Bausch Health Companies Inc. - BHC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PAULSON & CO. INC. | History | No change | 73,255,869 | 395,581 | 12.71% | 15.61% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | No change | 34,665,731 | 186,982 | 11.09% | 13.04% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 10,679,760 | 74,149 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,363,498 | 61,362 | 0.01% | 0.01% | 4 | +2,262,894 | 24.87% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 8,986,372 | 48,526 | 0.13% | 0.08% | 5 | +286,839 | 3.3% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 8,000,000 | 43,200 | 0.07% | 0.1% | 6 | -452,119 | -5.35% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 7,403,759 | 40,024 | 0.0% | — | 7 | +7,403,759 | New | Q1 2026 | May 15, 2026 |
| MFN Partners Management, LP | History | No change | 6,000,000 | 32,400 | 0.68% | 0.89% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,228,871 | 31,389 | 0.0% | 0.0% | 9 | +2,505,189 | 145.34% | Q1 2026 | May 15, 2026 |
| Kohlberg Kravis Roberts & Co. L.P. | History | No change | 5,235,000 | 28,269 | 0.53% | 0.58% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,207,966 | 28,123 | 0.0% | 0.0% | 11 | +64,325 | 1.25% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | No change | 5,000,000 | 27,000 | 0.17% | 0.21% | 12 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hudson Bay Capital Management LP | History | No change | 5,000,000 | 27,000 | 0.09% | 0.11% | 13 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 4,879,485 | 26,255 | 0.04% | 0.03% | 14 | +2,669,082 | 120.75% | Q1 2026 | May 13, 2026 |
| NORGES BANK | History | No change | 3,682,488 | 25,592 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Added to | 3,798,957 | 20,470 | 0.01% | 0.0% | 16 | +3,464,801 | 1036.88% | Q1 2026 | Apr 30, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,604,818 | 19,455 | 0.0% | 0.0% | 17 | +350,823 | 10.78% | Q1 2026 | May 07, 2026 |
| MACQUARIE GROUP LTD | History | No change | 3,250,000 | 17,550 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GENDELL JEFFREY L | History | Added to | 2,969,840 | 16,037 | 0.22% | 0.16% | 19 | +1,671,565 | 128.75% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,284,287 | 12,335 | 0.0% | 0.0% | 20 | -270,623 | -10.59% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 2,221,165 | 12,007 | 0.0% | — | 21 | +2,221,165 | New | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,209,567 | 11,906 | 0.0% | 0.0% | 22 | +163,830 | 8.01% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 1,703,511 | 9,198 | 0.26% | 0.38% | 23 | -189,384 | -10.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,590,371 | 8,588 | 0.0% | 0.0% | 24 | -612,824 | -27.82% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,578,161 | 8,522 | 0.01% | 0.02% | 25 | -84,519 | -5.08% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,575,772 | 8,509 | 0.01% | 0.02% | 26 | +143,581 | 10.03% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,059,939 | 7,366 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,350,262 | 7,291 | 0.01% | 0.01% | 28 | -9,478 | -0.7% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,220,300 | 6,589 | 0.01% | 0.02% | 29 | -101,800 | -7.7% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,195,217 | 6,461 | 0.0% | 0.01% | 30 | -1,528,438 | -56.12% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 1,190,670 | 6,429 | 0.03% | 0.0% | 31 | +1,152,286 | 3002.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,153,426 | 6,228 | 0.0% | 0.0% | 32 | +98,708 | 9.36% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 1,113,755 | 6,010 | 0.01% | 0.0% | 33 | +329,232 | 41.97% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,110,726 | 5,997 | 0.01% | 0.0% | 34 | +474,661 | 74.62% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,041,848 | 5,625 | 0.0% | 0.0% | 35 | +394,371 | 60.91% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 929,431 | 5,025 | 0.0% | 0.0% | 36 | +97,164 | 11.67% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 893,616 | 4,815 | 0.0% | 0.0% | 37 | +53,032 | 6.31% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 797,545 | 4,306 | 0.02% | 0.01% | 38 | +466,168 | 140.68% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 795,836 | 4,302 | 0.0% | — | 39 | +795,836 | New | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 748,743 | 4,043 | 0.04% | 0.06% | 40 | -125,709 | -14.38% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 683,997 | 3,693 | 0.0% | 0.01% | 41 | +28,942 | 4.42% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Added to | 670,366 | 3,619 | 0.02% | 0.01% | 42 | +180,925 | 36.97% | Q1 2026 | May 15, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | No change | 666,000 | 3,596 | 0.38% | 0.43% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIG North Trading, ULC | History | Added to | 633,600 | 3,421 | 0.07% | 0.06% | 44 | +195,300 | 44.56% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 623,059 | 3,368 | 0.0% | 0.0% | 45 | +474,503 | 319.41% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 621,755 | 3,357 | 0.0% | 0.01% | 46 | -1,058,874 | -63.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 584,125 | 3,154 | 0.0% | 0.0% | 47 | -923,433 | -61.25% | Q1 2026 | May 15, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 564,672 | 3,049 | 0.04% | 0.05% | 48 | +20,175 | 3.71% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 527,655 | 2,849 | 0.01% | 0.01% | 49 | -74,473 | -12.37% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 523,783 | 2,828 | 0.0% | 0.0% | 50 | +503,818 | 2523.51% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | No change | 514,160 | 2,775 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 491,168 | 2,655 | 0.0% | 0.0% | 52 | -318,476 | -39.34% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 384,856 | 2,639 | 0.0% | 0.03% | 53 | -4,931,695 | -92.76% | Q1 2026 | May 14, 2026 |
| Fore Capital, LLC | History | Added to | 470,000 | 2,538 | 1.57% | 0.55% | 54 | +230,000 | 95.83% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Reduced | 461,432 | 2,491 | 0.03% | 0.07% | 55 | -315,433 | -40.6% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 436,755 | 2,358 | 0.0% | 0.01% | 56 | -1,399,382 | -76.21% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 429,208 | 2,312 | 0.01% | 0.0% | 57 | +227,466 | 112.75% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 454,007 | 2,283 | 0.0% | 0.0% | 58 | +150,167 | 49.42% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 394,224 | 2,104 | 0.01% | 0.01% | 59 | +27,500 | 7.5% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 381,956 | 2,062 | 0.0% | 0.0% | 60 | -37,822 | -9.01% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | No change | 371,629 | 2,006 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 331,686 | 1,787 | 0.0% | 0.0% | 62 | -9,992 | -2.92% | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 320,391 | 1,731 | 0.0% | 0.0% | 63 | +9,476 | 3.05% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 250,795 | 1,351 | 0.0% | 0.0% | 64 | +8,626 | 3.56% | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 238,036 | 1,285 | 0.0% | 0.0% | 65 | +31,598 | 15.31% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 236,978 | 1,279 | 0.0% | 0.0% | 66 | -3,435 | -1.43% | Q1 2026 | May 15, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 225,137 | 1,217 | 0.01% | 0.01% | 67 | +85,527 | 61.26% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 223,247 | 1,206 | 0.0% | — | 68 | +223,247 | New | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 222,459 | 1,201 | 0.02% | 0.01% | 69 | +142,663 | 178.78% | Q1 2026 | Apr 20, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 217,305 | 1,171 | 0.0% | 0.0% | 70 | +46,136 | 26.95% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 210,898 | 1,138 | 0.0% | 0.0% | 71 | +157,662 | 296.16% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 210,877 | 1,136 | 0.0% | 0.0% | 72 | -214,986 | -50.48% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 198,729 | 1,073 | 0.0% | 0.0% | 73 | +20,122 | 11.27% | Q1 2026 | May 12, 2026 |
| Range Financial Group LLC | History | Added to | 193,925 | 1,047 | 0.35% | 0.42% | 74 | +17,929 | 10.19% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 191,358 | 1,033 | 0.01% | 0.0% | 75 | +121,200 | 172.75% | Q1 2026 | Apr 30, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 181,539 | 981 | 0.01% | 0.0% | 76 | +90,011 | 98.34% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 181,100 | 977 | 0.0% | 0.0% | 77 | -671,463 | -78.76% | Q1 2026 | May 12, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 175,100 | 946 | 0.03% | 0.02% | 78 | +74,600 | 74.23% | Q1 2026 | May 08, 2026 |
| Walleye Trading LLC | History | Reduced | 162,951 | 879 | 0.0% | 0.0% | 79 | -8,662 | -5.05% | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 157,050 | 848 | 0.0% | 0.0% | 80 | +115,790 | 280.63% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 149,262 | 806 | 0.0% | 0.0% | 81 | -190,051 | -56.01% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | Reduced | 147,314 | 793 | 0.01% | 0.02% | 82 | -189,398 | -56.25% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 144,532 | 780 | 0.0% | 0.0% | 83 | +8,457 | 6.21% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 138,418 | 747 | 0.0% | 0.0% | 84 | +59,703 | 75.85% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 136,310 | 736 | 0.0% | 0.0% | 85 | +2,280 | 1.7% | Q1 2026 | May 11, 2026 |
| WINTON GROUP Ltd | History | Added to | 131,178 | 708 | 0.02% | 0.01% | 86 | +82,321 | 168.49% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 129,806 | 700 | 0.0% | 0.0% | 87 | +56,708 | 77.58% | Q1 2026 | May 14, 2026 |
| Gifford Fong Associates | History | No change | 100,000 | 695 | 0.14% | 0.14% | 88 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LuminArx Capital Management LP | History | New | 125,000 | 675 | 0.5% | — | 89 | +125,000 | New | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 106,605 | 576 | 0.0% | — | 90 | +106,605 | New | Q1 2026 | May 01, 2026 |
| Trexquant Investment LP | History | Reduced | 106,294 | 573 | 0.0% | 0.01% | 91 | -127,193 | -54.48% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 104,696 | 565 | 0.01% | 0.01% | 92 | +11,978 | 12.92% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 104,425 | 563 | 0.01% | 0.03% | 93 | -107,806 | -50.8% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | Added to | 100,171 | 540 | 0.01% | 0.01% | 94 | +1,761 | 1.79% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 99,820 | 536 | 0.0% | 0.0% | 95 | -5,543 | -5.26% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Added to | 95,290 | 514 | 0.01% | 0.01% | 96 | +45,550 | 91.58% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 92,683 | 499 | 0.0% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 91,216 | 492 | 0.0% | 0.0% | 98 | -2,253 | -2.41% | Q1 2026 | May 15, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 90,000 | 486 | 0.09% | 0.18% | 99 | -108,500 | -54.66% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 88,971 | 479 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 88,700 | 478 | 0.0% | 0.0% | 101 | -18,600 | -17.33% | Q1 2026 | May 05, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 85,604 | 462 | 0.1% | 0.12% | 102 | -414 | -0.48% | Q1 2026 | Apr 21, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 84,095 | 454 | 0.01% | 0.02% | 103 | -50,890 | -37.7% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 80,492 | 434 | 0.0% | 0.0% | 104 | +19,094 | 31.1% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 77,982 | 421 | 0.0% | 0.0% | 105 | -20 | -0.03% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 76,631 | 413 | 0.0% | 0.0% | 106 | -67,473 | -46.82% | Q1 2026 | May 06, 2026 |
| Marex Group plc | History | Added to | 74,772 | 403 | 0.0% | 0.0% | 107 | +44,445 | 146.55% | Q1 2026 | May 13, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 72,956 | 393 | 0.06% | 0.09% | 110 | -7,766 | -9.62% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 72,711 | 393 | 0.0% | 0.0% | 108 | +3,180 | 4.57% | Q1 2026 | May 13, 2026 |
| Round Hill Asset Management | History | Reduced | 73,035 | 393 | 0.26% | 0.32% | 109 | -652 | -0.88% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 71,666 | 386 | 0.0% | 0.0% | 111 | +25,246 | 54.39% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | New | 70,624 | 381 | 0.0% | — | 112 | +70,624 | New | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 70,432 | 380 | 0.0% | 0.0% | 113 | +254 | 0.36% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Added to | 49,951 | 375 | 0.01% | 0.01% | 114 | +29,975 | 150.06% | Q1 2026 | Apr 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 66,159 | 357 | 0.0% | — | 115 | +66,159 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 62,111 | 335 | 0.0% | 0.0% | 116 | -39,230 | -38.71% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 61,594 | 332 | 0.0% | 0.0% | 117 | -21,945 | -26.27% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 60,518 | 326 | 0.0% | 0.0% | 118 | +3,357 | 5.87% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 58,521 | 316 | 0.0% | 0.0% | 119 | -35,175 | -37.54% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 56,000 | 302 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 54,169 | 291 | 0.0% | 0.0% | 121 | +2,114 | 4.06% | Q1 2026 | Apr 22, 2026 |
| Tidal Investments LLC | History | Added to | 53,593 | 289 | 0.0% | 0.0% | 122 | +3,128 | 6.2% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 53,139 | 287 | 0.0% | 0.0% | 123 | +7,114 | 15.46% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | No change | 50,045 | 270 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 49,088 | 264 | 0.0% | 0.0% | 125 | -6,576 | -11.81% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 48,600 | 262 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vontobel Holding Ltd. | History | Added to | 48,111 | 259 | 0.0% | 0.0% | 127 | +24,490 | 103.68% | Q1 2026 | May 08, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 46,797 | 252 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | No change | 44,215 | 238 | 0.02% | 0.03% | 129 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 43,212 | 233 | 0.01% | 0.01% | 130 | -16,772 | -27.96% | Q1 2026 | May 13, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | No change | 42,288 | 228 | 0.03% | 0.04% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BIGLARI CAPITAL CORP. | History | No change | 41,070 | 221 | 0.02% | 0.03% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 41,204 | 219 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 30,118 | 209 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 38,160 | 206 | 0.0% | 0.0% | 135 | +156 | 0.41% | Q1 2026 | May 04, 2026 |
| LVW Advisors, LLC | History | New | 38,090 | 205 | 0.02% | — | 137 | +38,090 | New | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | Added to | 38,120 | 205 | 0.0% | 0.0% | 136 | +7,070 | 22.77% | Q1 2026 | May 14, 2026 |
| Eschler Asset Management LLP | History | New | 37,506 | 202 | 0.2% | — | 139 | +37,506 | New | Q1 2026 | May 15, 2026 |
| Investment Management Corp of Ontario | History | Added to | 37,475 | 202 | 0.0% | 0.0% | 138 | +5,200 | 16.11% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 37,091 | 200 | 0.0% | 0.0% | 140 | -413 | -1.1% | Q1 2026 | May 05, 2026 |
| J. Safra Sarasin Holding AG | History | New | 35,190 | 190 | 0.0% | — | 141 | +35,190 | New | Q1 2026 | May 04, 2026 |
| State of Wyoming | History | Reduced | 33,606 | 181 | 0.02% | 0.05% | 142 | -25,621 | -43.26% | Q1 2026 | May 13, 2026 |
| First Growth Capital LLC | History | Reduced | 32,452 | 181 | 0.16% | 0.18% | 143 | -208 | -0.64% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 33,257 | 180 | 0.0% | 0.0% | 144 | +19,757 | 146.35% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 32,604 | 176 | 0.0% | 0.0% | 145 | +18,231 | 126.84% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 30,915 | 166 | 0.0% | 0.0% | 146 | -4,622 | -13.01% | Q1 2026 | Apr 15, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 29,791 | 160 | 0.01% | 0.01% | 147 | +17,001 | 132.92% | Q1 2026 | Apr 28, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 28,975 | 156 | 0.02% | — | 148 | +28,975 | New | Q1 2026 | Apr 09, 2026 |
| Amundi | History | Added to | 23,983 | 129 | 0.0% | 0.0% | 149 | +9,148 | 61.66% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 21,297 | 115 | 0.0% | 0.0% | 150 | +753 | 3.67% | Q1 2026 | May 06, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | New | 20,053 | 108 | 0.0% | — | 151 | +20,053 | New | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 20,042 | 108 | 0.0% | — | 152 | +20,042 | New | Q1 2026 | May 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 18,536 | 100 | 0.0% | 0.0% | 153 | -128,547 | -87.4% | Q1 2026 | May 15, 2026 |
| X-Square Capital, LLC | History | No change | 17,950 | 97 | 0.03% | 0.04% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Viewpoint Capital Management LLC | History | New | 17,900 | 96 | 0.04% | — | 156 | +17,900 | New | Q1 2026 | Apr 17, 2026 |
| Creative Planning | History | Reduced | 17,893 | 96 | 0.0% | 0.0% | 155 | -729 | -3.91% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | New | 17,560 | 94 | 0.0% | — | 158 | +17,560 | New | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | New | 17,492 | 94 | 0.06% | — | 157 | +17,492 | New | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,406 | 93 | 0.0% | 0.0% | 159 | -30,885 | -63.96% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | No change | 17,394 | 93 | 0.05% | 0.06% | 160 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,030 | 91 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Reduced | 16,753 | 90 | 0.04% | 0.17% | 162 | -43,983 | -72.42% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 16,213 | 87 | 0.0% | 0.01% | 163 | -307,874 | -95.0% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,278 | 87 | 0.0% | 0.0% | 164 | +520 | 3.3% | Q1 2026 | Apr 24, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 15,896 | 85 | 0.0% | 0.0% | 166 | +4,189 | 35.78% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 15,800 | 85 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 15,585 | 84 | 0.0% | 0.0% | 167 | -3,078 | -16.49% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 14,810 | 80 | 0.0% | 0.0% | 168 | +476 | 3.32% | Q1 2026 | Apr 16, 2026 |
| BFSG, LLC | History | Reduced | 14,905 | 80 | 0.01% | 0.01% | 169 | -190 | -1.26% | Q1 2026 | Apr 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 14,251 | 76 | 0.0% | — | 170 | +14,251 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,037 | 75 | 0.0% | 0.0% | 171 | -169 | -1.19% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 13,932 | 73 | 0.0% | 0.0% | 172 | +2,522 | 22.1% | Q1 2026 | May 13, 2026 |
| Marotta Asset Management | History | Reduced | 12,584 | 70 | 0.01% | 0.02% | 173 | -641 | -4.85% | Q1 2026 | Apr 27, 2026 |
| Scientech Research LLC | History | New | 12,358 | 66 | 0.06% | — | 174 | +12,358 | New | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | No change | 11,918 | 64 | 0.01% | 0.02% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 11,800 | 63 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clark Asset Management, LLC | History | No change | 11,628 | 62 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 10,951 | 59 | 0.04% | 0.05% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 9,960 | 54 | 0.0% | 0.0% | 180 | +8,492 | 578.47% | Q1 2026 | May 12, 2026 |
| Harbor Advisors LLC | History | No change | 10,000 | 54 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,000 | 54 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Alpha Wealth Funds, LLC | History | No change | 10,000 | 50 | 0.03% | 0.04% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nexus Investment Management ULC | History | No change | 8,500 | 45 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 7,040 | 38 | 0.0% | 0.0% | 184 | -2,024 | -22.33% | Q1 2026 | Apr 07, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 6,000 | 32 | 0.02% | 0.03% | 185 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 5,209 | 28 | 0.0% | 0.0% | 186 | -200 | -3.7% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,610 | 25 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Endure Capital Management, LLC | History | New | 42,700 | 23 | 0.02% | — | 188 | +42,700 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 4,000 | 21 | 0.0% | 0.0% | 189 | +2,000 | 100.0% | Q1 2026 | May 14, 2026 |
| Plato Investment Management Ltd | History | No change | 2,941 | 15 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,000 | 10 | 0.0% | — | 192 | +2,000 | New | Q1 2026 | May 07, 2026 |
| Activest Wealth Management | History | No change | 1,900 | 10 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 1,830 | 9 | 0.01% | — | 195 | +1,830 | New | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,732 | 9 | 0.0% | 0.0% | 194 | +125 | 7.78% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | No change | 1,770 | 9 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,586 | 8 | 0.0% | 0.0% | 196 | +11 | 0.7% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 1,450 | 7 | 0.0% | 0.0% | 197 | -431 | -22.91% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 1,300 | 7 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 1,000 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 873 | 4 | 0.0% | — | 200 | +873 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 600 | 3 | 0.0% | 0.0% | 201 | -2,428 | -80.18% | Q1 2026 | May 15, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 600 | 3 | 0.01% | — | 203 | +600 | New | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Added to | 600 | 3 | 0.0% | — | 202 | +457 | 319.58% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 538 | 2 | 0.0% | 0.0% | 204 | -1,211 | -69.24% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 440 | 2 | 0.0% | 0.0% | 205 | -375 | -46.01% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 372 | 2 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Stone House Investment Management, LLC | History | New | 332 | 1 | 0.0% | — | 217 | +332 | New | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 200 | 1 | 0.0% | — | 216 | +200 | New | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | Reduced | 356 | 1 | 0.0% | 0.0% | 207 | -142 | -28.51% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 321 | 1 | 0.0% | 0.0% | 209 | +125 | 63.78% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 233 | 1 | 0.0% | 0.0% | 211 | +85 | 57.43% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | No change | 335 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 270 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 201 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthCollab, LLC | History | No change | 268 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 188 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| McMillan Office, Inc. | History | No change | 300 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.13% | — | -1,270,000 | -100.0% | Q1 2026 | May 20, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -604,481 | -100.0% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -524,892 | -100.0% | Q1 2026 | May 04, 2026 |
| Third Point LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -350,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -296,903 | -100.0% | Q1 2026 | May 15, 2026 |
| Soviero Asset Management, LP | History | Closed out | 0 | 0 | — | 0.8% | — | -240,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.2% | — | -170,700 | -100.0% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -71,016 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -61,148 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -46,936 | -100.0% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -36,787 | -100.0% | Q1 2026 | May 12, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31,729 | -100.0% | Q1 2026 | May 13, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,639 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,127 | -100.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -20,679 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 126 | 0 | — | 0.03% | — | -19,990 | -99.37% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,740 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,872 | -100.0% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,067 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,473 | -100.0% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,431 | -100.0% | Q1 2026 | May 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -11,199 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,500 | -100.0% | Q1 2026 | May 08, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,069 | -100.0% | Q1 2026 | May 15, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,025 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,464 | -100.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,353 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 75 | 0 | — | 0.0% | — | -761 | -91.03% | Q1 2026 | Apr 07, 2026 |
| Aviso Financial Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -740 | -100.0% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 150 | 0 | — | 0.0% | — | -250 | -62.5% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 155 | 0 | — | — | — | +110 | 244.44% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | New | 101 | 0 | — | — | — | +101 | New | Q1 2026 | May 05, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 130 | 0 | — | — | — | +100 | 333.33% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | New | 96 | 0 | — | — | — | +96 | New | Q1 2026 | May 19, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 131 | 0 | — | — | — | +77 | 142.59% | Q1 2026 | May 14, 2026 |
| Axiom Investment Management LLC | History | New | 74 | 0 | — | — | — | +74 | New | Q1 2026 | May 26, 2026 |
| Ares Financial Consulting, LLC | History | New | 70 | 0 | — | — | — | +70 | New | Q1 2026 | Apr 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -61 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 58 | 0 | — | — | — | +30 | 107.14% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 10, 2026 |
| NBC SECURITIES, INC. | History | No change | 150 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MCF Advisors LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Truvestments Capital LLC | History | No change | 109 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| City State Bank | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Global Wealth Strategies & Associates | History | No change | 137 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Park Place Capital Corp | History | No change | 150 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |