APPIAN CORP - APPN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 6,095,904 | 215,916 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,161,559 | 100,335 | 0.01% | — | 2 | +4,161,559 | New | Q1 2026 | May 08, 2026 |
| RPD Fund Management LLC | History | New | 3,919,356 | 94,495 | 30.89% | — | 3 | +3,919,356 | New | Q1 2026 | May 15, 2026 |
| Fivespan Partners, LP | History | Added to | 3,510,907 | 84,647 | 22.43% | 13.35% | 4 | +2,135,907 | 155.34% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 3,226,087 | 77,780 | 0.0% | 0.0% | 5 | -49,019 | -1.5% | Q1 2026 | May 13, 2026 |
| Lead Edge Capital Management, LLC | History | Added to | 1,905,634 | 45,944 | 11.26% | 14.61% | 6 | +296,845 | 18.45% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,678,280 | 40,463 | 0.0% | — | 7 | +1,678,280 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,545,863 | 37,270 | 0.0% | 0.0% | 8 | +125,832 | 8.86% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,519,653 | 36,638 | 0.02% | 0.03% | 9 | +215,183 | 16.5% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,355,961 | 32,692 | 0.02% | 0.03% | 10 | +196,021 | 16.9% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,100,609 | 26,535 | 0.0% | 0.01% | 11 | -882,313 | -44.5% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,023,442 | 24,675 | 0.0% | 0.0% | 12 | +42,736 | 4.36% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 985,499 | 23,764 | 0.0% | 0.0% | 13 | -379 | -0.04% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 957,620 | 23,088 | 0.01% | 0.01% | 14 | +285,834 | 42.55% | Q1 2026 | May 15, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 905,908 | 21,841 | 0.02% | 0.03% | 15 | -35,198 | -3.74% | Q1 2026 | May 08, 2026 |
| Mudita Advisors LLP | History | New | 839,400 | 20,237 | 4.13% | — | 16 | +839,400 | New | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 603,430 | 14,548 | 0.06% | 0.08% | 17 | -17,951 | -2.89% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 520,419 | 12,532 | 0.02% | 0.04% | 18 | -92,829 | -15.14% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 501,488 | 12,090 | 0.01% | 0.02% | 19 | -610,886 | -54.92% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 414,956 | 10,004 | 0.0% | 0.01% | 20 | -278,918 | -40.2% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 402,029 | 9,692 | 0.01% | 0.01% | 21 | +106,041 | 35.83% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 390,321 | 9,410 | 0.72% | — | 22 | +390,321 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 380,697 | 9,178 | 0.0% | 0.0% | 23 | +58,096 | 18.01% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 370,662 | 8,936 | 0.0% | 0.0% | 24 | +19,734 | 5.62% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 353,022 | 8,511 | 0.01% | 0.03% | 25 | -176,355 | -33.31% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 346,652 | 8,357 | 0.0% | 0.0% | 26 | -52,120 | -13.07% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 344,336 | 8,301 | 0.0% | 0.0% | 27 | +7,087 | 2.1% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Added to | 305,943 | 7,376 | 0.05% | 0.05% | 28 | +150,615 | 96.97% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | No change | 299,532 | 7,221 | 0.08% | 0.1% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 292,737 | 7,057 | 0.01% | 0.02% | 30 | -186,184 | -38.88% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 285,265 | 6,877 | 0.0% | 0.0% | 31 | -124,956 | -30.46% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 284,284 | 6,854 | 0.0% | 0.0% | 32 | +191,180 | 205.34% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 277,406 | 6,688 | 0.0% | — | 33 | +277,406 | New | Q1 2026 | May 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 208,561 | 5,028 | 0.01% | 0.03% | 34 | -158,552 | -43.19% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 189,984 | 4,580 | 0.01% | 0.01% | 35 | +83,778 | 78.88% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 179,554 | 4,329 | 0.07% | 0.08% | 36 | +33,461 | 22.9% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 179,500 | 4,327 | 0.0% | 0.0% | 37 | -17,200 | -8.74% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 120,852 | 4,280 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 176,566 | 4,257 | 0.0% | 0.0% | 39 | +13,129 | 8.03% | Q1 2026 | May 15, 2026 |
| Tejara Capital Ltd | History | New | 173,300 | 4,178 | 1.38% | — | 40 | +173,300 | New | Q1 2026 | May 12, 2026 |
| HARBER ASSET MANAGEMENT LLC | History | Reduced | 147,426 | 3,554 | 2.27% | 2.81% | 41 | -42,027 | -22.18% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 147,228 | 3,549 | 0.0% | 0.01% | 42 | -83,096 | -36.08% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 146,023 | 3,520 | 0.03% | — | 43 | +146,023 | New | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | New | 145,700 | 3,512 | 0.01% | — | 44 | +145,700 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 145,224 | 3,459 | 0.0% | 0.0% | 45 | +33,325 | 29.78% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 141,410 | 3,409 | 0.0% | 0.0% | 46 | -224,524 | -61.36% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 139,200 | 3,356 | 0.0% | 0.0% | 47 | -49,031 | -26.05% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | Reduced | 130,979 | 3,157 | 0.04% | 0.06% | 48 | -22,790 | -14.82% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 127,268 | 3,068 | 0.0% | 0.0% | 49 | -115,158 | -47.5% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 123,051 | 2,965 | 0.0% | 0.01% | 50 | -120,000 | -49.37% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 120,429 | 2,903 | 0.0% | 0.0% | 51 | -2,654 | -2.16% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 119,066 | 2,870 | 0.0% | 0.02% | 52 | -200,036 | -62.69% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 95,648 | 2,306 | 0.01% | 0.01% | 53 | +47,463 | 98.5% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 86,000 | 2,073 | 0.0% | 0.0% | 54 | +2,085 | 2.48% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 85,099 | 2,051 | 0.0% | 0.0% | 55 | +6,057 | 7.66% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 80,624 | 1,943 | 0.01% | 0.0% | 56 | +41,624 | 106.73% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | No change | 76,300 | 1,839 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 75,160 | 1,812 | 0.02% | — | 58 | +75,160 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 74,748 | 1,802 | 0.0% | 0.0% | 59 | -57,892 | -43.65% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 44,561 | 1,578 | 0.0% | 0.0% | 60 | +1,991 | 4.68% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 63,248 | 1,524 | 0.01% | 0.01% | 61 | -20,514 | -24.49% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 58,898 | 1,420 | 0.01% | 0.0% | 62 | +49,001 | 495.11% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 53,820 | 1,297 | 0.0% | 0.0% | 63 | +21,235 | 65.17% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 51,627 | 1,244 | 0.0% | 0.0% | 64 | -16,920 | -24.68% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,226 | 1,187 | 0.0% | 0.0% | 65 | +7,353 | 17.56% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Added to | 48,071 | 1,158 | 0.01% | 0.01% | 66 | +21,501 | 80.92% | Q1 2026 | May 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 32,158 | 1,139 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 47,238 | 1,138 | 0.0% | 0.0% | 68 | +30,737 | 186.27% | Q1 2026 | May 13, 2026 |
| PDT Partners, LLC | History | Reduced | 47,089 | 1,135 | 0.07% | 0.26% | 69 | -64,712 | -57.88% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 46,984 | 1,132 | 0.0% | 0.0% | 70 | -753 | -1.58% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 45,919 | 1,107 | 0.0% | 0.0% | 71 | -169,571 | -78.69% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 42,874 | 1,033 | 0.0% | 0.0% | 72 | +18,736 | 77.62% | Q1 2026 | May 13, 2026 |
| Amundi | History | Reduced | 42,804 | 1,032 | 0.0% | 0.0% | 73 | -87,181 | -67.07% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 42,440 | 1,023 | 0.0% | 0.0% | 74 | -6,246 | -12.83% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 40,600 | 978 | 0.0% | 0.01% | 75 | -237,800 | -85.42% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 38,338 | 924 | 0.0% | 0.0% | 76 | -2,250 | -5.54% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 38,189 | 920 | 0.0% | 0.0% | 77 | +11,534 | 43.27% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 36,367 | 876 | 0.0% | 0.0% | 78 | -294 | -0.8% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 36,070 | 869 | 0.0% | 0.0% | 79 | -100,535 | -73.6% | Q1 2026 | May 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 35,887 | 854 | 0.15% | 0.11% | 80 | +15,400 | 75.17% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 34,072 | 821 | 0.0% | 0.0% | 81 | +14,747 | 76.31% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 33,800 | 814 | 0.0% | 0.0% | 82 | +24,435 | 260.92% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 33,663 | 811 | 0.01% | 0.01% | 83 | +1,300 | 4.02% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 33,555 | 809 | 0.0% | — | 84 | +33,555 | New | Q1 2026 | May 08, 2026 |
| EntryPoint Capital, LLC | History | Added to | 33,463 | 806 | 0.24% | 0.11% | 85 | +25,172 | 303.61% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 32,385 | 780 | 0.0% | 0.0% | 86 | -7,343 | -18.48% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 29,523 | 711 | 0.0% | 0.0% | 87 | +8,035 | 37.39% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 29,253 | 705 | 0.0% | 0.0% | 88 | +1,552 | 5.6% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 27,663 | 666 | 0.0% | 0.0% | 89 | +12,935 | 87.83% | Q1 2026 | May 11, 2026 |
| Atom Investors LP | History | New | 25,634 | 618 | 0.04% | — | 90 | +25,634 | New | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 24,533 | 591 | 0.11% | 0.18% | 91 | -300 | -1.21% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,638 | 553 | 0.0% | 0.0% | 92 | +3,693 | 19.49% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | New | 22,441 | 541 | 0.0% | — | 93 | +22,441 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 22,327 | 538 | 0.0% | 0.0% | 94 | -255 | -1.13% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 20,353 | 490 | 0.0% | 0.0% | 95 | +5,162 | 33.98% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 19,740 | 475 | 0.0% | 0.0% | 96 | +12,072 | 157.43% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 19,284 | 464 | 0.0% | 0.0% | 97 | -29,953 | -60.83% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 18,960 | 457 | 0.0% | 0.0% | 98 | -136 | -0.71% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,827 | 453 | 0.0% | 0.0% | 99 | +8,273 | 78.39% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 18,014 | 434 | 0.0% | 0.01% | 100 | -225,783 | -92.61% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,642 | 425 | 0.0% | 0.0% | 101 | -480 | -2.65% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 16,383 | 394 | 0.0% | — | 102 | +16,383 | New | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 15,792 | 380 | 0.0% | 0.02% | 103 | -657,460 | -97.65% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,494 | 374 | 0.0% | 0.0% | 104 | -57,767 | -78.85% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 15,397 | 371 | 0.01% | 0.13% | 105 | -91,599 | -85.61% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 15,165 | 365 | 0.0% | 0.0% | 106 | -29,015 | -65.67% | Q1 2026 | May 18, 2026 |
| DRW Securities, LLC | History | Added to | 15,116 | 364 | 0.01% | 0.01% | 107 | +8,938 | 144.67% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 14,949 | 360 | 0.0% | 0.0% | 108 | +151 | 1.02% | Q1 2026 | May 08, 2026 |
| AlphaQuest LLC | History | No change | 10,160 | 359 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 14,522 | 350 | 0.0% | 0.01% | 110 | -82,700 | -85.06% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 13,939 | 336 | 0.0% | 0.01% | 112 | -51,909 | -78.83% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,946 | 336 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 13,730 | 331 | 0.0% | 0.0% | 113 | +1,996 | 17.01% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | New | 13,500 | 325 | 0.0% | — | 114 | +13,500 | New | Q1 2026 | May 01, 2026 |
| Evanson Asset Management, LLC | History | No change | 12,943 | 312 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 12,730 | 306 | 0.01% | 0.0% | 116 | +12,500 | 5434.78% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 12,441 | 299 | 0.0% | — | 117 | +12,441 | New | Q1 2026 | May 14, 2026 |
| Holocene Advisors, LP | History | New | 12,136 | 292 | 0.0% | — | 118 | +12,136 | New | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,715 | 282 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AXQ CAPITAL, LP | History | New | 10,954 | 264 | 0.03% | — | 120 | +10,954 | New | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,911 | 263 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 10,791 | 260 | 0.0% | — | 122 | +10,791 | New | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 10,565 | 254 | 0.0% | 0.0% | 123 | -251 | -2.32% | Q1 2026 | May 01, 2026 |
| State of Wyoming | History | Added to | 9,953 | 239 | 0.03% | 0.01% | 124 | +8,491 | 580.78% | Q1 2026 | May 13, 2026 |
| Bayforest Capital Ltd | History | Added to | 9,868 | 237 | 0.27% | 0.16% | 125 | +3,929 | 66.16% | Q1 2026 | Apr 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 9,700 | 233 | 0.0% | 0.02% | 126 | -363,110 | -97.4% | Q1 2026 | May 15, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | New | 9,642 | 232 | 0.06% | — | 127 | +9,642 | New | Q1 2026 | May 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,976 | 216 | 0.0% | 0.0% | 128 | +580 | 6.91% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 8,826 | 212 | 0.0% | 0.05% | 129 | -59,362 | -87.06% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,570 | 206 | 0.0% | 0.0% | 130 | +1,763 | 25.9% | Q1 2026 | May 12, 2026 |
| nVerses Capital, LLC | History | New | 8,446 | 203 | 0.18% | — | 132 | +8,446 | New | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,431 | 203 | 0.0% | 0.0% | 131 | -5,547 | -39.68% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,300 | 200 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSSIAM | History | Reduced | 6,629 | 159 | 0.0% | 0.01% | 134 | -4,795 | -41.97% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,794 | 139 | 0.0% | 0.0% | 135 | -9,420 | -61.92% | Q1 2026 | May 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 5,069 | 123 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 4,431 | 106 | 0.04% | 0.02% | 137 | +3,017 | 213.37% | Q1 2026 | May 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,285 | 103 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,383 | 81 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 2,999 | 72 | 0.01% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 2,328 | 56 | 0.0% | 0.0% | 141 | +11 | 0.47% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,100 | 50 | 0.0% | 0.0% | 142 | -2,749 | -56.69% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,977 | 47 | 0.0% | 0.0% | 143 | -1,406 | -41.56% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,963 | 47 | 0.0% | 0.0% | 144 | -557 | -22.1% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 1,870 | 45 | 0.0% | 0.0% | 145 | +1,280 | 216.95% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 1,863 | 44 | 0.01% | 0.0% | 146 | +1,717 | 1176.03% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,699 | 40 | 0.0% | 0.0% | 147 | -3,911 | -69.71% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,702 | 40 | 0.0% | 0.0% | 148 | +87 | 5.39% | Q1 2026 | Apr 07, 2026 |
| KBC Group NV | History | New | 1,284 | 31 | 0.0% | — | 149 | +1,284 | New | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,294 | 29 | 0.0% | 0.0% | 150 | -18 | -1.37% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 977 | 23 | 0.0% | 0.0% | 151 | +65 | 7.13% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 841 | 20 | 0.0% | — | 152 | +841 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 818 | 19 | 0.0% | 0.0% | 153 | +587 | 254.11% | Q1 2026 | Apr 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 786 | 18 | 0.0% | 0.0% | 154 | -4,146 | -84.06% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 723 | 17 | 0.0% | 0.0% | 155 | +480 | 197.53% | Q1 2026 | Apr 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 750 | 16 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 663 | 15 | 0.0% | 0.01% | 157 | -5,750 | -89.66% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 547 | 13 | 0.0% | — | 158 | +541 | 9016.67% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 500 | 12 | 0.0% | 0.0% | 159 | -643 | -56.26% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 447 | 10 | 0.0% | 0.0% | 160 | +17 | 3.95% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 396 | 9 | 0.0% | — | 162 | +396 | New | Q1 2026 | May 19, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 396 | 9 | 0.0% | 0.0% | 161 | +59 | 17.51% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 354 | 8 | 0.0% | — | 167 | +354 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 352 | 8 | 0.0% | — | 166 | +352 | New | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 354 | 8 | 0.0% | 0.0% | 164 | +285 | 413.04% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Added to | 339 | 8 | 0.0% | 0.0% | 165 | +218 | 180.17% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 360 | 8 | 0.0% | 0.0% | 163 | -100 | -21.74% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 322 | 7 | 0.0% | 0.0% | 169 | +246 | 323.68% | Q1 2026 | Apr 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 322 | 7 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | No change | 300 | 7 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 265 | 6 | 0.0% | — | 176 | +265 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 252 | 6 | 0.0% | 0.0% | 174 | +121 | 92.37% | Q1 2026 | May 15, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 281 | 6 | 0.0% | 0.0% | 175 | +105 | 59.66% | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 261 | 6 | 0.0% | 0.0% | 171 | +16 | 6.53% | Q1 2026 | May 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 256 | 6 | 0.0% | 0.0% | 173 | -6 | -2.29% | Q1 2026 | Apr 22, 2026 |
| ADIRONDACK TRUST CO | History | No change | 280 | 6 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TORONTO DOMINION BANK | History | New | 184 | 4 | 0.0% | — | 180 | +184 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 169 | 4 | 0.0% | 0.0% | 178 | +67 | 65.69% | Q1 2026 | Apr 07, 2026 |
| EASTERN BANK | History | No change | 200 | 4 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Abound Wealth Management | History | No change | 200 | 4 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 130 | 3 | 0.0% | 0.0% | 181 | -907 | -87.46% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | New | 150 | 3 | 0.0% | — | 183 | +150 | New | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | New | 143 | 3 | 0.0% | — | 185 | +143 | New | Q1 2026 | Apr 24, 2026 |
| Main Street Group, LTD | History | New | 131 | 3 | 0.0% | — | 184 | +131 | New | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 129 | 3 | 0.0% | 0.0% | 182 | -2 | -1.53% | Q1 2026 | Apr 27, 2026 |
| Vanguard National Trust Co | History | New | 116 | 2 | 0.0% | — | 191 | +116 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 117 | 2 | 0.0% | 0.0% | 188 | +18 | 18.18% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 60 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Missouri Trust & Investment Co | History | No change | 105 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 50 | 1 | 0.0% | — | 201 | +50 | New | Q1 2026 | May 01, 2026 |
| Altshuler Shaham Ltd | History | Added to | 67 | 1 | 0.0% | 0.0% | 195 | +23 | 52.27% | Q1 2026 | May 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 45 | 1 | 0.0% | — | 193 | +17 | 60.71% | Q1 2026 | May 07, 2026 |
| SWAN Capital LLC | History | Reduced | 63 | 1 | 0.0% | 0.0% | 198 | -1 | -1.56% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 50 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | No change | 54 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Field & Main Bank | History | No change | 50 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.11% | — | -400,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.57% | — | -295,603 | -100.0% | Q1 2026 | May 15, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.43% | — | -262,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Abdiel Capital Advisors, LP | History | Closed out | 0 | 0 | — | 12.4% | — | -248,450 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225,508 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -118,584 | -100.0% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -90,059 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -82,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -72,473 | -100.0% | Q1 2026 | May 04, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -64,949 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Wolf Hill Capital Management, LP | History | Closed out | 0 | 0 | — | 0.19% | — | -48,548 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -46,395 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -45,335 | -100.0% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.11% | — | -44,847 | -100.0% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -44,719 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -36,510 | -100.0% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,222 | -100.0% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -23,641 | -100.0% | Q1 2026 | May 08, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -22,602 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -20,453 | -100.0% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,141 | -100.0% | Q1 2026 | May 06, 2026 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,688 | -100.0% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -16,160 | -100.0% | Q1 2026 | May 14, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.09% | — | -15,515 | -100.0% | Q1 2026 | May 12, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,144 | -100.0% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,510 | -100.0% | Q1 2026 | May 14, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,366 | -100.0% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,023 | -100.0% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -9,399 | -100.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,697 | -100.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,497 | -100.0% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -8,200 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,703 | -100.0% | Q1 2026 | May 15, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -7,555 | -100.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,546 | -100.0% | Q1 2026 | May 04, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,481 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,200 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.01% | — | -6,850 | -100.0% | Q1 2026 | May 07, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,105 | -100.0% | Q1 2026 | May 15, 2026 |
| Stanley-Laman Group, Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,827 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -5,805 | -100.0% | Q1 2026 | Apr 22, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,300 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -2,579 | -100.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,272 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,238 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -974 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -949 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -838 | -100.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -50 | -71.43% | Q1 2026 | Apr 23, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -28 | -77.78% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 24 | 0 | — | 0.0% | — | -27 | -52.94% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -26 | -65.0% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 17, 2026 |
| Bare Financial Services, Inc | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Reduced | 10 | 0 | — | 0.0% | — | -18 | -64.29% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 15 | 0 | — | — | — | -8 | -34.78% | Q1 2026 | Apr 23, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 15, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 25 | 0 | — | — | — | -3 | -10.71% | Q1 2026 | Apr 21, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 18 | 0 | — | — | — | -1 | -5.26% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 16, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Truvestments Capital LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 40 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 35 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |