CHEESECAKE FACTORY INC - CAKE
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 | Reduced | 6,673,850 | 365,393 | 0.01% | 0.01% | 1 | -192,092 | -2.8% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 5,916,282 | 323,916 | 0.02% | 0.02% | 2 | -1,224,580 | -17.15% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 5,146,518 | 259,796 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,773,464 | 151,847 | 0.01% | — | 4 | +2,773,464 | New | Q1 2026 | May 08, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,088,618 | 114,351 | 0.47% | 0.46% | 5 | -59,148 | -2.75% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,021,710 | 110,688 | 0.0% | — | 6 | +2,021,710 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 2,010,204 | 110,058 | 0.02% | 0.02% | 7 | -327,467 | -14.01% | Q1 2026 | May 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,992,075 | 109,066 | 0.32% | 0.32% | 8 | -401,720 | -16.78% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 1,800,480 | 98,576 | 0.0% | 0.0% | 9 | +14,525 | 0.81% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,773,699 | 97,110 | 0.05% | 0.04% | 10 | +89,327 | 5.3% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,369,742 | 74,993 | 0.01% | 0.01% | 11 | -669,601 | -32.83% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,305,861 | 71,495 | 0.52% | 0.62% | 12 | -194,191 | -12.95% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,263,792 | 69,192 | 0.04% | 0.0% | 13 | +1,206,092 | 2090.28% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,242,143 | 68,007 | 0.01% | 0.01% | 14 | +29,037 | 2.39% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 1,182,055 | 64,717 | 0.01% | 0.01% | 15 | +155,085 | 15.1% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,149,555 | 62,948 | 0.0% | 0.0% | 16 | -2,619 | -0.23% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,038,944 | 56,882 | 0.0% | 0.0% | 17 | -106,272 | -9.28% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Reduced | 1,000,037 | 54,752 | 0.17% | 0.17% | 18 | -250,000 | -20.0% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 646,700 | 35,406 | 1.28% | 1.28% | 19 | -67,700 | -9.48% | Q1 2026 | Apr 21, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 614,305 | 33,633 | 0.01% | 0.0% | 20 | +16,905 | 2.83% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 553,663 | 30,313 | 0.38% | 0.17% | 21 | +266,444 | 92.77% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 503,206 | 27,550 | 0.0% | 0.0% | 22 | +6,016 | 1.21% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 491,530 | 26,911 | 0.01% | 0.01% | 23 | -11,654 | -2.32% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 473,224 | 25,909 | 0.0% | 0.0% | 24 | -7,988 | -1.66% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 441,633 | 24,179 | 0.0% | 0.0% | 25 | +7,407 | 1.71% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 372,209 | 20,378 | 0.02% | 0.0% | 26 | +344,456 | 1241.15% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 371,360 | 20,331 | 0.08% | 0.12% | 27 | -293,660 | -44.16% | Q1 2026 | May 15, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 333,629 | 18,266 | 0.61% | 0.64% | 28 | -96,019 | -22.35% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 327,888 | 17,951 | 0.0% | 0.0% | 29 | -111,970 | -25.46% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 324,357 | 17,759 | 0.02% | 0.03% | 30 | -36,196 | -10.04% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 318,043 | 17,412 | 0.0% | — | 31 | +318,043 | New | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 317,680 | 17,177 | 0.01% | 0.0% | 32 | +310,708 | 4456.51% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 307,500 | 16,835 | 0.17% | 0.16% | 33 | -12,500 | -3.91% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 306,929 | 16,804 | 0.01% | 0.01% | 34 | -33,148 | -9.75% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Added to | 280,731 | 15,370 | 0.04% | 0.04% | 35 | +50,586 | 21.98% | Q1 2026 | May 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 278,981 | 15,274 | 0.16% | 0.16% | 36 | -12,281 | -4.22% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 277,889 | 15,214 | 0.01% | 0.01% | 37 | -234,196 | -45.73% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 248,933 | 13,629 | 0.0% | 0.0% | 38 | +3,761 | 1.53% | Q1 2026 | May 04, 2026 |
| Aequim Alternative Investments LP | History | No change | 243,875 | 13,352 | 0.26% | 0.24% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAGNON SECURITIES LLC | History | Reduced | 225,048 | 12,321 | 2.84% | 2.33% | 40 | -1,546 | -0.68% | Q1 2026 | Apr 21, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 225,000 | 12,318 | 0.0% | 0.02% | 41 | -1,787,083 | -88.82% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 221,226 | 12,112 | 0.0% | 0.0% | 42 | -34,018 | -13.33% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 220,760 | 12,086 | 0.09% | 0.03% | 43 | +164,137 | 289.88% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 214,724 | 11,756 | 0.01% | 0.01% | 44 | -54,662 | -20.29% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 177,300 | 9,707 | 0.0% | 0.0% | 45 | -303,840 | -63.15% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Reduced | 172,778 | 9,459 | 0.56% | 0.84% | 46 | -82,483 | -32.31% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 169,300 | 9,269 | 0.0% | 0.0% | 47 | +100,800 | 147.15% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 164,064 | 8,982 | 0.03% | 0.03% | 48 | +5,239 | 3.3% | Q1 2026 | May 13, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 147,591 | 8,080 | 0.01% | 0.01% | 49 | +16,000 | 12.16% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 146,423 | 8,016 | 0.0% | 0.0% | 50 | -18,516 | -11.23% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 137,402 | 7,522 | 0.01% | 0.01% | 51 | -25,076 | -15.43% | Q1 2026 | May 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 134,996 | 7,391 | 0.05% | 0.01% | 52 | +69,594 | 106.41% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 130,661 | 7,153 | 0.01% | 0.01% | 53 | +355 | 0.27% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 108,639 | 5,947 | 0.05% | 0.01% | 54 | +72,134 | 197.6% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Added to | 108,043 | 5,915 | 0.21% | 0.02% | 55 | +96,865 | 866.57% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 107,158 | 5,866 | 0.0% | 0.0% | 56 | -10,371 | -8.82% | Q1 2026 | May 08, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 106,249 | 5,817 | 0.29% | 0.28% | 57 | -2,911 | -2.67% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 114,700 | 5,790 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 95,298 | 5,217 | 0.0% | 0.0% | 59 | -5,665 | -5.61% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 94,588 | 5,178 | 0.04% | 0.01% | 60 | +40,631 | 75.3% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Reduced | 94,321 | 5,164 | 0.0% | 0.0% | 61 | -698 | -0.73% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | Added to | 93,700 | 5,130 | 0.0% | 0.0% | 62 | +400 | 0.43% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 89,538 | 4,902 | 0.01% | 0.01% | 63 | -1,819 | -1.99% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 89,077 | 4,876 | 0.0% | 0.0% | 64 | +4,970 | 5.91% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 86,227 | 4,720 | 0.01% | 0.01% | 65 | -744 | -0.86% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 85,424 | 4,676 | 0.15% | 0.18% | 66 | -38,154 | -30.87% | Q1 2026 | May 18, 2026 |
| Squarepoint Ops LLC | History | Reduced | 81,103 | 4,440 | 0.01% | 0.02% | 67 | -273,097 | -77.1% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Added to | 79,000 | 4,325 | 0.02% | 0.01% | 68 | +38,801 | 96.52% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 77,916 | 4,265 | 0.0% | 0.0% | 69 | +59,210 | 316.53% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 75,301 | 4,122 | 0.0% | 0.0% | 70 | -299 | -0.4% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 71,118 | 3,893 | 0.03% | 0.02% | 71 | +28,340 | 66.25% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 69,452 | 3,802 | 0.01% | 0.01% | 72 | -5,866 | -7.79% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 65,171 | 3,676 | 0.0% | 0.01% | 73 | -256,394 | -79.73% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 66,333 | 3,606 | 0.0% | 0.0% | 74 | -51,004 | -43.47% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 59,773 | 3,272 | 0.0% | 0.0% | 75 | +38,172 | 176.71% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 55,576 | 3,042 | 0.0% | 0.0% | 76 | +11,088 | 24.92% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 55,046 | 3,014 | 0.0% | 0.0% | 77 | -53,347 | -49.22% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Added to | 54,846 | 3,002 | 0.3% | 0.24% | 78 | +14,698 | 36.61% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 58,596 | 2,957 | 0.0% | 0.0% | 79 | +940 | 1.63% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 53,636 | 2,936 | 0.0% | 0.0% | 80 | +40,276 | 301.47% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 46,164 | 2,902 | 0.16% | 0.05% | 81 | +30,646 | 197.49% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 50,751 | 2,779 | 0.0% | 0.0% | 82 | +8,403 | 19.84% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 48,470 | 2,654 | 0.0% | 0.01% | 83 | -17,213 | -26.21% | Q1 2026 | May 06, 2026 |
| One Capital Management, LLC | History | Added to | 47,750 | 2,614 | 0.07% | 0.06% | 84 | +10,315 | 27.55% | Q1 2026 | May 12, 2026 |
| Future Fund LLC | History | Added to | 47,661 | 2,609 | 0.92% | 0.6% | 85 | +10,315 | 27.62% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 47,412 | 2,595 | 0.0% | 0.0% | 86 | +4,435 | 10.32% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 45,115 | 2,470 | 0.07% | 0.13% | 87 | -42,851 | -48.71% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 44,517 | 2,437 | 0.04% | — | 88 | +44,517 | New | Q1 2026 | May 15, 2026 |
| Long Road Investment Counsel, LLC | History | Added to | 43,920 | 2,404 | 0.94% | 0.82% | 89 | +800 | 1.86% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 43,843 | 2,400 | 0.0% | 0.0% | 90 | -2,091 | -4.55% | Q1 2026 | May 06, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 43,515 | 2,382 | 0.13% | 0.1% | 91 | +7,484 | 20.77% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 41,734 | 2,307 | 0.0% | 0.01% | 92 | -92,187 | -68.84% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 41,180 | 2,254 | 0.0% | 0.0% | 93 | -16,344 | -28.41% | Q1 2026 | May 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 40,618 | 2,224 | 0.0% | 0.0% | 94 | -1,370 | -3.26% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 40,399 | 2,211 | 0.0% | 0.0% | 95 | -9,334 | -18.77% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 38,412 | 2,103 | 0.0% | 0.0% | 96 | +2,214 | 6.12% | Q1 2026 | May 11, 2026 |
| South Dakota Investment Council | History | No change | 37,379 | 2,047 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 36,029 | 1,972 | 0.01% | — | 98 | +36,029 | New | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 35,804 | 1,960 | 0.01% | 0.01% | 99 | -7,374 | -17.08% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 35,623 | 1,950 | 0.0% | — | 102 | +35,623 | New | Q1 2026 | May 08, 2026 |
| Man Group plc | History | New | 35,621 | 1,950 | 0.0% | — | 101 | +35,621 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 35,633 | 1,950 | 0.0% | 0.0% | 100 | -1,912 | -5.09% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 35,389 | 1,937 | 0.0% | 0.01% | 103 | -39,633 | -52.83% | Q1 2026 | May 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 34,864 | 1,908 | 0.17% | 0.09% | 104 | -3,469 | -9.05% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 33,626 | 1,841 | 0.02% | 0.02% | 105 | -551 | -1.61% | Q1 2026 | Apr 23, 2026 |
| Headlands Technologies LLC | History | Reduced | 32,875 | 1,799 | 0.2% | 0.14% | 106 | -249 | -0.75% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 32,535 | 1,781 | 0.01% | 0.01% | 107 | +11 | 0.03% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 31,295 | 1,713 | 0.01% | 0.01% | 108 | -4,039 | -11.43% | Q1 2026 | Apr 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 31,212 | 1,708 | 0.0% | 0.0% | 109 | -2,877 | -8.44% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 30,607 | 1,676 | 0.0% | 0.0% | 110 | -901 | -2.86% | Q1 2026 | May 01, 2026 |
| Ruffer LLP | History | New | 29,180 | 1,602 | 0.07% | — | 111 | +29,180 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 28,281 | 1,548 | 0.0% | 0.0% | 112 | -89 | -0.31% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 28,109 | 1,538 | 0.0% | 0.0% | 113 | +14,288 | 103.38% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,292 | 1,494 | 0.0% | 0.0% | 114 | -4,980 | -15.43% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 27,253 | 1,492 | 0.05% | — | 115 | +27,253 | New | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Reduced | 27,179 | 1,488 | 0.0% | 0.0% | 116 | -22,026 | -44.76% | Q1 2026 | May 08, 2026 |
| PEAK6 LLC | History | Added to | 26,851 | 1,470 | 0.0% | 0.0% | 117 | +17,478 | 186.47% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 25,827 | 1,414 | 0.0% | 0.0% | 118 | -83,033 | -76.28% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 25,432 | 1,392 | 0.01% | 0.01% | 119 | -812 | -3.09% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 24,931 | 1,365 | 0.06% | — | 121 | +24,931 | New | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 24,938 | 1,365 | 0.02% | 0.02% | 120 | +815 | 3.38% | Q1 2026 | May 05, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 24,822 | 1,359 | 0.01% | — | 122 | +24,822 | New | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 24,755 | 1,355 | 0.0% | 0.0% | 123 | -10,771 | -30.32% | Q1 2026 | May 13, 2026 |
| Odyssean, LLC | History | Added to | 23,770 | 1,301 | 0.47% | 0.52% | 124 | +9,306 | 64.34% | Q1 2026 | May 15, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 23,441 | 1,283 | 0.45% | 0.42% | 125 | -1,268 | -5.13% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 22,632 | 1,239 | 0.01% | 0.01% | 126 | -716 | -3.07% | Q1 2026 | Apr 20, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 22,100 | 1,209 | 0.01% | 0.01% | 127 | -15,200 | -40.75% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,666 | 1,186 | 0.0% | 0.0% | 128 | +150 | 0.7% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 21,500 | 1,177 | 0.0% | 0.0% | 129 | -1,700 | -7.33% | Q1 2026 | May 15, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 20,983 | 1,149 | 1.37% | 1.45% | 130 | -8,603 | -29.08% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 20,562 | 1,125 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 20,300 | 1,111 | 0.02% | 0.02% | 132 | -700 | -3.33% | Q1 2026 | Apr 20, 2026 |
| 1492 Capital Management LLC | History | Reduced | 19,941 | 1,091 | 0.42% | 1.65% | 133 | -65,604 | -76.69% | Q1 2026 | Apr 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 19,683 | 1,077 | 0.0% | 0.0% | 134 | -527 | -2.61% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 19,650 | 1,075 | 0.0% | 0.0% | 135 | +3,392 | 20.86% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 19,634 | 1,074 | 0.0% | 0.04% | 136 | -1,454,686 | -98.67% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 18,702 | 1,023 | 0.0% | — | 137 | +18,702 | New | Q1 2026 | May 08, 2026 |
| VARCOV Co. | History | New | 17,753 | 971 | 0.36% | — | 138 | +17,753 | New | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 17,157 | 939 | 0.0% | 0.01% | 139 | -64,201 | -78.91% | Q1 2026 | May 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 15,920 | 871 | 0.01% | — | 140 | +15,920 | New | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 14,886 | 815 | 0.02% | 0.03% | 141 | -3,675 | -19.8% | Q1 2026 | Apr 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 14,768 | 808 | 0.0% | 0.0% | 142 | +9,129 | 161.89% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,369 | 793 | 0.0% | 0.0% | 143 | +7,853 | 120.52% | Q1 2026 | Apr 08, 2026 |
| BARCLAYS PLC | History | Reduced | 14,184 | 776 | 0.0% | 0.0% | 144 | -99,101 | -87.48% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,097 | 771 | 0.01% | 0.03% | 145 | -46,416 | -76.7% | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,073 | 770 | 0.0% | 0.0% | 146 | -380 | -2.63% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 13,947 | 763 | 0.0% | 0.0% | 147 | -4,170 | -23.02% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 13,510 | 739 | 0.02% | 0.12% | 148 | -67,465 | -83.32% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,454 | 736 | 0.0% | 0.0% | 149 | +13,140 | 4184.71% | Q1 2026 | May 01, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,215 | 724 | 0.01% | 0.0% | 150 | -113 | -0.85% | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 13,126 | 718 | 0.02% | — | 151 | +13,126 | New | Q1 2026 | Apr 27, 2026 |
| Arizona State Retirement System | History | Reduced | 13,005 | 712 | 0.0% | 0.0% | 152 | -131 | -1.0% | Q1 2026 | May 01, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 13,000 | 711 | 0.0% | 0.0% | 153 | -1,000 | -7.14% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,940 | 708 | 0.0% | 0.0% | 154 | +3,161 | 32.32% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 12,831 | 702 | 0.01% | 0.01% | 155 | +679 | 5.59% | Q1 2026 | Apr 29, 2026 |
| Freestone Grove Partners LP | History | Reduced | 12,466 | 682 | 0.0% | 0.01% | 156 | -3,134 | -20.09% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 12,298 | 673 | 0.03% | 0.12% | 158 | -56,585 | -82.15% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 13,343 | 673 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | New | 12,026 | 658 | 0.0% | — | 159 | +12,026 | New | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 12,000 | 657 | 0.0% | 0.0% | 160 | +1,900 | 18.81% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 11,931 | 653 | 0.02% | 0.02% | 161 | -12 | -0.1% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 11,678 | 639 | 0.0% | — | 162 | +11,678 | New | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,661 | 638 | 0.0% | 0.0% | 163 | -1,945 | -14.3% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 11,587 | 635 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Inspire Investing, LLC | History | Added to | 11,362 | 622 | 0.05% | 0.05% | 165 | +161 | 1.44% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,340 | 620 | 0.0% | 0.0% | 166 | -12 | -0.11% | Q1 2026 | May 01, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,195 | 612 | 0.01% | 0.0% | 167 | +6,988 | 166.1% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 10,873 | 595 | 0.0% | 0.0% | 168 | +6,618 | 155.53% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,558 | 578 | 0.0% | 0.0% | 169 | +562 | 5.62% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 10,487 | 574 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 10,217 | 559 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 9,957 | 545 | 0.01% | 0.01% | 172 | +2,086 | 26.5% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 9,709 | 532 | 0.0% | 0.0% | 173 | -16,355 | -62.75% | Q1 2026 | Apr 16, 2026 |
| Lido Advisors, LLC | History | Reduced | 9,539 | 522 | 0.0% | 0.0% | 174 | -130 | -1.34% | Q1 2026 | May 13, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 9,458 | 517 | 0.05% | 0.05% | 175 | -1,859 | -16.43% | Q1 2026 | Apr 29, 2026 |
| White Wing Wealth Management | History | Added to | 9,335 | 511 | 0.31% | 0.27% | 176 | +251 | 2.76% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,294 | 508 | 0.0% | 0.0% | 177 | -939 | -9.18% | Q1 2026 | May 05, 2026 |
| Scientech Research LLC | History | New | 9,159 | 501 | 0.42% | — | 178 | +9,159 | New | Q1 2026 | May 15, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 9,119 | 499 | 0.16% | 0.15% | 179 | +1 | 0.01% | Q1 2026 | Apr 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 9,000 | 492 | 0.0% | 0.0% | 180 | -4,899 | -35.25% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 8,907 | 487 | 0.0% | 0.0% | 181 | -350 | -3.78% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,883 | 486 | 0.0% | 0.0% | 182 | -1,862 | -17.33% | Q1 2026 | May 08, 2026 |
| Polymer Capital Management (US) LLC | History | New | 8,665 | 474 | 0.05% | — | 183 | +8,665 | New | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,484 | 464 | 0.0% | 0.0% | 184 | +1,546 | 22.28% | Q1 2026 | Apr 22, 2026 |
| Amundi | History | Added to | 8,377 | 458 | 0.0% | 0.0% | 185 | +1,687 | 25.22% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 8,043 | 440 | 0.0% | 0.0% | 186 | -604 | -6.99% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,935 | 434 | 0.01% | 0.01% | 187 | -53 | -0.66% | Q1 2026 | Apr 24, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 7,880 | 431 | 0.02% | — | 188 | +7,880 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,852 | 429 | 0.0% | 0.0% | 189 | +1,921 | 32.39% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,826 | 428 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 8,334 | 420 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 7,297 | 399 | 0.0% | — | 192 | +7,297 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 7,192 | 393 | 0.0% | 0.0% | 193 | -1,801 | -20.03% | Q1 2026 | Apr 24, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 7,060 | 386 | 0.0% | 0.0% | 194 | -399 | -5.35% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,788 | 371 | 0.0% | 0.0% | 195 | -227 | -3.24% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,728 | 368 | 0.0% | 0.0% | 196 | -847 | -11.18% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Reduced | 6,691 | 366 | 0.0% | 0.0% | 197 | -1,980 | -22.83% | Q1 2026 | May 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,703 | 366 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 6,344 | 347 | 0.03% | — | 199 | +6,344 | New | Q1 2026 | May 12, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 6,682 | 337 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,618 | 334 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 6,022 | 329 | 0.0% | 0.0% | 202 | +915 | 17.92% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 5,884 | 322 | 0.0% | 0.0% | 203 | +232 | 4.1% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,833 | 319 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 5,802 | 317 | 0.02% | 0.02% | 205 | +210 | 3.76% | Q1 2026 | Apr 30, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 5,543 | 303 | 0.0% | 0.0% | 206 | -1,842 | -24.94% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,514 | 301 | 0.0% | 0.03% | 208 | -34,583 | -86.25% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,502 | 301 | 0.0% | 0.0% | 207 | -685 | -11.07% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,484 | 300 | 0.0% | 0.0% | 209 | -1,697 | -23.63% | Q1 2026 | May 04, 2026 |
| GAMMA Investing LLC | History | Added to | 5,318 | 291 | 0.01% | 0.0% | 210 | +3,577 | 205.46% | Q1 2026 | Apr 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,248 | 287 | 0.0% | 0.0% | 211 | +7 | 0.13% | Q1 2026 | May 07, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 4,849 | 263 | 0.02% | 0.02% | 212 | -3,770 | -43.74% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 4,739 | 259 | 0.01% | 0.01% | 213 | +31 | 0.66% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | New | 4,693 | 256 | 0.01% | — | 215 | +4,693 | New | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,686 | 256 | 0.0% | 0.0% | 214 | -30 | -0.64% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Added to | 4,672 | 255 | 0.05% | 0.05% | 216 | +367 | 8.52% | Q1 2026 | Apr 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 4,657 | 254 | 0.03% | 0.03% | 217 | -836 | -15.22% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 4,600 | 251 | 0.0% | — | 219 | +4,600 | New | Q1 2026 | May 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 4,578 | 251 | 0.02% | 0.02% | 218 | -972 | -17.51% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 4,517 | 247 | 0.0% | — | 221 | +4,517 | New | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,529 | 247 | 0.0% | 0.0% | 220 | -113 | -2.43% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,413 | 241 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| XPONANCE LLC | History | New | 4,341 | 237 | 0.0% | — | 223 | +4,341 | New | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | New | 4,261 | 233 | 0.0% | — | 224 | +4,261 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,179 | 228 | 0.01% | 0.0% | 225 | +472 | 12.73% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 4,084 | 223 | 0.0% | — | 226 | +4,084 | New | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Added to | 4,044 | 221 | 0.0% | 0.0% | 227 | +10 | 0.25% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Solutions LLC | History | New | 3,980 | 217 | 0.09% | — | 228 | +3,980 | New | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,962 | 215 | 0.01% | 0.01% | 229 | +138 | 3.61% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,866 | 211 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,690 | 202 | 0.02% | — | 231 | +3,690 | New | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | New | 3,578 | 195 | 0.02% | — | 232 | +3,578 | New | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,761 | 151 | 0.0% | 0.0% | 233 | +861 | 45.32% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | New | 2,608 | 142 | 0.01% | — | 234 | +2,608 | New | Q1 2026 | Apr 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,541 | 139 | 0.03% | — | 235 | +2,541 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 2,148 | 117 | 0.0% | — | 236 | +2,148 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,075 | 113 | 0.0% | 0.0% | 237 | +658 | 46.44% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 2,151 | 104 | 0.03% | — | 238 | +2,151 | New | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 1,704 | 93 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,682 | 92 | 0.0% | 0.0% | 240 | -285 | -14.49% | Q1 2026 | May 15, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 1,523 | 83 | 0.02% | 0.02% | 241 | -1,238 | -44.84% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,369 | 74 | 0.0% | 0.0% | 242 | -45 | -3.18% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,226 | 67 | 0.0% | 0.0% | 243 | +131 | 11.96% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | New | 1,196 | 65 | 0.0% | — | 245 | +1,196 | New | Q1 2026 | Apr 28, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,192 | 65 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | Reduced | 1,176 | 64 | 0.02% | 0.02% | 246 | -81 | -6.44% | Q1 2026 | May 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,116 | 61 | 0.01% | 0.01% | 247 | +45 | 4.2% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 1,085 | 59 | 0.0% | 0.0% | 248 | +166 | 18.06% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | No change | 992 | 54 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 906 | 49 | 0.0% | 0.0% | 250 | -103 | -10.21% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 908 | 49 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 841 | 46 | 0.0% | 0.0% | 252 | -153 | -15.39% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 828 | 45 | 0.0% | 0.0% | 254 | -1,700 | -67.25% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 825 | 45 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 798 | 43 | 0.0% | 0.0% | 255 | +278 | 53.46% | Q1 2026 | Apr 07, 2026 |
| Bayforest Capital Ltd | History | New | 770 | 42 | 0.05% | — | 257 | +770 | New | Q1 2026 | Apr 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 766 | 42 | 0.0% | 0.0% | 256 | +162 | 26.82% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | Added to | 682 | 37 | 0.01% | 0.0% | 258 | +366 | 115.82% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 716 | 36 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 646 | 35 | 0.0% | 0.0% | 260 | -234 | -26.59% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 643 | 35 | 0.0% | 0.0% | 261 | +17 | 2.72% | Q1 2026 | Apr 07, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 611 | 33 | 0.0% | 0.0% | 262 | +2 | 0.33% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 543 | 29 | 0.0% | 0.0% | 263 | -4 | -0.73% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 500 | 27 | 0.0% | 0.0% | 264 | -5 | -0.99% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 477 | 26 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 460 | 25 | 0.0% | — | 266 | +460 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 424 | 23 | 0.0% | 0.0% | 268 | +17 | 4.18% | Q1 2026 | May 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 425 | 23 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ares Financial Consulting, LLC | History | New | 406 | 22 | 0.02% | — | 270 | +406 | New | Q1 2026 | Apr 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 418 | 22 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Community Bank, N.A. | History | New | 400 | 21 | 0.0% | — | 273 | +400 | New | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 398 | 21 | 0.0% | 0.0% | 272 | +23 | 6.13% | Q1 2026 | May 07, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 20,000 | 21 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | No change | 350 | 19 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 339 | 18 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 293 | 16 | 0.0% | — | 277 | +293 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 300 | 16 | 0.0% | 0.0% | 276 | +3 | 1.01% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | New | 259 | 14 | 0.0% | — | 280 | +259 | New | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 257 | 14 | 0.0% | 0.0% | 278 | -6 | -2.28% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 272 | 14 | 0.0% | 0.0% | 279 | +4 | 1.49% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 240 | 13 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pacific Center for Financial Services | History | No change | 239 | 13 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 253 | 13 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 250 | 13 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 224 | 12 | 0.0% | 0.0% | 285 | +1 | 0.45% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | No change | 207 | 11 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 201 | 11 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 194 | 10 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 189 | 10 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 174 | 9 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bank & Trust Co | History | No change | 156 | 8 | 0.01% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 145 | 7 | 0.0% | — | 294 | +145 | New | Q1 2026 | Apr 30, 2026 |
| Covestor Ltd | History | Reduced | 136 | 7 | 0.0% | 0.0% | 293 | -36 | -20.93% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 138 | 7 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD Capital Management LLC | History | Added to | 118 | 6 | 0.0% | 0.0% | 295 | +43 | 57.33% | Q1 2026 | May 11, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 5 | 0.0% | 0.0% | 297 | -200 | -66.67% | Q1 2026 | May 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 94 | 5 | 0.0% | 0.0% | 300 | +48 | 104.35% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 105 | 5 | 0.0% | 0.0% | 296 | +29 | 38.16% | Q1 2026 | May 07, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 104 | 5 | 0.0% | 0.0% | 301 | -18 | -14.75% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 100 | 5 | 0.0% | 0.0% | 298 | -4 | -3.85% | Q1 2026 | May 15, 2026 |