BILL Holdings, Inc. - BILL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 10,195,136 | 556,042 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ER Collective Holdings, LLC | History | No change | 8,518,300 | 326,250 | 100.0% | 100.0% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 8,357,143 | 320,078 | 0.01% | 0.01% | 3 | +318,995 | 3.97% | Q1 2026 | May 13, 2026 |
| Starboard Value LP | History | No change | 7,024,848 | 269,051 | 5.88% | 7.26% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,684,842 | 217,729 | 0.01% | — | 5 | +5,684,842 | New | Q1 2026 | May 08, 2026 |
| Senvest Management, LLC | History | Added to | 4,036,248 | 154,588 | 5.13% | 4.35% | 6 | +1,462,987 | 56.85% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,921,018 | 150,174 | 0.0% | — | 7 | +3,921,018 | New | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 3,862,663 | 147,939 | 0.03% | 0.03% | 8 | +976,067 | 33.81% | Q1 2026 | May 15, 2026 |
| Contour Asset Management LLC | History | Reduced | 3,341,743 | 127,988 | 4.16% | 5.99% | 9 | -1,368,827 | -29.06% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 3,321,719 | 127,221 | 0.02% | 0.04% | 10 | -1,107,683 | -25.01% | Q1 2026 | May 05, 2026 |
| Greenhouse Funds LLLP | History | Reduced | 3,190,605 | 122,200 | 5.47% | 6.76% | 11 | -243,321 | -7.09% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 3,096,878 | 118,610 | 0.0% | 0.01% | 12 | +54,348 | 1.79% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,090,741 | 118,366 | 0.02% | 0.03% | 13 | +126,427 | 4.26% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,834,458 | 108,560 | 0.03% | 0.04% | 14 | -372,338 | -11.61% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,595,537 | 99,409 | 0.13% | 0.16% | 15 | +342,430 | 15.2% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,583,556 | 98,950 | 0.04% | 0.03% | 16 | +1,151,841 | 80.45% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,224,571 | 85,201 | 0.11% | 0.26% | 17 | -2,074,758 | -48.26% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 2,148,795 | 82,298 | 0.22% | 0.0% | 18 | +2,100,439 | 4343.7% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,003,497 | 76,733 | 0.01% | 0.02% | 19 | -947,868 | -32.12% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 1,996,215 | 76,455 | 0.26% | — | 20 | +1,996,215 | New | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,978,694 | 75,785 | 0.01% | 0.02% | 21 | -952,109 | -32.49% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,720,954 | 65,912 | 0.01% | 0.01% | 22 | +442,350 | 34.6% | Q1 2026 | May 15, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Added to | 1,662,250 | 63,664 | 0.19% | 0.21% | 23 | +198,459 | 13.56% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,599,679 | 61,283 | 0.0% | 0.01% | 24 | +49,108 | 3.17% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,582,740 | 60,618 | 0.01% | 0.01% | 25 | -103,297 | -6.13% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 995,150 | 54,275 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,159,650 | 44,414 | 0.0% | 0.01% | 27 | -918,735 | -44.2% | Q1 2026 | May 15, 2026 |
| Invenomic Capital Management LP | History | Added to | 1,033,296 | 39,575 | 1.82% | 1.8% | 28 | +324,384 | 45.76% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 927,922 | 35,539 | 0.0% | 0.0% | 29 | -128,162 | -12.14% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 878,947 | 33,663 | 0.01% | 0.01% | 30 | +287,575 | 48.63% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 852,762 | 32,660 | 0.03% | 0.15% | 31 | -2,105,334 | -71.17% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Added to | 838,994 | 32,133 | 2.6% | 2.91% | 32 | +183,625 | 28.02% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 833,680 | 31,929 | 0.0% | 0.01% | 33 | +16,476 | 2.02% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 784,252 | 30,036 | 0.0% | 0.01% | 34 | -45,877 | -5.53% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 668,111 | 25,588 | 0.0% | 0.0% | 35 | -4,658 | -0.69% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 653,937 | 25,045 | 0.0% | 0.01% | 36 | -1,243,998 | -65.54% | Q1 2026 | May 15, 2026 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | History | Reduced | 625,000 | 23,937 | 4.48% | 7.37% | 37 | -253,000 | -28.82% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 607,715 | 23,275 | 0.0% | 0.01% | 38 | -66,543 | -9.87% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 598,847 | 22,935 | 0.0% | 0.0% | 39 | +433,173 | 261.46% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 570,086 | 21,834 | 0.01% | 0.01% | 40 | +248,433 | 77.24% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 548,675 | 21,014 | 0.01% | — | 41 | +548,675 | New | Q1 2026 | May 08, 2026 |
| Verition Fund Management LLC | History | Added to | 548,200 | 20,996 | 0.14% | 0.09% | 42 | +140,783 | 34.56% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 491,405 | 18,820 | 0.06% | 0.09% | 43 | +993 | 0.2% | Q1 2026 | Apr 24, 2026 |
| IMC-Chicago, LLC | History | Reduced | 489,800 | 18,759 | 0.01% | 0.01% | 44 | -12,899 | -2.57% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Added to | 452,189 | 17,318 | 0.0% | 0.01% | 45 | +45,686 | 11.24% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 425,600 | 16,300 | 0.01% | 0.01% | 46 | +166,800 | 64.45% | Q1 2026 | May 15, 2026 |
| PAR CAPITAL MANAGEMENT INC | History | Added to | 400,000 | 15,320 | 0.44% | 0.47% | 47 | +75,000 | 23.08% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 386,711 | 14,811 | 0.01% | 0.01% | 48 | +197,625 | 104.52% | Q1 2026 | May 15, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 374,908 | 14,358 | 0.26% | 0.18% | 49 | +103,519 | 38.14% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 357,078 | 13,676 | 0.05% | 0.0% | 50 | +356,720 | 99642.46% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 357,007 | 13,673 | 0.02% | 0.01% | 51 | +249,191 | 231.13% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 351,435 | 13,141 | 0.0% | 0.01% | 52 | -18,818 | -5.08% | Q1 2026 | May 14, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 339,259 | 12,993 | 0.02% | 0.02% | 53 | +40,227 | 13.45% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 336,829 | 12,900 | 0.0% | 0.01% | 54 | -481,378 | -58.83% | Q1 2026 | May 13, 2026 |
| BARINGTON COMPANIES MANAGEMENT, LLC | History | Reduced | 313,800 | 12,018 | 9.76% | 13.96% | 55 | -76,200 | -19.54% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 318,852 | 11,874 | 0.0% | 0.0% | 56 | -62,504 | -16.39% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Added to | 294,900 | 11,294 | 0.07% | 0.04% | 57 | +194,900 | 194.9% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Added to | 294,496 | 11,279 | 0.08% | 0.05% | 58 | +178,309 | 153.47% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 292,926 | 11,219 | 0.02% | 0.05% | 59 | -350,119 | -54.45% | Q1 2026 | Apr 20, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Added to | 282,447 | 10,817 | 3.0% | 2.85% | 60 | +203,213 | 256.47% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 268,918 | 10,299 | 0.0% | 0.0% | 61 | -478 | -0.18% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 264,036 | 10,112 | 0.01% | 0.0% | 62 | +232,731 | 743.43% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 256,885 | 9,838 | 0.08% | 0.1% | 63 | +11,996 | 4.9% | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 250,593 | 9,597 | 0.03% | 0.04% | 64 | +28,093 | 12.63% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 250,487 | 9,593 | 0.0% | 0.0% | 65 | +92,906 | 58.96% | Q1 2026 | Apr 30, 2026 |
| Walleye Trading LLC | History | Reduced | 234,847 | 8,994 | 0.01% | 0.02% | 66 | -43,377 | -15.59% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 163,254 | 8,903 | 0.0% | 0.0% | 67 | +19,121 | 13.27% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 225,883 | 8,651 | 0.0% | 0.01% | 68 | -139,834 | -38.24% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 223,454 | 8,558 | 0.01% | 0.01% | 69 | -5,260 | -2.3% | Q1 2026 | May 12, 2026 |
| Yiheng Capital Management, L.P. | History | New | 222,820 | 8,534 | 3.7% | — | 70 | +222,820 | New | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 209,400 | 8,020 | 0.02% | 0.04% | 71 | -179,486 | -46.15% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 206,336 | 7,902 | 0.04% | 0.02% | 72 | +47,936 | 30.26% | Q1 2026 | May 14, 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | History | Added to | 198,745 | 7,611 | 3.09% | 3.76% | 73 | +11,341 | 6.05% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 196,446 | 7,523 | 0.0% | 0.01% | 74 | +4,963 | 2.59% | Q1 2026 | May 04, 2026 |
| Meridiem Capital Partners LP | History | Reduced | 195,333 | 7,481 | 0.49% | 0.9% | 75 | -78,459 | -28.66% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 183,176 | 7,015 | 0.01% | 0.0% | 76 | +176,776 | 2762.13% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | New | 180,240 | 6,903 | 0.1% | — | 77 | +180,240 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 172,747 | 6,616 | 0.02% | 0.05% | 78 | -83,302 | -32.53% | Q1 2026 | May 15, 2026 |
| Potrero Capital Research LLC | History | Reduced | 171,360 | 6,563 | 4.03% | 3.67% | 79 | -28,640 | -14.32% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 169,880 | 6,506 | 0.0% | 0.0% | 80 | +16,850 | 11.01% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | Reduced | 168,400 | 6,449 | 0.0% | 0.01% | 81 | -2,000 | -1.17% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 114,639 | 6,252 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 156,174 | 5,937 | 0.0% | 0.0% | 83 | +151,352 | 3138.78% | Q1 2026 | May 15, 2026 |
| OSSIAM | History | No change | 149,700 | 5,733 | 0.1% | 0.16% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 140,845 | 5,394 | 0.01% | 0.01% | 85 | -61,776 | -30.49% | Q1 2026 | Apr 16, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 134,714 | 5,159 | 0.0% | 0.0% | 86 | +53,533 | 65.94% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 126,084 | 4,829 | 0.01% | — | 87 | +126,084 | New | Q1 2026 | May 12, 2026 |
| Shay Capital LLC | History | Added to | 125,750 | 4,816 | 0.4% | 0.02% | 88 | +121,750 | 3043.75% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 125,356 | 4,801 | 0.18% | 0.33% | 89 | -50,269 | -28.62% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 123,514 | 4,732 | 0.01% | 0.01% | 90 | -13,139 | -9.61% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 118,060 | 4,521 | 0.0% | 0.0% | 91 | -18,257 | -13.39% | Q1 2026 | May 08, 2026 |
| Tejara Capital Ltd | History | New | 117,500 | 4,500 | 1.48% | — | 92 | +117,500 | New | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 115,145 | 4,410 | 0.03% | — | 93 | +115,145 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 113,835 | 4,359 | 0.0% | 0.0% | 94 | +92,882 | 443.29% | Q1 2026 | May 11, 2026 |
| Cohen Capital Management, Inc. | History | No change | 109,788 | 4,204 | 0.65% | 0.9% | 95 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 109,363 | 4,188 | 0.0% | 0.0% | 96 | +97,641 | 832.97% | Q1 2026 | May 13, 2026 |
| Ardmore Road Asset Management LP | History | Added to | 109,100 | 4,178 | 0.28% | 0.13% | 97 | +77,507 | 245.33% | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 106,925 | 4,095 | 0.04% | — | 98 | +106,925 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 100,296 | 3,841 | 0.0% | 0.0% | 99 | +18,628 | 22.81% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 96,810 | 3,707 | 0.0% | 0.0% | 100 | +41,244 | 74.23% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Added to | 96,671 | 3,702 | 0.2% | 0.29% | 101 | +179 | 0.19% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 95,218 | 3,646 | 0.0% | — | 102 | +95,218 | New | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 91,710 | 3,535 | 0.01% | 0.01% | 103 | +18,277 | 24.89% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 60,628 | 3,306 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Qsemble Capital Management, LP | History | New | 86,190 | 3,301 | 0.25% | — | 105 | +86,190 | New | Q1 2026 | May 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 85,613 | 3,278 | 0.01% | 0.01% | 106 | -4,014 | -4.48% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 82,984 | 3,178 | 0.0% | 0.01% | 107 | -109,602 | -56.91% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 81,632 | 3,126 | 0.01% | 0.01% | 108 | -40,968 | -33.42% | Q1 2026 | May 13, 2026 |
| M&G Plc | History | No change | 78,904 | 2,998 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 77,378 | 2,963 | 0.0% | — | 110 | +77,378 | New | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | New | 76,336 | 2,915 | 0.0% | — | 111 | +76,336 | New | Q1 2026 | May 15, 2026 |
| FORMULA GROWTH LTD | History | Reduced | 75,000 | 2,872 | 1.3% | 2.0% | 112 | -20,000 | -21.05% | Q1 2026 | May 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 71,037 | 2,720 | 0.01% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 70,559 | 2,702 | 0.01% | 0.01% | 114 | +8,840 | 14.32% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 68,647 | 2,629 | 0.0% | 0.0% | 115 | +61,232 | 825.79% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 65,743 | 2,517 | 0.01% | 0.01% | 116 | +10,802 | 19.66% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 65,581 | 2,511 | 0.0% | 0.0% | 117 | +64,599 | 6578.31% | Q1 2026 | May 01, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 63,000 | 2,412 | 0.24% | 0.19% | 118 | +25,000 | 65.79% | Q1 2026 | May 07, 2026 |
| Jefferies Financial Group Inc. | History | New | 62,800 | 2,405 | 0.02% | — | 119 | +62,800 | New | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 61,168 | 2,342 | 0.0% | 0.0% | 120 | -2,661 | -4.17% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 60,321 | 2,310 | 0.01% | 0.01% | 121 | -20,050 | -24.95% | Q1 2026 | May 13, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 59,019 | 2,260 | 0.84% | 1.16% | 122 | +818 | 1.41% | Q1 2026 | May 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 57,741 | 2,211 | 0.0% | 0.01% | 123 | +4,125 | 7.69% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 56,700 | 2,171 | 0.0% | 0.01% | 124 | -275,500 | -82.93% | Q1 2026 | May 14, 2026 |
| CastleKnight Management LP | History | Reduced | 55,100 | 2,110 | 0.04% | 0.07% | 125 | -1,800 | -3.16% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 54,391 | 2,083 | 0.06% | 0.09% | 126 | -5,203 | -8.73% | Q1 2026 | May 12, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 54,181 | 2,075 | 1.18% | 1.5% | 127 | -263 | -0.48% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 52,402 | 2,006 | 0.01% | 0.01% | 128 | +4,096 | 8.48% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 51,420 | 1,969 | 0.0% | 0.0% | 129 | -31,011 | -37.62% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 48,763 | 1,867 | 0.11% | — | 130 | +48,763 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 48,229 | 1,847 | 0.01% | 0.01% | 131 | +3,758 | 8.45% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 47,900 | 1,834 | 0.0% | 0.0% | 132 | +16,612 | 53.09% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | New | 47,138 | 1,805 | 0.02% | — | 133 | +47,138 | New | Q1 2026 | Apr 23, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Added to | 46,300 | 1,773 | 0.12% | 0.12% | 134 | +14,075 | 43.68% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 43,572 | 1,668 | 0.02% | — | 135 | +43,572 | New | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 43,201 | 1,654 | 0.01% | 0.01% | 136 | -213 | -0.49% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 42,227 | 1,638 | 0.02% | 0.05% | 137 | -1,596 | -3.64% | Q1 2026 | Apr 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 41,748 | 1,598 | 0.0% | 0.0% | 138 | +6,077 | 17.04% | Q1 2026 | May 12, 2026 |
| Clearline Capital LP | History | No change | 40,959 | 1,568 | 0.08% | 0.11% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 40,000 | 1,532 | 0.12% | — | 140 | +40,000 | New | Q1 2026 | Apr 29, 2026 |
| Anson Funds Management LP | History | New | 40,000 | 1,532 | 0.13% | — | 141 | +40,000 | New | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 39,256 | 1,504 | 0.01% | 0.02% | 142 | -175 | -0.44% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 39,000 | 1,494 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 38,840 | 1,487 | 0.0% | 0.0% | 144 | -4,000 | -9.34% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 36,983 | 1,415 | 0.0% | 0.0% | 145 | -24,149 | -39.5% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 36,728 | 1,406 | 0.0% | 0.0% | 146 | +8,197 | 28.73% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | New | 36,148 | 1,384 | 0.52% | — | 147 | +36,148 | New | Q1 2026 | May 15, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 35,762 | 1,369 | 0.03% | 0.04% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 34,456 | 1,320 | 0.0% | 0.01% | 149 | +733 | 2.17% | Q1 2026 | May 14, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | Added to | 34,000 | 1,302 | 0.67% | 0.77% | 150 | +5,000 | 17.24% | Q1 2026 | Apr 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 33,932 | 1,299 | 0.01% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 33,752 | 1,292 | 0.01% | 0.02% | 152 | -3,346 | -9.02% | Q1 2026 | May 07, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 33,096 | 1,268 | 0.37% | — | 153 | +33,096 | New | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 31,914 | 1,222 | 0.01% | 0.01% | 154 | +29 | 0.09% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | No change | 30,919 | 1,184 | 0.17% | 0.23% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BURNEY CO/ | History | New | 30,725 | 1,176 | 0.04% | — | 156 | +30,725 | New | Q1 2026 | Apr 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 29,990 | 1,149 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bridgefront Capital, LLC | History | New | 29,187 | 1,117 | 0.28% | — | 158 | +29,187 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 28,240 | 1,081 | 0.02% | 0.05% | 159 | -5,478 | -16.25% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 25,669 | 983 | 0.01% | 0.01% | 160 | -1,783 | -6.49% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 25,500 | 976 | 0.02% | 0.02% | 161 | +800 | 3.24% | Q1 2026 | Apr 20, 2026 |
| Handelsbanken Fonder AB | History | No change | 25,356 | 971 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 25,299 | 968 | 0.0% | 0.0% | 163 | +10,374 | 69.51% | Q1 2026 | May 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 25,115 | 961 | 0.04% | 0.69% | 164 | -288,212 | -91.98% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 23,688 | 907 | 0.0% | 0.0% | 165 | -2,695 | -10.21% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 23,544 | 901 | 0.0% | 0.0% | 166 | +22,741 | 2832.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 23,427 | 897 | 0.0% | 0.0% | 167 | -798 | -3.29% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 23,401 | 896 | 0.01% | 0.01% | 168 | -659 | -2.74% | Q1 2026 | May 01, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 23,221 | 889 | 0.0% | 0.02% | 169 | -208,441 | -89.98% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,531 | 861 | 0.0% | 0.01% | 170 | -552,530 | -96.92% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | New | 22,136 | 847 | 0.03% | — | 171 | +22,136 | New | Q1 2026 | May 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 22,067 | 845 | 0.0% | 0.01% | 172 | -239 | -1.07% | Q1 2026 | May 01, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 21,900 | 838 | 0.0% | 0.01% | 173 | -94,600 | -81.2% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 21,619 | 828 | 0.0% | — | 174 | +21,619 | New | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 21,595 | 827 | 0.01% | 0.02% | 175 | -75,844 | -77.84% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | New | 21,610 | 827 | 0.0% | — | 176 | +21,610 | New | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 21,390 | 819 | 0.02% | 0.02% | 177 | +7,663 | 55.82% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 21,373 | 818 | 0.0% | 0.0% | 178 | +14,366 | 205.02% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 21,300 | 815 | 0.0% | 0.0% | 179 | -3,700 | -14.8% | Q1 2026 | May 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 21,200 | 811 | 0.0% | 0.01% | 180 | +100 | 0.47% | Q1 2026 | May 04, 2026 |
| Prana Capital Management, LP | History | Reduced | 21,018 | 804 | 0.02% | 0.08% | 182 | -17,073 | -44.82% | Q1 2026 | May 15, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 21,000 | 804 | 0.02% | 0.03% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 14,200 | 774 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 19,924 | 763 | 0.01% | 0.01% | 184 | +4,834 | 32.03% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,844 | 760 | 0.0% | 0.0% | 185 | -229 | -1.14% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 19,731 | 755 | 0.01% | 0.01% | 186 | -214 | -1.07% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 19,309 | 739 | 0.01% | 0.0% | 187 | +14,548 | 305.57% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 19,248 | 737 | 0.0% | 0.0% | 188 | -7,097 | -26.94% | Q1 2026 | May 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 19,000 | 727 | 0.0% | 0.0% | 189 | +600 | 3.26% | Q1 2026 | Apr 29, 2026 |
| Altiora Financial Group, LLC | History | No change | 19,000 | 727 | 0.12% | 0.18% | 190 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 18,799 | 720 | 0.0% | 0.0% | 191 | +13,024 | 225.52% | Q1 2026 | May 13, 2026 |
| Provident Living Financial Services, Inc. | History | Reduced | 18,627 | 713 | 0.79% | 1.03% | 192 | -678 | -3.51% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | New | 18,496 | 708 | 0.02% | — | 193 | +18,496 | New | Q1 2026 | May 15, 2026 |
| Ares Systematic Credit Ltd | History | New | 18,818 | 700 | 0.55% | — | 194 | +18,818 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 18,100 | 693 | 0.01% | 0.01% | 195 | +300 | 1.69% | Q1 2026 | Apr 29, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Added to | 17,450 | 668 | 0.56% | 0.54% | 196 | +5,150 | 41.87% | Q1 2026 | Apr 24, 2026 |
| Virtu Financial LLC | History | New | 16,995 | 651 | 0.03% | — | 198 | +16,995 | New | Q1 2026 | May 14, 2026 |
| Palogic Value Management, L.P. | History | No change | 17,000 | 651 | 0.27% | 0.39% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 16,949 | 649 | 0.01% | 0.01% | 199 | +7,296 | 75.58% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 16,841 | 645 | 0.01% | 0.01% | 200 | +4,171 | 32.92% | Q1 2026 | May 12, 2026 |
| Amundi | History | Reduced | 16,382 | 627 | 0.0% | 0.0% | 201 | -56,765 | -77.6% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 16,218 | 621 | 0.02% | 0.03% | 202 | -118 | -0.72% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 16,162 | 619 | 0.0% | 0.0% | 203 | +4,573 | 39.46% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Added to | 15,748 | 603 | 0.22% | 0.54% | 204 | +1,986 | 14.43% | Q1 2026 | May 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Reduced | 15,000 | 574 | 0.54% | 0.79% | 205 | -2,000 | -11.76% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 14,957 | 572 | 0.0% | 0.0% | 206 | +797 | 5.63% | Q1 2026 | Apr 22, 2026 |
| Barton Investment Management | History | Reduced | 14,182 | 543 | 0.07% | 0.09% | 207 | -935 | -6.19% | Q1 2026 | Apr 20, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 14,136 | 541 | 0.03% | — | 208 | +14,136 | New | Q1 2026 | May 08, 2026 |
| Shepherd Financial Partners LLC | History | No change | 14,023 | 537 | 0.05% | 0.07% | 209 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 13,892 | 532 | 0.02% | 0.02% | 210 | +5,402 | 63.63% | Q1 2026 | May 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 13,797 | 527 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 13,322 | 510 | 0.02% | — | 212 | +13,322 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 12,964 | 496 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 12,418 | 475 | 0.0% | 0.04% | 214 | -260,324 | -95.45% | Q1 2026 | May 08, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 134,698 | 457 | 0.29% | — | 215 | +134,698 | New | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 11,576 | 443 | 0.01% | 0.05% | 216 | -22,100 | -65.63% | Q1 2026 | May 18, 2026 |
| Quent Capital, LLC | History | Added to | 11,167 | 427 | 0.03% | 0.04% | 217 | +317 | 2.92% | Q1 2026 | Apr 28, 2026 |
| XPONANCE LLC | History | Added to | 10,463 | 400 | 0.0% | 0.0% | 218 | +2,355 | 29.05% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,155 | 389 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,748 | 373 | 0.0% | 0.0% | 220 | +502 | 5.43% | Q1 2026 | May 08, 2026 |
| Private Advisory Group LLC | History | New | 9,569 | 366 | 0.02% | — | 221 | +9,569 | New | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Reduced | 9,424 | 360 | 0.0% | 0.0% | 222 | -434 | -4.4% | Q1 2026 | May 15, 2026 |
| Maxi Investments CY Ltd | History | Reduced | 9,000 | 345 | 0.08% | 0.55% | 224 | -46,000 | -83.64% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,029 | 345 | 0.0% | 0.0% | 223 | +3,362 | 59.33% | Q1 2026 | May 04, 2026 |
| DRW Securities, LLC | History | New | 8,558 | 327 | 0.0% | — | 225 | +8,558 | New | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 8,389 | 321 | 0.0% | — | 227 | +8,389 | New | Q1 2026 | Apr 30, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 8,400 | 321 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | New | 8,351 | 319 | 0.02% | — | 228 | +8,351 | New | Q1 2026 | Apr 29, 2026 |
| Capula Management Ltd | History | Added to | 7,843 | 300 | 0.0% | 0.0% | 229 | +1,567 | 24.97% | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | Reduced | 7,132 | 273 | 0.07% | 0.12% | 230 | -478 | -6.28% | Q1 2026 | May 14, 2026 |
| Global Endowment Management, LP | History | Added to | 7,097 | 272 | 0.03% | 0.03% | 231 | +2,377 | 50.36% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 6,791 | 259 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 6,716 | 257 | 0.01% | — | 233 | +6,716 | New | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 6,685 | 256 | 0.01% | 0.02% | 234 | -160 | -2.34% | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 6,396 | 244 | 0.01% | 0.01% | 235 | -100 | -1.54% | Q1 2026 | May 01, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,349 | 243 | 0.02% | 0.07% | 236 | -11,206 | -63.83% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,260 | 239 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 5,721 | 219 | 0.0% | 0.0% | 238 | +1,393 | 32.19% | Q1 2026 | May 14, 2026 |
| LSV ASSET MANAGEMENT | History | New | 5,200 | 199 | 0.0% | — | 239 | +5,200 | New | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 4,647 | 177 | 0.0% | 0.0% | 240 | +1,415 | 43.78% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 2,840 | 154 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 3,873 | 148 | 0.0% | 0.0% | 242 | -68 | -1.73% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,614 | 138 | 0.0% | 0.0% | 243 | +574 | 18.88% | Q1 2026 | May 01, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 3,332 | 126 | 0.0% | — | 244 | +3,332 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,268 | 125 | 0.0% | 0.0% | 245 | -305 | -8.54% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Added to | 2,753 | 105 | 0.0% | 0.0% | 246 | +551 | 25.02% | Q1 2026 | Apr 27, 2026 |
| KBC Group NV | History | No change | 2,644 | 101 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,501 | 95 | 0.11% | 0.16% | 248 | -1,410 | -36.05% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,423 | 92 | 0.0% | 0.0% | 249 | +1,180 | 94.93% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,123 | 81 | 0.0% | 0.0% | 250 | -1,633 | -43.48% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,049 | 78 | 0.0% | 0.0% | 251 | +1,700 | 487.11% | Q1 2026 | Apr 07, 2026 |
| Evergreen Advisors, LLC | History | New | 2,000 | 76 | 0.02% | — | 253 | +2,000 | New | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,000 | 76 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 1,925 | 73 | 0.0% | 0.0% | 254 | -3 | -0.16% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,599 | 61 | 0.0% | 0.0% | 255 | +887 | 124.58% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 1,520 | 58 | 0.0% | — | 256 | +1,520 | New | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | New | 1,500 | 57 | 0.0% | — | 257 | +1,500 | New | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,375 | 52 | 0.0% | 0.0% | 258 | +108 | 8.52% | Q1 2026 | Apr 27, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,276 | 47 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,180 | 45 | 0.0% | 0.0% | 260 | -782 | -39.86% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 1,176 | 45 | 0.0% | 0.0% | 261 | -316 | -21.18% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,050 | 40 | 0.0% | 0.0% | 262 | -286 | -21.41% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | New | 825 | 31 | 0.0% | — | 263 | +825 | New | Q1 2026 | May 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 800 | 30 | 0.0% | 0.0% | 264 | -1,741 | -68.52% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 749 | 29 | 0.0% | 0.0% | 266 | -183 | -19.64% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 760 | 29 | 0.0% | 0.0% | 265 | -18 | -2.31% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 608 | 23 | 0.0% | 0.0% | 268 | -571 | -48.43% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 624 | 23 | 0.0% | 0.0% | 267 | -32 | -4.88% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 566 | 21 | 0.0% | 0.0% | 269 | +84 | 17.43% | Q1 2026 | May 07, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 500 | 19 | 0.0% | 0.01% | 270 | -500 | -50.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 362 | 19 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 480 | 18 | 0.0% | — | 272 | +464 | 2900.0% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 400 | 15 | 0.01% | 0.01% | 274 | -402 | -50.12% | Q1 2026 | Apr 15, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 392 | 15 | 0.0% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 390 | 14 | 0.0% | — | 276 | +390 | New | Q1 2026 | May 19, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 380 | 14 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 292 | 11 | 0.0% | 0.0% | 278 | +179 | 158.41% | Q1 2026 | Apr 06, 2026 |
| Crewe Advisors LLC | History | No change | 307 | 11 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 256 | 9 | 0.0% | 0.0% | 280 | -543 | -67.96% | Q1 2026 | May 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 243 | 9 | 0.0% | 0.0% | 281 | -265 | -52.17% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 251 | 9 | 0.0% | 0.0% | 279 | +199 | 382.69% | Q1 2026 | Apr 07, 2026 |
| Transce3nd, LLC | History | No change | 219 | 8 | 0.07% | 0.08% | 282 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 7 | 0.0% | 0.0% | 283 | -1,300 | -86.67% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 190 | 7 | 0.0% | 0.0% | 284 | -57 | -23.08% | Q1 2026 | Apr 24, 2026 |
| Rossby Financial, LCC | History | No change | 201 | 7 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 140 | 6 | 0.0% | 0.01% | 287 | -366 | -72.33% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | New | 165 | 6 | 0.0% | — | 288 | +165 | New | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 148 | 5 | 0.0% | — | 292 | +148 | New | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | New | 133 | 5 | 0.0% | — | 293 | +133 | New | Q1 2026 | Apr 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 145 | 5 | 0.0% | 0.0% | 291 | +106 | 271.79% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 135 | 5 | 0.0% | 0.0% | 290 | +47 | 53.41% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 138 | 5 | 0.0% | 0.0% | 289 | +9 | 6.98% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 105 | 4 | 0.0% | 0.0% | 294 | -149 | -58.66% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | New | 116 | 4 | 0.0% | — | 299 | +116 | New | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 128 | 4 | 0.0% | 0.0% | 297 | -115 | -47.33% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 115 | 4 | 0.0% | 0.0% | 295 | -113 | -49.56% | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | Reduced | 95 | 4 | 0.0% | 0.0% | 298 | -78 | -45.09% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 116 | 4 | 0.0% | 0.0% | 296 | +74 | 176.19% | Q1 2026 | Apr 13, 2026 |
| West Branch Capital LLC | History | No change | 94 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 81 | 3 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | Reduced | 56 | 2 | 0.0% | 0.0% | 305 | -82 | -59.42% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | New | 58 | 2 | 0.0% | — | 309 | +58 | New | Q1 2026 | Apr 23, 2026 |
| RMG Wealth Management LLC | History | New | 55 | 2 | 0.0% | — | 310 | +55 | New | Q1 2026 | May 14, 2026 |
| Marquette Asset Management, LLC | History | Added to | 74 | 2 | 0.0% | 0.0% | 303 | +50 | 208.33% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 59 | 2 | 0.0% | — | 307 | +41 | 227.78% | Q1 2026 | Apr 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 70 | 2 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Plato Investment Management Ltd | History | No change | 60 | 2 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Leo H. Evart, Inc. | History | New | 34 | 1 | 0.0% | — | 318 | +34 | New | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | Added to | 43 | 1 | 0.0% | — | 315 | +31 | 258.33% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Management LLC | History | New | 27 | 1 | 0.0% | — | 319 | +27 | New | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 46 | 1 | 0.0% | 0.0% | 313 | +22 | 91.67% | Q1 2026 | Apr 24, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 14 | 1 | 0.0% | — | 312 | +10 | 250.0% | Q1 2026 | Apr 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 311 | -7 | -12.28% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 314 | -5 | -13.51% | Q1 2026 | May 15, 2026 |
| Boreal Capital Management LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elliott Investment Management L.P. | History | Closed out | 0 | 0 | — | 0.72% | — | -3,000,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Senator Investment Group LP | History | Closed out | 0 | 0 | — | 1.52% | — | -693,379 | -100.0% | Q1 2026 | May 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -641,710 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -289,289 | -100.0% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.04% | — | -253,445 | -100.0% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -198,383 | -100.0% | Q1 2026 | Apr 30, 2026 |
| One Fin Capital Management LP | History | Closed out | 0 | 0 | — | 3.0% | — | -170,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Totem Point Management, LLC | History | Closed out | 0 | 0 | — | 8.44% | — | -155,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -123,543 | -100.0% | Q1 2026 | May 14, 2026 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -92,841 | -100.0% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.17% | — | -91,094 | -100.0% | Q1 2026 | May 12, 2026 |
| 13D Management LLC | History | Closed out | 0 | 0 | — | 5.84% | — | -90,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Engle Capital Management, L.P. | History | Closed out | 0 | 0 | — | 1.64% | — | -78,000 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGENS WATERFALL VINTIADIS & CO INC | History | Closed out | 0 | 0 | — | 2.64% | — | -66,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -64,813 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -62,200 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.01% | — | -53,587 | -100.0% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -50,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -37,241 | -100.0% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -35,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Heights Point Management, LP | History | Closed out | 0 | 0 | — | 1.51% | — | -32,560 | -100.0% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,815 | -100.0% | Q1 2026 | May 15, 2026 |
| Union Square Park Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -30,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -27,600 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -25,634 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WoodTrust Financial Corp | History | Closed out | 0 | 0 | — | 0.16% | — | -25,600 | -100.0% | Q1 2026 | May 06, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -25,467 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,023 | -100.0% | Q1 2026 | May 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -17,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -16,837 | -100.0% | Q1 2026 | May 15, 2026 |
| Governors Lane LP | History | Closed out | 0 | 0 | — | 0.05% | — | -15,235 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,200 | -100.0% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -14,349 | -100.0% | Q1 2026 | May 12, 2026 |
| Sand Hill Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,684 | -100.0% | Q1 2026 | May 14, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -11,962 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,959 | -100.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.03% | — | -11,261 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -11,237 | -100.0% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,721 | -100.0% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,564 | -100.0% | Q1 2026 | May 04, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,841 | -100.0% | Q1 2026 | May 15, 2026 |
| Knollwood Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,511 | -100.0% | Q1 2026 | May 14, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.02% | — | -9,500 | -100.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,370 | -100.0% | Q1 2026 | May 05, 2026 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -6,932 | -100.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,533 | -100.0% | Q1 2026 | May 11, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,829 | -100.0% | Q1 2026 | May 15, 2026 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.24% | — | -5,550 | -100.0% | Q1 2026 | Apr 20, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -5,247 | -100.0% | Q1 2026 | May 15, 2026 |
| T3 Companies, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -5,200 | -100.0% | Q1 2026 | May 07, 2026 |
| HARVEST MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,000 | -100.0% | Q1 2026 | May 08, 2026 |
| West Tower Group, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -5,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,897 | -100.0% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,858 | -100.0% | Q1 2026 | May 11, 2026 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.01% | — | -4,711 | -100.0% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,697 | -100.0% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -4,429 | -100.0% | Q1 2026 | May 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,270 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Utah Retirement Systems | History | Closed out | 0 | 0 | — | 0.0% | — | -4,269 | -100.0% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,250 | -100.0% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,944 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,825 | -100.0% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,741 | -100.0% | Q1 2026 | May 14, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,833 | -100.0% | Q1 2026 | May 15, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Closed out | 0 | 0 | — | 0.0% | — | -905 | -100.0% | Q1 2026 | May 05, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -702 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -253 | -91.34% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -252 | -100.0% | Q1 2026 | May 06, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 22 | 0 | — | 0.0% | — | -62 | -73.81% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -59 | -77.63% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 18 | 0 | — | 0.0% | — | -28 | -60.87% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2 | 0 | — | 0.0% | — | -27 | -93.1% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 17, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -19 | -63.33% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Sunrise Financial Services, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 2 | 0 | — | — | — | -13 | -86.67% | Q1 2026 | Apr 30, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 10 | 0 | — | — | — | +8 | 400.0% | Q1 2026 | May 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q1 2026 | May 05, 2026 |
| American Capital Advisory, LLC | History | Reduced | 2 | 0 | — | — | — | -7 | -77.78% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 17, 2026 |
| Essential Partners LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 21, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q1 2026 | Apr 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +4 | 57.14% | Q1 2026 | Apr 14, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | May 01, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 19, 2026 |
| Bogart Wealth, LLC | History | No change | 23 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NFSG Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cromwell Holdings LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |