BOK FINANCIAL CORP - BOKF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 3,361,707 | 430,500 | 48.76% | 53.3% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,708,525 | 346,842 | 0.07% | 0.07% | 2 | +34,833 | 1.3% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 2,297,678 | 272,182 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 1,649,883 | 211,284 | 2.36% | 2.16% | 4 | -39,424 | -2.33% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 1,418,190 | 181,613 | 0.01% | 0.01% | 5 | -324,734 | -18.63% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,116,893 | 143,029 | 0.0% | 0.0% | 6 | -103,223 | -8.46% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 1,105,807 | 130,993 | 0.63% | 0.63% | 7 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 988,557 | 126,594 | 0.01% | — | 8 | +988,557 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 969,414 | 124,143 | 0.0% | 0.0% | 9 | +96,765 | 11.09% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 855,392 | 109,541 | 0.0% | — | 10 | +855,392 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 568,992 | 72,865 | 0.1% | — | 11 | +568,992 | New | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 423,700 | 54,259 | 0.09% | 0.17% | 12 | -485,100 | -53.38% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 417,133 | 53,418 | 0.04% | 0.05% | 13 | +139,776 | 50.4% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 403,341 | 51,665 | 0.0% | 0.0% | 14 | -20,203 | -4.77% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 386,303 | 49,102 | 0.02% | 0.02% | 15 | +5,639 | 1.48% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 332,449 | 42,573 | 0.03% | 0.04% | 16 | -109,042 | -24.7% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 272,380 | 34,880 | 0.02% | 0.01% | 17 | +50,919 | 22.99% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 257,045 | 32,917 | 0.23% | 0.42% | 18 | -238,487 | -48.13% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 276,507 | 32,755 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 245,693 | 31,463 | 0.04% | 0.03% | 20 | -7,914 | -3.12% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 243,327 | 31,160 | 0.0% | 0.0% | 21 | +8,231 | 3.5% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 230,146 | 29,479 | 0.05% | 0.05% | 22 | -20,011 | -8.0% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 220,978 | 28,298 | 0.0% | 0.0% | 23 | +1,487 | 0.68% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 215,586 | 27,607 | 0.0% | 0.0% | 24 | +145,430 | 207.3% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 195,215 | 24,999 | 0.07% | 0.06% | 25 | +33 | 0.02% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 193,389 | 24,765 | 0.0% | 0.0% | 26 | +69,149 | 55.66% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 163,304 | 20,912 | 0.0% | 0.0% | 27 | +2,915 | 1.82% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 157,202 | 20,131 | 0.0% | 0.0% | 28 | +120,428 | 327.48% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 142,916 | 18,301 | 0.0% | 0.0% | 29 | -1,319 | -0.91% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 139,910 | 17,916 | 0.0% | 0.0% | 30 | +80,582 | 135.82% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 138,020 | 17,674 | 0.04% | 0.0% | 31 | +126,969 | 1148.94% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 146,983 | 17,411 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 128,359 | 16,437 | 0.0% | — | 33 | +128,359 | New | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | New | 127,550 | 16,334 | 0.06% | — | 34 | +127,550 | New | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 127,017 | 16,265 | 0.25% | 0.23% | 35 | -1,285 | -1.0% | Q1 2026 | May 08, 2026 |
| AVENIR CORP | History | Reduced | 124,957 | 16,001 | 1.95% | 1.61% | 36 | -40 | -0.03% | Q1 2026 | May 14, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 111,324 | 14,256 | 0.04% | 0.04% | 37 | +8,789 | 8.57% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 85,588 | 10,960 | 0.01% | 0.0% | 38 | +58,900 | 220.7% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 81,913 | 10,489 | 0.02% | 0.02% | 39 | +14,769 | 22.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 79,378 | 10,165 | 0.0% | 0.0% | 40 | +1,237 | 1.58% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 74,828 | 9,582 | 0.01% | 0.0% | 41 | +34,463 | 85.38% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 71,173 | 9,114 | 0.0% | 0.0% | 42 | +25,806 | 56.88% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 61,247 | 7,843 | 0.0% | 0.0% | 43 | -13,030 | -17.54% | Q1 2026 | May 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 56,451 | 7,229 | 0.03% | 0.07% | 44 | -106,060 | -65.26% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 50,775 | 6,502 | 0.02% | — | 45 | +50,775 | New | Q1 2026 | May 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 49,993 | 6,402 | 0.64% | 0.55% | 46 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Edgestream Partners, L.P. | History | New | 48,786 | 6,247 | 0.2% | — | 47 | +48,786 | New | Q1 2026 | May 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 48,099 | 6,159 | 0.0% | 0.0% | 48 | +42,468 | 754.18% | Q1 2026 | May 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 46,828 | 5,996 | 0.53% | 0.32% | 49 | -13,111 | -21.87% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 46,639 | 5,972 | 0.01% | 0.01% | 50 | +7,514 | 19.21% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 46,369 | 5,938 | 0.0% | 0.0% | 51 | +3,629 | 8.49% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 45,005 | 5,763 | 0.06% | 0.05% | 52 | -632 | -1.38% | Q1 2026 | May 12, 2026 |
| FIL Ltd | History | No change | 45,000 | 5,762 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 43,974 | 5,631 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,940 | 5,498 | 0.0% | 0.0% | 55 | +17,593 | 69.41% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 42,193 | 5,403 | 0.02% | 0.02% | 56 | +167 | 0.4% | Q1 2026 | May 11, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 40,472 | 5,182 | 0.24% | 0.27% | 57 | -9,878 | -19.62% | Q1 2026 | May 12, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 36,375 | 4,658 | 0.02% | 0.01% | 58 | +5 | 0.01% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 33,902 | 4,341 | 0.0% | 0.0% | 59 | +1,860 | 5.8% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 33,687 | 4,313 | 0.0% | 0.0% | 60 | -5,871 | -14.84% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 30,945 | 3,962 | 0.0% | 0.0% | 61 | +10,030 | 47.96% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 30,489 | 3,904 | 0.01% | 0.0% | 62 | +22,963 | 305.12% | Q1 2026 | Apr 30, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 27,510 | 3,522 | 0.1% | 0.11% | 63 | -2,680 | -8.88% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 26,250 | 3,361 | 0.0% | 0.0% | 64 | +21,450 | 446.88% | Q1 2026 | May 12, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 26,245 | 3,360 | 0.35% | 0.2% | 65 | +11,264 | 75.19% | Q1 2026 | Apr 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 24,477 | 3,134 | 0.0% | 0.0% | 66 | -1,481 | -5.71% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 24,026 | 3,077 | 0.0% | 0.0% | 67 | +18,714 | 352.3% | Q1 2026 | Apr 16, 2026 |
| Brevan Howard Capital Management LP | History | New | 23,678 | 3,032 | 0.03% | — | 68 | +23,678 | New | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 21,924 | 2,807 | 0.01% | — | 69 | +21,924 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 23,461 | 2,779 | 0.16% | 0.16% | 70 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 20,211 | 2,588 | 0.0% | 0.0% | 71 | +681 | 3.49% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 19,370 | 2,480 | 0.0% | — | 72 | +19,370 | New | Q1 2026 | May 08, 2026 |
| Verition Fund Management LLC | History | Reduced | 19,317 | 2,473 | 0.02% | 0.02% | 73 | -19,317 | -50.0% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 19,202 | 2,459 | 0.11% | — | 74 | +19,202 | New | Q1 2026 | May 15, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 19,115 | 2,447 | 0.42% | 0.38% | 75 | +329 | 1.75% | Q1 2026 | May 13, 2026 |
| Polaris Capital Management, LLC | History | No change | 18,164 | 2,326 | 0.19% | 0.18% | 76 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 17,975 | 2,302 | 0.0% | 0.0% | 77 | -486 | -2.63% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 17,896 | 2,291 | 0.0% | — | 78 | +17,896 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,290 | 2,289 | 0.0% | 0.0% | 79 | +1,457 | 8.66% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 17,750 | 2,273 | 0.0% | 0.0% | 80 | +11,968 | 206.99% | Q1 2026 | May 11, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 17,470 | 2,237 | 0.07% | 0.11% | 81 | -14,655 | -45.62% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,407 | 2,229 | 0.0% | 0.0% | 82 | +10,153 | 139.96% | Q1 2026 | May 04, 2026 |
| Informed Momentum Co LLC | History | New | 17,377 | 2,225 | 0.26% | — | 83 | +17,377 | New | Q1 2026 | May 13, 2026 |
| Vest Financial, LLC | History | Added to | 16,750 | 2,145 | 0.03% | 0.02% | 84 | +1,618 | 10.69% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 16,577 | 2,122 | 0.08% | — | 85 | +16,577 | New | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 15,300 | 2,046 | 0.11% | 0.09% | 86 | +4,026 | 35.71% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 15,694 | 2,009 | 0.0% | 0.0% | 87 | -4,587 | -22.62% | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 14,768 | 1,891 | 0.03% | 0.02% | 88 | +7,163 | 94.19% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 13,478 | 1,725 | 0.0% | 0.0% | 89 | +3,984 | 41.96% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 12,981 | 1,662 | 0.0% | 0.0% | 90 | +3,082 | 31.13% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 12,911 | 1,653 | 0.0% | 0.0% | 91 | +281 | 2.22% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Reduced | 12,694 | 1,625 | 0.26% | 0.24% | 92 | -153 | -1.19% | Q1 2026 | Apr 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,617 | 1,615 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 11,959 | 1,531 | 0.0% | 0.0% | 94 | +1,661 | 16.13% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 11,754 | 1,505 | 0.02% | — | 95 | +11,754 | New | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 10,815 | 1,384 | 0.11% | 0.1% | 96 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,751 | 1,376 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 10,325 | 1,322 | 0.01% | 0.01% | 98 | -825 | -7.4% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 9,487 | 1,214 | 0.0% | 0.01% | 99 | -40,083 | -80.86% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 9,460 | 1,212 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Professional Financial Advisors, LLC | History | New | 9,448 | 1,209 | 0.25% | — | 101 | +9,448 | New | Q1 2026 | Apr 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 9,020 | 1,155 | 0.0% | — | 102 | +9,020 | New | Q1 2026 | Apr 30, 2026 |
| Jump Financial, LLC | History | New | 8,851 | 1,133 | 0.02% | — | 103 | +8,851 | New | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 8,782 | 1,124 | 0.0% | 0.0% | 104 | -4,178 | -32.24% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,714 | 1,115 | 0.0% | — | 105 | +8,714 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 8,400 | 1,075 | 0.01% | 0.01% | 106 | -997 | -10.61% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 9,048 | 1,071 | 0.0% | 0.0% | 107 | -847 | -8.56% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 8,319 | 1,065 | 0.0% | 0.0% | 108 | +2,369 | 39.82% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 7,981 | 1,022 | 0.03% | 0.01% | 109 | +4,208 | 111.53% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 7,640 | 978 | 0.0% | 0.0% | 110 | -49,363 | -86.6% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 7,522 | 963 | 0.0% | 0.0% | 111 | -1,220 | -13.96% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,085 | 907 | 0.0% | 0.0% | 112 | -230 | -3.14% | Q1 2026 | May 05, 2026 |
| Trexquant Investment LP | History | New | 7,011 | 897 | 0.01% | — | 113 | +7,011 | New | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 6,955 | 890 | 0.09% | — | 114 | +6,955 | New | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 6,698 | 857 | 0.22% | 0.18% | 115 | +296 | 4.62% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,673 | 854 | 0.0% | 0.0% | 116 | -121 | -1.78% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 6,571 | 841 | 0.0% | 0.0% | 117 | -146 | -2.17% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,472 | 829 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 6,458 | 827 | 0.0% | 0.0% | 119 | +837 | 14.89% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 6,437 | 824 | 0.05% | — | 120 | +6,437 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,237 | 798 | 0.01% | 0.01% | 121 | +80 | 1.3% | Q1 2026 | Jun 02, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,141 | 786 | 0.0% | — | 122 | +6,141 | New | Q1 2026 | May 08, 2026 |
| COWA, LLC | History | No change | 6,123 | 784 | 0.21% | 0.22% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 6,081 | 778 | 0.0% | 0.0% | 124 | -114 | -1.84% | Q1 2026 | May 01, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 6,002 | 768 | 0.0% | — | 125 | +6,002 | New | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 5,600 | 717 | 0.0% | — | 126 | +5,600 | New | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 5,572 | 713 | 0.0% | 0.0% | 127 | +3,851 | 223.77% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,520 | 706 | 0.0% | 0.0% | 128 | -525 | -8.68% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 5,490 | 703 | 0.0% | 0.0% | 129 | +1,390 | 33.9% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,194 | 665 | 0.0% | 0.0% | 130 | +2,118 | 68.86% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,108 | 654 | 0.0% | 0.0% | 131 | +2,920 | 133.46% | Q1 2026 | May 15, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 5,056 | 647 | 0.11% | 0.11% | 132 | -824 | -14.01% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | New | 5,000 | 640 | 0.02% | — | 133 | +5,000 | New | Q1 2026 | Apr 06, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,975 | 637 | 0.19% | 0.23% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 4,971 | 636 | 0.0% | 0.01% | 135 | -12,500 | -71.55% | Q1 2026 | May 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,827 | 618 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,597 | 588 | 0.0% | 0.0% | 137 | +414 | 9.9% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 4,446 | 569 | 0.0% | 0.0% | 138 | +112 | 2.58% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,406 | 564 | 0.0% | 0.0% | 139 | -31 | -0.7% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,320 | 553 | 0.0% | 0.0% | 140 | -3 | -0.07% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 4,307 | 551 | 0.0% | 0.0% | 141 | +1,621 | 60.35% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Added to | 4,232 | 541 | 0.01% | 0.0% | 142 | +13 | 0.31% | Q1 2026 | Apr 27, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,222 | 540 | 0.05% | — | 143 | +4,222 | New | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,118 | 527 | 0.0% | 0.0% | 144 | +422 | 11.42% | Q1 2026 | Apr 22, 2026 |
| AXQ CAPITAL, LP | History | New | 4,074 | 521 | 0.07% | — | 145 | +4,074 | New | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,805 | 487 | 0.0% | 0.0% | 146 | +2,041 | 115.7% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 3,797 | 486 | 0.0% | 0.0% | 147 | -1,641 | -30.18% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,687 | 458 | 0.0% | 0.0% | 148 | +1,148 | 45.21% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,549 | 454 | 0.0% | 0.0% | 149 | +296 | 9.1% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,519 | 450 | 0.0% | — | 150 | +3,519 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,468 | 444 | 0.0% | 0.0% | 151 | -242 | -6.52% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 3,359 | 430 | 0.02% | 0.02% | 153 | +109 | 3.35% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,358 | 430 | 0.0% | 0.0% | 152 | +9 | 0.27% | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 3,313 | 424 | 0.01% | 0.02% | 155 | -4,765 | -58.99% | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | Added to | 3,317 | 424 | 0.0% | 0.0% | 154 | +435 | 15.09% | Q1 2026 | May 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 3,200 | 409 | 0.01% | 0.01% | 156 | -9 | -0.28% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 3,444 | 407 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 3,178 | 406 | 0.0% | — | 158 | +3,178 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | New | 3,153 | 403 | 0.0% | — | 159 | +3,153 | New | Q1 2026 | May 15, 2026 |
| Frec Markets, Inc. | History | New | 2,951 | 377 | 0.06% | — | 160 | +2,951 | New | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,938 | 376 | 0.0% | 0.0% | 161 | +570 | 24.07% | Q1 2026 | May 04, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 2,934 | 375 | 0.11% | 0.11% | 162 | +19 | 0.65% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,907 | 372 | 0.0% | 0.0% | 163 | -1,175 | -28.78% | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | New | 2,870 | 367 | 0.01% | — | 164 | +2,870 | New | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,797 | 358 | 0.0% | — | 165 | +2,797 | New | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,730 | 349 | 0.01% | 0.01% | 166 | +63 | 2.36% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,713 | 347 | 0.08% | 0.08% | 167 | -12 | -0.44% | Q1 2026 | Apr 08, 2026 |
| Perbak Capital Partners LLP | History | New | 2,610 | 334 | 0.08% | — | 168 | +2,610 | New | Q1 2026 | May 15, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,573 | 329 | 0.05% | 0.04% | 169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Heritage Trust Co | History | No change | 2,568 | 328 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 2,458 | 314 | 0.01% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,390 | 308 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,370 | 303 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | No change | 2,290 | 293 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 2,263 | 289 | 0.0% | 0.0% | 175 | -94 | -3.99% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | New | 2,246 | 287 | 0.0% | — | 176 | +2,246 | New | Q1 2026 | May 04, 2026 |
| FORA Capital, LLC | History | Reduced | 2,241 | 286 | 0.02% | 0.04% | 177 | -603 | -21.2% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 2,213 | 283 | 0.0% | 0.0% | 178 | -458 | -17.15% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 2,207 | 282 | 0.01% | — | 179 | +2,207 | New | Q1 2026 | Apr 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 2,148 | 275 | 0.0% | — | 180 | +2,148 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,140 | 274 | 0.0% | 0.0% | 181 | +85 | 4.14% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 2,112 | 270 | 0.0% | 0.0% | 183 | +229 | 12.16% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,114 | 270 | 0.0% | 0.0% | 182 | -222 | -9.5% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 2,080 | 266 | 0.0% | — | 185 | +2,080 | New | Q1 2026 | May 12, 2026 |
| CIBC Asset Management Inc | History | No change | 2,081 | 266 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,018 | 259 | 0.0% | 0.0% | 186 | +56 | 2.85% | Q1 2026 | Apr 08, 2026 |
| Bayforest Capital Ltd | History | New | 1,971 | 252 | 0.28% | — | 187 | +1,971 | New | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,953 | 250 | 0.03% | — | 188 | +1,953 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,932 | 247 | 0.0% | 0.0% | 189 | -479 | -19.87% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | New | 1,919 | 245 | 0.04% | — | 190 | +1,919 | New | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,936 | 229 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,738 | 222 | 0.0% | 0.0% | 192 | -246 | -12.4% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 1,686 | 216 | 0.0% | — | 193 | +1,686 | New | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Added to | 1,656 | 212 | 0.01% | 0.01% | 194 | +84 | 5.34% | Q1 2026 | Apr 06, 2026 |
| Baird Financial Group, Inc. | History | New | 1,611 | 206 | 0.0% | — | 195 | +1,611 | New | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 1,610 | 206 | 0.0% | — | 196 | +1,610 | New | Q1 2026 | May 11, 2026 |
| XPONANCE LLC | History | New | 1,578 | 202 | 0.0% | — | 197 | +1,578 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,527 | 195 | 0.0% | 0.0% | 198 | +75 | 5.17% | Q1 2026 | May 14, 2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | History | No change | 1,400 | 179 | 0.03% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,371 | 175 | 0.0% | 0.0% | 200 | -397 | -22.45% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,358 | 173 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Burk Holdings LLC | History | New | 1,271 | 162 | 0.07% | — | 202 | +1,271 | New | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 1,251 | 160 | 0.0% | 0.0% | 203 | +137 | 12.3% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,228 | 157 | 0.0% | 0.0% | 204 | +114 | 10.23% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,051 | 134 | 0.0% | 0.0% | 205 | -39 | -3.58% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,031 | 132 | 0.0% | 0.0% | 206 | +232 | 29.04% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 940 | 120 | 0.0% | 0.0% | 207 | +5 | 0.53% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 875 | 112 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KBC Group NV | History | No change | 857 | 110 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 627 | 80 | 0.0% | 0.0% | 210 | -681 | -52.06% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 64 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Olistico Wealth, LLC | History | No change | 500 | 64 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| STRS OHIO | History | Reduced | 447 | 57 | 0.0% | 0.0% | 213 | -83 | -15.66% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | Reduced | 430 | 55 | 0.0% | 0.0% | 214 | -2 | -0.46% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 367 | 46 | 0.0% | 0.0% | 215 | +132 | 56.17% | Q1 2026 | Apr 24, 2026 |
| Global Assets Advisory, LLC | History | New | 165 | 43 | 0.01% | — | 216 | +165 | New | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | Added to | 334 | 42 | 0.0% | 0.0% | 217 | +46 | 15.97% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 327 | 41 | 0.0% | 0.0% | 218 | +52 | 18.91% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 316 | 39 | 0.0% | 0.0% | 220 | +220 | 229.17% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 306 | 39 | 0.0% | 0.0% | 219 | -56 | -15.47% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 295 | 37 | 0.0% | 0.0% | 221 | +148 | 100.68% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 289 | 37 | 0.0% | 0.0% | 222 | +99 | 52.11% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 287 | 36 | 0.0% | 0.0% | 223 | +275 | 2291.67% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 289 | 34 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Holdings, LLC | History | No change | 260 | 33 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 254 | 32 | 0.0% | 0.0% | 226 | +131 | 106.5% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 231 | 29 | 0.0% | 0.0% | 228 | +18 | 8.45% | Q1 2026 | Apr 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 230 | 29 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 213 | 28 | 0.02% | 0.02% | 229 | -153 | -41.8% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 182 | 23 | 0.0% | 0.0% | 231 | +66 | 56.9% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 185 | 23 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | No change | 150 | 19 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| City State Bank | History | No change | 136 | 17 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 132 | 16 | 0.0% | 0.0% | 234 | -53 | -28.65% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | No change | 122 | 15 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 119 | 15 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | New | 114 | 14 | 0.0% | — | 237 | +114 | New | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | No change | 94 | 12 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 90 | 11 | 0.0% | 0.0% | 240 | +57 | 172.73% | Q1 2026 | Apr 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 89 | 11 | 0.0% | 0.0% | 239 | -18 | -16.82% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 67 | 8 | 0.0% | 0.0% | 242 | +3 | 4.69% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 72 | 8 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 60 | 7 | 0.0% | 0.0% | 244 | +39 | 185.71% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | No change | 56 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FIRST HORIZON CORP | History | No change | 52 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Marquette Asset Management, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | No change | 48 | 6 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clearstead Trust, LLC | History | New | 45 | 5 | 0.0% | — | 249 | +45 | New | Q1 2026 | May 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Rossby Financial, LCC | History | Added to | 32 | 4 | 0.0% | 0.0% | 250 | +8 | 33.33% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 38 | 4 | 0.0% | 0.0% | 251 | +3 | 8.57% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Added to | 29 | 3 | 0.0% | 0.0% | 255 | +1 | 3.57% | Q1 2026 | Apr 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 27 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 29 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 28 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 16 | 2 | 0.0% | 0.0% | 262 | +2 | 14.29% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 17 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 16 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sachetta, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | New | 11 | 1 | 0.0% | — | 275 | +11 | New | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 10 | 1 | 0.0% | — | 274 | +10 | New | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 10 | 1 | 0.0% | — | 276 | +10 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 8 | 1 | 0.0% | — | 273 | +8 | New | Q1 2026 | May 07, 2026 |
| Horizon Investments, LLC | History | Added to | 14 | 1 | 0.0% | — | 264 | +7 | 100.0% | Q1 2026 | May 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 1 | 0.0% | — | 268 | +6 | 85.71% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9 | 1 | 0.0% | — | 270 | +2 | 28.57% | Q1 2026 | Apr 23, 2026 |
| Bogart Wealth, LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 266 | -1 | -6.67% | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 12 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Larson Financial Group LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 8 | 1 | 0.0% | — | 269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 8 | 1 | 0.0% | — | 272 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,577 | -100.0% | Q1 2026 | May 14, 2026 |
| VELA Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -17,849 | -100.0% | Q1 2026 | May 08, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,011 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -10,392 | -100.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -8,076 | -100.0% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,811 | -100.0% | Q1 2026 | May 13, 2026 |
| Tulsa Wealth Advisors, INC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,241 | -100.0% | Q1 2026 | May 11, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,689 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,463 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -2,382 | -100.0% | Q1 2026 | May 13, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,919 | -100.0% | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,783 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,753 | -100.0% | Q1 2026 | May 05, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,276 | -100.0% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -880 | -100.0% | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q1 2026 | May 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q1 2026 | May 08, 2026 |
| Torren Management, LLC | History | Reduced | 6 | 0 | — | 0.01% | — | -100 | -94.34% | Q1 2026 | Apr 30, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -11 | -78.57% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 17, 2026 |
| SHP Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q1 2026 | May 11, 2026 |