Amphastar Pharmaceuticals, Inc. - AMPH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 5,421,343 | 106,204 | 0.0% | 0.0% | 1 | -40,672 | -0.74% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,608,158 | 69,846 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,027,947 | 39,726 | 0.01% | 0.01% | 3 | +228,262 | 12.68% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 1,607,515 | 31,491 | 0.0% | 0.0% | 4 | +75,729 | 4.94% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,543,655 | 30,240 | 0.0% | — | 5 | +1,543,655 | New | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 1,541,044 | 30,189 | 0.02% | 0.04% | 6 | -422,008 | -21.5% | Q1 2026 | May 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 1,395,139 | 27,330 | 0.09% | 0.13% | 7 | +676 | 0.05% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,025,640 | 20,092 | 0.02% | 0.03% | 8 | -211,644 | -17.11% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,017,538 | 19,933 | 0.01% | 0.01% | 9 | +352,202 | 52.94% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 976,650 | 19,135 | 0.0% | 0.0% | 10 | +89,825 | 10.13% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Reduced | 944,789 | 18,508 | 0.15% | 0.22% | 11 | -142,477 | -13.1% | Q1 2026 | Apr 24, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 898,895 | 17,609 | 0.11% | 0.17% | 12 | -227,690 | -20.21% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 787,816 | 15,433 | 0.0% | — | 13 | +787,816 | New | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 665,542 | 13,037 | 0.01% | 0.01% | 14 | +108,476 | 19.47% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 651,714 | 12,767 | 0.03% | 0.01% | 15 | +541,414 | 490.86% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 604,774 | 11,847 | 0.0% | 0.0% | 16 | +103,370 | 20.62% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 553,900 | 10,850 | 0.02% | 0.02% | 17 | +9,200 | 1.69% | Q1 2026 | May 14, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 452,898 | 8,872 | 0.2% | 0.27% | 18 | +17,318 | 3.98% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 420,337 | 8,234 | 0.0% | 0.0% | 19 | -171,294 | -28.95% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 420,263 | 8,232 | 0.0% | 0.0% | 20 | +163,639 | 63.77% | Q1 2026 | May 05, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 406,175 | 7,956 | 0.08% | 0.1% | 21 | +53,878 | 15.29% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 372,279 | 7,292 | 0.0% | 0.0% | 22 | +888 | 0.24% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 371,373 | 7,275 | 0.0% | 0.0% | 23 | +80,700 | 27.76% | Q1 2026 | May 15, 2026 |
| Bridge City Capital, LLC | History | Added to | 335,105 | 6,564 | 1.82% | 1.85% | 24 | +99,620 | 42.3% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 330,457 | 6,473 | 0.13% | 0.18% | 25 | +6,908 | 2.14% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 329,388 | 6,452 | 0.0% | 0.0% | 26 | -227,321 | -40.83% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 325,291 | 6,372 | 0.0% | 0.01% | 27 | -234,135 | -41.85% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 321,039 | 6,289 | 0.0% | 0.0% | 28 | -29,668 | -8.46% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Added to | 266,465 | 5,220 | 0.58% | 0.63% | 29 | +54,700 | 25.83% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 249,617 | 4,889 | 0.0% | 0.0% | 30 | -55,544 | -18.2% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 243,226 | 4,764 | 0.0% | 0.0% | 31 | -15,835 | -6.11% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 231,044 | 4,526 | 0.0% | — | 32 | +231,044 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 209,131 | 4,096 | 0.0% | 0.0% | 33 | -8,843 | -4.06% | Q1 2026 | May 04, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 187,348 | 3,670 | 0.2% | 0.18% | 34 | +66,172 | 54.61% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 181,332 | 3,552 | 0.02% | 0.08% | 35 | +15,425 | 9.3% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 174,323 | 3,414 | 0.0% | 0.0% | 36 | +46,149 | 36.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 171,188 | 3,353 | 0.01% | 0.02% | 37 | -60,117 | -25.99% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 156,077 | 3,057 | 0.0% | 0.0% | 38 | +35,184 | 29.1% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 153,475 | 3,006 | 0.0% | 0.0% | 39 | -77,262 | -33.48% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 150,591 | 2,950 | 0.0% | 0.0% | 40 | +10,281 | 7.33% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 148,722 | 2,913 | 0.0% | 0.0% | 41 | +22,754 | 18.06% | Q1 2026 | May 06, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 105,417 | 2,823 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 139,402 | 2,730 | 0.0% | 0.0% | 43 | +110,298 | 378.98% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 139,305 | 2,728 | 0.0% | 0.0% | 44 | +113,260 | 434.86% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 138,148 | 2,706 | 0.0% | 0.0% | 45 | +39,470 | 40.0% | Q1 2026 | May 15, 2026 |
| LAM GROUP, INC. | History | No change | 130,800 | 2,562 | 1.41% | 2.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 126,574 | 2,479 | 0.01% | 0.01% | 47 | +4,069 | 3.32% | Q1 2026 | May 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 123,824 | 2,421 | 0.0% | 0.0% | 48 | -5,320 | -4.12% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 122,046 | 2,391 | 0.0% | 0.0% | 49 | +1,156 | 0.96% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 103,929 | 2,035 | 0.01% | 0.01% | 50 | +16,746 | 19.21% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 104,574 | 2,009 | 0.0% | 0.0% | 51 | -54,070 | -34.08% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 87,736 | 1,718 | 0.03% | 0.03% | 52 | +39,129 | 80.5% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 85,440 | 1,673 | 0.0% | 0.0% | 53 | -155,584 | -64.55% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 83,721 | 1,640 | 0.0% | 0.0% | 54 | +1,331 | 1.62% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 82,416 | 1,614 | 0.01% | 0.0% | 55 | +72,998 | 775.09% | Q1 2026 | Apr 14, 2026 |
| Legal & General Group Plc | History | Reduced | 80,916 | 1,585 | 0.0% | 0.0% | 56 | -9,814 | -10.82% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 78,775 | 1,543 | 0.0% | 0.0% | 57 | -54,940 | -41.09% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 78,778 | 1,543 | 0.0% | 0.0% | 58 | +11,126 | 16.45% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 56,430 | 1,511 | 0.0% | 0.0% | 59 | -4,200 | -6.93% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 76,595 | 1,500 | 0.0% | 0.0% | 60 | +494 | 0.65% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 72,600 | 1,422 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 66,407 | 1,300 | 0.0% | — | 62 | +66,407 | New | Q1 2026 | Apr 21, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 63,000 | 1,234 | 0.27% | — | 63 | +63,000 | New | Q1 2026 | May 11, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 62,360 | 1,222 | 0.02% | 0.05% | 64 | -62,770 | -50.16% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 56,181 | 1,100 | 0.0% | — | 65 | +56,181 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 55,375 | 1,084 | 0.0% | 0.0% | 66 | +143 | 0.26% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 53,738 | 1,052 | 0.0% | 0.0% | 67 | -621 | -1.14% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 50,693 | 993 | 0.0% | 0.0% | 68 | +3,490 | 7.39% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 50,163 | 982 | 0.0% | — | 69 | +50,163 | New | Q1 2026 | May 08, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 48,462 | 949 | 0.03% | 0.05% | 70 | -7,233 | -12.99% | Q1 2026 | May 05, 2026 |
| Trexquant Investment LP | History | Reduced | 47,867 | 937 | 0.01% | 0.03% | 71 | -65,806 | -57.89% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,903 | 880 | 0.0% | 0.0% | 72 | +8,107 | 22.03% | Q1 2026 | May 15, 2026 |
| Polaris Capital Management, LLC | History | Added to | 43,232 | 846 | 0.07% | 0.08% | 73 | +7,700 | 21.67% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 42,019 | 823 | 0.0% | 0.0% | 74 | -3,283 | -7.25% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 38,017 | 753 | 0.0% | — | 75 | +38,017 | New | Q1 2026 | Apr 30, 2026 |
| Man Group plc | History | Added to | 37,274 | 730 | 0.0% | 0.0% | 76 | +23,123 | 163.4% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 35,904 | 703 | 0.0% | 0.0% | 77 | +7,624 | 26.96% | Q1 2026 | May 11, 2026 |
| Legato Capital Management LLC | History | Added to | 34,135 | 668 | 0.06% | 0.06% | 78 | +7,545 | 28.38% | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 33,318 | 652 | 0.01% | 0.0% | 79 | +22,133 | 197.88% | Q1 2026 | May 22, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 33,131 | 649 | 0.0% | 0.0% | 80 | +3,574 | 12.09% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 32,806 | 643 | 0.0% | 0.0% | 81 | -60,709 | -64.92% | Q1 2026 | Apr 16, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 32,633 | 639 | 0.39% | 0.58% | 82 | -5,567 | -14.57% | Q1 2026 | Apr 24, 2026 |
| Quadrature Capital Ltd | History | New | 30,561 | 598 | 0.01% | — | 83 | +30,561 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 30,216 | 593 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Added to | 29,857 | 584 | 0.0% | 0.01% | 85 | +2,264 | 8.2% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 28,345 | 555 | 0.0% | 0.0% | 86 | +13,485 | 90.75% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 28,299 | 554 | 0.0% | 0.0% | 87 | -7,499 | -20.95% | Q1 2026 | May 15, 2026 |
| Illumine Investment Management, LLC | History | Reduced | 28,078 | 550 | 0.42% | 0.55% | 88 | -250 | -0.88% | Q1 2026 | May 04, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 27,410 | 536 | 0.01% | 0.01% | 89 | -506 | -1.81% | Q1 2026 | Apr 20, 2026 |
| Advisor OS, LLC | History | No change | 25,405 | 497 | 0.04% | 0.05% | 90 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 25,335 | 496 | 0.06% | 0.05% | 91 | +10,174 | 67.11% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 24,207 | 474 | 0.0% | 0.02% | 92 | -39,025 | -61.72% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,618 | 463 | 0.0% | 0.0% | 93 | -695 | -2.86% | Q1 2026 | May 01, 2026 |
| Vident Advisory, LLC | History | Added to | 23,244 | 455 | 0.0% | 0.0% | 94 | +2,835 | 13.89% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 23,052 | 451 | 0.0% | — | 95 | +23,052 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 21,825 | 428 | 0.0% | 0.0% | 96 | -1,152 | -5.01% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 21,283 | 416 | 0.0% | 0.0% | 97 | -54,036 | -71.74% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,761 | 406 | 0.0% | 0.0% | 98 | -314 | -1.49% | Q1 2026 | May 14, 2026 |
| Round Rock Advisors LLC | History | Added to | 20,495 | 401 | 0.06% | 0.08% | 99 | +18 | 0.09% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 19,528 | 382 | 0.0% | 0.01% | 100 | -1,385 | -6.62% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 19,055 | 373 | 0.0% | 0.0% | 101 | -65,399 | -77.44% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | New | 18,597 | 364 | 0.0% | — | 102 | +18,597 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,268 | 357 | 0.0% | 0.0% | 103 | -10,555 | -36.62% | Q1 2026 | May 04, 2026 |
| nVerses Capital, LLC | History | New | 17,685 | 346 | 0.31% | — | 104 | +17,685 | New | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 17,388 | 340 | 0.0% | 0.0% | 105 | -118 | -0.67% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 12,362 | 331 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 16,846 | 330 | 0.0% | 0.0% | 108 | -33 | -0.2% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,868 | 330 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Creative Planning | History | Reduced | 16,403 | 321 | 0.0% | 0.0% | 109 | -35,261 | -68.25% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 16,300 | 319 | 0.0% | 0.0% | 110 | -13,500 | -45.3% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 15,879 | 311 | 0.0% | 0.0% | 111 | -523 | -3.19% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,700 | 307 | 0.01% | 0.01% | 112 | -500 | -3.09% | Q1 2026 | Apr 20, 2026 |
| Assenagon Asset Management S.A. | History | No change | 15,216 | 298 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,601 | 286 | 0.0% | 0.0% | 114 | +6,468 | 79.53% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 14,079 | 275 | 0.0% | 0.0% | 115 | -9,458 | -40.18% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,817 | 271 | 0.0% | 0.0% | 116 | -413 | -2.9% | Q1 2026 | Apr 22, 2026 |
| Quantedge Capital Pte Ltd | History | Reduced | 13,500 | 264 | 0.14% | 1.17% | 117 | -78,200 | -85.28% | Q1 2026 | May 12, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 13,066 | 255 | 0.03% | — | 119 | +13,066 | New | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,040 | 255 | 0.0% | 0.0% | 118 | +186 | 1.45% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 12,564 | 246 | 0.0% | — | 120 | +12,564 | New | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,367 | 242 | 0.0% | 0.0% | 121 | -2,294 | -15.65% | Q1 2026 | May 04, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 11,614 | 227 | 0.0% | 0.01% | 123 | -8,851 | -43.25% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 8,488 | 227 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,510 | 225 | 0.0% | — | 124 | +11,510 | New | Q1 2026 | May 13, 2026 |
| PDT Partners, LLC | History | New | 11,441 | 224 | 0.01% | — | 125 | +11,441 | New | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 11,235 | 220 | 0.0% | — | 126 | +11,235 | New | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Reduced | 10,949 | 214 | 0.01% | 0.01% | 127 | -5,434 | -33.17% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,913 | 213 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 10,658 | 208 | 0.01% | 0.01% | 129 | -463 | -4.16% | Q1 2026 | Apr 24, 2026 |
| AlphaQuest LLC | History | No change | 7,720 | 206 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 10,385 | 203 | 0.0% | 0.01% | 131 | -6,217 | -37.45% | Q1 2026 | Apr 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,290 | 201 | 0.0% | 0.0% | 132 | -172 | -1.64% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,263 | 201 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,215 | 200 | 0.0% | 0.0% | 134 | -204 | -1.96% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 10,098 | 197 | 0.0% | 0.0% | 135 | -330 | -3.16% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,053 | 178 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,750 | 171 | 0.0% | 0.0% | 137 | +8,241 | 1619.06% | Q1 2026 | May 01, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,619 | 168 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,567 | 167 | 0.0% | — | 139 | +8,567 | New | Q1 2026 | May 08, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 8,051 | 157 | 0.01% | 0.02% | 141 | +563 | 7.52% | Q1 2026 | Apr 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,042 | 157 | 0.0% | 0.0% | 140 | -100 | -1.23% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,900 | 154 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,783 | 152 | 0.0% | 0.0% | 143 | +279 | 3.72% | Q1 2026 | May 15, 2026 |
| Corient IA LLC | History | Reduced | 6,670 | 130 | 0.12% | 0.19% | 144 | -830 | -11.07% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,449 | 106 | 0.0% | 0.0% | 145 | -359 | -6.18% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,265 | 103 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,918 | 76 | 0.0% | 0.0% | 147 | +2,131 | 119.25% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,523 | 68 | 0.0% | 0.0% | 148 | -5,742 | -61.98% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,445 | 67 | 0.0% | 0.0% | 149 | -284 | -7.62% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,101 | 60 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 2,973 | 58 | 0.0% | 0.05% | 151 | -61,150 | -95.36% | Q1 2026 | Apr 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,366 | 46 | 0.0% | 0.0% | 153 | +133 | 5.96% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,379 | 46 | 0.0% | 0.0% | 152 | -39 | -1.61% | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,027 | 40 | 0.0% | 0.0% | 154 | -2,457 | -54.79% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Added to | 1,607 | 31 | 0.0% | 0.0% | 156 | +367 | 29.6% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,174 | 31 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 1,294 | 25 | 0.0% | 0.0% | 157 | -2,229 | -63.27% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 878 | 23 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,131 | 22 | 0.0% | 0.0% | 159 | -1,603 | -58.63% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,136 | 22 | 0.0% | 0.0% | 160 | -245 | -17.74% | Q1 2026 | Apr 07, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,024 | 20 | 0.0% | 0.0% | 161 | +122 | 13.53% | Q1 2026 | Apr 15, 2026 |
| Vanguard National Trust Co | History | New | 886 | 17 | 0.0% | — | 162 | +886 | New | Q1 2026 | May 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 718 | 14 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 658 | 12 | 0.0% | 0.0% | 164 | -1,025 | -60.9% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 657 | 12 | 0.0% | 0.0% | 165 | +589 | 866.18% | Q1 2026 | Jun 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 589 | 11 | 0.0% | 0.0% | 166 | +81 | 15.94% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 588 | 11 | 0.0% | 0.0% | 167 | +46 | 8.49% | Q1 2026 | Apr 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 391 | 8 | 0.0% | 0.0% | 168 | +120 | 44.28% | Q1 2026 | Apr 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 396 | 7 | 0.0% | 0.0% | 171 | -3,366 | -89.47% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 361 | 7 | 0.0% | 0.0% | 169 | -259 | -41.77% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 371 | 7 | 0.0% | 0.0% | 170 | +13 | 3.63% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 339 | 6 | 0.0% | 0.0% | 173 | -1,346 | -79.88% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 318 | 6 | 0.0% | 0.0% | 172 | -488 | -60.55% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 283 | 5 | 0.0% | 0.0% | 175 | -1,332 | -82.48% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 262 | 5 | 0.0% | — | 177 | +262 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 288 | 5 | 0.0% | 0.0% | 174 | -243 | -45.76% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 273 | 5 | 0.0% | 0.0% | 176 | +14 | 5.41% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 217 | 4 | 0.0% | 0.0% | 180 | -19,180 | -98.88% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 214 | 4 | 0.0% | 0.0% | 178 | -1,527 | -87.71% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 224 | 4 | 0.0% | 0.0% | 179 | -543 | -70.8% | Q1 2026 | Apr 13, 2026 |
| Bank of New Hampshire | History | New | 206 | 4 | 0.0% | — | 183 | +206 | New | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 218 | 4 | 0.0% | 0.0% | 181 | -144 | -39.78% | Q1 2026 | Apr 06, 2026 |
| Spire Wealth Management | History | Reduced | 206 | 4 | 0.0% | 0.0% | 182 | -7 | -3.29% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 177 | 3 | 0.0% | — | 187 | +177 | New | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 170 | 3 | 0.0% | — | 186 | +159 | 1445.45% | Q1 2026 | Apr 16, 2026 |
| UMB Bank, n.a. | History | Reduced | 180 | 3 | 0.0% | 0.0% | 184 | -70 | -28.0% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 156 | 3 | 0.0% | 0.0% | 185 | -17 | -9.83% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 121 | 2 | 0.0% | 0.0% | 191 | -79 | -39.5% | Q1 2026 | May 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 124 | 2 | 0.0% | 0.0% | 188 | +24 | 24.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 107 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| City State Bank | History | No change | 150 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 70 | 1 | 0.0% | 0.0% | 193 | -900 | -92.78% | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | New | 100 | 1 | 0.0% | — | 198 | +100 | New | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 100 | 1 | 0.0% | — | 199 | +100 | New | Q1 2026 | May 08, 2026 |
| Truvestments Capital LLC | History | Reduced | 96 | 1 | 0.0% | 0.0% | 194 | -58 | -37.66% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 60 | 1 | 0.0% | — | 192 | +27 | 81.82% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 37 | 1 | 0.0% | 0.0% | 196 | -22 | -37.29% | Q1 2026 | May 05, 2026 |
| HighMark Wealth Management LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WealthCollab, LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -402,563 | -100.0% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -317,482 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -177,744 | -100.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -111,439 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -77,467 | -100.0% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -66,969 | -100.0% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -62,192 | -100.0% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -30,682 | -100.0% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,802 | -100.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -26,303 | -100.0% | Q1 2026 | May 18, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -20,848 | -100.0% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,844 | -100.0% | Q1 2026 | May 06, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,431 | -100.0% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,568 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,339 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,929 | -100.0% | Q1 2026 | May 14, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,852 | -100.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -14,649 | -100.0% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,515 | -100.0% | Q1 2026 | May 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.01% | — | -12,400 | -100.0% | Q1 2026 | May 13, 2026 |
| CIM, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,342 | -100.0% | Q1 2026 | May 18, 2026 |
| Significant Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -9,624 | -100.0% | Q1 2026 | Apr 08, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,332 | -100.0% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,186 | -100.0% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,083 | -100.0% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,760 | -100.0% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,742 | -100.0% | Q1 2026 | Apr 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,721 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,682 | -100.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -7,561 | -100.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 43 | 0 | — | 0.0% | — | -1,443 | -97.11% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -912 | -100.0% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -819 | -100.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -748 | -97.4% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Reduced | 15 | 0 | — | 0.01% | — | -747 | -98.03% | Q1 2026 | Apr 30, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -66 | -73.33% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Reduced | 24 | 0 | — | 0.0% | — | -60 | -71.43% | Q1 2026 | May 01, 2026 |
| Bare Financial Services, Inc | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 21 | 0 | — | 0.0% | — | -38 | -64.41% | Q1 2026 | May 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 28 | 0 | — | 0.0% | — | -36 | -56.25% | Q1 2026 | Jun 02, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | Apr 17, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1 | 0 | — | — | — | -24 | -96.0% | Q1 2026 | May 07, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 27, 2026 |
| Elequin Capital, LP | History | Reduced | 7 | 0 | — | — | — | -20 | -74.07% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 14 | 0 | — | — | — | -8 | -36.36% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 44 | 0 | — | 0.0% | — | +1 | 2.33% | Q1 2026 | Apr 27, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trust Co | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |