Blackstone Secured Lending Fund - BXSL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 5,997,970 | 142,091 | 0.01% | 0.01% | 1 | +66,166 | 1.12% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,758,410 | 136,416 | 0.01% | 0.01% | 2 | -355,440 | -5.81% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 4,728,295 | 112,013 | 0.02% | 0.02% | 3 | -3,048 | -0.06% | Q1 2026 | May 05, 2026 |
| STRS OHIO | History | New | 4,000,000 | 94,760 | 0.38% | — | 4 | +4,000,000 | New | Q1 2026 | Apr 24, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 3,561,909 | 84,381 | 0.22% | 0.25% | 5 | -250,400 | -6.57% | Q1 2026 | May 11, 2026 |
| Blackstone Inc. | History | No change | 3,206,530 | 75,962 | 0.3% | 0.33% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 2,602,115 | 61,644 | 0.11% | 0.1% | 7 | +385,000 | 17.36% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,525,700 | 59,833 | 0.09% | 0.1% | 8 | -472,746 | -15.77% | Q1 2026 | May 15, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 2,519,480 | 59,686 | 1.24% | 1.1% | 9 | +475,000 | 23.23% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,303,349 | 54,566 | 0.01% | 0.0% | 10 | +1,678,762 | 268.78% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 2,216,715 | 52,513 | 0.34% | 0.35% | 11 | +326,366 | 17.26% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 2,120,478 | 50,235 | 0.04% | 0.11% | 12 | -3,029,437 | -58.82% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,036,874 | 48,253 | 0.01% | 0.01% | 13 | +527,547 | 34.95% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,720,419 | 40,137 | 1.94% | 1.98% | 14 | +144,124 | 9.14% | Q1 2026 | Apr 27, 2026 |
| CCLA Investment Management | History | No change | 1,287,641 | 33,903 | 0.54% | 0.54% | 15 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,418,617 | 33,748 | 0.0% | 0.0% | 16 | +82,674 | 6.19% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,421,532 | 33,677 | 0.01% | 0.01% | 17 | +18,841 | 1.34% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 1,360,717 | 32,235 | 0.02% | 0.03% | 18 | -59,395 | -4.18% | Q1 2026 | May 12, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | History | New | 1,250,000 | 29,612 | 9.03% | — | 19 | +1,250,000 | New | Q1 2026 | May 15, 2026 |
| Muzinich & Co., Inc. | History | Added to | 1,188,414 | 28,153 | 9.85% | 9.69% | 20 | +18,425 | 1.57% | Q1 2026 | Apr 23, 2026 |
| LM Advisors LLC | History | Reduced | 587 | 23,988 | 0.38% | 0.41% | 21 | -36 | -5.78% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 951,273 | 23,267 | 0.1% | 0.06% | 22 | +404,145 | 73.87% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 957,122 | 22,674 | 0.02% | 0.03% | 23 | -49,382 | -4.91% | Q1 2026 | May 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 896,548 | 21,239 | 0.01% | 0.01% | 24 | +3,000 | 0.34% | Q1 2026 | Apr 30, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 867,500 | 20,551 | 0.23% | — | 25 | +867,500 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 842,067 | 19,945 | 0.0% | 0.0% | 26 | +95,324 | 12.77% | Q1 2026 | May 15, 2026 |
| ARES MANAGEMENT LLC | History | Added to | 805,687 | 19,086 | 1.26% | 1.2% | 27 | +4,587 | 0.57% | Q1 2026 | May 15, 2026 |
| Progeny 3, Inc. | History | No change | 772,156 | 18,292 | 0.98% | 1.09% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 761,001 | 18,028 | 0.0% | 0.0% | 29 | +551,247 | 262.81% | Q1 2026 | May 13, 2026 |
| Altshuler Shaham Ltd | History | Reduced | 750,000 | 17,767 | 0.32% | 0.36% | 30 | -53,000 | -6.6% | Q1 2026 | May 18, 2026 |
| QVT Financial LP | History | Added to | 749,634 | 17,758 | 1.3% | 0.52% | 31 | +517,416 | 222.81% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 727,097 | 17,224 | 0.02% | 0.01% | 32 | +537,274 | 283.04% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 682,895 | 16,177 | 0.0% | 0.01% | 33 | -21,863 | -3.1% | Q1 2026 | May 14, 2026 |
| Allen Investment Management, LLC | History | Reduced | 666,316 | 15,785 | 0.2% | 0.22% | 34 | -90,023 | -11.9% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 628,714 | 14,894 | 0.0% | 0.01% | 35 | -97,889 | -13.47% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 627,213 | 14,858 | 0.01% | 0.04% | 36 | -499,130 | -44.31% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 609,133 | 14,430 | 0.0% | 0.0% | 37 | -38,901 | -6.0% | Q1 2026 | May 13, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Added to | 600,000 | 14,258 | 0.24% | 0.25% | 38 | +50,000 | 9.09% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 578,950 | 13,715 | 0.0% | 0.0% | 39 | +455,223 | 367.93% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 569,578 | 13,493 | 0.01% | 0.01% | 40 | -41,649 | -6.81% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 569,380 | 13,488 | 0.0% | 0.0% | 41 | -503,948 | -46.95% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 480,810 | 11,390 | 0.01% | 0.0% | 42 | +270,851 | 129.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 474,721 | 11,246 | 0.02% | 0.01% | 43 | +297,443 | 167.78% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 404,737 | 9,588 | 0.93% | 1.09% | 44 | -17,847 | -4.22% | Q1 2026 | Apr 29, 2026 |
| John & Kathleen Schreiber Foundation | History | No change | 381,581 | 9,039 | 9.27% | 7.82% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 370,774 | 8,783 | 0.9% | 0.79% | 46 | +73,291 | 24.64% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 367,800 | 8,713 | 0.0% | 0.0% | 47 | -379,515 | -50.78% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 339,422 | 8,040 | 0.01% | 0.01% | 48 | +3,887 | 1.16% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 331,921 | 7,863 | 0.04% | 0.0% | 49 | +322,000 | 3245.64% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 315,501 | 7,474 | 0.0% | 0.0% | 50 | -8,042 | -2.49% | Q1 2026 | May 04, 2026 |
| M&G Plc | History | No change | 300,000 | 7,200 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 299,092 | 7,089 | 0.04% | 0.01% | 52 | +228,915 | 326.2% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 282,740 | 6,914 | 0.0% | 0.0% | 53 | +29,287 | 11.56% | Q1 2026 | May 15, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 279,435 | 6,619 | 0.82% | 0.82% | 54 | +22,575 | 8.79% | Q1 2026 | May 04, 2026 |
| Trexquant Investment LP | History | Reduced | 277,005 | 6,562 | 0.05% | 0.1% | 55 | -157,906 | -36.31% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 266,501 | 6,313 | 0.0% | 0.0% | 56 | +2,189 | 0.83% | Q1 2026 | May 12, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 264,940 | 6,276 | 1.81% | 1.95% | 57 | -32,050 | -10.79% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 264,299 | 6,262 | 0.01% | 0.01% | 58 | -567 | -0.21% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 261,865 | 6,203 | 0.0% | 0.0% | 59 | +103,465 | 65.32% | Q1 2026 | May 14, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 257,329 | 6,096 | 5.29% | 6.8% | 60 | -41,789 | -13.97% | Q1 2026 | May 07, 2026 |
| Columbus Macro, LLC | History | Added to | 248,048 | 5,876 | 0.63% | 0.69% | 61 | +9,760 | 4.1% | Q1 2026 | Apr 21, 2026 |
| IMC-Chicago, LLC | History | Added to | 245,675 | 5,820 | 0.0% | 0.0% | 62 | +176,875 | 257.09% | Q1 2026 | May 05, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 244,289 | 5,787 | 0.29% | — | 63 | +244,289 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 238,612 | 5,652 | 0.03% | 0.03% | 64 | +914 | 0.38% | Q1 2026 | May 08, 2026 |
| HBK INVESTMENTS L P | History | No change | 233,800 | 5,538 | 0.06% | 0.05% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bell Bank | History | New | 232,851 | 5,516 | 0.23% | — | 67 | +232,851 | New | Q1 2026 | Apr 23, 2026 |
| SFMG, LLC | History | Reduced | 232,861 | 5,516 | 0.37% | 0.42% | 66 | -4,525 | -1.91% | Q1 2026 | May 12, 2026 |
| Prota Financial, LLC | History | Added to | 228,873 | 5,422 | 3.93% | 4.27% | 68 | +3,714 | 1.65% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 217,591 | 5,163 | 0.01% | 0.0% | 69 | +71,808 | 49.26% | Q1 2026 | May 14, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 204,149 | 4,836 | 0.54% | 0.62% | 70 | -8,939 | -4.19% | Q1 2026 | May 08, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 191,700 | 4,541 | 0.38% | 0.89% | 71 | -209,417 | -52.21% | Q1 2026 | Apr 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 190,390 | 4,510 | 0.03% | 0.01% | 72 | +129,942 | 214.96% | Q1 2026 | May 07, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 189,960 | 4,500 | 0.07% | 0.08% | 73 | +11,918 | 6.69% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 187,201 | 4,434 | 0.15% | 0.16% | 74 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 181,220 | 4,432 | 0.69% | 0.81% | 75 | -1,169 | -0.64% | Q1 2026 | May 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 164,221 | 4,328 | 0.2% | 0.2% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 156,065 | 3,697 | 0.0% | 0.01% | 77 | -69,650 | -30.86% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | Added to | 154,050 | 3,649 | 0.09% | 0.11% | 78 | +2,041 | 1.34% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 149,740 | 3,547 | 0.01% | 0.01% | 79 | -55,564 | -27.06% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 149,449 | 3,540 | 0.01% | 0.01% | 80 | -130,686 | -46.65% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 147,729 | 3,499 | 0.0% | 0.0% | 81 | +54,880 | 59.11% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 145,992 | 3,458 | 0.12% | 0.11% | 82 | +20,000 | 15.87% | Q1 2026 | May 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 144,047 | 3,412 | 0.05% | 0.06% | 83 | -12,868 | -8.2% | Q1 2026 | Apr 01, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 142,600 | 3,378 | 0.01% | 0.0% | 84 | +44,600 | 45.51% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 141,828 | 3,359 | 0.02% | 0.02% | 85 | +2,786 | 2.0% | Q1 2026 | May 05, 2026 |
| Naviter Wealth, LLC | History | Added to | 136,408 | 3,336 | 0.42% | 0.4% | 86 | +24,230 | 21.6% | Q1 2026 | Apr 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 139,077 | 3,294 | 0.26% | 0.28% | 87 | +1,143 | 0.83% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 137,269 | 3,251 | 0.05% | 0.07% | 88 | +3,747 | 2.81% | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Added to | 131,319 | 3,110 | 0.0% | 0.0% | 89 | +16,318 | 14.19% | Q1 2026 | May 13, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 128,684 | 3,048 | 0.29% | 0.29% | 90 | +14,403 | 12.6% | Q1 2026 | May 04, 2026 |
| Parkwood LLC | History | No change | 127,638 | 3,024 | 0.27% | 0.26% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 127,056 | 3,009 | 0.04% | 0.05% | 92 | +3,968 | 3.22% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 113,836 | 2,997 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| QTR Family Wealth, LLC | History | Added to | 120,082 | 2,898 | 1.21% | 1.09% | 94 | +23,214 | 23.96% | Q1 2026 | Apr 15, 2026 |
| Hedeker Wealth, LLC | History | Added to | 121,389 | 2,875 | 0.61% | 0.31% | 95 | +64,705 | 114.15% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Added to | 111,853 | 2,772 | 0.2% | 0.22% | 96 | +197 | 0.18% | Q1 2026 | May 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 112,861 | 2,673 | 0.53% | 0.91% | 97 | -51,270 | -31.24% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 101,289 | 2,666 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 107,885 | 2,638 | 0.06% | 0.14% | 99 | -2,313 | -2.1% | Q1 2026 | Apr 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 108,616 | 2,573 | 0.0% | 0.0% | 100 | +26,120 | 31.66% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 107,441 | 2,545 | 0.01% | 0.02% | 101 | -12,876 | -10.7% | Q1 2026 | Apr 30, 2026 |
| GenTrust, LLC | History | Added to | 102,856 | 2,515 | 0.11% | 0.11% | 102 | +11,099 | 12.1% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 102,781 | 2,497 | 0.01% | 0.01% | 103 | +1,887 | 1.87% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 103,885 | 2,461 | 0.03% | 0.04% | 104 | -6,313 | -5.73% | Q1 2026 | May 15, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 100,655 | 2,384 | 0.39% | 0.43% | 105 | +3,214 | 3.3% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 99,869 | 2,365 | 0.07% | 0.06% | 106 | +41,551 | 71.25% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 95,015 | 2,250 | 0.05% | 0.05% | 107 | +15,055 | 18.83% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 90,915 | 2,223 | 0.62% | 0.82% | 108 | -33,434 | -26.89% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 93,814 | 2,222 | 0.01% | 0.01% | 109 | +2,544 | 2.79% | Q1 2026 | May 08, 2026 |
| Guilbault Capital LLC | History | Added to | 93,786 | 2,221 | 2.43% | 2.01% | 110 | +25,391 | 37.12% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 93,588 | 2,217 | 0.03% | 0.03% | 111 | -1,493 | -1.57% | Q1 2026 | May 11, 2026 |
| Osbon Capital Management LLC | History | Added to | 90,806 | 2,151 | 1.76% | 2.1% | 112 | +5,476 | 6.42% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 86,962 | 2,060 | 0.76% | 0.87% | 113 | +1,639 | 1.92% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 84,125 | 2,057 | 0.05% | 0.04% | 114 | +11,706 | 16.16% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 84,649 | 2,005 | 0.22% | 1.26% | 115 | -337,177 | -79.93% | Q1 2026 | May 11, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 82,867 | 1,963 | 1.02% | 1.2% | 116 | +12,181 | 17.23% | Q1 2026 | Apr 30, 2026 |
| Embree Financial Group | History | Reduced | 82,174 | 1,946 | 0.23% | 0.28% | 117 | -3,059 | -3.59% | Q1 2026 | Apr 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 81,754 | 1,936 | 0.0% | 0.0% | 118 | +8,754 | 11.99% | Q1 2026 | May 05, 2026 |
| IMMERSION CORP | History | No change | 79,204 | 1,876 | 1.3% | 1.43% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 78,063 | 1,868 | 0.12% | 0.14% | 120 | -759 | -0.96% | Q1 2026 | May 12, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 78,766 | 1,865 | 2.82% | 3.03% | 121 | +755 | 0.97% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Advisors, LLC | History | Reduced | 78,207 | 1,852 | 0.95% | 1.72% | 122 | -20,623 | -20.87% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Reduced | 73,811 | 1,748 | 0.0% | 0.0% | 123 | -33,499 | -31.22% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 71,251 | 1,687 | 0.01% | 0.0% | 124 | +30,856 | 76.39% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 70,827 | 1,677 | 0.06% | 0.07% | 125 | -9,607 | -11.94% | Q1 2026 | Apr 22, 2026 |
| Truvestments Capital LLC | History | New | 67,321 | 1,594 | 0.29% | — | 126 | +67,321 | New | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 67,039 | 1,588 | 0.0% | 0.0% | 127 | -15,502 | -18.78% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 65,580 | 1,569 | 0.03% | 0.07% | 128 | +7,380 | 12.68% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 65,438 | 1,550 | 0.1% | 0.1% | 129 | +8,840 | 15.62% | Q1 2026 | May 15, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 64,912 | 1,537 | 0.01% | 0.01% | 130 | +10,308 | 18.88% | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 64,669 | 1,532 | 0.11% | 0.12% | 131 | +3,864 | 6.35% | Q1 2026 | May 05, 2026 |
| Barnett & Company, Inc. | History | Reduced | 63,135 | 1,495 | 1.16% | 1.39% | 132 | -2,500 | -3.81% | Q1 2026 | Apr 30, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 62,202 | 1,473 | 0.0% | 0.0% | 133 | -3,662 | -5.56% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 59,924 | 1,465 | 0.02% | 0.02% | 134 | +5,530 | 10.17% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Added to | 61,553 | 1,458 | 0.12% | 0.12% | 135 | +6,878 | 12.58% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 61,296 | 1,452 | 0.05% | 0.07% | 136 | -11,976 | -16.34% | Q1 2026 | May 13, 2026 |
| Bramshill Investments, LLC | History | Reduced | 60,982 | 1,444 | 0.12% | 0.12% | 137 | -16,457 | -21.25% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 60,500 | 1,433 | 0.02% | 0.01% | 138 | +35,733 | 144.28% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 59,968 | 1,420 | 0.07% | 0.06% | 139 | +20,700 | 52.71% | Q1 2026 | Apr 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 59,214 | 1,402 | 0.0% | — | 140 | +59,214 | New | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 59,101 | 1,400 | 0.29% | 0.3% | 141 | +5,688 | 10.65% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 58,939 | 1,396 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 58,660 | 1,389 | 0.04% | 0.07% | 143 | -40,335 | -40.74% | Q1 2026 | May 15, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 55,433 | 1,313 | 0.15% | 0.05% | 144 | +36,399 | 191.23% | Q1 2026 | Apr 30, 2026 |
| CFO4Life Group, LLC | History | Reduced | 54,973 | 1,302 | 0.2% | 0.25% | 145 | -12,600 | -18.65% | Q1 2026 | May 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 54,167 | 1,283 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 54,723 | 1,276 | 0.01% | 0.02% | 147 | +52 | 0.1% | Q1 2026 | Apr 07, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 52,943 | 1,254 | 0.07% | 0.1% | 148 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 52,811 | 1,251 | 0.01% | — | 149 | +52,811 | New | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 52,191 | 1,236 | 0.05% | 0.01% | 150 | +40,050 | 329.87% | Q1 2026 | Apr 28, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 51,250 | 1,214 | 0.0% | 0.0% | 151 | +1,250 | 2.5% | Q1 2026 | Apr 30, 2026 |
| Marble Wealth, LLC | History | Reduced | 51,029 | 1,208 | 0.21% | 0.54% | 152 | -97,029 | -65.53% | Q1 2026 | May 14, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 50,169 | 1,188 | 0.13% | 0.17% | 153 | +832 | 1.69% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 50,000 | 1,184 | 0.0% | — | 154 | +50,000 | New | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 49,875 | 1,181 | 0.08% | 0.13% | 155 | -27,384 | -35.44% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 49,839 | 1,180 | 0.0% | 0.0% | 156 | -8,796 | -15.0% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 49,453 | 1,171 | 0.06% | 0.01% | 157 | +41,238 | 501.98% | Q1 2026 | Apr 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 46,994 | 1,113 | 0.0% | 0.0% | 158 | +11,722 | 33.23% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 45,426 | 1,111 | 0.05% | 0.05% | 159 | -2,059 | -4.34% | Q1 2026 | May 12, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 46,876 | 1,110 | 0.81% | 0.57% | 160 | +16,563 | 54.64% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 45,957 | 1,088 | 0.0% | 0.0% | 161 | +11,288 | 32.56% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 45,855 | 1,086 | 0.19% | 0.19% | 162 | +6,749 | 17.26% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Added to | 43,882 | 1,039 | 0.03% | 0.01% | 163 | +32,974 | 302.29% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 43,804 | 1,037 | 0.05% | 0.07% | 164 | -9,084 | -17.18% | Q1 2026 | Apr 23, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 41,738 | 1,017 | 0.36% | 0.4% | 165 | -110 | -0.26% | Q1 2026 | May 14, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 42,611 | 1,009 | 1.21% | 1.18% | 166 | -3,328 | -7.24% | Q1 2026 | Apr 20, 2026 |
| 1832 Asset Management L.P. | History | No change | 42,450 | 1,005 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AVISO WEALTH MANAGEMENT | History | Added to | 42,328 | 1,002 | 0.45% | 0.46% | 168 | +346 | 0.82% | Q1 2026 | May 08, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 42,050 | 996 | 0.61% | 0.69% | 169 | -1,100 | -2.55% | Q1 2026 | Apr 16, 2026 |
| Fortis Capital Advisors, LLC | History | New | 40,770 | 965 | 0.13% | — | 170 | +40,770 | New | Q1 2026 | Apr 28, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 40,435 | 957 | 0.12% | — | 171 | +40,435 | New | Q1 2026 | Apr 16, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | New | 40,111 | 950 | 0.14% | — | 172 | +40,111 | New | Q1 2026 | May 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 39,005 | 924 | 0.21% | 0.15% | 173 | +13,920 | 55.49% | Q1 2026 | Apr 28, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 38,985 | 923 | 0.24% | 0.26% | 174 | -649 | -1.64% | Q1 2026 | May 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 38,087 | 902 | 0.04% | — | 176 | +38,087 | New | Q1 2026 | May 06, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 38,107 | 902 | 0.26% | 0.07% | 175 | +23,110 | 154.1% | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | New | 37,978 | 899 | 0.21% | — | 177 | +37,978 | New | Q1 2026 | Apr 27, 2026 |
| Callodine Capital Management, LP | History | Reduced | 37,500 | 888 | 0.06% | 0.16% | 178 | -37,500 | -50.0% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 36,270 | 859 | 0.01% | 0.02% | 179 | +8,365 | 29.98% | Q1 2026 | Apr 21, 2026 |
| TT Capital Management LLC | History | Added to | 35,750 | 846 | 0.7% | 0.58% | 180 | +7,900 | 28.37% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 35,407 | 838 | 0.0% | 0.0% | 181 | -3,153 | -8.18% | Q1 2026 | Jun 02, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 35,043 | 830 | 0.05% | 0.02% | 182 | +21,454 | 157.88% | Q1 2026 | May 13, 2026 |
| BBR PARTNERS, LLC | History | Added to | 34,961 | 828 | 0.05% | 0.05% | 183 | +1,429 | 4.26% | Q1 2026 | May 12, 2026 |
| Massar Capital Management, LP | History | New | 34,417 | 815 | 0.09% | — | 184 | +34,417 | New | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 34,270 | 811 | 0.09% | 0.22% | 185 | -45,014 | -56.78% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 31,845 | 754 | 0.0% | 0.0% | 186 | -25,866 | -44.82% | Q1 2026 | May 13, 2026 |
| Summit Global Investments | History | Added to | 31,272 | 741 | 0.04% | 0.05% | 187 | +612 | 2.0% | Q1 2026 | May 07, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 30,986 | 734 | 0.75% | 1.39% | 188 | -58,703 | -65.45% | Q1 2026 | May 11, 2026 |
| Marex Group plc | History | Reduced | 30,785 | 729 | 0.0% | 0.02% | 189 | -67,664 | -68.73% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 27,492 | 723 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,187 | 717 | 0.0% | 0.0% | 191 | -6,012 | -16.61% | Q1 2026 | Apr 08, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 29,970 | 709 | 0.13% | 0.05% | 192 | +18,730 | 166.64% | Q1 2026 | May 04, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 29,835 | 706 | 0.6% | 0.78% | 193 | -5,740 | -16.13% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,676 | 703 | 0.0% | 0.0% | 194 | +12,083 | 68.68% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 29,142 | 690 | 0.01% | 0.02% | 195 | -9,339 | -24.27% | Q1 2026 | Apr 10, 2026 |
| HUB Investment Partners, LLC | History | New | 28,970 | 686 | 0.02% | — | 196 | +28,970 | New | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Added to | 28,679 | 679 | 0.06% | 0.03% | 198 | +17,118 | 148.07% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Reduced | 27,778 | 679 | 0.01% | 0.01% | 197 | -6,689 | -19.41% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 28,520 | 675 | 0.0% | 0.0% | 199 | +7,839 | 37.9% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 28,343 | 671 | 0.0% | 0.0% | 200 | +17,843 | 169.93% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 28,163 | 667 | 0.0% | 0.0% | 201 | -41,435 | -59.53% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 27,224 | 665 | 0.14% | 0.18% | 202 | -3,857 | -12.41% | Q1 2026 | May 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 27,401 | 649 | 0.4% | 0.61% | 203 | -9,627 | -26.0% | Q1 2026 | Apr 07, 2026 |
| North Ground Capital | History | New | 27,041 | 640 | 0.77% | — | 204 | +27,041 | New | Q1 2026 | May 11, 2026 |
| Rathbones Group PLC | History | No change | 27,000 | 639 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Platform Technology Partners | History | Added to | 26,060 | 617 | 0.12% | 0.12% | 206 | +4,508 | 20.92% | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | Added to | 25,858 | 612 | 0.0% | 0.01% | 207 | +5,323 | 25.92% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 25,380 | 601 | 0.02% | 0.02% | 208 | -620 | -2.38% | Q1 2026 | Apr 22, 2026 |
| XTX Topco Ltd | History | Reduced | 25,348 | 600 | 0.01% | 0.08% | 209 | -90,856 | -78.19% | Q1 2026 | May 15, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 25,000 | 592 | 0.25% | — | 210 | +25,000 | New | Q1 2026 | Apr 14, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 24,650 | 583 | 0.01% | 0.01% | 211 | +2,500 | 11.29% | Q1 2026 | May 15, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 24,163 | 572 | 0.35% | 0.38% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 24,031 | 569 | 0.0% | 0.0% | 213 | +3,593 | 17.58% | Q1 2026 | Apr 27, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 23,884 | 565 | 0.25% | 0.28% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 23,703 | 561 | 0.15% | 0.16% | 215 | +964 | 4.24% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 23,381 | 553 | 0.0% | 0.0% | 216 | +2,299 | 10.91% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 23,330 | 552 | 0.0% | — | 217 | +23,330 | New | Q1 2026 | May 01, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 23,175 | 549 | 0.19% | 0.23% | 218 | -221 | -0.94% | Q1 2026 | Apr 21, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 22,930 | 543 | 0.35% | 0.53% | 220 | -6,566 | -22.26% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 20,651 | 543 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 22,441 | 531 | 0.15% | 0.18% | 221 | -3,191 | -12.45% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 22,410 | 530 | 0.0% | — | 222 | +22,410 | New | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 22,000 | 521 | 0.02% | 0.01% | 223 | +7,000 | 46.67% | Q1 2026 | May 15, 2026 |
| ArchPoint Investors | History | No change | 21,000 | 513 | 0.12% | 0.13% | 224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 21,501 | 509 | 0.01% | 0.01% | 226 | +9,321 | 76.53% | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | Added to | 21,487 | 509 | 0.02% | 0.02% | 225 | +1,916 | 9.79% | Q1 2026 | May 08, 2026 |
| United Advisor Group, LLC | History | Added to | 21,007 | 497 | 0.06% | 0.05% | 227 | +7,200 | 52.15% | Q1 2026 | Apr 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 20,936 | 495 | 0.0% | — | 228 | +20,936 | New | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 20,677 | 489 | 0.01% | 0.01% | 229 | +1,271 | 6.55% | Q1 2026 | Apr 22, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 20,551 | 486 | 0.01% | 0.03% | 230 | -12,670 | -38.14% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 20,542 | 486 | 0.0% | 0.0% | 231 | +1,199 | 6.2% | Q1 2026 | May 01, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 20,490 | 485 | 0.02% | 0.01% | 232 | +8,985 | 78.1% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 20,303 | 480 | 0.04% | 0.04% | 233 | +1,151 | 6.01% | Q1 2026 | May 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 20,200 | 478 | 0.29% | 0.13% | 234 | +12,000 | 146.34% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 19,843 | 470 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 19,641 | 465 | 0.0% | 0.0% | 236 | -13,975 | -41.57% | Q1 2026 | May 11, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 19,500 | 461 | 0.13% | 0.13% | 237 | +1,600 | 8.94% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,699 | 453 | 0.0% | 0.0% | 238 | +5,294 | 42.68% | Q1 2026 | May 15, 2026 |
| Sage Investment Counsel LLC | History | Added to | 18,801 | 445 | 0.49% | 0.49% | 239 | +2,002 | 11.92% | Q1 2026 | Apr 24, 2026 |
| Axiom Investment Management LLC | History | New | 18,500 | 438 | 0.33% | — | 240 | +18,500 | New | Q1 2026 | May 26, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 18,274 | 432 | 0.01% | 0.01% | 241 | -27 | -0.15% | Q1 2026 | Apr 23, 2026 |
| Allie Family Office LLC | History | No change | 18,049 | 427 | 0.19% | 0.22% | 242 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 17,885 | 423 | 0.0% | 0.0% | 243 | +3,304 | 22.66% | Q1 2026 | May 14, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 17,881 | 423 | 0.28% | 0.32% | 244 | +325 | 1.85% | Q1 2026 | Apr 23, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 17,604 | 417 | 0.0% | 0.01% | 245 | -10,447 | -37.24% | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 16,880 | 399 | 0.34% | — | 246 | +16,880 | New | Q1 2026 | May 12, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 16,798 | 397 | 0.23% | 0.3% | 248 | -3,447 | -17.03% | Q1 2026 | Apr 09, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 16,767 | 397 | 0.0% | 0.0% | 247 | +2,656 | 18.82% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 16,604 | 393 | 0.0% | 0.01% | 249 | -1,006 | -5.71% | Q1 2026 | Apr 28, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 325,000 | 384 | 0.11% | 0.0% | 250 | +200,000 | 160.0% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 16,210 | 384 | 0.02% | 0.2% | 251 | -90,352 | -84.79% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,165 | 382 | 0.02% | 0.02% | 252 | -1,366 | -7.79% | Q1 2026 | Apr 28, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 16,024 | 379 | 0.36% | 0.38% | 253 | +1,417 | 9.7% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 15,959 | 378 | 0.01% | — | 254 | +15,959 | New | Q1 2026 | May 13, 2026 |
| Permanens Capital L.P. | History | New | 15,375 | 376 | 0.05% | — | 256 | +15,375 | New | Q1 2026 | May 15, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 15,894 | 376 | 0.29% | 0.18% | 255 | +6,620 | 71.38% | Q1 2026 | May 08, 2026 |
| Forum Financial Management, LP | History | No change | 15,735 | 372 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tranquility Partners, LLC | History | Added to | 15,578 | 369 | 0.14% | 0.12% | 258 | +3,159 | 25.44% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | No change | 15,441 | 365 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Accredited Investors Inc. | History | No change | 15,000 | 355 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 14,852 | 352 | 0.0% | 0.0% | 261 | -12,808 | -46.31% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,697 | 348 | 0.0% | 0.0% | 262 | -10,197 | -40.96% | Q1 2026 | Apr 24, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,724 | 348 | 0.0% | 0.0% | 263 | +183 | 1.26% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 14,633 | 346 | 0.0% | 0.0% | 265 | +6,151 | 72.52% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 14,606 | 346 | 0.0% | 0.0% | 264 | +4,048 | 38.34% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 14,613 | 346 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tidal Investments LLC | History | Reduced | 14,600 | 345 | 0.0% | 0.0% | 267 | -320 | -2.14% | Q1 2026 | May 15, 2026 |
| Legacy PCG, LLC | History | Reduced | 14,520 | 343 | 1.84% | 1.8% | 268 | -95,670 | -86.82% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Reduced | 14,421 | 341 | 0.09% | 0.14% | 269 | -6,766 | -31.93% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,353 | 340 | 0.0% | 0.0% | 270 | -1,064 | -6.9% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 14,000 | 331 | 0.0% | 0.0% | 271 | -6,100 | -30.35% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 13,838 | 327 | 0.0% | 0.0% | 272 | -2,848 | -17.07% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,752 | 325 | 0.0% | 0.0% | 273 | -21,915 | -61.44% | Q1 2026 | May 04, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 13,582 | 321 | 0.14% | 0.15% | 274 | +350 | 2.65% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Reduced | 13,263 | 312 | 0.02% | 0.03% | 275 | -9,586 | -41.95% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,093 | 310 | 0.0% | 0.0% | 276 | +821 | 6.69% | Q1 2026 | Apr 20, 2026 |
| Seelaus Asset Management LLC | History | No change | 13,050 | 309 | 0.22% | 0.27% | 277 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 12,814 | 303 | 0.01% | 0.01% | 278 | +2,814 | 28.14% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 12,713 | 301 | 0.03% | 0.03% | 279 | +2,354 | 22.72% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,658 | 299 | 0.0% | 0.0% | 280 | +2,823 | 28.7% | Q1 2026 | May 14, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 12,500 | 296 | 0.08% | — | 282 | +12,500 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,510 | 296 | 0.0% | 0.0% | 281 | +4,880 | 63.96% | Q1 2026 | Apr 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 12,100 | 295 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 12,427 | 294 | 0.04% | — | 284 | +12,427 | New | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 11,700 | 286 | 0.05% | 0.06% | 285 | -500 | -4.1% | Q1 2026 | May 12, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 11,990 | 284 | 0.02% | 0.27% | 287 | -130,283 | -91.57% | Q1 2026 | May 12, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 12,000 | 284 | 0.05% | 0.11% | 286 | -12,000 | -50.0% | Q1 2026 | May 05, 2026 |
| Bull Harbor Capital LLC | History | New | 12,000 | 284 | 0.08% | — | 289 | +12,000 | New | Q1 2026 | May 18, 2026 |
| CV Advisors LLC | History | No change | 12,030 | 284 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,910 | 282 | 0.0% | 0.01% | 290 | +319 | 2.75% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 11,784 | 279 | 0.01% | 0.02% | 291 | -11,737 | -49.9% | Q1 2026 | Apr 21, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 11,728 | 277 | 0.02% | — | 292 | +11,728 | New | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | New | 11,724 | 277 | 0.02% | — | 293 | +11,724 | New | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | No change | 11,891 | 275 | 0.03% | 0.04% | 294 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 11,260 | 266 | 0.01% | — | 295 | +11,260 | New | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 11,153 | 264 | 0.01% | 0.03% | 296 | -10,945 | -49.53% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 11,152 | 264 | 0.0% | 0.0% | 297 | -125 | -1.11% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 11,070 | 262 | 0.0% | 0.0% | 298 | -292 | -2.57% | Q1 2026 | May 08, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 11,074 | 262 | 0.17% | 0.18% | 299 | +10 | 0.09% | Q1 2026 | May 07, 2026 |
| Klingman & Associates, LLC | History | Added to | 10,710 | 253 | 0.01% | 0.01% | 300 | +10 | 0.09% | Q1 2026 | May 14, 2026 |