ACADIA REALTY TRUST - AKR
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 | Added to | 23,166,880 | 442,950 | 0.01% | 0.01% | 1 | +86,492 | 0.37% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 19,911,027 | 408,972 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 19,607,806 | 374,901 | 0.02% | 0.02% | 3 | -47,342 | -0.24% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 16,267,828 | 311,041 | 0.54% | 0.69% | 4 | -2,384,570 | -12.78% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 13,116,679 | 250,790 | 0.01% | — | 5 | +13,116,679 | New | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 9,962,071 | 190,477 | 0.02% | 0.02% | 6 | +129,993 | 1.32% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 7,375,754 | 142,479 | 0.0% | 0.01% | 7 | -86,903 | -1.16% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,872,669 | 112,285 | 0.0% | — | 8 | +5,872,669 | New | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 5,215,758 | 104,940 | 0.04% | 0.04% | 9 | -357,094 | -6.41% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 3,746,157 | 71,626 | 0.01% | 0.01% | 10 | +1,685,300 | 81.78% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,499,360 | 66,920 | 0.0% | 0.0% | 11 | +106,613 | 3.14% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,063,022 | 58,564 | 0.01% | 0.01% | 12 | +414,049 | 15.63% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 3,016,976 | 57,684 | 0.02% | 0.0% | 13 | +2,257,916 | 297.46% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,461,441 | 50,557 | 0.02% | 0.02% | 14 | +25,891 | 1.06% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,445,441 | 46,756 | 0.01% | 0.01% | 15 | +52,080 | 2.18% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 2,123,552 | 40,602 | 0.11% | 0.19% | 16 | -1,228,328 | -36.65% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 2,023,884 | 38,696 | 0.48% | 0.91% | 17 | -1,732,044 | -46.11% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,863,349 | 35,626 | 0.01% | 0.01% | 18 | +63,109 | 3.51% | Q1 2026 | May 07, 2026 |
| RUSH ISLAND MANAGEMENT, LP | History | Reduced | 1,689,278 | 32,298 | 2.17% | 2.21% | 19 | -29,538 | -1.72% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,652,789 | 31,601 | 0.04% | 0.04% | 20 | -209,607 | -11.25% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,614,019 | 30,860 | 0.01% | 0.01% | 21 | -270,291 | -14.34% | Q1 2026 | May 08, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 1,601,369 | 30,618 | 0.11% | 0.13% | 22 | -286,653 | -15.18% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,579,682 | 30,203 | 0.0% | 0.0% | 23 | +51,536 | 3.37% | Q1 2026 | May 14, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Reduced | 1,314,130 | 25,126 | 1.81% | 2.94% | 24 | -718,282 | -35.34% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,253,362 | 23,964 | 0.0% | 0.0% | 25 | -18,511 | -1.46% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 1,210,333 | 23,141 | 0.04% | 0.04% | 26 | -34,290 | -2.76% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,155,598 | 22,095 | 0.0% | 0.0% | 27 | -37,764 | -3.16% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,073,655 | 20,528 | 0.03% | 0.02% | 28 | +291,691 | 37.3% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,050,584 | 20,087 | 0.02% | 0.03% | 29 | -203,708 | -16.24% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,007,616 | 19,265 | 0.02% | 0.01% | 30 | +631,407 | 167.83% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 932,559 | 17,830 | 0.13% | 0.0% | 31 | +898,333 | 2624.71% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 905,002 | 16,914 | 0.01% | 0.02% | 32 | -287,666 | -24.12% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 846,542 | 16,185 | 0.0% | — | 33 | +846,542 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 822,257 | 15,721 | 0.0% | 0.0% | 34 | +53,894 | 7.01% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 734,063 | 13,866 | 0.0% | 0.0% | 35 | +30,722 | 4.37% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 696,440 | 13,315 | 0.0% | — | 36 | +696,440 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 636,893 | 12,177 | 0.01% | 0.01% | 37 | +12,331 | 1.97% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 558,708 | 10,682 | 0.0% | 0.0% | 38 | -121,640 | -17.88% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 558,286 | 10,674 | 0.0% | 0.0% | 39 | +15,576 | 2.87% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 468,801 | 8,963 | 0.03% | 0.03% | 40 | +15,302 | 3.37% | Q1 2026 | May 13, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 458,100 | 8,758 | 0.96% | 0.75% | 41 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 382,528 | 7,313 | 0.01% | 0.02% | 42 | -304,073 | -44.29% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 369,735 | 7,069 | 0.01% | 0.01% | 43 | -3,022 | -0.81% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 361,828 | 6,918 | 0.0% | 0.0% | 44 | -1,191 | -0.33% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 335,661 | 6,417 | 0.0% | 0.0% | 45 | +115,230 | 52.27% | Q1 2026 | May 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 322,493 | 6,170 | 0.01% | 0.01% | 46 | -5,748 | -1.75% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 321,962 | 6,155 | 0.02% | 0.02% | 47 | +4,170 | 1.31% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 290,388 | 5,552 | 0.0% | 0.0% | 48 | +139,436 | 92.37% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 287,270 | 5,492 | 0.0% | 0.0% | 49 | +269,017 | 1473.82% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 296,269 | 5,363 | 0.0% | 0.0% | 50 | -2,477 | -0.83% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 279,326 | 5,340 | 0.08% | 0.07% | 51 | +47,714 | 20.6% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 241,100 | 4,952 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | No change | 258,300 | 4,938 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 246,607 | 4,715 | 0.0% | 0.0% | 54 | +29,268 | 13.47% | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 239,055 | 4,570 | 0.0% | 0.01% | 55 | -32,658 | -12.02% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 202,100 | 3,864 | 0.01% | 0.01% | 56 | +6,600 | 3.38% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 198,277 | 3,791 | 0.0% | 0.0% | 57 | +25,824 | 14.97% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 186,147 | 3,559 | 0.0% | — | 58 | +186,147 | New | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 180,859 | 3,458 | 0.01% | — | 59 | +180,859 | New | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 180,362 | 3,448 | 0.01% | 0.01% | 60 | -4,446 | -2.41% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 178,615 | 3,415 | 0.0% | 0.0% | 61 | +12,569 | 7.57% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 169,645 | 3,243 | 0.0% | 0.0% | 62 | -320,024 | -65.36% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 169,626 | 3,243 | 0.0% | 0.0% | 63 | +43,780 | 34.79% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 167,409 | 3,201 | 0.01% | 0.01% | 64 | -4,532 | -2.64% | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 151,682 | 2,900 | 0.01% | 0.01% | 65 | -28,746 | -15.93% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 142,259 | 2,719 | 0.0% | 0.0% | 66 | -82,628 | -36.74% | Q1 2026 | Apr 30, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 136,073 | 2,636 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 137,799 | 2,634 | 0.03% | 0.03% | 68 | -991 | -0.71% | Q1 2026 | Apr 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 131,421 | 2,512 | 0.01% | 0.01% | 69 | +15,588 | 13.46% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 130,922 | 2,503 | 0.0% | 0.0% | 70 | +43,226 | 49.29% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 125,673 | 2,402 | 0.0% | 0.0% | 71 | -2,369 | -1.85% | Q1 2026 | May 11, 2026 |
| Amundi | History | Added to | 123,365 | 2,358 | 0.0% | 0.0% | 72 | +36,270 | 41.64% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 120,313 | 2,300 | 0.01% | — | 73 | +120,313 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 117,831 | 2,252 | 0.0% | 0.0% | 74 | +87,870 | 293.28% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 115,566 | 2,210 | 0.02% | 0.02% | 75 | -4,901 | -4.07% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 115,259 | 2,203 | 0.0% | — | 76 | +115,259 | New | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 107,875 | 2,063 | 0.0% | 0.0% | 77 | +130 | 0.12% | Q1 2026 | May 01, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 107,687 | 2,058 | 0.0% | 0.0% | 78 | +4,422 | 4.28% | Q1 2026 | May 12, 2026 |
| FJ Capital Management LLC | History | Reduced | 106,677 | 2,039 | 0.23% | 0.56% | 79 | -140,945 | -56.92% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 101,414 | 1,939 | 0.03% | 0.04% | 80 | -19,830 | -16.36% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | New | 100,182 | 1,915 | 0.71% | — | 81 | +100,182 | New | Q1 2026 | May 15, 2026 |
| Burkehill Global Management, LP | History | No change | 100,000 | 1,912 | 0.09% | 0.14% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 86,348 | 1,773 | 0.1% | 0.1% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 91,798 | 1,755 | 0.01% | 0.01% | 84 | +16,506 | 21.92% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 82,027 | 1,568 | 0.0% | 0.0% | 85 | +58,395 | 247.1% | Q1 2026 | May 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 74,527 | 1,424 | 0.04% | 0.03% | 86 | +19,878 | 36.37% | Q1 2026 | Apr 28, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 74,239 | 1,419 | 0.01% | 0.01% | 87 | -3,167 | -4.09% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | New | 73,188 | 1,399 | 0.0% | — | 88 | +73,188 | New | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Added to | 70,032 | 1,339 | 0.49% | 0.53% | 89 | +33,873 | 93.68% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 67,913 | 1,298 | 0.02% | 0.02% | 90 | -4,746 | -6.53% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 66,666 | 1,275 | 0.0% | 0.0% | 91 | +939 | 1.43% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 63,854 | 1,220 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 61,943 | 1,184 | 0.0% | 0.0% | 93 | +622 | 1.01% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 60,113 | 1,149 | 0.0% | — | 94 | +60,113 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 58,976 | 1,127 | 0.0% | 0.0% | 95 | -97,307 | -62.26% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 58,100 | 1,110 | 0.02% | 0.02% | 96 | -1,900 | -3.17% | Q1 2026 | Apr 20, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 57,902 | 1,094 | 0.01% | 0.01% | 97 | +2,463 | 4.44% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 54,550 | 1,042 | 0.0% | 0.0% | 98 | -2,065 | -3.65% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 53,934 | 1,031 | 0.0% | — | 99 | +53,934 | New | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 53,807 | 1,028 | 0.0% | 0.0% | 100 | -85 | -0.16% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 51,696 | 988 | 0.0% | 0.0% | 101 | +1,748 | 3.5% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 48,400 | 925 | 0.0% | 0.01% | 102 | -76,800 | -61.34% | Q1 2026 | Apr 24, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 48,117 | 919 | 0.0% | — | 103 | +48,117 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 48,059 | 918 | 0.0% | 0.0% | 104 | +15,470 | 47.47% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 47,887 | 915 | 0.0% | 0.0% | 105 | -16,173 | -25.25% | Q1 2026 | May 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 46,894 | 896 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 46,278 | 884 | 0.0% | — | 107 | +46,278 | New | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Reduced | 45,988 | 879 | 0.0% | 0.0% | 108 | -1,239 | -2.62% | Q1 2026 | Apr 29, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 45,332 | 866 | 0.01% | 0.01% | 109 | -21,833 | -32.51% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 43,578 | 833 | 0.0% | 0.0% | 110 | -5,933 | -11.98% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 43,496 | 831 | 0.0% | 0.0% | 111 | +1,692 | 4.05% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 42,747 | 817 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 41,430 | 792 | 0.0% | 0.0% | 113 | +8,042 | 24.09% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 38,924 | 744 | 0.01% | 0.03% | 114 | -176,692 | -81.95% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 37,756 | 722 | 0.01% | 0.01% | 115 | -342 | -0.9% | Q1 2026 | May 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 37,206 | 711 | 0.0% | 0.0% | 116 | +1,927 | 5.46% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 37,032 | 708 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 36,825 | 704 | 0.04% | — | 118 | +36,825 | New | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Reduced | 35,992 | 688 | 0.0% | 0.0% | 119 | -394 | -1.08% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 35,156 | 672 | 0.0% | 0.0% | 120 | +636 | 1.84% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 34,993 | 669 | 0.01% | 0.01% | 121 | -405 | -1.14% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,799 | 665 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Metis Global Partners, LLC | History | Added to | 34,335 | 656 | 0.02% | 0.02% | 123 | +3,336 | 10.76% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 34,124 | 652 | 0.0% | 0.0% | 124 | -3,065 | -8.24% | Q1 2026 | May 12, 2026 |
| Inspire Investing, LLC | History | Added to | 32,089 | 613 | 0.05% | 0.05% | 125 | +4,125 | 14.75% | Q1 2026 | Apr 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 30,730 | 588 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 29,926 | 572 | 0.01% | 0.01% | 127 | -20,473 | -40.62% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 29,912 | 571 | 0.01% | 0.01% | 128 | -100 | -0.33% | Q1 2026 | Apr 29, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 29,828 | 570 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 29,217 | 558 | 0.01% | — | 130 | +29,217 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 28,700 | 553 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 28,271 | 546 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 27,620 | 534 | 0.0% | 0.0% | 133 | -5,888 | -17.57% | Q1 2026 | Apr 30, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 27,400 | 523 | 0.0% | 0.0% | 134 | +700 | 2.62% | Q1 2026 | May 11, 2026 |
| MQS Management LLC | History | New | 27,071 | 517 | 0.35% | — | 135 | +27,071 | New | Q1 2026 | Apr 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 26,691 | 510 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vestcor Inc | History | New | 25,800 | 493 | 0.01% | — | 137 | +25,800 | New | Q1 2026 | May 12, 2026 |
| Avalon Trust Co | History | No change | 24,000 | 458 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 22,768 | 435 | 0.0% | 0.0% | 139 | +10,653 | 87.93% | Q1 2026 | May 12, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 21,299 | 407 | 0.0% | 0.0% | 140 | +796 | 3.88% | Q1 2026 | May 15, 2026 |
| IFM Investors Pty Ltd | History | No change | 21,273 | 406 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | New | 20,778 | 397 | 0.0% | — | 142 | +20,778 | New | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 20,534 | 392 | 0.0% | 0.0% | 143 | -5,127 | -19.98% | Q1 2026 | Apr 24, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 20,136 | 385 | 0.0% | 0.0% | 144 | +1 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 19,251 | 368 | 0.01% | 0.01% | 145 | -138 | -0.71% | Q1 2026 | May 04, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 18,565 | 354 | 0.02% | 0.02% | 146 | -432 | -2.27% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 18,019 | 344 | 0.0% | — | 147 | +18,019 | New | Q1 2026 | May 14, 2026 |
| Hazelview Securities Inc. | History | New | 17,260 | 330 | 0.06% | — | 148 | +17,260 | New | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 16,988 | 328 | 0.01% | — | 149 | +16,988 | New | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,787 | 320 | 0.0% | 0.0% | 150 | +207 | 1.25% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 15,706 | 300 | 0.0% | 0.0% | 151 | +5,157 | 48.89% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 15,152 | 289 | 0.0% | 0.0% | 152 | -4,587 | -23.24% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 14,996 | 286 | 0.0% | 0.0% | 153 | +20 | 0.13% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,720 | 262 | 0.0% | 0.0% | 154 | +3,450 | 33.59% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,458 | 257 | 0.0% | 0.0% | 155 | +925 | 7.38% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 13,105 | 250 | 0.0% | 0.0% | 156 | -598 | -4.36% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 13,041 | 249 | 0.0% | — | 157 | +13,041 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 12,568 | 240 | 0.0% | 0.0% | 158 | +2,146 | 20.59% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 12,393 | 237 | 0.0% | 0.0% | 159 | -2,580 | -17.23% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 11,873 | 227 | 0.0% | 0.0% | 160 | -342 | -2.8% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 11,798 | 226 | 0.01% | — | 161 | +11,798 | New | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,032 | 210 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 10,682 | 204 | 0.0% | — | 163 | +10,682 | New | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 10,500 | 200 | 0.0% | 0.0% | 164 | +4,500 | 75.0% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | New | 10,103 | 193 | 0.0% | — | 165 | +10,103 | New | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | New | 10,040 | 191 | 0.0% | — | 166 | +10,040 | New | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 9,808 | 188 | 0.0% | 0.0% | 167 | +5,299 | 117.52% | Q1 2026 | May 01, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 9,695 | 185 | 0.05% | 0.04% | 168 | +1,794 | 22.71% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,502 | 181 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,978 | 171 | 0.0% | 0.0% | 170 | +7,021 | 358.76% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 8,428 | 161 | 0.0% | 0.0% | 171 | +794 | 10.4% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,817 | 130 | 0.0% | 0.0% | 172 | +106 | 1.58% | Q1 2026 | May 08, 2026 |
| SUN LIFE FINANCIAL INC | History | New | 6,635 | 127 | 0.01% | — | 173 | +6,635 | New | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,612 | 107 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,418 | 103 | 0.0% | 0.01% | 175 | -26 | -0.48% | Q1 2026 | Apr 06, 2026 |
| KBC Group NV | History | No change | 4,733 | 90 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIL Ltd | History | Reduced | 4,478 | 85 | 0.0% | 0.0% | 177 | -180 | -3.86% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,375 | 83 | 0.0% | 0.0% | 178 | -3,245 | -42.59% | Q1 2026 | Apr 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,439 | 65 | 0.0% | 0.0% | 179 | -73 | -2.08% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 3,176 | 60 | 0.0% | 0.0% | 180 | +240 | 8.17% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,699 | 51 | 0.0% | 0.0% | 181 | -1,130 | -29.51% | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,646 | 50 | 0.01% | 0.01% | 182 | +126 | 5.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,494 | 47 | 0.0% | 0.0% | 183 | +66 | 2.72% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,023 | 38 | 0.0% | 0.0% | 184 | -370 | -15.46% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,981 | 37 | 0.0% | 0.0% | 185 | -187 | -8.63% | Q1 2026 | Apr 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,621 | 33 | 0.01% | — | 188 | +1,621 | New | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,746 | 33 | 0.0% | 0.0% | 187 | -70 | -3.85% | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,758 | 33 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | New | 1,492 | 28 | 0.03% | — | 189 | +1,492 | New | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,342 | 25 | 0.0% | 0.0% | 190 | +259 | 23.92% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,228 | 23 | 0.0% | 0.0% | 191 | +433 | 54.47% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,074 | 22 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,082 | 20 | 0.0% | — | 193 | +1,082 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 921 | 17 | 0.0% | 0.0% | 194 | +72 | 8.48% | Q1 2026 | Apr 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 848 | 16 | 0.0% | — | 196 | +848 | New | Q1 2026 | Apr 14, 2026 |
| UMB Bank, n.a. | History | Added to | 886 | 16 | 0.0% | 0.0% | 195 | +2 | 0.23% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 811 | 15 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 737 | 14 | 0.0% | 0.0% | 199 | +460 | 166.06% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 739 | 14 | 0.0% | 0.0% | 198 | +56 | 8.2% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 719 | 13 | 0.0% | 0.0% | 200 | -902 | -55.64% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 689 | 12 | 0.0% | — | 201 | +648 | 1580.49% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 668 | 12 | 0.0% | 0.0% | 202 | -219 | -24.69% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 585 | 11 | 0.0% | 0.0% | 203 | -520 | -47.06% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 535 | 10 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 468 | 10 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 490 | 9 | 0.0% | — | 207 | +490 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 517 | 9 | 0.0% | 0.0% | 206 | +316 | 157.21% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | New | 450 | 8 | 0.0% | — | 209 | +450 | New | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 450 | 8 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 392 | 7 | 0.0% | 0.0% | 210 | -90 | -18.67% | Q1 2026 | Apr 07, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 368 | 7 | 0.0% | 0.0% | 212 | +11 | 3.08% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 410 | 7 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 339 | 6 | 0.0% | — | 213 | +324 | 2160.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 277 | 5 | 0.0% | 0.0% | 214 | +87 | 45.79% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 275 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 3 | 0.0% | 0.0% | 216 | -1,900 | -90.48% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | No change | 190 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Bare Financial Services, Inc | History | Added to | 139 | 2 | 0.0% | — | 221 | +114 | 456.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | New | 109 | 2 | 0.0% | — | 222 | +109 | New | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | No change | 105 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| High Note Wealth, LLC | History | No change | 118 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 136 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 83 | 1 | 0.0% | — | 223 | +53 | 176.67% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 77 | 1 | 0.0% | — | 229 | +35 | 83.33% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 84 | 1 | 0.0% | 0.0% | 227 | +11 | 15.07% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 77 | 1 | 0.0% | 0.0% | 226 | -10 | -11.49% | Q1 2026 | Jun 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 70 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 97 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Quent Capital, LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,066,306 | -100.0% | Q1 2026 | May 15, 2026 |
| APG Asset Management US Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -694,831 | -100.0% | Q1 2026 | May 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -210,290 | -100.0% | Q1 2026 | May 11, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -185,000 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -100,156 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -51,013 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,400 | -100.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,049 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,314 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -12,694 | -100.0% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,310 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -12,189 | -100.0% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -11,168 | -100.0% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,901 | -100.0% | Q1 2026 | May 15, 2026 |
| Vanderbilt University | History | Closed out | 0 | 0 | — | 0.03% | — | -9,861 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Covestor Ltd | History | Reduced | 6 | 0 | — | 0.04% | — | -3,720 | -99.84% | Q1 2026 | May 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 42 | 0 | — | 0.0% | — | -759 | -94.76% | Q1 2026 | May 13, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -521 | -100.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -402 | -100.0% | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Prestige Wealth Management Group LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 14 | 0 | — | — | — | -11 | -44.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 19, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 29, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| Manchester Capital Management LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Signature Equity Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |