Applied Digital Corp. - APLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| REX Advisers, LLC | History | New | 149,000 | 736,358 | 2.22% | — | 1 | +149,000 | New | Q1 2026 | Apr 16, 2026 |
| VANGUARD GROUP INC | History | No change | 24,168,082 | 592,601 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hood River Capital Management LLC | History | Added to | 23,075,612 | 547,815 | 5.49% | 5.92% | 3 | +1,038,181 | 4.71% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 20,896,101 | 496,073 | 0.01% | 0.01% | 4 | +55,899 | 0.27% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 14,807,795 | 351,537 | 0.02% | — | 5 | +14,807,795 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,823,637 | 328,173 | 0.04% | 0.05% | 6 | +1,240,737 | 9.86% | Q1 2026 | May 12, 2026 |
| Situational Awareness Partners LP | History | New | 13,478,438 | 319,978 | 2.34% | — | 8 | +13,478,438 | New | Q1 2026 | May 15, 2026 |
| Situational Awareness LP | History | Added to | 13,478,438 | 319,978 | 2.34% | 5.04% | 7 | +2,139,378 | 18.87% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 10,775,681 | 255,814 | 0.01% | — | 9 | +10,775,681 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,685,144 | 253,665 | 0.03% | 0.04% | 10 | -2,084,048 | -16.32% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,251,949 | 195,901 | 0.03% | 0.04% | 11 | -2,684,221 | -24.54% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,004,366 | 190,023 | 0.02% | 0.0% | 12 | +6,542,704 | 447.62% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 7,808,919 | 185,383 | 0.49% | 0.26% | 13 | -148,466 | -1.87% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 6,986,587 | 165,861 | 0.02% | 0.02% | 14 | +745,847 | 11.95% | Q1 2026 | May 05, 2026 |
| PEAK6 LLC | History | Reduced | 6,981,800 | 165,747 | 0.39% | 0.39% | 15 | -1,460,000 | -17.29% | Q1 2026 | May 13, 2026 |
| Value Aligned Research Advisors, LLC | History | Added to | 6,932,511 | 164,577 | 0.79% | 1.39% | 16 | +1,288,961 | 22.84% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 6,411,459 | 152,234 | 0.01% | 0.01% | 17 | +125,639 | 2.0% | Q1 2026 | May 15, 2026 |
| DBA TRADING, LLC | History | Added to | 5,576,235 | 132,379 | 65.75% | 2.71% | 18 | +5,404,535 | 3147.66% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 5,568,528 | 132,196 | 0.0% | 0.0% | 19 | +137,884 | 2.54% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 5,291,941 | 125,630 | 0.08% | 0.15% | 20 | -5,788,909 | -52.24% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,434,056 | 81,524 | 0.04% | 0.01% | 21 | +2,620,950 | 322.34% | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Reduced | 3,385,062 | 80,361 | 0.51% | 0.6% | 22 | -519,697 | -13.31% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,262,512 | 77,452 | 0.01% | 0.01% | 23 | -545,769 | -14.33% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,998,984 | 71,195 | 0.1% | 0.15% | 24 | -1,014,963 | -25.29% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,903,139 | 68,920 | 0.0% | 0.01% | 25 | -657,875 | -18.47% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 2,638,853 | 62,646 | 0.02% | 0.01% | 26 | +917,178 | 53.27% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 2,286,397 | 54,279 | 0.02% | 0.02% | 27 | -6,103 | -0.27% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,162,278 | 51,332 | 0.01% | 0.01% | 28 | -37,932 | -1.72% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 2,161,705 | 51,319 | 0.04% | 0.02% | 29 | +1,352,640 | 167.19% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,119,543 | 50,317 | 0.01% | 0.01% | 30 | +60,488 | 2.94% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 2,041,400 | 48,462 | 0.08% | 0.06% | 31 | +401,600 | 24.49% | Q1 2026 | May 08, 2026 |
| Oasis Management Co Ltd. | History | Added to | 2,032,817 | 48,259 | 2.81% | 1.96% | 32 | +800,000 | 64.89% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,818,589 | 43,173 | 0.03% | 0.03% | 33 | +132,396 | 7.85% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,773,946 | 42,113 | 0.08% | 0.11% | 34 | -788,654 | -30.78% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,686,116 | 40,028 | 0.01% | — | 35 | +1,686,116 | New | Q1 2026 | May 08, 2026 |
| 272 Capital LP | History | No change | 1,631,453 | 40,003 | 100.0% | 100.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,592,602 | 37,808 | 0.03% | 0.01% | 37 | +1,275,484 | 402.21% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,731,859 | 35,581 | 0.0% | 0.0% | 38 | +522,558 | 43.21% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 1,414,711 | 33,585 | 0.03% | 0.03% | 39 | +221,368 | 18.55% | Q1 2026 | May 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,228,625 | 29,167 | 0.01% | 0.0% | 40 | +598,046 | 94.84% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,240,239 | 28,376 | 0.01% | 0.02% | 41 | +72,460 | 6.2% | Q1 2026 | Apr 30, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 1,175,642 | 27,910 | 0.09% | 0.08% | 42 | +148,549 | 14.46% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 1,145,940 | 27,204 | 0.01% | 0.0% | 43 | +728,631 | 174.6% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,093,701 | 25,964 | 0.02% | 0.02% | 44 | +271,618 | 33.04% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,059,833 | 25,160 | 0.01% | 0.01% | 45 | +187,164 | 21.45% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 924,689 | 21,952 | 0.05% | 0.0% | 46 | +903,375 | 4238.41% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 681,300 | 21,338 | 0.06% | 0.04% | 47 | -51,800 | -7.07% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 852,435 | 20,238 | 0.0% | 0.0% | 48 | +391,309 | 84.86% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 827,235 | 19,638 | 0.01% | 0.02% | 49 | -635,834 | -43.46% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 799,764 | 18,986 | 0.0% | 0.0% | 50 | -19,468 | -2.38% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 785,152 | 18,637 | 0.01% | 0.0% | 51 | +597,548 | 318.52% | Q1 2026 | May 18, 2026 |
| Covalis Capital LLP | History | New | 738,143 | 17,523 | 1.08% | — | 52 | +738,143 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 695,200 | 16,504 | 0.02% | 0.02% | 53 | -178,815 | -20.46% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 660,481 | 15,679 | 0.21% | 0.18% | 54 | +70,581 | 11.96% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 656,588 | 15,587 | 0.0% | 0.0% | 55 | +70,459 | 12.02% | Q1 2026 | May 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 646,051 | 15,337 | 0.02% | 0.02% | 56 | +75,964 | 13.32% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 643,817 | 15,284 | 0.02% | — | 57 | +643,817 | New | Q1 2026 | May 15, 2026 |
| PLUSTICK MANAGEMENT LLC | History | Reduced | 640,000 | 15,193 | 7.34% | 10.85% | 58 | -360,000 | -36.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 615,051 | 14,601 | 0.0% | 0.0% | 59 | +258,650 | 72.57% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Reduced | 606,000 | 14,386 | 0.08% | 0.16% | 60 | -334,000 | -35.53% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 596,266 | 14,155 | 0.0% | 0.0% | 61 | +47,596 | 8.67% | Q1 2026 | Apr 30, 2026 |
| Shay Capital LLC | History | Added to | 593,500 | 14,089 | 1.18% | 0.05% | 62 | +574,975 | 3103.78% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 580,732 | 13,786 | 0.02% | 0.02% | 63 | +186,559 | 47.33% | Q1 2026 | May 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 580,718 | 13,786 | 0.12% | 0.14% | 64 | -60,434 | -9.43% | Q1 2026 | May 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 542,092 | 12,869 | 0.05% | 0.11% | 65 | -492,305 | -47.59% | Q1 2026 | May 11, 2026 |
| CLEARFIELD CAPITAL MANAGEMENT LP | History | No change | 514,379 | 12,211 | 6.5% | 5.66% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 502,685 | 11,933 | 1.58% | 1.62% | 67 | +7,647 | 1.54% | Q1 2026 | Apr 27, 2026 |
| Swiss National Bank | History | Added to | 498,000 | 11,822 | 0.01% | 0.01% | 68 | +1,600 | 0.32% | Q1 2026 | May 07, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 470,400 | 11,167 | 0.05% | 0.02% | 69 | +126,700 | 36.86% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | New | 459,504 | 10,908 | 0.07% | — | 70 | +459,504 | New | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 438,032 | 10,398 | 0.0% | 0.0% | 71 | +101,946 | 30.33% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 437,947 | 10,396 | 0.0% | 0.0% | 72 | -2,228 | -0.51% | Q1 2026 | May 13, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Reduced | 431,900 | 10,253 | 0.74% | 1.36% | 73 | -365,337 | -45.83% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 417,160 | 9,903 | 0.0% | 0.0% | 74 | +56,512 | 15.67% | Q1 2026 | May 14, 2026 |
| TFR Capital, LLC. | History | Added to | 372,960 | 9,496 | 2.91% | 0.58% | 75 | +301,954 | 425.25% | Q1 2026 | May 04, 2026 |
| BIT Capital GmbH | History | Reduced | 396,082 | 9,402 | 0.45% | 0.38% | 76 | -30,038 | -7.05% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 334,480 | 7,940 | 0.01% | 0.0% | 77 | +243,480 | 267.56% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 304,700 | 7,471 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 312,478 | 7,418 | 0.11% | 0.07% | 79 | +140,338 | 81.53% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Added to | 308,553 | 7,325 | 0.3% | 0.11% | 80 | +192,600 | 166.1% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 307,510 | 7,300 | 0.11% | 0.13% | 81 | +2,063 | 0.68% | Q1 2026 | May 04, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 302,055 | 7,170 | 0.45% | 0.19% | 82 | +187,857 | 164.5% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 292,379 | 6,941 | 0.01% | 0.01% | 83 | -132,308 | -31.15% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 291,305 | 6,915 | 0.01% | 0.01% | 84 | +53,208 | 22.35% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 290,325 | 6,892 | 0.01% | 0.01% | 85 | -7,943 | -2.66% | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Reduced | 265,465 | 6,302 | 0.03% | 0.03% | 86 | -101,448 | -27.65% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 249,913 | 6,127 | 0.0% | 0.0% | 87 | +284 | 0.11% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Added to | 255,741 | 6,071 | 0.13% | 0.04% | 88 | +181,951 | 246.58% | Q1 2026 | May 15, 2026 |
| Gillson Capital LP | History | Added to | 254,897 | 6,051 | 0.5% | 0.16% | 89 | +154,097 | 152.87% | Q1 2026 | May 15, 2026 |
| Spear Advisors LLC | History | Reduced | 251,886 | 5,979 | 4.45% | 5.04% | 90 | -41,370 | -14.11% | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 246,668 | 5,855 | 0.16% | 0.12% | 91 | +27,594 | 12.6% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 240,854 | 5,717 | 0.12% | 0.12% | 92 | +5,432 | 2.31% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 238,450 | 5,660 | 0.01% | 0.01% | 93 | +56,183 | 30.82% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 237,715 | 5,643 | 0.01% | 0.0% | 94 | +196,299 | 473.97% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 237,438 | 5,636 | 0.0% | 0.0% | 95 | -53,877 | -18.49% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 233,321 | 5,539 | 0.0% | 0.0% | 96 | -144,811 | -38.3% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 226,952 | 5,387 | 0.0% | 0.0% | 97 | -22,785 | -9.12% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 225,560 | 5,354 | 0.0% | — | 98 | +225,560 | New | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 214,421 | 5,090 | 0.0% | 0.0% | 99 | -85,233 | -28.44% | Q1 2026 | May 06, 2026 |
| Blackstone Inc. | History | Added to | 211,110 | 5,011 | 0.02% | 0.01% | 100 | +112,432 | 113.94% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 203,052 | 4,820 | 0.0% | 0.0% | 101 | +192,026 | 1741.57% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 201,563 | 4,785 | 0.06% | 0.18% | 102 | -295,257 | -59.43% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 199,607 | 4,738 | 0.0% | 0.0% | 103 | -41,360 | -17.16% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 189,061 | 4,488 | 0.02% | 0.02% | 104 | -9,761 | -4.91% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 185,019 | 4,392 | 0.0% | 0.01% | 105 | -17,643 | -8.71% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 180,587 | 4,287 | 0.0% | 0.0% | 106 | +2,022 | 1.13% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 180,057 | 4,274 | 0.01% | 0.0% | 107 | +120,077 | 200.2% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 179,213 | 4,254 | 0.01% | 0.0% | 108 | +46,315 | 34.85% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 174,268 | 4,137 | 0.31% | 0.28% | 109 | -14,550 | -7.71% | Q1 2026 | May 20, 2026 |
| FINDELL CAPITAL MANAGEMENT LLC | History | New | 170,000 | 4,035 | 1.18% | — | 110 | +170,000 | New | Q1 2026 | May 15, 2026 |
| Alphadyne Asset Management LP | History | Added to | 161,084 | 3,824 | 0.07% | 0.03% | 111 | +112,008 | 228.23% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Reduced | 160,758 | 3,816 | 0.08% | 0.05% | 112 | -57,609 | -26.38% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 158,073 | 3,752 | 0.19% | 0.25% | 113 | -41,000 | -20.6% | Q1 2026 | May 04, 2026 |
| Tactive Advisors, LLC | History | Reduced | 151,517 | 3,597 | 1.01% | 1.26% | 114 | -24,325 | -13.83% | Q1 2026 | Apr 16, 2026 |
| Harvey Partners, LLC | History | Reduced | 150,000 | 3,561 | 0.28% | 0.54% | 115 | -100,000 | -40.0% | Q1 2026 | May 15, 2026 |
| Cannon Capital Management, Inc. | History | Added to | 149,809 | 3,556 | 2.89% | 3.2% | 116 | +1,546 | 1.04% | Q1 2026 | May 07, 2026 |
| AGP FRANKLIN, LLC | History | Added to | 143,922 | 3,416 | 1.71% | 1.58% | 117 | +6,155 | 4.47% | Q1 2026 | Apr 17, 2026 |
| Covalis (Gibraltar) Ltd | History | New | 141,088 | 3,349 | 14.86% | — | 118 | +141,088 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 139,532 | 3,312 | 0.02% | — | 119 | +139,532 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 139,389 | 3,309 | 0.0% | 0.0% | 120 | +40,103 | 40.39% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Added to | 139,068 | 3,301 | 0.08% | 0.07% | 121 | +396 | 0.29% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 133,660 | 3,175 | 0.0% | 0.0% | 122 | +44,678 | 50.21% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 130,094 | 3,088 | 0.02% | 0.02% | 123 | -1,128 | -0.86% | Q1 2026 | May 14, 2026 |
| Second Line Capital, LLC | History | New | 86,703 | 2,969 | 0.56% | — | 124 | +86,703 | New | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 123,419 | 2,929 | 0.0% | 0.0% | 125 | +7,357 | 6.34% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 119,766 | 2,843 | 0.03% | 0.03% | 126 | +9,478 | 8.59% | Q1 2026 | Apr 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 116,507 | 2,765 | 0.0% | 0.01% | 127 | +7,453 | 6.83% | Q1 2026 | May 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 114,000 | 2,706 | 0.33% | 0.36% | 128 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 110,926 | 2,633 | 0.0% | — | 129 | +110,926 | New | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 110,175 | 2,615 | 0.0% | 0.0% | 130 | +6,166 | 5.93% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 108,923 | 2,585 | 0.0% | 0.0% | 131 | -15,736 | -12.62% | Q1 2026 | May 14, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 107,204 | 2,545 | 0.54% | 0.8% | 132 | +250 | 0.23% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 105,071 | 2,494 | 0.01% | 0.01% | 133 | +9,371 | 9.79% | Q1 2026 | Apr 30, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 103,156 | 2,448 | 0.02% | 0.01% | 134 | +46,234 | 81.22% | Q1 2026 | May 14, 2026 |
| Alight Capital Management LP | History | Reduced | 100,000 | 2,374 | 0.57% | 0.94% | 135 | -50,000 | -33.33% | Q1 2026 | May 15, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 97,510 | 2,314 | 0.8% | 0.81% | 136 | +2,200 | 2.31% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 96,558 | 2,292 | 0.01% | 0.01% | 137 | +3,333 | 3.58% | Q1 2026 | Apr 24, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 95,500 | 2,267 | 0.06% | 0.06% | 138 | -4,500 | -4.5% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | New | 94,292 | 2,238 | 0.09% | — | 139 | +94,292 | New | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 88,635 | 2,104 | 0.01% | 0.01% | 140 | -5,798 | -6.14% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 85,974 | 2,041 | 0.0% | 0.0% | 141 | -25,352 | -22.77% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 85,270 | 2,024 | 0.02% | — | 142 | +85,270 | New | Q1 2026 | May 11, 2026 |
| Man Group plc | History | Reduced | 85,233 | 2,023 | 0.0% | 0.01% | 143 | -160,078 | -65.26% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 83,967 | 1,993 | 0.01% | 0.06% | 144 | -587,875 | -87.5% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 82,968 | 1,969 | 0.0% | — | 145 | +82,968 | New | Q1 2026 | May 07, 2026 |
| Informed Momentum Co LLC | History | New | 81,874 | 1,943 | 0.22% | — | 146 | +81,874 | New | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 81,636 | 1,938 | 0.0% | 0.0% | 147 | -49,603 | -37.8% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 81,367 | 1,931 | 0.0% | 0.0% | 148 | -3,207 | -3.79% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 80,090 | 1,901 | 0.0% | 0.0% | 149 | +2,007 | 2.57% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 79,181 | 1,879 | 0.01% | 0.0% | 150 | +37,668 | 90.74% | Q1 2026 | May 08, 2026 |
| Register Financial Advisors LLC | History | Reduced | 75,300 | 1,787 | 0.66% | 0.81% | 151 | -9,200 | -10.89% | Q1 2026 | Apr 15, 2026 |
| Krane Funds Advisors LLC | History | New | 68,074 | 1,702 | 0.07% | — | 152 | +68,074 | New | Q1 2026 | May 11, 2026 |
| Handelsbanken Fonder AB | History | Added to | 70,900 | 1,683 | 0.01% | 0.0% | 153 | +11,100 | 18.56% | Q1 2026 | Apr 28, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 70,000 | 1,661 | 0.32% | 0.37% | 154 | -43,500 | -38.33% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 69,423 | 1,648 | 0.02% | 0.02% | 155 | +13,961 | 25.17% | Q1 2026 | Apr 20, 2026 |
| Arizona State Retirement System | History | Reduced | 69,116 | 1,640 | 0.01% | 0.01% | 156 | -743 | -1.06% | Q1 2026 | May 01, 2026 |
| Scientech Research LLC | History | New | 68,813 | 1,633 | 1.36% | — | 157 | +68,813 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 68,480 | 1,626 | 0.0% | 0.0% | 158 | +35,108 | 105.2% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 65,317 | 1,565 | 0.01% | 0.0% | 159 | +51,352 | 367.72% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 76,718 | 1,551 | 0.1% | 0.09% | 160 | -2,494 | -3.15% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 65,000 | 1,543 | 0.0% | 0.01% | 161 | -259,474 | -79.97% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 63,909 | 1,517 | 0.01% | 0.01% | 163 | -140 | -0.22% | Q1 2026 | Apr 29, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 63,927 | 1,517 | 0.12% | 0.13% | 162 | +139 | 0.22% | Q1 2026 | Apr 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 63,155 | 1,499 | 0.01% | 0.02% | 164 | -11,944 | -15.9% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 62,712 | 1,488 | 0.0% | — | 165 | +62,712 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 62,283 | 1,478 | 0.0% | 0.0% | 166 | +9,753 | 18.57% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 59,679 | 1,463 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 60,518 | 1,436 | 0.14% | — | 168 | +60,518 | New | Q1 2026 | May 12, 2026 |
| SummitTX Capital, L.P. | History | Added to | 60,217 | 1,429 | 0.04% | 0.02% | 169 | +30,220 | 100.74% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | New | 59,136 | 1,403 | 0.0% | — | 170 | +59,136 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 55,020 | 1,347 | 0.09% | 0.1% | 171 | -2,500 | -4.35% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 56,686 | 1,345 | 0.02% | 0.0% | 172 | +47,642 | 526.78% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 56,681 | 1,345 | 0.0% | 0.0% | 173 | +1,698 | 3.09% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 55,400 | 1,315 | 0.01% | 0.01% | 174 | +1,700 | 3.17% | Q1 2026 | Apr 29, 2026 |
| MRA Advisory Group | History | Reduced | 53,491 | 1,269 | 0.52% | 0.56% | 175 | -763 | -1.41% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 52,002 | 1,234 | 0.03% | 0.01% | 176 | +39,964 | 331.98% | Q1 2026 | May 15, 2026 |
| Bannerstone Capital Management, LLC | History | New | 51,692 | 1,227 | 1.14% | — | 177 | +51,692 | New | Q1 2026 | May 11, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 51,359 | 1,219 | 0.49% | 0.46% | 178 | -41 | -0.08% | Q1 2026 | Apr 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 50,784 | 1,205 | 0.0% | 0.0% | 179 | +15,784 | 45.1% | Q1 2026 | May 08, 2026 |
| CHELSEA COUNSEL CO | History | No change | 48,575 | 1,191 | 0.51% | 0.51% | 180 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ratan Capital Management LP | History | New | 50,000 | 1,187 | 0.44% | — | 181 | +50,000 | New | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 49,708 | 1,180 | 0.01% | 0.02% | 182 | -2,648 | -5.06% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 48,963 | 1,162 | 0.01% | 0.01% | 183 | +19,980 | 68.94% | Q1 2026 | May 04, 2026 |
| Nicholas Investment Partners, LP | History | Reduced | 46,530 | 1,104 | 0.08% | 0.18% | 184 | -55,863 | -54.56% | Q1 2026 | May 15, 2026 |
| Feynman Point Asset Management LLC | History | Reduced | 46,433 | 1,102 | 1.36% | 1.77% | 185 | -5,427 | -10.46% | Q1 2026 | May 15, 2026 |
| Defiance ETFs, LLC | History | New | 45,906 | 1,089 | 0.02% | — | 186 | +45,906 | New | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | New | 45,858 | 1,088 | 0.03% | — | 187 | +45,858 | New | Q1 2026 | May 04, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 45,476 | 1,079 | 0.06% | 0.03% | 188 | +21,108 | 86.62% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 44,414 | 1,054 | 0.0% | 0.0% | 189 | +5,176 | 13.19% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | New | 42,981 | 1,020 | 0.01% | — | 190 | +42,981 | New | Q1 2026 | May 11, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 42,574 | 1,010 | 0.0% | 0.0% | 191 | -1,788 | -4.03% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 42,492 | 1,008 | 0.0% | 0.0% | 192 | +9,829 | 30.09% | Q1 2026 | May 08, 2026 |
| Balboa Wealth Partners | History | Added to | 42,186 | 1,001 | 0.17% | 0.14% | 193 | +6,636 | 18.67% | Q1 2026 | Apr 16, 2026 |
| NFSG Corp | History | Added to | 42,042 | 998 | 0.16% | 0.01% | 194 | +38,242 | 1006.37% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 42,034 | 997 | 0.01% | 0.01% | 195 | +20,702 | 97.05% | Q1 2026 | Apr 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 41,802 | 992 | 0.0% | 0.0% | 196 | -7,984 | -16.04% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 41,780 | 991 | 0.0% | 0.0% | 197 | +627 | 1.52% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 41,542 | 986 | 0.0% | 0.0% | 198 | +4,638 | 12.57% | Q1 2026 | May 05, 2026 |
| CastleKnight Management LP | History | Reduced | 40,900 | 970 | 0.02% | 0.06% | 199 | -70,400 | -63.25% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Added to | 38,500 | 913 | 0.04% | 0.04% | 200 | +4,500 | 13.24% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 38,355 | 910 | 0.0% | — | 201 | +38,355 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 36,664 | 870 | 0.0% | 0.0% | 202 | +24,290 | 196.3% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 28,125 | 866 | 0.05% | 0.06% | 203 | -11,430 | -28.9% | Q1 2026 | Apr 20, 2026 |
| ProShare Advisors LLC | History | Reduced | 35,096 | 833 | 0.0% | 0.0% | 204 | -8,982 | -20.38% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | Added to | 34,000 | 807 | 0.06% | 0.05% | 205 | +5,000 | 17.24% | Q1 2026 | Apr 28, 2026 |
| Morse Asset Management, Inc | History | Added to | 33,760 | 801 | 0.17% | 0.16% | 206 | +565 | 1.7% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 33,210 | 788 | 0.04% | 0.08% | 207 | -37,850 | -53.26% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,870 | 780 | 0.0% | 0.0% | 208 | +827 | 2.58% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | New | 32,824 | 779 | 0.02% | — | 209 | +32,824 | New | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 32,298 | 766 | 0.01% | — | 210 | +32,298 | New | Q1 2026 | May 04, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 32,174 | 763 | 0.03% | — | 211 | +32,174 | New | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 32,059 | 761 | 0.01% | 0.01% | 212 | +1,589 | 5.21% | Q1 2026 | May 08, 2026 |
| Harvest Investment Services, LLC | History | New | 31,505 | 747 | 0.14% | — | 213 | +31,505 | New | Q1 2026 | May 14, 2026 |
| Amundi | History | Added to | 31,327 | 743 | 0.0% | 0.0% | 214 | +11,968 | 61.82% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 31,115 | 738 | 0.04% | 0.04% | 215 | +3,277 | 11.77% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,729 | 729 | 0.0% | 0.0% | 216 | +6,937 | 29.16% | Q1 2026 | May 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 30,657 | 728 | 0.05% | 0.02% | 218 | +19,467 | 173.97% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Reduced | 30,700 | 728 | 0.0% | 0.0% | 217 | -2,700 | -8.08% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 30,425 | 722 | 0.01% | 0.01% | 219 | -209 | -0.68% | Q1 2026 | May 15, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 30,350 | 720 | 0.6% | 0.59% | 220 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FWG Holdings, LLC | History | No change | 27,695 | 697 | 0.26% | 0.41% | 221 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 28,433 | 674 | 0.0% | 0.0% | 222 | +874 | 3.17% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 28,375 | 673 | 0.02% | 0.02% | 223 | -2,000 | -6.58% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 26,931 | 639 | 0.0% | 0.0% | 224 | +2,759 | 11.41% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 26,700 | 633 | 0.0% | 0.01% | 225 | -276,240 | -91.19% | Q1 2026 | May 14, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 26,636 | 632 | 0.53% | 0.53% | 226 | -3,210 | -10.76% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 26,200 | 621 | 0.02% | 0.02% | 227 | -3,000 | -10.27% | Q1 2026 | May 15, 2026 |
| McGuire Investment Group, LLC | History | Added to | 25,900 | 614 | 0.07% | 0.06% | 228 | +3,163 | 13.91% | Q1 2026 | Apr 28, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 25,510 | 605 | 0.24% | 0.2% | 229 | +5,447 | 27.15% | Q1 2026 | Apr 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 25,279 | 600 | 0.02% | 0.02% | 230 | +2,575 | 11.34% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | New | 25,169 | 597 | 0.01% | — | 231 | +25,169 | New | Q1 2026 | Apr 27, 2026 |
| Oxinas Partners, LLC | History | Reduced | 24,965 | 592 | 0.27% | 0.32% | 232 | -2,100 | -7.76% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 24,474 | 581 | 0.0% | 0.0% | 233 | -1,656 | -6.34% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 24,025 | 570 | 0.02% | 0.02% | 234 | -5,477 | -18.56% | Q1 2026 | Apr 27, 2026 |
| Dockside LLC | History | New | 23,823 | 565 | 0.14% | — | 235 | +23,823 | New | Q1 2026 | May 08, 2026 |
| Fieldview Capital Management, LLC | History | New | 23,490 | 557 | 0.16% | — | 236 | +23,490 | New | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 22,377 | 531 | 0.0% | 0.0% | 237 | +3,816 | 20.56% | Q1 2026 | May 13, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 22,150 | 526 | 0.05% | 0.07% | 238 | -7,200 | -24.53% | Q1 2026 | May 07, 2026 |
| Qsemble Capital Management, LP | History | New | 22,060 | 523 | 0.04% | — | 239 | +22,060 | New | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 22,017 | 522 | 0.01% | 0.01% | 240 | +762 | 3.59% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 21,796 | 517 | 0.01% | 0.0% | 241 | +8,830 | 68.1% | Q1 2026 | May 14, 2026 |
| Crumly & Associates Inc. | History | No change | 21,270 | 504 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sculptor Capital LP | History | No change | 21,000 | 498 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,843 | 494 | 0.0% | 0.0% | 244 | -5,272 | -20.19% | Q1 2026 | May 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 20,657 | 490 | 0.02% | — | 245 | +20,657 | New | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Reduced | 20,359 | 483 | 0.01% | 0.02% | 246 | -17,524 | -46.26% | Q1 2026 | May 15, 2026 |
| Genesis Financial Group, LLC | History | No change | 20,300 | 481 | 0.3% | 0.29% | 247 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Ascentis Independent Advisors | History | Added to | 20,154 | 478 | 0.04% | 0.04% | 248 | +11,065 | 121.74% | Q1 2026 | Apr 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 20,082 | 477 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 19,724 | 468 | 0.01% | 0.01% | 250 | +3,763 | 23.58% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 19,692 | 467 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 18,697 | 457 | 0.02% | 0.02% | 252 | +1,028 | 5.82% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,189 | 420 | 0.0% | 0.0% | 253 | +1,366 | 8.63% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 13,682 | 411 | 0.01% | 0.01% | 254 | +4,659 | 51.63% | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 17,163 | 407 | 0.0% | 0.0% | 255 | +14,094 | 459.24% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 17,027 | 404 | 0.0% | 0.0% | 256 | +6,751 | 65.7% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,816 | 399 | 0.02% | 0.02% | 257 | +1,716 | 11.36% | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 15,735 | 385 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 16,124 | 382 | 0.0% | 0.02% | 259 | -234,278 | -93.56% | Q1 2026 | May 15, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 15,600 | 382 | 0.13% | 0.13% | 260 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 15,973 | 379 | 0.0% | 0.0% | 261 | +3,968 | 33.05% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 15,730 | 373 | 0.0% | — | 263 | +15,730 | New | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 15,750 | 373 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 15,614 | 370 | 0.0% | 0.01% | 264 | -6,237 | -28.54% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 15,521 | 368 | 0.0% | 0.0% | 265 | +2,400 | 18.29% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 15,205 | 360 | 0.0% | 0.0% | 266 | -1,654 | -9.81% | Q1 2026 | May 08, 2026 |
| Patten Group, Inc. | History | New | 15,157 | 359 | 0.06% | — | 267 | +15,157 | New | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | New | 15,142 | 359 | 0.01% | — | 268 | +15,142 | New | Q1 2026 | Apr 22, 2026 |
| Benin Management CORP | History | New | 14,600 | 346 | 0.08% | — | 269 | +14,600 | New | Q1 2026 | Apr 10, 2026 |
| SLT Holdings LLC | History | Reduced | 14,500 | 344 | 0.23% | 0.33% | 271 | -6,500 | -30.95% | Q1 2026 | Apr 21, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 14,500 | 344 | 0.0% | 0.01% | 270 | -5,272 | -26.66% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 14,280 | 339 | 0.01% | 0.02% | 272 | +300 | 2.15% | Q1 2026 | Apr 28, 2026 |
| Abel Hall, LLC | History | Reduced | 14,199 | 337 | 0.07% | 0.08% | 273 | -537 | -3.64% | Q1 2026 | Apr 28, 2026 |
| Millington Financial Advisors, LLC | History | No change | 10,000 | 336 | 0.14% | 0.15% | 274 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 14,140 | 335 | 0.04% | 0.05% | 275 | -3,020 | -17.6% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 13,990 | 332 | 0.0% | 0.0% | 276 | -233 | -1.64% | Q1 2026 | May 06, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,981 | 331 | 0.0% | — | 277 | +13,981 | New | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,383 | 317 | 0.0% | 0.0% | 278 | +3,111 | 30.29% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | New | 13,350 | 316 | 0.0% | — | 279 | +13,350 | New | Q1 2026 | May 05, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 13,165 | 312 | 0.22% | 0.27% | 280 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Omega Financial Group, LLC | History | No change | 13,034 | 309 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,737 | 302 | 0.0% | 0.0% | 282 | -42,074 | -76.76% | Q1 2026 | May 04, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,732 | 302 | 0.01% | 0.02% | 283 | -3,545 | -21.78% | Q1 2026 | May 13, 2026 |
| Mann Financial Group, Inc. | History | Added to | 12,640 | 300 | 0.28% | 0.22% | 284 | +3,500 | 38.29% | Q1 2026 | Apr 24, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | New | 12,595 | 299 | 0.16% | — | 285 | +12,595 | New | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,533 | 297 | 0.0% | — | 286 | +12,533 | New | Q1 2026 | May 15, 2026 |
| Meadowbrook Wealth Management, LLC | History | New | 12,533 | 297 | 0.39% | — | 287 | +12,533 | New | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,765 | 288 | 0.0% | 0.0% | 288 | -1,291 | -9.89% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,061 | 286 | 0.0% | 0.0% | 289 | -2,503 | -17.19% | Q1 2026 | May 08, 2026 |
| DnB Asset Management AS | History | New | 11,952 | 283 | 0.0% | — | 291 | +11,952 | New | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 11,930 | 283 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 11,891 | 282 | 0.01% | — | 292 | +11,891 | New | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 11,667 | 276 | 0.01% | 0.01% | 293 | -1,866 | -13.79% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,547 | 274 | 0.03% | — | 295 | +11,547 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 11,547 | 274 | 0.0% | 0.0% | 294 | +4,526 | 64.46% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Added to | 11,346 | 269 | 0.0% | 0.0% | 296 | +130 | 1.16% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,306 | 268 | 0.01% | 0.01% | 297 | +611 | 5.71% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | Added to | 11,276 | 267 | 0.05% | 0.02% | 298 | +7,800 | 224.4% | Q1 2026 | May 13, 2026 |
| FOCUSED ALPHA, LLC | History | New | 11,223 | 266 | 0.08% | — | 300 | +11,223 | New | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Added to | 11,218 | 266 | 0.0% | 0.0% | 299 | +987 | 9.65% | Q1 2026 | Apr 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,094 | 263 | 0.0% | 0.0% | 301 | -3,909 | -26.05% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | New | 10,500 | 249 | 0.03% | — | 302 | +10,500 | New | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 10,300 | 244 | 0.03% | — | 303 | +10,300 | New | Q1 2026 | May 06, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 10,195 | 242 | 0.11% | 0.13% | 304 | -1,730 | -14.51% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 10,164 | 241 | 0.0% | 0.0% | 305 | +889 | 9.58% | Q1 2026 | Apr 16, 2026 |
| SteelPeak Wealth, LLC | History | New | 10,121 | 240 | 0.01% | — | 306 | +10,121 | New | Q1 2026 | May 05, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 10,029 | 238 | 0.02% | 0.02% | 307 | +9 | 0.09% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Reduced | 14,580 | 237 | 0.02% | 0.33% | 308 | -92,289 | -86.36% | Q1 2026 | May 19, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 9,850 | 233 | 0.08% | 0.05% | 309 | +950 | 10.67% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 9,698 | 230 | 0.03% | 0.07% | 310 | -12,403 | -56.12% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,361 | 229 | 0.0% | 0.0% | 311 | +1,044 | 12.55% | Q1 2026 | Apr 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,592 | 227 | 0.01% | 0.01% | 312 | -1,253 | -11.55% | Q1 2026 | Apr 08, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 9,432 | 223 | 0.04% | 0.05% | 313 | +450 | 5.01% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Reduced | 9,390 | 222 | 0.01% | 0.01% | 314 | -4,251 | -31.16% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | Added to | 9,370 | 222 | 0.0% | 0.01% | 315 | +155 | 1.68% | Q1 2026 | May 12, 2026 |
| Heck Capital Advisors, LLC | History | New | 9,274 | 220 | 0.02% | — | 317 | +9,274 | New | Q1 2026 | Apr 16, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 9,282 | 220 | 0.08% | 0.1% | 316 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PCG Wealth Advisors, LLC | History | New | 9,200 | 218 | 0.06% | — | 318 | +9,200 | New | Q1 2026 | Apr 28, 2026 |
| Penserra Capital Management LLC | History | New | 9,105 | 216 | 0.0% | — | 319 | +9,105 | New | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,865 | 210 | 0.01% | 0.01% | 320 | -300 | -3.27% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 8,727 | 207 | 0.13% | — | 321 | +8,727 | New | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 8,700 | 206 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | New | 8,668 | 205 | 0.02% | — | 323 | +8,668 | New | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 8,492 | 201 | 0.0% | 0.0% | 324 | +203 | 2.45% | Q1 2026 | May 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 8,450 | 200 | 0.03% | 0.03% | 325 | -725 | -7.9% | Q1 2026 | Apr 13, 2026 |
| KBC Group NV | History | No change | 7,450 | 177 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 6,911 | 164 | 0.0% | 0.0% | 327 | +665 | 10.65% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,763 | 160 | 0.0% | 0.0% | 328 | -1,032 | -13.24% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 6,597 | 156 | 0.0% | — | 329 | +6,597 | New | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | No change | 6,558 | 155 | 0.21% | 0.18% | 330 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 6,385 | 151 | 0.0% | 0.0% | 331 | -358 | -5.31% | Q1 2026 | May 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 6,227 | 147 | 0.01% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elequin Capital, LP | History | Added to | 6,058 | 143 | 0.01% | 0.0% | 333 | +4,842 | 398.19% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,856 | 143 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | Added to | 6,000 | 142 | 0.02% | 0.0% | 335 | +5,000 | 500.0% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 5,853 | 138 | 0.0% | 0.0% | 336 | +808 | 16.02% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,199 | 123 | 0.0% | 0.0% | 337 | +1,110 | 27.15% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,845 | 118 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 5,000 | 118 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Itau Unibanco Holding S.A. | History | New | 4,856 | 115 | 0.0% | — | 340 | +4,856 | New | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 4,575 | 108 | 0.0% | 0.0% | 341 | +1,078 | 30.83% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4,482 | 106 | 0.01% | 0.01% | 342 | +1,117 | 33.19% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,461 | 105 | 0.01% | 0.0% | 343 | +3,038 | 213.49% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 4,271 | 101 | 0.0% | 0.0% | 344 | +946 | 28.45% | Q1 2026 | Apr 22, 2026 |
| VESTOR CAPITAL, LLC | History | New | 4,112 | 98 | 0.01% | — | 345 | +4,112 | New | Q1 2026 | May 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 3,940 | 93 | 0.0% | 0.0% | 346 | -66,264 | -94.39% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 3,665 | 87 | 0.0% | — | 347 | +3,665 | New | Q1 2026 | May 19, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,306 | 78 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,067 | 72 | 0.0% | 0.0% | 349 | -1,413 | -31.54% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,922 | 71 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,614 | 62 | 0.0% | 0.0% | 351 | +1,458 | 126.12% | Q1 2026 | May 07, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,563 | 60 | 0.02% | 0.02% | 352 | +583 | 29.44% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | New | 2,344 | 56 | 0.0% | — | 353 | +2,344 | New | Q1 2026 | Apr 06, 2026 |
| State of Wyoming | History | Reduced | 2,321 | 55 | 0.01% | 0.01% | 354 | -1,005 | -30.22% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 2,272 | 53 | 0.0% | 0.0% | 355 | -2,479 | -52.18% | Q1 2026 | May 14, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,230 | 52 | 0.01% | — | 357 | +2,230 | New | Q1 2026 | Apr 14, 2026 |
| Global Assets Advisory, LLC | History | New | 2,230 | 52 | 0.01% | — | 358 | +2,230 | New | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,309 | 52 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STANCE CAPITAL LLC | History | New | 2,157 | 51 | 0.02% | — | 359 | +2,157 | New | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 2,100 | 49 | 0.0% | 0.0% | 360 | +1,500 | 250.0% | Q1 2026 | May 15, 2026 |
| MRP Capital Investments, LLC | History | No change | 2,000 | 47 | 0.04% | 0.04% | 361 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | No change | 1,950 | 46 | 0.02% | 0.03% | 362 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,205 | 42 | 0.0% | 0.0% | 363 | +855 | 244.29% | Q1 2026 | May 06, 2026 |
| CrossGen Wealth, LLC | History | No change | 1,755 | 41 | 0.04% | 0.04% | 364 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 1,628 | 38 | 0.0% | 0.0% | 365 | +252 | 18.31% | Q1 2026 | Apr 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,600 | 37 | 0.02% | — | 367 | +1,600 | New | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,600 | 37 | 0.0% | 0.0% | 366 | -25 | -1.54% | Q1 2026 | Apr 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,542 | 36 | 0.0% | — | 369 | +1,542 | New | Q1 2026 | May 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 1,540 | 36 | 0.01% | — | 370 | +1,540 | New | Q1 2026 | Apr 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,537 | 36 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,436 | 34 | 0.0% | 0.0% | 371 | -16 | -1.1% | Q1 2026 | Apr 24, 2026 |
| NATIXIS | History | Reduced | 1,299 | 30 | 0.0% | 0.0% | 372 | -627 | -32.55% | Q1 2026 | May 14, 2026 |
| DAGCO, INC. | History | Reduced | 1,300 | 30 | 0.01% | 0.01% | 373 | -56 | -4.13% | Q1 2026 | Apr 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,262 | 29 | 0.02% | 0.03% | 374 | -438 | -25.76% | Q1 2026 | Apr 27, 2026 |
| Osbon Capital Management LLC | History | No change | 1,150 | 27 | 0.02% | 0.03% | 375 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 1,108 | 26 | 0.0% | 0.0% | 376 | +1,013 | 1066.32% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,116 | 26 | 0.0% | 0.0% | 377 | +140 | 14.34% | Q1 2026 | May 04, 2026 |
| Bayforest Capital Ltd | History | New | 1,074 | 25 | 0.03% | — | 379 | +1,074 | New | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,073 | 25 | 0.0% | 0.0% | 378 | +597 | 125.42% | Q1 2026 | Apr 07, 2026 |
| Rakuten Securities, Inc. | History | New | 1,000 | 23 | 0.01% | — | 385 | +1,000 | New | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | Added to | 1,006 | 23 | 0.01% | 0.0% | 383 | +600 | 147.78% | Q1 2026 | May 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,000 | 23 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,000 | 23 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 1,000 | 23 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McMillan Office, Inc. | History | No change | 1,000 | 23 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 855 | 20 | 0.0% | 0.0% | 386 | -55 | -6.04% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 803 | 19 | 0.0% | 0.0% | 387 | -4,117 | -83.68% | Q1 2026 | May 13, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 600 | 19 | 0.01% | 0.01% | 388 | +100 | 20.0% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 800 | 18 | 0.0% | 0.0% | 389 | +200 | 33.33% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | Reduced | 800 | 18 | 0.01% | 0.01% | 392 | -200 | -20.0% | Q1 2026 | Apr 02, 2026 |
| SHP Wealth Management | History | Added to | 800 | 18 | 0.0% | 0.0% | 390 | +150 | 23.08% | Q1 2026 | May 08, 2026 |
| Caitlin John, LLC | History | No change | 796 | 18 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 723 | 17 | 0.0% | — | 393 | +723 | New | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 665 | 16 | 0.01% | 0.02% | 395 | -588 | -46.93% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 673 | 16 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 632 | 15 | 0.0% | — | 398 | +632 | New | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 635 | 15 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 671 | 15 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 604 | 14 | 0.0% | 0.0% | 401 | +489 | 425.22% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Reduced | 619 | 14 | 0.0% | 0.0% | 400 | -323 | -34.29% | Q1 2026 | May 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 595 | 14 | 0.01% | 0.01% | 399 | +150 | 33.71% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 550 | 13 | 0.0% | 0.0% | 402 | -225 | -29.03% | Q1 2026 | Apr 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 577 | 13 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 500 | 11 | 0.01% | 0.02% | 406 | -300 | -37.5% | Q1 2026 | May 12, 2026 |
| HM PAYSON & CO | History | No change | 500 | 11 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Graney & King, LLC | History | No change | 492 | 11 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Root Financial Partners, LLC | History | Reduced | 458 | 10 | 0.0% | 0.0% | 407 | -1,776 | -79.5% | Q1 2026 | Apr 24, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 428 | 10 | 0.0% | — | 408 | +428 | New | Q1 2026 | Apr 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 395 | 9 | 0.0% | 0.0% | 410 | +85 | 27.42% | Q1 2026 | Apr 28, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 400 | 9 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ADIRONDACK TRUST CO | History | No change | 345 | 8 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 370 | 8 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 300 | 7 | 0.0% | 0.02% | 413 | -355 | -54.2% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 272 | 6 | 0.0% | 0.0% | 417 | -2,144 | -88.74% | Q1 2026 | Apr 07, 2026 |
| Nova Wealth Management, Inc. | History | New | 285 | 6 | 0.0% | — | 419 | +285 | New | Q1 2026 | Apr 14, 2026 |
| Security National Bank | History | New | 261 | 6 | 0.0% | — | 418 | +261 | New | Q1 2026 | Apr 16, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 264 | 6 | 0.0% | 0.0% | 416 | +5 | 1.93% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 285 | 6 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,066 | 5 | 0.0% | — | 426 | +1,066 | New | Q1 2026 | May 13, 2026 |
| Accent Capital Management, LLC | History | New | 245 | 5 | 0.0% | — | 425 | +245 | New | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 217 | 5 | 0.0% | — | 424 | +217 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 206 | 5 | 0.0% | 0.0% | 421 | +180 | 692.31% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 262 | 5 | 0.0% | 0.0% | 423 | -105 | -28.61% | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | Added to | 235 | 5 | 0.0% | 0.0% | 422 | +14 | 6.33% | Q1 2026 | Apr 02, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 232 | 5 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 202 | 4 | 0.0% | — | 433 | +202 | New | Q1 2026 | May 13, 2026 |
| Berbice Capital Management LLC | History | New | 200 | 4 | 0.0% | — | 431 | +200 | New | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 174 | 4 | 0.0% | — | 432 | +174 | New | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 194 | 4 | 0.0% | 0.0% | 427 | -129 | -39.94% | Q1 2026 | Apr 13, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 175 | 4 | 0.0% | 0.0% | 429 | +75 | 75.0% | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 181 | 4 | 0.0% | 0.0% | 430 | +14 | 8.38% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 187 | 4 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 150 | 3 | 0.0% | 0.0% | 435 | -200 | -57.14% | Q1 2026 | Apr 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 156 | 3 | 0.0% | — | 442 | +148 | 1850.0% | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | Added to | 148 | 3 | 0.0% | 0.0% | 434 | +16 | 12.12% | Q1 2026 | Apr 30, 2026 |
| EASTERN BANK | History | No change | 141 | 3 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 129 | 3 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 123 | 3 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 151 | 3 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 130 | 3 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LRI Investments, LLC | History | No change | 145 | 3 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 2 | 0.0% | 0.0% | 443 | -2,100 | -95.45% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 91 | 2 | 0.0% | 0.0% | 444 | -1,903 | -95.44% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 125 | 2 | 0.0% | — | 453 | +125 | New | Q1 2026 | May 15, 2026 |
| RHL GROUP, LLC | History | New | 100 | 2 | 0.0% | — | 452 | +100 | New | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 110 | 2 | 0.0% | 0.0% | 451 | +50 | 83.33% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 75 | 2 | 0.0% | 0.0% | 445 | +48 | 177.78% | Q1 2026 | Apr 16, 2026 |
| Triumph Capital Management | History | Added to | 124 | 2 | 0.0% | 0.0% | 447 | +22 | 21.57% | Q1 2026 | May 13, 2026 |
| Silicon Valley Capital Partners | History | No change | 110 | 2 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TSFG, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Raleigh Capital Management Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SWAN Capital LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 60 | 1 | 0.0% | — | 459 | +60 | New | Q1 2026 | May 01, 2026 |
| Leo H. Evart, Inc. | History | New | 60 | 1 | 0.0% | — | 461 | +60 | New | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 77 | 1 | 0.0% | 0.0% | 455 | -57 | -42.54% | Q1 2026 | Apr 23, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 50 | 1 | 0.0% | — | 460 | +50 | New | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | Added to | 83 | 1 | 0.0% | 0.0% | 457 | +19 | 29.69% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | No change | 50 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Fortitude Family Office, LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.25% | — | -1,015,481 | -100.0% | Q1 2026 | May 15, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 1.84% | — | -700,000 | -100.0% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -648,282 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.04% | — | -591,391 | -100.0% | Q1 2026 | May 11, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 1.38% | — | -580,000 | -100.0% | Q1 2026 | May 14, 2026 |
| BRC Group Holdings, Inc. | History | Closed out | 0 | 0 | — | 5.19% | — | -495,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Arosa Capital Management LP | History | Closed out | 0 | 0 | — | 1.39% | — | -450,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 2.12% | — | -353,030 | -100.0% | Q1 2026 | May 11, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -321,371 | -100.0% | Q1 2026 | May 15, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.04% | — | -207,428 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -201,508 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -121,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -101,895 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -88,336 | -100.0% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -83,134 | -100.0% | Q1 2026 | May 11, 2026 |
| Vennlight Capital Management, LP | History | Closed out | 0 | 0 | — | 1.97% | — | -76,037 | -100.0% | Q1 2026 | May 15, 2026 |
| Engle Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.57% | — | -59,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -59,771 | -100.0% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -59,522 | -100.0% | Q1 2026 | May 15, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -50,199 | -100.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Regal Partners Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -44,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Street Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,788 | -100.0% | Q1 2026 | May 15, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -25,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Redwood Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -23,823 | -100.0% | Q1 2026 | Apr 24, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -21,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,689 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -18,417 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,720 | -100.0% | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,682 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,229 | -100.0% | Q1 2026 | May 15, 2026 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -14,205 | -100.0% | Q1 2026 | Apr 21, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -13,403 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,608 | -100.0% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,325 | -100.0% | Q1 2026 | May 04, 2026 |
| Palogic Value Management, L.P. | History | Closed out | 0 | 0 | — | 0.1% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Skaana Management L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -10,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.57% | — | -9,849 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,643 | -100.0% | Q1 2026 | May 15, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -9,406 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,264 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,954 | -100.0% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,912 | -100.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,908 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,366 | -100.0% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,328 | -100.0% | Q1 2026 | Apr 30, 2026 |
| bLong Financial, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,300 | -100.0% | Q1 2026 | Apr 21, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,300 | -100.0% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,265 | -100.0% | Q1 2026 | Apr 22, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,216 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -7,472 | -100.0% | Q1 2026 | May 08, 2026 |
| RiverPark Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,793 | -100.0% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,206 | -100.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q1 2026 | May 04, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,112 | -100.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -897 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -650 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Reduced | 9 | 0 | — | 0.0% | — | -281 | -96.9% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -240 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 10, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 01, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | New | 42 | 0 | — | — | — | +42 | New | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Versant Capital Management, Inc | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | Apr 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 10 | 0 | — | — | — | -18 | -64.29% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | Reduced | 8 | 0 | — | — | — | -10 | -55.56% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 02, 2026 |
| COMERICA BANK | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Advocates LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |