BEYOND MEAT, INC. - BYND
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 24,526,676 | 20,111 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 28,610,674 | 20,073 | 0.0% | 0.0% | 2 | +1,124,406 | 4.09% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 14,016,756 | 9,839 | 0.0% | 0.0% | 3 | +4,228,228 | 43.2% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 6,603,743 | 9,174 | 0.01% | 0.01% | 4 | +1,104,850 | 20.09% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 10,701,709 | 7,510 | 0.0% | 0.0% | 5 | +774,552 | 7.8% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 8,378,839 | 5,878 | 0.0% | 0.0% | 6 | +444,773 | 5.61% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,309,767 | 5,500 | 0.0% | 0.0% | 7 | +7,825,171 | 1614.78% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,336,137 | 5,140 | 0.0% | 0.0% | 8 | -3,894,664 | -34.68% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,116,600 | 4,291 | 0.0% | 0.0% | 9 | -176,000 | -2.8% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 5,224,900 | 3,667 | 0.0% | 0.0% | 10 | -3,716,700 | -41.57% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,607,676 | 2,531 | 0.0% | 0.0% | 11 | +224,165 | 6.63% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,505,347 | 2,459 | 0.0% | 0.0% | 12 | +336,259 | 10.61% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 3,451,300 | 2,421 | 0.0% | 0.02% | 13 | -7,387,700 | -68.16% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | No change | 3,400,000 | 2,385 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,242,474 | 2,274 | 0.0% | 0.0% | 15 | +316,138 | 10.8% | Q1 2026 | May 14, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 3,048,440 | 2,138 | 0.06% | 0.06% | 16 | -8,600 | -0.28% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 2,995,548 | 2,101 | 0.0% | 0.0% | 17 | -1,292,400 | -30.14% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 2,851,464 | 2,000 | 0.01% | 0.01% | 18 | -195,211 | -6.41% | Q1 2026 | May 08, 2026 |
| GMT CAPITAL CORP | History | New | 1,974,500 | 1,385 | 0.06% | — | 19 | +1,974,500 | New | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 1,673,600 | 1,174 | 0.0% | 0.0% | 20 | -1,826,900 | -52.19% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,631,747 | 1,144 | 0.01% | 0.0% | 21 | +1,448,225 | 789.13% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | New | 1,750,200 | 921 | 0.0% | — | 22 | +1,750,200 | New | Q1 2026 | May 13, 2026 |
| Skaana Management L.P. | History | Reduced | 1,130,600 | 793 | 0.27% | 0.41% | 23 | -427,200 | -27.42% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,103,057 | 773 | 0.0% | 0.0% | 24 | -819,631 | -42.63% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,043,371 | 731 | 0.0% | 0.0% | 25 | -1,552,056 | -59.8% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,012,988 | 710 | 0.0% | 0.0% | 26 | +70,513 | 7.48% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Added to | 887,860 | 622 | 0.0% | 0.0% | 27 | +476,131 | 115.64% | Q1 2026 | May 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 863,693 | 605 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DBA TRADING, LLC | History | Added to | 681,400 | 478 | 0.24% | 0.35% | 29 | +10,100 | 1.5% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 584,810 | 410 | 0.0% | 0.0% | 30 | -3,131,440 | -84.26% | Q1 2026 | May 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 577,500 | 405 | 0.0% | 0.01% | 31 | -1,021,000 | -63.87% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 576,797 | 404 | 0.0% | 0.0% | 32 | +558,971 | 3135.71% | Q1 2026 | May 14, 2026 |
| Sculptor Capital LP | History | Reduced | 517,400 | 363 | 0.0% | 0.01% | 33 | -92,900 | -15.22% | Q1 2026 | May 15, 2026 |
| Shay Capital LLC | History | Reduced | 512,974 | 359 | 0.03% | 0.04% | 34 | -1 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 442,996 | 310 | 0.0% | 0.0% | 35 | +74,289 | 20.15% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 414,196 | 290 | 0.0% | 0.0% | 36 | +1,045 | 0.25% | Q1 2026 | May 12, 2026 |
| CSS LLC/IL | History | Reduced | 377,000 | 264 | 0.01% | 0.01% | 37 | -10,300 | -2.66% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 370,729 | 260 | 0.0% | 0.0% | 38 | +36,266 | 10.84% | Q1 2026 | May 15, 2026 |
| COATUE MANAGEMENT LLC | History | New | 343,393 | 240 | 0.0% | — | 39 | +343,393 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 315,266 | 221 | 0.0% | 0.0% | 40 | +296,467 | 1577.04% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 305,702 | 215 | 0.0% | 0.0% | 41 | +67,930 | 28.57% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 308,030 | 215 | 0.0% | 0.0% | 42 | +29,515 | 10.6% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 298,516 | 209 | 0.0% | 0.0% | 43 | -264,855 | -47.01% | Q1 2026 | May 11, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 191,235 | 199 | 0.0% | 0.0% | 44 | +65,546 | 52.15% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 278,500 | 195 | 0.0% | 0.0% | 45 | +5,310 | 1.94% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 276,445 | 193 | 0.0% | 0.0% | 46 | -619,473 | -69.14% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 273,982 | 167 | 0.0% | 0.0% | 47 | -235,856 | -46.26% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 228,293 | 160 | 0.0% | — | 48 | +228,293 | New | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 295,029 | 151 | 0.0% | — | 49 | +295,029 | New | Q1 2026 | Apr 08, 2026 |
| Procyon Advisors, LLC | History | Added to | 214,432 | 150 | 0.01% | 0.01% | 50 | +60,000 | 38.85% | Q1 2026 | May 04, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Added to | 182,955 | 128 | 0.0% | 0.0% | 51 | +72,602 | 65.79% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 207,314 | 128 | 0.0% | 0.0% | 52 | +40,505 | 24.28% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | Added to | 181,358 | 127 | 0.0% | 0.0% | 53 | +170,676 | 1597.79% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 173,629 | 121 | 0.0% | 0.0% | 54 | -2,311,723 | -93.01% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 168,739 | 118 | 0.0% | — | 56 | +168,739 | New | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | No change | 168,491 | 118 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 161,242 | 113 | 0.0% | 0.0% | 57 | -270,282 | -62.63% | Q1 2026 | May 11, 2026 |
| Pallas Capital Advisors LLC | History | New | 153,297 | 107 | 0.0% | — | 58 | +153,297 | New | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 143,667 | 100 | 0.0% | 0.0% | 59 | -14,647 | -9.25% | Q1 2026 | Apr 27, 2026 |
| Kaufman Rossin Wealth, LLC | History | New | 141,830 | 99 | 0.06% | — | 60 | +141,830 | New | Q1 2026 | Apr 17, 2026 |
| Walleye Capital LLC | History | Added to | 139,182 | 97 | 0.0% | 0.0% | 61 | +57,082 | 69.53% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 137,182 | 96 | 0.0% | — | 62 | +137,182 | New | Q1 2026 | May 15, 2026 |
| Alpine Global Management, LLC | History | Reduced | 8,108 | 94 | 0.01% | 0.06% | 63 | -207,007 | -96.23% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 128,464 | 90 | 0.0% | — | 64 | +128,464 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 126,798 | 88 | 0.0% | 0.0% | 65 | +6,511 | 5.41% | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | New | 120,043 | 84 | 0.03% | — | 68 | +120,043 | New | Q1 2026 | May 21, 2026 |
| FMR LLC | History | Added to | 120,735 | 84 | 0.0% | 0.0% | 66 | +83,765 | 226.58% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 120,900 | 84 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 116,226 | 82 | 0.0% | 0.0% | 69 | +992 | 0.86% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 100,666 | 82 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 115,477 | 81 | 0.0% | 0.0% | 71 | -1,107 | -0.95% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 113,021 | 79 | 0.0% | 0.0% | 72 | -105,111 | -48.19% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 102,043 | 71 | 0.01% | 0.0% | 73 | +82,043 | 410.22% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 98,393 | 69 | 0.0% | 0.0% | 74 | +87,180 | 777.49% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 97,340 | 68 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Optas, LLC | History | Reduced | 90,000 | 63 | 0.01% | 0.01% | 76 | -426 | -0.47% | Q1 2026 | Apr 24, 2026 |
| Krilogy Financial LLC | History | New | 79,233 | 61 | 0.0% | — | 77 | +79,233 | New | Q1 2026 | Apr 17, 2026 |
| BARCLAYS PLC | History | Reduced | 82,973 | 58 | 0.0% | 0.0% | 78 | -574,281 | -87.38% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 83,958 | 58 | 0.0% | — | 80 | +83,958 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 83,743 | 58 | 0.0% | — | 79 | +83,743 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 82,933 | 57 | 0.0% | 0.0% | 81 | -297 | -0.36% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 76,598 | 53 | 0.0% | — | 82 | +76,598 | New | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 73,408 | 52 | 0.0% | — | 83 | +73,408 | New | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 71,317 | 50 | 0.0% | 0.0% | 84 | +4,490 | 6.72% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | New | 41,462 | 45 | 0.0% | — | 85 | +41,462 | New | Q1 2026 | May 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 61,735 | 43 | 0.0% | 0.0% | 86 | +42,190 | 215.86% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 60,847 | 42 | 0.0% | 0.0% | 87 | -9,218 | -13.16% | Q1 2026 | Apr 24, 2026 |
| Banco Santander, S.A. | History | No change | 57,752 | 40 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Marex Group plc | History | Added to | 56,568 | 39 | 0.0% | 0.0% | 89 | +15,494 | 37.72% | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 50,000 | 35 | 0.0% | — | 91 | +50,000 | New | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 50,282 | 35 | 0.0% | 0.0% | 90 | +314 | 0.63% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 44,009 | 30 | 0.0% | — | 92 | +44,009 | New | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 40,144 | 28 | 0.0% | 0.0% | 93 | +29,000 | 260.23% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 40,018 | 28 | 0.0% | 0.0% | 94 | +20,003 | 99.94% | Q1 2026 | May 01, 2026 |
| State of Wyoming | History | New | 38,988 | 27 | 0.0% | — | 95 | +38,988 | New | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Added to | 36,640 | 25 | 0.0% | 0.0% | 96 | +12,740 | 53.31% | Q1 2026 | May 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 35,488 | 24 | 0.0% | — | 99 | +35,488 | New | Q1 2026 | Apr 16, 2026 |
| XPONANCE LLC | History | Added to | 34,925 | 24 | 0.0% | 0.0% | 98 | +5,032 | 16.83% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 34,238 | 24 | 0.0% | 0.0% | 97 | -119 | -0.35% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 33,444 | 23 | 0.0% | 0.0% | 100 | -53,536 | -61.55% | Q1 2026 | Apr 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 40,028 | 23 | 0.0% | — | 102 | +40,028 | New | Q1 2026 | Apr 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 34,090 | 23 | 0.0% | 0.0% | 101 | +5,104 | 17.61% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Reduced | 31,932 | 22 | 0.0% | 0.0% | 103 | -8,449 | -20.92% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 30,932 | 21 | 0.0% | — | 106 | +30,932 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 30,415 | 21 | 0.0% | 0.0% | 105 | -21,389 | -41.29% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 31,122 | 21 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Frec Markets, Inc. | History | New | 29,832 | 20 | 0.0% | — | 110 | +29,832 | New | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,766 | 20 | 0.0% | 0.0% | 109 | +19,680 | 195.12% | Q1 2026 | Apr 10, 2026 |
| LPL Financial LLC | History | Added to | 29,637 | 20 | 0.0% | 0.0% | 108 | +12,645 | 74.42% | Q1 2026 | May 06, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 25,364 | 20 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 27,783 | 19 | 0.0% | — | 111 | +27,783 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 25,933 | 18 | 0.0% | — | 112 | +25,843 | 28714.44% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 24,787 | 17 | 0.0% | — | 115 | +24,787 | New | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,368 | 17 | 0.0% | 0.0% | 113 | +1,276 | 5.3% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 25,279 | 17 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 23,223 | 16 | 0.0% | 0.0% | 116 | +1,400 | 6.42% | Q1 2026 | May 15, 2026 |
| Bull Harbor Capital LLC | History | New | 22,295 | 15 | 0.0% | — | 119 | +22,295 | New | Q1 2026 | May 18, 2026 |
| Essex Financial Services, Inc. | History | New | 21,892 | 15 | 0.0% | — | 117 | +21,892 | New | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 21,845 | 15 | 0.0% | — | 118 | +21,845 | New | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | New | 20,678 | 14 | 0.0% | — | 121 | +20,678 | New | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | New | 19,977 | 14 | 0.0% | — | 122 | +19,977 | New | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 20,075 | 14 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| StoneX Group Inc. | History | New | 19,809 | 13 | 0.0% | — | 125 | +19,809 | New | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 19,254 | 13 | 0.0% | 0.0% | 124 | +2,246 | 13.21% | Q1 2026 | May 04, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 19,000 | 13 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | New | 17,886 | 12 | 0.0% | — | 127 | +17,886 | New | Q1 2026 | Apr 22, 2026 |
| Falcon Wealth Planning | History | No change | 18,002 | 12 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 16,180 | 11 | 0.0% | — | 130 | +16,180 | New | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | New | 16,106 | 11 | 0.0% | — | 129 | +16,106 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 18,875 | 11 | 0.0% | 0.0% | 128 | +30 | 0.16% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,753 | 10 | 0.0% | — | 133 | +14,753 | New | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | New | 14,525 | 10 | 0.0% | — | 134 | +14,525 | New | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,376 | 10 | 0.0% | 0.0% | 131 | +1,515 | 11.78% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 15,267 | 10 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| 111 Capital | History | Reduced | 13,282 | 9 | 0.0% | 0.01% | 137 | -51,086 | -79.37% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | New | 14,153 | 9 | 0.0% | — | 138 | +14,153 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 13,866 | 9 | 0.0% | — | 139 | +13,866 | New | Q1 2026 | May 11, 2026 |
| EVOKE WEALTH, LLC | History | New | 13,831 | 9 | 0.0% | — | 140 | +13,831 | New | Q1 2026 | May 14, 2026 |
| QTR Family Wealth, LLC | History | New | 13,807 | 9 | 0.0% | — | 141 | +13,807 | New | Q1 2026 | Apr 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 12,972 | 9 | 0.0% | 0.0% | 135 | -7,316 | -36.06% | Q1 2026 | Apr 22, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 13,300 | 9 | 0.0% | 0.0% | 136 | +2,400 | 22.02% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,790 | 8 | 0.0% | 0.0% | 144 | -26,782 | -67.68% | Q1 2026 | May 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 13,976 | 8 | 0.0% | — | 148 | +13,976 | New | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | New | 12,162 | 8 | 0.0% | — | 146 | +12,162 | New | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 12,015 | 8 | 0.0% | — | 151 | +12,015 | New | Q1 2026 | Apr 28, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 11,915 | 8 | 0.0% | — | 149 | +11,915 | New | Q1 2026 | Apr 15, 2026 |
| HB Wealth Management, LLC | History | New | 11,463 | 8 | 0.0% | — | 150 | +11,463 | New | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | New | 10,905 | 8 | 0.0% | — | 147 | +10,905 | New | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | Reduced | 11,639 | 8 | 0.0% | 0.0% | 143 | -310 | -2.59% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,611 | 8 | 0.0% | 0.0% | 145 | -100 | -0.85% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | No change | 12,045 | 8 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 10,500 | 7 | 0.0% | — | 156 | +10,500 | New | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9,266 | 7 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 10,119 | 7 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 10,000 | 7 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mint Tower Capital Management B.V. | History | No change | 10,000 | 7 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 8,686 | 6 | 0.0% | 0.0% | 157 | +1,052 | 13.78% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 7,300 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 5,788 | 4 | 0.0% | 0.0% | 159 | +3,278 | 130.6% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,636 | 2 | 0.0% | 0.0% | 162 | -4,093 | -52.96% | Q1 2026 | Apr 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3,634 | 2 | 0.0% | — | 163 | +3,634 | New | Q1 2026 | May 07, 2026 |
| Altshuler Shaham Ltd | History | New | 3,600 | 2 | 0.0% | — | 164 | +3,600 | New | Q1 2026 | May 18, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,887 | 2 | 0.0% | 0.0% | 161 | +1,554 | 116.58% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,615 | 2 | 0.0% | 0.0% | 160 | -95 | -2.56% | Q1 2026 | May 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,869 | 1 | 0.0% | 0.0% | 167 | -21,735 | -92.08% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 2,740 | 1 | 0.0% | — | 169 | +2,716 | 11316.67% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Added to | 2,758 | 1 | 0.0% | — | 171 | +2,713 | 6028.89% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | New | 1,815 | 1 | 0.0% | — | 176 | +1,815 | New | Q1 2026 | Apr 13, 2026 |
| Graney & King, LLC | History | Added to | 1,845 | 1 | 0.0% | — | 175 | +1,800 | 4000.0% | Q1 2026 | May 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,622 | 1 | 0.0% | — | 165 | +709 | 77.66% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,674 | 1 | 0.0% | — | 166 | +553 | 49.33% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 2,327 | 1 | 0.0% | 0.0% | 170 | +75 | 3.33% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 1,875 | 1 | 0.0% | 0.0% | 174 | -43 | -2.24% | Q1 2026 | Apr 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,964 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 750 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Stephens Consulting, LLC | History | No change | 2,000 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WHITEBOX ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,811,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,250,000 | -100.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,243,780 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.04% | — | -655,779 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -608,487 | -100.0% | Q1 2026 | May 14, 2026 |
| Murchinson Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -432,301 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -400,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -336,549 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304,793 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -302,300 | -100.0% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -261,559 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -207,760 | -100.0% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200,025 | -100.0% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -186,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131,429 | -100.0% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95,022 | -100.0% | Q1 2026 | Apr 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -67,400 | -100.0% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 262 | 0 | — | 0.0% | — | -23,999 | -98.92% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,194 | -100.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,954 | -100.0% | Q1 2026 | May 04, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,935 | -100.0% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,915 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,041 | -100.0% | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,594 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,976 | -100.0% | Q1 2026 | May 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,900 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,300 | -100.0% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS | History | Closed out | 0 | 0 | — | — | — | -910 | -100.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 1,099 | 0 | — | — | — | +868 | 375.76% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,378 | 0 | — | — | — | +575 | 71.61% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 515 | 0 | — | — | — | +515 | New | Q1 2026 | Apr 30, 2026 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | — | — | -506 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -463 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 300 | 0 | — | — | — | +270 | 900.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 236 | 0 | — | — | — | +226 | 2260.0% | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 71 | 0 | — | — | — | -191 | -72.9% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -176 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,160 | 0 | — | — | — | +160 | 16.0% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | New | 145 | 0 | — | — | — | +145 | New | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | New | 128 | 0 | — | — | — | +128 | New | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | New | 120 | 0 | — | — | — | +120 | New | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | New | 118 | 0 | — | — | — | +118 | New | Q1 2026 | May 05, 2026 |
| Erste Asset Management GmbH | History | Closed out | 0 | 0 | — | — | — | -85 | -100.0% | Q1 2026 | May 11, 2026 |
| Evelyn Partners Investment Management LLP | History | Closed out | 0 | 0 | — | — | — | -85 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | Closed out | 0 | 0 | — | — | — | -83 | -100.0% | Q1 2026 | May 12, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -80 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 934 | 0 | — | — | — | -51 | -5.18% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -50 | -98.04% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 41 | 0 | — | — | — | +41 | New | Q1 2026 | May 19, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q1 2026 | May 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 39 | 0 | — | — | — | +30 | 333.33% | Q1 2026 | May 07, 2026 |
| Vanguard National Trust Co | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 08, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | Added to | 827 | 0 | — | — | — | +27 | 3.38% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 270 | 0 | — | — | — | +25 | 10.2% | Q1 2026 | May 08, 2026 |
| Sunrise Financial Services, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 29, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 7 | 0 | — | — | — | -10 | -58.82% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 13, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 615 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Advisors | History | No change | 339 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Heritage Wealth Advisors | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,295 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BFSG, LLC | History | No change | 210 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TrinityBridge Ltd | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investors Research Corp | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Larson Financial Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 162 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HighMark Wealth Management LLC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 135 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Newton One Investments LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Addison Advisors LLC | History | No change | 206 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Blue Trust, Inc. | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NFSG Corp | History | No change | 673 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,115 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Peterson Wealth Services | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Byrne Asset Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SageView Advisory Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SWAN Capital LLC | History | No change | 400 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Freedom, LLC | History | No change | 126 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CURIO WEALTH, LLC | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bernard Wealth Management Corp. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 800 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 115 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |