ALBANY INTERNATIONAL CORP /DE/ - AIN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 4,206,617 | 219,627 | 0.0% | 0.0% | 1 | -34,815 | -0.82% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,155,661 | 159,992 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,507,136 | 130,897 | 0.54% | 0.56% | 3 | -54,280 | -2.12% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,777,475 | 92,801 | 0.0% | — | 4 | +1,777,475 | New | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,444,239 | 75,403 | 0.04% | 0.04% | 5 | +62,843 | 4.55% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,287,771 | 67,234 | 0.0% | — | 6 | +1,287,771 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,104,406 | 57,976 | 0.0% | 0.0% | 7 | -37,006 | -3.24% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,043,579 | 54,485 | 0.0% | 0.0% | 8 | +160,370 | 18.16% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 914,927 | 47,765 | 0.01% | 0.01% | 9 | -40,221 | -4.21% | Q1 2026 | May 07, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 867,898 | 45,312 | 0.15% | 0.09% | 10 | +323,471 | 59.41% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 786,470 | 41,061 | 0.04% | 0.04% | 11 | +10,878 | 1.4% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 700,845 | 36,598 | 0.0% | 0.0% | 12 | +12,367 | 1.8% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 644,605 | 33,654 | 0.33% | 0.1% | 13 | +429,561 | 199.75% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 593,283 | 30,975 | 0.01% | 0.01% | 14 | -31,425 | -5.03% | Q1 2026 | May 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 502,015 | 26,210 | 0.09% | 0.07% | 15 | +18,080 | 3.74% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 466,508 | 24,356 | 0.01% | 0.02% | 16 | -109,791 | -19.05% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 454,513 | 23,730 | 0.0% | 0.0% | 17 | +22,392 | 5.18% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 439,053 | 22,922 | 0.43% | 0.35% | 18 | +74,028 | 20.28% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 434,086 | 22,663 | 0.02% | 0.0% | 19 | +367,014 | 547.19% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 426,068 | 22,245 | 0.01% | 0.01% | 20 | +32,784 | 8.34% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 342,508 | 17,882 | 0.0% | 0.0% | 21 | +21,405 | 6.67% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 322,473 | 16,836 | 0.0% | 0.0% | 22 | +129,821 | 67.39% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 315,183 | 16,432 | 0.01% | 0.01% | 23 | +11,421 | 3.76% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 313,139 | 16,349 | 0.0% | 0.0% | 24 | -74,241 | -19.16% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Added to | 281,703 | 14,707 | 0.1% | 0.05% | 25 | +132,226 | 88.46% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 279,743 | 14,605 | 0.02% | 0.02% | 26 | +6,932 | 2.54% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Added to | 268,015 | 13,993 | 0.01% | 0.01% | 27 | +154,305 | 135.7% | Q1 2026 | May 14, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 264,458 | 13,822 | 0.86% | 0.85% | 28 | -40,282 | -13.22% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 252,133 | 13,163 | 0.09% | 0.03% | 29 | +116,653 | 86.1% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 236,878 | 12,367 | 0.05% | 0.04% | 30 | +7,401 | 3.23% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 204,829 | 10,694 | 0.02% | 0.01% | 31 | +73,000 | 55.37% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 190,101 | 9,925 | 0.0% | — | 32 | +190,101 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 189,825 | 9,910 | 0.0% | 0.0% | 33 | -74,981 | -28.32% | Q1 2026 | Jul 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 188,507 | 9,841 | 0.0% | 0.01% | 34 | -202,396 | -51.78% | Q1 2026 | May 15, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Added to | 175,668 | 9,171 | 2.54% | 2.46% | 35 | +102,167 | 139.0% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 170,597 | 8,906 | 0.03% | 0.02% | 36 | +62,834 | 58.31% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 165,454 | 8,638 | 0.08% | 0.08% | 37 | -16,673 | -9.15% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 165,084 | 8,619 | 0.0% | 0.0% | 38 | -14,200 | -7.92% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 161,664 | 8,440 | 0.0% | 0.0% | 39 | -23,601 | -12.74% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 145,497 | 7,596 | 0.0% | 0.0% | 40 | +30,642 | 26.68% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 143,464 | 7,490 | 0.01% | 0.01% | 41 | -54,248 | -27.44% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Added to | 142,367 | 7,432 | 0.05% | 0.04% | 42 | +62,239 | 77.67% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 139,739 | 7,295 | 0.0% | 0.0% | 43 | +2,776 | 2.03% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 137,190 | 7,162 | 0.0% | 0.0% | 44 | -12,240 | -8.19% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 140,240 | 7,128 | 0.0% | 0.0% | 45 | +140,050 | 73710.53% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 135,627 | 7,081 | 0.0% | 0.0% | 46 | +21,835 | 19.19% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 110,467 | 5,768 | 0.0% | 0.0% | 47 | +6,172 | 5.92% | Q1 2026 | Jul 17, 2026 |
| Granite Investment Partners, LLC | History | Added to | 108,420 | 5,660 | 0.35% | 0.19% | 48 | +45,389 | 72.01% | Q1 2026 | Apr 30, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 102,711 | 5,362 | 0.02% | 0.02% | 49 | +3,431 | 3.46% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 95,925 | 5,008 | 0.01% | 0.0% | 50 | +19,400 | 25.35% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 95,900 | 5,006 | 0.01% | — | 51 | +95,900 | New | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 91,958 | 4,801 | 0.0% | 0.0% | 52 | -2,637 | -2.79% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 90,400 | 4,583 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 85,302 | 4,453 | 0.0% | 0.0% | 54 | +67,915 | 390.61% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 77,994 | 3,933 | 0.0% | 0.0% | 55 | -5,718 | -6.83% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 71,090 | 3,711 | 0.01% | 0.0% | 56 | +64,576 | 991.34% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 70,562 | 3,684 | 0.0% | 0.0% | 57 | -7,136 | -9.18% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 69,784 | 3,643 | 0.06% | 0.08% | 58 | +12,837 | 22.54% | Q1 2026 | May 15, 2026 |
| Roubaix Capital, LLC | History | New | 67,509 | 3,524 | 1.64% | — | 59 | +67,509 | New | Q1 2026 | May 06, 2026 |
| Bridge City Capital, LLC | History | Added to | 66,325 | 3,462 | 0.96% | 0.97% | 60 | +1,084 | 1.66% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 65,177 | 3,402 | 0.0% | 0.01% | 61 | -43,228 | -39.88% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 56,998 | 2,975 | 0.03% | 0.01% | 62 | +45,437 | 393.02% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Reduced | 56,700 | 2,960 | 0.0% | 0.0% | 63 | -1,700 | -2.91% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 54,462 | 2,843 | 0.0% | 0.0% | 64 | +627 | 1.16% | Q1 2026 | May 13, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 52,749 | 2,754 | 0.25% | 0.3% | 65 | -16,659 | -24.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 47,626 | 2,486 | 0.0% | 0.0% | 66 | -28,982 | -37.83% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Added to | 46,796 | 2,443 | 0.24% | 0.16% | 67 | +19,929 | 74.18% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 42,069 | 2,196 | 0.03% | — | 68 | +42,069 | New | Q1 2026 | Apr 23, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 41,798 | 2,182 | 0.05% | 0.04% | 69 | -97 | -0.23% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 39,184 | 2,046 | 0.13% | — | 70 | +39,184 | New | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 37,823 | 1,974 | 0.01% | 0.01% | 71 | -13,106 | -25.73% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,442 | 1,954 | 0.0% | 0.0% | 72 | +20,638 | 122.82% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 37,166 | 1,940 | 0.0% | 0.0% | 73 | +33,021 | 796.65% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 35,584 | 1,859 | 0.0% | 0.0% | 74 | +5,097 | 16.72% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,240 | 1,840 | 0.0% | 0.0% | 75 | -5,035 | -12.5% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 35,230 | 1,839 | 0.0% | 0.0% | 76 | -3,469 | -8.96% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 34,247 | 1,736 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 29,762 | 1,553 | 0.0% | 0.0% | 78 | -3,940 | -11.69% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 27,151 | 1,417 | 0.0% | 0.0% | 79 | -259 | -0.94% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 26,861 | 1,402 | 0.03% | 0.07% | 80 | -31,093 | -53.65% | Q1 2026 | Apr 27, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 26,824 | 1,400 | 0.13% | 0.07% | 81 | +13,797 | 105.91% | Q1 2026 | Apr 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 26,768 | 1,397 | 0.02% | — | 82 | +26,768 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,413 | 1,379 | 0.0% | 0.0% | 83 | +2,789 | 11.81% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 25,920 | 1,353 | 0.0% | 0.0% | 84 | +5,554 | 27.27% | Q1 2026 | May 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 24,302 | 1,268 | 0.0% | 0.0% | 85 | -1,465 | -5.69% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,248 | 1,266 | 0.0% | 0.0% | 86 | +1,941 | 8.7% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 23,377 | 1,220 | 0.0% | 0.01% | 87 | -14,160 | -37.72% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 21,001 | 1,096 | 0.0% | — | 88 | +21,001 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 19,884 | 1,038 | 0.0% | 0.0% | 89 | -28,332 | -58.76% | Q1 2026 | May 11, 2026 |
| Fruth Investment Management | History | Reduced | 19,850 | 1,036 | 0.26% | 0.27% | 90 | -55 | -0.28% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,157 | 1,000 | 0.0% | 0.0% | 91 | -564 | -2.86% | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | New | 19,083 | 996 | 0.08% | — | 92 | +19,083 | New | Q1 2026 | Apr 22, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 18,535 | 967 | 0.0% | — | 93 | +18,535 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 17,414 | 909 | 0.0% | 0.0% | 94 | +1,293 | 8.02% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 16,202 | 845 | 0.01% | 0.01% | 95 | -467 | -2.8% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,875 | 828 | 0.0% | 0.0% | 96 | -647 | -3.92% | Q1 2026 | May 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 15,498 | 809 | 0.12% | 0.14% | 97 | -1,790 | -10.35% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,382 | 803 | 0.0% | 0.0% | 98 | +7,692 | 100.03% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,045 | 785 | 0.0% | 0.0% | 100 | +8,308 | 123.32% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 15,053 | 785 | 0.01% | 0.01% | 99 | +112 | 0.75% | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | Added to | 14,895 | 777 | 0.01% | 0.01% | 101 | +5,048 | 51.26% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 14,439 | 753 | 0.22% | 0.4% | 103 | -5,947 | -29.17% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 14,434 | 753 | 0.0% | 0.0% | 102 | +939 | 6.96% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 13,987 | 730 | 0.01% | 0.01% | 104 | -8,692 | -38.33% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,989 | 729 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| &PARTNERS | History | Added to | 13,803 | 711 | 0.0% | 0.0% | 106 | +989 | 7.72% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 13,505 | 705 | 0.0% | 0.0% | 107 | +4,819 | 55.48% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,494 | 704 | 0.0% | 0.0% | 108 | -209 | -1.53% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Added to | 13,318 | 695 | 0.03% | 0.02% | 109 | +4,619 | 53.1% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 13,109 | 684 | 0.0% | 0.0% | 110 | -423 | -3.13% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,700 | 663 | 0.01% | 0.01% | 111 | -400 | -3.05% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,143 | 633 | 0.0% | — | 112 | +12,143 | New | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 12,098 | 631 | 0.0% | 0.0% | 113 | -3,137 | -20.59% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 12,007 | 626 | 0.0% | 0.0% | 114 | +1,666 | 16.11% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,565 | 604 | 0.0% | 0.0% | 115 | -20,127 | -63.51% | Q1 2026 | Apr 16, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,494 | 600 | 0.0% | — | 116 | +11,494 | New | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 11,414 | 595 | 0.0% | 0.0% | 117 | -4,659 | -28.99% | Q1 2026 | May 06, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 11,260 | 587 | 0.02% | 0.02% | 118 | -1,981 | -14.96% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | No change | 10,552 | 550 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Added to | 9,916 | 517 | 0.04% | 0.04% | 120 | +695 | 7.54% | Q1 2026 | Apr 23, 2026 |
| AdvisorShares Investments LLC | History | No change | 9,400 | 490 | 0.09% | 0.08% | 121 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 9,326 | 486 | 0.02% | 0.03% | 122 | -11,282 | -54.75% | Q1 2026 | May 18, 2026 |
| BARCLAYS PLC | History | Reduced | 9,154 | 477 | 0.0% | 0.0% | 123 | -41,135 | -81.8% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 9,062 | 459 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Freestone Grove Partners LP | History | Reduced | 8,698 | 454 | 0.0% | 0.01% | 125 | -9,892 | -53.21% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,688 | 453 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Engineers Gate Manager LP | History | Reduced | 8,506 | 444 | 0.01% | 0.03% | 127 | -47,193 | -84.73% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,289 | 433 | 0.0% | 0.0% | 128 | -79 | -0.94% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 7,884 | 411 | 0.0% | 0.0% | 129 | -331 | -4.03% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 7,791 | 406 | 0.05% | 0.03% | 130 | +3,665 | 88.83% | Q1 2026 | Apr 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,776 | 405 | 0.0% | 0.0% | 131 | -74 | -0.94% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,776 | 405 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DRW Securities, LLC | History | New | 7,656 | 399 | 0.01% | — | 133 | +7,656 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 7,725 | 391 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,460 | 390 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIL Ltd | History | Reduced | 7,242 | 378 | 0.0% | 0.01% | 136 | -177,494 | -96.08% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,097 | 370 | 0.0% | 0.0% | 137 | -8 | -0.11% | Q1 2026 | May 01, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,099 | 370 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,054 | 368 | 0.0% | 0.0% | 139 | +767 | 12.2% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,985 | 364 | 0.0% | — | 140 | +6,985 | New | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 6,771 | 353 | 0.0% | 0.01% | 141 | -2,772 | -29.05% | Q1 2026 | May 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,582 | 343 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,411 | 334 | 0.0% | 0.0% | 143 | -215 | -3.24% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,300 | 330 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Added to | 5,381 | 280 | 0.07% | 0.05% | 145 | +1,252 | 30.32% | Q1 2026 | May 19, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 5,339 | 278 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,163 | 269 | 0.02% | 0.01% | 147 | +8 | 0.16% | Q1 2026 | Apr 24, 2026 |
| CenterBook Partners LP | History | New | 5,135 | 268 | 0.01% | — | 148 | +5,135 | New | Q1 2026 | May 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 5,039 | 263 | 0.01% | 0.08% | 149 | -27,719 | -84.62% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | New | 4,871 | 254 | 0.13% | — | 150 | +4,871 | New | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 4,863 | 253 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 4,821 | 251 | 0.0% | 0.01% | 152 | -27,712 | -85.18% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 4,771 | 249 | 0.01% | — | 153 | +4,771 | New | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,584 | 239 | 0.0% | 0.0% | 154 | +65 | 1.44% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,495 | 234 | 0.0% | 0.0% | 155 | +59 | 1.33% | Q1 2026 | May 05, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,470 | 233 | 0.0% | 0.0% | 156 | -1,261 | -22.0% | Q1 2026 | Apr 24, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,438 | 231 | 0.0% | 0.01% | 157 | -5,501 | -55.35% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 4,599 | 231 | 0.04% | — | 158 | +4,599 | New | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | New | 4,279 | 223 | 0.0% | — | 159 | +4,279 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,221 | 220 | 0.0% | 0.0% | 160 | -14,595 | -77.57% | Q1 2026 | May 12, 2026 |
| Polymer Capital Management (US) LLC | History | New | 4,194 | 218 | 0.02% | — | 162 | +4,194 | New | Q1 2026 | May 13, 2026 |
| INCEPTIONR LLC | History | New | 4,186 | 218 | 0.05% | — | 161 | +4,186 | New | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 4,134 | 215 | 0.0% | 0.0% | 163 | -107 | -2.52% | Q1 2026 | May 04, 2026 |
| Centiva Capital, LP | History | New | 4,112 | 214 | 0.0% | — | 164 | +4,112 | New | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | New | 4,012 | 209 | 0.01% | — | 165 | +4,012 | New | Q1 2026 | May 07, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 3,986 | 208 | 0.02% | 0.02% | 166 | -817 | -17.01% | Q1 2026 | Apr 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 3,841 | 200 | 0.0% | — | 167 | +3,841 | New | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,578 | 186 | 0.0% | 0.0% | 168 | -6,063 | -62.89% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 3,297 | 172 | 0.0% | 0.0% | 169 | -26,919 | -89.09% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,271 | 171 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 3,233 | 168 | 0.0% | 0.0% | 171 | +1,094 | 51.15% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 2,995 | 156 | 0.0% | 0.0% | 172 | +158 | 5.57% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,696 | 140 | 0.0% | 0.0% | 173 | +179 | 7.11% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,621 | 136 | 0.0% | 0.0% | 174 | +160 | 6.5% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,351 | 122 | 0.0% | 0.0% | 175 | -175 | -6.93% | Q1 2026 | May 13, 2026 |
| Asset Management One Co., Ltd. | History | New | 2,067 | 107 | 0.0% | — | 177 | +2,067 | New | Q1 2026 | May 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,057 | 107 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,964 | 103 | 0.0% | 0.0% | 178 | +381 | 24.07% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | New | 1,672 | 87 | 0.0% | — | 180 | +1,672 | New | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 1,674 | 87 | 0.0% | 0.0% | 179 | +962 | 135.11% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,382 | 72 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,289 | 67 | 0.0% | 0.0% | 182 | -46,429 | -97.3% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | Added to | 1,295 | 67 | 0.02% | 0.02% | 183 | +42 | 3.35% | Q1 2026 | Apr 02, 2026 |
| GAMMA Investing LLC | History | Added to | 1,026 | 53 | 0.0% | 0.0% | 185 | +697 | 211.85% | Q1 2026 | Apr 06, 2026 |
| KBC Group NV | History | No change | 1,013 | 53 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,004 | 52 | 0.0% | 0.0% | 186 | -81 | -7.47% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 962 | 50 | 0.0% | 0.0% | 187 | +780 | 428.57% | Q1 2026 | Apr 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 841 | 44 | 0.0% | 0.0% | 188 | +53 | 6.73% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Reduced | 797 | 42 | 0.03% | 0.04% | 189 | -596 | -42.79% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 791 | 41 | 0.0% | 0.0% | 190 | +85 | 12.04% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 720 | 37 | 0.0% | 0.0% | 191 | -525 | -42.17% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 626 | 32 | 0.0% | — | 192 | +618 | 7725.0% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 584 | 30 | 0.0% | 0.0% | 193 | +9 | 1.57% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 547 | 28 | 0.0% | 0.0% | 194 | +217 | 65.76% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 475 | 24 | 0.0% | 0.0% | 195 | +118 | 33.05% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 386 | 20 | 0.0% | 0.0% | 196 | +79 | 25.73% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | New | 360 | 18 | 0.0% | — | 198 | +360 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 363 | 18 | 0.0% | 0.0% | 197 | -130 | -26.37% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 353 | 17 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 284 | 14 | 0.0% | 0.0% | 200 | -191 | -40.21% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 243 | 12 | 0.0% | 0.0% | 201 | +215 | 767.86% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 187 | 10 | 0.0% | 0.0% | 202 | +83 | 79.81% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 178 | 9 | 0.0% | 0.0% | 204 | -308 | -63.37% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 190 | 9 | 0.0% | 0.0% | 203 | +94 | 97.92% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 165 | 8 | 0.0% | 0.0% | 205 | +142 | 617.39% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 165 | 8 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 140 | 7 | 0.0% | 0.0% | 207 | +20 | 16.67% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 116 | 6 | 0.0% | — | 208 | +116 | New | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 108 | 5 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 82 | 4 | 0.0% | 0.0% | 212 | +30 | 57.69% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 84 | 4 | 0.0% | 0.0% | 211 | -19 | -18.45% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 74 | 3 | 0.0% | 0.11% | 213 | -806,508 | -99.99% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 71 | 3 | 0.0% | 0.0% | 214 | -9 | -11.25% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 62 | 3 | 0.0% | 0.0% | 215 | -6 | -8.82% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 71 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41 | 2 | 0.0% | — | 223 | +25 | 156.25% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | No change | 49 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 57 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Optiver Holding B.V. | History | Reduced | 27 | 1 | 0.0% | 0.0% | 227 | -44 | -61.97% | Q1 2026 | Jun 02, 2026 |
| Parallel Advisors, LLC | History | New | 25 | 1 | 0.0% | — | 229 | +25 | New | Q1 2026 | Jun 02, 2026 |
| Essential Partners LLC | History | Added to | 30 | 1 | 0.0% | — | 228 | +21 | 233.33% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 224 | +10 | 50.0% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ACK Asset Management LLC | History | Closed out | 0 | 0 | — | 3.82% | — | -600,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Invenomic Capital Management LP | History | Closed out | 0 | 0 | — | 0.91% | — | -386,053 | -100.0% | Q1 2026 | May 15, 2026 |
| Skylands Capital, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -62,050 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,360 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -30,930 | -100.0% | Q1 2026 | May 15, 2026 |
| Irenic Capital Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -20,000 | -100.0% | Q1 2026 | May 18, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,910 | -100.0% | Q1 2026 | May 05, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,964 | -100.0% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -14,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,625 | -100.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,525 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,910 | -100.0% | Q1 2026 | May 11, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,555 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,811 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,717 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,142 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,708 | -100.0% | Q1 2026 | Apr 08, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,800 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ADIRONDACK TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q1 2026 | Apr 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2 | 0 | — | 0.0% | — | -613 | -99.67% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 15, 2026 |
| ENTRUST FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Retirement Wealth Solutions LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 13 | 0 | — | — | — | +10 | 333.33% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 03, 2026 |
| Whipplewood Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -6 | -30.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 16 | 0 | — | — | — | -2 | -11.11% | Q1 2026 | Apr 23, 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 | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |