BANK MONTREAL MEDIUM - BMO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | Added to | 58,558,880 | 7,924,461 | 1.39% | 1.19% | 1 | +2,199,977 | 3.9% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 33,017,205 | 4,287,878 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 28,507,338 | 3,861,962 | 1.44% | 1.28% | 3 | -41,090 | -0.14% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 20,280,840 | 2,746,978 | 0.07% | — | 4 | +20,280,840 | New | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 19,086,601 | 2,576,974 | 2.09% | 2.03% | 5 | -286,000 | -1.48% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 13,206,798 | 1,788,464 | 2.92% | 2.76% | 6 | +5,025 | 0.04% | Q1 2026 | May 14, 2026 |
| FIL Ltd | History | Added to | 11,494,233 | 1,556,856 | 1.21% | 0.92% | 7 | +2,049,071 | 21.69% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 10,768,037 | 1,549,820 | 1.39% | 1.42% | 8 | -246,635 | -2.24% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 10,002,929 | 1,353,796 | 1.24% | 1.04% | 9 | -484,314 | -4.62% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,582,188 | 1,162,262 | 1.39% | 1.43% | 10 | -711,082 | -7.65% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 7,962,493 | 1,078,657 | 1.55% | 1.59% | 11 | -355,575 | -4.27% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 8,156,958 | 1,059,319 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 7,312,069 | 1,019,876 | 0.06% | 0.06% | 13 | +281,850 | 4.01% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 7,293,193 | 987,838 | 0.05% | 0.04% | 14 | +695,262 | 10.54% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Added to | 6,780,318 | 920,482 | 2.25% | 1.97% | 15 | +542,579 | 8.7% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,227,516 | 848,618 | 2.52% | 1.87% | 16 | +3,910,927 | 168.82% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 6,238,876 | 845,196 | 0.55% | 0.55% | 17 | -86,838 | -1.37% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 6,235,690 | 844,605 | 0.22% | — | 18 | +6,235,690 | New | Q1 2026 | May 08, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 5,419,567 | 731,722 | 1.17% | 1.2% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 5,032,483 | 681,462 | 1.19% | 1.15% | 20 | -932,886 | -15.64% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,984,278 | 675,105 | 0.36% | — | 21 | +4,984,278 | New | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Added to | 4,603,151 | 621,494 | 0.14% | 0.13% | 22 | +52,827 | 1.16% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,999,880 | 537,119 | 1.93% | 1.68% | 23 | +622,040 | 18.42% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,815,570 | 501,976 | 0.03% | 0.03% | 24 | +517,552 | 15.69% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,688,644 | 499,186 | 0.1% | 0.1% | 25 | +99,700 | 2.78% | Q1 2026 | May 07, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 3,495,672 | 473,305 | 0.76% | 0.71% | 26 | +228,210 | 6.98% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | Reduced | 3,486,620 | 471,438 | 1.61% | 1.64% | 27 | -494,978 | -12.43% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,461,718 | 466,046 | 1.92% | 1.87% | 28 | -116,165 | -3.25% | Q1 2026 | May 13, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 3,101,868 | 418,798 | 2.84% | 3.99% | 29 | -1,888,849 | -37.85% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,597,878 | 350,910 | 0.04% | 0.03% | 30 | +558,597 | 27.39% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,486,503 | 336,690 | 0.2% | 0.27% | 31 | -1,255,018 | -33.54% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,344,348 | 333,540 | 0.02% | 0.03% | 32 | -1,284,716 | -27.75% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,434,845 | 329,491 | 0.28% | 0.3% | 33 | -369,898 | -13.19% | Q1 2026 | May 15, 2026 |
| SIG North Trading, ULC | History | Reduced | 2,161,900 | 292,591 | 5.87% | 7.48% | 34 | -997,248 | -31.57% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,090,424 | 283,192 | 0.65% | 0.7% | 35 | +20,879 | 1.01% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,003,979 | 270,566 | 0.04% | 0.04% | 36 | +35,908 | 1.82% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,351,314 | 253,533 | 0.09% | 0.06% | 37 | -170,595 | -11.21% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 1,706,284 | 230,928 | 0.04% | 0.03% | 38 | +129,996 | 8.25% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,631,276 | 220,776 | 0.02% | 0.02% | 39 | -776,328 | -32.24% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 1,599,353 | 216,436 | 0.05% | 0.0% | 40 | +1,545,907 | 2892.47% | Q1 2026 | May 14, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Reduced | 1,580,030 | 213,327 | 3.44% | 3.56% | 41 | -94,195 | -5.63% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 1,430,284 | 193,727 | 0.17% | — | 42 | +1,430,284 | New | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,302,564 | 176,289 | 0.06% | 0.06% | 43 | -148,098 | -10.21% | Q1 2026 | May 06, 2026 |
| Newport Trust Company, LLC | History | Reduced | 1,297,365 | 175,585 | 0.43% | 0.41% | 44 | -17,842 | -1.36% | Q1 2026 | May 14, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 1,220,655 | 164,806 | 1.06% | 1.15% | 45 | -23,500 | -1.89% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,195,281 | 161,365 | 0.23% | 0.26% | 46 | -6,687 | -0.56% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 5,045,142 | 152,325 | 0.06% | 0.13% | 47 | -3,406,977 | -40.31% | Q1 2026 | May 11, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 1,132,160 | 151,992 | 0.13% | 0.12% | 48 | -52,917 | -4.47% | Q1 2026 | May 13, 2026 |
| Amundi | History | Reduced | 1,105,043 | 151,685 | 0.04% | 0.05% | 49 | -184,218 | -14.29% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 1,115,513 | 151,121 | 0.47% | 0.17% | 50 | +724,084 | 184.98% | Q1 2026 | May 13, 2026 |
| MUFG SECURITIES (CANADA), LTD. | History | Reduced | 1,047,567 | 141,638 | 4.07% | 3.91% | 51 | -35,976 | -3.32% | Q1 2026 | May 11, 2026 |
| Cardinal Capital Management, Inc. | History | Added to | 1,004,527 | 135,631 | 3.65% | 3.96% | 52 | +16,035 | 1.62% | Q1 2026 | Apr 07, 2026 |
| Aviso Financial Inc. | History | Reduced | 999,301 | 135,216 | 4.8% | 5.05% | 53 | -23,015 | -2.25% | Q1 2026 | May 13, 2026 |
| Addenda Capital Inc. | History | Reduced | 674,068 | 127,007 | 3.58% | 3.79% | 54 | -51,265 | -7.07% | Q1 2026 | Apr 15, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 887,637 | 120,250 | 0.71% | 0.64% | 55 | -48,246 | -5.16% | Q1 2026 | May 13, 2026 |
| Alberta Investment Management Corp | History | Reduced | 842,168 | 114,090 | 0.68% | 0.77% | 56 | -158,132 | -15.81% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 845,635 | 112,685 | 0.02% | 0.01% | 57 | +319,546 | 60.74% | Q1 2026 | May 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 828,183 | 112,134 | 0.08% | 0.07% | 58 | +208,815 | 33.71% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 718,490 | 97,240 | 0.0% | 0.0% | 59 | +74,188 | 11.51% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 710,262 | 96,126 | 0.02% | 0.02% | 60 | -28,711 | -3.89% | Q1 2026 | May 05, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 680,673 | 91,900 | 2.43% | 2.62% | 61 | -60 | -0.01% | Q1 2026 | May 15, 2026 |
| BCV Asset Management Inc. | History | Added to | 655,741 | 88,507 | 3.04% | 3.23% | 62 | +1,004 | 0.15% | Q1 2026 | May 08, 2026 |
| AVIVA PLC | History | Added to | 627,242 | 84,687 | 0.14% | 0.13% | 63 | +16,978 | 2.78% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 604,552 | 81,820 | 0.13% | 0.19% | 64 | -261,087 | -30.16% | Q1 2026 | May 11, 2026 |
| Scheer, Rowlett & Associates Investment Management Ltd. | History | Added to | 596,325 | 80,785 | 5.81% | 4.14% | 65 | +131,698 | 28.34% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 564,957 | 76,461 | 0.01% | 0.01% | 66 | +18,847 | 3.45% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 543,809 | 73,639 | 2.0% | 1.72% | 67 | +65,689 | 13.74% | Q1 2026 | May 04, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 448,932 | 72,355 | 0.32% | 0.41% | 68 | -188,822 | -29.61% | Q1 2026 | May 07, 2026 |
| Zurich Insurance Group Ltd/FI | History | New | 533,308 | 71,989 | 0.57% | — | 69 | +533,308 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 529,838 | 71,536 | 0.02% | 0.02% | 70 | -3,550 | -0.67% | Q1 2026 | Apr 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 440,382 | 69,948 | 0.03% | 0.05% | 71 | -281,325 | -38.98% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Reduced | 496,009 | 67,129 | 5.76% | 5.77% | 72 | -15,447 | -3.02% | Q1 2026 | May 13, 2026 |
| Value Partners Investments Inc. | History | Reduced | 440,552 | 59,551 | 4.54% | 4.64% | 73 | -24,786 | -5.33% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 630,546 | 59,182 | 0.01% | 0.01% | 74 | +97,378 | 18.26% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 434,208 | 58,269 | 0.03% | 0.02% | 75 | +158,220 | 57.33% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 402,401 | 54,330 | 0.18% | 0.17% | 76 | +2,800 | 0.7% | Q1 2026 | May 15, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 389,505 | 52,742 | 1.5% | 0.79% | 77 | +177,185 | 83.45% | Q1 2026 | May 08, 2026 |
| Korea Investment CORP | History | Reduced | 390,255 | 52,690 | 0.11% | 0.13% | 78 | -98,471 | -20.15% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 379,414 | 51,226 | 0.05% | 0.05% | 79 | -22,342 | -5.56% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 414,907 | 49,972 | 0.01% | 0.02% | 80 | -865,149 | -67.59% | Q1 2026 | May 15, 2026 |
| Guardian Partners Inc. | History | Reduced | 368,162 | 49,854 | 4.16% | 4.18% | 81 | -3,762 | -1.01% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 365,098 | 49,220 | 0.09% | 0.08% | 82 | +8,271 | 2.32% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 352,123 | 47,694 | 0.14% | — | 83 | +352,123 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 344,903 | 46,724 | 0.01% | 0.01% | 84 | +27,649 | 8.72% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 342,798 | 46,430 | 0.02% | 0.02% | 85 | +61,875 | 22.03% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 336,837 | 45,317 | 0.05% | 0.05% | 86 | +18,276 | 5.74% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 324,227 | 43,880 | 0.01% | 0.02% | 87 | -57,965 | -15.17% | Q1 2026 | May 14, 2026 |
| Murchinson Ltd. | History | Added to | 320,046 | 43,315 | 5.48% | 2.05% | 88 | +221,699 | 225.43% | Q1 2026 | May 15, 2026 |
| APG Asset Management N.V. | History | Added to | 369,439 | 43,290 | 0.14% | 0.12% | 89 | +470 | 0.13% | Q1 2026 | May 13, 2026 |
| Purpose Unlimited Inc. | History | Added to | 318,347 | 43,087 | 1.78% | 1.79% | 90 | +17,316 | 5.75% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 309,417 | 41,775 | 0.09% | 0.08% | 91 | +9,499 | 3.17% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 303,218 | 40,002 | 0.01% | 0.01% | 92 | -39,639 | -11.56% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 290,309 | 39,252 | 0.01% | 0.01% | 93 | -75,540 | -20.65% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 298,628 | 38,283 | 0.01% | 0.01% | 94 | -57,791 | -16.21% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 272,416 | 36,868 | 0.03% | 0.03% | 95 | -15,767 | -5.47% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 248,353 | 33,531 | 0.08% | 0.08% | 96 | -11,400 | -4.39% | Q1 2026 | May 15, 2026 |
| Candriam S.C.A. | History | Added to | 244,022 | 32,946 | 0.17% | 0.14% | 97 | +34,605 | 16.52% | Q1 2026 | Apr 30, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 237,936 | 32,236 | 0.24% | 0.01% | 98 | +224,953 | 1732.67% | Q1 2026 | May 13, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 234,353 | 31,717 | 0.17% | 0.08% | 99 | +137,568 | 142.14% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 213,430 | 28,887 | 0.03% | 0.05% | 100 | -137,357 | -39.16% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 210,007 | 28,435 | 0.03% | 0.02% | 101 | +99,942 | 90.8% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Added to | 207,516 | 28,085 | 0.07% | 0.01% | 102 | +172,216 | 487.86% | Q1 2026 | May 13, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 204,967 | 27,673 | 0.42% | 0.34% | 103 | -3,476 | -1.67% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 206,387 | 27,475 | 0.02% | 0.02% | 104 | -5,785 | -2.73% | Q1 2026 | May 14, 2026 |
| Investment Management Corp of Ontario | History | Added to | 199,768 | 27,036 | 0.35% | 0.32% | 105 | +14,230 | 7.67% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Added to | 192,797 | 26,093 | 0.55% | 0.17% | 106 | +43,397 | 29.05% | Q1 2026 | May 14, 2026 |
| Rempart Asset Management Inc. | History | Reduced | 191,899 | 25,910 | 5.45% | 5.1% | 107 | -15,766 | -7.59% | Q1 2026 | Apr 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 187,747 | 25,348 | 0.25% | 0.27% | 108 | -46,067 | -19.7% | Q1 2026 | May 08, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 176,674 | 23,881 | 1.46% | 1.52% | 109 | -1,814 | -1.02% | Q1 2026 | Apr 20, 2026 |
| CANERECTOR INC | History | No change | 125,000 | 23,552 | 11.16% | 10.9% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEB Asset Management AB | History | New | 174,150 | 23,512 | 0.1% | — | 111 | +174,150 | New | Q1 2026 | May 07, 2026 |
| FORSTA AP-FONDEN | History | No change | 180,600 | 23,484 | 0.14% | 0.14% | 112 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Flat Footed LLC | History | New | 169,500 | 22,940 | 2.49% | — | 113 | +169,500 | New | Q1 2026 | May 15, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 166,129 | 22,429 | 0.12% | 0.11% | 114 | +1,134 | 0.69% | Q1 2026 | Apr 23, 2026 |
| Mn Services Vermogensbeheer B.V. | History | No change | 165,213 | 22,306 | 0.15% | 0.13% | 115 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 157,356 | 21,245 | 0.05% | 0.04% | 116 | +25,531 | 19.37% | Q1 2026 | May 14, 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | History | Added to | 152,951 | 20,650 | 0.31% | 0.19% | 117 | +50,791 | 49.72% | Q1 2026 | Apr 10, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 149,995 | 20,324 | 0.47% | 0.43% | 118 | +3,137 | 2.14% | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 144,747 | 19,904 | 0.03% | 0.02% | 119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 143,329 | 19,351 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 149,740 | 19,048 | 0.01% | 0.0% | 121 | +58,540 | 64.19% | Q1 2026 | May 05, 2026 |
| Triasima Portfolio Management inc. | History | Added to | 140,804 | 19,010 | 2.87% | 2.26% | 122 | +24,638 | 21.21% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 360,887 | 18,733 | 0.0% | 0.01% | 123 | -29,722 | -7.61% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 235,927 | 18,196 | 0.02% | 0.01% | 124 | +149,759 | 173.8% | Q1 2026 | May 13, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 95,858 | 18,061 | 0.38% | 0.32% | 125 | +9,186 | 10.6% | Q1 2026 | May 05, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 130,608 | 17,634 | 0.96% | 0.2% | 126 | +109,313 | 513.33% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 247,587 | 16,752 | 0.03% | 0.03% | 127 | -34,854 | -12.34% | Q1 2026 | Apr 08, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 122,555 | 16,594 | 0.08% | 0.07% | 128 | +11,760 | 10.61% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 116,090 | 15,711 | 0.22% | 0.25% | 129 | +59 | 0.05% | Q1 2026 | May 11, 2026 |
| Genus Capital Management Inc. | History | Added to | 112,448 | 15,182 | 1.74% | 0.42% | 130 | +84,926 | 308.57% | Q1 2026 | May 01, 2026 |
| USS Investment Management Ltd | History | Added to | 110,275 | 14,898 | 0.06% | 0.07% | 131 | +1,126 | 1.03% | Q1 2026 | Apr 24, 2026 |
| Vontobel Holding Ltd. | History | No change | 107,319 | 14,538 | 0.05% | 0.04% | 132 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 216,886 | 14,460 | 0.02% | 0.03% | 133 | -93,632 | -30.15% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 215,457 | 14,370 | 0.04% | 0.01% | 134 | +179,393 | 497.43% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 105,598 | 14,291 | 0.11% | 0.11% | 135 | -1,575 | -1.47% | Q1 2026 | May 14, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Added to | 100,673 | 13,632 | 3.23% | 2.95% | 136 | +2,043 | 2.07% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 99,316 | 13,441 | 0.01% | 0.01% | 137 | -24,174 | -19.58% | Q1 2026 | May 12, 2026 |
| American Assets Investment Management, LLC | History | No change | 96,000 | 12,992 | 0.88% | 0.86% | 138 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 93,210 | 12,584 | 0.11% | 0.1% | 139 | -3,341 | -3.46% | Q1 2026 | Apr 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 92,145 | 12,440 | 0.0% | 0.0% | 140 | +11,416 | 14.14% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 89,100 | 12,058 | 0.45% | 0.08% | 141 | +70,300 | 373.94% | Q1 2026 | May 15, 2026 |
| Claret Asset Management Corp | History | Reduced | 88,514 | 11,988 | 1.43% | 1.34% | 142 | -500 | -0.56% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 91,870 | 10,854 | 0.01% | 0.01% | 143 | +23,578 | 34.53% | Q1 2026 | May 12, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 80,062 | 10,846 | 0.22% | 0.2% | 144 | +4,511 | 5.97% | Q1 2026 | May 04, 2026 |
| Utah Retirement Systems | History | Reduced | 77,606 | 10,477 | 0.11% | 0.1% | 145 | -3,126 | -3.87% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 77,035 | 10,426 | 0.01% | 0.01% | 146 | +4,869 | 6.75% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 79,531 | 10,322 | 0.0% | 0.0% | 147 | +10,941 | 15.95% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 70,270 | 9,510 | 0.0% | 0.0% | 148 | +55,271 | 368.5% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 65,599 | 8,878 | 0.01% | 0.01% | 149 | +18,164 | 38.29% | Q1 2026 | May 15, 2026 |
| Avanza Fonder AB | History | Added to | 46,542 | 8,769 | 0.24% | 0.21% | 150 | +962 | 2.11% | Q1 2026 | Apr 15, 2026 |
| Lombard Odier Asset Management (Switzerland) SA | History | Added to | 62,396 | 8,448 | 0.32% | 0.27% | 151 | +14,200 | 29.46% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 44,500 | 8,317 | 2.85% | 2.82% | 152 | +1,455 | 3.38% | Q1 2026 | May 12, 2026 |
| JCIC Asset Management Inc. | History | Added to | 61,364 | 8,294 | 2.54% | 2.4% | 153 | +1,074 | 1.78% | Q1 2026 | Apr 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 61,427 | 8,270 | 0.0% | 0.0% | 154 | -800 | -1.29% | Q1 2026 | May 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 73,170 | 8,047 | 0.01% | 0.01% | 155 | -14,934 | -16.95% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 50,792 | 7,981 | 0.0% | 0.0% | 156 | +6,107 | 13.67% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 57,318 | 7,757 | 0.03% | 0.02% | 157 | -304 | -0.53% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 57,104 | 7,728 | 0.04% | 0.12% | 158 | -110,701 | -65.97% | Q1 2026 | May 13, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 56,377 | 7,636 | 0.13% | 0.08% | 159 | +19,498 | 52.87% | Q1 2026 | May 14, 2026 |
| Gulf International Bank (UK) Ltd | History | Added to | 54,623 | 7,396 | 0.17% | 0.15% | 160 | +18,382 | 50.72% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 54,959 | 7,387 | 0.0% | 0.0% | 161 | +30,959 | 129.0% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 54,170 | 7,331 | 0.03% | 0.04% | 162 | -59,353 | -52.28% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 52,878 | 7,156 | 0.04% | 0.05% | 163 | +243 | 0.46% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 52,594 | 7,099 | 0.02% | 0.03% | 164 | -21,089 | -28.62% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 53,898 | 6,995 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 50,641 | 6,853 | 0.01% | 0.01% | 166 | -14,156 | -21.85% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 424,348 | 6,767 | 0.01% | 0.03% | 167 | +230,653 | 119.08% | Q1 2026 | May 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 49,563 | 6,707 | 0.76% | 0.74% | 168 | -675 | -1.34% | Q1 2026 | Apr 21, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 47,958 | 6,482 | 1.07% | 0.86% | 169 | -1,648 | -3.32% | Q1 2026 | Apr 28, 2026 |
| Kepler Cheuvreux (Suisse) SA | History | No change | 34,266 | 6,456 | 0.43% | 0.34% | 170 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 47,753 | 6,447 | 0.01% | 0.0% | 171 | +45,520 | 2038.51% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 89,609 | 6,440 | 0.14% | 0.2% | 172 | -8,832 | -8.97% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 46,069 | 6,234 | 0.41% | 0.39% | 173 | +44,769 | 3443.77% | Q1 2026 | Apr 28, 2026 |
| Allianz Asset Management GmbH | History | Added to | 45,867 | 6,192 | 0.01% | 0.01% | 174 | +527 | 1.16% | Q1 2026 | May 11, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 45,376 | 6,141 | 0.02% | 0.0% | 175 | +32,312 | 247.34% | Q1 2026 | May 15, 2026 |
| PCJ Investment Counsel Ltd. | History | Added to | 43,300 | 5,865 | 1.67% | 1.34% | 176 | +1,450 | 3.46% | Q1 2026 | May 11, 2026 |
| Osmosis Investment Management UK Ltd | History | Reduced | 43,356 | 5,849 | 0.16% | 0.17% | 177 | -8,632 | -16.6% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 43,209 | 5,847 | 0.11% | — | 178 | +43,209 | New | Q1 2026 | Apr 27, 2026 |
| Rathbones Group PLC | History | Added to | 42,154 | 5,691 | 0.02% | 0.02% | 179 | +770 | 1.86% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 41,906 | 5,657 | 0.01% | 0.01% | 180 | +1,415 | 3.49% | Q1 2026 | May 06, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 41,708 | 5,644 | 1.12% | 1.07% | 181 | -1,127 | -2.63% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Reduced | 41,597 | 5,629 | 0.01% | 0.05% | 182 | -162,799 | -79.65% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Added to | 325,000 | 5,618 | 0.36% | 0.31% | 183 | +306,417 | 1648.91% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 41,181 | 5,573 | 0.01% | 0.01% | 184 | +3,542 | 9.41% | Q1 2026 | May 14, 2026 |
| Andra AP-fonden | History | New | 29,400 | 5,539 | 0.07% | — | 185 | +29,400 | New | Q1 2026 | May 08, 2026 |
| Walleye Trading LLC | History | Added to | 40,900 | 5,535 | 0.01% | 0.01% | 186 | +4,800 | 13.3% | Q1 2026 | May 08, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 40,884 | 5,533 | 0.16% | 0.19% | 187 | -9,681 | -19.15% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 37,629 | 5,092 | 0.07% | 0.07% | 188 | -2,496 | -6.22% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,745 | 4,837 | 0.01% | 0.01% | 189 | -2,025 | -5.36% | Q1 2026 | Apr 27, 2026 |
| AYAL Capital Advisors Ltd | History | New | 35,000 | 4,736 | 1.28% | — | 190 | +35,000 | New | Q1 2026 | May 15, 2026 |
| Cumberland Partners Ltd | History | Reduced | 34,895 | 4,716 | 0.36% | 0.33% | 191 | -6,113 | -14.91% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 33,600 | 4,547 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 74,890 | 4,464 | 0.33% | 0.34% | 193 | +4,373 | 6.2% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 62,751 | 4,390 | 0.14% | — | 194 | +62,751 | New | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, LLC | History | No change | 31,959 | 4,325 | 0.84% | 0.96% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 31,839 | 4,252 | 0.0% | 0.0% | 196 | -1,816 | -5.4% | Q1 2026 | May 08, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 31,325 | 4,239 | 0.01% | 0.01% | 197 | -1,894 | -5.7% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 31,288 | 4,234 | 0.17% | 0.17% | 198 | -3,301 | -9.54% | Q1 2026 | Apr 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 77,023 | 4,136 | 0.15% | 0.2% | 199 | -9,856 | -11.34% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 43,690 | 4,111 | 0.01% | 0.01% | 200 | -9,855 | -18.41% | Q1 2026 | May 04, 2026 |
| Erste Asset Management GmbH | History | New | 30,300 | 3,979 | 0.04% | — | 201 | +30,300 | New | Q1 2026 | May 11, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 20,000 | 3,768 | 0.26% | — | 202 | +20,000 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,855 | 3,716 | 0.01% | 0.01% | 203 | +20,763 | 73.91% | Q1 2026 | Apr 30, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 26,929 | 3,635 | 0.01% | 0.01% | 204 | -3,900 | -12.65% | Q1 2026 | May 13, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Reduced | 26,581 | 3,588 | 1.62% | 1.53% | 205 | -7 | -0.03% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Reduced | 25,724 | 3,481 | 0.01% | 0.02% | 206 | -14,404 | -35.9% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,062 | 3,391 | 0.0% | 0.0% | 207 | +3,794 | 17.84% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 24,843 | 3,362 | 0.0% | 0.0% | 208 | -17 | -0.07% | Q1 2026 | May 14, 2026 |
| Burkett Asset Management Ltd | History | Added to | 24,533 | 3,316 | 3.27% | 3.11% | 209 | +833 | 3.51% | Q1 2026 | May 05, 2026 |
| Jump Financial, LLC | History | Reduced | 16,251 | 3,272 | 0.04% | 0.06% | 210 | -4,346 | -21.1% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 23,971 | 3,244 | 0.06% | 0.06% | 211 | -22 | -0.09% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 23,900 | 3,234 | 0.11% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gold Investment Management Ltd. | History | Added to | 23,088 | 3,124 | 0.97% | 0.95% | 213 | +189 | 0.83% | Q1 2026 | Apr 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 22,756 | 3,079 | 0.09% | 0.09% | 214 | -51 | -0.22% | Q1 2026 | May 13, 2026 |
| ASR Vermogensbeheer N.V. | History | No change | 22,213 | 2,999 | 0.04% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 22,123 | 2,994 | 0.03% | 0.03% | 216 | +622 | 2.89% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,121 | 2,993 | 0.0% | 0.0% | 217 | -6,307 | -22.19% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 21,800 | 2,950 | 0.0% | 0.01% | 218 | -54,640 | -71.48% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 21,852 | 2,950 | 0.0% | 0.0% | 219 | +117 | 0.54% | Q1 2026 | Apr 20, 2026 |
| Walleye Capital LLC | History | Reduced | 21,548 | 2,916 | 0.01% | 0.02% | 221 | -25,329 | -54.03% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 21,550 | 2,916 | 0.19% | 0.19% | 220 | -10,731 | -33.24% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,944 | 2,834 | 0.01% | 0.01% | 222 | +226 | 1.09% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Added to | 20,076 | 2,717 | 0.0% | 0.0% | 223 | +1,997 | 11.05% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 19,832 | 2,684 | 0.27% | — | 224 | +19,832 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,247 | 2,669 | 0.0% | 0.0% | 225 | +7,208 | 55.28% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 19,603 | 2,653 | 0.04% | 0.04% | 226 | +111 | 0.57% | Q1 2026 | Apr 09, 2026 |
| UniSuper Management Pty Ltd | History | No change | 13,900 | 2,619 | 0.02% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 19,346 | 2,618 | 0.06% | 0.05% | 228 | +101 | 0.52% | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Reduced | 19,297 | 2,604 | 0.06% | 0.07% | 229 | -2,055 | -9.62% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 19,068 | 2,580 | 0.01% | 0.02% | 230 | -5,647 | -22.85% | Q1 2026 | Apr 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 18,316 | 2,478 | 0.04% | 0.04% | 231 | +1,130 | 6.58% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 18,095 | 2,448 | 0.04% | 0.04% | 232 | +2,542 | 16.34% | Q1 2026 | Apr 20, 2026 |
| Silver Lake Advisory, LLC | History | Reduced | 17,606 | 2,382 | 0.95% | 0.95% | 233 | -1,252 | -6.64% | Q1 2026 | Apr 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 17,360 | 2,349 | 0.17% | 0.17% | 234 | -420 | -2.36% | Q1 2026 | Apr 20, 2026 |
| First Bank & Trust | History | Added to | 17,295 | 2,340 | 0.38% | 0.36% | 235 | +160 | 0.93% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,862 | 2,282 | 0.01% | 0.01% | 236 | -2,923 | -14.77% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 16,869 | 2,267 | 0.0% | 0.0% | 237 | -7,202 | -29.92% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 34,513 | 2,261 | 0.26% | 0.27% | 238 | +24,238 | 235.89% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 17,151 | 2,226 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 16,041 | 2,171 | 0.0% | 0.0% | 240 | +2,137 | 15.37% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 15,949 | 2,158 | 0.12% | 0.18% | 241 | -12,922 | -44.76% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 15,400 | 2,084 | 0.0% | 0.0% | 242 | -6,166 | -28.59% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 14,900 | 2,016 | 0.0% | 0.01% | 243 | -17,300 | -53.73% | Q1 2026 | May 15, 2026 |
| Genesis Financial Group, LLC | History | Reduced | 10,000 | 2,013 | 1.27% | 1.46% | 244 | -300 | -2.91% | Q1 2026 | May 18, 2026 |
| Trexquant Investment LP | History | New | 14,799 | 2,002 | 0.01% | — | 245 | +14,799 | New | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 14,716 | 1,992 | 0.0% | 0.0% | 247 | +2,016 | 15.87% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 14,720 | 1,992 | 0.02% | 0.01% | 246 | +74 | 0.51% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 14,987 | 1,975 | 0.03% | 0.02% | 248 | +125 | 0.84% | Q1 2026 | Apr 22, 2026 |
| Plato Investment Management Ltd | History | Added to | 14,305 | 1,932 | 0.13% | 0.0% | 249 | +13,836 | 2950.11% | Q1 2026 | May 04, 2026 |
| Centric Wealth Management | History | Added to | 73,218 | 1,880 | 0.38% | 0.34% | 250 | +2,000 | 2.81% | Q1 2026 | May 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 13,890 | 1,879 | 0.03% | 0.03% | 251 | -2,086 | -13.06% | Q1 2026 | May 11, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 13,634 | 1,845 | 0.35% | 0.34% | 252 | -50 | -0.37% | Q1 2026 | Apr 15, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 30,833 | 1,837 | 1.58% | 2.43% | 253 | -7,076 | -18.67% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Added to | 13,513 | 1,828 | 0.0% | 0.0% | 254 | +961 | 7.66% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,099 | 1,772 | 0.03% | 0.02% | 255 | +6,167 | 88.96% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 13,077 | 1,769 | 0.04% | 0.05% | 256 | -5,187 | -28.4% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 12,928 | 1,749 | 0.01% | 0.01% | 257 | -329 | -2.48% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 18,691 | 1,745 | 0.05% | 0.05% | 258 | +4,341 | 30.25% | Q1 2026 | May 14, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | Reduced | 12,529 | 1,692 | 0.26% | 0.24% | 259 | -217 | -1.7% | Q1 2026 | May 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 28,100 | 1,675 | 0.56% | — | 260 | +28,100 | New | Q1 2026 | May 12, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 12,213 | 1,652 | 0.05% | 0.05% | 261 | -200 | -1.61% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,653 | 1,596 | 0.02% | 0.02% | 262 | +639 | 5.8% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Reduced | 11,769 | 1,592 | 0.0% | 0.0% | 263 | -2,284 | -16.25% | Q1 2026 | May 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 11,755 | 1,590 | 0.01% | 0.0% | 264 | +2,458 | 26.44% | Q1 2026 | Apr 24, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 11,470 | 1,552 | 0.25% | 0.36% | 265 | -800 | -6.52% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | No change | 11,465 | 1,551 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Reduced | 11,453 | 1,550 | 0.25% | 0.24% | 267 | -332 | -2.82% | Q1 2026 | Apr 28, 2026 |
| Magnetar Financial LLC | History | Reduced | 11,373 | 1,539 | 0.02% | 0.04% | 268 | -18,212 | -61.56% | Q1 2026 | May 13, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 11,215 | 1,514 | 0.95% | 1.04% | 269 | +93 | 0.84% | Q1 2026 | Apr 27, 2026 |
| Quadrature Capital Ltd | History | Reduced | 11,100 | 1,498 | 0.02% | 0.67% | 270 | -496,682 | -97.81% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 95,335 | 1,490 | 0.14% | 0.22% | 271 | +9,997 | 11.71% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 24,951 | 1,487 | 0.16% | 0.59% | 272 | -54,333 | -68.53% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Reduced | 10,877 | 1,471 | 0.01% | 0.01% | 273 | -2,372 | -17.9% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,697 | 1,448 | 0.0% | 0.0% | 274 | +167 | 1.59% | Q1 2026 | Apr 30, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 10,695 | 1,446 | 0.01% | 0.01% | 275 | +50 | 0.47% | Q1 2026 | May 15, 2026 |
| Morningstar Investment Management LLC | History | Added to | 10,675 | 1,445 | 0.09% | 0.07% | 276 | +1,104 | 11.53% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 10,458 | 1,415 | 0.16% | 0.12% | 277 | +2,378 | 29.43% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 19,977 | 1,382 | 0.04% | 0.04% | 278 | +207 | 1.05% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 9,766 | 1,322 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 9,697 | 1,312 | 0.0% | 0.0% | 280 | +2,354 | 32.06% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Reduced | 9,670 | 1,308 | 0.01% | 0.03% | 281 | -203 | -2.06% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 9,660 | 1,307 | 0.04% | 0.03% | 282 | +1,105 | 12.92% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 9,545 | 1,291 | 0.01% | 0.02% | 283 | -3,859 | -28.79% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,484 | 1,283 | 0.01% | 0.0% | 284 | +4,834 | 103.96% | Q1 2026 | Apr 27, 2026 |
| First American Bank | History | No change | 9,360 | 1,266 | 0.08% | 0.07% | 285 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Berger Financial Group, Inc | History | No change | 9,350 | 1,265 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,331 | 1,262 | 0.01% | 0.01% | 287 | +1,851 | 24.75% | Q1 2026 | May 05, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 9,202 | 1,245 | 0.11% | 0.12% | 288 | +81 | 0.89% | Q1 2026 | Apr 24, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 8,770 | 1,187 | 0.16% | 0.16% | 289 | -625 | -6.65% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 8,738 | 1,182 | 0.03% | 0.03% | 290 | -150 | -1.69% | Q1 2026 | May 01, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 8,631 | 1,168 | 0.02% | 0.01% | 291 | +2,218 | 34.59% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | New | 8,640 | 1,166 | 0.14% | — | 293 | +8,640 | New | Q1 2026 | May 13, 2026 |
| Tacita Capital Inc | History | Reduced | 8,637 | 1,166 | 0.69% | 0.65% | 292 | -19 | -0.22% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 8,609 | 1,165 | 0.01% | 0.01% | 294 | +1,630 | 23.36% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,545 | 1,156 | 0.03% | 0.03% | 295 | -82 | -0.95% | Q1 2026 | Apr 15, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 8,400 | 1,135 | 0.21% | 0.22% | 296 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,306 | 1,124 | 0.05% | 0.05% | 297 | -2 | -0.02% | Q1 2026 | May 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 8,099 | 1,096 | 0.05% | 0.04% | 298 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 8,017 | 1,085 | 0.01% | 0.0% | 299 | +1,153 | 16.8% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 7,872 | 1,065 | 0.05% | 0.05% | 300 | +77 | 0.99% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 7,808 | 1,056 | 0.02% | 0.02% | 301 | -29 | -0.37% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,575 | 1,025 | 0.0% | 0.0% | 302 | -842 | -10.0% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 7,492 | 1,013 | 0.01% | 0.32% | 303 | -472,000 | -98.44% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | Reduced | 7,299 | 987 | 0.03% | 0.05% | 304 | -2,802 | -27.74% | Q1 2026 | Apr 24, 2026 |
| OBSIDIAN CIO, LLC | History | New | 7,142 | 966 | 0.87% | — | 305 | +7,142 | New | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 7,094 | 960 | 0.33% | 0.43% | 306 | -2,074 | -22.62% | Q1 2026 | Apr 28, 2026 |
| Mediolanum International Funds Ltd | History | Added to | 7,177 | 945 | 0.01% | 0.0% | 307 | +3,413 | 90.67% | Q1 2026 | May 06, 2026 |
| Parrish Capital LLC | History | Reduced | 6,937 | 938 | 0.84% | 0.82% | 308 | -44 | -0.63% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Added to | 6,881 | 931 | 0.0% | 0.0% | 309 | +1,291 | 23.09% | Q1 2026 | May 04, 2026 |
| Squarepoint Ops LLC | History | Reduced | 6,878 | 930 | 0.0% | 0.0% | 310 | -10,478 | -60.37% | Q1 2026 | May 15, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 6,830 | 924 | 0.54% | — | 311 | +6,830 | New | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,785 | 918 | 0.0% | 0.0% | 312 | -11,098 | -62.06% | Q1 2026 | May 15, 2026 |
| MAIRS & POWER INC | History | No change | 6,746 | 913 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TI-TRUST, INC | History | No change | 6,692 | 905 | 0.54% | 0.54% | 314 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 6,680 | 904 | 0.06% | 0.05% | 315 | +16 | 0.24% | Q1 2026 | Apr 29, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 6,534 | 895 | 0.41% | — | 316 | +6,534 | New | Q1 2026 | Apr 22, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 6,270 | 890 | 0.01% | — | 317 | +6,270 | New | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | New | 56,424 | 881 | 0.1% | — | 318 | +56,424 | New | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,447 | 872 | 0.01% | 0.01% | 319 | +631 | 10.85% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,384 | 864 | 0.0% | 0.0% | 320 | +461 | 7.78% | Q1 2026 | Apr 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 6,352 | 859 | 0.05% | 0.04% | 321 | +271 | 4.46% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,565 | 852 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 4,498 | 847 | 0.01% | 0.0% | 323 | +2,162 | 92.55% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Added to | 6,149 | 832 | 0.02% | 0.01% | 324 | +1,328 | 27.55% | Q1 2026 | May 11, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 52,489 | 820 | 0.36% | 0.61% | 325 | -3,787 | -6.73% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 6,051 | 818 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 99,790 | 814 | 0.01% | — | 327 | +99,790 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,684 | 805 | 0.0% | 0.0% | 328 | -210 | -3.56% | Q1 2026 | May 08, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 5,935 | 803 | 0.09% | 0.08% | 329 | -20 | -0.34% | Q1 2026 | Apr 28, 2026 |
| Busey Bank | History | Reduced | 5,849 | 791 | 0.02% | 0.02% | 330 | -400 | -6.4% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,827 | 788 | 0.0% | — | 331 | +5,827 | New | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,649 | 764 | 0.0% | 0.01% | 332 | -8,081 | -58.86% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,584 | 755 | 0.01% | 0.01% | 333 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| OSSIAM | History | Reduced | 5,558 | 750 | 0.01% | 0.02% | 334 | -918 | -14.18% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 5,486 | 742 | 0.05% | 0.05% | 335 | +12 | 0.22% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 5,401 | 740 | 0.03% | — | 336 | +5,401 | New | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 5,438 | 735 | 0.04% | 0.06% | 337 | -1,979 | -26.68% | Q1 2026 | Apr 30, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 5,411 | 732 | 0.02% | 0.02% | 338 | +729 | 15.57% | Q1 2026 | May 14, 2026 |
| Belvedere Trading LLC | History | Added to | 10,633 | 726 | 0.0% | 0.0% | 339 | +533 | 5.28% | Q1 2026 | May 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 5,401 | 723 | 0.05% | 0.05% | 340 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 5,248 | 710 | 0.37% | 0.36% | 341 | -163 | -3.01% | Q1 2026 | Apr 27, 2026 |
| Quilter Plc | History | No change | 3,710 | 699 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,203 | 698 | 0.01% | 0.01% | 343 | +1,296 | 33.17% | Q1 2026 | Apr 07, 2026 |
| Passumpsic Savings Bank | History | No change | 5,314 | 689 | 0.38% | 0.38% | 344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | New | 5,051 | 678 | 0.0% | — | 345 | +5,051 | New | Q1 2026 | Apr 30, 2026 |
| Pacifica Partners Inc. | History | New | 5,005 | 676 | 0.22% | — | 346 | +5,005 | New | Q1 2026 | Apr 09, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 5,002 | 676 | 0.16% | — | 347 | +5,002 | New | Q1 2026 | Apr 08, 2026 |
| Baskin Financial Services Inc. | History | Reduced | 4,967 | 673 | 0.06% | 0.07% | 348 | -2,100 | -29.72% | Q1 2026 | Apr 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 4,941 | 667 | 0.1% | 0.11% | 349 | -168 | -3.29% | Q1 2026 | Apr 17, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 4,810 | 650 | 0.15% | 0.16% | 350 | -675 | -12.31% | Q1 2026 | Apr 10, 2026 |
| Curi Capital, LLC | History | Reduced | 4,726 | 639 | 0.01% | 0.01% | 351 | -122 | -2.52% | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 4,672 | 632 | 0.12% | 0.06% | 352 | +2,434 | 108.76% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,921 | 627 | 0.02% | 0.0% | 353 | +10,781 | 945.7% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Reduced | 4,632 | 626 | 0.01% | 0.01% | 354 | -748 | -13.9% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Reduced | 4,583 | 620 | 0.01% | 0.01% | 355 | -252 | -5.21% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 4,575 | 619 | 0.06% | 0.08% | 356 | -1,850 | -28.79% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 4,560 | 617 | 0.0% | 0.0% | 357 | -80 | -1.72% | Q1 2026 | May 15, 2026 |
| Ellenbecker Investment Group | History | No change | 4,505 | 609 | 0.08% | 0.08% | 358 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 4,464 | 604 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | No change | 4,453 | 602 | 0.39% | 0.36% | 360 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,390 | 594 | 0.01% | 0.01% | 361 | -17 | -0.39% | Q1 2026 | Apr 20, 2026 |
| Boltwood Capital Management | History | No change | 4,375 | 592 | 0.15% | 0.15% | 362 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Biltmore Family Office, LLC | History | No change | 4,360 | 590 | 0.08% | 0.08% | 363 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Qtron Investments LLC | History | Added to | 4,354 | 587 | 0.08% | 0.03% | 364 | +2,547 | 140.95% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 4,337 | 586 | 0.01% | 0.01% | 365 | +225 | 5.47% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,286 | 580 | 0.02% | 0.02% | 366 | +620 | 16.91% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Reduced | 4,251 | 575 | 0.04% | 0.04% | 367 | -148 | -3.36% | Q1 2026 | Apr 21, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 4,238 | 573 | 0.01% | — | 368 | +4,238 | New | Q1 2026 | May 01, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 4,190 | 567 | 0.0% | — | 369 | +4,190 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 4,164 | 563 | 0.01% | 0.1% | 371 | -26,315 | -86.34% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,163 | 563 | 0.06% | 0.05% | 370 | +877 | 26.69% | Q1 2026 | Apr 06, 2026 |
| Avant Financial Advisors LLC | History | No change | 4,160 | 563 | 0.4% | 0.39% | 372 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER & CO INC | History | New | 4,156 | 562 | 0.01% | — | 374 | +4,156 | New | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,156 | 562 | 0.0% | 0.01% | 373 | -717 | -14.71% | Q1 2026 | Apr 07, 2026 |
| CERTUITY, LLC | History | Reduced | 4,152 | 561 | 0.04% | 0.03% | 375 | -48 | -1.14% | Q1 2026 | May 11, 2026 |
| PCM Encore, LLC | History | Added to | 4,040 | 546 | 0.11% | 0.1% | 376 | +333 | 8.98% | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,020 | 543 | 0.11% | 0.12% | 377 | +6 | 0.15% | Q1 2026 | Apr 15, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 4,000 | 541 | 0.17% | 0.16% | 378 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 3,984 | 539 | 0.08% | 0.07% | 379 | -117 | -2.85% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 3,970 | 537 | 0.0% | 0.0% | 380 | -180 | -4.34% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 3,925 | 531 | 0.01% | 0.01% | 381 | +221 | 5.97% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,913 | 529 | 0.0% | — | 382 | +3,913 | New | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 30,000 | 527 | 0.23% | 3.82% | 383 | -74,200 | -71.21% | Q1 2026 | Apr 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 3,839 | 519 | 0.05% | 0.05% | 384 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KLCM Advisors, Inc. | History | No change | 3,779 | 511 | 0.04% | 0.04% | 385 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DAVIS-REA LTD. | History | Reduced | 3,725 | 502 | 0.13% | 0.12% | 386 | -75 | -1.97% | Q1 2026 | Apr 30, 2026 |
| TWINBEECH CAPITAL LP | History | Added to | 3,700 | 500 | 0.05% | 0.03% | 388 | +699 | 23.29% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,700 | 500 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NWAM LLC | History | Added to | 3,668 | 496 | 0.03% | 0.03% | 389 | +2 | 0.05% | Q1 2026 | May 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 4,770 | 488 | 0.0% | 0.0% | 390 | -4,400 | -47.98% | Q1 2026 | May 13, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Reduced | 3,612 | 487 | 0.02% | 0.02% | 391 | -50 | -1.37% | Q1 2026 | May 14, 2026 |
| Code Waechter LLC | History | Reduced | 3,582 | 484 | 0.29% | 0.37% | 392 | -904 | -20.15% | Q1 2026 | Apr 15, 2026 |
| Militia Capital Management LLC | History | New | 2,400 | 483 | 0.11% | — | 393 | +2,400 | New | Q1 2026 | May 13, 2026 |
| Strategic Investment Advisors / MI | History | New | 3,556 | 481 | 0.03% | — | 395 | +3,556 | New | Q1 2026 | May 18, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 3,558 | 481 | 0.06% | 0.06% | 394 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vident Advisory, LLC | History | Reduced | 3,543 | 479 | 0.0% | 0.0% | 396 | -181 | -4.86% | Q1 2026 | May 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 3,500 | 473 | 0.04% | — | 398 | +3,500 | New | Q1 2026 | Apr 29, 2026 |
| Groupe la Francaise | History | New | 3,500 | 473 | 0.01% | — | 399 | +3,500 | New | Q1 2026 | May 21, 2026 |
| PUZO MICHAEL J | History | No change | 3,500 | 473 | 0.14% | 0.12% | 397 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTRUST BANK NA | History | Reduced | 3,487 | 471 | 0.04% | 0.04% | 400 | -14 | -0.4% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,464 | 468 | 0.0% | 0.0% | 401 | +787 | 29.4% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 3,456 | 467 | 0.0% | 0.0% | 402 | +654 | 23.34% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 3,447 | 466 | 0.0% | 0.0% | 403 | -88 | -2.49% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | No change | 3,438 | 465 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 3,425 | 463 | 0.13% | 0.11% | 405 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vantage Financial Partners, LLC | History | No change | 3,465 | 449 | 0.09% | 0.09% | 406 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 111 Capital | History | New | 3,288 | 445 | 0.11% | — | 407 | +3,288 | New | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,260 | 441 | 0.02% | — | 408 | +3,260 | New | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | No change | 3,243 | 438 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | History | Added to | 3,193 | 431 | 0.28% | 0.19% | 410 | +505 | 18.79% | Q1 2026 | Apr 27, 2026 |
| Diversified Trust Co | History | Added to | 3,161 | 427 | 0.01% | 0.01% | 411 | +421 | 15.36% | Q1 2026 | Apr 16, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 3,141 | 425 | 0.02% | 0.02% | 412 | +88 | 2.88% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 406,135 | 423 | 0.03% | — | 413 | +406,135 | New | Q1 2026 | May 01, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 3,083 | 417 | 0.0% | 0.0% | 414 | +228 | 7.99% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,070 | 415 | 0.05% | 0.05% | 415 | +8 | 0.26% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,061 | 414 | 0.01% | 0.01% | 416 | -5 | -0.16% | Q1 2026 | Apr 21, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 3,049 | 412 | 0.06% | 0.07% | 417 | -1,145 | -27.3% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,188 | 410 | 0.01% | 0.01% | 418 | +153 | 5.04% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,999 | 405 | 0.0% | 0.0% | 420 | +217 | 7.8% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,035 | 405 | 0.03% | 0.03% | 419 | -14 | -0.46% | Q1 2026 | Apr 14, 2026 |
| Brooklyn Investment Group | History | New | 2,982 | 403 | 0.01% | — | 421 | +2,982 | New | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 2,000 | 402 | 0.07% | — | 422 | +2,000 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,942 | 398 | 0.0% | 0.0% | 423 | -243 | -7.63% | Q1 2026 | May 13, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | No change | 6,676 | 397 | 0.34% | 0.37% | 424 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Five Oceans Advisors | History | No change | 2,938 | 397 | 0.14% | 0.13% | 425 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Summerhill Capital Management lnc. | History | New | 2,907 | 392 | 0.34% | — | 427 | +2,907 | New | Q1 2026 | Apr 22, 2026 |
| DRW Securities, LLC | History | New | 2,082 | 392 | 0.01% | — | 426 | +2,082 | New | Q1 2026 | May 13, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 2,891 | 391 | 0.04% | 0.04% | 428 | -200 | -6.47% | Q1 2026 | Apr 29, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 2,785 | 376 | 0.03% | 0.03% | 429 | +323 | 13.12% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Added to | 2,773 | 375 | 0.01% | 0.01% | 430 | +379 | 15.83% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,736 | 370 | 0.0% | 0.0% | 431 | -351 | -11.37% | Q1 2026 | May 01, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 2,732 | 369 | 0.27% | 0.26% | 432 | -51 | -1.83% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,725 | 368 | 0.01% | 0.01% | 434 | -400 | -12.8% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,837 | 368 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST MERCHANTS CORP | History | No change | 2,716 | 367 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,660 | 359 | 0.03% | — | 436 | +2,660 | New | Q1 2026 | May 15, 2026 |
| Fielder Capital Group LLC | History | No change | 2,640 | 357 | 0.08% | 0.07% | 437 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,636 | 356 | 0.03% | 0.03% | 438 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | New | 2,603 | 352 | 0.01% | — | 439 | +2,603 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 2,707 | 350 | 0.0% | 0.0% | 440 | -8,311 | -75.43% | Q1 2026 | May 14, 2026 |
| Arkos Global Advisors | History | No change | 2,557 | 346 | 0.04% | 0.04% | 441 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,554 | 345 | 0.11% | 0.12% | 442 | -145 | -5.37% | Q1 2026 | Apr 24, 2026 |
| Pure Financial Advisors, LLC | History | New | 2,523 | 341 | 0.0% | — | 444 | +2,523 | New | Q1 2026 | Apr 10, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 2,275 | 341 | 0.02% | 0.03% | 443 | -594 | -20.7% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | No change | 2,512 | 339 | 0.04% | 0.04% | 445 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Performance Wealth Partners, LLC | History | No change | 2,500 | 338 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,493 | 337 | 0.01% | 0.01% | 447 | -56 | -2.2% | Q1 2026 | Apr 27, 2026 |
| Townsend & Associates, Inc | History | No change | 2,225 | 335 | 0.03% | 0.03% | 448 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Nilsine Partners, LLC | History | New | 2,183 | 332 | 0.03% | — | 450 | +2,183 | New | Q1 2026 | Apr 29, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,430 | 332 | 0.01% | 0.0% | 449 | +682 | 39.02% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 2,448 | 331 | 0.03% | 0.02% | 451 | +151 | 6.57% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,425 | 328 | 0.01% | 0.01% | 453 | +297 | 13.96% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,425 | 328 | 0.02% | 0.02% | 452 | +8 | 0.33% | Q1 2026 | Apr 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,410 | 326 | 0.01% | 0.01% | 455 | +289 | 13.63% | Q1 2026 | Apr 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,412 | 326 | 0.09% | 0.09% | 454 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,383 | 322 | 0.01% | 0.01% | 456 | +2 | 0.08% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | New | 2,371 | 320 | 0.0% | — | 457 | +2,371 | New | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 2,354 | 318 | 0.02% | 0.02% | 459 | +349 | 17.41% | Q1 2026 | Apr 28, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 2,353 | 318 | 0.07% | 0.07% | 458 | -327 | -12.2% | Q1 2026 | Apr 20, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,336 | 316 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 2,328 | 315 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| United Advisor Group, LLC | History | New | 20,133 | 314 | 0.04% | — | 463 | +20,133 | New | Q1 2026 | Apr 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 2,325 | 314 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 2,093 | 310 | 0.04% | 0.04% | 465 | +449 | 27.31% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,295 | 310 | 0.03% | 0.02% | 464 | -47 | -2.01% | Q1 2026 | Apr 10, 2026 |
| Centiva Capital, LP | History | New | 2,274 | 307 | 0.0% | — | 466 | +2,274 | New | Q1 2026 | May 14, 2026 |
| Concorde Asset Management, LLC | History | No change | 4,481 | 304 | 0.12% | 0.12% | 467 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,232 | 302 | 0.0% | 0.0% | 468 | +153 | 7.36% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 2,228 | 301 | 0.01% | 0.01% | 469 | -46 | -2.02% | Q1 2026 | Apr 23, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 2,217 | 300 | 0.05% | 0.05% | 471 | -117 | -5.01% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,217 | 300 | 0.01% | 0.01% | 470 | +55 | 2.54% | Q1 2026 | May 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 2,203 | 298 | 0.03% | 0.05% | 472 | -1,441 | -39.54% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 3,424 | 297 | 0.0% | 0.0% | 473 | -99,894 | -96.69% | Q1 2026 | Apr 16, 2026 |
| WoodTrust Financial Corp | History | No change | 2,189 | 296 | 0.04% | 0.03% | 474 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| West Family Investments, Inc. | History | Reduced | 2,183 | 295 | 0.1% | 0.12% | 475 | -1,671 | -43.36% | Q1 2026 | May 07, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 2,185 | 295 | 0.3% | 0.26% | 476 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 2,175 | 294 | 0.05% | 0.05% | 477 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 2,172 | 293 | 0.0% | — | 478 | +2,172 | New | Q1 2026 | Apr 27, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 2,220 | 292 | 0.05% | — | 479 | +2,220 | New | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 2,154 | 291 | 0.02% | 0.02% | 480 | -126 | -5.53% | Q1 2026 | May 11, 2026 |
| First Affirmative Financial Network | History | New | 2,148 | 290 | 0.11% | — | 482 | +2,148 | New | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 2,143 | 290 | 0.0% | 0.0% | 481 | -53 | -2.41% | Q1 2026 | Apr 28, 2026 |
| ALGERT GLOBAL LLC | History | New | 2,131 | 288 | 0.0% | — | 484 | +2,131 | New | Q1 2026 | May 14, 2026 |
| Plancorp, LLC | History | Added to | 1,996 | 288 | 0.01% | 0.01% | 483 | +1 | 0.05% | Q1 2026 | Apr 14, 2026 |
| Income Insurance Ltd | History | No change | 2,132 | 287 | 0.2% | 0.18% | 485 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 2,075 | 280 | 0.06% | 0.06% | 486 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 2,064 | 279 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,055 | 278 | 0.01% | 0.01% | 488 | +185 | 9.89% | Q1 2026 | May 11, 2026 |
| SNS Financial Group, LLC | History | Added to | 2,048 | 277 | 0.02% | 0.02% | 489 | +16 | 0.79% | Q1 2026 | Apr 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 17,595 | 275 | 0.03% | 0.05% | 490 | +2,803 | 18.95% | Q1 2026 | Apr 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 4,600 | 274 | 0.0% | 0.01% | 491 | -500 | -9.8% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 2,012 | 272 | 0.01% | 0.01% | 492 | -475 | -19.1% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,999 | 270 | 0.0% | — | 494 | +1,999 | New | Q1 2026 | May 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 2,000 | 270 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,985 | 268 | 0.0% | 0.0% | 495 | -976 | -32.96% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,975 | 267 | 0.0% | 0.0% | 497 | +385 | 24.21% | Q1 2026 | Apr 20, 2026 |
| Saxony Capital Management, LLC | History | No change | 1,975 | 267 | 0.15% | 0.16% | 496 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 1,953 | 264 | 0.0% | 0.01% | 498 | -589 | -23.17% | Q1 2026 | Apr 21, 2026 |
| MSH Capital Advisors LLC | History | Added to | 1,952 | 264 | 0.06% | 0.05% | 499 | +27 | 1.4% | Q1 2026 | May 08, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 1,918 | 259 | 0.06% | 0.05% | 500 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,999 | 259 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hexagon Capital Partners LLC | History | New | 1,869 | 252 | 0.04% | — | 503 | +1,869 | New | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,241 | 252 | 0.01% | 0.01% | 502 | +1,058 | 33.24% | Q1 2026 | Apr 28, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,852 | 250 | 0.0% | 0.0% | 504 | +47 | 2.6% | Q1 2026 | May 14, 2026 |
| Lantz Financial LLC | History | Reduced | 1,844 | 249 | 0.05% | 0.06% | 506 | -397 | -17.72% | Q1 2026 | Apr 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,923 | 249 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,828 | 247 | 0.0% | 0.0% | 507 | +1,544 | 543.66% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 1,823 | 246 | 0.03% | 0.03% | 508 | +200 | 12.32% | Q1 2026 | Apr 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,808 | 244 | 0.07% | 0.06% | 509 | -21 | -1.15% | Q1 2026 | May 13, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Reduced | 1,784 | 241 | 0.09% | 0.09% | 510 | -70 | -3.78% | Q1 2026 | May 08, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 1,775 | 240 | 0.04% | — | 513 | +1,775 | New | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,775 | 240 | 0.0% | 0.0% | 511 | +94 | 5.59% | Q1 2026 | May 18, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 1,779 | 240 | 0.01% | 0.01% | 512 | -22 | -1.22% | Q1 2026 | May 12, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 1,774 | 239 | 0.0% | 0.0% | 515 | +229 | 14.82% | Q1 2026 | May 04, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 1,773 | 239 | 0.04% | 0.04% | 514 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cromwell Holdings LLC | History | No change | 1,739 | 235 | 0.13% | 0.12% | 516 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 1,710 | 231 | 0.03% | 0.03% | 517 | +91 | 5.62% | Q1 2026 | Apr 13, 2026 |
| Aldebaran Capital, LLC | History | New | 1,700 | 230 | 0.18% | — | 522 | +1,700 | New | Q1 2026 | May 07, 2026 |
| Madison Asset Management, LLC | History | No change | 1,702 | 230 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,700 | 230 | 0.04% | 0.04% | 519 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,700 | 230 | 0.12% | 0.12% | 520 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 1,514 | 230 | 0.13% | 0.14% | 521 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OSLO PENSJONSFORSIKRING AS | History | New | 1,700 | 229 | 0.04% | — | 523 | +1,700 | New | Q1 2026 | May 08, 2026 |
| ERn Financial, LLC | History | No change | 1,680 | 227 | 0.04% | 0.04% | 524 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | No change | 1,672 | 226 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Added to | 1,647 | 222 | 0.01% | 0.01% | 526 | +43 | 2.68% | Q1 2026 | Apr 06, 2026 |
| GREENWOOD GEARHART LLC | History | New | 1,622 | 219 | 0.01% | — | 529 | +1,622 | New | Q1 2026 | May 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,623 | 219 | 0.04% | 0.01% | 528 | +1,400 | 627.8% | Q1 2026 | May 06, 2026 |
| ALTFEST L J & CO INC | History | No change | 1,620 | 219 | 0.02% | 0.02% | 527 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 1,615 | 218 | 0.15% | 0.15% | 530 | -57 | -3.41% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Reduced | 1,610 | 217 | 0.01% | 0.01% | 532 | -78 | -4.62% | Q1 2026 | Apr 27, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 1,605 | 217 | 0.03% | 0.03% | 531 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PDT Partners, LLC | History | New | 1,600 | 216 | 0.01% | — | 533 | +1,600 | New | Q1 2026 | May 15, 2026 |
| Trust Investment Advisors | History | Added to | 1,589 | 215 | 0.13% | 0.11% | 534 | +10 | 0.63% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Reduced | 1,580 | 213 | 0.0% | 0.0% | 535 | -214 | -11.93% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | No change | 13,500 | 211 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KOM Wealth Management Group, LLC | History | New | 1,523 | 206 | 0.14% | — | 538 | +1,523 | New | Q1 2026 | Apr 23, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 1,527 | 206 | 0.02% | 0.02% | 537 | -24 | -1.55% | Q1 2026 | Apr 10, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,521 | 205 | 0.08% | 0.08% | 539 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Corient IA LLC | History | New | 1,500 | 203 | 0.19% | — | 542 | +1,500 | New | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,501 | 203 | 0.0% | 0.0% | 540 | +1 | 0.07% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | No change | 1,500 | 203 | 0.02% | 0.02% | 541 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SEI INVESTMENTS CO | History | New | 1,494 | 202 | 0.0% | — | 543 | +1,494 | New | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 1,000 | 201 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | Reduced | 1,482 | 200 | 0.04% | 0.06% | 545 | -621 | -29.53% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Added to | 3,001 | 199 | 0.0% | 0.0% | 546 | +655 | 27.92% | Q1 2026 | Apr 13, 2026 |
| Canoe Financial LP | History | New | 1,442 | 195 | 0.0% | — | 547 | +1,442 | New | Q1 2026 | Apr 22, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,400 | 189 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Manchester Capital Management LLC | History | No change | 1,387 | 187 | 0.03% | 0.02% | 549 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 1,297 | 175 | 0.0% | 0.0% | 550 | -6 | -0.46% | Q1 2026 | May 05, 2026 |
| LOM Asset Management Ltd | History | No change | 930 | 175 | 0.05% | 0.05% | 551 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 12,500 | 173 | 0.02% | 0.02% | 552 | +10,862 | 663.13% | Q1 2026 | May 01, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Added to | 10,040 | 156 | 0.26% | 0.04% | 553 | +9,000 | 865.38% | Q1 2026 | May 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,707 | 151 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,105 | 150 | 0.04% | 0.03% | 555 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,057 | 143 | 0.0% | 0.0% | 556 | -10 | -0.94% | Q1 2026 | May 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 699 | 140 | 0.06% | 0.04% | 557 | +180 | 34.68% | Q1 2026 | Apr 14, 2026 |
| Bayforest Capital Ltd | History | Added to | 1,010 | 136 | 0.15% | 0.03% | 558 | +656 | 185.31% | Q1 2026 | Apr 15, 2026 |
| Hanson & Doremus Investment Management | History | New | 1,000 | 135 | 0.02% | — | 561 | +1,000 | New | Q1 2026 | Apr 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,000 | 135 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hills Bank & Trust Co | History | No change | 1,000 | 135 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Reduced | 972 | 131 | 0.02% | 0.02% | 562 | -150 | -13.37% | Q1 2026 | Apr 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 960 | 129 | 0.02% | 0.02% | 563 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DANSKE BANK A/S | History | Reduced | 913 | 123 | 0.0% | 0.0% | 564 | -2,064 | -69.33% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 858 | 116 | 0.01% | 0.01% | 565 | +142 | 19.83% | Q1 2026 | May 04, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | Reduced | 845 | 114 | 0.0% | 0.0% | 567 | -492 | -36.8% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 844 | 114 | 0.0% | 0.0% | 566 | +327 | 63.25% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 836 | 113 | 0.0% | 0.01% | 568 | -2,140 | -71.91% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 794 | 107 | 0.0% | 0.0% | 569 | -212 | -21.07% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 787 | 103 | 0.0% | 0.0% | 571 | +63 | 8.7% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 762 | 103 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 736 | 99 | 0.03% | 0.03% | 572 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Grove Bank & Trust | History | No change | 710 | 96 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MATHER GROUP, LLC. | History | New | 700 | 94 | 0.0% | — | 575 | +700 | New | Q1 2026 | Apr 13, 2026 |
| Olistico Wealth, LLC | History | No change | 700 | 94 | 0.05% | 0.04% | 574 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BALLAST ADVISORS LLC | History | New | 653 | 88 | 0.03% | — | 576 | +653 | New | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 651 | 84 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 592 | 80 | 0.0% | 0.0% | 578 | -36 | -5.73% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 575 | 77 | 0.01% | 0.01% | 579 | -329 | -36.39% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | No change | 570 | 77 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CENTRAL TRUST Co | History | No change | 555 | 75 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 378 | 71 | 0.03% | 0.04% | 582 | -126 | -25.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 512 | 69 | 0.03% | 0.03% | 584 | -24 | -4.48% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 512 | 69 | 0.0% | 0.0% | 583 | +5 | 0.99% | Q1 2026 | May 07, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 509 | 68 | 0.04% | 0.09% | 585 | -577 | -53.13% | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | Reduced | 333 | 67 | 0.0% | 0.0% | 587 | -2,429 | -87.94% | Q1 2026 | Apr 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 500 | 67 | 0.01% | 0.01% | 586 | +100 | 25.0% | Q1 2026 | Apr 16, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 500 | 67 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | Reduced | 489 | 66 | 0.06% | 0.34% | 589 | -2,454 | -83.38% | Q1 2026 | Apr 24, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 467 | 63 | 0.06% | 0.06% | 590 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,022 | 62 | 0.0% | 0.38% | 591 | -436,530 | -99.77% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 450 | 60 | 0.17% | 0.04% | 592 | -6,947 | -93.92% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 440 | 59 | 0.0% | 0.01% | 594 | -918 | -67.6% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | No change | 440 | 59 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 686 | 58 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 415 | 56 | 0.01% | 0.01% | 596 | +22 | 5.6% | Q1 2026 | Apr 29, 2026 |
| CDKV HOLDINGS LLC | History | No change | 412 | 55 | 0.05% | 0.04% | 597 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Reduced | 406 | 54 | 0.02% | 0.02% | 601 | -205 | -33.55% | Q1 2026 | May 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 400 | 54 | 0.05% | 0.05% | 598 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crewe Advisors LLC | History | No change | 400 | 54 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 400 | 54 | 0.01% | 0.01% | 600 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Winch Advisory Services, LLC | History | No change | 350 | 47 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 352 | 47 | 0.04% | 0.04% | 603 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Added to | 331 | 45 | 0.0% | 0.0% | 604 | +271 | 451.67% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 335 | 45 | 0.01% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 324 | 43 | 0.0% | 0.0% | 606 | +1 | 0.31% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 300 | 40 | 0.02% | — | 609 | +300 | New | Q1 2026 | May 12, 2026 |
| True Wealth Design, LLC | History | Added to | 297 | 40 | 0.01% | 0.01% | 608 | +82 | 38.14% | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | No change | 300 | 40 | 0.01% | 0.01% | 607 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | Added to | 294 | 39 | 0.0% | 0.0% | 611 | +144 | 96.0% | Q1 2026 | Apr 30, 2026 |
| SWISS RE LTD | History | No change | 290 | 39 | 0.24% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 277 | 37 | 0.0% | — | 613 | +277 | New | Q1 2026 | May 19, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 275 | 37 | 0.0% | 0.0% | 612 | +102 | 58.96% | Q1 2026 | Apr 15, 2026 |
| Bank & Trust Co | History | No change | 263 | 35 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 252 | 34 | 0.01% | — | 616 | +252 | New | Q1 2026 | May 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 254 | 34 | 0.02% | 0.02% | 615 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WFA of San Diego, LLC | History | No change | 250 | 33 | 0.03% | 0.02% | 617 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | No change | 193 | 26 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS | History | New | 190 | 25 | 0.0% | — | 619 | +190 | New | Q1 2026 | May 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 178 | 24 | 0.02% | 0.02% | 620 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | New | 168 | 22 | 0.0% | — | 621 | +168 | New | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | New | 153 | 20 | 0.0% | — | 623 | +153 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 134 | 20 | 0.0% | 0.0% | 622 | +25 | 22.94% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | Added to | 201 | 18 | 0.0% | 0.0% | 625 | +174 | 644.44% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | No change | 133 | 18 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 133 | 17 | 0.01% | 0.01% | 626 | +1 | 0.76% | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | No change | 132 | 17 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 121 | 16 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 125 | 16 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MCF Advisors LLC | History | No change | 110 | 14 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SFAM, LLC | History | No change | 110 | 14 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 107 | 14 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | No change | 109 | 14 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Princeton Global Asset Management LLC | History | No change | 100 | 13 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Harvest Fund Management Co., Ltd | History | New | 90 | 12 | 0.0% | — | 637 | +90 | New | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 93 | 12 | 0.0% | 0.0% | 636 | +24 | 34.78% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 90 | 12 | 0.0% | 0.0% | 635 | +22 | 32.35% | Q1 2026 | Apr 30, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 87 | 11 | 0.0% | — | 639 | +87 | New | Q1 2026 | Apr 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 80 | 10 | 0.0% | 0.0% | 641 | -26 | -24.53% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 79 | 10 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Main Street Group, LTD | History | New | 10,000 | 9 | 0.0% | — | 645 | +10,000 | New | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 70 | 9 | 0.0% | — | 643 | +64 | 1066.67% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 70 | 9 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 71 | 9 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 62 | 8 | 0.0% | 0.0% | 646 | -31 | -33.33% | Q1 2026 | Apr 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 65 | 8 | 0.0% | 0.0% | 649 | +19 | 41.3% | Q1 2026 | Apr 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 65 | 8 | 0.01% | 0.01% | 647 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 60 | 8 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 54 | 7 | 0.0% | 0.04% | 652 | -774 | -93.48% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 54 | 7 | 0.0% | — | 653 | +54 | New | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Added to | 57 | 7 | 0.0% | 0.0% | 651 | +1 | 1.79% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 55 | 7 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 50 | 6 | 0.0% | — | 657 | +50 | New | Q1 2026 | Apr 22, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 50 | 6 | 0.0% | — | 658 | +50 | New | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 50 | 6 | 0.0% | — | 654 | +43 | 614.29% | Q1 2026 | Apr 30, 2026 |
| Financial Avengers, Inc. | History | No change | 50 | 6 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Financial Perspectives, Inc | History | No change | 48 | 6 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Penserra Capital Management LLC | History | Reduced | 42 | 5 | 0.0% | 0.0% | 660 | -3 | -6.67% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | No change | 40 | 5 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 43 | 5 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 271 | 4 | 0.0% | 0.0% | 662 | -80 | -22.79% | Q1 2026 | Apr 13, 2026 |
| MASECO LLP | History | New | 36 | 4 | 0.0% | — | 664 | +36 | New | Q1 2026 | Apr 21, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 32 | 4 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Portus Wealth Advisors, LLC | History | New | 253 | 3 | 0.0% | — | 672 | +253 | New | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 29 | 3 | 0.0% | — | 669 | +22 | 314.29% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 23 | 3 | 0.0% | 0.0% | 671 | +7 | 43.75% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 26 | 3 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| STEPH & CO | History | No change | 25 | 3 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 23 | 3 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 23 | 3 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 23 | 3 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | New | 15 | 2 | 0.0% | — | 677 | +15 | New | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 676 | -3 | -12.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 12 | 2 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 18 | 2 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 10 | 2 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,884 | 1 | 0.0% | 0.01% | 678 | -34,801 | -94.86% | Q1 2026 | May 15, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 21 | 1 | 0.0% | 0.05% | 679 | -702 | -97.1% | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 11 | 1 | 0.0% | — | 685 | +11 | New | Q1 2026 | May 05, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 8 | 1 | 0.0% | — | 684 | +8 | New | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Westfuller Advisors, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Oriental Harbor Investment Master Fund | History | Closed out | 0 | 0 | — | 8.05% | — | -4,193,340 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.09% | — | -167,739 | -100.0% | Q1 2026 | May 15, 2026 |
| Monaco Asset Management SAM | History | Closed out | 0 | 0 | — | 1.69% | — | -75,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -66,250 | -100.0% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -43,481 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.49% | — | -27,367 | -100.0% | Q1 2026 | May 13, 2026 |
| Waratah Capital Advisors Ltd. | History | Closed out | 0 | 0 | — | 0.11% | — | -25,894 | -100.0% | Q1 2026 | May 11, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.02% | — | -23,701 | -100.0% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,996 | -100.0% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.09% | — | -14,048 | -100.0% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,700 | -100.0% | Q1 2026 | May 04, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.05% | — | -12,693 | -100.0% | Q1 2026 | May 13, 2026 |
| Alphadyne Asset Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -11,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -11,550 | -100.0% | Q1 2026 | May 14, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.03% | — | -9,618 | -100.0% | Q1 2026 | May 11, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,178 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,173 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,835 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,458 | -100.0% | Q1 2026 | May 01, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,317 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,781 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -5,655 | -100.0% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,336 | -100.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,991 | -100.0% | Q1 2026 | May 18, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,759 | -100.0% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,636 | -100.0% | Q1 2026 | Apr 16, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,489 | -100.0% | Q1 2026 | May 13, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Closed out | 0 | 0 | — | 0.11% | — | -4,476 | -100.0% | Q1 2026 | Apr 01, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -4,432 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Bawa N Mallick Trust | History | Closed out | 0 | 0 | — | 0.08% | — | -3,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -2,512 | -100.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,419 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.05% | — | -2,299 | -100.0% | Q1 2026 | May 12, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,216 | -100.0% | Q1 2026 | May 15, 2026 |
| Westerkirk Capital Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,064 | -100.0% | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,878 | -100.0% | Q1 2026 | May 14, 2026 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,775 | -100.0% | Q1 2026 | May 14, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,739 | -100.0% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,677 | -100.0% | Q1 2026 | May 14, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,568 | -100.0% | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,093 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -139 | -100.0% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 06, 2026 |
| CURIO WEALTH, LLC | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 14, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Colonial Trust Co / SC | History | Reduced | 7 | 0 | — | 0.0% | — | -3 | -30.0% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q1 2026 | May 06, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 13, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RMG Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |