ALCON INC - ALC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 21,464,480 | 1,698,441 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 15,669,662 | 1,180,709 | 0.22% | 0.18% | 2 | +2,478,144 | 18.79% | Q1 2026 | May 05, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 14,871,607 | 1,124,144 | 0.03% | — | 3 | +14,871,607 | New | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 12,052,593 | 961,073 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 12,426,992 | 938,255 | 0.05% | 0.04% | 5 | +1,668,163 | 15.51% | Q1 2026 | May 15, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 9,720,601 | 732,455 | 1.53% | 1.6% | 6 | -427,491 | -4.21% | Q1 2026 | May 15, 2026 |
| AKO CAPITAL LLP | History | Added to | 9,324,656 | 695,604 | 13.62% | 9.28% | 7 | +1,637,956 | 21.31% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 9,021,224 | 679,749 | 0.1% | 0.24% | 8 | -9,920,114 | -52.37% | Q1 2026 | May 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 8,022,903 | 591,672 | 1.29% | 1.33% | 9 | +282,812 | 3.65% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,425,733 | 484,178 | 0.06% | 0.06% | 10 | +555,673 | 9.47% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 5,708,433 | 430,130 | 0.12% | 0.11% | 11 | +427,213 | 8.09% | Q1 2026 | May 15, 2026 |
| Select Equity Group, L.P. | History | Reduced | 5,676,304 | 418,614 | 2.14% | 2.14% | 12 | -542,000 | -8.72% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 5,463,726 | 405,042 | 1.39% | 1.16% | 13 | +844,883 | 18.29% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,979,932 | 375,237 | 0.12% | 0.13% | 14 | -243,653 | -4.66% | Q1 2026 | May 06, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,979,250 | 367,208 | 0.39% | 0.39% | 15 | +11,499 | 0.23% | Q1 2026 | Apr 22, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 4,354,455 | 329,153 | 0.08% | — | 16 | +4,354,455 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,292,926 | 324,594 | 0.08% | 0.1% | 17 | -766,424 | -15.15% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,159,025 | 313,384 | 0.05% | 0.05% | 18 | +21,487 | 0.52% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 4,129,323 | 311,805 | 0.52% | 0.36% | 19 | +1,275,323 | 44.69% | Q1 2026 | May 05, 2026 |
| SIH Partners, LLLP | History | Reduced | 4,084,690 | 307,781 | 4.06% | 6.45% | 20 | -232,004 | -5.37% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 3,950,897 | 291,371 | 0.07% | 0.07% | 21 | +53,234 | 1.37% | Q1 2026 | May 08, 2026 |
| Southpoint Capital Advisors LP | History | Added to | 3,400,000 | 256,190 | 5.27% | 3.66% | 22 | +1,400,000 | 70.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,115,377 | 234,743 | 0.02% | 0.02% | 23 | -880,784 | -22.04% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 2,827,214 | 213,030 | 0.05% | 0.08% | 24 | -1,466,608 | -34.16% | Q1 2026 | May 14, 2026 |
| CANTILLON CAPITAL MANAGEMENT LLC | History | Reduced | 2,507,095 | 188,909 | 1.26% | 1.21% | 25 | -338,026 | -11.88% | Q1 2026 | May 07, 2026 |
| Clearbridge Investments, LLC | History | Added to | 2,377,400 | 178,257 | 0.16% | 0.14% | 26 | +237,284 | 11.09% | Q1 2026 | May 13, 2026 |
| Troy Asset Management Ltd | History | Added to | 2,988,435 | 177,094 | 5.28% | 4.87% | 27 | +1,385 | 0.05% | Q1 2026 | May 11, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | Added to | 2,374,092 | 175,083 | 2.89% | 4.12% | 28 | +110,000 | 4.86% | Q1 2026 | Apr 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,175,125 | 161,302 | 0.19% | 0.04% | 29 | +1,674,141 | 334.17% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 2,074,627 | 156,821 | 0.14% | — | 30 | +2,074,627 | New | Q1 2026 | May 08, 2026 |
| Fiera Capital Corp | History | Added to | 2,060,804 | 155,281 | 0.53% | 0.51% | 31 | +32,683 | 1.61% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 2,052,229 | 154,635 | 0.83% | 1.01% | 32 | -289,656 | -12.37% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,906,904 | 143,685 | 0.62% | 0.65% | 33 | -106,354 | -5.28% | Q1 2026 | May 08, 2026 |
| Rudius Management LP | History | Reduced | 1,792,276 | 135,047 | 37.76% | 36.68% | 34 | -353,290 | -16.47% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,639,527 | 130,390 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 1,708,677 | 128,416 | 1.33% | 1.74% | 36 | -39,042 | -2.23% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,930,405 | 126,166 | 0.17% | — | 37 | +1,930,405 | New | Q1 2026 | May 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 1,599,496 | 120,041 | 0.36% | 0.32% | 38 | +118,115 | 7.97% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 1,557,335 | 117,366 | 0.13% | 0.13% | 39 | +81,237 | 5.5% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,540,125 | 116,048 | 0.01% | 0.01% | 40 | +120,755 | 8.51% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,514,823 | 111,714 | 0.05% | 0.04% | 41 | +514,724 | 51.47% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,441,463 | 106,192 | 0.01% | 0.01% | 42 | -1,524,701 | -51.4% | Q1 2026 | May 13, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 1,403,202 | 103,480 | 1.27% | 0.88% | 43 | +388,745 | 38.32% | Q1 2026 | Apr 15, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 1,340,866 | 101,034 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 1,334,494 | 98,930 | 0.06% | 0.07% | 45 | +83,331 | 6.66% | Q1 2026 | May 15, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Added to | 1,319,570 | 97,881 | 1.34% | 0.44% | 46 | +971,687 | 279.31% | Q1 2026 | May 15, 2026 |
| Ilex Capital Partners (UK) LLP | History | Added to | 1,248,215 | 92,533 | 2.28% | 2.66% | 47 | +70,143 | 5.95% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 1,203,109 | 88,726 | 0.09% | 0.1% | 48 | -34,393 | -2.78% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,171,041 | 88,237 | 0.11% | 0.16% | 49 | -609,004 | -34.21% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,160,598 | 87,451 | 0.05% | 0.05% | 50 | +83,409 | 7.74% | Q1 2026 | May 15, 2026 |
| Sustainable Growth Advisers, LP | History | Reduced | 1,102,071 | 83,041 | 0.78% | 1.16% | 51 | -1,029,428 | -48.3% | Q1 2026 | May 11, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 1,123,122 | 82,827 | 3.12% | 2.95% | 52 | +87,346 | 8.43% | Q1 2026 | Apr 20, 2026 |
| Nuveen, LLC | History | Reduced | 1,121,326 | 82,726 | 0.02% | 0.03% | 53 | -367,622 | -24.69% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,080,318 | 80,214 | 0.09% | 0.08% | 54 | +55,648 | 5.43% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,044,692 | 78,717 | 0.01% | 0.01% | 55 | +328,488 | 45.87% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 936,853 | 70,591 | 0.07% | 0.07% | 56 | +29,991 | 3.31% | Q1 2026 | May 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 813,900 | 61,327 | 0.75% | 0.73% | 57 | -9,201 | -1.12% | Q1 2026 | May 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 812,416 | 60,859 | 0.03% | 0.07% | 58 | -797,788 | -49.55% | Q1 2026 | May 14, 2026 |
| Vestal Point Capital, LP | History | Reduced | 800,000 | 60,280 | 1.69% | 2.96% | 59 | -305,000 | -27.6% | Q1 2026 | May 15, 2026 |
| SEB Asset Management AB | History | New | 775,780 | 57,211 | 0.24% | — | 60 | +775,780 | New | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 760,509 | 56,306 | 0.01% | 0.01% | 61 | -37,526 | -4.7% | Q1 2026 | May 11, 2026 |
| Ninety One North America, Inc. | History | Added to | 747,610 | 55,134 | 2.48% | 2.36% | 62 | +19,305 | 2.65% | Q1 2026 | Apr 24, 2026 |
| Sofinnova Investments, Inc. | History | Added to | 729,972 | 55,003 | 2.09% | 1.13% | 63 | +397,452 | 119.53% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 726,793 | 54,779 | 0.09% | 0.11% | 64 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 720,218 | 54,268 | 0.01% | 0.01% | 65 | -172,932 | -19.36% | Q1 2026 | May 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 696,723 | 52,498 | 1.49% | 1.64% | 66 | -19,902 | -2.78% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 699,039 | 52,436 | 0.05% | 0.05% | 67 | -26,760 | -3.69% | Q1 2026 | May 15, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 688,410 | 51,871 | 1.02% | 0.95% | 68 | -200 | -0.03% | Q1 2026 | May 04, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 703,352 | 51,870 | 0.17% | 0.12% | 69 | +224,224 | 46.8% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 684,093 | 51,546 | 0.0% | 0.0% | 70 | +80,585 | 13.35% | Q1 2026 | May 13, 2026 |
| M&G Plc | History | Added to | 698,079 | 51,523 | 0.27% | 0.26% | 71 | +59,898 | 9.39% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 648,939 | 51,142 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 675,548 | 50,902 | 0.01% | 0.02% | 73 | -44,130 | -6.13% | Q1 2026 | May 04, 2026 |
| LGT Group Foundation | History | Reduced | 642,681 | 47,643 | 0.58% | 0.81% | 74 | -293,180 | -31.33% | Q1 2026 | Apr 28, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 615,561 | 45,396 | 0.32% | 0.3% | 75 | -18,041 | -2.85% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 585,600 | 44,124 | 0.04% | 0.06% | 76 | +87,955 | 17.67% | Q1 2026 | May 15, 2026 |
| AVIVA PLC | History | Added to | 574,841 | 42,442 | 0.07% | 0.08% | 77 | +7,327 | 1.29% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 504,236 | 37,994 | 0.01% | 0.0% | 78 | +315,811 | 167.61% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 473,461 | 35,675 | 0.03% | 0.07% | 79 | -708,084 | -59.93% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 477,232 | 35,294 | 0.11% | 0.11% | 80 | +43,528 | 10.04% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 466,974 | 35,186 | 0.05% | 0.05% | 81 | -7,120 | -1.5% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 474,407 | 35,018 | 0.04% | 0.04% | 82 | +19,139 | 4.2% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 436,866 | 32,866 | 0.03% | 0.03% | 83 | -135,221 | -23.64% | Q1 2026 | May 14, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 414,141 | 31,205 | 1.4% | 1.46% | 84 | -27,694 | -6.27% | Q1 2026 | Apr 29, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 409,022 | 30,819 | 0.42% | 0.41% | 85 | -3,225 | -0.78% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 405,847 | 30,580 | 0.0% | 0.0% | 86 | +208,898 | 106.07% | Q1 2026 | May 12, 2026 |
| Pictet North America Advisors SA | History | Added to | 414,421 | 30,562 | 3.04% | 2.94% | 87 | +26,395 | 6.8% | Q1 2026 | Apr 14, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Reduced | 404,983 | 30,515 | 1.08% | 1.23% | 88 | -42,500 | -9.5% | Q1 2026 | May 04, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 403,015 | 30,367 | 0.08% | 0.06% | 89 | +64,008 | 18.88% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | Added to | 403,692 | 29,823 | 0.23% | 0.06% | 90 | +302,797 | 300.11% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 369,077 | 27,809 | 0.0% | 0.0% | 91 | -167,123 | -31.17% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 359,641 | 27,098 | 0.0% | 0.0% | 92 | +103,445 | 40.38% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | Added to | 342,604 | 25,815 | 0.01% | 0.01% | 93 | +1,277 | 0.37% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 343,480 | 25,562 | 0.03% | 0.03% | 94 | +30,225 | 9.65% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Reduced | 320,727 | 24,243 | 0.02% | 0.03% | 95 | -195,198 | -37.83% | Q1 2026 | May 15, 2026 |
| Douglas Lane & Associates, LLC | History | Added to | 312,163 | 23,521 | 0.34% | 0.31% | 96 | +22,139 | 7.63% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 314,034 | 23,280 | 0.01% | 0.01% | 97 | -2,803 | -0.88% | Q1 2026 | May 13, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 296,422 | 22,335 | 1.13% | 1.15% | 98 | -13,414 | -4.33% | Q1 2026 | Apr 27, 2026 |
| Madison Asset Management, LLC | History | Reduced | 296,121 | 22,312 | 0.28% | 0.29% | 99 | -24,779 | -7.72% | Q1 2026 | May 07, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 296,491 | 21,917 | 0.37% | 0.36% | 100 | +19,166 | 6.91% | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 291,433 | 21,488 | 0.01% | 0.01% | 101 | -6,216 | -2.09% | Q1 2026 | May 18, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 282,694 | 21,300 | 0.32% | 0.24% | 102 | +86,209 | 43.88% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 274,269 | 20,666 | 0.03% | 0.03% | 103 | +17,982 | 7.02% | Q1 2026 | May 13, 2026 |
| Korea Investment CORP | History | Reduced | 279,910 | 20,642 | 0.04% | 0.06% | 104 | -132,879 | -32.19% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 268,165 | 20,161 | 0.06% | 0.07% | 105 | +16,163 | 6.41% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 262,654 | 19,790 | 0.25% | 0.26% | 106 | -16,251 | -5.83% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 292,570 | 19,391 | 0.01% | 0.01% | 107 | +49,426 | 20.33% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 247,951 | 18,742 | 0.05% | — | 108 | +247,951 | New | Q1 2026 | May 08, 2026 |
| Dundas Partners LLP | History | Reduced | 249,707 | 18,510 | 1.48% | 1.42% | 109 | -2,711 | -1.07% | Q1 2026 | May 14, 2026 |
| MCDANIEL TERRY & CO | History | Added to | 243,992 | 18,378 | 1.56% | 1.58% | 110 | +13,870 | 6.03% | Q1 2026 | May 05, 2026 |
| Trexquant Investment LP | History | New | 234,843 | 17,695 | 0.13% | — | 111 | +234,843 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 239,676 | 17,577 | 0.01% | 0.0% | 112 | +235,442 | 5560.75% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 232,649 | 17,530 | 0.81% | 0.68% | 113 | +40,814 | 21.28% | Q1 2026 | May 12, 2026 |
| Woodline Partners LP | History | New | 232,129 | 17,490 | 0.07% | — | 114 | +232,129 | New | Q1 2026 | May 15, 2026 |
| Canoe Financial LP | History | Reduced | 232,228 | 17,214 | 0.23% | 0.36% | 115 | -100,600 | -30.23% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 230,286 | 17,167 | 0.01% | 0.0% | 116 | +119,840 | 108.51% | Q1 2026 | May 15, 2026 |
| Ninety One UK Ltd | History | Reduced | 226,185 | 17,024 | 0.04% | 0.04% | 117 | -20,090 | -8.16% | Q1 2026 | Apr 24, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 227,998 | 16,860 | 0.01% | 0.02% | 118 | -119,197 | -34.33% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 223,724 | 16,727 | 0.02% | 0.02% | 119 | -51,697 | -18.77% | Q1 2026 | May 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 221,830 | 16,608 | 0.9% | — | 120 | +221,830 | New | Q1 2026 | May 15, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | Added to | 218,867 | 16,491 | 2.0% | 1.98% | 121 | +17,434 | 8.65% | Q1 2026 | May 15, 2026 |
| BECK MACK & OLIVER LLC | History | Added to | 209,080 | 15,754 | 0.32% | 0.04% | 122 | +182,080 | 674.37% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 208,519 | 15,711 | 0.0% | 0.01% | 123 | -715 | -0.34% | Q1 2026 | May 14, 2026 |
| GAM Holding AG | History | No change | 195,449 | 15,611 | 1.0% | 1.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 258,363 | 15,310 | 0.32% | 0.32% | 125 | +14,116 | 5.78% | Q1 2026 | May 05, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Added to | 203,015 | 15,297 | 0.99% | 0.87% | 126 | +25,854 | 14.59% | Q1 2026 | Apr 29, 2026 |
| SYCOMORE ASSET MANAGEMENT | History | No change | 133,220 | 14,374 | 2.0% | 2.41% | 127 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 189,669 | 14,291 | 0.1% | 0.13% | 128 | -10,321 | -5.16% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 189,578 | 14,250 | 0.0% | 0.0% | 129 | +117,165 | 161.8% | Q1 2026 | May 15, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 180,366 | 13,590 | 1.69% | 1.75% | 130 | -3,313 | -1.8% | Q1 2026 | May 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 177,199 | 13,351 | 0.09% | — | 131 | +177,199 | New | Q1 2026 | May 15, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Added to | 176,860 | 13,326 | 2.49% | 2.35% | 132 | +12,802 | 7.8% | Q1 2026 | May 12, 2026 |
| Running Oak Capital LLC | History | Added to | 171,079 | 12,890 | 1.74% | 1.35% | 133 | +34,057 | 24.86% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 169,415 | 12,765 | 0.02% | 0.02% | 134 | +60,081 | 54.95% | Q1 2026 | May 15, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 167,696 | 12,635 | 0.85% | 0.79% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 160,996 | 12,131 | 0.12% | 0.15% | 136 | -13,914 | -7.95% | Q1 2026 | May 15, 2026 |
| Sone Capital Management, LLC | History | New | 155,829 | 11,741 | 0.99% | — | 137 | +155,829 | New | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 154,622 | 11,650 | 0.05% | 0.01% | 138 | +107,441 | 227.72% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 157,624 | 11,624 | 0.03% | 0.03% | 139 | -17,805 | -10.15% | Q1 2026 | May 15, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 148,949 | 11,388 | 0.38% | 0.37% | 140 | -1,541 | -1.02% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 151,050 | 11,381 | 0.01% | 0.01% | 141 | -16,088 | -9.63% | Q1 2026 | May 12, 2026 |
| EFG International AG | History | Added to | 144,851 | 10,914 | 0.23% | 0.07% | 142 | +99,293 | 217.95% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 139,930 | 10,577 | 0.01% | — | 143 | +139,930 | New | Q1 2026 | May 08, 2026 |
| LANSDOWNE PARTNERS (UK) LLP | History | Added to | 136,524 | 10,119 | 0.54% | 0.79% | 144 | +2,425 | 1.81% | Q1 2026 | May 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 123,631 | 9,315 | 0.34% | 0.36% | 145 | -284 | -0.23% | Q1 2026 | May 15, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 122,530 | 9,233 | 1.86% | 2.0% | 146 | -8,198 | -6.27% | Q1 2026 | May 01, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 121,182 | 9,126 | 0.01% | 0.02% | 147 | -121,853 | -50.14% | Q1 2026 | May 14, 2026 |
| ASR Vermogensbeheer N.V. | History | Reduced | 122,404 | 9,027 | 0.11% | 0.12% | 148 | -2,425 | -1.94% | Q1 2026 | Apr 30, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Added to | 117,689 | 8,868 | 0.76% | 0.7% | 149 | +15,769 | 15.47% | Q1 2026 | May 05, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 118,578 | 8,787 | 0.68% | 1.15% | 150 | -68,440 | -36.6% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 114,290 | 8,611 | 0.01% | 0.0% | 151 | +38,633 | 51.06% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 112,442 | 8,473 | 0.01% | — | 152 | +112,442 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 108,398 | 8,035 | 0.05% | 0.07% | 153 | -7,649 | -6.59% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 105,723 | 7,966 | 0.0% | 0.0% | 154 | +257 | 0.24% | Q1 2026 | May 06, 2026 |
| Walter Public Investments Inc. | History | Reduced | 105,083 | 7,918 | 1.89% | 1.87% | 155 | -28,819 | -21.52% | Q1 2026 | Apr 28, 2026 |
| OSSIAM | History | Added to | 105,667 | 7,894 | 0.14% | 0.16% | 156 | +2,427 | 2.35% | Q1 2026 | May 14, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 102,616 | 7,732 | 1.05% | 1.12% | 157 | -524 | -0.51% | Q1 2026 | May 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 104,442 | 7,712 | 0.01% | 0.01% | 158 | -33,945 | -24.53% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Added to | 102,357 | 7,712 | 0.01% | 0.01% | 159 | +12,223 | 13.56% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 97,576 | 7,689 | 0.0% | 0.0% | 160 | -21,544 | -18.09% | Q1 2026 | May 15, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 101,994 | 7,685 | 0.02% | 0.02% | 161 | -2,245 | -2.15% | Q1 2026 | May 01, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 102,852 | 7,632 | 0.16% | 0.17% | 162 | -1,971 | -1.88% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 100,008 | 7,535 | 0.0% | 0.0% | 163 | +28,859 | 40.56% | Q1 2026 | May 15, 2026 |
| USS Investment Management Ltd | History | Added to | 100,384 | 7,442 | 0.03% | 0.04% | 164 | +1,188 | 1.2% | Q1 2026 | Apr 24, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 100,905 | 7,441 | 0.0% | 0.0% | 165 | -22,227 | -18.05% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 96,105 | 7,225 | 0.01% | 0.02% | 166 | -50,587 | -34.49% | Q1 2026 | May 15, 2026 |
| WORMSER FRERES GESTION | History | Reduced | 95,231 | 7,215 | 5.21% | 4.43% | 167 | -2,389 | -2.45% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 94,627 | 7,130 | 0.01% | 0.01% | 168 | -22,248 | -19.04% | Q1 2026 | May 14, 2026 |
| SOROS CAPITAL MANAGEMENT LLC | History | Added to | 94,320 | 7,107 | 3.09% | 1.56% | 169 | +18,755 | 24.82% | Q1 2026 | May 15, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 88,661 | 6,963 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Reduced | 112,208 | 6,649 | 0.1% | 0.11% | 171 | -2,099 | -1.84% | Q1 2026 | May 22, 2026 |
| BRIDGER MANAGEMENT, LLC | History | Reduced | 84,300 | 6,352 | 4.96% | 5.48% | 172 | -23,900 | -22.09% | Q1 2026 | May 15, 2026 |
| Socorro Asset Management LP | History | Reduced | 83,135 | 6,264 | 2.83% | 2.89% | 173 | -11,615 | -12.26% | Q1 2026 | May 15, 2026 |
| FIRETRAIL INVESTMENTS PTY LTD | History | Added to | 84,729 | 6,257 | 2.14% | 2.12% | 174 | +4,117 | 5.11% | Q1 2026 | May 04, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 82,187 | 6,192 | 0.6% | 0.42% | 175 | +26,204 | 46.81% | Q1 2026 | May 05, 2026 |
| TCTC Holdings, LLC | History | Reduced | 80,121 | 6,037 | 0.17% | 0.19% | 176 | -100 | -0.12% | Q1 2026 | May 07, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 80,547 | 5,940 | 0.13% | 0.13% | 177 | +951 | 1.19% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 77,915 | 5,870 | 0.04% | 0.04% | 178 | +3,136 | 4.19% | Q1 2026 | May 05, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 76,317 | 5,750 | 0.12% | 0.21% | 179 | -50,000 | -39.58% | Q1 2026 | Apr 30, 2026 |
| Robeco Schweiz AG | History | Reduced | 70,299 | 5,297 | 0.11% | 0.16% | 180 | -20,330 | -22.43% | Q1 2026 | May 07, 2026 |
| Aquatic Capital Management LLC | History | Added to | 70,303 | 5,297 | 0.15% | 0.15% | 181 | +2,119 | 3.11% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 68,553 | 5,165 | 0.21% | 0.2% | 182 | -7,838 | -10.26% | Q1 2026 | May 13, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 62,250 | 4,690 | 0.21% | 0.21% | 183 | -7 | -0.01% | Q1 2026 | May 12, 2026 |
| Taproot Management LP | History | New | 61,992 | 4,671 | 0.88% | — | 184 | +61,992 | New | Q1 2026 | May 13, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 62,018 | 4,573 | 0.02% | 0.02% | 185 | +7,543 | 13.85% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 59,729 | 4,500 | 0.05% | 0.09% | 186 | -28,221 | -32.09% | Q1 2026 | Apr 23, 2026 |
| MIROVA | History | New | 58,536 | 4,410 | 0.18% | — | 187 | +58,536 | New | Q1 2026 | May 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 57,869 | 4,255 | 0.0% | 0.0% | 188 | -13,336 | -18.73% | Q1 2026 | May 13, 2026 |
| Aperture Investors, LLC | History | No change | 56,423 | 4,251 | 0.54% | 0.51% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 54,433 | 4,055 | 0.01% | 0.01% | 190 | -8,837 | -13.97% | Q1 2026 | May 12, 2026 |
| LGT Fund Management Co Ltd. | History | Reduced | 53,851 | 3,992 | 0.17% | 0.55% | 191 | -34,182 | -38.83% | Q1 2026 | Apr 28, 2026 |
| Walleye Trading LLC | History | Added to | 52,800 | 3,978 | 0.01% | 0.01% | 192 | +1,500 | 2.92% | Q1 2026 | May 08, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 52,678 | 3,969 | 0.26% | 0.27% | 193 | -3,311 | -5.91% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 49,913 | 3,760 | 0.01% | 0.01% | 194 | -1,522 | -2.96% | Q1 2026 | May 14, 2026 |
| Andra AP-fonden | History | New | 63,328 | 3,752 | 0.04% | — | 195 | +63,328 | New | Q1 2026 | May 08, 2026 |
| Choate Investment Advisors | History | Reduced | 49,519 | 3,731 | 0.07% | 0.11% | 196 | -19,481 | -28.23% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | Reduced | 49,415 | 3,723 | 0.02% | 0.1% | 197 | -374,824 | -88.35% | Q1 2026 | May 13, 2026 |
| Sciencast Management LP | History | New | 48,258 | 3,636 | 0.46% | — | 198 | +48,258 | New | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 47,607 | 3,587 | 0.01% | 0.01% | 199 | -3,790 | -7.37% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 47,541 | 3,582 | 0.0% | 0.0% | 200 | +2,769 | 6.18% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 47,234 | 3,559 | 0.03% | 0.03% | 201 | -3,894 | -7.62% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 47,970 | 3,537 | 0.02% | 0.02% | 202 | +3,692 | 8.34% | Q1 2026 | May 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 47,116 | 3,474 | 0.01% | 0.01% | 203 | +946 | 2.05% | Q1 2026 | Apr 20, 2026 |
| XTX Topco Ltd | History | Added to | 45,929 | 3,460 | 0.06% | 0.04% | 204 | +28,736 | 167.14% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 45,031 | 3,393 | 0.0% | 0.01% | 205 | -799 | -1.74% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 43,673 | 3,290 | 0.01% | 0.0% | 206 | +15,971 | 57.65% | Q1 2026 | May 14, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 41,279 | 3,110 | 0.13% | 0.14% | 207 | -4,100 | -9.04% | Q1 2026 | Apr 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 40,817 | 3,075 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 40,713 | 3,066 | 0.0% | 0.0% | 209 | -10,341 | -20.26% | Q1 2026 | May 13, 2026 |
| Troluce Capital Advisors LLC | History | New | 40,500 | 3,051 | 0.19% | — | 210 | +40,500 | New | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Added to | 40,100 | 3,021 | 0.09% | 0.03% | 211 | +26,845 | 202.53% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 40,076 | 3,019 | 0.02% | 0.02% | 212 | +2,664 | 7.12% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 39,819 | 3,000 | 0.01% | 0.01% | 213 | -4,580 | -10.32% | Q1 2026 | Apr 22, 2026 |
| IMC-Chicago, LLC | History | Added to | 38,074 | 2,868 | 0.0% | 0.0% | 214 | +3,774 | 11.0% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 35,677 | 2,688 | 0.0% | 0.01% | 215 | -13,036 | -26.76% | Q1 2026 | Apr 27, 2026 |
| Squarepoint Ops LLC | History | Reduced | 35,522 | 2,676 | 0.0% | 0.01% | 216 | -121,776 | -77.42% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 35,207 | 2,652 | 0.02% | 0.03% | 217 | -17,122 | -32.72% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 35,187 | 2,638 | 0.15% | — | 218 | +35,187 | New | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | New | 34,943 | 2,632 | 0.04% | — | 219 | +34,943 | New | Q1 2026 | May 04, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 34,626 | 2,609 | 1.25% | 1.36% | 220 | -1,034 | -2.9% | Q1 2026 | May 01, 2026 |
| Numerai GP LLC | History | Added to | 34,354 | 2,588 | 0.26% | 0.14% | 221 | +20,090 | 140.84% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 33,017 | 2,487 | 0.61% | 0.6% | 222 | +1,964 | 6.32% | Q1 2026 | Apr 08, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 30,726 | 2,315 | 0.16% | 0.26% | 223 | -17,393 | -36.15% | Q1 2026 | May 05, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 30,400 | 2,278 | 0.06% | 0.09% | 224 | -7,800 | -20.42% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 30,065 | 2,265 | 0.03% | 0.03% | 225 | -3,555 | -10.57% | Q1 2026 | May 05, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 30,000 | 2,260 | 0.01% | 0.01% | 226 | -5,000 | -14.29% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 28,929 | 2,179 | 0.01% | 0.01% | 227 | -6,492 | -18.33% | Q1 2026 | May 04, 2026 |
| Bridgewater Associates, LP | History | New | 28,891 | 2,176 | 0.01% | — | 228 | +28,891 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 29,399 | 2,168 | 0.0% | 0.0% | 229 | +5,724 | 24.18% | Q1 2026 | May 15, 2026 |
| 2Xideas AG | History | New | 29,111 | 2,150 | 0.84% | — | 230 | +29,111 | New | Q1 2026 | May 11, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 28,730 | 2,131 | 0.01% | 0.01% | 231 | +770 | 2.75% | Q1 2026 | May 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Reduced | 27,686 | 2,086 | 0.64% | 0.57% | 232 | -230 | -0.82% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 27,637 | 2,082 | 0.06% | 0.06% | 233 | +2,366 | 9.36% | Q1 2026 | Apr 27, 2026 |
| Baker Chad R | History | Added to | 27,525 | 2,074 | 0.39% | 0.12% | 234 | +19,300 | 234.65% | Q1 2026 | Apr 17, 2026 |
| ANTIPODES PARTNERS Ltd | History | Reduced | 26,559 | 1,958 | 0.04% | 0.04% | 235 | -190 | -0.71% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 25,541 | 1,924 | 0.0% | 0.0% | 236 | -374 | -1.44% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 25,294 | 1,909 | 0.01% | 0.0% | 237 | +23,908 | 1724.96% | Q1 2026 | May 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 25,336 | 1,877 | 0.03% | 0.1% | 238 | -66,334 | -72.36% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 24,410 | 1,839 | 0.01% | 0.01% | 239 | -668 | -2.66% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 24,028 | 1,810 | 0.02% | 0.02% | 240 | -1,466 | -5.75% | Q1 2026 | May 14, 2026 |
| Chicago Capital, LLC | History | Added to | 23,954 | 1,804 | 0.05% | 0.04% | 241 | +2,984 | 14.23% | Q1 2026 | Apr 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 23,563 | 1,775 | 0.01% | 0.01% | 242 | +8,404 | 55.44% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 22,867 | 1,723 | 0.0% | 0.0% | 243 | +562 | 2.52% | Q1 2026 | May 14, 2026 |
| HARDING LOEVNER LP | History | Reduced | 22,645 | 1,706 | 0.02% | 3.34% | 244 | -4,788,220 | -99.53% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | New | 22,433 | 1,663 | 0.01% | — | 245 | +22,433 | New | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 21,952 | 1,654 | 0.01% | 0.01% | 246 | -2,503 | -10.24% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 21,531 | 1,622 | 0.02% | 0.01% | 247 | +10,669 | 98.22% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 21,426 | 1,614 | 0.01% | — | 248 | +21,426 | New | Q1 2026 | May 15, 2026 |
| Cardinal Capital Management | History | Added to | 21,014 | 1,583 | 0.2% | 0.21% | 249 | +661 | 3.25% | Q1 2026 | Apr 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 20,707 | 1,560 | 0.02% | 0.02% | 250 | +2,349 | 12.8% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Added to | 20,677 | 1,558 | 0.07% | 0.09% | 251 | +68 | 0.33% | Q1 2026 | May 11, 2026 |
| Baader Bank Aktiengesellschaft | History | No change | 20,794 | 1,541 | 0.12% | 0.11% | 252 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 20,124 | 1,516 | 0.04% | 0.0% | 253 | +19,852 | 7298.53% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 19,985 | 1,505 | 0.06% | 0.07% | 254 | -555 | -2.7% | Q1 2026 | May 08, 2026 |
| Burkett Asset Management Ltd | History | Reduced | 19,914 | 1,500 | 1.48% | 1.68% | 255 | -1,225 | -5.79% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 19,885 | 1,499 | 0.0% | 0.0% | 256 | +935 | 4.93% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 19,415 | 1,462 | 0.04% | 0.05% | 257 | -836 | -4.13% | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 19,273 | 1,452 | 0.02% | 0.02% | 258 | -44 | -0.23% | Q1 2026 | May 12, 2026 |
| American Assets Investment Management, LLC | History | No change | 18,722 | 1,410 | 0.1% | 0.1% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 18,724 | 1,380 | 0.0% | 0.0% | 260 | -3,850 | -17.06% | Q1 2026 | May 13, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 18,300 | 1,378 | 0.02% | — | 261 | +18,300 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,099 | 1,363 | 0.0% | 0.0% | 262 | -160 | -0.88% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 17,981 | 1,354 | 0.02% | 0.02% | 263 | -61 | -0.34% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 17,855 | 1,345 | 0.0% | 0.0% | 264 | +1,691 | 10.46% | Q1 2026 | May 14, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 17,821 | 1,342 | 0.33% | 0.35% | 265 | +137 | 0.77% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 18,122 | 1,336 | 0.01% | 0.01% | 266 | -549 | -2.94% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,709 | 1,334 | 0.0% | 0.0% | 267 | -1,326 | -6.97% | Q1 2026 | May 05, 2026 |
| Callan Family Office, LLC | History | Reduced | 17,595 | 1,325 | 0.03% | 0.04% | 268 | -7,853 | -30.86% | Q1 2026 | May 13, 2026 |
| Morningstar Investment Management LLC | History | Added to | 17,357 | 1,312 | 0.08% | 0.07% | 269 | +1,909 | 12.36% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Added to | 17,369 | 1,311 | 0.01% | 0.01% | 270 | +1,753 | 11.23% | Q1 2026 | May 08, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 17,354 | 1,307 | 0.09% | 0.1% | 271 | -826 | -4.54% | Q1 2026 | Apr 10, 2026 |
| &PARTNERS | History | Reduced | 17,054 | 1,285 | 0.01% | 0.01% | 272 | -1,328 | -7.22% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | No change | 17,000 | 1,280 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 17,172 | 1,271 | 0.0% | — | 274 | +17,172 | New | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Reduced | 17,040 | 1,257 | 0.03% | 0.03% | 275 | -1,187 | -6.51% | Q1 2026 | May 07, 2026 |
| ALLIANZ SE | History | Reduced | 16,440 | 1,212 | 0.01% | 0.02% | 276 | -3,240 | -16.46% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 15,791 | 1,189 | 0.0% | 0.0% | 277 | -1,603 | -9.22% | Q1 2026 | May 13, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 15,231 | 1,147 | 0.97% | 1.02% | 278 | -211 | -1.37% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 15,380 | 1,133 | 0.2% | 0.11% | 279 | +6,675 | 76.68% | Q1 2026 | May 12, 2026 |
| ABN AMRO Bank N.V. | History | Added to | 14,867 | 1,116 | 0.01% | 0.01% | 280 | +1,617 | 12.2% | Q1 2026 | Apr 22, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 14,704 | 1,108 | 0.04% | 0.04% | 281 | -292 | -1.95% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 14,483 | 1,091 | 0.0% | 0.0% | 282 | -157 | -1.07% | Q1 2026 | May 08, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 14,289 | 1,076 | 0.02% | 0.02% | 283 | -294 | -2.02% | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | Added to | 13,900 | 1,047 | 0.12% | 0.16% | 284 | +3,389 | 32.24% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 13,608 | 1,025 | 0.0% | 0.0% | 285 | -14,602 | -51.76% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,502 | 1,017 | 0.01% | 0.02% | 286 | -828 | -5.78% | Q1 2026 | Apr 23, 2026 |
| Marex Group plc | History | Added to | 13,423 | 1,011 | 0.01% | 0.0% | 287 | +4,554 | 51.35% | Q1 2026 | May 13, 2026 |
| Patten Group, Inc. | History | Reduced | 13,286 | 1,001 | 0.17% | 0.21% | 288 | -943 | -6.63% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Reduced | 12,942 | 975 | 0.01% | 0.02% | 289 | -7,622 | -37.06% | Q1 2026 | May 12, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 12,745 | 960 | 0.49% | 0.52% | 290 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAVERICK CAPITAL LTD | History | New | 12,732 | 959 | 0.01% | — | 291 | +12,732 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 12,633 | 951 | 0.0% | 0.0% | 292 | -192 | -1.5% | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 12,248 | 922 | 0.0% | 0.0% | 293 | -464 | -3.65% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 12,081 | 910 | 0.01% | 0.01% | 294 | +752 | 6.64% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,041 | 907 | 0.03% | 0.02% | 295 | +2,724 | 29.24% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,876 | 894 | 0.0% | 0.0% | 296 | +1,099 | 10.2% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 11,814 | 890 | 0.02% | 0.02% | 297 | +104 | 0.89% | Q1 2026 | May 15, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 11,274 | 849 | 0.06% | — | 298 | +11,274 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,197 | 843 | 0.01% | 0.01% | 300 | +64 | 0.57% | Q1 2026 | Apr 07, 2026 |
| S&CO INC | History | No change | 11,196 | 843 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 11,205 | 839 | 0.01% | 0.02% | 301 | +647 | 6.13% | Q1 2026 | May 15, 2026 |
| Wahed Invest LLC | History | Added to | 11,273 | 831 | 0.11% | 0.1% | 302 | +1,338 | 13.47% | Q1 2026 | May 13, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 10,952 | 825 | 0.25% | 0.29% | 303 | -210 | -1.88% | Q1 2026 | Apr 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 10,739 | 809 | 0.01% | 0.01% | 304 | -1,585 | -12.86% | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 9,925 | 747 | 0.02% | 0.02% | 305 | -2,325 | -18.98% | Q1 2026 | May 14, 2026 |
| Clarkston Capital Partners, LLC | History | New | 9,771 | 736 | 0.06% | — | 306 | +9,771 | New | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 9,678 | 729 | 0.0% | 0.01% | 307 | -52,747 | -84.5% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,412 | 709 | 0.0% | 0.0% | 308 | -1,465 | -13.47% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,375 | 699 | 0.0% | 0.0% | 309 | -132 | -1.39% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 9,234 | 695 | 0.01% | — | 310 | +9,234 | New | Q1 2026 | May 05, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Added to | 9,220 | 694 | 0.39% | 0.3% | 311 | +3,205 | 53.28% | Q1 2026 | May 13, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 9,216 | 694 | 0.03% | 0.03% | 312 | -13 | -0.14% | Q1 2026 | Apr 30, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 9,182 | 691 | 0.21% | 0.19% | 313 | +1,010 | 12.36% | Q1 2026 | Apr 28, 2026 |
| CIBC Asset Management Inc | History | Added to | 8,917 | 671 | 0.0% | 0.0% | 314 | +3,850 | 75.98% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 8,857 | 667 | 0.0% | 0.0% | 315 | -1,406 | -13.7% | Q1 2026 | May 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 9,012 | 664 | 0.0% | 0.0% | 316 | -5,053 | -35.93% | Q1 2026 | May 13, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | No change | 8,833 | 651 | 0.1% | 0.1% | 317 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 8,513 | 641 | 0.01% | 0.02% | 318 | -5,483 | -39.18% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 8,406 | 633 | 0.04% | 0.04% | 319 | -854 | -9.22% | Q1 2026 | Apr 30, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 8,377 | 631 | 0.02% | 0.02% | 320 | -1,363 | -13.99% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,381 | 628 | 0.0% | 0.0% | 321 | +400 | 5.01% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,284 | 624 | 0.0% | 0.01% | 322 | -372 | -4.3% | Q1 2026 | Apr 07, 2026 |
| Ethic Inc. | History | Added to | 8,270 | 623 | 0.01% | 0.0% | 323 | +4,784 | 137.23% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,731 | 583 | 0.0% | 0.0% | 324 | +294 | 3.95% | Q1 2026 | Apr 30, 2026 |
| Marotta Asset Management | History | Reduced | 7,655 | 578 | 0.11% | 0.11% | 325 | -3 | -0.04% | Q1 2026 | Apr 27, 2026 |
| Value Partners Investments Inc. | History | New | 7,636 | 575 | 0.04% | — | 326 | +7,636 | New | Q1 2026 | Apr 21, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 7,547 | 568 | 0.52% | 0.51% | 327 | +375 | 5.23% | Q1 2026 | May 08, 2026 |
| Simmons Bank | History | Reduced | 7,461 | 562 | 0.04% | 0.04% | 328 | -323 | -4.15% | Q1 2026 | Apr 23, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 7,520 | 554 | 0.0% | — | 331 | +7,520 | New | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 7,361 | 554 | 0.01% | 0.01% | 329 | -176 | -2.34% | Q1 2026 | May 05, 2026 |
| DV EQUITIES, LLC | History | No change | 7,039 | 554 | 0.1% | 0.1% | 330 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 7,284 | 548 | 0.06% | 0.07% | 332 | -1,770 | -19.55% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 7,398 | 546 | 0.0% | 0.0% | 333 | +233 | 3.25% | Q1 2026 | May 01, 2026 |
| Twin Tree Management, LP | History | New | 7,146 | 538 | 0.01% | — | 334 | +7,146 | New | Q1 2026 | May 14, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 7,090 | 534 | 0.06% | 0.07% | 335 | -644 | -8.33% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,003 | 527 | 0.0% | 0.0% | 336 | -677 | -8.82% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | New | 6,984 | 526 | 0.01% | — | 337 | +6,984 | New | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 6,960 | 524 | 0.0% | 0.01% | 338 | -1,782 | -20.38% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,958 | 524 | 0.01% | 0.01% | 339 | -155 | -2.18% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 6,765 | 509 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Argent Trust Co | History | Reduced | 6,621 | 498 | 0.02% | 0.02% | 341 | -510 | -7.15% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 6,568 | 494 | 0.01% | 0.01% | 342 | +693 | 11.8% | Q1 2026 | Apr 22, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 6,354 | 478 | 0.01% | 0.02% | 343 | -19,054 | -74.99% | Q1 2026 | Apr 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 6,355 | 478 | 0.06% | 0.07% | 344 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 6,342 | 477 | 0.03% | 0.02% | 345 | +220 | 3.59% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 6,303 | 474 | 0.02% | 0.03% | 346 | -966 | -13.29% | Q1 2026 | May 13, 2026 |
| BAHL & GAYNOR INC | History | No change | 6,265 | 472 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | No change | 6,123 | 461 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 5,968 | 449 | 0.0% | 0.0% | 349 | -46 | -0.76% | Q1 2026 | May 05, 2026 |
| Henry James International Management Inc. | History | No change | 5,871 | 442 | 0.16% | 0.15% | 350 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,851 | 440 | 0.0% | 0.0% | 351 | -8,577 | -59.45% | Q1 2026 | Apr 24, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 5,721 | 431 | 0.0% | 0.0% | 352 | -2,836 | -33.14% | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,668 | 427 | 0.02% | — | 353 | +5,668 | New | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,603 | 422 | 0.01% | 0.01% | 354 | +9 | 0.16% | Q1 2026 | May 01, 2026 |
| Climber Capital SA | History | New | 5,664 | 419 | 0.27% | — | 355 | +5,664 | New | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Added to | 5,368 | 404 | 0.01% | 0.01% | 359 | +362 | 7.23% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,373 | 404 | 0.0% | 0.0% | 357 | +307 | 6.06% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,368 | 404 | 0.0% | 0.0% | 358 | -161 | -2.91% | Q1 2026 | Apr 27, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 5,372 | 404 | 0.1% | 0.11% | 356 | -63 | -1.16% | Q1 2026 | May 11, 2026 |
| Portside Wealth Group, LLC | History | Added to | 5,333 | 401 | 0.05% | 0.06% | 361 | +55 | 1.04% | Q1 2026 | May 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 5,323 | 401 | 0.04% | 0.04% | 360 | -16 | -0.3% | Q1 2026 | May 14, 2026 |
| FAYEZ SAROFIM & CO | History | Added to | 5,149 | 387 | 0.0% | 0.0% | 362 | +130 | 2.59% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 5,087 | 383 | 0.0% | 0.0% | 363 | +364 | 7.71% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 5,166 | 382 | 0.0% | — | 364 | +5,166 | New | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,060 | 381 | 0.04% | 0.05% | 365 | +515 | 11.33% | Q1 2026 | Apr 06, 2026 |
| Texas Bank & Trust Co | History | Added to | 5,002 | 376 | 0.14% | 0.14% | 366 | +120 | 2.46% | Q1 2026 | Apr 30, 2026 |
| Aaron Wealth Advisors LLC | History | New | 4,984 | 375 | 0.02% | — | 367 | +4,984 | New | Q1 2026 | Apr 21, 2026 |
| Mediolanum International Funds Ltd | History | Added to | 5,023 | 372 | 0.0% | 0.0% | 368 | +1,613 | 47.3% | Q1 2026 | May 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 4,832 | 364 | 0.0% | — | 369 | +4,832 | New | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | New | 4,808 | 362 | 0.3% | — | 371 | +4,808 | New | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 4,809 | 362 | 0.02% | 0.02% | 370 | -62 | -1.27% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | New | 4,800 | 361 | 0.04% | — | 372 | +4,800 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 4,775 | 359 | 0.01% | 0.01% | 373 | -838 | -14.93% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,756 | 358 | 0.0% | 0.01% | 374 | -17,292 | -78.43% | Q1 2026 | May 01, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 4,740 | 357 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 4,725 | 356 | 0.05% | 0.05% | 376 | -216 | -4.37% | Q1 2026 | Apr 15, 2026 |
| Live Oak Private Wealth LLC | History | New | 4,708 | 354 | 0.05% | — | 377 | +4,708 | New | Q1 2026 | Apr 20, 2026 |
| PCM Encore, LLC | History | Added to | 4,621 | 348 | 0.07% | 0.07% | 378 | +161 | 3.61% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,584 | 345 | 0.0% | 0.0% | 379 | +291 | 6.78% | Q1 2026 | May 15, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 4,577 | 344 | 0.09% | 0.1% | 380 | -61 | -1.32% | Q1 2026 | May 01, 2026 |
| Ballentine Partners, LLC | History | Added to | 4,471 | 336 | 0.0% | 0.0% | 381 | +269 | 6.4% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,454 | 335 | 0.0% | — | 382 | +4,454 | New | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Reduced | 4,398 | 331 | 0.01% | 0.01% | 383 | -525 | -10.66% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 4,381 | 330 | 0.0% | 0.01% | 384 | -16,338 | -78.86% | Q1 2026 | Apr 15, 2026 |
| Ruggaard & Associates LLC | History | No change | 4,196 | 330 | 0.13% | 0.13% | 385 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 4,213 | 317 | 0.06% | 0.07% | 386 | -67 | -1.57% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | No change | 4,100 | 309 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 4,093 | 307 | 0.01% | 0.01% | 388 | +539 | 15.17% | Q1 2026 | May 14, 2026 |
| Gerald Baker Financial Group LLC | History | New | 4,072 | 306 | 0.1% | — | 389 | +4,072 | New | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,059 | 305 | 0.0% | 0.0% | 390 | -722 | -15.1% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,012 | 302 | 0.0% | 0.01% | 392 | -5,604 | -58.28% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,021 | 302 | 0.01% | 0.01% | 391 | +116 | 2.97% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,054 | 300 | 0.0% | 0.0% | 393 | +545 | 15.53% | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | Reduced | 3,942 | 297 | 0.1% | 0.09% | 394 | -282 | -6.68% | Q1 2026 | May 01, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,919 | 295 | 0.02% | — | 396 | +3,919 | New | Q1 2026 | May 08, 2026 |
| Keel Point, LLC | History | No change | 3,750 | 295 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,734 | 294 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 3,856 | 290 | 0.0% | 0.04% | 398 | -33,534 | -89.69% | Q1 2026 | May 15, 2026 |
| NORDEN GROUP LLC | History | Added to | 3,841 | 289 | 0.03% | 0.02% | 399 | +768 | 24.99% | Q1 2026 | Apr 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 3,789 | 286 | 0.17% | 0.15% | 400 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 3,788 | 285 | 0.04% | 0.06% | 401 | -1,044 | -21.61% | Q1 2026 | Apr 30, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | New | 3,767 | 283 | 0.01% | — | 402 | +3,767 | New | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 3,724 | 280 | 0.01% | 0.01% | 403 | +136 | 3.79% | Q1 2026 | Apr 10, 2026 |
| GREENLEAF TRUST | History | Added to | 3,704 | 279 | 0.0% | 0.0% | 404 | +64 | 1.76% | Q1 2026 | Apr 27, 2026 |
| First Affirmative Financial Network | History | New | 3,681 | 277 | 0.11% | — | 405 | +3,681 | New | Q1 2026 | May 11, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 3,629 | 273 | 0.41% | 0.43% | 406 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 3,597 | 267 | 0.0% | 0.0% | 407 | -2,519 | -41.19% | Q1 2026 | May 15, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 3,520 | 265 | 0.04% | — | 409 | +3,520 | New | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 3,530 | 265 | 0.0% | 0.0% | 408 | -91 | -2.51% | Q1 2026 | Apr 28, 2026 |
| Perbak Capital Partners LLP | History | Added to | 3,513 | 264 | 0.06% | 0.08% | 410 | +358 | 11.35% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 3,503 | 263 | 0.02% | 0.02% | 411 | +131 | 3.88% | Q1 2026 | Apr 28, 2026 |
| Trust Point Inc. | History | New | 3,459 | 260 | 0.02% | — | 413 | +3,459 | New | Q1 2026 | Apr 15, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 3,462 | 260 | 0.04% | 0.05% | 412 | -35 | -1.0% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 3,424 | 257 | 0.0% | 0.0% | 414 | +569 | 19.93% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 3,404 | 256 | 0.0% | 0.0% | 415 | -765 | -18.35% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,399 | 256 | 0.0% | 0.0% | 416 | -635 | -15.74% | Q1 2026 | Apr 30, 2026 |
| Magnetar Financial LLC | History | Added to | 3,337 | 251 | 0.0% | 0.0% | 417 | +87 | 2.68% | Q1 2026 | May 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 3,240 | 244 | 0.04% | — | 418 | +3,240 | New | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | New | 3,192 | 240 | 0.02% | — | 419 | +3,192 | New | Q1 2026 | May 05, 2026 |
| Hardy Reed LLC | History | Added to | 3,166 | 238 | 0.02% | 0.02% | 421 | +220 | 7.47% | Q1 2026 | Apr 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 3,164 | 238 | 0.02% | 0.02% | 420 | +8 | 0.25% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | New | 3,139 | 236 | 0.01% | — | 422 | +3,139 | New | Q1 2026 | Apr 20, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 3,123 | 235 | 0.07% | — | 423 | +3,123 | New | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,101 | 234 | 0.0% | 0.0% | 424 | -426 | -12.08% | Q1 2026 | Apr 07, 2026 |
| Argyle Capital Partners, LLC | History | No change | 3,101 | 233 | 0.17% | 0.18% | 425 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mengis Capital Management, Inc. | History | No change | 3,092 | 232 | 0.04% | 0.04% | 426 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,054 | 230 | 0.0% | 0.0% | 427 | +847 | 38.38% | Q1 2026 | May 07, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | New | 3,049 | 229 | 0.02% | — | 428 | +3,049 | New | Q1 2026 | May 08, 2026 |
| Dakota Wealth Management | History | No change | 3,026 | 228 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trust Co of the South | History | New | 3,025 | 227 | 0.04% | — | 430 | +3,025 | New | Q1 2026 | Apr 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,980 | 224 | 0.0% | 0.0% | 431 | +294 | 10.95% | Q1 2026 | May 15, 2026 |
| Corient IA LLC | History | No change | 2,980 | 224 | 0.21% | 0.22% | 432 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,901 | 218 | 0.01% | 0.01% | 433 | -1,032 | -26.24% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,891 | 217 | 0.0% | 0.0% | 434 | -291 | -9.15% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,951 | 214 | 0.0% | — | 436 | +2,951 | New | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,852 | 214 | 0.01% | 0.01% | 435 | +936 | 48.85% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 2,831 | 213 | 0.02% | 0.02% | 437 | +302 | 11.94% | Q1 2026 | Apr 30, 2026 |
| Brooklyn Investment Group | History | New | 2,781 | 209 | 0.01% | — | 438 | +2,781 | New | Q1 2026 | Apr 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 2,703 | 203 | 0.0% | 0.0% | 440 | -304 | -10.11% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,702 | 203 | 0.02% | 0.02% | 439 | +181 | 7.18% | Q1 2026 | May 11, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 2,543 | 200 | 0.04% | 0.04% | 441 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,601 | 195 | 0.0% | 0.0% | 442 | -75 | -2.8% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,588 | 195 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 2,481 | 186 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,216 | 166 | 0.0% | 0.0% | 445 | -209 | -8.62% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 2,162 | 163 | 0.0% | 0.0% | 446 | +102 | 4.95% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 2,103 | 158 | 0.0% | 0.0% | 447 | +78 | 3.85% | Q1 2026 | May 14, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 2,492 | 153 | 0.02% | — | 448 | +2,492 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,012 | 151 | 0.0% | 0.0% | 449 | +101 | 5.29% | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | Reduced | 1,976 | 146 | 0.04% | 0.07% | 450 | -2,107 | -51.6% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,767 | 133 | 0.0% | 0.0% | 451 | -371 | -17.35% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,574 | 124 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 1,582 | 119 | 0.05% | 0.05% | 453 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,478 | 116 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,506 | 113 | 0.0% | 0.0% | 455 | -20 | -1.31% | Q1 2026 | Apr 30, 2026 |
| MidFirst Bank | History | Reduced | 1,463 | 110 | 0.01% | 0.01% | 457 | -734 | -33.41% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 1,467 | 110 | 0.0% | 0.0% | 456 | +397 | 37.1% | Q1 2026 | May 14, 2026 |
| Cromwell Holdings LLC | History | No change | 1,390 | 104 | 0.06% | 0.06% | 458 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,333 | 100 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Park Place Capital Corp | History | No change | 1,337 | 100 | 0.02% | 0.02% | 460 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,243 | 93 | 0.0% | 0.0% | 461 | -2,592 | -67.59% | Q1 2026 | May 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,238 | 93 | 0.03% | 0.03% | 462 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,174 | 88 | 0.0% | 0.0% | 463 | -74 | -5.93% | Q1 2026 | Apr 13, 2026 |
| Exane Asset Management | History | New | 1,288 | 87 | 0.02% | — | 464 | +1,288 | New | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,153 | 84 | 0.0% | 0.01% | 465 | -1,965 | -63.02% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | Added to | 1,114 | 83 | 0.01% | 0.01% | 467 | +32 | 2.96% | Q1 2026 | Apr 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,107 | 83 | 0.02% | 0.02% | 466 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Reduced | 1,073 | 80 | 0.0% | 0.0% | 468 | -378 | -26.05% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,042 | 78 | 0.0% | 0.0% | 469 | -40 | -3.7% | Q1 2026 | Apr 20, 2026 |
| Groupe la Francaise | History | Reduced | 1,008 | 74 | 0.0% | 0.0% | 470 | -192 | -16.0% | Q1 2026 | May 21, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 980 | 73 | 0.01% | 0.0% | 471 | +706 | 257.66% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 963 | 71 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clean Yield Group | History | No change | 950 | 71 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | New | 918 | 69 | 0.0% | — | 474 | +918 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 877 | 66 | 0.0% | 0.0% | 475 | +12 | 1.39% | Q1 2026 | Apr 06, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 868 | 65 | 0.01% | 0.01% | 476 | +202 | 30.33% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 820 | 61 | 0.01% | 0.01% | 477 | -201 | -19.69% | Q1 2026 | Apr 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 808 | 60 | 0.0% | — | 480 | +808 | New | Q1 2026 | Apr 29, 2026 |
| Security National Bank | History | No change | 800 | 60 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Centerpoint Advisors, LLC | History | No change | 795 | 60 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 754 | 56 | 0.02% | — | 481 | +754 | New | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | Added to | 740 | 55 | 0.01% | 0.01% | 482 | +47 | 6.78% | Q1 2026 | Apr 02, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 750 | 55 | 0.02% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 720 | 53 | 0.03% | 0.03% | 484 | -142 | -16.47% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | Reduced | 698 | 52 | 0.01% | 0.01% | 485 | -57 | -7.55% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 669 | 50 | 0.01% | 0.01% | 486 | -1 | -0.15% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Added to | 646 | 48 | 0.0% | 0.0% | 487 | +17 | 2.7% | Q1 2026 | Apr 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 653 | 47 | 0.0% | 0.0% | 489 | -43 | -6.18% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 627 | 47 | 0.0% | 0.0% | 488 | +41 | 7.0% | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 576 | 43 | 0.01% | 0.1% | 490 | -4,862 | -89.41% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 511 | 38 | 0.0% | 0.0% | 491 | -284 | -35.72% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 491 | 37 | 0.0% | 0.0% | 492 | +395 | 411.46% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 483 | 36 | 0.0% | 0.0% | 493 | -42 | -8.0% | Q1 2026 | Apr 17, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 472 | 35 | 0.0% | 0.0% | 494 | -194 | -29.13% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 433 | 32 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | Added to | 419 | 31 | 0.01% | 0.0% | 497 | +316 | 306.8% | Q1 2026 | Apr 13, 2026 |
| PALLADIEM, LLC | History | No change | 407 | 31 | 0.03% | 0.03% | 496 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pacifica Partners Inc. | History | No change | 410 | 30 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 400 | 30 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 385 | 29 | 0.0% | 0.0% | 500 | -599 | -60.87% | Q1 2026 | Apr 30, 2026 |
| North Star Investment Management Corp. | History | Added to | 358 | 26 | 0.0% | 0.0% | 502 | +19 | 5.6% | Q1 2026 | Apr 23, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 350 | 26 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Grove Bank & Trust | History | Reduced | 344 | 25 | 0.0% | 0.0% | 503 | -40 | -10.42% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 322 | 24 | 0.0% | 0.0% | 505 | -83 | -20.49% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 323 | 24 | 0.0% | 0.0% | 504 | -20 | -5.83% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 316 | 23 | 0.0% | 0.01% | 508 | -320 | -50.31% | Q1 2026 | May 06, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 301 | 23 | 0.02% | 0.03% | 506 | -186 | -38.19% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 300 | 23 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 304 | 22 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 287 | 21 | 0.0% | 0.0% | 510 | +9 | 3.24% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 266 | 20 | 0.0% | 0.0% | 512 | -65 | -19.64% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 254 | 20 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Added to | 262 | 19 | 0.0% | 0.0% | 513 | +121 | 85.82% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 252 | 18 | 0.0% | — | 520 | +252 | New | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 240 | 18 | 0.02% | 0.01% | 519 | +52 | 27.66% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 252 | 18 | 0.0% | 0.0% | 517 | +1 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Financial Management Professionals, Inc. | History | No change | 248 | 18 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 251 | 18 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 251 | 18 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 250 | 18 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,111 | 17 | 0.0% | 0.0% | 521 | -686 | -18.07% | Q1 2026 | May 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 205 | 16 | 0.02% | 0.02% | 522 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 200 | 15 | 0.0% | 0.01% | 524 | -7,085 | -97.25% | Q1 2026 | Apr 22, 2026 |
| SouthState Bank Corp | History | Reduced | 203 | 15 | 0.0% | 0.0% | 523 | -94 | -31.65% | Q1 2026 | May 05, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 204 | 15 | 0.0% | 0.0% | 525 | +15 | 7.94% | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | No change | 200 | 15 | 0.01% | 0.0% | 526 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Destiny Wealth Partners, LLC | History | New | 189 | 14 | 0.0% | — | 530 | +189 | New | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Added to | 189 | 14 | 0.0% | 0.0% | 528 | +31 | 19.62% | Q1 2026 | May 08, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 193 | 14 | 0.0% | 0.0% | 527 | -22 | -10.23% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | No change | 191 | 14 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 181 | 13 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 173 | 13 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 179 | 13 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 171 | 12 | 0.0% | 0.0% | 538 | -31 | -15.35% | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 160 | 12 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 160 | 12 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 170 | 12 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Pacific Financial | History | No change | 169 | 12 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | No change | 162 | 12 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 169 | 12 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 148 | 11 | 0.0% | — | 544 | +148 | New | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 154 | 11 | 0.01% | 0.0% | 542 | +140 | 1000.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Reduced | 155 | 11 | 0.0% | 0.01% | 543 | -74 | -32.31% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 156 | 11 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Operose Advisors LLC | History | New | 143 | 10 | 0.0% | — | 548 | +143 | New | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 139 | 10 | 0.0% | 0.0% | 545 | +2 | 1.46% | Q1 2026 | Apr 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 146 | 10 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 142 | 10 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 132 | 9 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 118 | 8 | 0.0% | 0.0% | 550 | -228 | -65.9% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 110 | 8 | 0.0% | 0.0% | 553 | -179 | -61.94% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 111 | 8 | 0.0% | — | 561 | +111 | New | Q1 2026 | May 19, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 108 | 8 | 0.0% | 0.0% | 554 | +42 | 63.64% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 117 | 8 | 0.0% | 0.0% | 556 | +24 | 25.81% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | Added to | 114 | 8 | 0.0% | 0.0% | 558 | +13 | 12.87% | Q1 2026 | May 04, 2026 |
| GW&K Investment Management, LLC | History | Added to | 109 | 8 | 0.0% | 0.0% | 551 | +12 | 12.37% | Q1 2026 | May 13, 2026 |
| MOTCO | History | Reduced | 114 | 8 | 0.0% | 0.0% | 552 | -10 | -8.06% | Q1 2026 | Apr 22, 2026 |
| Richardson Capital Management LLC | History | No change | 107 | 8 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 112 | 8 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McMillan Office, Inc. | History | No change | 113 | 8 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Advocate Investing Services LLC | History | No change | 107 | 8 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 99 | 7 | 0.0% | 0.0% | 565 | -80 | -44.69% | Q1 2026 | Apr 21, 2026 |
| Avalon Trust Co | History | Added to | 100 | 7 | 0.0% | 0.0% | 568 | +27 | 36.99% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | Reduced | 92 | 7 | 0.0% | 0.0% | 563 | -3 | -3.16% | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 93 | 7 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 7 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 7 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 101 | 7 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MTM Investment Management, LLC | History | No change | 98 | 7 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | No change | 97 | 7 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 94 | 7 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 93 | 7 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Banque Transatlantique SA | History | New | 91 | 6 | 0.0% | — | 576 | +91 | New | Q1 2026 | May 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 86 | 6 | 0.0% | — | 577 | +86 | New | Q1 2026 | Apr 02, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CNB Bank | History | No change | 80 | 6 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 83 | 6 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 67 | 5 | 0.0% | 0.0% | 578 | -230 | -77.44% | Q1 2026 | Apr 29, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 67 | 5 | 0.0% | — | 582 | +67 | New | Q1 2026 | May 13, 2026 |
| CX Institutional | History | No change | 66 | 5 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| LGT Financial Advisors LLC | History | No change | 79 | 5 | 0.03% | 0.04% | 580 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 58 | 4 | 0.0% | 0.0% | 585 | -1,363 | -95.92% | Q1 2026 | Apr 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 63 | 4 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bangor Savings Bank | History | No change | 57 | 4 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 50 | 3 | 0.0% | 0.0% | 590 | -413 | -89.2% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 42 | 3 | 0.0% | 0.0% | 591 | -84 | -66.67% | Q1 2026 | Apr 20, 2026 |
| RMG Wealth Management LLC | History | New | 63 | 3 | 0.0% | — | 607 | +63 | New | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | New | 42 | 3 | 0.0% | — | 606 | +42 | New | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | Added to | 40 | 3 | 0.0% | — | 600 | +33 | 471.43% | Q1 2026 | Apr 29, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 52 | 3 | 0.0% | 0.0% | 589 | +15 | 40.54% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 50 | 3 | 0.0% | 0.0% | 595 | +8 | 19.05% | Q1 2026 | May 08, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 40 | 3 | 0.0% | 0.0% | 594 | -5 | -11.11% | Q1 2026 | May 05, 2026 |
| Trust Co | History | No change | 40 | 3 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 45 | 3 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 43 | 3 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| UNION SAVINGS BANK | History | No change | 40 | 3 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Perspectives, Inc | History | No change | 44 | 3 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Crews Bank & Trust | History | No change | 43 | 3 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | No change | 47 | 3 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 45 | 3 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 29 | 2 | 0.0% | — | 623 | +29 | New | Q1 2026 | May 12, 2026 |
| PlanVest Financial, Inc | History | New | 29 | 2 | 0.0% | — | 624 | +29 | New | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 35 | 2 | 0.0% | 0.0% | 616 | -25 | -41.67% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 28 | 2 | 0.0% | 0.0% | 609 | -11 | -28.21% | Q1 2026 | Apr 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 20 | 2 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 32 | 2 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Penserra Capital Management LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TSFG, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| High Note Wealth, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Granite FO LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Meramec Financial Planners, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 635 | -134 | -85.35% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | New | 26 | 1 | 0.0% | — | 643 | +26 | New | Q1 2026 | May 19, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 20 | 1 | 0.0% | — | 645 | +20 | New | Q1 2026 | May 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 16 | 1 | 0.0% | — | 642 | +16 | New | Q1 2026 | Apr 13, 2026 |
| Burk Holdings LLC | History | New | 16 | 1 | 0.0% | — | 644 | +16 | New | Q1 2026 | May 07, 2026 |
| CVA Family Office, LLC | History | Added to | 24 | 1 | 0.0% | — | 632 | +13 | 118.18% | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | Added to | 17 | 1 | 0.0% | — | 637 | +10 | 142.86% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 23 | 1 | 0.0% | 0.0% | 634 | -4 | -14.81% | Q1 2026 | Apr 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 20 | 1 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 26 | 1 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Coastline Trust Co | History | No change | 25 | 1 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| JNBA Financial Advisors | History | No change | 20 | 1 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | No change | 24 | 1 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 15 | 1 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 20 | 1 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 20 | 1 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunrise Financial Services, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 20 | 1 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.03% | — | -3,151,749 | -100.0% | Q1 2026 | May 15, 2026 |
| Liontrust Investment Partners LLP | History | Closed out | 0 | 0 | — | 1.67% | — | -1,411,358 | -100.0% | Q1 2026 | May 20, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -1,311,825 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1 | 0 | — | 0.02% | — | -459,874 | -100.0% | Q1 2026 | May 12, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -435,222 | -100.0% | Q1 2026 | May 12, 2026 |
| M.D. Sass, LLC | History | Closed out | 0 | 0 | — | 2.68% | — | -431,003 | -100.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Closed out | 0 | 0 | — | 0.1% | — | -329,125 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -278,268 | -100.0% | Q1 2026 | May 13, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.83% | — | -88,480 | -100.0% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.12% | — | -63,179 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Bellecapital International Ltd. | History | New | 62,300 | 0 | — | — | — | +62,300 | New | Q1 2026 | May 12, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.24% | — | -36,921 | -100.0% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,549 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Closed out | 0 | 0 | — | 0.11% | — | -30,652 | -100.0% | Q1 2026 | May 11, 2026 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 1.29% | — | -26,085 | -100.0% | Q1 2026 | May 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.12% | — | -22,961 | -100.0% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,500 | -100.0% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,201 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,687 | -100.0% | Q1 2026 | May 15, 2026 |
| Phraction Management LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -15,811 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,778 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,750 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -11,653 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HighVista Strategies LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,440 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,390 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,287 | -100.0% | Q1 2026 | May 04, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,615 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,076 | -100.0% | Q1 2026 | May 15, 2026 |
| Qtron Investments LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,238 | -100.0% | Q1 2026 | May 15, 2026 |
| SUMMITRY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,063 | -100.0% | Q1 2026 | May 22, 2026 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,045 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,911 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,786 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,400 | -100.0% | Q1 2026 | May 15, 2026 |
| New Vernon Capital Holdings II LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,326 | -100.0% | Q1 2026 | May 15, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -3,089 | -100.0% | Q1 2026 | May 13, 2026 |
| SATURNA CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,045 | -100.0% | Q1 2026 | May 11, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,896 | -100.0% | Q1 2026 | Apr 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,880 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,780 | -100.0% | Q1 2026 | May 14, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,743 | -100.0% | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,703 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,669 | -100.0% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,653 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,633 | -100.0% | Q1 2026 | May 07, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,607 | -100.0% | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -439 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.01% | — | -403 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q1 2026 | May 12, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -202 | -100.0% | Q1 2026 | May 01, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -142 | -100.0% | Q1 2026 | May 05, 2026 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | Apr 06, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 01, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | Apr 20, 2026 |
| West Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -10 | -58.82% | Q1 2026 | Apr 28, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -8 | -42.11% | Q1 2026 | May 07, 2026 |
| Stone House Investment Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 22, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 07, 2026 |
| Purpose Unlimited Inc. | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q1 2026 | Apr 10, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 13 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Heritage Wealth Advisors | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FORSTA AP-FONDEN | History | No change | 108,961 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Team Financial Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| New Millennium Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WPG Advisers, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |