APARTMENT INVESTMENT & MANAGEMENT CO - AIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 19,169,677 | 113,867 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 17,156,764 | 69,829 | 0.01% | 0.01% | 2 | -130,102 | -0.75% | Q1 2026 | May 15, 2026 |
| Madison Avenue Partners, LP | History | New | 12,374,991 | 50,366 | 2.19% | — | 3 | +12,374,991 | New | Q1 2026 | May 15, 2026 |
| Newtyn Management, LLC | History | Added to | 12,200,000 | 49,654 | 5.31% | 5.74% | 4 | +3,002,675 | 32.65% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 8,595,664 | 34,984 | 0.0% | — | 5 | +8,595,664 | New | Q1 2026 | May 08, 2026 |
| Weiss Asset Management LP | History | Added to | 8,150,456 | 33,172 | 0.56% | 0.1% | 6 | +6,900,456 | 552.04% | Q1 2026 | May 15, 2026 |
| Irenic Capital Management LP | History | Added to | 5,029,521 | 20,470 | 1.33% | 1.55% | 7 | +1,139,197 | 29.28% | Q1 2026 | May 18, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,691,383 | 19,093 | 0.0% | — | 8 | +4,691,383 | New | Q1 2026 | May 15, 2026 |
| Owl Creek Asset Management, L.P. | History | New | 3,023,200 | 12,304 | 0.89% | — | 9 | +3,023,200 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,943,890 | 11,981 | 0.0% | 0.0% | 10 | -11,569,181 | -79.72% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 2,678,415 | 10,901 | 0.03% | 0.02% | 11 | +1,666,158 | 164.6% | Q1 2026 | May 14, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | Added to | 2,556,176 | 10,403 | 7.47% | 6.17% | 12 | +335,398 | 15.1% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 2,365,568 | 9,628 | 0.17% | 0.2% | 13 | +359,904 | 17.94% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,095,214 | 8,527 | 0.0% | 0.0% | 14 | +1,728,247 | 470.95% | Q1 2026 | May 12, 2026 |
| Zimmer Partners, LP | History | New | 2,027,500 | 8,251 | 0.2% | — | 15 | +2,027,500 | New | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Added to | 2,010,275 | 8,181 | 0.26% | 0.15% | 16 | +1,178,504 | 141.69% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,768,028 | 7,195 | 0.01% | 0.0% | 17 | +1,089,486 | 160.56% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 1,676,686 | 6,824 | 0.04% | 0.03% | 18 | +604,386 | 56.36% | Q1 2026 | May 15, 2026 |
| Western Standard LLC | History | Reduced | 1,626,624 | 6,620 | 3.48% | 4.6% | 19 | -53,300 | -3.17% | Q1 2026 | May 05, 2026 |
| 683 Capital Management, LLC | History | New | 1,450,000 | 5,901 | 0.31% | — | 20 | +1,450,000 | New | Q1 2026 | May 15, 2026 |
| Union Square Park Capital Management, LLC | History | Added to | 1,125,000 | 4,578 | 2.6% | 1.86% | 21 | +475,000 | 73.08% | Q1 2026 | May 15, 2026 |
| DLD Asset Management, LP | History | Added to | 1,070,978 | 4,358 | 0.4% | 0.17% | 22 | +694,109 | 184.18% | Q1 2026 | May 13, 2026 |
| Meros Investment Management, LP | History | Reduced | 968,124 | 3,940 | 1.71% | 2.35% | 23 | -27,557 | -2.77% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 930,774 | 3,787 | 0.0% | 0.0% | 24 | -900,760 | -49.18% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 858,469 | 3,493 | 0.0% | 0.0% | 25 | +552,560 | 180.63% | Q1 2026 | May 05, 2026 |
| Alberta Investment Management Corp | History | New | 850,000 | 3,459 | 0.02% | — | 26 | +850,000 | New | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 804,884 | 3,275 | 0.0% | — | 27 | +804,884 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 792,060 | 3,223 | 0.0% | 0.0% | 28 | +227,953 | 40.41% | Q1 2026 | May 15, 2026 |
| Greenland Capital Management LP | History | Added to | 665,200 | 2,707 | 0.34% | 0.2% | 29 | +340,200 | 104.68% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 607,610 | 2,472 | 0.0% | 0.0% | 30 | -2,080,150 | -77.39% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 586,202 | 2,385 | 0.0% | 0.0% | 31 | +364,637 | 164.57% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | New | 561,125 | 2,283 | 0.01% | — | 32 | +561,125 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 536,065 | 2,181 | 0.0% | 0.0% | 33 | -5,212,110 | -90.67% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 512,331 | 2,085 | 0.0% | 0.0% | 34 | +17,734 | 3.59% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 510,254 | 2,076 | 0.0% | 0.0% | 35 | -900,532 | -63.83% | Q1 2026 | May 15, 2026 |
| OP Asset Management Ltd | History | New | 505,237 | 2,056 | 0.03% | — | 36 | +505,237 | New | Q1 2026 | Apr 10, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 497,058 | 2,023 | 0.34% | 0.34% | 37 | +166,436 | 50.34% | Q1 2026 | May 01, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 494,935 | 2,014 | 0.1% | 0.12% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Northern Right Capital Management, L.P. | History | Added to | 479,342 | 1,950 | 0.69% | 0.57% | 39 | +116,300 | 32.03% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 456,343 | 1,857 | 0.0% | — | 40 | +456,343 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 463,618 | 1,845 | 0.0% | 0.0% | 41 | -169,780 | -26.8% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 450,452 | 1,833 | 0.0% | 0.0% | 42 | -550,056 | -54.98% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 440,658 | 1,793 | 0.0% | 0.0% | 43 | +287,968 | 188.6% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 425,017 | 1,729 | 0.03% | 0.03% | 44 | +105,434 | 32.99% | Q1 2026 | May 04, 2026 |
| GABELLI FUNDS LLC | History | Added to | 421,799 | 1,716 | 0.01% | 0.0% | 45 | +391,799 | 1306.0% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | Added to | 400,000 | 1,628 | 0.02% | 0.03% | 46 | +45,000 | 12.68% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 395,569 | 1,610 | 0.1% | — | 47 | +395,569 | New | Q1 2026 | May 08, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 379,450 | 1,544 | 0.23% | — | 48 | +379,450 | New | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 347,348 | 1,413 | 0.0% | 0.0% | 49 | +134,701 | 63.34% | Q1 2026 | May 15, 2026 |
| Yakira Capital Management, Inc. | History | Added to | 345,657 | 1,406 | 0.41% | 0.47% | 50 | +111,623 | 47.7% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 339,207 | 1,380 | 0.0% | 0.0% | 51 | +295,635 | 678.5% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 338,655 | 1,378 | 0.02% | 0.04% | 52 | +98,909 | 41.26% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 336,824 | 1,370 | 0.0% | 0.0% | 53 | -374,438 | -52.64% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 327,191 | 1,331 | 0.0% | 0.0% | 54 | +38,959 | 13.52% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 299,647 | 1,213 | 0.0% | 0.0% | 55 | +110,398 | 58.33% | Q1 2026 | Apr 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 276,774 | 1,122 | 0.0% | 0.0% | 56 | -3,105,615 | -91.82% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 266,484 | 1,084 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Brooklyn Investment Group | History | Added to | 242,816 | 988 | 0.03% | 0.01% | 58 | +191,478 | 372.98% | Q1 2026 | Apr 29, 2026 |
| NORGES BANK | History | No change | 165,000 | 980 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 211,981 | 862 | 0.0% | 0.0% | 60 | +79,660 | 60.2% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 203,746 | 829 | 0.0% | 0.0% | 61 | -1,074,362 | -84.06% | Q1 2026 | May 14, 2026 |
| Alpine Global Management, LLC | History | Added to | 200,000 | 814 | 0.12% | 0.06% | 62 | +150,000 | 300.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 197,234 | 802 | 0.0% | 0.0% | 63 | -304,022 | -60.65% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 187,407 | 762 | 0.0% | 0.0% | 64 | -55,936 | -22.99% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 186,792 | 760 | 0.04% | 0.03% | 65 | +83,649 | 81.1% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Added to | 180,967 | 736 | 0.01% | 0.01% | 66 | +96,796 | 115.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 172,066 | 700 | 0.0% | 0.0% | 67 | +143,824 | 509.26% | Q1 2026 | May 08, 2026 |
| Trium Capital LLP | History | New | 161,593 | 657 | 0.46% | — | 68 | +161,593 | New | Q1 2026 | Apr 16, 2026 |
| Invesco Ltd. | History | Reduced | 152,865 | 622 | 0.0% | 0.0% | 69 | -158,181 | -50.85% | Q1 2026 | May 12, 2026 |
| FIFTH LANE CAPITAL, LP | History | New | 140,000 | 569 | 0.69% | — | 70 | +140,000 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 138,773 | 564 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 136,735 | 556 | 0.01% | 0.0% | 72 | +91,213 | 200.37% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 89,911 | 534 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Inspire Investing, LLC | History | Added to | 126,903 | 516 | 0.04% | 0.04% | 74 | +48,295 | 61.44% | Q1 2026 | Apr 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 126,089 | 513 | 0.0% | 0.0% | 75 | -8,128 | -6.06% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 124,600 | 507 | 0.01% | 0.01% | 76 | +45,054 | 56.64% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 113,352 | 461 | 0.0% | 0.0% | 77 | -21,904 | -16.19% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 112,123 | 456 | 0.0% | — | 78 | +112,123 | New | Q1 2026 | May 08, 2026 |
| JBF Capital, Inc. | History | No change | 110,000 | 447 | 0.07% | 0.09% | 79 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 109,290 | 444 | 0.0% | — | 80 | +109,290 | New | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 105,358 | 428 | 0.17% | 0.27% | 81 | -1,000 | -0.94% | Q1 2026 | May 05, 2026 |
| Diametric Capital, LP | History | New | 100,000 | 407 | 0.11% | — | 82 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 95,513 | 388 | 0.0% | 0.0% | 83 | -166,393 | -63.53% | Q1 2026 | May 15, 2026 |
| Rangeley Capital, LLC | History | New | 90,000 | 366 | 0.36% | — | 84 | +90,000 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 88,812 | 361 | 0.0% | — | 85 | +88,812 | New | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 81,806 | 334 | 0.0% | 0.0% | 86 | -153,075 | -65.17% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 79,255 | 322 | 0.0% | 0.0% | 87 | +30,065 | 61.12% | Q1 2026 | May 15, 2026 |
| Kentucky Retirement Systems | History | New | 12,047 | 312 | 0.02% | — | 88 | +12,047 | New | Q1 2026 | May 19, 2026 |
| Point72 Asset Management, L.P. | History | New | 76,382 | 310 | 0.0% | — | 89 | +76,382 | New | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | New | 72,697 | 295 | 0.08% | — | 90 | +72,697 | New | Q1 2026 | May 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 72,167 | 293 | 0.0% | — | 91 | +72,167 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | Reduced | 66,691 | 271 | 0.0% | 0.0% | 92 | -18,233 | -21.47% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 65,722 | 267 | 0.0% | 0.0% | 94 | +17,104 | 35.18% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 65,830 | 267 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 64,042 | 260 | 0.0% | — | 95 | +64,042 | New | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 62,274 | 253 | 0.0% | 0.0% | 96 | -54,277 | -46.57% | Q1 2026 | Apr 16, 2026 |
| Legal & General Group Plc | History | Reduced | 61,984 | 252 | 0.0% | 0.0% | 97 | -514,976 | -89.26% | Q1 2026 | May 08, 2026 |
| Worth Venture Partners, LLC | History | Added to | 57,900 | 235 | 0.74% | 1.91% | 98 | +13,500 | 30.41% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 56,399 | 229 | 0.0% | 0.0% | 99 | -383,101 | -87.17% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 55,745 | 226 | 0.0% | 0.0% | 100 | -17,952 | -24.36% | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 55,360 | 225 | 0.0% | 0.0% | 101 | -7,041 | -11.28% | Q1 2026 | May 08, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | New | 54,257 | 220 | 0.04% | — | 102 | +54,257 | New | Q1 2026 | Apr 24, 2026 |
| GFS Advisors, LLC | History | New | 405 | 217 | 0.03% | — | 103 | +405 | New | Q1 2026 | Apr 30, 2026 |
| Brevan Howard Capital Management LP | History | New | 53,050 | 215 | 0.0% | — | 104 | +53,050 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,994 | 207 | 0.0% | 0.0% | 105 | -236,531 | -82.26% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 50,136 | 204 | 0.01% | — | 106 | +50,136 | New | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 46,889 | 190 | 0.0% | 0.11% | 107 | -766,070 | -94.23% | Q1 2026 | Apr 27, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 42,900 | 174 | 0.01% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 41,228 | 167 | 0.0% | 0.0% | 109 | +3,139 | 8.24% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 37,958 | 154 | 0.0% | 0.0% | 110 | +895 | 2.41% | Q1 2026 | May 15, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 37,397 | 152 | 0.13% | 0.17% | 111 | +5,455 | 17.08% | Q1 2026 | Apr 22, 2026 |
| Arizona State Retirement System | History | Reduced | 37,268 | 151 | 0.0% | 0.0% | 112 | -433 | -1.15% | Q1 2026 | May 01, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 32,276 | 131 | 0.0% | 0.0% | 113 | +12,485 | 63.08% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,941 | 130 | 0.0% | 0.0% | 114 | +12,041 | 60.51% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 31,815 | 129 | 0.0% | — | 115 | +31,815 | New | Q1 2026 | May 08, 2026 |
| Resonant Capital Advisors, LLC | History | New | 30,127 | 122 | 0.01% | — | 117 | +30,127 | New | Q1 2026 | Apr 29, 2026 |
| T3 Companies, LLC | History | Added to | 30,000 | 122 | 0.16% | 0.1% | 116 | +17,000 | 130.77% | Q1 2026 | May 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 28,915 | 117 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vestcor Inc | History | New | 26,623 | 108 | 0.0% | — | 119 | +26,623 | New | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 25,314 | 103 | 0.01% | — | 120 | +25,314 | New | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 23,179 | 94 | 0.01% | 0.03% | 121 | -25,844 | -52.72% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 22,311 | 90 | 0.0% | 0.0% | 122 | +6,840 | 44.21% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 21,915 | 89 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 20,491 | 83 | 0.0% | — | 124 | +20,491 | New | Q1 2026 | May 15, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | New | 20,000 | 81 | 0.01% | — | 126 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 19,926 | 81 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 19,330 | 78 | 0.0% | — | 127 | +19,330 | New | Q1 2026 | May 14, 2026 |
| Scientech Research LLC | History | New | 17,210 | 70 | 0.06% | — | 128 | +17,210 | New | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | New | 16,196 | 65 | 0.01% | — | 129 | +16,196 | New | Q1 2026 | Apr 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 15,804 | 64 | 0.0% | — | 130 | +15,804 | New | Q1 2026 | May 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 15,307 | 62 | 0.0% | 0.04% | 132 | -1,478,225 | -98.98% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,291 | 62 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sage Investment Counsel LLC | History | No change | 15,000 | 61 | 0.07% | 0.1% | 133 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 14,138 | 58 | 0.0% | — | 134 | +14,138 | New | Q1 2026 | May 01, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 14,247 | 57 | 0.0% | 0.0% | 135 | -117,953 | -89.22% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 13,573 | 55 | 0.0% | — | 136 | +13,573 | New | Q1 2026 | May 14, 2026 |
| DOHENY ASSET MANAGEMENT /CA | History | No change | 13,000 | 53 | 0.03% | 0.05% | 137 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 12,630 | 51 | 0.0% | 0.0% | 138 | -10,342 | -45.02% | Q1 2026 | Apr 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 11,854 | 48 | 0.0% | 0.0% | 139 | -49,350 | -80.63% | Q1 2026 | May 15, 2026 |
| NINE MASTS CAPITAL Ltd | History | Reduced | 10,836 | 44 | 0.01% | 0.12% | 140 | -109,164 | -90.97% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 10,666 | 43 | 0.0% | 0.0% | 141 | -2,005 | -15.82% | Q1 2026 | May 12, 2026 |
| Lee Financial Co | History | No change | 10,000 | 40 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,979 | 32 | 0.0% | 0.0% | 143 | -6,372 | -44.4% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 7,634 | 31 | 0.0% | — | 144 | +7,618 | 47612.5% | Q1 2026 | May 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,554 | 30 | 0.0% | 0.0% | 145 | -64,303 | -89.49% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,497 | 23 | 0.0% | 0.0% | 146 | -3,610 | -39.64% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 4,000 | 16 | 0.01% | — | 147 | +4,000 | New | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,567 | 14 | 0.0% | 0.0% | 150 | -5,247 | -59.53% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,663 | 14 | 0.0% | 0.0% | 149 | +2,306 | 169.93% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 3,623 | 14 | 0.0% | 0.0% | 148 | -2,237 | -38.17% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Added to | 3,416 | 13 | 0.01% | 0.01% | 151 | +113 | 3.42% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,058 | 12 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 2,889 | 11 | 0.0% | 0.0% | 153 | -2,841 | -49.58% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,785 | 11 | 0.0% | 0.0% | 154 | -1,166 | -29.51% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | New | 2,105 | 8 | 0.0% | — | 157 | +2,105 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 2,009 | 8 | 0.0% | — | 158 | +2,009 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,124 | 8 | 0.0% | 0.0% | 155 | -729 | -25.55% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,071 | 8 | 0.0% | 0.0% | 156 | -175 | -7.79% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,754 | 7 | 0.0% | 0.0% | 160 | -2,904 | -62.34% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,852 | 7 | 0.0% | 0.0% | 159 | +1,031 | 125.58% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,620 | 6 | 0.0% | 0.0% | 161 | +453 | 38.82% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,224 | 4 | 0.0% | 0.0% | 162 | -3,417 | -73.63% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 826 | 3 | 0.0% | — | 163 | +826 | New | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | No change | 495 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 366 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | No change | 605 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Reduced | 336 | 1 | 0.0% | 0.0% | 169 | -1,197 | -78.08% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 480 | 1 | 0.0% | — | 174 | +480 | New | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 269 | 1 | 0.0% | — | 172 | +200 | 289.86% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 279 | 1 | 0.0% | — | 168 | +117 | 72.22% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 274 | 1 | 0.0% | 0.0% | 170 | -69 | -20.12% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 288 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pacific Center for Financial Services | History | No change | 247 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hilltop National Bank | History | No change | 264 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Silver Point Capital L.P. | History | Closed out | 0 | 0 | — | 1.98% | — | -7,406,522 | -100.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,001,362 | -100.0% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.29% | — | -1,875,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Argosy-Lionbridge Management, LLC | History | Closed out | 0 | 0 | — | 4.27% | — | -1,137,063 | -100.0% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -1,010,200 | -100.0% | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -920,300 | -100.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -723,920 | -100.0% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -584,121 | -100.0% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -462,476 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Ursa Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -423,600 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -327,168 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -252,553 | -100.0% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -197,032 | -100.0% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -193,200 | -100.0% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -193,154 | -100.0% | Q1 2026 | May 12, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -180,890 | -100.0% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -180,875 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -173,953 | -100.0% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -163,983 | -100.0% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150,328 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 160 | 0 | — | 0.0% | — | -146,004 | -99.89% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -130,652 | -100.0% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -109,110 | -100.0% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -100,210 | -100.0% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -97,717 | -100.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76,415 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,641 | -100.0% | Q1 2026 | May 14, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -66,097 | -100.0% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -64,445 | -100.0% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -61,337 | -100.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -58,298 | -100.0% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,194 | -100.0% | Q1 2026 | May 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -54,566 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -53,135 | -100.0% | Q1 2026 | Apr 29, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -51,486 | -100.0% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49,692 | -100.0% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,418 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -45,442 | -100.0% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -43,117 | -100.0% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -42,329 | -100.0% | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,200 | -100.0% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -37,047 | -100.0% | Q1 2026 | Apr 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,288 | -100.0% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -32,738 | -100.0% | Q1 2026 | May 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,765 | -100.0% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -30,676 | -100.0% | Q1 2026 | May 14, 2026 |
| Metis Global Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,403 | -100.0% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -29,280 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -28,682 | -100.0% | Q1 2026 | May 15, 2026 |
| UniSuper Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -25,878 | -100.0% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,104 | -100.0% | Q1 2026 | Apr 24, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -24,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -23,200 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IFM Investors Pty Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21,170 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Closed out | 0 | 0 | — | 0.0% | — | -19,813 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,862 | -100.0% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,654 | -100.0% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,674 | -100.0% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.03% | — | -13,325 | -100.0% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,982 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,799 | -100.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,035 | -100.0% | Q1 2026 | May 13, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,471 | -100.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -10,418 | -100.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 14 | 0 | — | 0.03% | — | -10,351 | -99.86% | Q1 2026 | May 05, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,150 | -100.0% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,857 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,573 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,736 | -100.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 136 | 0 | — | 0.0% | — | -1,244 | -90.14% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -969 | -96.51% | Q1 2026 | May 21, 2026 |
| GAMMA Investing LLC | History | Reduced | 27 | 0 | — | 0.0% | — | -527 | -95.13% | Q1 2026 | Apr 06, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -438 | -100.0% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 188 | 0 | — | — | — | +187 | 18700.0% | Q1 2026 | Apr 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -164 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | New | 139 | 0 | — | — | — | +139 | New | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | New | 122 | 0 | — | — | — | +122 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 121 | 0 | — | — | — | +121 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 111 | 0 | — | — | — | +111 | New | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -110 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -104 | -100.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2 | 0 | — | — | — | -78 | -97.5% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -56 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q1 2026 | May 15, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | No change | 131 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 142 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 88 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 112 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |