Carlyle Group Inc. - CG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 26,368,246 | 1,558,627 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 31,024,445 | 1,501,272 | 0.03% | 0.03% | 2 | +327,986 | 1.07% | Q1 2026 | May 13, 2026 |
| Capital World Investors | History | Reduced | 17,827,216 | 862,658 | 0.12% | 0.16% | 3 | -2,143,663 | -10.73% | Q1 2026 | May 13, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 16,583,907 | 802,495 | 1.07% | 1.14% | 4 | +1,385,638 | 9.12% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 11,819,550 | 571,948 | 0.03% | — | 5 | +11,819,550 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 11,393,671 | 551,339 | 0.01% | — | 6 | +11,393,671 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 10,172,445 | 492,244 | 0.03% | 0.04% | 7 | -17,503 | -0.17% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 9,680,870 | 468,457 | 0.02% | 0.02% | 8 | +135,751 | 1.42% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 8,253,055 | 399,365 | 0.17% | 0.23% | 9 | -993,276 | -10.74% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 7,649,009 | 372,939 | 0.13% | 0.15% | 10 | -86,289 | -1.12% | Q1 2026 | May 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,301,109 | 304,910 | 1.01% | 1.18% | 11 | -830,793 | -11.65% | Q1 2026 | May 08, 2026 |
| NORGES BANK | History | No change | 4,876,621 | 288,257 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 5,941,316 | 287,500 | 0.48% | 0.56% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,149,123 | 248,599 | 0.02% | 0.02% | 14 | +149,243 | 2.98% | Q1 2026 | May 15, 2026 |
| ARIEL INVESTMENTS, LLC | History | Added to | 3,981,757 | 192,677 | 2.16% | 2.52% | 15 | +31,424 | 0.8% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 3,704,590 | 179,265 | 0.01% | 0.01% | 16 | +1,337,912 | 56.53% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 3,502,332 | 169,477 | 0.04% | 0.04% | 17 | +241,955 | 7.42% | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,045,978 | 147,336 | 0.03% | 0.04% | 18 | -130,391 | -4.11% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 2,942,388 | 142,382 | 0.02% | 0.02% | 19 | +405,850 | 16.0% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,721,593 | 131,697 | 0.03% | 0.03% | 20 | +216,144 | 8.63% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,499,796 | 120,965 | 0.02% | 0.02% | 21 | +16,793 | 0.68% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,174,369 | 105,217 | 0.01% | 0.01% | 22 | +934,309 | 75.34% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,047,650 | 99,085 | 0.02% | 0.02% | 23 | +23,065 | 1.14% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,737,666 | 84,085 | 0.01% | 0.01% | 24 | +629,305 | 56.78% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,606,839 | 77,754 | 0.02% | — | 25 | +1,606,839 | New | Q1 2026 | May 08, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 1,518,992 | 73,504 | 0.5% | 0.88% | 26 | -916,145 | -37.62% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,516,611 | 73,388 | 0.02% | 0.02% | 27 | +136,384 | 9.88% | Q1 2026 | May 13, 2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | History | New | 1,516,016 | 73,360 | 2.44% | — | 28 | +1,516,016 | New | Q1 2026 | May 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,338,807 | 64,784 | 0.0% | 0.01% | 29 | -151,757 | -10.18% | Q1 2026 | May 15, 2026 |
| MARKEL GROUP INC. | History | No change | 1,327,000 | 64,213 | 0.54% | 0.63% | 30 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 1,295,034 | 62,563 | 4.53% | 4.0% | 31 | +441,780 | 51.78% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,143,806 | 55,348 | 0.01% | 0.01% | 32 | +191,117 | 20.06% | Q1 2026 | May 12, 2026 |
| Davis Asset Management, L.P. | History | Added to | 1,131,000 | 54,729 | 1.58% | 2.12% | 33 | +131,000 | 13.1% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,176,413 | 54,609 | 0.0% | 0.0% | 34 | +197,210 | 20.14% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,127,984 | 54,583 | 0.01% | 0.01% | 35 | +60,929 | 5.71% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 959,516 | 46,430 | 0.01% | 0.01% | 36 | +286,869 | 42.65% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 936,458 | 45,192 | 0.05% | 0.06% | 37 | +2,926 | 0.31% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 883,679 | 42,761 | 0.01% | 0.0% | 38 | +474,667 | 116.05% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 809,274 | 39,160 | 0.01% | 0.02% | 39 | -120,499 | -12.96% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 800,827 | 38,752 | 0.01% | 0.01% | 40 | +206,710 | 34.79% | Q1 2026 | May 06, 2026 |
| Valiant Capital Management, L.P. | History | New | 800,000 | 38,712 | 2.22% | — | 41 | +800,000 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 718,651 | 34,775 | 0.03% | 0.03% | 42 | +15,773 | 2.24% | Q1 2026 | May 12, 2026 |
| Freestone Grove Partners LP | History | Added to | 693,262 | 33,546 | 0.24% | 0.19% | 43 | +249,120 | 56.09% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 691,425 | 33,458 | 0.96% | 1.14% | 44 | +27,484 | 4.14% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 677,750 | 32,796 | 0.01% | 0.01% | 45 | -438,477 | -39.28% | Q1 2026 | May 12, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Reduced | 663,226 | 32,093 | 1.97% | 2.44% | 46 | -60,813 | -8.4% | Q1 2026 | Apr 10, 2026 |
| Amundi | History | Reduced | 656,220 | 31,754 | 0.01% | 0.01% | 47 | -162,315 | -19.83% | Q1 2026 | May 15, 2026 |
| Prana Capital Management, LP | History | New | 650,586 | 31,481 | 0.96% | — | 48 | +650,586 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 583,800 | 28,250 | 0.0% | 0.01% | 49 | -127,675 | -17.95% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 579,076 | 28,021 | 0.01% | 0.02% | 50 | +21,027 | 3.77% | Q1 2026 | May 04, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | Added to | 542,251 | 26,239 | 3.18% | 3.19% | 51 | +108,399 | 24.99% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 527,290 | 25,515 | 0.48% | 0.52% | 52 | +66,045 | 14.32% | Q1 2026 | Apr 24, 2026 |
| CastleKnight Management LP | History | Added to | 502,976 | 24,339 | 0.41% | 0.35% | 53 | +237,600 | 89.53% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 485,958 | 23,515 | 0.04% | 0.05% | 54 | +5,393 | 1.12% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 483,692 | 23,405 | 0.02% | 0.02% | 55 | -23,848 | -4.7% | Q1 2026 | Apr 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 483,102 | 23,377 | 0.02% | 0.02% | 56 | -24,472 | -4.82% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 480,930 | 23,272 | 0.07% | 0.0% | 57 | +460,796 | 2288.65% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 474,701 | 22,970 | 0.02% | — | 58 | +474,701 | New | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 471,242 | 22,803 | 0.01% | 0.01% | 59 | +11,872 | 2.58% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 465,444 | 22,522 | 0.05% | 0.06% | 60 | -5,591 | -1.19% | Q1 2026 | May 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 464,176 | 22,461 | 0.01% | 0.02% | 61 | +563 | 0.12% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 375,142 | 22,174 | 0.01% | 0.01% | 62 | -68,159 | -15.38% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 428,255 | 20,723 | 0.09% | 0.09% | 63 | -63,435 | -12.9% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 399,461 | 19,329 | 0.01% | 0.01% | 64 | -190,298 | -32.27% | Q1 2026 | May 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 389,925 | 18,869 | 0.01% | 0.02% | 65 | -1,973 | -0.5% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 381,643 | 18,467 | 0.0% | 0.0% | 66 | -8,797 | -2.25% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 377,242 | 18,311 | 0.03% | 0.04% | 67 | +16,695 | 4.63% | Q1 2026 | May 14, 2026 |
| Woodline Partners LP | History | New | 351,606 | 17,014 | 0.06% | — | 68 | +351,606 | New | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 332,306 | 16,080 | 0.17% | 0.31% | 69 | -166,685 | -33.4% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 331,000 | 16,017 | 0.03% | 0.03% | 70 | +7,100 | 2.19% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 324,821 | 15,718 | 0.02% | 0.03% | 71 | -625 | -0.19% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 319,119 | 15,442 | 0.02% | 0.02% | 72 | -11,675 | -3.53% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 318,127 | 15,394 | 0.05% | 0.06% | 73 | +6,691 | 2.15% | Q1 2026 | Apr 24, 2026 |
| Holocene Advisors, LP | History | New | 317,967 | 15,386 | 0.04% | — | 74 | +317,967 | New | Q1 2026 | May 15, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 303,683 | 14,695 | 1.94% | 2.26% | 75 | -1,404 | -0.46% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 295,332 | 14,291 | 0.0% | 0.01% | 76 | -111,403 | -27.39% | Q1 2026 | May 14, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 287,415 | 13,908 | 0.44% | 1.01% | 77 | -315,478 | -52.33% | Q1 2026 | May 21, 2026 |
| Cerity Partners LLC | History | Added to | 285,201 | 13,800 | 0.02% | 0.01% | 78 | +198,279 | 228.11% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 281,176 | 13,606 | 0.01% | 0.01% | 79 | +112,578 | 66.77% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 275,091 | 13,313 | 0.33% | 0.5% | 80 | -33,636 | -10.9% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 259,216 | 12,543 | 0.0% | 0.0% | 81 | +37,788 | 17.07% | Q1 2026 | May 13, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 258,736 | 12,520 | 1.8% | 2.24% | 82 | +6,423 | 2.55% | Q1 2026 | Apr 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 250,022 | 12,098 | 0.01% | 0.0% | 83 | +153,957 | 160.26% | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 244,985 | 11,854 | 0.13% | — | 84 | +244,985 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 243,940 | 11,804 | 0.01% | 0.01% | 85 | +119,700 | 96.35% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 256,250 | 11,703 | 0.01% | 0.0% | 86 | +246,857 | 2628.1% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 239,753 | 11,601 | 0.01% | 0.01% | 87 | +19,621 | 8.91% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 239,545 | 11,591 | 0.02% | 0.02% | 88 | +27,121 | 12.77% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 239,215 | 11,576 | 0.23% | 0.31% | 89 | -22,825 | -8.71% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 236,549 | 11,447 | 0.0% | 0.0% | 90 | +24,435 | 11.52% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | Reduced | 236,261 | 11,432 | 0.04% | 0.05% | 91 | -6,552 | -2.7% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 223,719 | 10,825 | 0.87% | 0.94% | 92 | +19,096 | 9.33% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 215,300 | 10,418 | 0.01% | 0.0% | 93 | +181,200 | 531.38% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 199,681 | 10,401 | 0.03% | 0.0% | 94 | +182,704 | 1076.19% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 212,167 | 10,251 | 0.01% | 0.0% | 95 | +103,552 | 95.34% | Q1 2026 | Apr 30, 2026 |
| MetLife Investment Management, LLC | History | Added to | 208,822 | 10,104 | 0.05% | 0.06% | 96 | +11,110 | 5.62% | Q1 2026 | May 14, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 205,869 | 9,962 | 0.02% | 0.03% | 97 | -4,995 | -2.37% | Q1 2026 | May 01, 2026 |
| FORSTA AP-FONDEN | History | No change | 164,100 | 9,699 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gator Capital Management, LLC | History | Added to | 191,195 | 9,251 | 1.89% | 1.97% | 99 | +27,060 | 16.49% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 191,081 | 9,246 | 0.11% | 0.16% | 100 | -2,377 | -1.23% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 182,418 | 8,827 | 0.02% | 0.02% | 101 | +65,544 | 56.08% | Q1 2026 | May 01, 2026 |
| Aberdeen Group plc | History | Added to | 180,914 | 8,754 | 0.01% | 0.02% | 102 | +5,206 | 2.96% | Q1 2026 | Apr 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 176,712 | 8,551 | 0.06% | — | 103 | +176,712 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 165,350 | 8,001 | 0.0% | 0.0% | 104 | -7,476 | -4.33% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 163,766 | 7,924 | 0.01% | 0.01% | 105 | +865 | 0.53% | Q1 2026 | May 12, 2026 |
| Capital International, Inc./CA/ | History | Added to | 160,648 | 7,773 | 0.06% | 0.06% | 106 | +35,228 | 28.09% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 160,477 | 7,765 | 0.01% | 0.02% | 107 | -4,237 | -2.57% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 160,000 | 7,742 | 0.26% | — | 108 | +160,000 | New | Q1 2026 | Apr 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 158,087 | 7,649 | 0.01% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BAMCO INC /NY/ | History | No change | 157,000 | 7,597 | 0.02% | 0.03% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 156,270 | 7,574 | 0.01% | 0.01% | 111 | -53,322 | -25.44% | Q1 2026 | May 14, 2026 |
| Cinctive Capital Management LP | History | New | 155,284 | 7,514 | 0.49% | — | 112 | +155,284 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 148,212 | 7,172 | 0.01% | 0.02% | 113 | -2,875 | -1.9% | Q1 2026 | May 01, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | Reduced | 145,118 | 7,022 | 1.36% | 1.59% | 114 | -1,080 | -0.74% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 144,895 | 7,011 | 0.01% | 0.01% | 115 | -3,800 | -2.56% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 142,145 | 6,878 | 0.01% | 0.01% | 116 | +3,966 | 2.87% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 137,611 | 6,658 | 0.0% | 0.0% | 117 | +125,562 | 1042.09% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 136,700 | 6,614 | 0.01% | — | 118 | +136,700 | New | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | No change | 131,309 | 6,354 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 129,768 | 6,279 | 0.02% | — | 120 | +129,768 | New | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 127,644 | 6,176 | 0.0% | — | 121 | +127,644 | New | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 127,300 | 6,160 | 0.01% | 0.01% | 122 | +55,700 | 77.79% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 122,585 | 5,931 | 0.01% | 0.02% | 123 | +4,321 | 3.65% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 118,099 | 5,916 | 0.0% | 0.0% | 124 | +19,013 | 19.19% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 122,231 | 5,914 | 0.0% | 0.0% | 125 | +10,594 | 9.49% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 124,736 | 5,912 | 0.29% | 0.36% | 126 | +9,644 | 8.38% | Q1 2026 | Apr 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 121,572 | 5,882 | 0.0% | 0.0% | 127 | -25,385 | -17.27% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 121,118 | 5,860 | 0.02% | 0.01% | 128 | +83,168 | 219.15% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 120,809 | 5,845 | 0.01% | 0.0% | 129 | +109,580 | 975.87% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Added to | 116,839 | 5,654 | 0.04% | 0.05% | 130 | +1,186 | 1.03% | Q1 2026 | May 08, 2026 |
| APG Asset Management N.V. | History | Reduced | 133,292 | 5,597 | 0.02% | 0.02% | 131 | -1,945 | -1.44% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 114,607 | 5,545 | 0.01% | 0.01% | 132 | -66,583 | -36.75% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 114,292 | 5,530 | 0.01% | 0.01% | 133 | +130 | 0.11% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 112,243 | 5,431 | 0.05% | 0.05% | 134 | +795 | 0.71% | Q1 2026 | Apr 29, 2026 |
| Texas Yale Capital Corp. | History | Added to | 112,232 | 5,430 | 0.15% | 0.18% | 135 | +10,523 | 10.35% | Q1 2026 | May 04, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 111,962 | 5,418 | 0.02% | 0.02% | 136 | +2,382 | 2.17% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 107,758 | 5,214 | 0.02% | — | 137 | +107,758 | New | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 106,689 | 5,164 | 0.01% | 0.0% | 138 | +89,689 | 527.58% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 85,861 | 5,075 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tredje AP-fonden | History | Added to | 103,696 | 5,017 | 0.03% | 0.02% | 140 | +64,388 | 163.8% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 102,073 | 4,939 | 0.09% | — | 141 | +102,073 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 101,869 | 4,929 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 101,542 | 4,913 | 0.06% | 0.07% | 143 | +12,148 | 13.59% | Q1 2026 | Apr 28, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 99,723 | 4,825 | 0.35% | 0.44% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 99,445 | 4,812 | 0.05% | 0.07% | 145 | -8,551 | -7.92% | Q1 2026 | May 07, 2026 |
| PEAK6 LLC | History | Reduced | 99,051 | 4,793 | 0.01% | 0.02% | 146 | -89,224 | -47.39% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | New | 96,565 | 4,672 | 0.22% | — | 147 | +96,565 | New | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 94,107 | 4,549 | 0.0% | 0.01% | 148 | +807 | 0.86% | Q1 2026 | Apr 22, 2026 |
| TWINBEECH CAPITAL LP | History | New | 93,488 | 4,523 | 0.47% | — | 149 | +93,488 | New | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 93,433 | 4,521 | 0.0% | 0.01% | 150 | -22,667 | -19.52% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 92,509 | 4,476 | 0.01% | 0.01% | 151 | -2,126 | -2.25% | Q1 2026 | May 12, 2026 |
| WINTON GROUP Ltd | History | New | 92,262 | 4,464 | 0.16% | — | 152 | +92,262 | New | Q1 2026 | May 12, 2026 |
| AVIVA PLC | History | Added to | 91,697 | 4,437 | 0.01% | 0.01% | 153 | +1,277 | 1.41% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 90,301 | 4,369 | 0.01% | 0.01% | 154 | +3,046 | 3.49% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 89,168 | 4,315 | 0.01% | 0.01% | 155 | -8,418 | -8.63% | Q1 2026 | Apr 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 87,525 | 4,235 | 0.01% | 0.01% | 156 | -38,815 | -30.72% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 83,522 | 4,042 | 0.01% | 0.01% | 157 | +9,641 | 13.05% | Q1 2026 | Apr 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 83,153 | 4,023 | 0.08% | — | 158 | +83,153 | New | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 77,032 | 3,950 | 0.09% | 0.12% | 159 | -49 | -0.06% | Q1 2026 | May 04, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 81,302 | 3,934 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kerusso Capital Management LLC | History | Reduced | 80,756 | 3,907 | 1.96% | 2.36% | 161 | -5,712 | -6.61% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 80,400 | 3,890 | 0.02% | 0.02% | 162 | +3,600 | 4.69% | Q1 2026 | Apr 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 80,080 | 3,875 | 0.03% | 0.04% | 163 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 79,794 | 3,861 | 0.01% | 0.01% | 164 | +945 | 1.2% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 78,647 | 3,805 | 0.0% | 0.0% | 165 | +13,690 | 21.08% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 78,619 | 3,804 | 0.04% | 0.06% | 166 | -3,750 | -4.55% | Q1 2026 | Apr 24, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 77,544 | 3,752 | 0.56% | 0.73% | 167 | -6,826 | -8.09% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 76,122 | 3,683 | 0.01% | 0.01% | 168 | -2,594 | -3.3% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 76,027 | 3,679 | 0.01% | 0.01% | 169 | -3,729 | -4.68% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 75,200 | 3,638 | 0.06% | 0.07% | 170 | +3,400 | 4.74% | Q1 2026 | Apr 20, 2026 |
| one8zero8, LLC | History | Added to | 74,130 | 3,587 | 0.8% | 0.95% | 171 | +300 | 0.41% | Q1 2026 | May 07, 2026 |
| Polar Asset Management Partners Inc. | History | New | 74,007 | 3,581 | 0.07% | — | 172 | +74,007 | New | Q1 2026 | May 15, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Added to | 73,236 | 3,543 | 0.02% | 0.03% | 173 | +20,950 | 40.07% | Q1 2026 | Apr 27, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 71,959 | 3,482 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SG Americas Securities, LLC | History | Reduced | 71,511 | 3,460 | 0.0% | 0.01% | 175 | -2,662 | -3.59% | Q1 2026 | Apr 16, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 68,529 | 3,316 | 0.0% | 0.01% | 176 | -96,924 | -58.58% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 66,765 | 3,230 | 0.0% | 0.01% | 177 | -19,278 | -22.41% | Q1 2026 | May 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 66,700 | 3,228 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 66,499 | 3,199 | 0.02% | 0.02% | 179 | -1,434 | -2.11% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 65,018 | 3,146 | 0.02% | 0.02% | 180 | +82 | 0.13% | Q1 2026 | May 01, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 64,679 | 3,129 | 0.38% | 0.49% | 181 | -186 | -0.29% | Q1 2026 | Apr 16, 2026 |
| Arizona State Retirement System | History | Reduced | 63,885 | 3,091 | 0.02% | 0.03% | 182 | -18,925 | -22.85% | Q1 2026 | May 01, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 62,400 | 3,019 | 0.02% | 0.02% | 183 | +1,100 | 1.79% | Q1 2026 | May 04, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 62,399 | 3,019 | 0.68% | 0.73% | 184 | +299 | 0.48% | Q1 2026 | Apr 13, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 62,005 | 3,000 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 58,134 | 2,813 | 0.04% | 0.04% | 186 | +75 | 0.13% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 58,866 | 2,786 | 0.01% | 0.01% | 187 | +44,800 | 318.5% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 56,056 | 2,712 | 0.0% | 0.0% | 188 | +832 | 1.51% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 55,554 | 2,688 | 0.0% | 0.0% | 189 | +21,482 | 63.05% | Q1 2026 | May 14, 2026 |
| Buckland Partners Management Co LLC | History | No change | 54,400 | 2,632 | 1.6% | 1.78% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 53,800 | 2,603 | 0.08% | 0.09% | 191 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 53,252 | 2,576 | 0.03% | 0.04% | 192 | +1,666 | 3.23% | Q1 2026 | Apr 29, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 53,163 | 2,572 | 0.18% | 0.24% | 193 | -2,048 | -3.71% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 52,780 | 2,554 | 0.0% | 0.01% | 194 | -165,064 | -75.77% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 51,351 | 2,485 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SEB Asset Management AB | History | New | 50,434 | 2,440 | 0.01% | — | 196 | +50,434 | New | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 50,266 | 2,432 | 0.0% | 0.0% | 197 | -8,406 | -14.33% | Q1 2026 | May 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 49,995 | 2,419 | 0.03% | 0.02% | 198 | +16,184 | 47.87% | Q1 2026 | Apr 16, 2026 |
| GFG Capital, LLC | History | Added to | 49,811 | 2,410 | 0.77% | 1.04% | 199 | +507 | 1.03% | Q1 2026 | Apr 21, 2026 |
| IFM Investors Pty Ltd | History | Added to | 49,608 | 2,400 | 0.02% | 0.02% | 200 | +5,463 | 12.38% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 51,034 | 2,398 | 0.0% | 0.0% | 201 | -13,956 | -21.47% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 48,132 | 2,329 | 0.02% | — | 202 | +48,132 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 47,805 | 2,313 | 0.07% | 0.09% | 203 | +248 | 0.52% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | New | 46,600 | 2,254 | 0.01% | — | 204 | +46,600 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 45,015 | 2,178 | 0.02% | 0.02% | 205 | +7,393 | 19.65% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 43,467 | 2,103 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 43,004 | 2,080 | 0.0% | 0.0% | 207 | -13,322 | -23.65% | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 42,023 | 2,068 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Utah Retirement Systems | History | Reduced | 42,453 | 2,054 | 0.02% | 0.02% | 209 | -706 | -1.64% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 42,050 | 2,035 | 0.0% | 0.0% | 210 | -12,984 | -23.59% | Q1 2026 | May 15, 2026 |
| Lalia Capital, LLC | History | New | 42,000 | 2,032 | 1.28% | — | 211 | +42,000 | New | Q1 2026 | May 11, 2026 |
| OP Asset Management Ltd | History | Added to | 41,951 | 2,030 | 0.02% | 0.02% | 212 | +16,213 | 62.99% | Q1 2026 | Apr 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 41,765 | 2,015 | 0.01% | 0.0% | 213 | +26,503 | 173.65% | Q1 2026 | May 08, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 40,000 | 1,935 | 0.5% | 0.83% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LBP AM SA | History | Reduced | 39,877 | 1,929 | 0.03% | 0.06% | 215 | -48,198 | -54.72% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 37,971 | 1,837 | 0.01% | 0.01% | 216 | +767 | 2.06% | Q1 2026 | May 05, 2026 |
| Korea Investment CORP | History | Reduced | 36,905 | 1,785 | 0.0% | 0.03% | 217 | -184,191 | -83.31% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 36,787 | 1,780 | 0.03% | 0.03% | 218 | +4,026 | 12.29% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 35,220 | 1,704 | 0.0% | 0.0% | 219 | -198 | -0.56% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 34,701 | 1,679 | 0.02% | 0.05% | 220 | -33,594 | -49.19% | Q1 2026 | May 05, 2026 |
| MEKETA INVESTMENT GROUP INC /ADV | History | No change | 28,398 | 1,678 | 5.67% | 5.67% | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 33,699 | 1,630 | 0.06% | — | 222 | +33,699 | New | Q1 2026 | May 14, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 32,406 | 1,568 | 0.01% | 0.01% | 223 | -9,187 | -22.09% | Q1 2026 | May 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 32,010 | 1,548 | 0.07% | 0.08% | 224 | -721 | -2.2% | Q1 2026 | May 11, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 31,766 | 1,537 | 0.13% | 0.16% | 225 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WESBANCO BANK INC | History | Reduced | 31,452 | 1,521 | 0.04% | 0.26% | 226 | -126,566 | -80.1% | Q1 2026 | Apr 21, 2026 |
| Sierra Capital LLC | History | Reduced | 31,365 | 1,518 | 0.17% | 0.22% | 227 | -4,500 | -12.55% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 30,668 | 1,484 | 0.01% | 0.01% | 228 | +493 | 1.63% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Reduced | 29,077 | 1,407 | 0.03% | 0.05% | 229 | -13,389 | -31.53% | Q1 2026 | Apr 16, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 28,700 | 1,388 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 28,033 | 1,356 | 0.01% | 0.01% | 231 | +2,317 | 9.01% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,636 | 1,333 | 0.0% | 0.0% | 232 | +6,537 | 29.58% | Q1 2026 | Apr 08, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 27,020 | 1,307 | 0.41% | 0.49% | 233 | +725 | 2.76% | Q1 2026 | Apr 14, 2026 |
| Swedbank AB | History | No change | 26,842 | 1,298 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,399 | 1,277 | 0.0% | 0.0% | 235 | -14,228 | -35.02% | Q1 2026 | Apr 27, 2026 |
| Avanza Fonder AB | History | No change | 26,357 | 1,275 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Waterfront Wealth Inc. | History | No change | 26,063 | 1,261 | 0.23% | 0.3% | 237 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 25,870 | 1,251 | 0.11% | 0.13% | 238 | -10,426 | -28.72% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 25,747 | 1,245 | 0.01% | 0.01% | 239 | +3,560 | 16.05% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | Added to | 25,694 | 1,243 | 0.01% | 0.01% | 240 | +8,650 | 50.75% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 25,647 | 1,241 | 0.01% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,480 | 1,233 | 0.0% | 0.0% | 242 | -3,626 | -12.46% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 25,378 | 1,228 | 0.0% | 0.0% | 243 | +6,557 | 34.84% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 25,129 | 1,215 | 0.02% | 0.02% | 244 | +3,892 | 18.33% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 24,952 | 1,207 | 0.13% | 0.16% | 245 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 24,931 | 1,206 | 0.0% | 0.0% | 246 | -778 | -3.03% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 24,915 | 1,205 | 0.01% | 0.01% | 247 | -15,091 | -37.72% | Q1 2026 | May 08, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 24,850 | 1,202 | 0.01% | 0.01% | 248 | +4,335 | 21.13% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,798 | 1,199 | 0.01% | 0.01% | 249 | +1,675 | 7.24% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 24,629 | 1,191 | 0.0% | 0.0% | 250 | -8,103 | -24.76% | Q1 2026 | May 04, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 24,622 | 1,191 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 24,433 | 1,182 | 0.01% | 0.02% | 252 | -494 | -1.98% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 24,202 | 1,171 | 0.0% | 0.0% | 253 | -3,393 | -12.3% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 24,147 | 1,168 | 0.01% | 0.02% | 254 | -73 | -0.3% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 23,379 | 1,131 | 0.02% | 0.02% | 255 | -731 | -3.03% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 23,290 | 1,127 | 0.0% | 0.0% | 256 | +6,658 | 40.03% | Q1 2026 | Jun 02, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Reduced | 22,643 | 1,095 | 1.24% | 1.47% | 257 | -200 | -0.88% | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 46,376 | 1,083 | 0.02% | 0.03% | 258 | -6,689 | -12.61% | Q1 2026 | Apr 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 22,318 | 1,079 | 0.01% | 0.01% | 259 | +686 | 3.17% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | Reduced | 21,852 | 1,057 | 0.04% | 0.05% | 260 | -1,966 | -8.25% | Q1 2026 | May 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 21,573 | 1,043 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 21,129 | 1,022 | 0.0% | 0.0% | 262 | +15,820 | 297.98% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 21,804 | 1,022 | 0.0% | 0.0% | 263 | +34 | 0.16% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,754 | 1,004 | 0.01% | 0.0% | 264 | +5,519 | 36.23% | Q1 2026 | Apr 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 20,694 | 1,001 | 0.03% | 0.04% | 265 | +203 | 0.99% | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 20,573 | 995 | 0.0% | 0.0% | 266 | +800 | 4.05% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 20,098 | 973 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Osmosis Investment Management UK Ltd | History | New | 19,812 | 958 | 0.03% | — | 268 | +19,812 | New | Q1 2026 | May 14, 2026 |
| Carson Advisory Inc. | History | Reduced | 19,226 | 930 | 0.48% | 0.61% | 269 | -600 | -3.03% | Q1 2026 | May 07, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 19,127 | 925 | 0.04% | 0.04% | 270 | +216 | 1.14% | Q1 2026 | May 01, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 19,092 | 923 | 0.0% | 0.0% | 271 | +2,350 | 14.04% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 19,067 | 922 | 0.0% | 0.0% | 272 | -6,626 | -25.79% | Q1 2026 | May 12, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 19,036 | 921 | 0.2% | 0.34% | 273 | -6,601 | -25.75% | Q1 2026 | Apr 21, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 911 | 911 | 2.77% | 2.27% | 274 | -17,975 | -95.18% | Q1 2026 | Apr 10, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 18,761 | 907 | 0.35% | 0.42% | 275 | +171 | 0.92% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,621 | 901 | 0.01% | 0.02% | 276 | +332 | 1.82% | Q1 2026 | May 18, 2026 |
| SIH Partners, LLLP | History | New | 18,600 | 900 | 0.01% | — | 277 | +18,600 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 18,300 | 885 | 0.0% | 0.0% | 278 | +2,087 | 12.87% | Q1 2026 | May 13, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 18,389 | 883 | 0.24% | 0.27% | 279 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Added to | 18,236 | 882 | 0.03% | 0.04% | 280 | +839 | 4.82% | Q1 2026 | May 13, 2026 |
| Gulf International Bank (UK) Ltd | History | Added to | 18,114 | 877 | 0.02% | 0.02% | 281 | +6,857 | 60.91% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 17,974 | 869 | 0.0% | 0.0% | 282 | -698 | -3.74% | Q1 2026 | May 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 17,707 | 856 | 0.08% | 0.1% | 283 | +259 | 1.48% | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,567 | 850 | 0.0% | 0.0% | 284 | -550 | -3.04% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 17,474 | 845 | 0.02% | 0.03% | 285 | -429 | -2.4% | Q1 2026 | Apr 15, 2026 |
| GM Advisory Group, LLC | History | Reduced | 17,231 | 833 | 0.03% | 0.04% | 286 | -1,067 | -5.83% | Q1 2026 | Apr 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 16,812 | 813 | 0.01% | 0.01% | 288 | +3,972 | 30.93% | Q1 2026 | Apr 27, 2026 |
| Investment Management Corp of Ontario | History | Added to | 16,815 | 813 | 0.01% | 0.01% | 287 | +900 | 5.66% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 16,672 | 806 | 0.0% | 0.0% | 289 | +776 | 4.88% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 16,506 | 798 | 0.0% | 0.01% | 290 | -865 | -4.98% | Q1 2026 | May 13, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 16,369 | 792 | 0.42% | 0.52% | 291 | +58 | 0.36% | Q1 2026 | May 07, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 15,720 | 760 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 15,503 | 750 | 0.01% | 0.01% | 293 | -620 | -3.85% | Q1 2026 | May 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 15,512 | 750 | 0.3% | 0.35% | 294 | +67 | 0.43% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 15,477 | 748 | 0.0% | 0.0% | 296 | +3,128 | 25.33% | Q1 2026 | May 14, 2026 |
| Guinness Asset Management LTD | History | Reduced | 15,464 | 748 | 0.01% | 0.02% | 295 | -167 | -1.07% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 15,301 | 740 | 0.01% | 0.01% | 297 | -676 | -4.23% | Q1 2026 | May 06, 2026 |
| CIBC Asset Management Inc | History | Added to | 15,269 | 738 | 0.0% | 0.0% | 298 | +609 | 4.15% | Q1 2026 | May 12, 2026 |
| National Pension Service | History | Added to | 15,248 | 737 | 0.0% | 0.0% | 299 | +1,500 | 10.91% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Added to | 15,199 | 735 | 0.0% | 0.01% | 300 | +3,237 | 27.06% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 14,920 | 721 | 0.05% | 0.05% | 301 | -211 | -1.39% | Q1 2026 | May 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,848 | 718 | 0.01% | 0.01% | 302 | +3,056 | 25.92% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,726 | 712 | 0.0% | 0.0% | 303 | -911 | -5.83% | Q1 2026 | Apr 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 14,260 | 690 | 0.0% | 0.0% | 304 | -5,462 | -27.69% | Q1 2026 | May 14, 2026 |
| Havemeyer Place LP | History | Added to | 14,236 | 688 | 0.08% | 0.05% | 305 | +9,591 | 206.48% | Q1 2026 | May 13, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 14,177 | 686 | 0.1% | 0.13% | 306 | -1 | -0.01% | Q1 2026 | Apr 30, 2026 |
| Portman Square Capital LLP | History | New | 14,000 | 677 | 0.03% | — | 307 | +14,000 | New | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,883 | 671 | 0.0% | 0.0% | 308 | +1,657 | 13.55% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 13,825 | 668 | 0.0% | 0.0% | 309 | +9,896 | 251.87% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,486 | 652 | 0.01% | 0.02% | 310 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 13,335 | 645 | 0.0% | 0.0% | 311 | +7,635 | 133.95% | Q1 2026 | May 15, 2026 |
| ASR Vermogensbeheer N.V. | History | Added to | 13,281 | 642 | 0.01% | 0.01% | 312 | +179 | 1.37% | Q1 2026 | Apr 30, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 13,002 | 629 | 0.09% | 0.1% | 313 | +1,319 | 11.29% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 12,732 | 616 | 0.01% | 0.02% | 314 | +259 | 2.08% | Q1 2026 | Apr 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,601 | 609 | 0.04% | 0.04% | 315 | +44 | 0.35% | Q1 2026 | May 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 13,062 | 606 | 0.0% | 0.0% | 316 | +972 | 8.04% | Q1 2026 | May 14, 2026 |
| Stiles Financial Services Inc | History | Added to | 12,439 | 601 | 0.18% | 0.23% | 317 | +51 | 0.41% | Q1 2026 | Apr 30, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 12,311 | 595 | 0.21% | 0.25% | 318 | -106 | -0.85% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 12,275 | 593 | 0.02% | 0.02% | 319 | -578 | -4.5% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 12,237 | 592 | 0.0% | 0.0% | 321 | -5,011 | -29.05% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 12,250 | 592 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 12,122 | 586 | 0.06% | 0.11% | 322 | -6,232 | -33.95% | Q1 2026 | May 13, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 11,883 | 575 | 0.26% | 0.19% | 323 | +4,758 | 66.78% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,815 | 571 | 0.0% | — | 324 | +11,815 | New | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Added to | 11,795 | 570 | 0.02% | 0.03% | 325 | +2,566 | 27.8% | Q1 2026 | Apr 29, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 11,640 | 563 | 0.06% | 0.06% | 326 | +975 | 9.14% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,579 | 560 | 0.0% | 0.0% | 327 | -466 | -3.87% | Q1 2026 | May 14, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 11,738 | 544 | 0.0% | 0.0% | 328 | +1,778 | 17.85% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 11,210 | 542 | 0.03% | 0.04% | 329 | +98 | 0.88% | Q1 2026 | Apr 23, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 11,143 | 539 | 0.0% | — | 331 | +11,143 | New | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 11,145 | 539 | 0.05% | 0.07% | 330 | -1,906 | -14.6% | Q1 2026 | Apr 09, 2026 |
| TOBAM | History | Added to | 11,116 | 538 | 0.14% | 0.08% | 332 | +5,610 | 101.89% | Q1 2026 | May 12, 2026 |
| McGowan Group Asset Management, Inc. | History | Reduced | 11,085 | 536 | 0.07% | 0.08% | 334 | -236 | -2.08% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,097 | 536 | 0.02% | 0.02% | 333 | -213 | -1.88% | Q1 2026 | Apr 23, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 11,000 | 532 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,879 | 526 | 0.02% | 0.02% | 336 | +1,425 | 15.07% | Q1 2026 | May 08, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 10,525 | 509 | 0.05% | 0.06% | 337 | +9 | 0.09% | Q1 2026 | Apr 21, 2026 |
| Siemens Fonds Invest GmbH | History | Added to | 10,429 | 504 | 0.03% | 0.03% | 338 | +252 | 2.48% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Added to | 10,408 | 503 | 0.0% | 0.0% | 339 | +2 | 0.02% | Q1 2026 | Apr 24, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 10,390 | 502 | 0.08% | 0.25% | 340 | -16,933 | -61.97% | Q1 2026 | May 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 10,341 | 500 | 0.03% | — | 341 | +10,341 | New | Q1 2026 | Apr 16, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 10,300 | 498 | 0.06% | 0.08% | 342 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,208 | 494 | 0.0% | 0.0% | 343 | +1,893 | 22.77% | Q1 2026 | May 13, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 10,035 | 485 | 0.1% | 0.1% | 344 | +222 | 2.26% | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 8,158 | 482 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 9,901 | 479 | 0.0% | — | 347 | +9,901 | New | Q1 2026 | May 15, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 9,915 | 479 | 0.19% | 0.23% | 346 | +424 | 4.47% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 9,575 | 463 | 0.05% | 0.03% | 348 | +6,153 | 179.81% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 9,370 | 453 | 0.0% | 0.0% | 349 | +2,565 | 37.69% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 9,350 | 452 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fiduciary Group, LLC | History | Added to | 9,164 | 443 | 0.04% | 0.04% | 351 | +164 | 1.82% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,485 | 442 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 9,062 | 438 | 0.02% | 0.03% | 353 | +48 | 0.53% | Q1 2026 | Apr 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 9,044 | 437 | 0.01% | 0.01% | 354 | +35 | 0.39% | Q1 2026 | May 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 8,859 | 428 | 0.05% | 0.06% | 355 | -319 | -3.48% | Q1 2026 | Apr 29, 2026 |
| Saudi Central Bank | History | New | 8,678 | 419 | 0.01% | — | 357 | +8,678 | New | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 8,676 | 419 | 0.01% | 0.01% | 356 | +1,116 | 14.76% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,618 | 417 | 0.0% | 0.0% | 358 | +5 | 0.06% | Q1 2026 | Apr 07, 2026 |
| E&G Advisors, LP | History | No change | 8,600 | 416 | 0.09% | 0.11% | 359 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 8,363 | 404 | 0.01% | 0.01% | 360 | +3,000 | 55.94% | Q1 2026 | May 07, 2026 |
| Legato Capital Management LLC | History | Reduced | 8,340 | 403 | 0.04% | 0.07% | 361 | -5,539 | -39.91% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 8,300 | 401 | 0.0% | 0.0% | 362 | -700 | -7.78% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,290 | 401 | 0.0% | 0.0% | 363 | +697 | 9.18% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,263 | 399 | 0.0% | 0.0% | 364 | +4,844 | 141.68% | Q1 2026 | May 15, 2026 |
| Segment Wealth Management, LLC | History | No change | 8,200 | 396 | 0.02% | 0.03% | 365 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Quantbot Technologies LP | History | New | 8,044 | 389 | 0.02% | — | 368 | +8,044 | New | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 8,046 | 389 | 0.01% | 0.0% | 366 | +2,987 | 59.04% | Q1 2026 | May 01, 2026 |
| EdgeRock Capital LLC | History | Added to | 8,045 | 389 | 0.11% | 0.12% | 367 | +481 | 6.36% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | Reduced | 7,576 | 379 | 0.01% | 0.03% | 369 | -4,495 | -37.24% | Q1 2026 | May 14, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 7,789 | 376 | 0.0% | 0.01% | 370 | +422 | 5.73% | Q1 2026 | May 12, 2026 |
| North Dakota State Investment Board | History | Reduced | 7,646 | 369 | 0.02% | 0.02% | 371 | -1,562 | -16.96% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 7,469 | 361 | 0.01% | 0.01% | 372 | +734 | 10.9% | Q1 2026 | Apr 17, 2026 |
| Glenview Trust Co | History | Added to | 7,141 | 345 | 0.01% | 0.01% | 373 | +32 | 0.45% | Q1 2026 | May 08, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,131 | 345 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Added to | 7,138 | 343 | 0.01% | 0.01% | 375 | +1,126 | 18.73% | Q1 2026 | Apr 09, 2026 |
| FJ Capital Management LLC | History | New | 7,055 | 341 | 0.04% | — | 376 | +7,055 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,017 | 339 | 0.0% | 0.0% | 377 | +3,178 | 82.78% | Q1 2026 | Apr 15, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 7,000 | 338 | 0.22% | 0.26% | 378 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,269 | 337 | 0.02% | 0.02% | 379 | +2 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Keebeck Wealth Management | History | Reduced | 6,955 | 336 | 0.04% | 0.05% | 380 | -102 | -1.45% | Q1 2026 | May 14, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 6,894 | 333 | 0.17% | 0.23% | 381 | -370 | -5.09% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Reduced | 6,752 | 326 | 0.0% | 0.01% | 382 | -31 | -0.46% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,705 | 324 | 0.01% | 0.01% | 383 | +1,505 | 28.94% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 6,595 | 319 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,538 | 316 | 0.01% | 0.01% | 385 | +645 | 10.95% | Q1 2026 | May 14, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 6,513 | 315 | 0.02% | 0.02% | 386 | +32 | 0.49% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,429 | 311 | 0.0% | 0.0% | 388 | +863 | 15.5% | Q1 2026 | Apr 24, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 6,430 | 311 | 0.07% | 0.08% | 387 | -38 | -0.59% | Q1 2026 | Apr 20, 2026 |
| PFG Investments, LLC | History | Reduced | 6,368 | 308 | 0.01% | 0.02% | 390 | -456 | -6.68% | Q1 2026 | Apr 27, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 6,365 | 308 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 6,388 | 302 | 0.02% | 0.02% | 392 | -1,673 | -20.75% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | Reduced | 6,255 | 302 | 0.0% | 0.0% | 391 | -10 | -0.16% | Q1 2026 | Apr 24, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 6,235 | 301 | 0.01% | 0.02% | 393 | -162 | -2.53% | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 6,129 | 296 | 0.01% | 0.01% | 394 | +86 | 1.42% | Q1 2026 | Apr 21, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 6,050 | 292 | 0.06% | 0.08% | 395 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 6,025 | 291 | 0.19% | 0.15% | 396 | +2,265 | 60.24% | Q1 2026 | Apr 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,012 | 290 | 0.0% | 0.0% | 397 | +156 | 2.66% | Q1 2026 | May 12, 2026 |
| Pictet North America Advisors SA | History | No change | 5,950 | 287 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,906 | 285 | 0.0% | 0.0% | 399 | -17,358 | -74.61% | Q1 2026 | May 04, 2026 |
| Prentice Wealth Management LLC | History | Added to | 5,870 | 284 | 0.06% | 0.08% | 400 | +46 | 0.79% | Q1 2026 | Apr 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,856 | 283 | 0.01% | 0.02% | 401 | -298 | -4.84% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,750 | 278 | 0.01% | 0.01% | 402 | -1,800 | -23.84% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 5,735 | 277 | 0.0% | 0.0% | 403 | -2,235 | -28.04% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,689 | 275 | 0.02% | 0.03% | 404 | +845 | 17.44% | Q1 2026 | Apr 16, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 5,617 | 271 | 0.01% | 0.12% | 405 | -41,817 | -88.16% | Q1 2026 | Apr 28, 2026 |
| Sagewood Asset Management LP | History | Reduced | 5,599 | 270 | 0.08% | 0.14% | 406 | -1,306 | -18.91% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | New | 5,576 | 269 | 0.0% | — | 407 | +5,576 | New | Q1 2026 | May 13, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 5,500 | 266 | 0.08% | 0.09% | 408 | -300 | -5.17% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,460 | 264 | 0.01% | — | 409 | +5,460 | New | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 5,399 | 261 | 0.0% | 0.0% | 410 | -1,450 | -21.17% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,409 | 261 | 0.01% | 0.01% | 411 | -64 | -1.17% | Q1 2026 | Apr 24, 2026 |
| SYM FINANCIAL Corp | History | Added to | 5,382 | 260 | 0.03% | 0.03% | 412 | +83 | 1.57% | Q1 2026 | May 08, 2026 |
| OSTRUM ASSET MANAGEMENT | History | Added to | 5,345 | 258 | 0.01% | 0.0% | 413 | +4,326 | 424.53% | Q1 2026 | May 14, 2026 |
| Whetstone Capital Advisors, LLC | History | Added to | 5,312 | 257 | 0.09% | 0.07% | 415 | +1,616 | 43.72% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 5,317 | 257 | 0.02% | 0.02% | 414 | -306 | -5.44% | Q1 2026 | May 13, 2026 |
| Alpine Global Management, LLC | History | New | 5,290 | 255 | 0.04% | — | 416 | +5,290 | New | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Added to | 5,266 | 254 | 0.02% | 0.03% | 417 | +351 | 7.14% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,129 | 248 | 0.01% | 0.01% | 418 | -10 | -0.19% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,215 | 247 | 0.0% | 0.0% | 420 | +629 | 13.72% | Q1 2026 | Apr 07, 2026 |
| KRS Capital Management, LLC | History | No change | 5,120 | 247 | 0.15% | 0.17% | 419 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Leonteq Securities AG | History | Added to | 5,013 | 242 | 0.01% | 0.0% | 422 | +2,797 | 126.22% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 5,008 | 242 | 0.02% | 0.02% | 421 | +8 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 5,000 | 241 | 0.0% | — | 424 | +5,000 | New | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | New | 4,700 | 241 | 0.01% | — | 425 | +4,700 | New | Q1 2026 | Apr 17, 2026 |
| M&T BANK CORP | History | Reduced | 5,001 | 241 | 0.0% | 0.0% | 423 | -384 | -7.13% | Q1 2026 | May 12, 2026 |
| EntryPoint Capital, LLC | History | New | 4,943 | 239 | 0.07% | — | 426 | +4,943 | New | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | Reduced | 4,815 | 232 | 0.09% | 0.1% | 427 | -118 | -2.39% | Q1 2026 | Apr 20, 2026 |
| Oasis Advisors, LLC | History | New | 4,758 | 230 | 0.05% | — | 429 | +4,758 | New | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 4,760 | 230 | 0.0% | 0.0% | 428 | -3,658 | -43.45% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 4,730 | 228 | 0.01% | 0.01% | 431 | +398 | 9.19% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 3,874 | 228 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,681 | 226 | 0.01% | 0.01% | 433 | +9 | 0.19% | Q1 2026 | Apr 08, 2026 |
| MACQUARIE GROUP LTD | History | No change | 4,686 | 226 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,609 | 223 | 0.0% | 0.0% | 434 | -2,505 | -35.21% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,581 | 221 | 0.01% | 0.01% | 435 | -2,885 | -38.64% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,618 | 220 | 0.0% | — | 438 | +4,618 | New | Q1 2026 | May 01, 2026 |
| Flatrock Wealth Partners LLC | History | Reduced | 4,548 | 220 | 0.1% | 0.13% | 437 | -24 | -0.52% | Q1 2026 | Apr 29, 2026 |
| Vestcor Inc | History | No change | 4,543 | 220 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 4,520 | 218 | 0.0% | 0.0% | 439 | -9,052 | -66.7% | Q1 2026 | May 05, 2026 |
| Herold Advisors, Inc. | History | No change | 4,500 | 217 | 0.05% | 0.06% | 440 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PMG Family Office LLC | History | Added to | 4,481 | 216 | 0.24% | 0.3% | 441 | +72 | 1.63% | Q1 2026 | Apr 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 4,431 | 214 | 0.03% | 0.04% | 442 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| COMMERCE BANK | History | Reduced | 4,411 | 213 | 0.0% | 0.0% | 444 | -750 | -14.53% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,406 | 213 | 0.07% | 0.09% | 443 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 4,415 | 213 | 0.13% | 0.18% | 445 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stamos Capital Partners, L.P. | History | New | 4,382 | 212 | 0.03% | — | 446 | +4,382 | New | Q1 2026 | May 13, 2026 |
| DMC Group, LLC | History | Reduced | 4,325 | 209 | 0.14% | 0.27% | 447 | -2,437 | -36.04% | Q1 2026 | Apr 30, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 4,316 | 208 | 0.0% | 0.0% | 448 | -233 | -5.12% | Q1 2026 | May 26, 2026 |
| Twin Tree Management, LP | History | Reduced | 4,284 | 207 | 0.0% | 0.04% | 449 | -78,316 | -94.81% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,283 | 207 | 0.0% | 0.0% | 450 | -1,155 | -21.24% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | Added to | 4,240 | 205 | 0.01% | 0.01% | 453 | +615 | 16.97% | Q1 2026 | May 15, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 4,250 | 205 | 0.0% | 0.01% | 451 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 4,253 | 205 | 0.13% | 0.16% | 452 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 4,161 | 201 | 0.0% | — | 455 | +4,161 | New | Q1 2026 | Apr 27, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 4,154 | 201 | 0.02% | 0.03% | 454 | -2,875 | -40.9% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,399 | 200 | 0.0% | 0.0% | 456 | -66 | -1.9% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 3,929 | 190 | 0.0% | 0.0% | 457 | -456 | -10.4% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,694 | 178 | 0.0% | 0.0% | 458 | -42 | -1.12% | Q1 2026 | May 12, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 3,590 | 173 | 0.04% | 0.09% | 459 | -920 | -20.4% | Q1 2026 | May 08, 2026 |
| HOERTKORN RICHARD CHARLES | History | Reduced | 3,500 | 169 | 0.14% | 0.45% | 460 | -16,100 | -82.14% | Q1 2026 | Apr 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,312 | 160 | 0.12% | 0.15% | 461 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Towne Trust Company, N.A | History | No change | 3,000 | 145 | 0.05% | 0.06% | 462 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Reduced | 2,956 | 143 | 0.0% | 0.01% | 463 | -414 | -12.28% | Q1 2026 | Apr 22, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 2,849 | 137 | 0.14% | 0.16% | 464 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 2,816 | 136 | 0.0% | 0.0% | 465 | +2,700 | 2327.59% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,598 | 125 | 0.0% | 0.0% | 466 | -845 | -24.54% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 2,490 | 120 | 0.0% | — | 467 | +2,490 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 1,940 | 114 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,290 | 110 | 0.01% | 0.01% | 469 | +500 | 27.93% | Q1 2026 | May 15, 2026 |
| Tower View Wealth Management LLC | History | Added to | 2,273 | 109 | 0.06% | 0.07% | 470 | +15 | 0.66% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,759 | 103 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,082 | 100 | 0.01% | 0.01% | 472 | -99 | -4.54% | Q1 2026 | May 11, 2026 |
| OSSIAM | History | Added to | 2,015 | 97 | 0.0% | 0.0% | 473 | +948 | 88.85% | Q1 2026 | May 14, 2026 |
| TEMA ETFS LLC | History | No change | 2,014 | 97 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 1,963 | 95 | 0.02% | 0.03% | 475 | -135 | -6.43% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,876 | 90 | 0.0% | 0.0% | 476 | +533 | 39.69% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,771 | 85 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,717 | 83 | 0.0% | 0.0% | 478 | -328 | -16.04% | Q1 2026 | May 15, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 1,700 | 82 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIL Ltd | History | New | 1,621 | 78 | 0.0% | — | 480 | +1,621 | New | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,602 | 77 | 0.0% | 0.0% | 481 | +31 | 1.97% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,529 | 73 | 0.0% | 0.0% | 482 | +152 | 11.04% | Q1 2026 | May 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,520 | 73 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,447 | 70 | 0.0% | 0.0% | 484 | +44 | 3.14% | Q1 2026 | Jun 02, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,196 | 70 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 1,400 | 67 | 0.01% | 0.02% | 486 | -700 | -33.33% | Q1 2026 | May 12, 2026 |
| Gold Investment Management Ltd. | History | No change | 1,382 | 66 | 0.02% | 0.03% | 487 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 1,334 | 64 | 0.0% | 0.0% | 488 | +613 | 85.02% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,325 | 64 | 0.0% | 0.0% | 489 | -2 | -0.15% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,294 | 60 | 0.0% | 0.0% | 490 | -333 | -20.47% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,252 | 60 | 0.01% | 0.01% | 491 | -31 | -2.42% | Q1 2026 | May 15, 2026 |
| OSLO PENSJONSFORSIKRING AS | History | New | 1,199 | 58 | 0.01% | — | 493 | +1,199 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 1,205 | 58 | 0.0% | 0.0% | 492 | +493 | 69.24% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1,186 | 57 | 0.0% | — | 494 | +1,186 | New | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,148 | 55 | 0.0% | 0.0% | 495 | -1,801 | -61.07% | Q1 2026 | Apr 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,120 | 54 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 1,077 | 52 | 0.0% | — | 497 | +1,077 | New | Q1 2026 | May 19, 2026 |
| LRI Investments, LLC | History | Added to | 1,035 | 50 | 0.0% | 0.0% | 498 | +86 | 9.06% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | New | 1,000 | 48 | 0.0% | — | 500 | +1,000 | New | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | Added to | 1,003 | 48 | 0.01% | 0.01% | 499 | +138 | 15.95% | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Reduced | 956 | 47 | 0.0% | 0.0% | 501 | -709 | -42.58% | Q1 2026 | May 06, 2026 |
| State of Wyoming | History | Reduced | 958 | 46 | 0.01% | 0.01% | 502 | -130 | -11.95% | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 882 | 42 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 811 | 40 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 810 | 39 | 0.0% | 0.0% | 505 | +582 | 255.26% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | No change | 772 | 37 | 0.0% | 0.01% | 506 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 740 | 35 | 0.01% | 0.02% | 507 | -215 | -22.51% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 713 | 34 | 0.0% | 0.01% | 509 | -303 | -29.82% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 680 | 34 | 0.0% | 0.0% | 511 | +139 | 25.69% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 704 | 34 | 0.0% | 0.0% | 508 | +84 | 13.55% | Q1 2026 | Apr 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 708 | 34 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MOTCO | History | No change | 642 | 31 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Added to | 627 | 30 | 0.01% | 0.01% | 513 | +25 | 4.15% | Q1 2026 | May 21, 2026 |
| CENTRAL TRUST Co | History | Reduced | 600 | 29 | 0.0% | 0.0% | 514 | -7 | -1.15% | Q1 2026 | Apr 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 600 | 29 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 584 | 28 | 0.01% | 0.01% | 516 | +272 | 87.18% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 568 | 27 | 0.01% | — | 517 | +568 | New | Q1 2026 | May 06, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 500 | 24 | 0.01% | — | 519 | +500 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 509 | 24 | 0.0% | 0.0% | 518 | -88 | -14.74% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 474 | 22 | 0.0% | 0.0% | 520 | +326 | 220.27% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | Added to | 417 | 20 | 0.0% | 0.0% | 521 | +109 | 35.39% | Q1 2026 | May 11, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 404 | 19 | 0.01% | 0.04% | 523 | -591 | -59.4% | Q1 2026 | Apr 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 399 | 19 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 365 | 17 | 0.01% | — | 524 | +365 | New | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 333 | 16 | 0.0% | 0.0% | 525 | +309 | 1287.5% | Q1 2026 | Apr 06, 2026 |
| TSFG, LLC | History | No change | 300 | 15 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 297 | 14 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EFG International AG | History | New | 280 | 13 | 0.0% | — | 533 | +280 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 276 | 13 | 0.0% | — | 532 | +276 | New | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 276 | 13 | 0.0% | 0.0% | 531 | +106 | 62.35% | Q1 2026 | Apr 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 275 | 13 | 0.0% | 0.0% | 528 | -44 | -13.79% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 289 | 13 | 0.0% | 0.0% | 529 | +16 | 5.86% | Q1 2026 | Apr 27, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 273 | 13 | 0.0% | 0.0% | 530 | +12 | 4.6% | Q1 2026 | Apr 21, 2026 |
| NBT BANK N A /NY | History | Added to | 266 | 12 | 0.0% | 0.0% | 534 | +207 | 350.85% | Q1 2026 | Apr 28, 2026 |
| Clearstead Trust, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Raiffeisen Bank International AG | History | No change | 262 | 12 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 244 | 11 | 0.0% | 0.0% | 538 | +2 | 0.83% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 230 | 11 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | Reduced | 212 | 10 | 0.01% | 0.04% | 539 | -1,231 | -85.31% | Q1 2026 | May 05, 2026 |
| Quent Capital, LLC | History | Added to | 207 | 10 | 0.0% | 0.0% | 540 | +115 | 125.0% | Q1 2026 | Apr 28, 2026 |
| Align Financial, LLC | History | Reduced | 202 | 9 | 0.01% | 0.01% | 544 | -11,738 | -98.31% | Q1 2026 | May 08, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 200 | 9 | 0.0% | 0.0% | 542 | -2,010 | -90.95% | Q1 2026 | May 13, 2026 |
| Global X Japan Co., Ltd. | History | New | 198 | 9 | 0.0% | — | 545 | +198 | New | Q1 2026 | Apr 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 199 | 9 | 0.01% | 0.0% | 543 | +79 | 65.83% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 203 | 9 | 0.0% | 0.0% | 541 | +4 | 2.01% | Q1 2026 | Apr 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 180 | 8 | 0.0% | 0.0% | 546 | -10 | -5.26% | Q1 2026 | Apr 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 158 | 7 | 0.0% | 0.0% | 547 | +105 | 198.11% | Q1 2026 | Apr 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 134 | 6 | 0.0% | — | 548 | +123 | 1118.18% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 134 | 6 | 0.0% | 0.0% | 549 | -116 | -46.4% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 135 | 6 | 0.0% | 0.0% | 551 | +96 | 246.15% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | Reduced | 144 | 6 | 0.0% | 0.0% | 550 | -3 | -2.04% | Q1 2026 | May 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 138 | 6 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 122 | 5 | 0.0% | 0.0% | 554 | +70 | 134.62% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 118 | 5 | 0.0% | 0.0% | 556 | -50 | -29.76% | Q1 2026 | Apr 20, 2026 |
| Avion Wealth | History | Added to | 120 | 5 | 0.0% | 0.0% | 555 | +41 | 51.9% | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | No change | 122 | 5 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| S&T BANK/PA | History | Reduced | 94 | 4 | 0.0% | 0.01% | 558 | -536 | -85.08% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 100 | 4 | 0.0% | 0.0% | 559 | -100 | -50.0% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | Reduced | 98 | 4 | 0.0% | 0.0% | 560 | -32 | -24.62% | Q1 2026 | May 11, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 101 | 4 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 69 | 3 | 0.0% | — | 562 | +69 | New | Q1 2026 | Apr 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 71 | 3 | 0.0% | 0.0% | 561 | +16 | 29.09% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | New | 59 | 2 | 0.0% | — | 575 | +59 | New | Q1 2026 | May 07, 2026 |
| Key Capital Management, INC | History | New | 58 | 2 | 0.0% | — | 577 | +58 | New | Q1 2026 | May 07, 2026 |
| Bare Financial Services, Inc | History | New | 54 | 2 | 0.0% | — | 574 | +54 | New | Q1 2026 | May 14, 2026 |
| Colonial Trust Advisors | History | New | 50 | 2 | 0.0% | — | 572 | +50 | New | Q1 2026 | May 12, 2026 |
| Activest Wealth Management | History | New | 48 | 2 | 0.0% | — | 573 | +48 | New | Q1 2026 | Apr 15, 2026 |
| SouthState Bank Corp | History | Reduced | 50 | 2 | 0.0% | 0.0% | 563 | -47 | -48.45% | Q1 2026 | May 05, 2026 |
| JPL Wealth Management, LLC | History | New | 45 | 2 | 0.0% | — | 576 | +45 | New | Q1 2026 | May 08, 2026 |
| Cromwell Holdings LLC | History | Added to | 53 | 2 | 0.0% | 0.0% | 566 | +35 | 194.44% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 51 | 2 | 0.0% | 0.0% | 564 | +20 | 64.52% | Q1 2026 | Apr 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 46 | 2 | 0.0% | 0.0% | 568 | -1 | -2.13% | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | No change | 48 | 2 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bravera Wealth | History | No change | 48 | 2 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stone House Investment Management, LLC | History | New | 41 | 1 | 0.0% | — | 590 | +41 | New | Q1 2026 | Apr 22, 2026 |
| WPG Advisers, LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 587 | -6 | -17.14% | Q1 2026 | Apr 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 29 | 1 | 0.0% | 0.0% | 580 | +4 | 16.0% | Q1 2026 | Apr 14, 2026 |
| Hughes Financial Services, LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 584 | +2 | 7.14% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 27 | 1 | 0.0% | 0.0% | 585 | +2 | 8.0% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | No change | 35 | 1 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFS Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 24 | 1 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Benson Wealth Management INC | History | No change | 33 | 1 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.34% | — | -5,533,198 | -100.0% | Q1 2026 | May 11, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.02% | — | -1,713,670 | -100.0% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -742,257 | -100.0% | Q1 2026 | May 14, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | Closed out | 0 | 0 | — | 0.22% | — | -306,433 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -226,712 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.99% | — | -185,934 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Channing Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -159,229 | -100.0% | Q1 2026 | May 13, 2026 |
| River Road Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -152,601 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.03% | — | -130,954 | -100.0% | Q1 2026 | May 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -91,592 | -100.0% | Q1 2026 | May 15, 2026 |
| Woodbridge CO LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -63,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -61,998 | -100.0% | Q1 2026 | Apr 20, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.22% | — | -56,231 | -100.0% | Q1 2026 | May 12, 2026 |
| JRM Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -54,921 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,100 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -46,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Empire Financial Management Company, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -36,500 | -100.0% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.1% | — | -35,199 | -100.0% | Q1 2026 | May 05, 2026 |
| PARK CIRCLE Co | History | Closed out | 0 | 0 | — | 1.78% | — | -34,765 | -100.0% | Q1 2026 | May 14, 2026 |
| ELEMENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.97% | — | -34,476 | -100.0% | Q1 2026 | May 12, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,977 | -100.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,129 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,037 | -100.0% | Q1 2026 | May 06, 2026 |
| FFG Partners, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -27,119 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -26,250 | -100.0% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -24,646 | -100.0% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -22,113 | -100.0% | Q1 2026 | May 18, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -21,233 | -100.0% | Q1 2026 | May 14, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -20,075 | -100.0% | Q1 2026 | May 15, 2026 |
| Capstone Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.94% | — | -16,554 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -16,084 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,032 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,886 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,770 | -100.0% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,753 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,006 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,897 | -100.0% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -6,568 | -100.0% | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,504 | -100.0% | Q1 2026 | May 07, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,497 | -100.0% | Q1 2026 | May 14, 2026 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.04% | — | -5,343 | -100.0% | Q1 2026 | May 05, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,873 | -100.0% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,361 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirador Capital Partners LP | History | Closed out | 0 | 0 | — | 0.03% | — | -4,059 | -100.0% | Q1 2026 | Apr 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,008 | -100.0% | Q1 2026 | Apr 14, 2026 |
| UniSuper Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Fielder Capital Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,984 | -100.0% | Q1 2026 | May 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,914 | -100.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,819 | -100.0% | Q1 2026 | May 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.05% | — | -3,805 | -100.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,735 | -100.0% | Q1 2026 | May 01, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,712 | -100.0% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,680 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -3,673 | -100.0% | Q1 2026 | May 15, 2026 |
| Carnegie Lake Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,665 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,631 | -100.0% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,606 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Counsel, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -3,600 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,572 | -100.0% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,435 | -100.0% | Q1 2026 | May 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -3,425 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Brown Miller Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,400 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TCW GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,390 | -100.0% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,335 | -100.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,250 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,533 | -100.0% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,003 | -100.0% | Q1 2026 | May 14, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -293 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q1 2026 | May 08, 2026 |
| Torren Management, LLC | History | Reduced | 13 | 0 | — | 0.01% | — | -214 | -94.27% | Q1 2026 | Apr 30, 2026 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 06, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 04, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -103 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 07, 2026 |
| Battery Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 07, 2026 |
| Valued Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 11, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 08, 2026 |
| TopTier Wealth Management, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 05, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 12, 2026 |
| Investors Portfolio Services LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 05, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 17, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q1 2026 | Apr 10, 2026 |
| American Capital Advisory, LLC | History | Reduced | 9 | 0 | — | — | — | -3 | -25.0% | Q1 2026 | Apr 29, 2026 |
| Prestige Wealth Management Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 06, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q1 2026 | May 08, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 13 | 0 | — | — | — | -2 | -13.33% | Q1 2026 | May 01, 2026 |
| 1015 Capital Partners, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -2 | -11.11% | Q1 2026 | May 11, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q1 2026 | May 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PROFFITT & GOODSON INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 121 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Crewe Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bernard Wealth Management Corp. | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BIRCHBROOK, INC. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Financial Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunrise Financial Services, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |