AdvanSix Inc. - ASIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 2,283,935 | 55,727 | 0.0% | 0.0% | 1 | -1,108,535 | -32.68% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,311,006 | 31,988 | 0.01% | 0.0% | 2 | +8,131 | 0.62% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 1,706,709 | 29,526 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AEGIS FINANCIAL CORP | History | No change | 1,209,629 | 29,514 | 5.08% | 4.99% | 4 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,126,637 | 27,489 | 0.01% | 0.01% | 5 | +105,523 | 10.33% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,123,457 | 27,412 | 0.0% | — | 6 | +1,123,457 | New | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | New | 1,017,081 | 24,816 | 0.41% | — | 7 | +1,017,081 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 728,292 | 17,770 | 0.01% | 0.0% | 8 | +319,528 | 78.17% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 696,362 | 16,991 | 0.0% | 0.0% | 9 | -15,272 | -2.15% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 652,248 | 15,919 | 0.0% | 0.0% | 10 | +15,884 | 2.5% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 638,571 | 15,581 | 0.01% | 0.0% | 11 | +346,255 | 118.45% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 870,976 | 15,067 | 0.0% | 0.01% | 12 | -72,937 | -7.73% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 612,694 | 14,949 | 0.01% | 0.01% | 13 | +207,287 | 51.13% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 608,289 | 14,842 | 0.0% | 0.0% | 14 | +101,823 | 20.1% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 566,641 | 13,826 | 0.0% | 0.0% | 15 | -72,412 | -11.33% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 550,679 | 13,437 | 0.03% | 0.02% | 16 | -18,800 | -3.3% | Q1 2026 | May 11, 2026 |
| Solas Capital Management, LLC | History | Reduced | 517,029 | 12,615 | 7.26% | 6.04% | 17 | -98,416 | -15.99% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 490,382 | 11,965 | 0.0% | 0.0% | 18 | +111,772 | 29.52% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 405,355 | 9,890 | 0.0% | 0.0% | 19 | -117,779 | -22.51% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 402,341 | 9,817 | 0.0% | 0.0% | 20 | +140,485 | 53.65% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 329,879 | 8,049 | 0.01% | 0.01% | 21 | +36,470 | 12.43% | Q1 2026 | May 08, 2026 |
| Invenomic Capital Management LP | History | Reduced | 313,549 | 7,650 | 0.35% | 0.26% | 22 | -12,678 | -3.89% | Q1 2026 | May 15, 2026 |
| Lloyd Harbor Capital Management, LLC | History | Added to | 290,000 | 7,076 | 2.89% | 0.62% | 23 | +215,000 | 286.67% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 286,349 | 6,986 | 0.0% | — | 24 | +286,349 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 281,575 | 6,870 | 0.01% | 0.01% | 25 | -37,158 | -11.66% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 275,482 | 6,721 | 0.13% | 0.1% | 26 | -18,286 | -6.22% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 273,064 | 6,662 | 0.0% | 0.0% | 27 | +144,099 | 111.73% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 265,805 | 6,485 | 0.0% | 0.0% | 28 | +123,930 | 87.35% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 239,342 | 5,839 | 0.0% | 0.0% | 29 | +349 | 0.15% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 229,630 | 5,602 | 0.0% | 0.0% | 30 | -36,917 | -13.85% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Added to | 228,201 | 5,568 | 0.3% | 0.08% | 31 | +138,607 | 154.71% | Q1 2026 | May 05, 2026 |
| DONALD SMITH & CO., INC. | History | Reduced | 227,980 | 5,562 | 0.1% | 0.08% | 32 | -17,970 | -7.31% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 221,399 | 5,396 | 0.01% | — | 33 | +221,399 | New | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 206,889 | 5,048 | 0.01% | 0.0% | 34 | +46,895 | 29.31% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 198,296 | 4,838 | 0.02% | 0.01% | 35 | -1,665 | -0.83% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 198,134 | 4,834 | 0.0% | 0.0% | 36 | -465,403 | -70.14% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 176,576 | 4,308 | 0.0% | — | 37 | +176,576 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 174,324 | 4,253 | 0.0% | 0.0% | 38 | +156,854 | 897.85% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 162,436 | 3,963 | 0.08% | 0.07% | 39 | -43,548 | -21.14% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 147,856 | 3,607 | 0.0% | 0.0% | 40 | +79,698 | 116.93% | Q1 2026 | May 12, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 145,694 | 3,554 | 1.23% | 0.88% | 41 | +566 | 0.39% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 144,314 | 3,521 | 0.0% | 0.0% | 42 | -66,493 | -31.54% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 143,078 | 3,491 | 0.01% | 0.0% | 43 | +86,220 | 151.64% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 141,868 | 3,461 | 0.0% | 0.0% | 44 | +65,521 | 85.82% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 140,755 | 3,434 | 0.0% | 0.0% | 45 | +3,135 | 2.28% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 192,380 | 3,328 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 122,360 | 2,985 | 0.01% | 0.01% | 47 | -66,178 | -35.1% | Q1 2026 | May 14, 2026 |
| Ballast Asset Management, LP | History | Added to | 117,124 | 2,857 | 1.27% | 0.87% | 48 | +10,390 | 9.73% | Q1 2026 | May 07, 2026 |
| Empowered Funds, LLC | History | Reduced | 100,736 | 2,457 | 0.02% | 0.04% | 49 | -43,548 | -30.18% | Q1 2026 | May 14, 2026 |
| Walnut Level Capital LLC | History | New | 100,000 | 2,440 | 2.07% | — | 50 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 96,520 | 2,355 | 0.0% | — | 51 | +96,520 | New | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 94,980 | 2,317 | 0.0% | 0.0% | 52 | +34,075 | 55.95% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 92,943 | 2,267 | 0.0% | 0.0% | 53 | -1,153 | -1.23% | Q1 2026 | May 05, 2026 |
| Waterfront Wealth Inc. | History | Added to | 91,905 | 2,242 | 0.41% | 0.22% | 54 | +24,655 | 36.66% | Q1 2026 | Apr 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 91,060 | 2,221 | 0.0% | 0.0% | 55 | +1,446 | 1.61% | Q1 2026 | May 11, 2026 |
| Mudita Advisors LLP | History | New | 82,807 | 2,020 | 0.41% | — | 56 | +82,807 | New | Q1 2026 | May 14, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 82,460 | 2,012 | 0.0% | 0.01% | 57 | -92,564 | -52.89% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 81,461 | 1,987 | 0.0% | 0.0% | 58 | +43,600 | 115.16% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 66,727 | 1,628 | 0.0% | 0.0% | 59 | +11,542 | 20.92% | Q1 2026 | May 12, 2026 |
| Fruth Investment Management | History | Reduced | 61,676 | 1,504 | 0.37% | 0.29% | 60 | -1,385 | -2.2% | Q1 2026 | Apr 21, 2026 |
| Trexquant Investment LP | History | New | 60,463 | 1,475 | 0.01% | — | 61 | +60,463 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 58,964 | 1,422 | 0.0% | 0.0% | 62 | -48,918 | -45.34% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 55,872 | 1,363 | 0.0% | 0.0% | 63 | -53,839 | -49.07% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 55,102 | 1,344 | 0.0% | 0.0% | 64 | +354 | 0.65% | Q1 2026 | Apr 30, 2026 |
| Fisher Asset Management, LLC | History | Added to | 50,261 | 1,226 | 0.0% | 0.0% | 65 | +62 | 0.12% | Q1 2026 | May 05, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 50,108 | 1,222 | 0.01% | 0.0% | 66 | +20,197 | 67.52% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 48,263 | 1,177 | 0.02% | 0.01% | 67 | +22,663 | 88.53% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 47,302 | 1,154 | 0.02% | 0.07% | 68 | -132,787 | -73.73% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 44,120 | 1,076 | 0.0% | 0.0% | 69 | +31,458 | 248.44% | Q1 2026 | May 14, 2026 |
| PDT Partners, LLC | History | New | 42,168 | 1,028 | 0.06% | — | 70 | +42,168 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 42,016 | 1,025 | 0.0% | 0.0% | 71 | -25,796 | -38.04% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,563 | 965 | 0.0% | 0.0% | 72 | +9,615 | 32.11% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 39,333 | 959 | 0.02% | 0.02% | 73 | -800 | -1.99% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 38,392 | 936 | 0.01% | 0.0% | 74 | +16,717 | 77.13% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 37,813 | 922 | 0.01% | 0.0% | 75 | +26,169 | 224.74% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,644 | 894 | 0.0% | 0.0% | 76 | -1,399 | -3.68% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 36,471 | 889 | 0.0% | 0.0% | 77 | -17,322 | -32.2% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 32,166 | 784 | 0.0% | 0.0% | 78 | +4,052 | 14.41% | Q1 2026 | May 12, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 31,381 | 765 | 0.47% | 0.36% | 79 | -4,866 | -13.42% | Q1 2026 | Apr 24, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 31,200 | 761 | 0.0% | 0.0% | 80 | +13,400 | 75.28% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 28,631 | 698 | 0.0% | 0.0% | 81 | +17,566 | 158.75% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 26,088 | 637 | 0.0% | 0.0% | 82 | -9,031 | -25.72% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | New | 25,248 | 616 | 0.01% | — | 83 | +25,248 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 24,672 | 601 | 0.0% | — | 84 | +24,672 | New | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Reduced | 22,716 | 554 | 0.01% | 0.02% | 85 | -84,484 | -78.81% | Q1 2026 | May 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 21,849 | 533 | 0.01% | 0.06% | 86 | -198,493 | -90.08% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 21,840 | 532 | 0.0% | 0.0% | 87 | +2,578 | 13.38% | Q1 2026 | May 06, 2026 |
| Verity Asset Management, Inc. | History | New | 21,720 | 529 | 0.22% | — | 88 | +21,720 | New | Q1 2026 | Apr 21, 2026 |
| Inspire Investing, LLC | History | Reduced | 21,362 | 521 | 0.04% | 0.05% | 89 | -11,026 | -34.04% | Q1 2026 | Apr 23, 2026 |
| Verdence Capital Advisors LLC | History | New | 21,081 | 514 | 0.03% | — | 90 | +21,081 | New | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 20,333 | 497 | 0.0% | 0.0% | 91 | +4,512 | 28.52% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 20,000 | 488 | 0.02% | — | 92 | +20,000 | New | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 17,899 | 436 | 0.05% | 0.03% | 93 | +21 | 0.12% | Q1 2026 | Apr 16, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 17,861 | 435 | 0.01% | — | 94 | +17,861 | New | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 17,729 | 433 | 0.01% | — | 95 | +17,729 | New | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,471 | 426 | 0.0% | 0.0% | 96 | -86 | -0.49% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,435 | 425 | 0.0% | 0.0% | 97 | +3,223 | 22.68% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 16,838 | 410 | 0.0% | 0.0% | 98 | +13,378 | 386.65% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,457 | 377 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,885 | 363 | 0.0% | 0.0% | 100 | +5,795 | 63.75% | Q1 2026 | May 12, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 14,748 | 359 | 0.03% | 0.02% | 101 | +1,981 | 15.52% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Added to | 14,690 | 358 | 0.01% | 0.0% | 102 | +6,857 | 87.54% | Q1 2026 | May 08, 2026 |
| South Dakota Investment Council | History | No change | 14,525 | 354 | 0.01% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,182 | 346 | 0.0% | 0.0% | 104 | -11,819 | -45.46% | Q1 2026 | May 15, 2026 |
| TOWLE & CO | History | New | 14,115 | 344 | 0.13% | — | 105 | +14,115 | New | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | New | 13,048 | 318 | 0.01% | — | 106 | +13,048 | New | Q1 2026 | Apr 29, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 12,923 | 315 | 0.03% | 0.04% | 107 | -9,368 | -42.03% | Q1 2026 | May 13, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 12,774 | 311 | 0.09% | 0.11% | 108 | -3,690 | -22.41% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Added to | 12,547 | 306 | 0.04% | 0.0% | 109 | +12,209 | 3612.13% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,332 | 300 | 0.0% | 0.0% | 110 | +151 | 1.24% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,981 | 292 | 0.0% | 0.0% | 111 | -586 | -4.66% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 11,301 | 286 | 0.01% | 0.0% | 112 | +722 | 6.82% | Q1 2026 | Apr 08, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 11,395 | 278 | 0.03% | — | 113 | +11,395 | New | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,383 | 277 | 0.0% | 0.0% | 114 | -19,377 | -62.99% | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 16,003 | 276 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quadrature Capital Ltd | History | New | 11,000 | 268 | 0.0% | — | 116 | +11,000 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 10,867 | 265 | 0.0% | 0.0% | 117 | -1,387 | -11.32% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,641 | 261 | 0.0% | 0.0% | 118 | +17,839 | 469.2% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | New | 10,646 | 259 | 0.0% | — | 120 | +10,646 | New | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 14,980 | 259 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 9,516 | 232 | 0.02% | — | 121 | +9,516 | New | Q1 2026 | Apr 10, 2026 |
| BARCLAYS PLC | History | Reduced | 9,309 | 227 | 0.0% | 0.0% | 122 | -31,610 | -77.25% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 8,862 | 216 | 0.01% | 0.04% | 123 | -40,297 | -81.97% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 8,344 | 203 | 0.0% | — | 124 | +8,344 | New | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,665 | 187 | 0.0% | 0.0% | 125 | -200 | -2.54% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,520 | 183 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,247 | 176 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 6,474 | 157 | 0.0% | 0.0% | 128 | +4,642 | 253.38% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,541 | 135 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,520 | 134 | 0.0% | 0.0% | 130 | -153 | -2.7% | Q1 2026 | May 07, 2026 |
| Legal & General Group Plc | History | Reduced | 4,489 | 109 | 0.0% | 0.0% | 131 | -17,772 | -79.83% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 4,344 | 105 | 0.0% | 0.0% | 132 | -42,435 | -90.71% | Q1 2026 | May 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 4,349 | 105 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,110 | 100 | 0.0% | 0.0% | 134 | +505 | 14.01% | Q1 2026 | May 15, 2026 |
| EMC Capital Management | History | No change | 3,897 | 67 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| GROUP ONE TRADING LLC | History | New | 2,500 | 61 | 0.0% | — | 136 | +2,500 | New | Q1 2026 | May 13, 2026 |
| CFG Wealth Management Services, Inc. | History | New | 2,497 | 60 | 0.05% | — | 137 | +2,497 | New | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,195 | 53 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,108 | 51 | 0.0% | 0.0% | 139 | -250 | -10.6% | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,816 | 44 | 0.0% | 0.0% | 140 | +266 | 17.16% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,776 | 43 | 0.0% | 0.0% | 141 | -276 | -13.45% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,421 | 34 | 0.0% | 0.0% | 142 | -23,206 | -94.23% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 1,151 | 28 | 0.0% | 0.0% | 143 | +895 | 349.61% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,180 | 28 | 0.0% | 0.0% | 144 | +164 | 16.14% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,111 | 27 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 1,009 | 24 | 0.0% | — | 146 | +957 | 1840.38% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 923 | 22 | 0.0% | 0.0% | 147 | -38,439 | -97.66% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 886 | 21 | 0.0% | — | 149 | +885 | 88500.0% | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 870 | 21 | 0.0% | 0.0% | 148 | -665 | -43.32% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 863 | 20 | 0.0% | 0.0% | 150 | -2,071 | -70.59% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 796 | 19 | 0.0% | 0.01% | 151 | -12,866 | -94.17% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 678 | 16 | 0.01% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Added to | 541 | 13 | 0.0% | 0.0% | 153 | +392 | 263.09% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 529 | 13 | 0.0% | 0.0% | 154 | +61 | 13.03% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Added to | 449 | 10 | 0.0% | — | 157 | +404 | 897.78% | Q1 2026 | May 21, 2026 |
| Arax Advisory Partners | History | Added to | 436 | 10 | 0.0% | 0.0% | 156 | +322 | 282.46% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 391 | 10 | 0.0% | 0.0% | 155 | +111 | 39.64% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 376 | 9 | 0.0% | 0.0% | 159 | +242 | 180.6% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 359 | 8 | 0.0% | 0.0% | 160 | +251 | 232.41% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 338 | 8 | 0.0% | 0.0% | 161 | +187 | 123.84% | Q1 2026 | May 15, 2026 |
| Asset Planning,Inc | History | Added to | 331 | 8 | 0.01% | 0.0% | 163 | +3 | 0.91% | Q1 2026 | Apr 23, 2026 |
| Estabrook Capital Management | History | No change | 345 | 8 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 267 | 6 | 0.0% | — | 166 | +229 | 602.63% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 268 | 6 | 0.0% | 0.0% | 164 | +136 | 103.03% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 363 | 6 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 200 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hilltop National Bank | History | No change | 178 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 136 | 3 | 0.0% | 0.0% | 169 | -47 | -25.68% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 104 | 3 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | No change | 153 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 154 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McMillan Office, Inc. | History | No change | 128 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 104 | 2 | 0.0% | — | 177 | +59 | 131.11% | Q1 2026 | Apr 13, 2026 |
| BIRCHBROOK, INC. | History | Added to | 105 | 2 | 0.0% | 0.0% | 180 | +1 | 0.96% | Q1 2026 | Apr 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 88 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 121 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | No change | 107 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | No change | 90 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 97 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 41 | 1 | 0.0% | 0.0% | 183 | -1,035 | -96.19% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | Reduced | 59 | 1 | 0.0% | 0.0% | 187 | -300 | -83.57% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 54 | 1 | 0.0% | 0.0% | 184 | -216 | -80.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 67 | 1 | 0.0% | 0.0% | 199 | -159 | -70.35% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 75 | 1 | 0.0% | — | 196 | +66 | 733.33% | Q1 2026 | Apr 24, 2026 |
| Covestor Ltd | History | Added to | 59 | 1 | 0.0% | — | 194 | +57 | 2850.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 64 | 1 | 0.0% | — | 192 | +52 | 433.33% | Q1 2026 | Apr 23, 2026 |
| GAMMA Investing LLC | History | Added to | 54 | 1 | 0.0% | — | 198 | +36 | 200.0% | Q1 2026 | Apr 06, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 59 | 1 | 0.0% | — | 181 | +20 | 51.28% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 44 | 1 | 0.0% | — | 197 | -9 | -16.98% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 52 | 1 | 0.0% | — | 182 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 48 | 1 | 0.0% | — | 185 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 51 | 1 | 0.0% | — | 186 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 42 | 1 | 0.0% | — | 188 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Grove Bank & Trust | History | No change | 41 | 1 | 0.0% | — | 190 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 53 | 1 | 0.0% | — | 195 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -203,800 | -100.0% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -145,626 | -100.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -108,408 | -100.0% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.01% | — | -89,179 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -51,800 | -100.0% | Q1 2026 | May 07, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.54% | — | -40,568 | -100.0% | Q1 2026 | Apr 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,720 | -100.0% | Q1 2026 | May 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.24% | — | -31,113 | -100.0% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,978 | -100.0% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,329 | -100.0% | Q1 2026 | May 08, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,760 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,573 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,017 | -100.0% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,129 | -100.0% | Q1 2026 | May 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -11,549 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,514 | -100.0% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,951 | -100.0% | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -10,803 | -100.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,265 | -100.0% | Q1 2026 | May 08, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,154 | -100.0% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,038 | -100.0% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,700 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | Closed out | 0 | 0 | — | 0.0% | — | -3,002 | -100.0% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,829 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -825 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -401 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Reduced | 11 | 0 | — | 0.0% | — | -192 | -94.58% | Q1 2026 | May 06, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 31 | 0 | — | — | — | -24 | -43.64% | Q1 2026 | Apr 24, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 28, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 18 | 0 | — | — | — | +14 | 350.0% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 02, 2026 |
| Quent Capital, LLC | History | Reduced | 4 | 0 | — | — | — | -5 | -55.56% | Q1 2026 | Apr 28, 2026 |
| True Wealth Design, LLC | History | Added to | 12 | 0 | — | — | — | +5 | 71.43% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 19, 2026 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 24 | 0 | — | — | — | -4 | -14.29% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q1 2026 | May 07, 2026 |
| Napier Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ESL Trust Services, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Fortis Group Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MTM Investment Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NFSG Corp | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bell Investment Advisors, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stephens Consulting, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ORG Partners LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nemes Rush Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFS Partners, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Financial Perspectives, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sachetta, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fairman Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Motiv8 Investments LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |