BLACKSTONE MORTGAGE TRUST, INC. - BXMT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 24,448,814 | 468,194 | 0.01% | 0.01% | 1 | +137,979 | 0.57% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 16,948,886 | 324,232 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blackstone Inc. | History | No change | 9,283,323 | 177,775 | 0.69% | 0.7% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 8,789,050 | 168,310 | 0.01% | — | 4 | +8,789,050 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 7,212,678 | 138,122 | 0.0% | — | 5 | +7,212,678 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 6,146,611 | 120,549 | 0.0% | 0.0% | 6 | +95,764 | 1.58% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,883,692 | 74,383 | 0.0% | 0.0% | 7 | -42,695 | -1.09% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,470,144 | 47,303 | 0.01% | 0.01% | 8 | +40,369 | 1.66% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,288,199 | 43,819 | 0.01% | 0.0% | 9 | +733,137 | 47.15% | Q1 2026 | May 05, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 2,265,000 | 43,374 | 0.11% | 0.13% | 10 | -1,081,100 | -32.31% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,237,827 | 42,854 | 0.0% | 0.0% | 11 | -169,333 | -7.03% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 1,998,880 | 38,238 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GRS Advisors, LLC | History | New | 1,985,984 | 38,031 | 3.76% | — | 13 | +1,985,984 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,828,164 | 35,009 | 0.0% | 0.0% | 14 | +75,361 | 4.3% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,569,662 | 30,059 | 0.03% | 0.01% | 15 | +858,788 | 120.81% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Reduced | 1,568,430 | 30,035 | 0.09% | 0.1% | 16 | -432,191 | -21.6% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,514,028 | 28,993 | 0.04% | 0.02% | 17 | +736,161 | 94.64% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,436,850 | 27,515 | 0.0% | 0.0% | 18 | -170,335 | -10.6% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 1,322,372 | 25,323 | 0.0% | 0.0% | 19 | -32,498 | -2.4% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,297,062 | 24,838 | 0.0% | 0.0% | 20 | +300,357 | 30.13% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,204,191 | 23,060 | 0.27% | 0.26% | 21 | +37,263 | 3.19% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,045,849 | 20,028 | 0.0% | 0.0% | 22 | -10,483 | -0.99% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,030,091 | 19,726 | 0.0% | 0.0% | 23 | -29,154 | -2.75% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,026,454 | 19,656 | 0.01% | — | 24 | +1,026,454 | New | Q1 2026 | May 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 958,147 | 18,349 | 0.01% | 0.02% | 25 | +5,534 | 0.58% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 899,375 | 17,223 | 0.09% | 0.11% | 26 | -254,202 | -22.04% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 774,990 | 14,841 | 0.0% | 0.0% | 27 | -384,281 | -33.15% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 770,901 | 14,762 | 0.01% | 0.01% | 28 | +19,423 | 2.58% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 728,986 | 13,960 | 0.02% | 0.02% | 29 | +16,793 | 2.36% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 722,337 | 13,832 | 0.0% | 0.0% | 30 | +233,391 | 47.73% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 585,520 | 11,212 | 0.0% | 0.0% | 31 | +235,086 | 67.08% | Q1 2026 | Apr 30, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 567,798 | 10,873 | 0.03% | 0.04% | 32 | +22,143 | 4.06% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 530,037 | 10,150 | 0.01% | 0.01% | 33 | -365,102 | -40.79% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 484,987 | 9,287 | 0.01% | 0.0% | 34 | +98,285 | 25.42% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 483,624 | 9,261 | 0.53% | 0.54% | 35 | +2,971 | 0.62% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 439,362 | 8,413 | 0.01% | 0.01% | 36 | -12,171 | -2.7% | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 395,478 | 7,573 | 0.1% | — | 37 | +395,478 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 379,934 | 7,275 | 0.01% | 0.01% | 38 | -125,172 | -24.78% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 376,112 | 7,202 | 0.0% | 0.0% | 39 | -40,099 | -9.63% | Q1 2026 | May 08, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 375,001 | 7,181 | 0.05% | 0.06% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 363,965 | 6,969 | 0.0% | 0.0% | 41 | -40,250 | -9.96% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 360,703 | 6,950 | 0.0% | 0.0% | 42 | -31,919 | -8.13% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 331,575 | 6,368 | 0.0% | 0.0% | 43 | +589 | 0.18% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 325,300 | 6,229 | 0.0% | 0.0% | 44 | -548,269 | -62.76% | Q1 2026 | May 12, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 320,000 | 6,128 | 1.28% | 1.38% | 45 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Swiss National Bank | History | Reduced | 315,300 | 6,037 | 0.0% | 0.0% | 46 | -6,100 | -1.9% | Q1 2026 | May 07, 2026 |
| Dupree Financial Group, LLC | History | Added to | 310,166 | 5,939 | 2.39% | 2.14% | 47 | +3,743 | 1.22% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 302,797 | 5,798 | 0.13% | 0.12% | 48 | +23,802 | 8.53% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 293,289 | 5,616 | 0.29% | 0.31% | 49 | -9,640 | -3.18% | Q1 2026 | Apr 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 284,323 | 5,444 | 0.45% | 0.46% | 50 | -9,520 | -3.24% | Q1 2026 | May 11, 2026 |
| John & Kathleen Schreiber Foundation | History | No change | 282,929 | 5,418 | 5.56% | 4.21% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 245,287 | 4,697 | 0.0% | 0.0% | 52 | -2,009 | -0.81% | Q1 2026 | May 15, 2026 |
| Bracebridge Capital, LLC | History | No change | 241,700 | 4,628 | 0.12% | 0.15% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Added to | 238,916 | 4,575 | 0.15% | 0.07% | 54 | +102,904 | 75.66% | Q1 2026 | May 18, 2026 |
| CHOREO, LLC | History | Added to | 233,074 | 4,572 | 0.06% | 0.06% | 55 | +1,050 | 0.45% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 223,502 | 4,280 | 0.0% | 0.0% | 56 | +118,753 | 113.37% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 210,175 | 4,024 | 0.01% | 0.01% | 57 | -60,280 | -22.29% | Q1 2026 | May 13, 2026 |
| HBK INVESTMENTS L P | History | New | 200,000 | 3,830 | 0.04% | — | 58 | +200,000 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 197,825 | 3,788 | 0.0% | 0.0% | 59 | +41,609 | 26.64% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 192,560 | 3,687 | 0.0% | 0.0% | 60 | -43,152 | -18.31% | Q1 2026 | May 06, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 186,534 | 3,572 | 0.62% | 0.6% | 61 | +7,789 | 4.36% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 186,190 | 3,565 | 0.08% | 0.08% | 62 | +13,735 | 7.96% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 185,148 | 3,545 | 0.0% | 0.0% | 63 | +163,577 | 758.32% | Q1 2026 | May 13, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Added to | 174,700 | 3,346 | 0.96% | 0.42% | 64 | +85,750 | 96.4% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 173,067 | 3,314 | 0.0% | 0.0% | 65 | +26,013 | 17.69% | Q1 2026 | May 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 172,898 | 3,310 | 0.03% | 0.01% | 66 | +114,569 | 196.42% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 172,301 | 3,300 | 0.0% | 0.0% | 67 | +23,250 | 15.6% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 170,464 | 3,264 | 0.01% | 0.01% | 68 | +16,546 | 10.75% | Q1 2026 | Apr 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 166,165 | 3,182 | 0.0% | 0.0% | 69 | +12,970 | 8.47% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 164,927 | 3,158 | 0.0% | 0.0% | 70 | +31,057 | 23.2% | Q1 2026 | May 14, 2026 |
| FJ Capital Management LLC | History | Added to | 160,596 | 3,075 | 0.35% | 0.07% | 71 | +128,911 | 406.85% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 159,026 | 3,045 | 0.0% | 0.02% | 72 | -610,508 | -79.33% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 157,369 | 3,010 | 0.0% | 0.0% | 73 | -32,796 | -17.25% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 156,771 | 3,002 | 0.0% | 0.0% | 74 | -19,625 | -11.13% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 155,607 | 2,979 | 0.0% | — | 75 | +155,607 | New | Q1 2026 | May 08, 2026 |
| GABELLI FUNDS LLC | History | Added to | 151,000 | 2,891 | 0.02% | 0.02% | 76 | +12,500 | 9.03% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 147,286 | 2,820 | 0.0% | 0.0% | 77 | +15,222 | 11.53% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 144,213 | 2,762 | 0.0% | 0.0% | 78 | +1,610 | 1.13% | Q1 2026 | May 08, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 143,759 | 2,753 | 0.03% | 0.02% | 79 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BARCLAYS PLC | History | Reduced | 134,527 | 2,576 | 0.0% | 0.0% | 80 | -151,318 | -52.94% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 130,112 | 2,492 | 0.0% | 0.0% | 81 | +8,069 | 6.61% | Q1 2026 | May 01, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 124,856 | 2,390 | 0.0% | 0.0% | 83 | +64,608 | 107.24% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 124,840 | 2,390 | 0.0% | 0.0% | 82 | +57,914 | 86.53% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 117,963 | 2,259 | 0.0% | 0.01% | 84 | -96,663 | -45.04% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 117,028 | 2,241 | 0.0% | 0.0% | 85 | -333 | -0.28% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 116,713 | 2,235 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 115,000 | 2,202 | 0.0% | 0.0% | 87 | +29,500 | 34.5% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 114,050 | 2,184 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 110,192 | 2,110 | 0.0% | 0.0% | 89 | -15,656 | -12.44% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 105,152 | 2,013 | 0.07% | — | 90 | +105,152 | New | Q1 2026 | May 14, 2026 |
| One William Street Capital Management, L.P. | History | New | 100,000 | 1,915 | 0.16% | — | 91 | +100,000 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 98,553 | 1,887 | 0.0% | 0.0% | 92 | -4,600 | -4.46% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 90,445 | 1,732 | 0.0% | 0.0% | 93 | +9,409 | 11.61% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 90,162 | 1,726 | 0.0% | 0.0% | 94 | -5,100 | -5.35% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 88,236 | 1,689 | 0.0% | 0.0% | 95 | -5,552 | -5.92% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 85,070 | 1,629 | 0.03% | 0.03% | 96 | -10,418 | -10.91% | Q1 2026 | May 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 83,365 | 1,596 | 0.0% | 0.0% | 97 | -5,032 | -5.69% | Q1 2026 | Apr 27, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 80,254 | 1,536 | 0.02% | 0.02% | 98 | -1,244 | -1.53% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 78,622 | 1,505 | 0.02% | 0.02% | 99 | -1,617 | -2.02% | Q1 2026 | Apr 20, 2026 |
| Penserra Capital Management LLC | History | Added to | 78,009 | 1,493 | 0.02% | 0.02% | 100 | +2,205 | 2.91% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 77,440 | 1,482 | 0.0% | 0.0% | 101 | +8,721 | 12.69% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 74,069 | 1,418 | 0.01% | 0.0% | 102 | +57,894 | 357.92% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 73,131 | 1,400 | 0.02% | 0.02% | 103 | -2,778 | -3.66% | Q1 2026 | Apr 20, 2026 |
| Atom Investors LP | History | New | 72,738 | 1,392 | 0.1% | — | 104 | +72,738 | New | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 71,330 | 1,365 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 70,300 | 1,346 | 0.02% | 0.02% | 106 | -1,900 | -2.63% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 66,679 | 1,276 | 0.0% | 0.0% | 107 | -25,979 | -28.04% | Q1 2026 | Apr 27, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 65,607 | 1,256 | 0.0% | 0.0% | 108 | +580 | 0.89% | Q1 2026 | May 15, 2026 |
| Adalta Capital Management LLC | History | Reduced | 61,531 | 1,207 | 0.58% | 0.55% | 109 | -829 | -1.33% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 62,708 | 1,200 | 0.0% | — | 110 | +62,708 | New | Q1 2026 | May 08, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 60,750 | 1,163 | 0.02% | 0.02% | 111 | +300 | 0.5% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 59,665 | 1,142 | 0.0% | 0.0% | 112 | -62,253 | -51.06% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 57,683 | 1,104 | 0.0% | 0.0% | 113 | -465 | -0.8% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 54,763 | 1,048 | 0.0% | 0.01% | 114 | -7,792 | -12.46% | Q1 2026 | Apr 24, 2026 |
| Handelsbanken Fonder AB | History | No change | 53,251 | 1,020 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Group, LLC | History | Added to | 52,120 | 998 | 0.09% | 0.08% | 116 | +1,200 | 2.36% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 51,767 | 991 | 0.0% | 0.0% | 117 | +810 | 1.59% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 51,448 | 985 | 0.26% | 0.14% | 118 | +25,828 | 100.81% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 49,054 | 939 | 0.0% | 0.0% | 119 | -5,300 | -9.75% | Q1 2026 | May 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 48,885 | 936 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Claro Advisors Inc. | History | Added to | 48,861 | 935 | 0.11% | 0.12% | 121 | +4,217 | 9.45% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 46,212 | 884 | 0.0% | 0.0% | 122 | -4,832 | -9.47% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 46,214 | 884 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 45,928 | 876 | 0.02% | — | 124 | +45,928 | New | Q1 2026 | May 01, 2026 |
| AMALGAMATED BANK | History | Reduced | 45,677 | 875 | 0.01% | 0.01% | 125 | -190 | -0.41% | Q1 2026 | May 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 45,543 | 872 | 0.03% | 0.03% | 126 | +1,077 | 2.42% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 45,205 | 865 | 0.0% | 0.0% | 127 | +472 | 1.06% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 45,125 | 864 | 0.0% | 0.0% | 128 | -12,571 | -21.79% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 45,143 | 864 | 0.0% | 0.01% | 129 | -2,176 | -4.6% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 44,137 | 845 | 0.01% | 0.03% | 130 | -42,436 | -49.02% | Q1 2026 | Apr 22, 2026 |
| Arizona State Retirement System | History | Reduced | 43,789 | 838 | 0.0% | 0.0% | 131 | -1,561 | -3.44% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 43,106 | 825 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 42,703 | 817 | 0.01% | — | 133 | +42,703 | New | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 42,516 | 814 | 0.01% | 0.01% | 134 | -74 | -0.17% | Q1 2026 | Apr 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 42,276 | 809 | 0.0% | 0.0% | 135 | -61,923 | -59.43% | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 40,595 | 795 | 0.39% | 0.25% | 136 | +13,565 | 50.18% | Q1 2026 | May 07, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 40,708 | 776 | 0.12% | 0.03% | 137 | +294 | 0.73% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 39,422 | 755 | 0.01% | 0.01% | 138 | -1,000 | -2.47% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 39,225 | 751 | 0.0% | 0.0% | 139 | +194 | 0.5% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 38,484 | 736 | 0.0% | — | 140 | +38,484 | New | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 37,652 | 721 | 0.0% | 0.0% | 141 | -7,252 | -16.15% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 37,128 | 711 | 0.0% | 0.0% | 142 | -11,316 | -23.36% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,961 | 708 | 0.0% | 0.0% | 143 | +3,580 | 10.72% | Q1 2026 | Apr 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 35,800 | 699 | 0.0% | 0.0% | 144 | +1,200 | 3.47% | Q1 2026 | Apr 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 36,248 | 694 | 0.01% | 0.01% | 145 | +200 | 0.55% | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 36,194 | 693 | 0.0% | 0.0% | 146 | -9,361 | -20.55% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 36,039 | 690 | 0.18% | 0.16% | 147 | +340 | 0.95% | Q1 2026 | May 11, 2026 |
| Family Manage LLC | History | New | 35,397 | 677 | 0.08% | — | 148 | +35,397 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 35,303 | 676 | 0.0% | 0.0% | 149 | -1,466 | -3.99% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 33,705 | 645 | 0.0% | 0.0% | 150 | +7,804 | 30.13% | Q1 2026 | May 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 32,300 | 618 | 0.28% | 1.36% | 151 | -155,210 | -82.77% | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 30,926 | 606 | 0.01% | 0.02% | 152 | +6,324 | 25.71% | Q1 2026 | Apr 27, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 31,190 | 597 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 30,781 | 589 | 0.01% | 0.01% | 154 | +6,179 | 25.12% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 29,748 | 569 | 0.0% | 0.0% | 155 | -11,606 | -28.06% | Q1 2026 | May 08, 2026 |
| Sankala Group LLC | History | No change | 29,241 | 562 | 0.46% | 0.45% | 156 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 29,300 | 560 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 28,782 | 551 | 0.0% | 0.0% | 158 | +4,511 | 18.59% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 28,323 | 542 | 0.0% | 0.0% | 159 | -8,368 | -22.81% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | No change | 28,100 | 538 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tidal Investments LLC | History | New | 28,024 | 536 | 0.0% | — | 161 | +28,024 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 26,930 | 528 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 27,510 | 526 | 0.12% | — | 163 | +27,510 | New | Q1 2026 | May 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 27,350 | 523 | 0.22% | 0.22% | 164 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 26,672 | 510 | 0.0% | 0.0% | 165 | +2,567 | 10.65% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Added to | 26,458 | 506 | 0.0% | 0.0% | 166 | +10,009 | 60.85% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Reduced | 26,416 | 505 | 0.02% | 0.03% | 167 | -2,670 | -9.18% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Added to | 25,422 | 486 | 0.06% | 0.03% | 168 | +10,338 | 68.54% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 25,096 | 480 | 0.0% | 0.0% | 169 | -6,228 | -19.88% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 24,745 | 473 | 0.0% | 0.0% | 170 | -6,165 | -19.95% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,011 | 467 | 0.0% | 0.0% | 171 | +1,971 | 8.55% | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Reduced | 23,255 | 445 | 0.0% | 0.0% | 172 | -21,469 | -48.0% | Q1 2026 | May 11, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 23,205 | 444 | 0.1% | 0.1% | 174 | +1,991 | 9.39% | Q1 2026 | Apr 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 23,212 | 444 | 0.03% | 0.03% | 173 | -421 | -1.78% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 23,090 | 442 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 22,595 | 432 | 0.0% | 0.0% | 176 | -50,628 | -69.14% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 22,383 | 428 | 0.02% | 0.02% | 177 | -561 | -2.45% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 22,325 | 427 | 0.0% | 0.0% | 178 | +13,786 | 161.45% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 22,098 | 423 | 0.0% | 0.0% | 179 | -64 | -0.29% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 21,025 | 404 | 0.03% | 0.03% | 180 | +2,625 | 14.27% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 20,445 | 401 | 0.0% | 0.0% | 181 | +33 | 0.16% | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 20,551 | 393 | 0.2% | 0.24% | 182 | +1,158 | 5.97% | Q1 2026 | Apr 30, 2026 |
| XPONANCE LLC | History | Added to | 20,218 | 387 | 0.0% | 0.0% | 183 | +2,690 | 15.35% | Q1 2026 | May 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 19,926 | 381 | 0.26% | 2.38% | 185 | -147,974 | -88.13% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,929 | 381 | 0.0% | 0.0% | 184 | +378 | 1.93% | Q1 2026 | May 15, 2026 |
| Vines Capital Management, LLC | History | Reduced | 19,623 | 375 | 0.37% | 0.38% | 186 | -760 | -3.73% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 19,508 | 373 | 0.0% | — | 187 | +19,508 | New | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 19,011 | 364 | 0.01% | 0.01% | 188 | -2,461 | -11.46% | Q1 2026 | Apr 29, 2026 |
| Waterloo Capital, L.P. | History | Added to | 18,714 | 358 | 0.03% | 0.03% | 189 | +479 | 2.63% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 18,188 | 348 | 0.0% | 0.0% | 190 | -3,979 | -17.95% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 18,152 | 347 | 0.0% | 0.0% | 191 | +132 | 0.73% | Q1 2026 | May 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 17,924 | 343 | 0.0% | 0.0% | 192 | -3,382 | -15.87% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 16,913 | 323 | 0.0% | 0.0% | 193 | +3,252 | 23.8% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Added to | 16,291 | 311 | 0.07% | 0.06% | 194 | +1,000 | 6.54% | Q1 2026 | Apr 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 16,120 | 308 | 0.0% | 0.0% | 195 | +121 | 0.76% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 15,649 | 299 | 0.0% | 0.0% | 196 | -13,795 | -46.85% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 15,522 | 297 | 0.0% | 0.0% | 197 | +3,300 | 27.0% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 15,497 | 296 | 0.0% | — | 200 | +15,497 | New | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 15,503 | 296 | 0.1% | 0.1% | 199 | +1,474 | 10.51% | Q1 2026 | Apr 22, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 15,503 | 296 | 0.02% | 0.02% | 198 | -401 | -2.52% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Advisors, LLC | History | New | 15,335 | 293 | 0.0% | — | 202 | +15,335 | New | Q1 2026 | May 01, 2026 |
| CIBC Asset Management Inc | History | Reduced | 15,321 | 293 | 0.0% | 0.0% | 201 | -350 | -2.23% | Q1 2026 | May 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 15,099 | 286 | 0.0% | — | 203 | +15,099 | New | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,874 | 284 | 0.0% | 0.0% | 205 | +1,833 | 14.06% | Q1 2026 | May 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 14,810 | 284 | 0.01% | 0.01% | 204 | +82 | 0.56% | Q1 2026 | May 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,344 | 275 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 14,043 | 268 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | New | 13,935 | 266 | 0.19% | — | 208 | +13,935 | New | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,857 | 265 | 0.01% | 0.01% | 209 | +675 | 5.12% | Q1 2026 | May 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 13,765 | 263 | 0.05% | 0.06% | 210 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Polymer Capital Management (US) LLC | History | New | 13,326 | 255 | 0.03% | — | 212 | +13,326 | New | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 13,326 | 255 | 0.02% | 0.02% | 211 | +321 | 2.47% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,913 | 247 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,699 | 243 | 0.0% | — | 214 | +12,699 | New | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | No change | 12,300 | 235 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TT Capital Management LLC | History | Added to | 11,800 | 225 | 0.19% | 0.17% | 217 | +600 | 5.36% | Q1 2026 | May 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 11,783 | 225 | 0.02% | 0.02% | 216 | -100 | -0.84% | Q1 2026 | May 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,568 | 221 | 0.0% | 0.0% | 219 | -549 | -4.53% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11,592 | 221 | 0.01% | 0.01% | 218 | +72 | 0.63% | Q1 2026 | May 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,515 | 220 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INGALLS & SNYDER LLC | History | New | 11,000 | 211 | 0.01% | — | 221 | +11,000 | New | Q1 2026 | May 13, 2026 |
| one8zero8, LLC | History | No change | 11,000 | 210 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 10,929 | 209 | 0.0% | — | 223 | +10,929 | New | Q1 2026 | Apr 13, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 10,825 | 207 | 0.05% | 0.04% | 224 | +2,550 | 30.82% | Q1 2026 | May 04, 2026 |
| LVW Advisors, LLC | History | No change | 10,777 | 206 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,750 | 205 | 0.01% | 0.0% | 226 | +4,850 | 82.2% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,550 | 202 | 0.0% | 0.0% | 227 | +168 | 1.62% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 10,524 | 201 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First PREMIER Bank | History | No change | 10,315 | 198 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealthstar Advisors, LLC | History | No change | 10,250 | 196 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Swiss Life Asset Management Ltd | History | New | 10,078 | 192 | 0.0% | — | 231 | +10,078 | New | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 9,295 | 185 | 0.0% | 0.0% | 232 | -7,586 | -44.94% | Q1 2026 | Apr 30, 2026 |
| Vision Retirement, LLC | History | Added to | 8,622 | 165 | 0.05% | 0.04% | 233 | +186 | 2.2% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | No change | 7,900 | 151 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 7,330 | 140 | 0.0% | 0.01% | 235 | -1,948 | -21.0% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | Added to | 6,840 | 131 | 0.0% | 0.0% | 236 | +2,042 | 42.56% | Q1 2026 | May 07, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 6,617 | 126 | 0.02% | 0.02% | 237 | -333 | -4.79% | Q1 2026 | May 04, 2026 |
| Truvestments Capital LLC | History | Reduced | 6,337 | 121 | 0.02% | 0.03% | 238 | -926 | -12.75% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 6,303 | 120 | 0.01% | 0.04% | 239 | -20,417 | -76.41% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | No change | 6,150 | 117 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 5,573 | 106 | 0.0% | 0.0% | 242 | +853 | 18.07% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,544 | 106 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,323 | 101 | 0.0% | 0.0% | 243 | -3,846 | -41.95% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,321 | 99 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,069 | 97 | 0.0% | 0.0% | 245 | +527 | 11.6% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,918 | 92 | 0.0% | 0.01% | 246 | -1,234 | -20.06% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 4,662 | 89 | 0.0% | 0.0% | 247 | -104 | -2.18% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 4,499 | 86 | 0.0% | 0.0% | 248 | +298 | 7.09% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,409 | 84 | 0.0% | 0.0% | 249 | +3,196 | 263.48% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Added to | 4,399 | 84 | 0.0% | 0.0% | 251 | +1,154 | 35.56% | Q1 2026 | Apr 06, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 5,000 | 84 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | New | 4,335 | 83 | 0.0% | — | 252 | +4,335 | New | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Reduced | 4,294 | 82 | 0.09% | 0.17% | 253 | -7,641 | -64.02% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 4,256 | 81 | 0.02% | 0.02% | 254 | -75 | -1.73% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,886 | 73 | 0.0% | 0.0% | 255 | +272 | 7.53% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,820 | 73 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,613 | 69 | 0.0% | 0.01% | 257 | -3,118 | -46.32% | Q1 2026 | May 15, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 3,614 | 69 | 0.04% | 0.05% | 258 | +87 | 2.47% | Q1 2026 | May 01, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,100 | 59 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 2,963 | 56 | 0.0% | 0.0% | 260 | +810 | 37.62% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,036 | 56 | 0.0% | 0.0% | 261 | +402 | 15.26% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 2,802 | 53 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,763 | 52 | 0.01% | 0.01% | 263 | +157 | 6.02% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,664 | 51 | 0.0% | 0.0% | 264 | +521 | 24.31% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,497 | 47 | 0.0% | 0.0% | 265 | +22 | 0.89% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,386 | 46 | 0.0% | 0.0% | 266 | +1,558 | 188.16% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,338 | 44 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ascentis Independent Advisors | History | New | 2,146 | 41 | 0.0% | — | 270 | +2,146 | New | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Added to | 2,193 | 41 | 0.0% | 0.0% | 268 | +21 | 0.97% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 2,146 | 41 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 2,110 | 40 | 0.02% | — | 271 | +2,110 | New | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,986 | 38 | 0.0% | 0.0% | 272 | +365 | 22.52% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2,000 | 38 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 1,636 | 31 | 0.0% | 0.0% | 274 | +100 | 6.51% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,539 | 29 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | New | 1,484 | 28 | 0.0% | — | 276 | +1,484 | New | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 1,400 | 26 | 0.0% | — | 277 | +1,400 | New | Q1 2026 | Apr 30, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,308 | 25 | 0.0% | — | 278 | +1,308 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,068 | 20 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | No change | 1,080 | 20 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | New | 1,000 | 19 | 0.0% | — | 281 | +1,000 | New | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 950 | 18 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 922 | 17 | 0.0% | — | 285 | +922 | New | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 894 | 17 | 0.0% | — | 284 | +894 | New | Q1 2026 | May 05, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 944 | 17 | 0.0% | 0.0% | 283 | -18 | -1.87% | Q1 2026 | May 11, 2026 |
| Pacific Center for Financial Services | History | No change | 850 | 16 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 829 | 15 | 0.0% | — | 288 | +829 | New | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 788 | 15 | 0.0% | 0.0% | 287 | +132 | 20.12% | Q1 2026 | May 01, 2026 |
| Wiser Advisor Group LLC | History | Added to | 619 | 11 | 0.01% | 0.01% | 290 | +15 | 2.48% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 610 | 11 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 552 | 10 | 0.0% | 0.0% | 292 | +102 | 22.67% | Q1 2026 | Apr 06, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 528 | 10 | 0.0% | 0.0% | 293 | +13 | 2.52% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | No change | 540 | 10 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 522 | 9 | 0.0% | 0.0% | 298 | +50 | 10.59% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 9 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | No change | 500 | 9 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 508 | 9 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | No change | 500 | 9 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 443 | 8 | 0.0% | 0.0% | 299 | +74 | 20.05% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 445 | 8 | 0.0% | 0.0% | 300 | +11 | 2.53% | Q1 2026 | May 20, 2026 |