Artisan Partners Asset Management Inc. - APAM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 10,360,133 | 377,005 | 0.01% | 0.01% | 1 | +187,117 | 1.84% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 7,663,975 | 312,230 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 5,564,382 | 202,487 | 0.59% | 0.62% | 3 | -150,885 | -2.64% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,130,599 | 150,312 | 0.01% | — | 4 | +4,130,599 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,031,631 | 110,321 | 0.0% | — | 5 | +3,031,631 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 2,842,095 | 103,423 | 0.0% | 0.0% | 6 | -8,494 | -0.3% | Q1 2026 | May 15, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 2,587,946 | 94,175 | 0.95% | 0.92% | 7 | +289,105 | 12.58% | Q1 2026 | Apr 16, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,549,402 | 92,772 | 0.01% | 0.02% | 8 | -498,823 | -16.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,107,655 | 76,697 | 0.0% | 0.0% | 9 | +85,025 | 4.2% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,076,906 | 75,589 | 0.0% | 0.0% | 10 | +106,261 | 5.39% | Q1 2026 | May 15, 2026 |
| Channing Capital Management, LLC | History | Reduced | 1,909,869 | 69,500 | 1.78% | 2.06% | 11 | -57,863 | -2.94% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,670,380 | 60,781 | 0.01% | 0.01% | 12 | +30,863 | 1.88% | Q1 2026 | May 07, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,571,535 | 57,188 | 0.38% | 0.4% | 13 | -87,801 | -5.29% | Q1 2026 | Apr 21, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,432,424 | 52,125 | 0.03% | 0.03% | 14 | +119,647 | 9.11% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,310,131 | 47,675 | 0.02% | 0.02% | 15 | -130,349 | -9.05% | Q1 2026 | May 05, 2026 |
| Capital World Investors | History | Added to | 1,058,685 | 38,525 | 0.01% | 0.01% | 16 | +148,163 | 16.27% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 973,227 | 35,415 | 0.35% | 0.43% | 17 | -58,117 | -5.64% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 846,706 | 30,811 | 0.0% | 0.0% | 18 | +10,346 | 1.24% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 758,016 | 27,584 | 0.04% | 0.05% | 19 | +79,122 | 11.65% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 625,552 | 22,763 | 0.0% | 0.01% | 20 | -63,463 | -9.21% | Q1 2026 | May 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 611,876 | 22,266 | 0.07% | 0.07% | 21 | +76,578 | 14.31% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 602,014 | 21,907 | 0.0% | 0.0% | 22 | +341,361 | 130.96% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 580,528 | 21,125 | 0.0% | 0.0% | 23 | +111,728 | 23.83% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 571,919 | 20,812 | 0.0% | 0.0% | 24 | +134,066 | 30.62% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 554,359 | 20,173 | 0.0% | 0.01% | 25 | -75,071 | -11.93% | Q1 2026 | May 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 551,336 | 20,063 | 1.16% | 1.04% | 26 | +113,491 | 25.92% | Q1 2026 | May 15, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 529,279 | 19,260 | 0.33% | 0.35% | 27 | +11,511 | 2.22% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 498,369 | 18,135 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 473,395 | 17,226 | 0.02% | 0.02% | 29 | -41,240 | -8.01% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 468,371 | 17,044 | 0.0% | — | 30 | +468,371 | New | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 441,023 | 16,048 | 0.0% | 0.01% | 31 | +11,649 | 2.71% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 436,553 | 15,886 | 0.02% | 0.02% | 32 | +13,906 | 3.29% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 421,464 | 15,337 | 0.01% | 0.0% | 33 | +195,429 | 86.46% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 396,626 | 14,433 | 0.0% | 0.0% | 34 | -36,180 | -8.36% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 377,377 | 13,732 | 0.0% | 0.0% | 35 | +1,847 | 0.49% | Q1 2026 | Apr 30, 2026 |
| SPROTT INC. | History | No change | 362,095 | 13,176 | 0.38% | 0.5% | 36 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 355,089 | 12,921 | 0.05% | 0.03% | 37 | +126,506 | 55.34% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 354,595 | 12,903 | 0.02% | 0.0% | 38 | +293,524 | 480.63% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 343,520 | 12,500 | 0.0% | 0.0% | 39 | +33,921 | 10.96% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 343,169 | 12,487 | 0.01% | 0.01% | 40 | -103,557 | -23.18% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 342,473 | 12,462 | 0.01% | 0.0% | 41 | +187,827 | 121.46% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 284,348 | 10,347 | 0.02% | 0.02% | 42 | -54,800 | -16.16% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 266,904 | 9,712 | 0.0% | 0.0% | 43 | -12,163 | -4.36% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 254,972 | 9,278 | 0.01% | 0.0% | 44 | +229,485 | 900.4% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 228,281 | 8,307 | 0.01% | 0.0% | 45 | +191,963 | 528.56% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 219,317 | 7,981 | 0.0% | 0.0% | 46 | +54,363 | 32.96% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Added to | 218,013 | 7,933 | 0.26% | 0.12% | 47 | +109,926 | 101.7% | Q1 2026 | May 18, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 203,551 | 7,407 | 0.0% | 0.0% | 48 | +113,022 | 124.85% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 195,417 | 7,111 | 0.0% | 0.0% | 49 | -5,476 | -2.73% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 185,860 | 6,763 | 0.0% | 0.0% | 50 | -10,672 | -5.43% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 182,335 | 6,635 | 0.01% | 0.01% | 51 | +2,739 | 1.53% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 179,052 | 6,515 | 0.0% | 0.0% | 52 | +12,475 | 7.49% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 165,283 | 6,014 | 0.01% | 0.01% | 53 | +16,417 | 11.03% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 154,896 | 5,636 | 0.0% | 0.0% | 54 | +43,825 | 39.46% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 152,925 | 5,564 | 0.0% | 0.0% | 55 | +75,426 | 97.33% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 149,185 | 5,428 | 0.01% | 0.01% | 56 | -120,305 | -44.64% | Q1 2026 | May 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 145,823 | 5,306 | 0.02% | 0.04% | 57 | -2,335 | -1.58% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 144,778 | 5,268 | 0.0% | 0.0% | 58 | +35,963 | 33.05% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 141,059 | 5,133 | 0.0% | 0.0% | 59 | +20,463 | 16.97% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 139,100 | 5,061 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 137,246 | 4,994 | 0.01% | 0.0% | 61 | +113,045 | 467.11% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 136,899 | 4,981 | 0.01% | 0.01% | 62 | +2,385 | 1.77% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 118,521 | 4,312 | 0.0% | 0.0% | 63 | +78,178 | 193.78% | Q1 2026 | May 12, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 104,950 | 4,275 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 104,939 | 4,275 | 0.28% | 0.28% | 65 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 113,059 | 4,114 | 0.74% | 0.86% | 66 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 111,472 | 4,056 | 0.01% | 0.01% | 67 | +51,712 | 86.53% | Q1 2026 | May 11, 2026 |
| Vestcor Inc | History | Added to | 107,642 | 3,917 | 0.11% | 0.05% | 68 | +61,909 | 135.37% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 105,956 | 3,855 | 0.0% | 0.0% | 69 | +9,779 | 10.17% | Q1 2026 | May 04, 2026 |
| Quantbot Technologies LP | History | Added to | 101,984 | 3,711 | 0.15% | 0.02% | 70 | +90,036 | 753.57% | Q1 2026 | May 13, 2026 |
| Ruffer LLP | History | New | 98,783 | 3,605 | 0.15% | — | 71 | +98,783 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 97,697 | 3,478 | 0.0% | 0.0% | 72 | -11,612 | -10.62% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 94,142 | 3,426 | 0.0% | 0.01% | 73 | -236,104 | -71.49% | Q1 2026 | May 18, 2026 |
| Phocas Financial Corp. | History | Reduced | 91,229 | 3,319 | 0.52% | 0.62% | 74 | -25,407 | -21.78% | Q1 2026 | Apr 30, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 91,072 | 3,314 | 0.35% | 0.34% | 75 | +16,028 | 21.36% | Q1 2026 | Apr 29, 2026 |
| PEAK6 LLC | History | New | 91,027 | 3,312 | 0.01% | — | 76 | +91,027 | New | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 89,511 | 3,257 | 0.02% | 0.03% | 77 | -7,000 | -7.25% | Q1 2026 | May 05, 2026 |
| Morningstar Investment Management LLC | History | Added to | 88,669 | 3,226 | 0.2% | 0.08% | 78 | +53,507 | 152.17% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 84,793 | 3,085 | 0.0% | 0.0% | 79 | +18,286 | 27.49% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 74,597 | 3,039 | 0.0% | 0.0% | 80 | -3,633 | -4.64% | Q1 2026 | May 15, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 81,782 | 2,976 | 0.31% | 0.39% | 81 | -3,887 | -4.54% | Q1 2026 | May 07, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 81,511 | 2,966 | 0.65% | 0.74% | 82 | +6,981 | 9.37% | Q1 2026 | Apr 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 79,914 | 2,909 | 0.0% | 0.0% | 83 | +11,853 | 17.42% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 79,457 | 2,891 | 0.01% | 0.0% | 84 | +58,128 | 272.53% | Q1 2026 | May 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 65,250 | 2,658 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 72,638 | 2,644 | 0.01% | 0.01% | 86 | -1,386 | -1.87% | Q1 2026 | May 01, 2026 |
| Callan Family Office, LLC | History | Added to | 71,755 | 2,611 | 0.06% | 0.06% | 87 | +733 | 1.03% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 70,024 | 2,548 | 0.0% | 0.0% | 88 | +14,824 | 26.86% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 69,282 | 2,521 | 0.0% | 0.0% | 89 | +13,445 | 24.08% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 69,282 | 2,521 | 0.01% | 0.01% | 90 | +213 | 0.31% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 68,781 | 2,502 | 0.01% | 0.01% | 91 | +81 | 0.12% | Q1 2026 | May 14, 2026 |
| Holocene Advisors, LP | History | Added to | 66,799 | 2,430 | 0.01% | 0.0% | 92 | +26,276 | 64.84% | Q1 2026 | May 15, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 64,928 | 2,362 | 0.04% | 0.03% | 93 | +13,698 | 26.74% | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 64,160 | 2,334 | 0.0% | 0.0% | 94 | +3,737 | 6.18% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 63,852 | 2,323 | 0.0% | 0.0% | 95 | +1,881 | 3.04% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 62,776 | 2,284 | 0.01% | 0.0% | 96 | +52,986 | 541.23% | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 62,625 | 2,278 | 0.02% | 0.02% | 97 | +14,817 | 30.99% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 62,473 | 2,273 | 0.0% | 0.0% | 98 | +6,352 | 11.32% | Q1 2026 | May 06, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 62,453 | 2,272 | 0.26% | 0.31% | 99 | -4,528 | -6.76% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 62,400 | 2,270 | 0.0% | 0.0% | 100 | -21,155 | -25.32% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 62,392 | 2,270 | 0.04% | 0.06% | 101 | +1,397 | 2.29% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,936 | 2,253 | 0.0% | 0.0% | 102 | +6,536 | 11.8% | Q1 2026 | May 15, 2026 |
| Optimist Retirement Group LLC | History | Added to | 60,542 | 2,203 | 0.97% | 0.39% | 103 | +39,880 | 193.01% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 59,526 | 2,166 | 0.02% | 0.02% | 104 | -8,457 | -12.44% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 58,610 | 2,133 | 0.17% | 0.22% | 105 | -9,398 | -13.82% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 58,147 | 2,115 | 0.0% | — | 106 | +58,147 | New | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 57,749 | 2,104 | 0.0% | 0.0% | 107 | -4,765 | -7.62% | Q1 2026 | May 14, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 57,238 | 2,082 | 0.87% | 0.02% | 108 | +55,966 | 4399.84% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Added to | 56,393 | 2,052 | 0.0% | 0.0% | 109 | +372 | 0.66% | Q1 2026 | May 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 53,764 | 1,956 | 0.01% | 0.01% | 110 | +1,527 | 2.92% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 51,779 | 1,884 | 0.0% | 0.0% | 111 | -3,298 | -5.99% | Q1 2026 | May 12, 2026 |
| Moran Wealth Management, LLC | History | Added to | 50,515 | 1,838 | 0.06% | 0.05% | 112 | +10,448 | 26.08% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 49,314 | 1,794 | 0.0% | 0.01% | 113 | -14,389 | -22.59% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 48,928 | 1,780 | 0.0% | 0.0% | 114 | -2,799 | -5.41% | Q1 2026 | May 06, 2026 |
| FCG Investment Co | History | New | 48,543 | 1,766 | 0.77% | — | 115 | +48,543 | New | Q1 2026 | Apr 09, 2026 |
| Squarepoint Ops LLC | History | Reduced | 47,898 | 1,743 | 0.0% | 0.0% | 116 | -53,543 | -52.78% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 47,805 | 1,739 | 0.0% | 0.0% | 117 | -394 | -0.82% | Q1 2026 | May 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 47,655 | 1,696 | 0.0% | 0.0% | 118 | +9,166 | 23.81% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 46,076 | 1,675 | 0.02% | 0.02% | 119 | -1,089 | -2.31% | Q1 2026 | Apr 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 45,051 | 1,639 | 0.01% | 0.01% | 120 | +1,148 | 2.61% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 44,872 | 1,632 | 0.01% | — | 121 | +44,872 | New | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 44,129 | 1,605 | 0.05% | 0.07% | 122 | -7,657 | -14.79% | Q1 2026 | May 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 43,725 | 1,591 | 0.03% | 0.04% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 43,510 | 1,584 | 0.0% | 0.0% | 124 | -3,161 | -6.77% | Q1 2026 | May 15, 2026 |
| Measured Risk Portfolios, Inc. | History | Added to | 42,939 | 1,562 | 1.71% | 1.41% | 125 | +7,901 | 22.55% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | No change | 42,878 | 1,560 | 0.36% | 0.41% | 126 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 42,680 | 1,553 | 0.0% | 0.0% | 127 | +5,380 | 14.42% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 42,413 | 1,543 | 0.0% | 0.0% | 128 | -3,796 | -8.21% | Q1 2026 | May 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 41,342 | 1,504 | 0.0% | 0.0% | 129 | -7,438 | -15.25% | Q1 2026 | May 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 41,239 | 1,500 | 0.04% | 0.1% | 130 | -53,118 | -56.29% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 41,134 | 1,496 | 0.01% | 0.01% | 131 | +1,664 | 4.22% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 40,477 | 1,473 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | No change | 40,477 | 1,472 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 39,848 | 1,450 | 0.26% | 0.35% | 134 | +94 | 0.24% | Q1 2026 | May 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 39,728 | 1,445 | 0.02% | 0.02% | 135 | +1,353 | 3.53% | Q1 2026 | May 05, 2026 |
| DGS Capital Management, LLC | History | Added to | 39,243 | 1,428 | 0.23% | 0.23% | 136 | +6,776 | 20.87% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 33,319 | 1,357 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWINBEECH CAPITAL LP | History | Added to | 37,011 | 1,346 | 0.14% | 0.1% | 138 | +3,817 | 11.5% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 36,736 | 1,336 | 0.02% | 0.02% | 139 | -4,133 | -10.11% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 36,588 | 1,331 | 0.01% | 0.02% | 140 | -4,140 | -10.16% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 36,003 | 1,310 | 0.01% | 0.01% | 141 | -2,041 | -5.36% | Q1 2026 | May 08, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 35,980 | 1,309 | 0.22% | 0.34% | 142 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cetera Investment Advisers | History | Added to | 35,917 | 1,307 | 0.0% | 0.0% | 143 | +2,130 | 6.3% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 34,377 | 1,250 | 0.01% | 0.01% | 144 | -219 | -0.63% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 34,350 | 1,249 | 0.01% | 0.01% | 145 | +2,641 | 8.33% | Q1 2026 | May 14, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 33,564 | 1,221 | 0.14% | 0.16% | 146 | +405 | 1.22% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 33,306 | 1,212 | 0.0% | 0.0% | 147 | +32,959 | 9498.27% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 33,255 | 1,210 | 0.01% | 0.01% | 148 | -14,547 | -30.43% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 33,197 | 1,208 | 0.0% | 0.0% | 149 | +2,601 | 8.5% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 33,164 | 1,206 | 0.04% | 0.04% | 150 | +3,371 | 11.31% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | Added to | 31,681 | 1,152 | 0.05% | 0.03% | 151 | +18,322 | 137.15% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 31,200 | 1,135 | 0.02% | 0.02% | 152 | -1,100 | -3.41% | Q1 2026 | Apr 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 30,180 | 1,098 | 0.01% | 0.02% | 153 | -9,469 | -23.88% | Q1 2026 | Apr 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 29,383 | 1,069 | 0.0% | 0.0% | 154 | +309 | 1.06% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 29,000 | 1,055 | 0.02% | 0.03% | 155 | -1,200 | -3.97% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 28,949 | 1,053 | 0.0% | 0.0% | 156 | -556 | -1.88% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 28,713 | 1,044 | 0.0% | — | 157 | +28,713 | New | Q1 2026 | May 08, 2026 |
| Drake & Associates, LLC | History | Reduced | 28,646 | 1,042 | 0.2% | 0.34% | 158 | -13,045 | -31.29% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Added to | 27,517 | 1,001 | 0.07% | 0.07% | 159 | +2,726 | 11.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 27,490 | 1,000 | 0.0% | 0.0% | 160 | +3,410 | 14.16% | Q1 2026 | Apr 30, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 27,427 | 998 | 0.0% | 0.01% | 161 | -15,200 | -35.66% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,198 | 989 | 0.0% | 0.0% | 162 | +2,432 | 9.82% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,967 | 945 | 0.0% | 0.0% | 163 | -8,948 | -25.63% | Q1 2026 | Apr 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 25,700 | 935 | 0.0% | 0.0% | 164 | +600 | 2.39% | Q1 2026 | Apr 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 24,838 | 903 | 0.0% | 0.01% | 165 | -14,947 | -37.57% | Q1 2026 | Apr 30, 2026 |
| Vident Advisory, LLC | History | Added to | 24,497 | 891 | 0.01% | 0.01% | 166 | +1,904 | 8.43% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 24,213 | 884 | 0.0% | 0.0% | 167 | +5,730 | 31.0% | Q1 2026 | Apr 30, 2026 |
| Provident Investment Management, Inc. | History | Added to | 23,200 | 844 | 0.08% | 0.08% | 168 | +305 | 1.33% | Q1 2026 | May 13, 2026 |
| BURNEY CO/ | History | Added to | 22,904 | 833 | 0.03% | 0.03% | 169 | +3,129 | 15.82% | Q1 2026 | Apr 29, 2026 |
| STRS OHIO | History | No change | 22,700 | 826 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 21,527 | 783 | 0.0% | 0.0% | 171 | +3,180 | 17.33% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 21,423 | 780 | 0.0% | 0.0% | 172 | -800 | -3.6% | Q1 2026 | Apr 28, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 20,835 | 758 | 0.0% | 0.0% | 173 | -9,466 | -31.24% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 20,100 | 731 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 20,077 | 730 | 0.0% | — | 175 | +20,077 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 20,040 | 729 | 0.01% | 0.01% | 176 | -189 | -0.93% | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 17,700 | 721 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 19,718 | 717 | 0.0% | 0.0% | 178 | +11,198 | 131.43% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 19,337 | 703 | 0.06% | 0.09% | 180 | -28,499 | -59.58% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 19,344 | 703 | 0.0% | 0.0% | 179 | -295 | -1.5% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,674 | 679 | 0.01% | 0.01% | 181 | -245 | -1.29% | Q1 2026 | Apr 24, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 18,612 | 677 | 0.0% | — | 182 | +18,612 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 18,390 | 666 | 0.0% | 0.0% | 183 | +1,957 | 11.91% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 18,201 | 662 | 0.0% | 0.0% | 184 | -1,138 | -5.88% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 17,984 | 654 | 0.02% | 0.02% | 185 | +9,576 | 113.89% | Q1 2026 | Apr 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 17,884 | 650 | 0.01% | 0.01% | 186 | +4,086 | 29.61% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 17,489 | 637 | 0.0% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Reduced | 17,498 | 636 | 0.01% | 0.01% | 188 | -1,725 | -8.97% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 17,425 | 634 | 0.0% | 0.0% | 189 | -19 | -0.11% | Q1 2026 | May 01, 2026 |
| AlphaQuest LLC | History | No change | 15,403 | 627 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 16,857 | 613 | 0.08% | 0.09% | 191 | +273 | 1.65% | Q1 2026 | May 14, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 16,725 | 608 | 0.07% | 0.08% | 192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,538 | 601 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 16,102 | 585 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | Added to | 16,030 | 583 | 0.0% | 0.0% | 195 | +909 | 6.01% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 15,716 | 571 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,630 | 569 | 0.0% | 0.0% | 197 | -7,654 | -32.87% | Q1 2026 | Apr 16, 2026 |
| Guinness Asset Management LTD | History | Reduced | 15,589 | 567 | 0.01% | 0.01% | 198 | -168 | -1.07% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 15,571 | 566 | 0.0% | 0.0% | 199 | -4,812 | -23.61% | Q1 2026 | Apr 29, 2026 |
| Brevan Howard Capital Management LP | History | New | 15,536 | 565 | 0.0% | — | 200 | +15,536 | New | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | Reduced | 15,490 | 563 | 0.05% | 0.04% | 201 | -100 | -0.64% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 15,365 | 559 | 0.0% | 0.0% | 202 | +295 | 1.96% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Added to | 14,891 | 541 | 0.05% | 0.04% | 203 | +3,716 | 33.25% | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | New | 14,737 | 536 | 0.13% | — | 204 | +14,737 | New | Q1 2026 | May 14, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 14,082 | 512 | 0.03% | 0.04% | 205 | -1,880 | -11.78% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,836 | 503 | 0.0% | 0.0% | 206 | -2,383 | -14.69% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 13,417 | 488 | 0.0% | 0.01% | 207 | -8,180 | -37.88% | Q1 2026 | May 08, 2026 |
| Smith Group Asset Management, LLC | History | Added to | 13,436 | 488 | 0.02% | 0.03% | 208 | +1,168 | 9.52% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Reduced | 13,117 | 477 | 0.05% | 0.07% | 210 | -3,039 | -18.81% | Q1 2026 | Apr 22, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 13,109 | 477 | 0.2% | 0.23% | 209 | -177 | -1.33% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 12,993 | 472 | 0.01% | 0.01% | 211 | -976 | -6.99% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 12,631 | 460 | 0.03% | — | 212 | +12,631 | New | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 12,387 | 452 | 0.0% | 0.01% | 213 | -99,275 | -88.91% | Q1 2026 | May 05, 2026 |
| AdvisorShares Investments LLC | History | New | 12,300 | 447 | 0.08% | — | 214 | +12,300 | New | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,737 | 427 | 0.0% | 0.0% | 215 | -487 | -3.98% | Q1 2026 | May 08, 2026 |
| RDA Financial Network | History | Added to | 11,621 | 422 | 0.11% | 0.1% | 216 | +1,681 | 16.91% | Q1 2026 | Apr 08, 2026 |
| Range Financial Group LLC | History | Added to | 11,491 | 418 | 0.14% | 0.16% | 217 | +125 | 1.1% | Q1 2026 | Apr 30, 2026 |
| AVIVA PLC | History | Reduced | 11,478 | 417 | 0.0% | 0.0% | 218 | -199 | -1.7% | Q1 2026 | May 14, 2026 |
| Hendershot Investments Inc. | History | No change | 11,475 | 417 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 11,254 | 409 | 0.0% | 0.0% | 220 | +1,123 | 11.08% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,041 | 401 | 0.01% | 0.01% | 221 | +1,758 | 18.94% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 10,396 | 378 | 0.06% | — | 222 | +10,396 | New | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 10,263 | 373 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10,120 | 368 | 0.01% | 0.01% | 225 | -752 | -6.92% | Q1 2026 | Jun 02, 2026 |
| WESBANCO BANK INC | History | No change | 10,131 | 368 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,825 | 357 | 0.0% | 0.0% | 226 | -2,441 | -19.9% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,731 | 354 | 0.0% | 0.0% | 227 | -1,560 | -13.82% | Q1 2026 | Apr 27, 2026 |
| Curated Wealth Partners LLC | History | No change | 9,690 | 352 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Impact Capital Partners LLC | History | Reduced | 9,588 | 348 | 0.11% | 0.13% | 230 | -907 | -8.64% | Q1 2026 | Apr 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 9,576 | 348 | 0.01% | 0.01% | 229 | -706 | -6.87% | Q1 2026 | Apr 20, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 9,380 | 341 | 0.0% | 0.0% | 231 | -37,634 | -80.05% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 9,381 | 341 | 0.0% | 0.0% | 232 | +365 | 4.05% | Q1 2026 | May 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 9,206 | 335 | 0.3% | 0.3% | 233 | +600 | 6.97% | Q1 2026 | Apr 22, 2026 |
| AXQ CAPITAL, LP | History | New | 8,920 | 324 | 0.04% | — | 234 | +8,920 | New | Q1 2026 | May 13, 2026 |
| ARGA Investment Management, LP | History | No change | 8,885 | 323 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 8,655 | 314 | 0.02% | 0.14% | 236 | -63,334 | -87.98% | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | New | 8,633 | 314 | 0.31% | — | 237 | +8,633 | New | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 8,609 | 313 | 0.01% | 0.01% | 238 | -500 | -5.49% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | New | 8,580 | 312 | 0.01% | — | 239 | +8,580 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,502 | 309 | 0.01% | 0.01% | 240 | +75 | 0.89% | Q1 2026 | Apr 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,633 | 307 | 0.02% | 0.02% | 241 | -2,274 | -20.85% | Q1 2026 | Apr 24, 2026 |
| Ariadne Wealth Management, LP | History | No change | 8,459 | 307 | 0.14% | 0.15% | 242 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,410 | 306 | 0.0% | 0.0% | 243 | -3,665 | -30.35% | Q1 2026 | May 05, 2026 |
| Morse Asset Management, Inc | History | No change | 8,435 | 306 | 0.06% | 0.07% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | New | 8,311 | 302 | 0.0% | — | 245 | +8,311 | New | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 8,282 | 301 | 0.09% | 0.13% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 8,254 | 300 | 0.08% | 0.1% | 247 | -1,412 | -14.61% | Q1 2026 | May 11, 2026 |
| Engineers Gate Manager LP | History | New | 8,200 | 298 | 0.0% | — | 248 | +8,200 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,089 | 294 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 8,064 | 293 | 0.0% | 0.0% | 250 | +11 | 0.14% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,932 | 288 | 0.0% | 0.0% | 251 | -4,783 | -37.62% | Q1 2026 | May 13, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 7,874 | 286 | 0.17% | 0.16% | 252 | +797 | 11.26% | Q1 2026 | Apr 10, 2026 |
| MQS Management LLC | History | Reduced | 7,558 | 275 | 0.19% | 0.36% | 253 | -7,325 | -49.22% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | Added to | 7,489 | 272 | 0.01% | 0.01% | 254 | +1,181 | 18.72% | Q1 2026 | May 11, 2026 |
| Marex Group plc | History | New | 7,397 | 269 | 0.0% | — | 255 | +7,397 | New | Q1 2026 | May 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 7,262 | 264 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,157 | 260 | 0.0% | 0.0% | 257 | -2,672 | -27.18% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,109 | 258 | 0.01% | 0.01% | 258 | -94 | -1.31% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,106 | 258 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,073 | 257 | 0.0% | 0.0% | 260 | -1,368 | -16.21% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,059 | 256 | 0.01% | 0.02% | 261 | -1,087 | -13.34% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,998 | 254 | 0.0% | 0.0% | 262 | +1,737 | 33.02% | Q1 2026 | Apr 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 6,854 | 249 | 0.0% | — | 264 | +6,854 | New | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,860 | 249 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,605 | 240 | 0.0% | — | 268 | +6,605 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 6,597 | 240 | 0.0% | — | 267 | +6,597 | New | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Reduced | 6,619 | 240 | 0.0% | 0.0% | 266 | -632 | -8.72% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,612 | 240 | 0.0% | 0.0% | 265 | +301 | 4.77% | Q1 2026 | Apr 15, 2026 |
| Inspire Advisors, LLC | History | New | 6,485 | 235 | 0.02% | — | 269 | +6,485 | New | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 6,334 | 230 | 0.0% | 0.0% | 270 | -498 | -7.29% | Q1 2026 | Apr 27, 2026 |
| R Squared Ltd | History | New | 6,302 | 229 | 0.13% | — | 271 | +6,302 | New | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,134 | 223 | 0.01% | 0.01% | 272 | -894 | -12.72% | Q1 2026 | Apr 28, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,000 | 218 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,907 | 215 | 0.0% | 0.0% | 274 | -6,449 | -52.19% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 5,916 | 215 | 0.0% | 0.0% | 275 | +949 | 19.11% | Q1 2026 | May 13, 2026 |
| Prosperitas Financial LLC | History | New | 5,890 | 214 | 0.08% | — | 276 | +5,890 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,672 | 206 | 0.0% | 0.0% | 277 | -5,892 | -50.95% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 5,564 | 202 | 0.0% | 0.0% | 278 | +837 | 17.71% | Q1 2026 | May 14, 2026 |
| SEVEN MILE ADVISORY | History | New | 5,512 | 200 | 0.14% | — | 279 | +5,512 | New | Q1 2026 | Apr 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,232 | 190 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,036 | 183 | 0.01% | 0.01% | 281 | +1,037 | 25.93% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 5,020 | 182 | 0.08% | 0.11% | 282 | -998 | -16.58% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,512 | 164 | 0.0% | 0.0% | 283 | +3,820 | 552.02% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,386 | 159 | 0.0% | 0.0% | 284 | -562 | -11.36% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 3,634 | 132 | 0.0% | 0.0% | 285 | +188 | 5.46% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,172 | 115 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 3,091 | 112 | 0.0% | 0.0% | 288 | +452 | 17.13% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,206 | 112 | 0.0% | 0.0% | 287 | +345 | 12.06% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,961 | 107 | 0.01% | 0.01% | 289 | -111 | -3.61% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,569 | 93 | 0.0% | 0.0% | 290 | +1,101 | 75.0% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,376 | 86 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KBC Group NV | History | No change | 2,258 | 82 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthCollab, LLC | History | Added to | 2,072 | 75 | 0.03% | 0.03% | 293 | +372 | 21.88% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,053 | 74 | 0.0% | 0.0% | 294 | +557 | 37.23% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,991 | 72 | 0.0% | 0.0% | 296 | +259 | 14.95% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,993 | 72 | 0.0% | 0.0% | 295 | +4 | 0.2% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,921 | 69 | 0.0% | 0.01% | 297 | -5,874 | -75.36% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,868 | 67 | 0.0% | 0.0% | 298 | +518 | 38.37% | Q1 2026 | Apr 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,720 | 62 | 0.02% | 0.02% | 299 | -42 | -2.38% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 1,631 | 59 | 0.0% | 0.0% | 300 | +60 | 3.82% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,354 | 55 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,449 | 52 | 0.0% | 0.0% | 302 | +174 | 13.65% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,330 | 48 | 0.0% | 0.0% | 303 | +76 | 6.06% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,269 | 46 | 0.0% | 0.0% | 304 | +1,049 | 476.82% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,212 | 43 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,158 | 42 | 0.0% | 0.0% | 306 | -696 | -37.54% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | No change | 1,109 | 40 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,098 | 39 | 0.0% | 0.0% | 308 | +976 | 800.0% | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,034 | 37 | 0.0% | 0.0% | 309 | -26 | -2.45% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 818 | 29 | 0.0% | 0.0% | 310 | +31 | 3.94% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 770 | 28 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Scarborough Advisors, LLC | History | Added to | 751 | 27 | 0.0% | 0.0% | 313 | +19 | 2.6% | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | No change | 763 | 27 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Reduced | 700 | 25 | 0.01% | 0.01% | 314 | -150 | -17.65% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 681 | 24 | 0.0% | 0.0% | 317 | -1,125 | -62.29% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | New | 680 | 24 | 0.0% | — | 318 | +680 | New | Q1 2026 | Apr 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 673 | 24 | 0.0% | 0.0% | 315 | +500 | 289.02% | Q1 2026 | Apr 13, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 668 | 24 | 0.0% | 0.0% | 316 | +74 | 12.46% | Q1 2026 | Apr 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 633 | 23 | 0.0% | 0.0% | 320 | +512 | 423.14% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Added to | 645 | 23 | 0.0% | 0.0% | 319 | +354 | 121.65% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 630 | 22 | 0.0% | 0.0% | 321 | -8 | -1.25% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 556 | 20 | 0.0% | 0.0% | 322 | +142 | 34.3% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | New | 505 | 18 | 0.0% | — | 324 | +505 | New | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | Reduced | 508 | 18 | 0.01% | 0.01% | 323 | -12 | -2.31% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 440 | 16 | 0.0% | 0.0% | 325 | -110 | -20.0% | Q1 2026 | May 06, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 450 | 16 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 413 | 15 | 0.0% | 0.01% | 327 | -801 | -65.98% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 407 | 14 | 0.0% | — | 329 | +407 | New | Q1 2026 | Apr 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 395 | 14 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| SageView Advisory Group, LLC | History | No change | 334 | 13 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Reduced | 355 | 12 | 0.0% | 0.0% | 331 | -321 | -47.49% | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | Reduced | 315 | 11 | 0.01% | 0.01% | 332 | -306 | -49.28% | Q1 2026 | May 05, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 300 | 10 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Core Alternative Capital | History | No change | 300 | 10 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 265 | 9 | 0.0% | — | 336 | +265 | New | Q1 2026 | May 08, 2026 |
| Aspect Partners, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| LRI Investments, LLC | History | Added to | 235 | 8 | 0.0% | 0.0% | 339 | +24 | 11.37% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 238 | 8 | 0.0% | 0.0% | 338 | +7 | 3.03% | Q1 2026 | May 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 226 | 8 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kilter Group LLC | History | New | 195 | 7 | 0.0% | — | 341 | +195 | New | Q1 2026 | May 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 200 | 7 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Marquette Asset Management, LLC | History | New | 166 | 6 | 0.0% | — | 344 | +166 | New | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 186 | 6 | 0.0% | 0.0% | 342 | +36 | 24.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | No change | 177 | 6 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 138 | 5 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 120 | 4 | 0.0% | — | 347 | +98 | 445.45% | Q1 2026 | May 06, 2026 |
| Bare Financial Services, Inc | History | Reduced | 125 | 4 | 0.0% | 0.0% | 352 | -88 | -41.31% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 129 | 4 | 0.0% | 0.0% | 348 | -71 | -35.5% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 112 | 4 | 0.0% | 0.0% | 346 | +25 | 28.74% | Q1 2026 | May 07, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 137 | 4 | 0.0% | 0.0% | 350 | +14 | 11.38% | Q1 2026 | Apr 17, 2026 |
| Fortitude Family Office, LLC | History | Added to | 123 | 4 | 0.0% | 0.0% | 351 | +1 | 0.82% | Q1 2026 | Apr 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 137 | 4 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 100 | 3 | 0.0% | 0.0% | 353 | -6 | -5.66% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | Added to | 85 | 3 | 0.0% | 0.0% | 354 | +2 | 2.41% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 57 | 2 | 0.0% | — | 359 | +57 | New | Q1 2026 | Apr 24, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 71 | 2 | 0.0% | 0.0% | 357 | +17 | 31.48% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Added to | 59 | 2 | 0.0% | 0.0% | 355 | +16 | 37.21% | Q1 2026 | Apr 29, 2026 |
| Essential Partners LLC | History | Reduced | 75 | 2 | 0.0% | 0.0% | 358 | -13 | -14.77% | Q1 2026 | May 21, 2026 |
| Ares Financial Consulting, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Wall Street Financial Group, Inc. | History | New | 45 | 1 | 0.0% | — | 368 | +45 | New | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | New | 30 | 1 | 0.0% | — | 367 | +30 | New | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 364 | -14 | -31.11% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 30 | 1 | 0.0% | — | 366 | +10 | 50.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 363 | -2 | -5.88% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Added to | 42 | 1 | 0.0% | 0.0% | 365 | +1 | 2.44% | Q1 2026 | May 01, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 38 | 1 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 45 | 1 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -55,349 | -100.0% | Q1 2026 | May 14, 2026 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -36,943 | -100.0% | Q1 2026 | May 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -35,528 | -100.0% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,844 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -25,129 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,411 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,564 | -100.0% | Q1 2026 | May 15, 2026 |
| Drucker Wealth 3.0, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -14,146 | -100.0% | Q1 2026 | Apr 23, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -11,800 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -10,233 | -100.0% | Q1 2026 | May 12, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,135 | -100.0% | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,042 | -100.0% | Q1 2026 | May 12, 2026 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,029 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -7,370 | -100.0% | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,130 | -100.0% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,820 | -100.0% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,520 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,322 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,310 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,251 | -100.0% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,144 | -100.0% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -4,815 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -3,948 | -100.0% | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,890 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,241 | -100.0% | Q1 2026 | May 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -910 | -100.0% | Q1 2026 | May 11, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -790 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -678 | -100.0% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 8 | 0 | — | 0.0% | — | -586 | -98.65% | Q1 2026 | May 05, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -425 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | May 05, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -76 | -93.83% | Q1 2026 | Apr 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -57 | -91.94% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 04, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 28, 2026 |
| JPL Wealth Management, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 08, 2026 |
| Breakwater Investment Management | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Jun 02, 2026 |
| American Capital Advisory, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 29, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 8 | 0 | — | — | — | -7 | -46.67% | Q1 2026 | May 13, 2026 |
| Arlington Trust Co LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 14 | 0 | — | — | — | -5 | -26.32% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 8 | 0 | — | — | — | +3 | 60.0% | Q1 2026 | Apr 23, 2026 |
| GHP Investment Advisors, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 01, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ORG Partners LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |