Beacon Financial Corp - BBT
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 12,181,721 | 365,451 | 0.01% | 0.01% | 1 | -181,314 | -1.47% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 9,603,540 | 253,245 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,133,932 | 154,017 | 0.01% | — | 3 | +5,133,932 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 5,111,881 | 153,356 | 0.06% | 0.01% | 4 | +4,454,888 | 678.07% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,818,522 | 144,552 | 0.03% | 0.03% | 5 | -56,989 | -1.17% | Q1 2026 | May 07, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 4,770,552 | 143,116 | 0.48% | 0.44% | 6 | -107,828 | -2.21% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 4,753,986 | 142,619 | 0.0% | 0.0% | 7 | -300,054 | -5.94% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,766,184 | 112,985 | 0.0% | — | 8 | +3,766,184 | New | Q1 2026 | May 15, 2026 |
| Azora Capital LP | History | Added to | 3,137,941 | 94,138 | 6.19% | 5.2% | 9 | +4,890 | 0.16% | Q1 2026 | May 15, 2026 |
| HoldCo Asset Management, LP | History | No change | 2,061,000 | 61,830 | 4.6% | 4.09% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,044,360 | 61,342 | 0.0% | 0.0% | 11 | +60,789 | 3.06% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 2,015,022 | 60,450 | 0.39% | 0.24% | 12 | -255,460 | -11.25% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 1,825,962 | 54,778 | 0.08% | 0.08% | 13 | -210,866 | -10.35% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,423,076 | 42,692 | 0.0% | 0.0% | 14 | +147,797 | 11.59% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,336,199 | 40,086 | 0.0% | 0.0% | 15 | -229,605 | -14.66% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,203,607 | 36,108 | 0.01% | 0.01% | 16 | -134,062 | -10.02% | Q1 2026 | May 14, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,127,856 | 33,835 | 0.78% | 0.71% | 17 | -12,773 | -1.12% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,090,223 | 32,706 | 0.0% | 0.0% | 18 | -28,118 | -2.51% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 861,383 | 25,841 | 0.01% | 0.0% | 19 | +147,280 | 20.62% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 826,479 | 24,794 | 0.0% | 0.0% | 20 | +6,080 | 0.74% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 800,820 | 24,024 | 0.01% | 0.01% | 21 | -89,324 | -10.03% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 628,705 | 18,861 | 0.02% | 0.02% | 22 | +63,100 | 11.16% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 626,104 | 18,783 | 0.0% | 0.0% | 23 | +13,249 | 2.16% | Q1 2026 | May 15, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 623,747 | 18,712 | 10.06% | 11.26% | 24 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 570,440 | 17,113 | 0.03% | 0.03% | 25 | -226,718 | -28.44% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 541,250 | 16,237 | 0.0% | — | 26 | +541,250 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 527,786 | 15,833 | 0.0% | 0.0% | 27 | -15,898 | -2.92% | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 527,146 | 15,814 | 0.32% | 0.28% | 28 | +19,260 | 3.79% | Q1 2026 | May 15, 2026 |
| Ategra Capital Management, LLC | History | No change | 511,288 | 15,338 | 7.62% | 6.41% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 469,780 | 14,093 | 0.04% | 0.04% | 30 | -30,962 | -6.18% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 444,135 | 13,324 | 0.0% | 0.0% | 31 | -3,468 | -0.77% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 423,682 | 12,710 | 0.0% | 0.0% | 32 | -289,807 | -40.62% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 407,331 | 12,219 | 0.01% | 0.01% | 33 | +7,443 | 1.86% | Q1 2026 | May 04, 2026 |
| Bayview Asset Management, LLC | History | Reduced | 394,828 | 11,844 | 4.56% | 3.32% | 34 | -150,000 | -27.53% | Q1 2026 | May 15, 2026 |
| Glendon Capital Management LP | History | No change | 381,184 | 11,435 | 1.42% | 0.6% | 35 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 347,390 | 10,164 | 0.0% | 0.0% | 36 | -110,643 | -24.16% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 331,066 | 9,931 | 0.06% | — | 37 | +331,066 | New | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 317,591 | 9,527 | 0.09% | 0.08% | 38 | +737 | 0.23% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 299,859 | 8,995 | 0.03% | 0.03% | 39 | +9,485 | 3.27% | Q1 2026 | May 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 260,000 | 7,800 | 1.54% | 1.03% | 40 | +40,000 | 18.18% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 252,285 | 7,568 | 0.0% | 0.0% | 41 | +45 | 0.02% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 244,365 | 7,330 | 0.06% | 0.02% | 42 | +129,866 | 113.42% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 239,515 | 7,185 | 0.01% | 0.0% | 43 | +5,624 | 2.4% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 217,971 | 6,539 | 0.0% | 0.0% | 44 | -142,844 | -39.59% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 216,611 | 6,498 | 0.0% | 0.0% | 45 | +418 | 0.19% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 210,814 | 6,324 | 0.0% | 0.0% | 46 | -6,385 | -2.94% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 234,250 | 6,177 | 0.0% | 0.0% | 47 | +116,901 | 99.62% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | New | 201,027 | 6,031 | 0.09% | — | 48 | +201,027 | New | Q1 2026 | May 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Added to | 199,731 | 5,991 | 2.32% | 0.83% | 49 | +93,338 | 87.73% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 186,378 | 5,591 | 0.0% | 0.0% | 50 | -17,515 | -8.59% | Q1 2026 | May 08, 2026 |
| GRACE & WHITE INC /NY | History | No change | 186,349 | 5,590 | 0.99% | 0.88% | 51 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 181,363 | 5,441 | 0.1% | 0.12% | 52 | -79,962 | -30.6% | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Added to | 170,120 | 5,103 | 0.09% | 0.04% | 53 | +82,938 | 95.13% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 166,256 | 4,987 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Interval Partners, LP | History | New | 165,640 | 4,969 | 0.13% | — | 55 | +165,640 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 159,234 | 4,777 | 0.0% | 0.0% | 56 | -175,129 | -52.38% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 154,365 | 4,630 | 0.02% | 0.02% | 57 | -54,928 | -26.24% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 152,280 | 4,568 | 0.0% | 0.02% | 58 | -1,132,786 | -88.15% | Q1 2026 | May 14, 2026 |
| EJF Capital LP | History | Added to | 148,153 | 4,444 | 3.13% | 2.19% | 59 | +1,702 | 1.16% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 145,383 | 4,361 | 0.01% | 0.0% | 60 | +5,546 | 3.97% | Q1 2026 | Apr 27, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 121,323 | 3,639 | 0.03% | 0.02% | 61 | +17,298 | 16.63% | Q1 2026 | Apr 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 112,539 | 3,377 | 0.0% | 0.0% | 62 | +7,321 | 6.96% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 111,000 | 3,330 | 0.12% | 0.06% | 63 | +46,000 | 70.77% | Q1 2026 | Apr 21, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 110,760 | 3,322 | 0.29% | 0.04% | 64 | +79,864 | 258.49% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 101,810 | 3,054 | 0.0% | 0.0% | 65 | +21,870 | 27.36% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 100,000 | 3,000 | 0.03% | — | 66 | +100,000 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 90,432 | 2,712 | 0.0% | 0.0% | 67 | -38,452 | -29.83% | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 101,026 | 2,664 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 87,901 | 2,637 | 0.01% | 0.01% | 69 | -57,848 | -39.69% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 87,402 | 2,622 | 0.0% | 0.0% | 70 | +10,034 | 12.97% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 85,312 | 2,559 | 0.0% | 0.0% | 71 | +6,725 | 8.56% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 79,074 | 2,372 | 0.0% | 0.01% | 72 | -72,469 | -47.82% | Q1 2026 | May 01, 2026 |
| Artemis Investment Management LLP | History | Added to | 78,213 | 2,346 | 0.02% | 0.02% | 73 | +5,364 | 7.36% | Q1 2026 | Apr 13, 2026 |
| Cutler Capital Management, LLC | History | Added to | 77,238 | 2,317 | 0.63% | 0.53% | 74 | +8,055 | 11.64% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 75,902 | 2,277 | 0.0% | 0.0% | 75 | +28,920 | 61.56% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 74,597 | 2,237 | 0.0% | — | 76 | +74,597 | New | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 73,823 | 2,214 | 0.0% | 0.0% | 77 | -10,931 | -12.9% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 72,327 | 2,169 | 0.0% | 0.0% | 78 | +71,733 | 12076.26% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 71,832 | 2,155 | 0.0% | 0.0% | 79 | -7,350 | -9.28% | Q1 2026 | Apr 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 69,635 | 2,089 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 64,450 | 1,933 | 0.03% | — | 81 | +64,450 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 63,623 | 1,908 | 0.0% | 0.0% | 82 | +37,616 | 144.64% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 62,933 | 1,887 | 0.0% | 0.0% | 83 | +288 | 0.46% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 70,791 | 1,866 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 61,623 | 1,848 | 0.01% | 0.01% | 85 | -35 | -0.06% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 60,329 | 1,809 | 0.0% | 0.0% | 86 | +1,354 | 2.3% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 59,878 | 1,796 | 0.0% | — | 87 | +59,878 | New | Q1 2026 | May 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 57,848 | 1,735 | 0.0% | 0.0% | 88 | +10,341 | 21.77% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 56,806 | 1,704 | 0.0% | 0.0% | 89 | -124,798 | -68.72% | Q1 2026 | May 14, 2026 |
| Clarendon Private LLC | History | New | 50,920 | 1,527 | 1.17% | — | 90 | +50,920 | New | Q1 2026 | May 11, 2026 |
| Amundi | History | Added to | 49,819 | 1,494 | 0.0% | 0.0% | 91 | +29,636 | 146.84% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 49,671 | 1,490 | 0.0% | 0.0% | 92 | +14,821 | 42.53% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 48,566 | 1,456 | 0.05% | 0.04% | 93 | +4,454 | 10.1% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 45,574 | 1,367 | 0.01% | 0.01% | 94 | -2,274 | -4.75% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Added to | 45,531 | 1,365 | 0.04% | 0.03% | 95 | +1,564 | 3.56% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 44,634 | 1,339 | 0.02% | 0.01% | 96 | +1,280 | 2.95% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 43,381 | 1,300 | 0.01% | 0.01% | 97 | -1,349 | -3.02% | Q1 2026 | Apr 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 42,979 | 1,289 | 0.01% | 0.01% | 98 | -2,204 | -4.88% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 41,152 | 1,234 | 0.0% | 0.0% | 99 | +2,655 | 6.9% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 40,577 | 1,217 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 40,327 | 1,209 | 0.5% | 0.27% | 101 | +15,839 | 64.68% | Q1 2026 | May 15, 2026 |
| CM Management, LLC | History | Reduced | 40,000 | 1,200 | 1.0% | 1.07% | 102 | -8,300 | -17.18% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 39,083 | 1,172 | 0.0% | 0.0% | 103 | +380 | 0.98% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 37,691 | 1,130 | 0.01% | 0.0% | 104 | +13,927 | 58.61% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 37,636 | 1,129 | 0.0% | 0.0% | 105 | -60,500 | -61.65% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 37,200 | 1,116 | 0.02% | 0.02% | 106 | -1,200 | -3.13% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 36,954 | 1,108 | 0.0% | 0.0% | 107 | -199 | -0.54% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,294 | 1,089 | 0.0% | 0.0% | 108 | +1,906 | 5.54% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 36,282 | 1,088 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 36,059 | 1,081 | 0.02% | — | 110 | +36,059 | New | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 35,784 | 1,073 | 0.0% | 0.0% | 111 | +7,733 | 27.57% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 34,458 | 1,033 | 0.0% | 0.0% | 112 | -1,800 | -4.96% | Q1 2026 | Jun 02, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,023 | 990 | 0.0% | 0.0% | 113 | -162 | -0.49% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 31,467 | 944 | 0.01% | 0.01% | 114 | +3,174 | 11.22% | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 30,733 | 922 | 0.06% | — | 115 | +30,733 | New | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 29,860 | 895 | 0.04% | 0.04% | 116 | +1,956 | 7.01% | Q1 2026 | Apr 15, 2026 |
| DRW Securities, LLC | History | Added to | 29,806 | 894 | 0.01% | 0.01% | 117 | +13,780 | 85.99% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 29,718 | 892 | 0.0% | 0.0% | 118 | -18,749 | -38.68% | Q1 2026 | Apr 16, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 29,461 | 883 | 0.02% | — | 119 | +29,461 | New | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 28,658 | 859 | 0.0% | 0.0% | 120 | +16,091 | 128.04% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 28,288 | 848 | 0.0% | 0.0% | 121 | -200 | -0.7% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 28,224 | 846 | 0.0% | 0.0% | 122 | +17,924 | 174.02% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | New | 27,358 | 820 | 0.01% | — | 123 | +27,358 | New | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 26,924 | 807 | 0.0% | 0.0% | 124 | -718 | -2.6% | Q1 2026 | May 14, 2026 |
| PMC FIG Opportunities LLC | History | New | 26,196 | 785 | 1.21% | — | 125 | +26,196 | New | Q1 2026 | May 15, 2026 |
| Select Asset Management & Trust | History | No change | 26,101 | 783 | 0.24% | 0.21% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 26,219 | 782 | 0.0% | 0.0% | 127 | -24,510 | -48.32% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 24,359 | 730 | 0.03% | — | 128 | +24,359 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 24,122 | 724 | 0.01% | 0.0% | 129 | -39 | -0.16% | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 23,825 | 714 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 23,047 | 691 | 0.0% | 0.0% | 132 | -374 | -1.6% | Q1 2026 | May 01, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,058 | 691 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 23,056 | 691 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 23,003 | 690 | 0.0% | 0.02% | 134 | -92,566 | -80.1% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,376 | 671 | 0.0% | 0.0% | 135 | +385 | 1.75% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 22,297 | 668 | 0.01% | 0.01% | 136 | -184 | -0.82% | Q1 2026 | Apr 24, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | New | 22,100 | 663 | 0.38% | — | 137 | +22,100 | New | Q1 2026 | Apr 16, 2026 |
| XTX Topco Ltd | History | New | 21,689 | 650 | 0.01% | — | 138 | +21,689 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 21,500 | 645 | 0.0% | 0.0% | 139 | +3,664 | 20.54% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 20,783 | 623 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 20,727 | 621 | 0.0% | 0.0% | 141 | -46 | -0.22% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,498 | 614 | 0.0% | 0.0% | 142 | -321 | -1.54% | Q1 2026 | Apr 24, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 19,829 | 594 | 0.0% | — | 143 | +19,829 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 19,591 | 587 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Canton Hathaway, LLC | History | Reduced | 19,360 | 580 | 0.12% | 0.24% | 145 | -27,504 | -58.69% | Q1 2026 | Apr 24, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 19,127 | 573 | 0.01% | 0.01% | 146 | -100 | -0.52% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 18,718 | 561 | 0.0% | 0.0% | 147 | +700 | 3.89% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 18,559 | 556 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 18,422 | 552 | 0.01% | 0.01% | 149 | +111 | 0.61% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,683 | 500 | 0.0% | 0.0% | 150 | +2,347 | 16.37% | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Reduced | 16,663 | 499 | 0.08% | 0.08% | 151 | -425 | -2.49% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 18,900 | 498 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JMN Financial LLC | History | Reduced | 16,494 | 494 | 0.49% | 0.44% | 153 | -361 | -2.14% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 16,275 | 488 | 0.0% | 0.0% | 154 | +487 | 3.08% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 15,419 | 462 | 0.02% | 0.02% | 155 | -1,517 | -8.96% | Q1 2026 | May 08, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 15,229 | 456 | 0.47% | 0.37% | 156 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,869 | 446 | 0.0% | 0.0% | 157 | +354 | 2.44% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 14,893 | 446 | 0.01% | 0.01% | 158 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| MARSHALL WACE, LLP | History | New | 14,700 | 441 | 0.0% | — | 159 | +14,700 | New | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,536 | 436 | 0.0% | 0.01% | 160 | -182,130 | -92.61% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 14,069 | 422 | 0.0% | 0.0% | 161 | -13,402 | -48.79% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 14,057 | 421 | 0.01% | 0.0% | 162 | +561 | 4.16% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 13,929 | 417 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 13,525 | 405 | 0.0% | 0.0% | 164 | +624 | 4.84% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | New | 13,249 | 397 | 0.2% | — | 165 | +13,249 | New | Q1 2026 | May 13, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | New | 13,117 | 393 | 0.21% | — | 166 | +13,117 | New | Q1 2026 | May 07, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,978 | 389 | 0.0% | 0.0% | 167 | -3,238 | -19.97% | Q1 2026 | Apr 24, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 12,862 | 385 | 0.0% | 0.0% | 168 | -3,811 | -22.86% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 13,153 | 384 | 0.07% | 0.22% | 169 | -40,489 | -75.48% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,659 | 379 | 0.0% | 0.0% | 170 | +1,830 | 16.9% | Q1 2026 | May 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 12,654 | 379 | 0.01% | 0.01% | 171 | -204 | -1.59% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 12,336 | 370 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,114 | 363 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,969 | 359 | 0.0% | 0.0% | 174 | +354 | 3.05% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,611 | 348 | 0.0% | 0.0% | 175 | -443 | -3.68% | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 11,580 | 347 | 0.03% | 0.03% | 176 | -557 | -4.59% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,409 | 345 | 0.0% | 0.0% | 177 | +2,353 | 25.98% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,233 | 337 | 0.0% | 0.0% | 179 | -170 | -1.49% | Q1 2026 | Apr 22, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 12,800 | 337 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,170 | 335 | 0.0% | — | 180 | +11,170 | New | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 10,843 | 325 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,660 | 319 | 0.02% | 0.02% | 182 | -14 | -0.13% | Q1 2026 | Apr 16, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 10,626 | 318 | 0.0% | 0.0% | 183 | -9,922 | -48.29% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 10,424 | 312 | 0.0% | 0.0% | 184 | +8,168 | 362.06% | Q1 2026 | Apr 30, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 10,380 | 311 | 0.18% | 0.16% | 185 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Bank & Trust | History | Added to | 10,340 | 310 | 0.06% | 0.04% | 186 | +2,500 | 31.89% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | New | 9,929 | 297 | 0.01% | — | 188 | +9,929 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 9,915 | 297 | 0.0% | 0.0% | 187 | -79 | -0.79% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | New | 9,822 | 294 | 0.0% | — | 189 | +9,822 | New | Q1 2026 | May 04, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 9,705 | 291 | 0.0% | 0.0% | 190 | +947 | 10.81% | Q1 2026 | May 11, 2026 |
| Slocum, Gordon & Co LLP | History | No change | 9,696 | 290 | 0.2% | 0.18% | 191 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| STRS OHIO | History | Reduced | 9,600 | 288 | 0.0% | 0.0% | 192 | -19,800 | -67.35% | Q1 2026 | Apr 24, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 9,592 | 287 | 0.0% | 0.0% | 193 | +2 | 0.02% | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,457 | 283 | 0.0% | 0.0% | 194 | +243 | 2.64% | Q1 2026 | May 13, 2026 |
| Persistent Asset Partners Ltd | History | New | 9,354 | 280 | 0.1% | — | 195 | +9,354 | New | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,909 | 267 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 8,248 | 247 | 0.0% | — | 198 | +8,248 | New | Q1 2026 | May 15, 2026 |
| ELCO Management Co., LLC | History | New | 8,236 | 247 | 0.12% | — | 199 | +8,236 | New | Q1 2026 | Apr 23, 2026 |
| CIBC Asset Management Inc | History | Reduced | 8,259 | 247 | 0.0% | 0.0% | 197 | -225 | -2.65% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,087 | 242 | 0.0% | 0.0% | 200 | +90 | 1.13% | Q1 2026 | Apr 30, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,002 | 240 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,987 | 239 | 0.01% | 0.01% | 202 | -6,769 | -45.87% | Q1 2026 | Apr 24, 2026 |
| XPONANCE LLC | History | New | 7,889 | 236 | 0.0% | — | 204 | +7,889 | New | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 7,867 | 236 | 0.01% | 0.01% | 203 | +132 | 1.71% | Q1 2026 | Apr 15, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,844 | 235 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,089 | 234 | 0.0% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 7,604 | 228 | 0.05% | 0.04% | 207 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY TRUST CO | History | New | 7,478 | 224 | 0.0% | — | 208 | +7,478 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | New | 7,475 | 224 | 0.0% | — | 209 | +7,475 | New | Q1 2026 | May 14, 2026 |
| Neo Ivy Capital Management | History | New | 7,442 | 223 | 0.06% | — | 210 | +7,442 | New | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | New | 7,095 | 222 | 0.01% | — | 211 | +7,095 | New | Q1 2026 | May 12, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 7,340 | 220 | 0.14% | — | 212 | +7,340 | New | Q1 2026 | May 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 7,000 | 210 | 0.01% | — | 213 | +7,000 | New | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,966 | 208 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 6,860 | 205 | 0.0% | — | 215 | +6,860 | New | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | New | 6,682 | 200 | 0.01% | — | 216 | +6,682 | New | Q1 2026 | May 05, 2026 |
| South Dakota Investment Council | History | Reduced | 6,352 | 191 | 0.0% | 0.01% | 217 | -7,200 | -53.13% | Q1 2026 | May 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,071 | 182 | 0.0% | 0.0% | 218 | +2,519 | 70.92% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,549 | 166 | 0.0% | 0.0% | 219 | +702 | 14.48% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | No change | 5,375 | 161 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 5,031 | 160 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 5,422 | 159 | 0.0% | 0.0% | 222 | -427 | -7.3% | Q1 2026 | May 08, 2026 |
| EMC Capital Management | History | No change | 5,489 | 145 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,697 | 140 | 0.01% | 0.01% | 224 | +89 | 1.93% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,912 | 117 | 0.0% | 0.0% | 225 | -1,552 | -28.4% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 3,519 | 106 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,416 | 103 | 0.0% | 0.0% | 227 | +25 | 0.74% | Q1 2026 | Apr 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 3,339 | 100 | 0.0% | 0.0% | 228 | -11,211 | -77.05% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,211 | 96 | 0.0% | 0.0% | 229 | -1,347 | -29.55% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Added to | 3,220 | 96 | 0.0% | 0.0% | 230 | +325 | 11.23% | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,762 | 82 | 0.0% | 0.0% | 231 | -2,069 | -42.83% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,512 | 75 | 0.01% | 0.01% | 232 | +97 | 4.02% | Q1 2026 | Apr 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 2,337 | 70 | 0.02% | 0.02% | 233 | -1,055 | -31.1% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,112 | 63 | 0.0% | 0.0% | 234 | +899 | 74.11% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,909 | 57 | 0.0% | 0.0% | 235 | +293 | 18.13% | Q1 2026 | Apr 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,893 | 56 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,526 | 45 | 0.0% | 0.0% | 237 | +1,400 | 1111.11% | Q1 2026 | May 08, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,447 | 43 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,404 | 42 | 0.0% | 0.0% | 239 | -171 | -10.86% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 1,383 | 41 | 0.0% | 0.0% | 240 | +14 | 1.02% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,382 | 40 | 0.0% | 0.0% | 241 | -272 | -16.44% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,218 | 36 | 0.0% | 0.0% | 243 | -63 | -4.92% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,212 | 36 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,346 | 35 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,125 | 34 | 0.0% | 0.0% | 246 | +635 | 129.59% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,140 | 34 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,079 | 31 | 0.0% | 0.0% | 247 | +1,016 | 1612.7% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,042 | 31 | 0.0% | 0.0% | 248 | +175 | 20.18% | Q1 2026 | May 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,011 | 30 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Added to | 943 | 28 | 0.01% | 0.01% | 251 | +11 | 1.18% | Q1 2026 | May 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 945 | 28 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 771 | 23 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 728 | 22 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 709 | 21 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LRI Investments, LLC | History | Added to | 605 | 18 | 0.0% | 0.0% | 256 | +45 | 8.04% | Q1 2026 | Apr 30, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 613 | 18 | 0.0% | 0.01% | 255 | +4 | 0.66% | Q1 2026 | Apr 27, 2026 |
| Bayforest Capital Ltd | History | New | 591 | 17 | 0.02% | — | 257 | +591 | New | Q1 2026 | Apr 15, 2026 |
| Triumph Capital Management | History | No change | 504 | 15 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 490 | 14 | 0.0% | — | 262 | +490 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 483 | 14 | 0.0% | 0.0% | 260 | +5 | 1.05% | Q1 2026 | Apr 27, 2026 |
| Coastline Trust Co | History | No change | 491 | 14 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 540 | 14 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 410 | 12 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avalon Trust Co | History | New | 371 | 11 | 0.0% | — | 264 | +371 | New | Q1 2026 | May 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 348 | 10 | 0.0% | 0.0% | 267 | +75 | 27.47% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Added to | 366 | 10 | 0.0% | 0.0% | 266 | +25 | 7.33% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 336 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vision Retirement, LLC | History | No change | 309 | 9 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 258 | 7 | 0.0% | 0.0% | 269 | +32 | 14.16% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 265 | 7 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | New | 217 | 6 | 0.0% | — | 274 | +217 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 228 | 6 | 0.0% | 0.0% | 272 | +14 | 6.54% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 211 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 221 | 6 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Torren Management, LLC | History | Reduced | 148 | 4 | 0.0% | 0.02% | 275 | -1,188 | -88.92% | Q1 2026 | Apr 30, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 3 | 0.0% | 0.0% | 276 | -500 | -83.33% | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 110 | 3 | 0.0% | 0.0% | 279 | +66 | 150.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 120 | 3 | 0.0% | 0.0% | 278 | +39 | 48.15% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 129 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 84 | 2 | 0.0% | — | 284 | +84 | New | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 84 | 2 | 0.0% | 0.0% | 283 | +44 | 110.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 90 | 2 | 0.0% | 0.0% | 282 | -13 | -12.62% | Q1 2026 | Jun 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 67 | 2 | 0.0% | 0.0% | 280 | -3 | -4.29% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 59 | 1 | 0.0% | — | 288 | +59 | New | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 57 | 1 | 0.0% | — | 289 | +57 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 35 | 1 | 0.0% | — | 285 | +20 | 133.33% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 48 | 1 | 0.0% | 0.0% | 286 | -4 | -7.69% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -329,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.16% | — | -130,048 | -100.0% | Q1 2026 | May 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -69,985 | -100.0% | Q1 2026 | May 22, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -58,697 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -57,052 | -100.0% | Q1 2026 | May 18, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.04% | — | -50,710 | -100.0% | Q1 2026 | May 13, 2026 |
| North Reef Capital Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -50,344 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,895 | -100.0% | Q1 2026 | May 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.08% | — | -43,365 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,875 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,881 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1 | 0 | — | 0.01% | — | -27,611 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,119 | -100.0% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,852 | -100.0% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,282 | -100.0% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,529 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,132 | -100.0% | Q1 2026 | May 13, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,632 | -100.0% | Q1 2026 | Apr 27, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.11% | — | -10,318 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,246 | -100.0% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -8,964 | -100.0% | Q1 2026 | May 12, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,454 | -100.0% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,720 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -540 | -100.0% | Q1 2026 | May 08, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -119 | -79.87% | Q1 2026 | Apr 07, 2026 |
| PenderFund Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 11, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 06, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 27 | 0 | — | — | — | +11 | 68.75% | Q1 2026 | Apr 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 16 | 0 | — | — | — | +9 | 128.57% | Q1 2026 | Apr 21, 2026 |
| Covestor Ltd | History | Reduced | 7 | 0 | — | — | — | -3 | -30.0% | Q1 2026 | May 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |