AMERICAN STATES WATER CO - AWR
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 | 6,861,854 | 518,893 | 0.01% | 0.01% | 1 | -107,283 | -1.54% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,975,947 | 360,656 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,106,401 | 234,906 | 0.01% | — | 3 | +3,106,401 | New | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,527,892 | 191,159 | 0.15% | 0.14% | 4 | +3,595 | 0.14% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 2,064,857 | 156,144 | 0.01% | 0.0% | 5 | +41,236 | 2.04% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,756,279 | 132,809 | 0.0% | — | 6 | +1,756,279 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,302,331 | 98,482 | 0.01% | 0.01% | 7 | -44,909 | -3.33% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 934,365 | 70,670 | 0.0% | 0.0% | 8 | +26,525 | 2.92% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 836,092 | 63,225 | 0.05% | 0.04% | 9 | +16,896 | 2.06% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 741,079 | 56,042 | 0.01% | 0.01% | 10 | +1,231 | 0.17% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Reduced | 638,864 | 48,310 | 0.01% | 0.01% | 11 | -11,422 | -1.76% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 474,050 | 35,847 | 0.04% | 0.04% | 12 | +14,000 | 3.04% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 473,537 | 35,808 | 0.02% | 0.02% | 13 | +63,899 | 15.6% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 462,056 | 34,940 | 0.01% | 0.01% | 14 | -831 | -0.18% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 441,436 | 33,381 | 0.0% | 0.0% | 15 | -15,368 | -3.36% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 329,228 | 24,896 | 0.0% | 0.0% | 16 | -5,613 | -1.68% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 262,058 | 19,816 | 0.01% | — | 17 | +262,058 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 247,631 | 18,998 | 0.0% | 0.0% | 18 | -15,061 | -5.73% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 243,440 | 18,408 | 0.01% | 0.01% | 19 | +9,873 | 4.23% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 236,005 | 17,846 | 0.0% | 0.0% | 20 | -14,201 | -5.68% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 227,511 | 17,204 | 0.0% | 0.0% | 21 | -16,930 | -6.93% | Q1 2026 | May 08, 2026 |
| Amundi | History | Reduced | 223,802 | 16,923 | 0.0% | 0.0% | 22 | -9,020 | -3.87% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 209,184 | 15,818 | 0.02% | 0.01% | 23 | +110,501 | 111.98% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 206,783 | 15,636 | 0.01% | 0.0% | 24 | +98,035 | 90.15% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 188,896 | 14,284 | 0.01% | 0.01% | 25 | +3,983 | 2.15% | Q1 2026 | May 04, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 186,631 | 14,113 | 0.3% | 0.29% | 26 | -2,756 | -1.46% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 178,161 | 13,472 | 0.03% | 0.02% | 27 | +24,230 | 15.74% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 158,774 | 12,006 | 0.0% | 0.0% | 28 | +120,188 | 311.48% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 152,675 | 11,545 | 0.0% | 0.0% | 29 | -17,876 | -10.48% | Q1 2026 | May 15, 2026 |
| Perpetual Ltd | History | Added to | 152,368 | 11,522 | 0.18% | 0.16% | 30 | +2,334 | 1.56% | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 141,811 | 10,723 | 0.03% | 0.04% | 31 | -21,123 | -12.96% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 138,462 | 10,470 | 0.03% | 0.03% | 32 | +4,437 | 3.31% | Q1 2026 | May 13, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Added to | 126,225 | 9,545 | 0.79% | 0.43% | 33 | +47,725 | 60.8% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Reduced | 121,329 | 9,174 | 0.0% | 0.0% | 34 | -5,889 | -4.63% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 119,357 | 9,025 | 0.0% | 0.0% | 35 | -21,312 | -15.15% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 119,287 | 9,020 | 0.01% | 0.01% | 36 | +759 | 0.64% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 112,824 | 8,531 | 0.0% | 0.0% | 37 | -36,288 | -24.34% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 107,601 | 8,136 | 0.0% | 0.0% | 38 | -5,553 | -4.91% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 105,600 | 7,985 | 0.01% | 0.01% | 39 | +59,900 | 131.07% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 104,580 | 7,908 | 0.0% | 0.0% | 40 | -976 | -0.92% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 102,980 | 7,787 | 0.0% | 0.0% | 41 | +70,613 | 218.16% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 102,060 | 7,717 | 0.0% | 0.0% | 42 | -65,471 | -39.08% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 99,178 | 7,499 | 0.05% | 0.04% | 43 | +3,009 | 3.13% | Q1 2026 | May 05, 2026 |
| ProShare Advisors LLC | History | Reduced | 92,667 | 7,007 | 0.01% | 0.01% | 44 | -319 | -0.34% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 92,153 | 6,968 | 0.01% | 0.01% | 45 | +4,502 | 5.14% | Q1 2026 | May 15, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 88,246 | 6,673 | 0.33% | 0.2% | 46 | +31,361 | 55.13% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 78,505 | 5,936 | 0.03% | 0.03% | 47 | -1,078 | -1.35% | Q1 2026 | May 01, 2026 |
| Swiss National Bank | History | Added to | 76,500 | 5,784 | 0.0% | 0.0% | 48 | +500 | 0.66% | Q1 2026 | May 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 75,868 | 5,757 | 0.01% | 0.01% | 49 | +5,802 | 8.28% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 75,202 | 5,686 | 0.01% | — | 50 | +75,202 | New | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | Added to | 72,049 | 5,448 | 0.01% | 0.0% | 51 | +70,919 | 6276.02% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 68,600 | 5,187 | 0.0% | 0.0% | 52 | -22,835 | -24.97% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 68,494 | 5,179 | 0.04% | 0.08% | 53 | -62,297 | -47.63% | Q1 2026 | May 15, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | New | 66,605 | 5,036 | 0.71% | — | 54 | +66,605 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 65,118 | 4,924 | 0.25% | 0.23% | 55 | +4,809 | 7.97% | Q1 2026 | Apr 23, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 61,172 | 4,625 | 0.12% | 0.09% | 56 | +14,767 | 31.82% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 60,823 | 4,599 | 0.01% | 0.01% | 57 | -3,832 | -5.93% | Q1 2026 | Apr 27, 2026 |
| Man Group plc | History | Added to | 60,544 | 4,578 | 0.01% | 0.01% | 58 | +3,396 | 5.94% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 60,094 | 4,544 | 0.02% | 0.01% | 59 | +6,334 | 11.78% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 59,874 | 4,527 | 0.01% | 0.0% | 60 | +21,179 | 54.73% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 58,643 | 4,434 | 0.0% | 0.0% | 61 | +13,817 | 30.82% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 56,609 | 4,280 | 0.0% | 0.0% | 62 | +3,826 | 7.25% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 56,212 | 4,250 | 0.02% | 0.02% | 63 | -9,129 | -13.97% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 55,480 | 4,195 | 0.0% | 0.0% | 64 | +21,883 | 65.13% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 55,300 | 4,182 | 0.0% | 0.0% | 65 | +5,155 | 10.28% | Q1 2026 | May 15, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | New | 51,404 | 3,887 | 0.04% | — | 66 | +51,404 | New | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Reduced | 50,322 | 3,805 | 0.0% | 0.0% | 67 | -40,195 | -44.41% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 50,316 | 3,804 | 0.0% | 0.0% | 68 | -1,128 | -2.19% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 49,195 | 3,720 | 0.01% | 0.01% | 69 | -761 | -1.52% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 46,879 | 3,544 | 0.0% | 0.0% | 70 | -26,925 | -36.48% | Q1 2026 | May 11, 2026 |
| Dean Capital Management | History | New | 46,678 | 3,529 | 1.46% | — | 71 | +46,678 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 46,460 | 3,513 | 0.0% | 0.0% | 72 | +10,464 | 29.07% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 46,328 | 3,503 | 0.01% | 0.0% | 73 | +24,676 | 113.97% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 46,000 | 3,478 | 0.0% | 0.0% | 74 | +1,200 | 2.68% | Q1 2026 | May 11, 2026 |
| GABELLI FUNDS LLC | History | No change | 45,500 | 3,440 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 43,784 | 3,310 | 0.0% | 0.0% | 76 | +3,350 | 8.29% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 43,361 | 3,279 | 0.01% | 0.0% | 77 | +31 | 0.07% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 41,808 | 3,162 | 0.0% | 0.0% | 78 | -4,031 | -8.79% | Q1 2026 | Apr 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 42,198 | 3,058 | 0.0% | 0.0% | 79 | +300 | 0.72% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 40,170 | 3,037 | 0.06% | 0.06% | 80 | -1,637 | -3.92% | Q1 2026 | May 04, 2026 |
| PEAK6 LLC | History | New | 40,000 | 3,024 | 0.01% | — | 81 | +40,000 | New | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 39,250 | 2,968 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 37,985 | 2,872 | 0.0% | 0.0% | 83 | +31,467 | 482.77% | Q1 2026 | May 15, 2026 |
| Magellan Asset Management Ltd | History | Added to | 36,743 | 2,778 | 0.04% | 0.03% | 84 | +6,172 | 20.19% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 36,634 | 2,770 | 0.51% | 0.48% | 85 | -399 | -1.08% | Q1 2026 | Apr 30, 2026 |
| Assenagon Asset Management S.A. | History | New | 33,408 | 2,526 | 0.0% | — | 86 | +33,408 | New | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 33,390 | 2,524 | 0.02% | 0.02% | 87 | +878 | 2.7% | Q1 2026 | Apr 14, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Reduced | 31,995 | 2,419 | 0.09% | 0.09% | 88 | -834 | -2.54% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 31,757 | 2,401 | 0.0% | 0.0% | 89 | +691 | 2.22% | Q1 2026 | May 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 30,606 | 2,314 | 0.01% | 0.01% | 90 | +799 | 2.68% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 30,547 | 2,309 | 0.0% | 0.0% | 91 | +8,455 | 38.27% | Q1 2026 | May 15, 2026 |
| EULAV Asset Management | History | Reduced | 30,500 | 2,306 | 0.07% | 0.12% | 92 | -29,400 | -49.08% | Q1 2026 | May 07, 2026 |
| Bridgewater Associates, LP | History | Added to | 30,349 | 2,294 | 0.01% | 0.01% | 93 | +9,663 | 46.71% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 29,437 | 2,226 | 0.0% | 0.0% | 94 | +4,826 | 19.61% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 29,308 | 2,216 | 0.01% | 0.01% | 95 | -11,227 | -27.7% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 29,201 | 2,208 | 0.0% | — | 96 | +29,201 | New | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 28,859 | 2,182 | 0.01% | — | 97 | +28,859 | New | Q1 2026 | May 08, 2026 |
| Holocene Advisors, LP | History | Added to | 28,443 | 2,150 | 0.01% | 0.0% | 98 | +5,239 | 22.58% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 29,402 | 2,147 | 0.0% | 0.0% | 99 | +22,348 | 316.81% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 28,323 | 2,141 | 0.01% | 0.01% | 100 | +867 | 3.16% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 27,452 | 2,075 | 0.0% | 0.0% | 101 | -47 | -0.17% | Q1 2026 | May 12, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 26,462 | 2,001 | 0.15% | 0.16% | 102 | -2,989 | -10.15% | Q1 2026 | May 14, 2026 |
| NUANCE INVESTMENTS, LLC | History | New | 25,872 | 1,956 | 0.27% | — | 103 | +25,872 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 25,052 | 1,894 | 0.0% | 0.0% | 104 | -3,928 | -13.55% | Q1 2026 | May 08, 2026 |
| Legato Capital Management LLC | History | Added to | 24,343 | 1,840 | 0.17% | 0.06% | 105 | +14,911 | 158.09% | Q1 2026 | May 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 24,195 | 1,829 | 0.01% | 0.01% | 106 | -3,783 | -13.52% | Q1 2026 | May 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 24,062 | 1,819 | 0.03% | 0.02% | 107 | +8,206 | 51.75% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 23,895 | 1,806 | 0.02% | 0.04% | 108 | -19,777 | -45.29% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,969 | 1,782 | 0.0% | 0.0% | 109 | +1,144 | 5.24% | Q1 2026 | Apr 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 23,326 | 1,763 | 0.0% | — | 110 | +23,326 | New | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 21,715 | 1,642 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 21,532 | 1,628 | 0.01% | 0.01% | 112 | +288 | 1.36% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 21,053 | 1,592 | 0.14% | 0.09% | 113 | -5,031 | -19.29% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,968 | 1,585 | 0.0% | 0.0% | 114 | +10,966 | 109.64% | Q1 2026 | May 15, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 20,917 | 1,581 | 0.03% | — | 115 | +20,917 | New | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,654 | 1,561 | 0.0% | 0.0% | 116 | +3,989 | 23.94% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 20,344 | 1,538 | 0.02% | 0.02% | 117 | -601 | -2.87% | Q1 2026 | Apr 20, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 19,936 | 1,507 | 0.09% | — | 118 | +19,936 | New | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 19,678 | 1,488 | 0.02% | 0.02% | 119 | -1,078 | -5.19% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,559 | 1,479 | 0.0% | 0.0% | 120 | +4,025 | 25.91% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,288 | 1,383 | 0.0% | 0.0% | 121 | +6,388 | 53.68% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 17,861 | 1,350 | 0.0% | 0.0% | 122 | -4,267 | -19.28% | Q1 2026 | May 15, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 17,740 | 1,341 | 0.05% | 0.05% | 123 | -253 | -1.41% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,441 | 1,318 | 0.0% | 0.0% | 124 | -460 | -2.57% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 17,345 | 1,311 | 0.0% | 0.01% | 125 | -1,921 | -9.97% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 17,200 | 1,300 | 0.02% | 0.02% | 126 | -500 | -2.82% | Q1 2026 | Apr 20, 2026 |
| Graham Capital Management, L.P. | History | Added to | 16,975 | 1,283 | 0.03% | 0.02% | 127 | +4,956 | 41.23% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 16,860 | 1,274 | 0.0% | 0.0% | 128 | -2,609 | -13.4% | Q1 2026 | May 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 16,825 | 1,272 | 0.01% | 0.01% | 129 | -798 | -4.53% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,496 | 1,248 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 15,519 | 1,174 | 0.0% | 0.0% | 131 | +654 | 4.4% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 15,443 | 1,167 | 0.0% | — | 132 | +15,443 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 15,300 | 1,156 | 0.0% | 0.0% | 133 | +400 | 2.68% | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 15,185 | 1,148 | 0.0% | — | 135 | +15,185 | New | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Reduced | 15,183 | 1,148 | 0.06% | 0.09% | 134 | -10,098 | -39.94% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,973 | 1,132 | 0.0% | 0.0% | 136 | +14 | 0.09% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 14,952 | 1,130 | 0.0% | 0.0% | 137 | +486 | 3.36% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 14,806 | 1,119 | 0.0% | 0.0% | 139 | +4,703 | 46.55% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Added to | 14,800 | 1,119 | 0.0% | 0.0% | 138 | +2,600 | 21.31% | Q1 2026 | Apr 28, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 14,714 | 1,112 | 0.01% | 0.01% | 140 | -6,081 | -29.24% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 14,640 | 1,107 | 0.05% | — | 141 | +14,640 | New | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,960 | 1,055 | 0.0% | 0.0% | 142 | -1,265 | -8.31% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,940 | 1,054 | 0.0% | 0.0% | 143 | -2,468 | -15.04% | Q1 2026 | May 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 13,071 | 988 | 0.08% | 0.07% | 144 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 12,958 | 980 | 0.23% | 0.18% | 145 | +1,955 | 17.77% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | Reduced | 12,770 | 965 | 0.1% | 0.09% | 146 | -406 | -3.08% | Q1 2026 | Apr 21, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 12,415 | 938 | 0.24% | 0.17% | 147 | +2,013 | 19.35% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,313 | 931 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 12,239 | 925 | 0.01% | 0.01% | 149 | -2,042 | -14.3% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | New | 12,086 | 913 | 0.03% | — | 150 | +12,086 | New | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 11,821 | 893 | 0.05% | 0.05% | 151 | +627 | 5.6% | Q1 2026 | May 13, 2026 |
| Wolfstich Capital, LLC | History | New | 11,582 | 888 | 0.78% | — | 152 | +11,582 | New | Q1 2026 | Apr 21, 2026 |
| Horizon Investments, LLC | History | New | 11,688 | 883 | 0.01% | — | 153 | +11,688 | New | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,144 | 843 | 0.01% | 0.01% | 154 | -51 | -0.46% | Q1 2026 | May 08, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 10,800 | 816 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 10,633 | 804 | 0.0% | 0.0% | 156 | -132 | -1.23% | Q1 2026 | May 01, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,474 | 792 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,324 | 780 | 0.01% | 0.01% | 158 | -153 | -1.46% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,257 | 775 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,083 | 762 | 0.0% | 0.0% | 160 | +9,824 | 3793.05% | Q1 2026 | May 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 10,035 | 758 | 0.0% | 0.0% | 161 | +24 | 0.24% | Q1 2026 | May 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 9,791 | 740 | 0.01% | 0.01% | 162 | +1,848 | 23.27% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 9,740 | 736 | 0.0% | 0.0% | 163 | +9,520 | 4327.27% | Q1 2026 | May 08, 2026 |
| QSV Equity Investors LLC | History | No change | 10,039 | 727 | 1.08% | 1.08% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,613 | 726 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,433 | 713 | 0.01% | 0.01% | 166 | -7,104 | -42.96% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 9,753 | 706 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,307 | 703 | 0.0% | 0.0% | 168 | +1,986 | 27.13% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,212 | 697 | 0.0% | 0.0% | 169 | +35 | 0.38% | Q1 2026 | Apr 30, 2026 |
| Ethic Inc. | History | Reduced | 9,013 | 681 | 0.01% | 0.02% | 170 | -5,350 | -37.25% | Q1 2026 | Apr 27, 2026 |
| Tidal Investments LLC | History | Added to | 8,944 | 676 | 0.0% | 0.0% | 171 | +856 | 10.58% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 8,849 | 669 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Added to | 8,441 | 638 | 0.01% | 0.01% | 173 | +1,324 | 18.6% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,350 | 631 | 0.0% | 0.0% | 174 | -882 | -9.55% | Q1 2026 | May 13, 2026 |
| Odyssean, LLC | History | New | 8,235 | 622 | 0.23% | — | 176 | +8,235 | New | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 8,228 | 622 | 0.06% | 0.05% | 175 | +1,082 | 15.14% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,219 | 621 | 0.0% | 0.0% | 177 | -905 | -9.92% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,011 | 605 | 0.0% | 0.0% | 178 | -1,143 | -12.49% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | New | 7,973 | 602 | 0.01% | — | 179 | +7,973 | New | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | Added to | 7,955 | 601 | 0.0% | 0.0% | 180 | +68 | 0.86% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 7,912 | 598 | 0.01% | 0.05% | 181 | -20,885 | -72.52% | Q1 2026 | Apr 27, 2026 |
| Kennondale Capital Management LLC | History | No change | 7,912 | 598 | 0.43% | 0.42% | 182 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Walleye Capital LLC | History | New | 7,891 | 596 | 0.0% | — | 183 | +7,891 | New | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 7,788 | 593 | 0.0% | 0.0% | 184 | -15,282 | -66.24% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Reduced | 7,817 | 591 | 0.0% | 0.0% | 185 | -787 | -9.15% | Q1 2026 | May 11, 2026 |
| First Pacific Financial | History | Added to | 7,627 | 576 | 0.07% | 0.07% | 186 | +46 | 0.61% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,526 | 569 | 0.01% | 0.01% | 187 | +463 | 6.56% | Q1 2026 | Apr 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,467 | 564 | 0.0% | 0.0% | 188 | -728 | -8.88% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,431 | 561 | 0.0% | 0.0% | 189 | +657 | 9.7% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 7,408 | 560 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Reduced | 7,381 | 558 | 0.0% | 0.0% | 191 | -895 | -10.81% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,318 | 553 | 0.0% | 0.0% | 192 | +900 | 14.02% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 7,619 | 552 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,240 | 551 | 0.01% | 0.0% | 194 | +1,957 | 37.04% | Q1 2026 | Apr 07, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 7,201 | 544 | 0.0% | 0.05% | 195 | -730,838 | -99.02% | Q1 2026 | Apr 22, 2026 |
| Quadrature Capital Ltd | History | New | 7,065 | 534 | 0.01% | — | 196 | +7,065 | New | Q1 2026 | May 15, 2026 |
| King Wealth Management Group | History | No change | 7,000 | 529 | 0.07% | 0.06% | 197 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Inspire Investing, LLC | History | Added to | 6,904 | 522 | 0.04% | 0.04% | 198 | +340 | 5.18% | Q1 2026 | Apr 23, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 6,915 | 522 | 0.12% | 0.11% | 199 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,689 | 505 | 0.0% | 0.0% | 200 | -152 | -2.22% | Q1 2026 | May 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 6,687 | 505 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 6,618 | 500 | 0.0% | 0.0% | 202 | +3,350 | 102.51% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 6,390 | 483 | 0.0% | 0.0% | 204 | -66 | -1.02% | Q1 2026 | May 15, 2026 |
| Fruth Investment Management | History | No change | 6,400 | 483 | 0.12% | 0.12% | 203 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ELCO Management Co., LLC | History | Added to | 6,297 | 476 | 0.23% | 0.2% | 205 | +1,967 | 45.43% | Q1 2026 | Apr 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6,161 | 466 | 0.04% | 0.0% | 206 | +6,016 | 4148.97% | Q1 2026 | Apr 28, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 6,164 | 466 | 0.0% | 0.0% | 207 | -152 | -2.41% | Q1 2026 | May 13, 2026 |
| Financial Advisors Network, Inc. | History | No change | 6,006 | 454 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 5,938 | 449 | 0.0% | 0.0% | 209 | -4,400 | -42.56% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 5,900 | 446 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,880 | 445 | 0.0% | 0.0% | 211 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 5,868 | 443 | 0.0% | 0.0% | 212 | -6,618 | -53.0% | Q1 2026 | May 15, 2026 |
| Rodgers Brothers Inc. | History | New | 5,850 | 442 | 0.05% | — | 213 | +5,850 | New | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Added to | 5,744 | 434 | 0.0% | 0.0% | 216 | +2,352 | 69.34% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,740 | 434 | 0.0% | 0.0% | 215 | +23 | 0.4% | Q1 2026 | Apr 15, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 6,000 | 434 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,333 | 403 | 0.01% | 0.01% | 217 | +2 | 0.04% | Q1 2026 | May 13, 2026 |
| CIM, LLC | History | No change | 5,247 | 396 | 0.06% | 0.05% | 218 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,147 | 389 | 0.01% | 0.01% | 219 | -437 | -7.83% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,121 | 387 | 0.0% | 0.0% | 220 | -9 | -0.18% | Q1 2026 | Apr 29, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,955 | 374 | 0.0% | 0.0% | 221 | +909 | 22.47% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,895 | 370 | 0.0% | 0.0% | 222 | +582 | 13.49% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,854 | 367 | 0.0% | 0.0% | 223 | +805 | 19.88% | Q1 2026 | May 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,803 | 363 | 0.17% | 0.16% | 224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,516 | 341 | 0.01% | 0.0% | 225 | +3,484 | 337.6% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 4,513 | 341 | 0.0% | 0.0% | 226 | +1,457 | 47.68% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,471 | 338 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,430 | 334 | 0.0% | 0.0% | 228 | +5 | 0.11% | Q1 2026 | May 07, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 4,387 | 331 | 0.0% | — | 229 | +4,387 | New | Q1 2026 | May 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 4,374 | 330 | 0.0% | 0.0% | 230 | +130 | 3.06% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,303 | 325 | 0.0% | — | 232 | +4,303 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 4,486 | 325 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | New | 4,292 | 324 | 0.0% | — | 233 | +4,292 | New | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 4,197 | 317 | 0.01% | 0.02% | 234 | -3,716 | -46.96% | Q1 2026 | May 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 4,186 | 316 | 0.01% | — | 235 | +4,186 | New | Q1 2026 | Apr 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 4,137 | 313 | 0.02% | 0.02% | 236 | +1,222 | 41.92% | Q1 2026 | May 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 4,076 | 308 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 4,062 | 307 | 0.01% | 0.01% | 238 | -381 | -8.58% | Q1 2026 | Apr 20, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 3,856 | 291 | 0.08% | 0.08% | 239 | +25 | 0.65% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,861 | 289 | 0.0% | 0.0% | 240 | +1,047 | 37.21% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | No change | 3,645 | 276 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 3,640 | 275 | 0.02% | 0.02% | 242 | -640 | -14.95% | Q1 2026 | Apr 28, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,615 | 273 | 0.0% | 0.0% | 243 | -30 | -0.82% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Reduced | 3,504 | 264 | 0.0% | 0.0% | 244 | -429 | -10.91% | Q1 2026 | May 12, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 3,500 | 264 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,475 | 262 | 0.01% | 0.01% | 246 | -874 | -20.1% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,453 | 261 | 0.0% | 0.0% | 247 | +420 | 13.85% | Q1 2026 | Jun 02, 2026 |
| Blankinship & Foster, LLC | History | No change | 3,463 | 261 | 0.06% | 0.05% | 248 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| XTX Topco Ltd | History | Reduced | 3,415 | 258 | 0.0% | 0.01% | 250 | -1,022 | -23.03% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,416 | 258 | 0.0% | 0.0% | 249 | +94 | 2.83% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 3,330 | 251 | 0.0% | 0.0% | 251 | -9 | -0.27% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 3,310 | 250 | 0.0% | 0.0% | 252 | +200 | 6.43% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,309 | 250 | 0.0% | 0.0% | 253 | +17 | 0.52% | Q1 2026 | Apr 20, 2026 |
| Curi Capital, LLC | History | New | 3,250 | 245 | 0.0% | — | 254 | +3,250 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,237 | 244 | 0.0% | 0.0% | 256 | +85 | 2.7% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,234 | 244 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 3,200 | 241 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 3,174 | 240 | 0.01% | 0.01% | 258 | +25 | 0.79% | Q1 2026 | Apr 06, 2026 |
| Redmond Asset Management, LLC | History | No change | 3,150 | 238 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | New | 3,146 | 237 | 0.01% | — | 260 | +3,146 | New | Q1 2026 | Apr 17, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,235 | 234 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,081 | 232 | 0.0% | — | 263 | +3,081 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,076 | 232 | 0.0% | 0.0% | 262 | -1,255 | -28.98% | Q1 2026 | May 04, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 3,032 | 229 | 0.01% | 0.01% | 264 | -1,761 | -36.74% | Q1 2026 | May 11, 2026 |
| SlateStone Wealth, LLC | History | No change | 3,000 | 227 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,000 | 226 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,950 | 223 | 0.0% | 0.01% | 267 | -476 | -13.89% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,919 | 220 | 0.0% | 0.0% | 269 | -65 | -2.18% | Q1 2026 | May 11, 2026 |
| Vision Capital Management, Inc. | History | No change | 2,921 | 220 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Modera Wealth Management, LLC | History | New | 2,895 | 218 | 0.0% | — | 270 | +2,895 | New | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 2,826 | 213 | 0.0% | — | 271 | +2,826 | New | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,797 | 211 | 0.0% | — | 272 | +2,797 | New | Q1 2026 | May 12, 2026 |
| IFM Investors Pty Ltd | History | New | 2,710 | 204 | 0.0% | — | 273 | +2,710 | New | Q1 2026 | Apr 23, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 2,573 | 194 | 0.01% | 0.0% | 274 | +2,480 | 2666.67% | Q1 2026 | May 07, 2026 |
| WFA of San Diego, LLC | History | No change | 2,411 | 182 | 0.15% | 0.13% | 275 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,401 | 181 | 0.04% | 0.04% | 276 | +8 | 0.33% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,329 | 176 | 0.0% | 0.0% | 277 | -21 | -0.89% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,256 | 170 | 0.0% | 0.0% | 278 | +1,066 | 89.58% | Q1 2026 | May 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,000 | 151 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Front Row Advisors LLC | History | No change | 2,000 | 151 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,662 | 125 | 0.0% | 0.0% | 281 | -25 | -1.48% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 1,588 | 120 | 0.0% | 0.0% | 282 | +480 | 43.32% | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,537 | 116 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,471 | 112 | 0.0% | 0.01% | 284 | -1,941 | -56.89% | Q1 2026 | May 15, 2026 |
| Asset Planning,Inc | History | No change | 1,450 | 109 | 0.08% | 0.07% | 285 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,348 | 97 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,255 | 94 | 0.0% | 0.0% | 287 | +222 | 21.49% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,300 | 94 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,250 | 94 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 989 | 74 | 0.0% | — | 290 | +989 | New | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 965 | 72 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 935 | 70 | 0.0% | 0.0% | 292 | -1 | -0.11% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 925 | 69 | 0.0% | 0.0% | 293 | +382 | 70.35% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 846 | 66 | 0.02% | 0.02% | 294 | +347 | 69.54% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 882 | 66 | 0.02% | 0.02% | 295 | -240 | -21.39% | Q1 2026 | May 21, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 872 | 65 | 0.03% | 0.03% | 296 | +32 | 3.81% | Q1 2026 | May 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 815 | 61 | 0.03% | 0.03% | 297 | +6 | 0.74% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 832 | 60 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | Reduced | 721 | 54 | 0.03% | 0.07% | 299 | -814 | -53.03% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 688 | 52 | 0.04% | 0.05% | 300 | -632 | -47.88% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 659 | 49 | 0.0% | 0.0% | 301 | +400 | 154.44% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 640 | 48 | 0.0% | 0.0% | 302 | +91 | 16.58% | Q1 2026 | Apr 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 628 | 47 | 0.0% | 0.0% | 303 | +4 | 0.64% | Q1 2026 | May 01, 2026 |
| Plato Investment Management Ltd | History | No change | 624 | 47 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 611 | 46 | 0.0% | 0.0% | 306 | -331 | -35.14% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 613 | 46 | 0.0% | 0.0% | 307 | +247 | 67.49% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 611 | 46 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Motiv8 Investments LLC | History | No change | 625 | 45 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 536 | 41 | 0.0% | 0.0% | 310 | -531 | -49.77% | Q1 2026 | May 01, 2026 |
| FEDERATED HERMES, INC. | History | No change | 549 | 41 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 500 | 37 | 0.0% | — | 311 | +500 | New | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 430 | 32 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 414 | 31 | 0.0% | 0.0% | 313 | +17 | 4.28% | Q1 2026 | Apr 07, 2026 |
| State of Wyoming | History | Reduced | 408 | 30 | 0.0% | 0.0% | 314 | -1 | -0.24% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 380 | 28 | 0.0% | 0.0% | 315 | -13 | -3.31% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 368 | 27 | 0.0% | 0.0% | 316 | -250 | -40.45% | Q1 2026 | Apr 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 362 | 27 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 351 | 26 | 0.0% | 0.0% | 318 | +158 | 81.87% | Q1 2026 | May 07, 2026 |
| Kemnay Advisory Services Inc. | History | New | 321 | 24 | 0.0% | — | 320 | +321 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 326 | 24 | 0.0% | 0.0% | 319 | +118 | 56.73% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 309 | 23 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 301 | 22 | 0.0% | 0.0% | 322 | +205 | 213.54% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 234 | 17 | 0.0% | 0.0% | 324 | -187 | -44.42% | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 229 | 17 | 0.0% | 0.01% | 325 | -42 | -15.5% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | Added to | 235 | 17 | 0.0% | 0.0% | 323 | +32 | 15.76% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 219 | 16 | 0.0% | 0.0% | 326 | -90 | -29.13% | Q1 2026 | May 11, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 15 | 0.0% | 0.0% | 327 | -400 | -66.67% | Q1 2026 | May 12, 2026 |
| Pflug Koory, LLC | History | No change | 201 | 15 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BAYBAN | History | No change | 200 | 15 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wall Street Financial Group, Inc. | History | New | 161 | 12 | 0.01% | — | 331 | +161 | New | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 175 | 12 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 156 | 11 | 0.0% | 0.0% | 332 | -26 | -14.29% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Reduced | 155 | 11 | 0.0% | 0.0% | 333 | -5 | -3.13% | Q1 2026 | Apr 27, 2026 |
| SWAN Capital LLC | History | No change | 150 | 11 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 143 | 10 | 0.0% | — | 336 | +143 | New | Q1 2026 | May 19, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 142 | 10 | 0.0% | — | 337 | +142 | New | Q1 2026 | May 08, 2026 |
| Quent Capital, LLC | History | No change | 140 | 10 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Redwood Park Advisors LLC | History | Added to | 113 | 8 | 0.01% | 0.01% | 338 | +1 | 0.89% | Q1 2026 | May 04, 2026 |
| Quarry LP | History | Reduced | 99 | 7 | 0.0% | 0.0% | 341 | -179 | -64.39% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 7 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 100 | 7 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| NATIXIS | History | Reduced | 85 | 6 | 0.0% | 0.0% | 342 | -3 | -3.41% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 70 | 5 | 0.0% | 0.0% | 345 | -164 | -70.09% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 77 | 5 | 0.0% | 0.0% | 343 | -36 | -31.86% | Q1 2026 | Apr 13, 2026 |
| High Note Wealth, LLC | History | Reduced | 71 | 5 | 0.0% | 0.0% | 344 | -17 | -19.32% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 59 | 4 | 0.0% | 0.0% | 346 | +38 | 180.95% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 47 | 3 | 0.0% | 0.01% | 348 | -1,165 | -96.12% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 40 | 3 | 0.0% | — | 349 | +40 | New | Q1 2026 | Apr 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 36 | 2 | 0.0% | 0.0% | 350 | -200 | -84.75% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | New | 38 | 2 | 0.0% | — | 355 | +38 | New | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 36 | 2 | 0.0% | — | 356 | +36 | New | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 29 | 2 | 0.0% | 0.0% | 352 | +12 | 70.59% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 39 | 2 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 357 | -51 | -72.86% | Q1 2026 | May 06, 2026 |
| Bare Financial Services, Inc | History | Reduced | 18 | 1 | 0.0% | 0.0% | 362 | -34 | -65.38% | Q1 2026 | May 14, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 19 | 1 | 0.0% | — | 368 | +19 | New | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 358 | -12 | -38.71% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 23 | 1 | 0.0% | 0.0% | 361 | +9 | 64.29% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 24 | 1 | 0.0% | 0.0% | 360 | -6 | -20.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 25 | 1 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sankala Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -72,218 | -100.0% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -43,348 | -100.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,193 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,712 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,462 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,780 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,574 | -100.0% | Q1 2026 | May 14, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.01% | — | -5,288 | -100.0% | Q1 2026 | May 21, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,268 | -100.0% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,515 | -100.0% | Q1 2026 | May 14, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,300 | -100.0% | Q1 2026 | May 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,110 | -100.0% | Q1 2026 | May 28, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,855 | -100.0% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,787 | -100.0% | Q1 2026 | Apr 24, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | Closed out | 0 | 0 | — | 0.05% | — | -2,780 | -100.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -917 | -100.0% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -786 | -100.0% | Q1 2026 | May 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 11, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Ulland Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -26 | -83.87% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 7 | 0 | — | 0.0% | — | -21 | -75.0% | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -4 | -28.57% | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 8 | 0 | — | — | — | -3 | -27.27% | Q1 2026 | Apr 24, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Prestige Wealth Management Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | May 07, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | Apr 29, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| FIRST HORIZON CORP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |