Angi Inc. - ANGI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 3,517,698 | 45,483 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pale Fire Capital SE | History | Added to | 3,930,416 | 26,923 | 2.37% | 1.87% | 2 | +1,777,497 | 82.56% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 2,922,810 | 20,021 | 0.0% | 0.0% | 3 | -2,607,778 | -47.15% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,846,537 | 12,648 | 0.01% | 0.01% | 4 | -85,539 | -4.43% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,797,532 | 12,313 | 0.0% | 0.0% | 5 | +271,827 | 17.82% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,648,753 | 11,293 | 0.0% | 0.0% | 6 | +247,241 | 17.64% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,500,748 | 10,280 | 0.0% | — | 7 | +1,500,748 | New | Q1 2026 | May 15, 2026 |
| Western Standard LLC | History | Added to | 1,213,557 | 8,312 | 4.37% | 0.83% | 8 | +1,074,715 | 774.06% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 1,147,563 | 7,860 | 0.01% | 0.01% | 9 | +414,880 | 56.62% | Q1 2026 | May 15, 2026 |
| Soapstone Management L.P. | History | New | 1,000,000 | 6,850 | 4.88% | — | 10 | +1,000,000 | New | Q1 2026 | May 15, 2026 |
| DAVIS SELECTED ADVISERS | History | No change | 948,993 | 6,500 | 0.03% | 0.06% | 11 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 889,803 | 6,095 | 0.0% | 0.0% | 12 | -537,394 | -37.65% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 889,281 | 6,092 | 0.0% | 0.0% | 13 | +608 | 0.07% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 915,520 | 6,088 | 0.0% | 0.0% | 14 | -832,814 | -47.63% | Q1 2026 | May 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 691,800 | 4,739 | 0.01% | 0.01% | 15 | +238,875 | 52.74% | Q1 2026 | May 11, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | Added to | 615,000 | 4,212 | 1.15% | 1.42% | 16 | +115,000 | 23.0% | Q1 2026 | May 15, 2026 |
| Ulysses Management LLC | History | Reduced | 547,956 | 3,753 | 0.47% | 1.36% | 17 | -25,000 | -4.36% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 513,274 | 3,515 | 0.0% | 0.0% | 18 | -34,347 | -6.27% | Q1 2026 | May 14, 2026 |
| FLAX POND CAPITAL, LLC | History | Added to | 485,290 | 3,324 | 2.67% | 2.71% | 19 | +203,165 | 72.01% | Q1 2026 | May 19, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 441,531 | 3,024 | 0.0% | — | 20 | +441,531 | New | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 430,675 | 2,950 | 0.0% | 0.0% | 21 | +52,938 | 14.01% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 422,370 | 2,893 | 0.06% | 0.12% | 22 | -26,632 | -5.93% | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 368,338 | 2,523 | 0.07% | 0.16% | 23 | -191,033 | -34.15% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 362,732 | 2,466 | 0.0% | 0.0% | 24 | +213,245 | 142.65% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 343,377 | 2,352 | 0.0% | 0.0% | 25 | +244,066 | 245.76% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 327,183 | 2,241 | 0.0% | 0.0% | 26 | +157,921 | 93.3% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 313,739 | 2,149 | 0.0% | 0.0% | 27 | -567,994 | -64.42% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 302,123 | 2,069 | 0.13% | — | 28 | +302,123 | New | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 289,054 | 1,976 | 0.0% | 0.01% | 29 | -235,861 | -44.93% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 268,564 | 1,839 | 0.0% | 0.0% | 30 | +174,956 | 186.9% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 239,061 | 1,637 | 0.0% | 0.0% | 31 | +194,712 | 439.04% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 217,552 | 1,490 | 0.0% | — | 32 | +217,552 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 208,740 | 1,429 | 0.0% | 0.0% | 33 | -20,583 | -8.98% | Q1 2026 | May 05, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 216,125 | 1,425 | 0.0% | 0.0% | 34 | -6,162 | -2.77% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 180,484 | 1,236 | 0.01% | 0.01% | 35 | -109,455 | -37.75% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 167,756 | 1,149 | 0.04% | 0.07% | 37 | -42 | -0.03% | Q1 2026 | Apr 22, 2026 |
| ALLEN OPERATIONS LLC | History | No change | 167,756 | 1,149 | 0.17% | 0.27% | 36 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 166,430 | 1,140 | 0.0% | 0.0% | 38 | +93,045 | 126.79% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 165,785 | 1,135 | 0.01% | 0.03% | 39 | +9,868 | 6.33% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 156,991 | 1,075 | 0.01% | — | 40 | +156,991 | New | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 155,191 | 1,063 | 0.0% | 0.0% | 41 | -87,545 | -36.07% | Q1 2026 | May 05, 2026 |
| ExodusPoint Capital Management, LP | History | New | 136,266 | 933 | 0.01% | — | 42 | +136,266 | New | Q1 2026 | May 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 131,099 | 898 | 0.06% | 0.22% | 43 | +101,774 | 347.06% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Reduced | 128,411 | 879 | 0.0% | 0.0% | 44 | -72,644 | -36.13% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 125,889 | 862 | 0.0% | 0.0% | 45 | +23,987 | 23.54% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 123,063 | 842 | 0.01% | 0.0% | 46 | +108,832 | 764.75% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 115,240 | 789 | 0.0% | 0.0% | 47 | -7,283 | -5.94% | Q1 2026 | May 06, 2026 |
| Diametric Capital, LP | History | New | 108,050 | 740 | 0.19% | — | 48 | +108,050 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 107,527 | 736 | 0.0% | 0.01% | 49 | -105,897 | -49.62% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 102,739 | 703 | 0.0% | 0.0% | 50 | +2,863 | 2.87% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 100,226 | 686 | 0.0% | 0.0% | 51 | -230,750 | -69.72% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 99,300 | 680 | 0.0% | 0.0% | 52 | -60,335 | -37.8% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Added to | 98,016 | 671 | 0.0% | 0.01% | 53 | +34,999 | 55.54% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 97,126 | 665 | 0.0% | 0.01% | 54 | -165,675 | -63.04% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 89,942 | 616 | 0.0% | — | 55 | +89,942 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 89,294 | 611 | 0.0% | 0.0% | 56 | +2,468 | 2.84% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 78,949 | 540 | 0.0% | 0.0% | 57 | +520 | 0.66% | Q1 2026 | Apr 30, 2026 |
| Inspire Investing, LLC | History | Added to | 75,502 | 517 | 0.04% | 0.04% | 58 | +39,634 | 110.5% | Q1 2026 | Apr 23, 2026 |
| Swiss National Bank | History | No change | 74,320 | 509 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 68,695 | 470 | 0.0% | — | 60 | +68,695 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 35,893 | 464 | 0.0% | 0.0% | 61 | -9,018 | -20.08% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 67,308 | 462 | 0.0% | 0.0% | 62 | +14,236 | 26.82% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | New | 65,900 | 451 | 0.01% | — | 63 | +65,900 | New | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | New | 60,957 | 417 | 0.03% | — | 64 | +60,957 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 55,575 | 380 | 0.0% | 0.0% | 66 | -60,691 | -52.2% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 55,507 | 380 | 0.0% | 0.0% | 65 | -8,408 | -13.15% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 52,751 | 361 | 0.0% | 0.0% | 67 | -139,064 | -72.5% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 52,529 | 359 | 0.0% | 0.0% | 68 | -2,883 | -5.2% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 50,825 | 348 | 0.0% | 0.0% | 69 | -6,721 | -11.68% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 49,234 | 337 | 0.0% | — | 70 | +49,234 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 47,452 | 325 | 0.0% | 0.0% | 71 | +601 | 1.28% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 45,654 | 312 | 0.03% | 0.03% | 72 | +18,897 | 70.62% | Q1 2026 | May 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 44,612 | 305 | 0.0% | 0.0% | 73 | +8,826 | 24.66% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 40,953 | 280 | 0.0% | 0.0% | 74 | +19,021 | 86.73% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | New | 40,507 | 277 | 0.0% | — | 75 | +40,507 | New | Q1 2026 | May 13, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 38,890 | 266 | 0.01% | — | 76 | +38,890 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 34,594 | 236 | 0.0% | 0.0% | 77 | -268 | -0.77% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 33,464 | 229 | 0.01% | 0.01% | 78 | +19,978 | 148.14% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 33,048 | 226 | 0.0% | 0.0% | 79 | -232 | -0.7% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 30,085 | 206 | 0.01% | — | 80 | +30,085 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 29,595 | 202 | 0.0% | 0.0% | 81 | -41,760 | -58.52% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 28,003 | 191 | 0.0% | 0.0% | 82 | -3,000 | -9.68% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 27,800 | 190 | 0.0% | 0.0% | 83 | -4,200 | -13.13% | Q1 2026 | May 15, 2026 |
| Swedbank AB | History | No change | 27,204 | 186 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 24,958 | 170 | 0.0% | 0.0% | 85 | +4,094 | 19.62% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 24,627 | 169 | 0.0% | 0.0% | 86 | -70,843 | -74.2% | Q1 2026 | Apr 16, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 24,390 | 167 | 0.0% | — | 87 | +24,390 | New | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | New | 23,274 | 159 | 0.0% | — | 88 | +23,274 | New | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 23,139 | 158 | 0.0% | 0.0% | 89 | -63,166 | -73.19% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,325 | 146 | 0.0% | 0.0% | 90 | +2,784 | 15.02% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 11,266 | 145 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 10,936 | 141 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 20,098 | 137 | 0.02% | — | 93 | +20,098 | New | Q1 2026 | May 15, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 19,988 | 136 | 0.01% | 0.01% | 94 | +4,213 | 26.71% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 18,500 | 126 | 0.0% | — | 95 | +18,500 | New | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 17,918 | 122 | 0.0% | — | 96 | +17,918 | New | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,330 | 118 | 0.0% | 0.0% | 97 | -27,146 | -61.04% | Q1 2026 | May 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,274 | 118 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 17,161 | 116 | 0.0% | 0.0% | 99 | -18,438 | -51.79% | Q1 2026 | Apr 20, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 16,445 | 112 | 0.01% | — | 100 | +16,445 | New | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 16,100 | 110 | 0.0% | 0.0% | 101 | +10,600 | 192.73% | Q1 2026 | Apr 24, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 15,656 | 107 | 0.02% | — | 102 | +15,656 | New | Q1 2026 | May 11, 2026 |
| PDT Partners, LLC | History | No change | 14,859 | 101 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 14,675 | 100 | 0.0% | 0.0% | 104 | -4,401 | -23.07% | Q1 2026 | May 13, 2026 |
| AIRE ADVISORS, LLC | History | New | 14,453 | 99 | 0.02% | — | 105 | +14,453 | New | Q1 2026 | May 06, 2026 |
| One Wealth Advisors, LLC | History | New | 14,038 | 96 | 0.01% | — | 106 | +14,038 | New | Q1 2026 | Apr 21, 2026 |
| OP Asset Management Ltd | History | Reduced | 13,884 | 95 | 0.0% | 0.0% | 107 | -6,697 | -32.54% | Q1 2026 | Apr 10, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 13,463 | 92 | 0.04% | — | 108 | +13,463 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,922 | 88 | 0.0% | 0.0% | 109 | -6,828 | -34.57% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 12,812 | 87 | 0.0% | — | 110 | +12,812 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 12,700 | 86 | 0.0% | 0.0% | 111 | +11,400 | 876.92% | Q1 2026 | May 14, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 12,233 | 83 | 0.03% | — | 113 | +12,233 | New | Q1 2026 | Apr 17, 2026 |
| Quotient Wealth Partners, LLC | History | New | 12,123 | 83 | 0.0% | — | 112 | +12,123 | New | Q1 2026 | Apr 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,244 | 77 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 11,113 | 76 | 0.0% | — | 115 | +11,113 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,085 | 75 | 0.0% | — | 116 | +11,085 | New | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,648 | 73 | 0.0% | 0.0% | 117 | +7,163 | 205.54% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 10,608 | 72 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,472 | 71 | 0.0% | — | 120 | +10,472 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 5,529 | 71 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Delta Investment Management, LLC | History | New | 10,100 | 69 | 0.01% | — | 122 | +10,100 | New | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Reduced | 10,075 | 69 | 0.0% | 0.0% | 121 | -410 | -3.91% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,366 | 64 | 0.0% | — | 123 | +9,366 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 9,150 | 62 | 0.0% | 0.0% | 124 | +6,369 | 229.02% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,324 | 57 | 0.0% | 0.0% | 125 | -5,989 | -41.84% | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,255 | 56 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 8,048 | 55 | 0.0% | 0.0% | 127 | -187 | -2.27% | Q1 2026 | Apr 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,718 | 52 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,619 | 45 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,960 | 41 | 0.0% | 0.0% | 131 | +5,382 | 931.14% | Q1 2026 | Apr 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,081 | 41 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 5,251 | 35 | 0.01% | — | 132 | +5,251 | New | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,073 | 34 | 0.0% | 0.0% | 133 | +4,322 | 575.5% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,252 | 29 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,622 | 24 | 0.0% | — | 135 | +3,615 | 51642.86% | Q1 2026 | May 07, 2026 |
| Crossingbridge Advisors, LLC | History | New | 3,400 | 23 | 0.0% | — | 137 | +3,400 | New | Q1 2026 | May 14, 2026 |
| AlphaCentric Advisors LLC | History | New | 3,400 | 23 | 0.02% | — | 138 | +3,400 | New | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,399 | 23 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,316 | 21 | 0.0% | 0.0% | 139 | +36 | 1.1% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 2,897 | 19 | 0.0% | 0.0% | 140 | -11,443 | -79.8% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,525 | 17 | 0.0% | 0.0% | 141 | +2,349 | 1334.66% | Q1 2026 | May 01, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,100 | 14 | 0.0% | 0.0% | 142 | +1,800 | 600.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 2,004 | 13 | 0.0% | 0.0% | 143 | +282 | 16.38% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,645 | 11 | 0.0% | 0.0% | 145 | +813 | 97.72% | Q1 2026 | May 14, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,619 | 11 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,164 | 7 | 0.0% | 0.0% | 147 | -917 | -44.07% | Q1 2026 | Apr 22, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 1,041 | 7 | 0.0% | 0.0% | 146 | +423 | 68.45% | Q1 2026 | May 07, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 984 | 6 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 603 | 4 | 0.0% | — | 151 | +603 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 605 | 4 | 0.0% | — | 150 | +571 | 1679.41% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 712 | 4 | 0.0% | 0.0% | 149 | -80 | -10.1% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 478 | 3 | 0.0% | 0.01% | 155 | -990 | -67.44% | Q1 2026 | May 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 492 | 3 | 0.0% | 0.0% | 153 | -1 | -0.2% | Q1 2026 | May 05, 2026 |
| Boit C F David | History | No change | 525 | 3 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 289 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 306 | 2 | 0.0% | 0.0% | 157 | -1,809 | -85.53% | Q1 2026 | Apr 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 419 | 2 | 0.0% | 0.0% | 156 | -79 | -15.86% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 183 | 1 | 0.0% | 0.0% | 163 | -39,442 | -99.54% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Reduced | 256 | 1 | 0.0% | 0.0% | 167 | -1,004 | -79.68% | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | New | 231 | 1 | 0.0% | — | 169 | +231 | New | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 168 | 1 | 0.0% | — | 168 | +168 | New | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 252 | 1 | 0.0% | 0.0% | 158 | -148 | -37.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 245 | 1 | 0.0% | 0.0% | 161 | +62 | 33.88% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 164 | 1 | 0.0% | 0.0% | 160 | -52 | -24.07% | Q1 2026 | May 11, 2026 |
| Marquette Asset Management, LLC | History | Added to | 268 | 1 | 0.0% | 0.0% | 164 | +44 | 19.64% | Q1 2026 | Apr 23, 2026 |
| DANSKE BANK A/S | History | No change | 163 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 256 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bollard Group LLC | History | No change | 88 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 161 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.25% | — | -732,304 | -100.0% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -316,702 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -247,616 | -100.0% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Reduced | 1 | 0 | — | 0.06% | — | -224,895 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -180,669 | -100.0% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -155,822 | -100.0% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -154,302 | -100.0% | Q1 2026 | May 12, 2026 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -146,227 | -100.0% | Q1 2026 | May 18, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -130,510 | -100.0% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -123,994 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -103,251 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -85,319 | -100.0% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -71,804 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,462 | -100.0% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,222 | -100.0% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,655 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1 | 0 | — | 0.0% | — | -28,560 | -100.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -24,610 | -100.0% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -23,045 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,667 | -100.0% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,419 | -100.0% | Q1 2026 | May 04, 2026 |
| Louisiana State Employees Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -16,400 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.0% | — | -16,072 | -100.0% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,981 | -100.0% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,414 | -100.0% | Q1 2026 | May 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,999 | -100.0% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,166 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,608 | -100.0% | Q1 2026 | May 08, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,118 | -100.0% | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,711 | -100.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -11,556 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -11,320 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -10,783 | -100.0% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Closed out | 0 | 0 | — | 0.0% | — | -9,218 | -100.0% | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -8,236 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -656 | -100.0% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -505 | -99.02% | Q1 2026 | May 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -496 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Riverview Trust Co | History | Reduced | 66 | 0 | — | 0.0% | — | -198 | -75.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -167 | -87.89% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1 | 0 | — | 0.0% | — | -144 | -99.31% | Q1 2026 | Apr 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 6 | 0 | — | 0.0% | — | -132 | -95.65% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 120 | 0 | — | — | — | +120 | New | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -88 | -98.88% | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 87 | 0 | — | — | — | +87 | New | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | Added to | 139 | 0 | — | 0.0% | — | +55 | 65.48% | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 122 | 0 | — | 0.0% | — | -52 | -29.89% | Q1 2026 | May 14, 2026 |
| BAYBAN | History | New | 45 | 0 | — | — | — | +45 | New | Q1 2026 | Apr 24, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 80 | 0 | — | 0.0% | — | -37 | -31.62% | Q1 2026 | Apr 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 62 | 0 | — | — | — | +18 | 40.91% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 13 | 0 | — | — | — | -15 | -53.57% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 2 | 0 | — | — | — | -14 | -87.5% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 5 | 0 | — | — | — | -12 | -70.59% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Hartford Financial Management Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 99 | 0 | — | 0.0% | — | -4 | -3.88% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 88 | 0 | — | 0.0% | — | -4 | -4.35% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 30, 2026 |
| PlanVest Financial, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FIRST HORIZON CORP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ALERUS FINANCIAL NA | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 131 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hurley Capital, LLC | History | No change | 99 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RMG Wealth Management LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cromwell Holdings LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Quent Capital, LLC | History | No change | 87 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | No change | 81 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 104 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Boreal Capital Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Financial Strategies CORP | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |