Amentum Holdings, Inc. - AMTM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN SECURITIES LLC | History | No change | 45,026,743 | 1,174,297 | 29.88% | 100.0% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 21,473,778 | 560,036 | 0.09% | 0.1% | 2 | -360,225 | -1.65% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 17,841,283 | 465,300 | 0.01% | 0.01% | 3 | +382,184 | 2.19% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 15,411,745 | 446,940 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 12,085,294 | 315,184 | 0.25% | 0.27% | 5 | -41,633 | -0.34% | Q1 2026 | May 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 7,852,951 | 204,804 | 0.01% | — | 6 | +7,852,951 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,650,879 | 173,454 | 0.0% | — | 7 | +6,650,879 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 5,578,386 | 145,484 | 0.01% | 0.01% | 8 | -1,128,918 | -16.83% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 5,079,041 | 132,461 | 0.0% | 0.0% | 9 | +17,421 | 0.34% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 4,930,210 | 128,579 | 1.32% | 1.78% | 10 | -842,766 | -14.6% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,787,420 | 98,767 | 0.02% | 0.01% | 11 | +1,954,494 | 106.63% | Q1 2026 | May 07, 2026 |
| Arvin Capital Management LP | History | Added to | 2,817,700 | 73,485 | 8.97% | 9.84% | 12 | +1,016,708 | 56.45% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,814,415 | 73,424 | 0.0% | 0.0% | 13 | +155,051 | 5.83% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,785,134 | 72,636 | 0.1% | 0.09% | 14 | +823,207 | 41.96% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 2,604,911 | 67,936 | 0.08% | 0.09% | 15 | -189,506 | -6.78% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 2,294,097 | 66,528 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Added to | 2,489,334 | 64,922 | 2.22% | 2.03% | 17 | +936,260 | 60.28% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,405,041 | 62,723 | 0.0% | 0.0% | 18 | +1,247,614 | 107.79% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,234,913 | 58,286 | 0.0% | 0.0% | 19 | +159,561 | 7.69% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,100,457 | 54,780 | 0.1% | 0.11% | 20 | +31,353 | 1.52% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,067,930 | 53,931 | 0.01% | 0.01% | 21 | +115,928 | 5.94% | Q1 2026 | May 15, 2026 |
| SEGRA CAPITAL MANAGEMENT, LLC | History | Added to | 1,812,726 | 47,275 | 19.06% | 12.43% | 22 | +1,207,916 | 199.72% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 1,710,775 | 44,617 | 0.01% | 0.0% | 23 | +1,504,673 | 730.06% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,630,563 | 42,525 | 0.05% | 0.02% | 24 | +935,276 | 134.52% | Q1 2026 | May 15, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | Reduced | 1,622,982 | 42,327 | 0.7% | 1.08% | 25 | -771,147 | -32.21% | Q1 2026 | May 14, 2026 |
| Permian Investment Partners, LP | History | New | 1,567,000 | 40,867 | 4.52% | — | 26 | +1,567,000 | New | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | New | 1,565,223 | 40,821 | 0.06% | — | 27 | +1,565,223 | New | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 1,525,884 | 39,795 | 0.7% | 0.93% | 28 | -395,925 | -20.6% | Q1 2026 | May 11, 2026 |
| Caption Management, LLC | History | Added to | 1,432,822 | 37,367 | 0.22% | 0.11% | 29 | +876,222 | 157.42% | Q1 2026 | May 15, 2026 |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC | History | Added to | 1,396,000 | 36,407 | 10.77% | 16.32% | 30 | +4,000 | 0.29% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 1,297,946 | 33,850 | 0.22% | 0.1% | 31 | +432,774 | 50.02% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,262,249 | 32,919 | 0.0% | 0.0% | 32 | +234,349 | 22.8% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 1,199,491 | 31,282 | 0.03% | 0.03% | 33 | +52,014 | 4.53% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,131,438 | 29,507 | 0.0% | 0.0% | 34 | +487,280 | 75.65% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 1,081,336 | 28,201 | 0.04% | 0.04% | 35 | -37,594 | -3.36% | Q1 2026 | May 14, 2026 |
| Troluce Capital Advisors LLC | History | New | 1,000,000 | 26,080 | 1.6% | — | 36 | +1,000,000 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 984,105 | 25,665 | 0.0% | 0.0% | 37 | +31,128 | 3.27% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 947,460 | 24,709 | 0.01% | — | 38 | +947,460 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 928,077 | 24,204 | 0.02% | 0.03% | 39 | +290,091 | 45.47% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 908,599 | 23,696 | 0.0% | 0.0% | 40 | -13,498 | -1.46% | Q1 2026 | May 05, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 881,692 | 22,994 | 1.39% | 1.55% | 41 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 873,610 | 22,783 | 0.46% | 0.2% | 42 | +398,296 | 83.8% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 871,795 | 22,736 | 0.01% | 0.01% | 43 | +58,021 | 7.13% | Q1 2026 | Apr 30, 2026 |
| AVENIR CORP | History | Reduced | 841,099 | 21,935 | 2.67% | 2.68% | 44 | -9,845 | -1.16% | Q1 2026 | May 14, 2026 |
| 683 Capital Management, LLC | History | Reduced | 775,000 | 20,212 | 1.05% | 1.05% | 45 | -60,000 | -7.19% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 744,728 | 19,422 | 0.01% | 0.01% | 46 | +16,314 | 2.24% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 713,828 | 18,616 | 0.02% | 0.01% | 47 | +276,812 | 63.34% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Added to | 703,119 | 18,337 | 0.39% | 0.24% | 48 | +300,773 | 74.75% | Q1 2026 | May 15, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 694,352 | 18,152 | 1.41% | 1.72% | 49 | -49,585 | -6.67% | Q1 2026 | May 06, 2026 |
| FIL Ltd | History | Reduced | 652,159 | 17,008 | 0.01% | 0.03% | 50 | -777,225 | -54.37% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 636,674 | 16,604 | 0.0% | 0.0% | 51 | +171,935 | 37.0% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 631,055 | 16,457 | 0.01% | 0.0% | 52 | +569,868 | 931.35% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 549,778 | 14,338 | 0.14% | 0.15% | 53 | +54,492 | 11.0% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 549,797 | 14,338 | 0.04% | 0.05% | 54 | +19,231 | 3.62% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 547,644 | 14,283 | 0.01% | 0.01% | 55 | +16,637 | 3.13% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 521,041 | 13,588 | 0.04% | 0.07% | 56 | -114,389 | -18.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 506,838 | 13,218 | 0.0% | 0.0% | 57 | -44,649 | -8.1% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 507,843 | 13,173 | 0.01% | 0.02% | 58 | -944,206 | -65.03% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 502,487 | 13,104 | 0.02% | 0.02% | 59 | -32,731 | -6.12% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 421,879 | 11,002 | 0.0% | 0.0% | 60 | +299,970 | 246.06% | Q1 2026 | May 12, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 420,068 | 10,955 | 0.05% | 0.05% | 61 | -5,460 | -1.28% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 388,862 | 10,141 | 0.09% | 0.1% | 62 | +6,322 | 1.65% | Q1 2026 | May 14, 2026 |
| De Lisle Partners LLP | History | New | 379,818 | 9,896 | 1.18% | — | 63 | +379,818 | New | Q1 2026 | May 13, 2026 |
| Legacy Advisors, LLC | History | Reduced | 9,064,278 | 9,064 | 1.07% | 1.05% | 64 | -750,011 | -7.64% | Q1 2026 | May 05, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 344,976 | 9,017 | 0.56% | 0.57% | 65 | -13,891 | -3.87% | Q1 2026 | May 15, 2026 |
| Soviero Asset Management, LP | History | Added to | 340,000 | 8,867 | 4.43% | 2.47% | 66 | +162,000 | 91.01% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 301,564 | 8,745 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legal & General Group Plc | History | Reduced | 334,896 | 8,734 | 0.0% | 0.0% | 68 | -33,709 | -9.15% | Q1 2026 | May 08, 2026 |
| Mawer Investment Management Ltd. | History | New | 333,790 | 8,705 | 0.06% | — | 70 | +333,790 | New | Q1 2026 | May 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 333,800 | 8,705 | 0.03% | 0.02% | 69 | +65,425 | 24.38% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 329,745 | 8,599 | 0.0% | 0.0% | 71 | -8,854 | -2.61% | Q1 2026 | May 15, 2026 |
| Rovida Investment Management Ltd | History | New | 315,000 | 8,208 | 1.03% | — | 72 | +315,000 | New | Q1 2026 | May 19, 2026 |
| Swiss National Bank | History | Added to | 313,391 | 8,173 | 0.0% | 0.01% | 73 | +1,600 | 0.51% | Q1 2026 | May 07, 2026 |
| Hyperion Capital Advisors LP | History | Reduced | 303,576 | 7,917 | 3.81% | 6.98% | 74 | -188,296 | -38.28% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 300,293 | 7,831 | 0.01% | 0.01% | 75 | +8,852 | 3.04% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 295,008 | 7,693 | 0.05% | 0.07% | 76 | -15,513 | -5.0% | Q1 2026 | Apr 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 294,668 | 7,685 | 0.01% | 0.01% | 77 | +77,624 | 35.76% | Q1 2026 | May 13, 2026 |
| GRIZZLYROCK CAPITAL, LLC | History | Added to | 289,113 | 7,540 | 5.97% | 6.19% | 78 | +4,000 | 1.4% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 277,052 | 7,225 | 0.0% | 0.0% | 79 | -1,592 | -0.57% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 274,602 | 7,162 | 0.01% | 0.01% | 80 | -70,739 | -20.48% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 273,316 | 7,128 | 0.01% | 0.0% | 81 | +270,727 | 10456.82% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 247,957 | 6,466 | 0.0% | 0.0% | 82 | -5,059 | -2.0% | Q1 2026 | May 13, 2026 |
| Twin Tree Management, LP | History | Added to | 246,900 | 6,439 | 0.14% | 0.06% | 83 | +10,000 | 4.22% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 245,824 | 6,411 | 0.0% | 0.0% | 84 | +77,779 | 46.28% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 248,004 | 6,297 | 0.19% | 0.15% | 85 | +70,304 | 39.56% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Added to | 239,148 | 6,236 | 0.01% | 0.0% | 86 | +135,348 | 130.39% | Q1 2026 | May 08, 2026 |
| AWH Capital, L.P. | History | No change | 235,250 | 6,135 | 5.57% | 6.29% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 231,742 | 6,044 | 0.0% | 0.0% | 88 | -34,801 | -13.06% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 228,083 | 5,948 | 0.0% | 0.01% | 89 | -149,745 | -39.63% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 217,780 | 5,679 | 0.21% | 0.22% | 90 | -2,151 | -0.98% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 213,000 | 5,555 | 0.01% | 0.01% | 91 | -1,198 | -0.56% | Q1 2026 | May 13, 2026 |
| Hudson Value Partners, LLC | History | Added to | 203,910 | 5,317 | 1.59% | 1.64% | 92 | +15,917 | 8.47% | Q1 2026 | Apr 14, 2026 |
| Telos Capital Management, Inc. | History | Added to | 189,901 | 4,952 | 0.47% | 0.51% | 93 | +2,435 | 1.3% | Q1 2026 | Apr 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 184,555 | 4,813 | 0.01% | 0.0% | 94 | +34,643 | 23.11% | Q1 2026 | May 15, 2026 |
| Hel Ved Capital Management Ltd | History | New | 178,500 | 4,655 | 0.55% | — | 95 | +178,500 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 157,077 | 4,555 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Growth Management Ltd. | History | Added to | 172,000 | 4,475 | 0.69% | 0.44% | 97 | +74,000 | 75.51% | Q1 2026 | Apr 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 170,352 | 4,442 | 0.06% | 0.1% | 98 | -29,973 | -14.96% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | New | 168,872 | 4,404 | 0.05% | — | 99 | +168,872 | New | Q1 2026 | Apr 23, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 165,329 | 4,312 | 0.01% | 0.01% | 100 | -728 | -0.44% | Q1 2026 | Apr 27, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 164,666 | 4,294 | 0.08% | — | 101 | +164,666 | New | Q1 2026 | Apr 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 145,574 | 3,796 | 0.01% | 0.0% | 102 | +67,603 | 86.7% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 145,253 | 3,789 | 0.0% | 0.0% | 103 | +15,771 | 12.18% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Reduced | 143,698 | 3,747 | 0.2% | 0.31% | 104 | -78,525 | -35.34% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 140,430 | 3,662 | 0.0% | 0.0% | 105 | -1,992 | -1.4% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 127,793 | 3,332 | 0.0% | — | 106 | +127,793 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 125,952 | 3,284 | 0.01% | 0.0% | 107 | +124,213 | 7142.78% | Q1 2026 | May 06, 2026 |
| Holocene Advisors, LP | History | Added to | 123,197 | 3,212 | 0.01% | 0.0% | 108 | +43,876 | 55.31% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | No change | 123,037 | 3,209 | 0.06% | 0.07% | 109 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 120,865 | 3,152 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 116,871 | 3,047 | 0.15% | 0.14% | 111 | +14,922 | 14.64% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 111,500 | 2,907 | 0.0% | 0.0% | 112 | -57,000 | -33.83% | Q1 2026 | May 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 107,606 | 2,806 | 0.03% | 0.04% | 113 | -1,697 | -1.55% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 101,983 | 2,659 | 0.01% | 0.01% | 114 | -1,699 | -1.64% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 101,010 | 2,634 | 0.04% | 0.08% | 115 | -71,523 | -41.45% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 97,300 | 2,537 | 0.0% | 0.0% | 116 | -20,400 | -17.33% | Q1 2026 | May 05, 2026 |
| Strategic Global Advisors, LLC | History | New | 95,718 | 2,496 | 0.4% | — | 117 | +95,718 | New | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 95,331 | 2,486 | 0.02% | 0.03% | 118 | +3,470 | 3.78% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 94,000 | 2,451 | 0.01% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 91,845 | 2,395 | 0.01% | 0.0% | 120 | +81,996 | 832.53% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 88,800 | 2,315 | 0.0% | 0.0% | 121 | +2,122 | 2.45% | Q1 2026 | May 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 86,192 | 2,247 | 0.03% | 0.0% | 122 | +78,978 | 1094.79% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 75,894 | 2,200 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | New | 83,407 | 2,175 | 0.03% | — | 124 | +83,407 | New | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 79,158 | 2,140 | 0.0% | 0.01% | 126 | -76,621 | -49.19% | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 73,806 | 2,140 | 0.0% | 0.0% | 125 | +2,533 | 3.55% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 84,772 | 2,133 | 0.0% | 0.0% | 127 | -4,519 | -5.06% | Q1 2026 | May 13, 2026 |
| CSM Advisors, LLC | History | Reduced | 81,241 | 2,117 | 0.05% | 0.07% | 128 | -3,518 | -4.15% | Q1 2026 | May 15, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 80,000 | 2,086 | 0.15% | — | 129 | +80,000 | New | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 77,369 | 2,017 | 0.0% | 0.0% | 130 | -68,813 | -47.07% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 77,196 | 2,013 | 0.02% | 0.01% | 131 | +42,178 | 120.45% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 75,861 | 1,978 | 0.02% | 0.02% | 132 | -2,249 | -2.88% | Q1 2026 | Apr 20, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 71,985 | 1,877 | 0.28% | 0.28% | 133 | +7,757 | 12.08% | Q1 2026 | May 05, 2026 |
| Oak Thistle LLC | History | Added to | 71,759 | 1,871 | 0.18% | 0.13% | 134 | +38,803 | 117.74% | Q1 2026 | Apr 10, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 70,548 | 1,839 | 1.56% | 1.72% | 135 | -340 | -0.48% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 70,277 | 1,832 | 0.02% | 0.02% | 136 | +3,623 | 5.44% | Q1 2026 | Apr 29, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 70,235 | 1,831 | 0.01% | 0.01% | 137 | -28,749 | -29.04% | Q1 2026 | May 05, 2026 |
| GABELLI FUNDS LLC | History | Added to | 69,783 | 1,819 | 0.01% | 0.0% | 138 | +48,395 | 226.27% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 69,400 | 1,808 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 68,200 | 1,778 | 0.03% | 0.03% | 140 | -2,000 | -2.85% | Q1 2026 | Apr 20, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 68,159 | 1,778 | 0.01% | 0.01% | 141 | +1,452 | 2.18% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 66,171 | 1,725 | 0.0% | — | 142 | +66,171 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 64,780 | 1,689 | 0.0% | 0.0% | 143 | +19,946 | 44.49% | Q1 2026 | May 12, 2026 |
| PEAK6 LLC | History | Reduced | 62,283 | 1,624 | 0.0% | 0.02% | 144 | -356,117 | -85.11% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 61,609 | 1,606 | 0.0% | 0.0% | 145 | -6,088 | -8.99% | Q1 2026 | May 04, 2026 |
| Vanguard Global Advisers, LLC | History | New | 61,388 | 1,600 | 0.0% | — | 146 | +61,388 | New | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Added to | 58,351 | 1,522 | 0.01% | 0.01% | 147 | +4,084 | 7.53% | Q1 2026 | May 08, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 56,817 | 1,481 | 0.02% | 0.03% | 148 | -3,122 | -5.21% | Q1 2026 | May 05, 2026 |
| WINTON GROUP Ltd | History | Reduced | 55,500 | 1,447 | 0.05% | 0.1% | 149 | -45,949 | -45.29% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 54,406 | 1,419 | 0.0% | 0.0% | 150 | -3,187 | -5.53% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Added to | 53,043 | 1,383 | 0.01% | 0.0% | 151 | +40,041 | 307.96% | Q1 2026 | May 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 52,498 | 1,369 | 0.13% | 0.02% | 152 | +44,692 | 572.53% | Q1 2026 | May 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 51,942 | 1,354 | 0.01% | 0.02% | 153 | -16,098 | -23.66% | Q1 2026 | May 04, 2026 |
| HAHN CAPITAL MANAGEMENT LLC | History | Reduced | 51,120 | 1,333 | 0.84% | 0.97% | 154 | -10,842 | -17.5% | Q1 2026 | May 07, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 50,028 | 1,304 | 0.02% | 0.01% | 155 | +28,950 | 137.35% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 49,825 | 1,299 | 0.0% | 0.0% | 156 | +2,829 | 6.02% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 49,298 | 1,285 | 0.0% | 0.01% | 157 | -30,667 | -38.35% | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | Added to | 48,727 | 1,270 | 0.01% | 0.0% | 158 | +28,616 | 142.29% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 47,842 | 1,247 | 0.0% | 0.0% | 159 | -1,390 | -2.82% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 46,815 | 1,220 | 0.0% | 0.0% | 160 | -3,560 | -7.07% | Q1 2026 | May 14, 2026 |
| MAVERICK CAPITAL LTD | History | New | 46,335 | 1,208 | 0.01% | — | 161 | +46,335 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 46,262 | 1,206 | 0.0% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steadtrust LLC | History | Reduced | 45,400 | 1,184 | 0.67% | 0.9% | 164 | -5,000 | -9.92% | Q1 2026 | Apr 15, 2026 |
| Hikari Tsushin, Inc. | History | No change | 45,403 | 1,184 | 0.08% | 0.09% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 43,541 | 1,135 | 0.01% | 0.01% | 165 | -319 | -0.73% | Q1 2026 | May 01, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 43,245 | 1,127 | 0.18% | 0.2% | 166 | +12,382 | 40.12% | Q1 2026 | May 15, 2026 |
| Paragon Capital Management LLC | History | Reduced | 43,158 | 1,125 | 0.56% | 0.64% | 167 | -572 | -1.31% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 42,637 | 1,111 | 0.0% | 0.0% | 168 | -1,977 | -4.43% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 42,449 | 1,107 | 0.0% | 0.0% | 169 | -9,245 | -17.88% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 40,963 | 1,068 | 0.0% | 0.0% | 170 | +7,525 | 22.5% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 40,917 | 1,067 | 0.0% | 0.0% | 171 | +3,998 | 10.83% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 40,671 | 1,060 | 0.0% | 0.0% | 172 | -38,337 | -48.52% | Q1 2026 | May 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 40,393 | 1,053 | 0.07% | 0.06% | 173 | +7,412 | 22.47% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 39,488 | 1,029 | 0.0% | — | 174 | +39,488 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 38,004 | 991 | 0.01% | 0.01% | 175 | +53 | 0.14% | Q1 2026 | May 01, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 37,873 | 988 | 1.18% | 1.39% | 176 | -11,221 | -22.86% | Q1 2026 | Apr 20, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 37,852 | 987 | 0.01% | 0.01% | 177 | -239 | -0.63% | Q1 2026 | Apr 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 37,772 | 985 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,676 | 973 | 0.0% | 0.0% | 179 | +1,392 | 3.84% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 36,229 | 944 | 0.0% | 0.0% | 180 | +473 | 1.32% | Q1 2026 | Apr 30, 2026 |
| TOWER BRIDGE ADVISORS | History | Added to | 35,698 | 931 | 0.09% | 0.1% | 181 | +1,516 | 4.44% | Q1 2026 | May 12, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 35,486 | 925 | 0.13% | 0.05% | 182 | +27,235 | 330.08% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 35,100 | 915 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 34,641 | 903 | 0.0% | 0.0% | 184 | +1,417 | 4.26% | Q1 2026 | May 11, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 33,775 | 880 | 0.06% | 0.07% | 185 | -2,500 | -6.89% | Q1 2026 | May 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 33,939 | 854 | 0.15% | 0.03% | 186 | +26,691 | 368.25% | Q1 2026 | May 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 32,515 | 847 | 0.01% | 0.01% | 187 | -2,977 | -8.39% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 31,929 | 832 | 0.0% | 0.0% | 188 | -6 | -0.02% | Q1 2026 | May 14, 2026 |
| DBA TRADING, LLC | History | No change | 31,196 | 813 | 0.4% | 0.58% | 189 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 29,838 | 778 | 0.02% | 0.02% | 190 | -75 | -0.25% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 29,533 | 768 | 0.0% | 0.0% | 191 | -7,339 | -19.9% | Q1 2026 | May 15, 2026 |
| Kerrisdale Advisers, LLC | History | New | 29,190 | 761 | 0.29% | — | 192 | +29,190 | New | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 29,138 | 759 | 0.02% | 0.02% | 193 | +2,269 | 8.44% | Q1 2026 | Apr 30, 2026 |
| Legal Advantage Investments, Inc. | History | Added to | 28,900 | 753 | 0.39% | 0.25% | 194 | +10,000 | 52.91% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 28,154 | 734 | 0.01% | — | 195 | +28,154 | New | Q1 2026 | Apr 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 27,235 | 710 | 0.01% | — | 196 | +27,227 | 340337.5% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,063 | 705 | 0.0% | 0.0% | 197 | -2,063 | -7.08% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Reduced | 27,066 | 705 | 0.01% | 0.01% | 198 | -371 | -1.35% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | New | 26,895 | 701 | 0.03% | — | 200 | +26,895 | New | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 26,893 | 701 | 0.0% | 0.0% | 199 | +1,641 | 6.5% | Q1 2026 | Apr 22, 2026 |
| AlphaQuest LLC | History | No change | 24,111 | 699 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 26,202 | 683 | 0.01% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 26,129 | 681 | 0.33% | 0.38% | 203 | -513 | -1.93% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 24,375 | 635 | 0.0% | 0.0% | 204 | +3,101 | 14.58% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 24,277 | 633 | 0.0% | 0.0% | 205 | -1,323 | -5.17% | Q1 2026 | May 14, 2026 |
| Peak Asset Management, LLC | History | No change | 24,000 | 625 | 0.11% | 0.12% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 23,787 | 620 | 0.01% | 0.03% | 207 | -21,034 | -46.93% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 23,395 | 610 | 0.01% | 0.01% | 208 | +840 | 3.72% | Q1 2026 | Apr 28, 2026 |
| Atom Investors LP | History | Reduced | 22,815 | 595 | 0.04% | 0.1% | 209 | -20,922 | -47.84% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 22,355 | 583 | 0.06% | 0.05% | 210 | +6,665 | 42.48% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,935 | 572 | 0.0% | 0.0% | 211 | -8,615 | -28.2% | Q1 2026 | May 12, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 21,810 | 569 | 0.04% | 0.05% | 212 | -2,118 | -8.85% | Q1 2026 | Apr 01, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 21,794 | 568 | 0.0% | 0.0% | 213 | -10,132 | -31.74% | Q1 2026 | May 11, 2026 |
| Old West Investment Management, LLC | History | Added to | 21,767 | 567 | 0.06% | 0.1% | 214 | +2,412 | 12.46% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Reduced | 21,630 | 564 | 0.0% | 0.0% | 215 | -13,431 | -38.31% | Q1 2026 | May 15, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 21,161 | 551 | 0.23% | 0.25% | 217 | -1,058 | -4.76% | Q1 2026 | Apr 08, 2026 |
| Carlson Capital, L.P. | History | No change | 19,000 | 551 | 0.2% | 0.2% | 216 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Massar Capital Management, LP | History | New | 21,056 | 549 | 0.06% | — | 218 | +21,056 | New | Q1 2026 | May 15, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 20,605 | 537 | 0.01% | — | 219 | +20,605 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 20,551 | 535 | 0.0% | 0.0% | 220 | +1,677 | 8.89% | Q1 2026 | May 14, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 20,044 | 523 | 0.1% | 0.11% | 221 | -270 | -1.33% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 19,966 | 520 | 0.0% | 0.0% | 222 | +557 | 2.87% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 19,854 | 517 | 0.0% | 0.0% | 223 | -1,321 | -6.24% | Q1 2026 | May 06, 2026 |
| Moran Wealth Management, LLC | History | New | 19,585 | 510 | 0.02% | — | 224 | +19,585 | New | Q1 2026 | Apr 27, 2026 |
| ALLSTATE CORP | History | New | 19,471 | 507 | 0.01% | — | 225 | +19,471 | New | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,229 | 501 | 0.0% | 0.0% | 227 | +1,923 | 11.11% | Q1 2026 | Apr 30, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 19,214 | 501 | 0.02% | 0.02% | 226 | -140 | -0.72% | Q1 2026 | May 06, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 18,883 | 492 | 0.05% | 0.05% | 228 | +2,598 | 15.95% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,613 | 485 | 0.0% | 0.0% | 229 | +3,973 | 27.14% | Q1 2026 | May 05, 2026 |
| CIBC Asset Management Inc | History | Reduced | 18,435 | 480 | 0.0% | 0.0% | 230 | -451 | -2.39% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 18,402 | 479 | 0.01% | 0.01% | 231 | -3,543 | -16.14% | Q1 2026 | May 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 18,345 | 478 | 0.0% | 0.01% | 232 | -249,654 | -93.15% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 19,471 | 473 | 0.11% | — | 233 | +19,471 | New | Q1 2026 | May 08, 2026 |
| EntryPoint Capital, LLC | History | New | 17,978 | 468 | 0.14% | — | 234 | +17,978 | New | Q1 2026 | May 14, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Reduced | 17,761 | 463 | 0.27% | 0.36% | 235 | -1,528 | -7.92% | Q1 2026 | May 15, 2026 |
| ASO GROUP Ltd | History | No change | 17,724 | 462 | 0.19% | 0.2% | 236 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 17,587 | 458 | 0.01% | 0.01% | 237 | +66 | 0.38% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,480 | 455 | 0.0% | 0.0% | 238 | +969 | 5.87% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Associates, LP | History | Reduced | 17,052 | 444 | 0.0% | 0.0% | 239 | -1,199 | -6.57% | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 16,916 | 441 | 0.11% | — | 240 | +16,916 | New | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 16,637 | 433 | 0.02% | 0.02% | 241 | +500 | 3.1% | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 16,518 | 430 | 0.0% | 0.0% | 242 | +9,433 | 133.14% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 16,490 | 430 | 0.0% | 0.01% | 243 | -1,261 | -7.1% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,390 | 427 | 0.0% | 0.0% | 244 | -2,131 | -11.51% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Advisors | History | New | 16,349 | 426 | 0.02% | — | 245 | +16,349 | New | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 16,270 | 424 | 0.0% | 0.0% | 246 | +791 | 5.11% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,474 | 403 | 0.0% | 0.0% | 247 | -28 | -0.18% | Q1 2026 | May 15, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 14,624 | 381 | 0.12% | 0.12% | 248 | +2,625 | 21.88% | Q1 2026 | Apr 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 14,408 | 375 | 0.01% | 0.01% | 249 | -3,170 | -18.03% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 14,117 | 368 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 13,962 | 364 | 0.01% | 0.0% | 251 | +6,518 | 87.56% | Q1 2026 | May 12, 2026 |
| Intrinsic Value Partners, LLC | History | Reduced | 13,899 | 362 | 0.28% | 0.36% | 252 | -2,780 | -16.67% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,674 | 356 | 0.0% | 0.0% | 253 | +1,051 | 8.33% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 13,558 | 353 | 0.0% | 0.0% | 255 | +1,100 | 8.83% | Q1 2026 | Apr 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 13,572 | 353 | 0.01% | 0.01% | 256 | +518 | 3.97% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,525 | 353 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Formidable Asset Management, LLC | History | Added to | 13,473 | 351 | 0.05% | 0.03% | 257 | +6,310 | 88.09% | Q1 2026 | Apr 22, 2026 |
| First Bank & Trust | History | Reduced | 13,418 | 349 | 0.06% | 0.07% | 258 | -748 | -5.28% | Q1 2026 | Apr 10, 2026 |
| Granite Investment Partners, LLC | History | No change | 13,248 | 345 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| First National Advisers, LLC | History | New | 12,742 | 332 | 0.05% | — | 261 | +12,742 | New | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | New | 12,728 | 332 | 0.0% | — | 260 | +12,728 | New | Q1 2026 | Apr 22, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 12,099 | 315 | 0.01% | — | 262 | +12,099 | New | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 12,076 | 314 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 11,847 | 308 | 0.0% | 0.0% | 264 | -86 | -0.72% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 11,800 | 307 | 0.0% | — | 265 | +11,800 | New | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 11,594 | 302 | 0.0% | 0.0% | 266 | -21,400 | -64.86% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 11,481 | 299 | 0.0% | 0.0% | 267 | +3,043 | 36.06% | Q1 2026 | May 13, 2026 |
| Caldwell Investment Management Ltd. | History | No change | 11,669 | 294 | 0.12% | 0.21% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lipe & Dalton | History | No change | 10,916 | 285 | 0.15% | 0.16% | 269 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 10,875 | 283 | 0.0% | 0.0% | 270 | +9,843 | 953.78% | Q1 2026 | May 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 10,736 | 279 | 0.02% | 0.02% | 271 | -133 | -1.22% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 9,600 | 278 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 10,351 | 269 | 0.02% | 0.04% | 274 | -1,925 | -15.68% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 10,332 | 269 | 0.01% | 0.01% | 273 | +909 | 9.65% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 10,004 | 260 | 0.0% | 0.0% | 275 | +156 | 1.58% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,928 | 258 | 0.0% | 0.0% | 276 | -21 | -0.21% | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | Added to | 9,785 | 255 | 0.02% | 0.02% | 277 | +13 | 0.13% | Q1 2026 | May 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 9,732 | 253 | 0.0% | 0.0% | 278 | -26,099 | -72.84% | Q1 2026 | Apr 30, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | New | 9,690 | 252 | 0.02% | — | 279 | +9,690 | New | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | Reduced | 9,575 | 249 | 0.0% | 0.0% | 280 | -492 | -4.89% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | New | 9,537 | 248 | 0.01% | — | 281 | +9,537 | New | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 9,500 | 247 | 0.0% | — | 282 | +9,500 | New | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 9,412 | 245 | 0.0% | — | 283 | +9,412 | New | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,386 | 244 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Janney Capital Management LLC | History | No change | 8,306 | 241 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | New | 9,240 | 240 | 0.0% | — | 286 | +9,240 | New | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 9,103 | 237 | 0.01% | 0.01% | 287 | -4,092 | -31.01% | Q1 2026 | May 14, 2026 |
| Vann Equity Management LLC | History | New | 9,018 | 235 | 0.17% | — | 288 | +9,018 | New | Q1 2026 | May 08, 2026 |
| SYON CAPITAL LLC | History | Added to | 8,814 | 229 | 0.01% | 0.01% | 289 | +87 | 1.0% | Q1 2026 | May 13, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 8,639 | 225 | 0.1% | 0.12% | 290 | -4 | -0.05% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 8,515 | 222 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Utah Retirement Systems | History | No change | 8,339 | 217 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 8,302 | 216 | 0.03% | 0.04% | 293 | -3,614 | -30.33% | Q1 2026 | May 13, 2026 |
| Machina Capital S.A.S. | History | Added to | 8,282 | 215 | 0.04% | 0.04% | 294 | +799 | 10.68% | Q1 2026 | May 13, 2026 |
| DANSKE BANK A/S | History | Added to | 8,129 | 212 | 0.0% | 0.0% | 295 | +4,167 | 105.17% | Q1 2026 | May 12, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 8,130 | 212 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 8,038 | 209 | 0.0% | 0.0% | 297 | -117 | -1.43% | Q1 2026 | Apr 15, 2026 |
| Smithfield Trust Co | History | No change | 7,890 | 207 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 7,900 | 206 | 0.0% | — | 300 | +7,900 | New | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 7,896 | 206 | 0.01% | 0.01% | 299 | -44 | -0.55% | Q1 2026 | Apr 06, 2026 |
| Strategic Equity Management | History | New | 7,844 | 204 | 0.08% | — | 303 | +7,844 | New | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Reduced | 7,842 | 204 | 0.0% | 0.01% | 301 | -1,468 | -15.77% | Q1 2026 | May 11, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 7,831 | 204 | 0.03% | 0.04% | 302 | -33 | -0.42% | Q1 2026 | Apr 24, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 6,124 | 159 | 0.01% | 0.01% | 304 | -786 | -11.37% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 6,094 | 158 | 0.0% | 0.0% | 305 | +2,093 | 52.31% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 5,957 | 155 | 0.0% | 0.0% | 306 | -2,242 | -27.34% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 5,659 | 147 | 0.01% | 0.01% | 307 | +354 | 6.67% | Q1 2026 | Apr 06, 2026 |
| KBC Group NV | History | Reduced | 5,431 | 142 | 0.0% | 0.0% | 308 | -417 | -7.13% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,448 | 117 | 0.0% | 0.0% | 309 | +3,918 | 739.25% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,295 | 112 | 0.0% | 0.0% | 310 | +99 | 2.36% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,251 | 110 | 0.0% | 0.0% | 311 | -161 | -3.65% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Reduced | 4,212 | 109 | 0.04% | 0.04% | 312 | -7 | -0.17% | Q1 2026 | May 21, 2026 |
| STRS OHIO | History | Reduced | 3,808 | 99 | 0.0% | 0.0% | 313 | -6 | -0.16% | Q1 2026 | Apr 24, 2026 |
| Horizon Investments, LLC | History | New | 3,723 | 97 | 0.0% | — | 315 | +3,723 | New | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 3,614 | 97 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,139 | 91 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,140 | 81 | 0.01% | 0.01% | 317 | +756 | 31.71% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,937 | 76 | 0.01% | — | 318 | +2,937 | New | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 2,700 | 70 | 0.0% | 0.0% | 319 | +1,251 | 86.34% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,650 | 69 | 0.0% | 0.0% | 320 | +260 | 10.88% | Q1 2026 | Apr 07, 2026 |
| MetLife Investment Management, LLC | History | Added to | 2,609 | 68 | 0.0% | 0.0% | 321 | +3 | 0.12% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 2,586 | 67 | 0.0% | — | 322 | +2,586 | New | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Added to | 2,550 | 66 | 0.01% | 0.01% | 323 | +487 | 23.61% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,501 | 65 | 0.0% | 0.0% | 324 | -1,639 | -39.59% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 2,374 | 62 | 0.04% | 0.01% | 325 | +1,965 | 480.44% | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,327 | 60 | 0.0% | 0.0% | 327 | +503 | 27.58% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,334 | 60 | 0.0% | 0.0% | 326 | -9 | -0.38% | Q1 2026 | Apr 07, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,174 | 57 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,010 | 52 | 0.0% | 0.0% | 329 | +1,333 | 196.9% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 1,941 | 50 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 1,805 | 47 | 0.01% | 0.01% | 331 | +143 | 8.6% | Q1 2026 | May 11, 2026 |
| Asset Planning,Inc | History | No change | 1,793 | 46 | 0.03% | 0.04% | 332 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,539 | 44 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 1,661 | 42 | 0.0% | 0.0% | 334 | -2,700 | -61.91% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,550 | 40 | 0.0% | 0.01% | 335 | +250 | 19.23% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,532 | 39 | 0.0% | 0.0% | 336 | -321 | -17.32% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,459 | 38 | 0.0% | 0.0% | 337 | -26 | -1.75% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | New | 1,350 | 35 | 0.01% | — | 342 | +1,350 | New | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 1,349 | 35 | 0.0% | — | 341 | +1,349 | New | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,373 | 35 | 0.0% | 0.0% | 338 | -4 | -0.29% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,361 | 35 | 0.0% | 0.0% | 339 | -2 | -0.15% | Q1 2026 | Apr 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,305 | 35 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 1,252 | 32 | 0.0% | — | 343 | +1,252 | New | Q1 2026 | May 19, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,221 | 31 | 0.0% | 0.0% | 344 | +13 | 1.08% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,081 | 29 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,045 | 26 | 0.0% | 0.0% | 346 | -1,228 | -54.03% | Q1 2026 | May 15, 2026 |
| Parvin Asset Management, LLC | History | Added to | 1,003 | 26 | 0.02% | 0.01% | 347 | +360 | 55.99% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 892 | 23 | 0.0% | — | 348 | +890 | 44500.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 893 | 23 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 846 | 22 | 0.0% | 0.0% | 350 | -209 | -19.81% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 824 | 21 | 0.0% | 0.0% | 351 | -74 | -8.24% | Q1 2026 | May 12, 2026 |
| Korea Investment CORP | History | Reduced | 781 | 20 | 0.0% | 0.0% | 352 | -385 | -33.02% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 773 | 20 | 0.0% | 0.0% | 353 | +79 | 11.38% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 770 | 20 | 0.0% | 0.0% | 354 | -32 | -3.99% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 765 | 19 | 0.0% | 0.0% | 355 | +8 | 1.06% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 751 | 19 | 0.0% | 0.0% | 357 | -3 | -0.4% | Q1 2026 | May 08, 2026 |
| BDF-GESTION | History | No change | 752 | 19 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 744 | 19 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | No change | 695 | 18 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 678 | 17 | 0.0% | — | 360 | +678 | New | Q1 2026 | Apr 20, 2026 |
| Evolution Advisers, Inc. | History | No change | 636 | 16 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quent Capital, LLC | History | Reduced | 610 | 15 | 0.0% | 0.0% | 362 | -248 | -28.9% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 540 | 14 | 0.0% | 0.0% | 366 | -254 | -31.99% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 548 | 14 | 0.0% | 0.0% | 363 | -24 | -4.2% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | No change | 538 | 14 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 542 | 14 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 511 | 13 | 0.0% | 0.0% | 367 | -14 | -2.67% | Q1 2026 | May 07, 2026 |
| SFAM, LLC | History | No change | 487 | 12 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Wealth Strategies & Associates | History | No change | 493 | 12 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 484 | 12 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 385 | 10 | 0.0% | 0.0% | 371 | -181 | -31.98% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | New | 357 | 9 | 0.0% | — | 375 | +357 | New | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 352 | 9 | 0.0% | 0.0% | 373 | -80 | -18.52% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 351 | 9 | 0.0% | 0.0% | 374 | -13 | -3.57% | Q1 2026 | Apr 07, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 369 | 9 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 339 | 8 | 0.0% | — | 380 | +339 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | New | 322 | 8 | 0.0% | — | 381 | +322 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 342 | 8 | 0.0% | 0.0% | 377 | -12 | -3.39% | Q1 2026 | May 15, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 336 | 8 | 0.0% | 0.0% | 378 | -2 | -0.59% | Q1 2026 | May 04, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 314 | 8 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LRI Investments, LLC | History | No change | 332 | 8 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 284 | 7 | 0.0% | 0.0% | 384 | +113 | 66.08% | Q1 2026 | Apr 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 271 | 7 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 272 | 7 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 283 | 7 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | No change | 288 | 7 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 233 | 6 | 0.0% | 0.0% | 387 | -571 | -71.02% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 246 | 6 | 0.0% | 0.0% | 389 | +85 | 52.8% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 257 | 6 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 221 | 5 | 0.0% | 0.01% | 394 | -459 | -67.5% | Q1 2026 | Apr 22, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 210 | 5 | 0.0% | — | 397 | +210 | New | Q1 2026 | May 05, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 212 | 5 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Perkins Coie Trust Co | History | No change | 219 | 5 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DT Investment Partners, LLC | History | No change | 230 | 5 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 228 | 5 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 197 | 5 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sachetta, LLC | History | No change | 194 | 5 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 164 | 4 | 0.0% | — | 406 | +164 | New | Q1 2026 | May 07, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 184 | 4 | 0.0% | 0.0% | 404 | -42 | -18.58% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 160 | 4 | 0.0% | 0.0% | 402 | -9 | -5.33% | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 170 | 4 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 170 | 4 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 177 | 4 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cromwell Holdings LLC | History | No change | 184 | 4 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 164 | 4 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 180 | 4 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Nova Wealth Management, Inc. | History | New | 130 | 3 | 0.0% | — | 417 | +130 | New | Q1 2026 | Apr 14, 2026 |
| Rakuten Securities, Inc. | History | Added to | 136 | 3 | 0.0% | 0.0% | 415 | +95 | 231.71% | Q1 2026 | May 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 116 | 3 | 0.0% | 0.0% | 410 | -79 | -40.51% | Q1 2026 | Apr 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 122 | 3 | 0.0% | 0.0% | 407 | +69 | 130.19% | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 136 | 3 | 0.0% | 0.0% | 408 | -58 | -29.9% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 139 | 3 | 0.0% | 0.0% | 409 | +14 | 11.2% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 148 | 3 | 0.0% | 0.0% | 411 | +6 | 4.23% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 143 | 3 | 0.0% | 0.0% | 412 | -1 | -0.69% | Q1 2026 | Apr 27, 2026 |
| McIlrath & Eck, LLC | History | No change | 136 | 3 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ORG Partners LLC | History | No change | 130 | 3 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Roxbury Financial LLC | History | No change | 118 | 3 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BAYBAN | History | New | 81 | 2 | 0.0% | — | 431 | +81 | New | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 52 | 2 | 0.0% | 0.0% | 421 | +12 | 30.0% | Q1 2026 | May 14, 2026 |
| Arlington Trust Co LLC | History | Added to | 111 | 2 | 0.0% | 0.0% | 426 | +11 | 11.0% | Q1 2026 | Apr 08, 2026 |
| GODSEY & GIBB, INC | History | No change | 106 | 2 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 106 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Grove Bank & Trust | History | No change | 108 | 2 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Centerpoint Advisors, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 99 | 2 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 106 | 2 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bank of Jackson Hole Trust | History | No change | 78 | 2 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BankPlus Trust Department | History | No change | 110 | 2 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | No change | 100 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 65 | 1 | 0.0% | — | 448 | +65 | New | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 75 | 1 | 0.0% | 0.0% | 432 | -60 | -44.44% | Q1 2026 | Apr 23, 2026 |
| Synergy Investment Management, LLC | History | New | 52 | 1 | 0.0% | — | 446 | +52 | New | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 69 | 1 | 0.0% | — | 436 | +40 | 137.93% | Q1 2026 | Apr 29, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 63 | 1 | 0.0% | 0.0% | 434 | -24 | -27.59% | Q1 2026 | May 01, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 60 | 1 | 0.0% | 0.0% | 440 | +20 | 50.0% | Q1 2026 | May 08, 2026 |
| Phillip James Consulting Co. | History | New | 18 | 1 | 0.0% | — | 447 | +18 | New | Q1 2026 | May 11, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 59 | 1 | 0.0% | 0.0% | 444 | -15 | -20.27% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 39 | 1 | 0.0% | — | 433 | +12 | 44.44% | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 71 | 1 | 0.0% | 0.0% | 438 | +2 | 2.9% | Q1 2026 | Apr 27, 2026 |
| Hughes Financial Services, LLC | History | Added to | 70 | 1 | 0.0% | 0.0% | 442 | +1 | 1.45% | Q1 2026 | Apr 29, 2026 |
| Kozak & Associates, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| High Note Wealth, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 60 | 1 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 53 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.27% | — | -1,184,186 | -100.0% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.28% | — | -137,453 | -100.0% | Q1 2026 | May 15, 2026 |
| LuminArx Capital Management LP | History | Closed out | 0 | 0 | — | 0.46% | — | -125,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -99,643 | -100.0% | Q1 2026 | May 15, 2026 |
| Resolute Capital Asset Partners LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -70,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,837 | -100.0% | Q1 2026 | May 13, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.19% | — | -42,809 | -100.0% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,025 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -36,812 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,084 | -100.0% | Q1 2026 | May 14, 2026 |
| American Trust Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -29,175 | -100.0% | Q1 2026 | May 15, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,875 | -100.0% | Q1 2026 | May 13, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -20,136 | -100.0% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,948 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.22% | — | -18,629 | -100.0% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,314 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,771 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,175 | -100.0% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,268 | -100.0% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,497 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,457 | -100.0% | Q1 2026 | May 14, 2026 |
| ARS Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,439 | -100.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.17% | — | -8,830 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,382 | -100.0% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -7,689 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SAGE RHINO CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,336 | -100.0% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,952 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,690 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,905 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -626 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -598 | -100.0% | Q1 2026 | May 15, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -515 | -100.0% | Q1 2026 | Apr 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -511 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Winch Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q1 2026 | May 12, 2026 |
| Torren Management, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -234 | -96.3% | Q1 2026 | Apr 30, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | May 11, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 11, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -46 | -85.19% | Q1 2026 | May 08, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 15, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 01, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 34 | 0 | — | — | — | +20 | 142.86% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Apr 28, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Financial Management LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 14, 2026 |
| Wiser Advisor Group LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 17, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 15, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 6 | 0 | — | — | — | -9 | -60.0% | Q1 2026 | Apr 23, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 14 | 0 | — | — | — | +7 | 100.0% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q1 2026 | Apr 30, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 30 | 0 | — | — | — | +5 | 20.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q1 2026 | May 15, 2026 |
| HFM Investment Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | Reduced | 30 | 0 | — | — | — | -3 | -9.09% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 14 | 0 | — | — | — | +2 | 16.67% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 34 | 0 | — | 0.0% | — | -1 | -2.86% | Q1 2026 | Apr 30, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Activest Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 08, 2026 |
| Cetera Trust Company, N.A | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 19, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Manchester Capital Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD Capital Management LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Costello Asset Management, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Red Tortoise LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Park Place Capital Corp | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| UNION SAVINGS BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clayton Financial Group LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hilltop National Bank | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 37 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |