Chord Energy Corp - CHRD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,946,343 | 987,631 | 0.02% | 0.01% | 1 | +1,330,385 | 23.69% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 3,880,461 | 551,723 | 0.03% | 0.03% | 2 | -2,901,701 | -42.78% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 3,784,453 | 538,073 | 0.1% | 0.03% | 3 | +1,974,927 | 109.14% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 5,789,578 | 536,693 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,929,503 | 416,516 | 0.02% | — | 5 | +2,929,503 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,556,981 | 363,551 | 0.01% | — | 6 | +2,556,981 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,412,634 | 342,881 | 0.01% | 0.01% | 7 | +212,171 | 9.64% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 2,265,207 | 322,067 | 0.05% | 0.0% | 8 | +1,946,759 | 611.33% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,050,984 | 291,608 | 0.19% | 0.1% | 9 | +49,298 | 2.46% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,676,791 | 238,406 | 0.12% | 0.09% | 10 | -183,590 | -9.87% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,547,732 | 220,078 | 0.05% | 0.02% | 11 | +329,565 | 27.05% | Q1 2026 | May 07, 2026 |
| Sourcerock Group LLC | History | Added to | 1,291,570 | 183,635 | 7.41% | 5.78% | 12 | +175,250 | 15.7% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,195,799 | 170,068 | 0.01% | 0.01% | 13 | -857,246 | -41.75% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 1,188,151 | 168,931 | 0.26% | 0.17% | 14 | -55,699 | -4.48% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,159,826 | 164,904 | 0.08% | 0.02% | 15 | +713,616 | 159.93% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,119,274 | 159,138 | 0.02% | 0.01% | 16 | +474,793 | 73.67% | Q1 2026 | May 05, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 895,354 | 127,301 | 0.04% | 0.03% | 17 | +13,987 | 1.59% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 734,416 | 100,585 | 0.17% | 0.11% | 18 | +7,250 | 1.0% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 684,006 | 97,251 | 0.01% | 0.01% | 19 | +29,989 | 4.59% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 623,182 | 88,603 | 0.01% | 0.0% | 20 | +295,156 | 89.98% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 615,816 | 87,556 | 0.02% | 0.01% | 21 | -4,969 | -0.8% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 581,563 | 82,686 | 0.0% | 0.0% | 22 | -49,147 | -7.79% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 579,920 | 82,453 | 0.06% | 0.02% | 23 | +287,340 | 98.21% | Q1 2026 | May 13, 2026 |
| Condire Management, LP | History | Added to | 556,536 | 79,128 | 7.65% | 4.89% | 24 | +51,000 | 10.09% | Q1 2026 | May 15, 2026 |
| Invenomic Capital Management LP | History | Added to | 515,084 | 73,234 | 3.36% | 0.85% | 25 | +317,323 | 160.46% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 446,840 | 63,531 | 0.01% | 0.01% | 26 | +15,286 | 3.54% | Q1 2026 | May 14, 2026 |
| Palo Duro Investment Partners, LP | History | Reduced | 425,174 | 60,451 | 11.75% | 12.79% | 27 | -34,788 | -7.56% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 424,841 | 60,403 | 0.03% | 0.01% | 28 | +272,349 | 178.6% | Q1 2026 | May 14, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 423,338 | 60,190 | 0.04% | — | 29 | +423,338 | New | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 377,892 | 55,262 | 0.0% | 0.0% | 30 | +116,168 | 44.39% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 353,546 | 50,267 | 0.01% | — | 31 | +353,546 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 341,090 | 48,496 | 0.03% | 0.02% | 32 | -2,622 | -0.76% | Q1 2026 | May 04, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 331,437 | 47,123 | 0.16% | 0.1% | 33 | +1,945 | 0.59% | Q1 2026 | May 14, 2026 |
| Goehring & Rozencwajg Associates, LLC | History | New | 283,461 | 40,302 | 2.17% | — | 34 | +283,461 | New | Q1 2026 | May 05, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | New | 266,887 | 37,945 | 0.28% | — | 35 | +266,887 | New | Q1 2026 | May 15, 2026 |
| HITE Hedge Asset Management LLC | History | Added to | 260,133 | 36,985 | 2.09% | 1.46% | 36 | +13,085 | 5.3% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 238,068 | 33,848 | 0.0% | 0.0% | 37 | +18,399 | 8.38% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 236,291 | 33,596 | 0.02% | 0.01% | 38 | -10,744 | -4.35% | Q1 2026 | May 18, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 225,398 | 32,046 | 0.03% | 0.02% | 39 | -44,869 | -16.6% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 213,391 | 30,339 | 0.0% | 0.0% | 40 | +60,898 | 39.93% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Added to | 208,685 | 29,671 | 0.26% | 0.16% | 41 | +6,653 | 3.29% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 199,119 | 28,310 | 0.01% | 0.01% | 42 | -18,964 | -8.7% | Q1 2026 | Apr 30, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 199,000 | 28,294 | 0.06% | 0.03% | 43 | +49,615 | 33.21% | Q1 2026 | May 11, 2026 |
| Glendon Capital Management LP | History | Reduced | 187,840 | 26,707 | 3.32% | 1.64% | 44 | -109,710 | -36.87% | Q1 2026 | May 11, 2026 |
| SIR Capital Management, L.P. | History | New | 179,391 | 25,505 | 2.38% | — | 45 | +179,391 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 172,241 | 24,489 | 0.0% | 0.0% | 46 | +14,994 | 9.54% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 167,599 | 23,829 | 0.07% | 0.07% | 47 | -24,705 | -12.85% | Q1 2026 | May 15, 2026 |
| VALUEWORKS LLC | History | Reduced | 166,607 | 23,688 | 6.46% | 4.08% | 48 | -804 | -0.48% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | New | 164,200 | 23,345 | 0.05% | — | 49 | +164,200 | New | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 163,576 | 23,257 | 0.0% | 0.0% | 50 | -33,577 | -17.03% | Q1 2026 | May 12, 2026 |
| WHITEBOX ADVISORS LLC | History | Reduced | 159,476 | 22,674 | 0.28% | 0.23% | 51 | -15,000 | -8.6% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 156,636 | 22,270 | 0.16% | 0.18% | 52 | -76,412 | -32.79% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 154,433 | 21,957 | 0.02% | 0.01% | 53 | +2,775 | 1.83% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 145,998 | 21,044 | 0.01% | 0.01% | 54 | -18,222 | -11.1% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 141,725 | 20,150 | 0.0% | 0.01% | 55 | -259,975 | -64.72% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 141,257 | 20,098 | 0.0% | 0.0% | 56 | +18,935 | 15.48% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 137,046 | 19,485 | 0.01% | 0.0% | 57 | -2,391 | -1.71% | Q1 2026 | May 06, 2026 |
| Alyeska Investment Group, L.P. | History | New | 136,078 | 19,347 | 0.05% | — | 58 | +136,078 | New | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | Reduced | 132,890 | 18,894 | 0.36% | 0.24% | 59 | -5,491 | -3.97% | Q1 2026 | May 18, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 128,116 | 18,215 | 0.63% | — | 60 | +128,116 | New | Q1 2026 | May 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 123,586 | 17,571 | 0.32% | 0.21% | 61 | -1,631 | -1.3% | Q1 2026 | Apr 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 119,070 | 17,201 | 0.01% | 0.0% | 62 | +30,326 | 34.17% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 117,452 | 16,699 | 0.03% | 0.0% | 63 | +106,098 | 934.45% | Q1 2026 | May 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 112,946 | 16,058 | 0.34% | — | 64 | +112,946 | New | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 112,634 | 16,014 | 0.0% | 0.0% | 65 | +3,271 | 2.99% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Reduced | 112,422 | 15,984 | 0.01% | 0.01% | 66 | -500 | -0.44% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 111,513 | 15,854 | 0.01% | 0.01% | 67 | +5,807 | 5.49% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 108,152 | 15,377 | 0.02% | 0.02% | 68 | -23,700 | -17.97% | Q1 2026 | May 14, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 107,752 | 15,320 | 0.05% | 0.03% | 69 | +7,260 | 7.22% | Q1 2026 | May 14, 2026 |
| TCW GROUP INC | History | Added to | 107,044 | 15,219 | 0.11% | 0.06% | 70 | +20,400 | 23.54% | Q1 2026 | May 14, 2026 |
| RWC Asset Management LLP | History | New | 106,817 | 15,187 | 0.63% | — | 71 | +106,817 | New | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 103,190 | 14,671 | 0.0% | 0.0% | 72 | +17,817 | 20.87% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Added to | 97,775 | 13,901 | 0.0% | 0.0% | 73 | +14,493 | 17.4% | Q1 2026 | May 05, 2026 |
| CastleKnight Management LP | History | New | 93,329 | 13,269 | 0.22% | — | 74 | +93,329 | New | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 89,417 | 12,713 | 0.02% | 0.01% | 75 | +11,440 | 14.67% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 89,255 | 12,690 | 0.01% | 0.0% | 76 | +32,589 | 57.51% | Q1 2026 | May 12, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Reduced | 97,687 | 12,689 | 4.01% | 3.04% | 77 | -2,249 | -2.25% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 86,913 | 12,357 | 0.0% | 0.0% | 78 | +78,708 | 959.27% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 83,521 | 11,875 | 0.01% | 0.0% | 79 | +43,372 | 108.03% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 81,905 | 11,645 | 0.0% | 0.0% | 80 | -11,754 | -12.55% | Q1 2026 | May 08, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 76,675 | 10,901 | 0.18% | 0.12% | 81 | -159 | -0.21% | Q1 2026 | May 15, 2026 |
| Aventail Capital Group, LP | History | Reduced | 72,998 | 10,378 | 0.5% | 0.47% | 82 | -15,869 | -17.86% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Added to | 70,971 | 10,090 | 0.02% | 0.01% | 83 | +28,048 | 65.34% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 70,851 | 10,073 | 0.08% | 0.05% | 84 | +224 | 0.32% | Q1 2026 | May 11, 2026 |
| Retirement Systems of Alabama | History | Added to | 69,714 | 9,911 | 0.03% | 0.02% | 85 | +1,467 | 2.15% | Q1 2026 | Apr 24, 2026 |
| MILLER VALUE PARTNERS, LLC | History | Added to | 69,330 | 9,857 | 2.57% | 1.89% | 86 | +11,564 | 20.02% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 68,868 | 9,791 | 0.01% | 0.01% | 87 | -12,708 | -15.58% | Q1 2026 | May 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 67,841 | 9,645 | 0.02% | 0.02% | 88 | -11,097 | -14.06% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 66,864 | 9,506 | 0.01% | 0.01% | 89 | +12,442 | 22.86% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 63,079 | 8,969 | 0.03% | 0.02% | 90 | +3,936 | 6.66% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 62,351 | 8,865 | 0.0% | 0.0% | 91 | -45,408 | -42.14% | Q1 2026 | May 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 61,924 | 8,804 | 0.08% | 0.05% | 92 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 56,697 | 8,061 | 0.03% | 0.01% | 93 | +10,936 | 23.9% | Q1 2026 | May 15, 2026 |
| Hartree Partners, LP | History | Added to | 56,031 | 7,966 | 1.71% | 0.52% | 94 | +40,556 | 262.07% | Q1 2026 | May 12, 2026 |
| Phocas Financial Corp. | History | Reduced | 53,531 | 7,611 | 1.2% | 0.87% | 95 | -18,622 | -25.81% | Q1 2026 | Apr 30, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 53,276 | 7,574 | 0.35% | 0.22% | 96 | -2,008 | -3.63% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 51,673 | 7,346 | 0.0% | 0.0% | 97 | +9,527 | 22.6% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 51,219 | 7,283 | 0.0% | 0.0% | 98 | +5,995 | 13.26% | Q1 2026 | May 15, 2026 |
| OnyxPoint Global Management LP | History | Reduced | 47,368 | 6,734 | 1.59% | 2.11% | 99 | -34,297 | -42.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | New | 46,782 | 6,651 | 0.01% | — | 100 | +46,782 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 46,112 | 6,556 | 0.12% | 0.03% | 101 | +24,763 | 115.99% | Q1 2026 | Apr 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 68,747 | 6,372 | 0.0% | 0.0% | 102 | -1,041 | -1.49% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 44,286 | 6,296 | 0.02% | — | 103 | +44,286 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 44,034 | 6,261 | 0.01% | 0.0% | 104 | +29,158 | 196.01% | Q1 2026 | Apr 16, 2026 |
| Factorial Partners, LLC | History | Reduced | 44,000 | 6,255 | 4.54% | 2.98% | 105 | -4,700 | -9.65% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 43,896 | 6,241 | 0.01% | — | 106 | +43,896 | New | Q1 2026 | May 08, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 43,255 | 6,149 | 0.02% | 0.01% | 107 | -9,547 | -18.08% | Q1 2026 | May 05, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 42,750 | 6,078 | 0.02% | — | 108 | +42,750 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 42,309 | 6,015 | 0.0% | 0.0% | 109 | +10,996 | 35.12% | Q1 2026 | May 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 41,666 | 5,924 | 0.08% | 0.06% | 110 | +902 | 2.21% | Q1 2026 | May 15, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | New | 38,807 | 5,517 | 0.99% | — | 111 | +38,807 | New | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 38,463 | 5,468 | 0.0% | 0.0% | 112 | -2,159 | -5.31% | Q1 2026 | May 15, 2026 |
| CoreCommodity Management, LLC | History | Added to | 36,833 | 5,236 | 0.97% | 0.51% | 113 | +10,643 | 40.64% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 36,609 | 5,205 | 0.04% | 0.02% | 114 | +2,620 | 7.71% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,579 | 5,202 | 0.0% | 0.0% | 115 | +19,896 | 119.26% | Q1 2026 | May 15, 2026 |
| Seneca House Advisors | History | Added to | 36,393 | 5,174 | 2.06% | 1.15% | 116 | +3,308 | 10.0% | Q1 2026 | May 01, 2026 |
| Slagle Financial, LLC | History | No change | 34,883 | 4,959 | 1.64% | 1.13% | 117 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BEDDOW CAPITAL MANAGEMENT INC | History | No change | 52,535 | 4,870 | 1.84% | 1.84% | 118 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 33,906 | 4,820 | 0.01% | 0.01% | 119 | -6,064 | -15.17% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 33,337 | 4,739 | 0.0% | 0.0% | 120 | +2,971 | 9.78% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 32,922 | 4,680 | 0.04% | 0.04% | 121 | -7,062 | -17.66% | Q1 2026 | May 15, 2026 |
| Ninepoint Partners LP | History | No change | 50,000 | 4,635 | 0.51% | 0.51% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Global Advisers, LLC | History | New | 31,937 | 4,540 | 0.0% | — | 123 | +31,937 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 31,889 | 4,534 | 0.01% | 0.0% | 124 | +12,983 | 68.67% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 31,730 | 4,512 | 0.01% | 0.0% | 125 | +11,714 | 58.52% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | New | 30,742 | 4,370 | 0.03% | — | 126 | +30,742 | New | Q1 2026 | May 14, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 30,492 | 4,335 | 0.12% | 0.08% | 127 | +3,139 | 11.48% | Q1 2026 | Apr 20, 2026 |
| State of Alaska, Department of Revenue | History | No change | 29,653 | 4,215 | 0.05% | 0.03% | 128 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Added to | 27,967 | 3,976 | 0.02% | 0.01% | 129 | +174 | 0.63% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 27,347 | 3,888 | 0.01% | 0.01% | 130 | +47 | 0.17% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 27,048 | 3,845 | 0.01% | 0.0% | 131 | +26,574 | 5606.33% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 26,404 | 3,754 | 0.02% | 0.01% | 132 | +1,681 | 6.8% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 40,002 | 3,708 | 0.21% | 0.21% | 133 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 25,967 | 3,691 | 0.03% | 0.02% | 134 | -3,351 | -11.43% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 25,737 | 3,659 | 0.03% | 0.02% | 135 | -390 | -1.49% | Q1 2026 | May 08, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 25,643 | 3,645 | 0.04% | 0.08% | 136 | -60,726 | -70.31% | Q1 2026 | May 12, 2026 |
| Hudson Bay Capital Management LP | History | New | 25,294 | 3,596 | 0.01% | — | 137 | +25,294 | New | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | Added to | 24,252 | 3,448 | 0.01% | 0.0% | 138 | +19,652 | 427.22% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 23,894 | 3,397 | 0.03% | 0.02% | 139 | -1,408 | -5.56% | Q1 2026 | Apr 29, 2026 |
| CSM Advisors, LLC | History | New | 23,307 | 3,314 | 0.08% | — | 140 | +23,307 | New | Q1 2026 | May 15, 2026 |
| Mawer Investment Management Ltd. | History | New | 23,234 | 3,303 | 0.02% | — | 141 | +23,234 | New | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 23,120 | 3,287 | 0.0% | 0.0% | 142 | +7,213 | 45.34% | Q1 2026 | May 06, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 22,826 | 3,245 | 0.09% | 0.05% | 143 | +4,688 | 25.85% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 22,800 | 3,241 | 0.0% | — | 144 | +22,800 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 22,773 | 3,237 | 0.01% | 0.01% | 145 | -646 | -2.76% | Q1 2026 | May 05, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 22,680 | 3,224 | 0.05% | 0.04% | 146 | -5,589 | -19.77% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 22,126 | 3,145 | 0.0% | 0.0% | 147 | +14,438 | 187.8% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 21,792 | 3,098 | 0.04% | 0.02% | 148 | -1,874 | -7.92% | Q1 2026 | May 07, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 21,459 | 3,051 | 0.02% | 0.02% | 149 | -2,872 | -11.8% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | New | 20,992 | 2,986 | 0.0% | — | 150 | +20,992 | New | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 20,758 | 2,951 | 0.01% | 0.0% | 151 | +747 | 3.73% | Q1 2026 | May 08, 2026 |
| Morningstar Investment Management LLC | History | New | 20,271 | 2,882 | 0.18% | — | 152 | +20,271 | New | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 20,142 | 2,864 | 0.01% | 0.01% | 153 | -1,700 | -7.78% | Q1 2026 | Apr 29, 2026 |
| Brooklyn Investment Group | History | Added to | 20,033 | 2,848 | 0.09% | 0.03% | 154 | +13,755 | 219.1% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,786 | 2,813 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 19,272 | 2,740 | 0.05% | 0.03% | 156 | +2,342 | 13.83% | Q1 2026 | Apr 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 19,231 | 2,734 | 0.01% | 0.0% | 157 | +451 | 2.4% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 18,624 | 2,647 | 0.0% | 0.0% | 158 | -481 | -2.52% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 18,482 | 2,627 | 0.0% | 0.0% | 159 | +10,498 | 131.49% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 18,363 | 2,610 | 0.0% | 0.0% | 160 | +16,134 | 723.82% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 18,327 | 2,605 | 0.01% | 0.0% | 161 | +3,576 | 24.24% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,844 | 2,537 | 0.03% | 0.02% | 162 | -726 | -3.91% | Q1 2026 | Apr 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 17,806 | 2,531 | 0.01% | 0.01% | 163 | -782 | -4.21% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 27,088 | 2,511 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 17,230 | 2,450 | 0.0% | 0.0% | 165 | +5,310 | 44.55% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 16,994 | 2,416 | 0.0% | 0.0% | 166 | -1,984 | -10.45% | Q1 2026 | Apr 27, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 16,500 | 2,345 | 0.04% | 0.02% | 167 | +800 | 5.1% | Q1 2026 | Apr 20, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 15,702 | 2,232 | 1.82% | 1.23% | 168 | -989 | -5.93% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 15,619 | 2,220 | 0.01% | 0.01% | 169 | -241 | -1.52% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 15,076 | 2,148 | 0.0% | 0.0% | 170 | +1,195 | 8.61% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,937 | 2,124 | 0.0% | 0.0% | 171 | +1,312 | 9.63% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,830 | 2,108 | 0.01% | 0.0% | 172 | -2,432 | -14.09% | Q1 2026 | May 04, 2026 |
| IMC-Chicago, LLC | History | New | 14,755 | 2,097 | 0.0% | — | 173 | +14,755 | New | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 14,790 | 2,094 | 0.0% | 0.0% | 174 | +6,416 | 76.62% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 14,464 | 2,056 | 0.01% | — | 175 | +14,464 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 14,248 | 2,025 | 0.01% | 0.01% | 176 | +18 | 0.13% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,164 | 2,013 | 0.0% | 0.0% | 177 | +2,563 | 22.09% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 14,014 | 1,992 | 0.02% | 0.01% | 178 | -450 | -3.11% | Q1 2026 | May 14, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 13,988 | 1,988 | 1.68% | 0.78% | 179 | +3,116 | 28.66% | Q1 2026 | Apr 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 13,814 | 1,964 | 0.0% | 0.0% | 180 | +3,761 | 37.41% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 13,700 | 1,947 | 0.01% | 0.01% | 181 | +300 | 2.24% | Q1 2026 | May 04, 2026 |
| Dalton Investments, Inc. | History | No change | 13,280 | 1,888 | 1.83% | 0.91% | 182 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 12,740 | 1,811 | 0.03% | 0.01% | 183 | +18 | 0.14% | Q1 2026 | May 08, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 12,700 | 1,806 | 0.06% | 0.04% | 184 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DRW Securities, LLC | History | New | 12,527 | 1,781 | 0.02% | — | 185 | +12,527 | New | Q1 2026 | May 13, 2026 |
| ARGA Investment Management, LP | History | No change | 11,900 | 1,691 | 0.06% | 0.03% | 186 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Virtu Financial LLC | History | New | 11,727 | 1,667 | 0.07% | — | 187 | +11,727 | New | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,709 | 1,664 | 0.02% | 0.01% | 188 | +342 | 3.01% | Q1 2026 | Apr 29, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 11,237 | 1,597 | 0.04% | 0.03% | 189 | -4,148 | -26.96% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 11,105 | 1,579 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,575 | 1,503 | 0.01% | 0.0% | 191 | +5,170 | 95.65% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,476 | 1,489 | 0.05% | 0.03% | 192 | +54 | 0.52% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,457 | 1,486 | 0.01% | 0.01% | 193 | +219 | 2.14% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,421 | 1,481 | 0.11% | 0.08% | 194 | -659 | -5.95% | Q1 2026 | Apr 14, 2026 |
| Dana Investment Advisors, Inc. | History | New | 10,297 | 1,464 | 0.04% | — | 195 | +10,297 | New | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 10,275 | 1,460 | 0.0% | — | 196 | +10,275 | New | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 10,044 | 1,428 | 0.0% | 0.0% | 197 | +6,296 | 167.98% | Q1 2026 | May 13, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 1,421 | 0.07% | 0.04% | 198 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,656 | 1,372 | 0.0% | 0.0% | 199 | +621 | 6.87% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,627 | 1,367 | 0.0% | 0.0% | 200 | +1,692 | 21.32% | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,462 | 1,345 | 0.04% | 0.02% | 201 | +1,688 | 21.71% | Q1 2026 | May 14, 2026 |
| GRACE & WHITE INC /NY | History | No change | 9,448 | 1,343 | 0.24% | 0.16% | 202 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ALBERT D MASON INC | History | Added to | 9,242 | 1,314 | 0.85% | 0.56% | 203 | +80 | 0.87% | Q1 2026 | Apr 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,215 | 1,310 | 0.0% | 0.0% | 204 | +3,224 | 53.81% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,093 | 1,292 | 0.0% | 0.0% | 205 | +671 | 7.97% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,025 | 1,283 | 0.0% | 0.0% | 206 | +6,221 | 221.86% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 8,950 | 1,273 | 0.03% | 0.03% | 207 | -4,700 | -34.43% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 8,793 | 1,250 | 0.0% | 0.01% | 208 | -61,410 | -87.47% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 8,355 | 1,187 | 0.01% | — | 209 | +8,355 | New | Q1 2026 | Apr 20, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 8,300 | 1,180 | 0.0% | 0.0% | 210 | +1,400 | 20.29% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 8,117 | 1,154 | 0.01% | 0.01% | 211 | -174 | -2.1% | Q1 2026 | May 14, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 7,998 | 1,137 | 0.97% | — | 212 | +7,998 | New | Q1 2026 | Apr 24, 2026 |
| Unison Advisors LLC | History | No change | 7,558 | 1,074 | 0.08% | 0.06% | 213 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,515 | 1,068 | 0.01% | 0.01% | 214 | +711 | 10.45% | Q1 2026 | Apr 15, 2026 |
| Tidal Investments LLC | History | Reduced | 7,475 | 1,062 | 0.0% | 0.0% | 215 | -14,806 | -66.45% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | New | 7,448 | 1,058 | 0.03% | — | 216 | +7,448 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,238 | 1,052 | 0.0% | 0.0% | 217 | +5,847 | 420.35% | Q1 2026 | May 15, 2026 |
| Waterfront Wealth Inc. | History | New | 7,380 | 1,049 | 0.19% | — | 219 | +7,380 | New | Q1 2026 | Apr 30, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 7,384 | 1,049 | 0.01% | 0.01% | 218 | -47 | -0.63% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,078 | 1,006 | 0.0% | 0.0% | 220 | -2,126 | -23.1% | Q1 2026 | Apr 22, 2026 |
| Squarepoint Ops LLC | History | Reduced | 6,936 | 986 | 0.0% | 0.0% | 221 | -27,474 | -79.84% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 6,821 | 969 | 0.01% | 0.0% | 222 | +1,581 | 30.17% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,697 | 952 | 0.0% | 0.0% | 223 | +143 | 2.18% | Q1 2026 | Apr 30, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 6,494 | 923 | 0.4% | 0.26% | 224 | +213 | 3.39% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | New | 6,437 | 915 | 0.03% | — | 225 | +6,437 | New | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,344 | 901 | 0.0% | 0.0% | 226 | +2,336 | 58.28% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 6,148 | 874 | 0.05% | 0.03% | 227 | -149 | -2.37% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,841 | 830 | 0.0% | 0.0% | 228 | -9 | -0.15% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | New | 5,762 | 819 | 0.0% | — | 229 | +5,762 | New | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,690 | 809 | 0.02% | 0.01% | 230 | +368 | 6.91% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,673 | 807 | 0.01% | 0.01% | 231 | +1,316 | 30.2% | Q1 2026 | May 01, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 5,455 | 776 | 0.18% | — | 232 | +5,455 | New | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,442 | 773 | 0.02% | 0.01% | 233 | +50 | 0.93% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 5,247 | 746 | 0.02% | 0.09% | 234 | -27,372 | -83.91% | Q1 2026 | May 18, 2026 |
| CSS LLC/IL | History | New | 5,177 | 736 | 0.04% | — | 235 | +5,177 | New | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | New | 5,155 | 732 | 0.04% | — | 236 | +5,155 | New | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | New | 5,080 | 722 | 0.27% | — | 237 | +5,080 | New | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 5,059 | 719 | 0.05% | — | 238 | +5,059 | New | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4,966 | 706 | 0.0% | — | 239 | +4,966 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,853 | 690 | 0.0% | 0.0% | 240 | -344 | -6.62% | Q1 2026 | May 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 4,810 | 683 | 0.02% | 0.02% | 241 | -3,207 | -40.0% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,789 | 681 | 0.01% | 0.0% | 242 | +301 | 6.71% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 4,750 | 675 | 0.0% | 0.0% | 243 | +737 | 18.37% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Added to | 4,711 | 669 | 0.02% | 0.01% | 244 | +1,473 | 45.49% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,693 | 667 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,627 | 658 | 0.01% | 0.0% | 246 | +836 | 22.05% | Q1 2026 | Apr 07, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 4,621 | 657 | 0.01% | 0.0% | 247 | +938 | 25.47% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | New | 4,600 | 654 | 0.0% | — | 248 | +4,600 | New | Q1 2026 | May 08, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,520 | 642 | 0.0% | 0.0% | 249 | -53 | -1.16% | Q1 2026 | May 11, 2026 |
| Erste Asset Management GmbH | History | New | 4,350 | 636 | 0.01% | — | 250 | +4,350 | New | Q1 2026 | May 11, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 4,422 | 628 | 0.07% | 0.03% | 251 | +966 | 27.95% | Q1 2026 | Apr 29, 2026 |
| M&T BANK CORP | History | Added to | 4,351 | 618 | 0.0% | 0.0% | 252 | +974 | 28.84% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,349 | 618 | 0.0% | 0.0% | 253 | +715 | 19.68% | Q1 2026 | May 08, 2026 |
| MQS Management LLC | History | New | 4,305 | 612 | 0.41% | — | 254 | +4,305 | New | Q1 2026 | Apr 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,285 | 609 | 0.02% | 0.01% | 255 | -554 | -11.45% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,223 | 600 | 0.0% | 0.0% | 256 | +1,358 | 47.4% | Q1 2026 | May 05, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 4,191 | 595 | 0.02% | 0.01% | 257 | +103 | 2.52% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,113 | 584 | 0.0% | 0.0% | 258 | -3,257 | -44.19% | Q1 2026 | Apr 30, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 4,059 | 577 | 0.01% | 0.01% | 259 | -1,684 | -29.32% | Q1 2026 | May 12, 2026 |
| Index Technologies Group LLC | History | Added to | 3,946 | 561 | 0.61% | 0.37% | 260 | +87 | 2.25% | Q1 2026 | Apr 29, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,913 | 556 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,892 | 553 | 0.0% | — | 262 | +3,892 | New | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,634 | 516 | 0.0% | 0.0% | 263 | +1,016 | 38.81% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | New | 3,616 | 514 | 0.0% | — | 264 | +3,616 | New | Q1 2026 | May 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 3,560 | 506 | 0.04% | 0.02% | 265 | +960 | 36.92% | Q1 2026 | May 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 3,498 | 497 | 0.26% | 0.17% | 266 | -106 | -2.94% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,393 | 482 | 0.01% | 0.0% | 267 | -898 | -20.93% | Q1 2026 | Apr 20, 2026 |
| Entropy Technologies, LP | History | New | 3,307 | 470 | 0.02% | — | 268 | +3,307 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,305 | 469 | 0.0% | 0.0% | 269 | +92 | 2.86% | Q1 2026 | May 13, 2026 |
| Oak Thistle LLC | History | Reduced | 3,291 | 467 | 0.05% | 0.27% | 270 | -17,917 | -84.48% | Q1 2026 | Apr 10, 2026 |
| Pathstone Holdings, LLC | History | New | 3,289 | 467 | 0.0% | — | 271 | +3,289 | New | Q1 2026 | May 11, 2026 |
| Numerai GP LLC | History | Reduced | 3,260 | 463 | 0.05% | 0.19% | 272 | -13,863 | -80.96% | Q1 2026 | May 15, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 3,156 | 448 | 0.09% | 0.07% | 273 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lynx Investment Advisory | History | Added to | 3,050 | 433 | 0.21% | 0.14% | 274 | +334 | 12.3% | Q1 2026 | Apr 24, 2026 |
| DnB Asset Management AS | History | New | 3,019 | 429 | 0.0% | — | 275 | +3,019 | New | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | Reduced | 2,998 | 426 | 0.0% | 0.0% | 276 | -124 | -3.97% | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 2,995 | 425 | 0.08% | 0.03% | 277 | +659 | 28.21% | Q1 2026 | Apr 29, 2026 |
| DGS Capital Management, LLC | History | New | 2,982 | 423 | 0.07% | — | 278 | +2,982 | New | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Reduced | 2,970 | 422 | 0.0% | 0.0% | 279 | -29 | -0.97% | Q1 2026 | May 11, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 2,919 | 414 | 0.2% | 0.13% | 280 | +11 | 0.38% | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,890 | 410 | 0.01% | 0.0% | 281 | +1,333 | 85.61% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,872 | 408 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,866 | 407 | 0.0% | 0.0% | 283 | -312 | -9.82% | Q1 2026 | May 14, 2026 |
| NORDEN GROUP LLC | History | Added to | 2,860 | 406 | 0.04% | 0.02% | 284 | +482 | 20.27% | Q1 2026 | Apr 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 2,831 | 402 | 0.0% | — | 285 | +2,831 | New | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | New | 2,816 | 400 | 0.0% | — | 286 | +2,816 | New | Q1 2026 | May 14, 2026 |
| Verity Asset Management, Inc. | History | Added to | 2,767 | 393 | 0.16% | 0.1% | 287 | +137 | 5.21% | Q1 2026 | Apr 21, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | New | 2,714 | 385 | 0.03% | — | 288 | +2,714 | New | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | New | 2,706 | 384 | 0.01% | — | 289 | +2,706 | New | Q1 2026 | May 11, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 2,693 | 382 | 0.01% | 0.01% | 290 | -546 | -16.86% | Q1 2026 | Apr 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,656 | 377 | 0.0% | 0.02% | 291 | -125,119 | -97.92% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,599 | 369 | 0.0% | 0.0% | 292 | -1,759 | -40.36% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 2,586 | 367 | 0.0% | 0.0% | 293 | +603 | 30.41% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 2,558 | 364 | 0.0% | 0.0% | 294 | -6,014 | -70.16% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 2,548 | 362 | 0.01% | — | 295 | +2,548 | New | Q1 2026 | May 01, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 2,500 | 355 | 0.0% | 0.0% | 296 | -3,015 | -54.67% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,470 | 351 | 0.01% | — | 297 | +2,470 | New | Q1 2026 | Apr 20, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 2,430 | 345 | 0.0% | 0.01% | 298 | -20,320 | -89.32% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | New | 2,424 | 344 | 0.0% | — | 299 | +2,424 | New | Q1 2026 | Apr 27, 2026 |
| Huber Capital Management LLC | History | Reduced | 2,387 | 339 | 0.05% | 0.07% | 300 | -2,529 | -51.44% | Q1 2026 | May 12, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 3,650 | 338 | 0.51% | 0.51% | 301 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hara Capital LLC | History | Reduced | 2,371 | 337 | 0.17% | 0.33% | 302 | -3,954 | -62.51% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,303 | 327 | 0.01% | 0.01% | 303 | -1,332 | -36.64% | Q1 2026 | Apr 07, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,279 | 324 | 0.0% | 0.0% | 304 | -1 | -0.04% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 2,258 | 321 | 0.0% | — | 305 | +2,258 | New | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 2,252 | 320 | 0.0% | 0.0% | 306 | -98 | -4.17% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | New | 2,202 | 313 | 0.01% | — | 308 | +2,202 | New | Q1 2026 | May 07, 2026 |
| Man Group plc | History | New | 2,202 | 313 | 0.0% | — | 309 | +2,202 | New | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | New | 2,156 | 313 | 0.01% | — | 307 | +2,156 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 3,359 | 311 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 2,167 | 308 | 0.02% | — | 311 | +2,167 | New | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 2,055 | 292 | 0.04% | — | 312 | +2,055 | New | Q1 2026 | Apr 30, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | New | 2,050 | 291 | 0.16% | — | 313 | +2,050 | New | Q1 2026 | Apr 29, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Reduced | 2,040 | 290 | 0.02% | 0.05% | 314 | -3,299 | -61.79% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | New | 2,039 | 289 | 0.08% | — | 316 | +2,039 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,035 | 289 | 0.01% | 0.0% | 315 | +246 | 13.75% | Q1 2026 | May 07, 2026 |
| Ethic Inc. | History | New | 2,031 | 288 | 0.0% | — | 317 | +2,031 | New | Q1 2026 | Apr 27, 2026 |
| Paragon Capital Management Ltd | History | New | 2,016 | 286 | 0.06% | — | 319 | +2,016 | New | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,013 | 286 | 0.0% | 0.0% | 318 | -274 | -11.98% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | New | 1,993 | 283 | 0.0% | — | 321 | +1,993 | New | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 1,995 | 283 | 0.01% | 0.01% | 320 | -68 | -3.3% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 1,983 | 282 | 0.0% | — | 322 | +1,983 | New | Q1 2026 | May 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 1,910 | 271 | 0.01% | — | 323 | +1,910 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 1,895 | 269 | 0.0% | 0.01% | 324 | -3,659 | -65.88% | Q1 2026 | May 15, 2026 |
| Post Resch Tallon Group Inc. | History | New | 1,858 | 261 | 0.21% | — | 325 | +1,858 | New | Q1 2026 | Apr 08, 2026 |
| JMN Financial LLC | History | New | 1,784 | 253 | 0.25% | — | 326 | +1,784 | New | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | New | 1,768 | 251 | 0.0% | — | 327 | +1,768 | New | Q1 2026 | May 04, 2026 |
| CIBC Asset Management Inc | History | New | 1,765 | 250 | 0.0% | — | 328 | +1,765 | New | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | New | 1,758 | 249 | 0.05% | — | 330 | +1,758 | New | Q1 2026 | May 12, 2026 |
| Kendall Capital Management | History | New | 1,757 | 249 | 0.05% | — | 329 | +1,757 | New | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | New | 1,744 | 247 | 0.0% | — | 331 | +1,744 | New | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 1,724 | 245 | 0.04% | — | 332 | +1,724 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | New | 1,718 | 244 | 0.01% | — | 333 | +1,718 | New | Q1 2026 | Apr 20, 2026 |
| North Dakota State Investment Board | History | New | 1,677 | 238 | 0.01% | — | 334 | +1,677 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,657 | 235 | 0.03% | — | 335 | +1,657 | New | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 1,584 | 225 | 0.01% | — | 336 | +1,584 | New | Q1 2026 | May 11, 2026 |
| INCEPTIONR LLC | History | Reduced | 1,573 | 223 | 0.05% | 0.12% | 337 | -2,972 | -65.39% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 1,555 | 221 | 0.01% | — | 338 | +1,555 | New | Q1 2026 | Apr 17, 2026 |
| Proficio Capital Partners LLC | History | New | 1,534 | 218 | 0.01% | — | 340 | +1,534 | New | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,540 | 218 | 0.0% | 0.0% | 339 | +760 | 97.44% | Q1 2026 | May 11, 2026 |
| Able Wealth Management LLC | History | New | 1,518 | 215 | 0.06% | — | 341 | +1,518 | New | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | New | 1,486 | 211 | 0.0% | — | 342 | +1,486 | New | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | New | 1,438 | 204 | 0.01% | — | 344 | +1,438 | New | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 1,435 | 204 | 0.0% | — | 343 | +1,435 | New | Q1 2026 | Apr 28, 2026 |
| Callan Family Office, LLC | History | New | 1,431 | 203 | 0.0% | — | 345 | +1,431 | New | Q1 2026 | May 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 1,425 | 202 | 0.04% | — | 346 | +1,425 | New | Q1 2026 | Apr 28, 2026 |
| Oasis Advisors, LLC | History | New | 1,425 | 202 | 0.04% | — | 347 | +1,425 | New | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | New | 1,419 | 201 | 0.01% | — | 349 | +1,419 | New | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,414 | 201 | 0.01% | 0.01% | 348 | +265 | 23.06% | Q1 2026 | Apr 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 1,409 | 200 | 0.0% | — | 350 | +1,409 | New | Q1 2026 | Apr 30, 2026 |
| STRS OHIO | History | Reduced | 1,350 | 191 | 0.0% | 0.0% | 351 | -24 | -1.75% | Q1 2026 | Apr 24, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,350 | 191 | 0.08% | 0.05% | 352 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Reduced | 1,278 | 181 | 0.0% | 0.0% | 353 | -31 | -2.37% | Q1 2026 | May 06, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,233 | 175 | 0.2% | 0.12% | 354 | -448 | -26.65% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 1,103 | 156 | 0.0% | 0.0% | 355 | +1,046 | 1835.09% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,117 | 152 | 0.0% | 0.0% | 356 | +473 | 73.45% | Q1 2026 | Apr 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,068 | 151 | 0.0% | — | 357 | +1,068 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 1,020 | 145 | 0.0% | 0.0% | 358 | +634 | 164.25% | Q1 2026 | May 14, 2026 |
| Y.D. More Investments Ltd | History | No change | 1,012 | 143 | 0.01% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Covestor Ltd | History | Reduced | 938 | 133 | 0.09% | 0.1% | 360 | -1,191 | -55.94% | Q1 2026 | May 05, 2026 |
| Essential Partners LLC | History | Reduced | 934 | 132 | 0.04% | 0.05% | 361 | -773 | -45.28% | Q1 2026 | May 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 921 | 125 | 0.0% | 0.0% | 362 | +567 | 160.17% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Added to | 864 | 122 | 0.0% | 0.0% | 363 | +135 | 18.52% | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | Reduced | 815 | 115 | 0.06% | 0.09% | 364 | -960 | -54.08% | Q1 2026 | Apr 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 718 | 102 | 0.0% | 0.0% | 365 | +35 | 5.12% | Q1 2026 | May 04, 2026 |
| Employees Retirement System of Texas | History | New | 642 | 91 | 0.0% | — | 367 | +642 | New | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 643 | 91 | 0.0% | 0.0% | 366 | -154 | -19.32% | Q1 2026 | Apr 27, 2026 |
| Sankala Group LLC | History | No change | 614 | 89 | 0.07% | 0.05% | 368 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Elevated Capital Advisors, LLC | History | New | 602 | 85 | 0.02% | — | 369 | +602 | New | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 580 | 82 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 574 | 81 | 0.01% | 0.0% | 371 | +334 | 139.17% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 562 | 79 | 0.01% | — | 374 | +562 | New | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 558 | 79 | 0.0% | 0.0% | 372 | +203 | 57.18% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | No change | 560 | 79 | 0.02% | 0.01% | 373 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 552 | 78 | 0.0% | 0.0% | 375 | -94 | -14.55% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Added to | 523 | 74 | 0.0% | 0.0% | 376 | +45 | 9.41% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 502 | 71 | 0.0% | 0.0% | 377 | +1 | 0.2% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 498 | 70 | 0.0% | 0.0% | 378 | -77 | -13.39% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 486 | 69 | 0.0% | — | 379 | +486 | New | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 476 | 67 | 0.01% | — | 380 | +476 | New | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | Reduced | 459 | 65 | 0.0% | 0.02% | 382 | -13,737 | -96.77% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 459 | 65 | 0.0% | 0.0% | 381 | -183 | -28.5% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Added to | 463 | 65 | 0.0% | 0.0% | 383 | +84 | 22.16% | Q1 2026 | Apr 20, 2026 |
| Quarry LP | History | Reduced | 416 | 59 | 0.01% | 0.01% | 386 | -611 | -59.49% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 415 | 59 | 0.0% | 0.0% | 384 | +260 | 167.74% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 415 | 59 | 0.0% | 0.0% | 385 | -153 | -26.94% | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 388 | 57 | 0.0% | 0.0% | 387 | -236 | -37.82% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 363 | 51 | 0.0% | 0.0% | 388 | +276 | 317.24% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 337 | 47 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 326 | 46 | 0.0% | 0.0% | 390 | +304 | 1381.82% | Q1 2026 | May 07, 2026 |
| Quent Capital, LLC | History | Reduced | 322 | 45 | 0.0% | 0.0% | 391 | -94 | -22.6% | Q1 2026 | Apr 28, 2026 |
| NATIXIS | History | New | 295 | 41 | 0.0% | — | 392 | +295 | New | Q1 2026 | May 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 281 | 39 | 0.01% | — | 393 | +281 | New | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 272 | 38 | 0.02% | — | 395 | +272 | New | Q1 2026 | May 12, 2026 |
| Rakuten Securities, Inc. | History | Added to | 274 | 38 | 0.02% | 0.0% | 394 | +260 | 1857.14% | Q1 2026 | May 01, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 263 | 37 | 0.01% | — | 396 | +263 | New | Q1 2026 | Apr 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 256 | 36 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 247 | 35 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 234 | 33 | 0.0% | 0.0% | 399 | +150 | 178.57% | Q1 2026 | Apr 24, 2026 |
| Signature Equity Partners, LLC | History | Added to | 234 | 33 | 0.02% | 0.01% | 400 | +25 | 11.96% | Q1 2026 | May 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 232 | 32 | 0.01% | 0.01% | 401 | +16 | 7.41% | Q1 2026 | May 13, 2026 |
| ADAMS NATURAL RESOURCES FUND, INC. | History | No change | 225 | 31 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 215 | 30 | 0.0% | 0.0% | 403 | -196 | -47.69% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | No change | 212 | 30 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| V-Square Quantitative Management LLC | History | New | 207 | 29 | 0.0% | — | 405 | +207 | New | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Added to | 190 | 27 | 0.0% | 0.0% | 407 | +74 | 63.79% | Q1 2026 | May 06, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 194 | 27 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 254 | 23 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 157 | 22 | 0.0% | — | 410 | +150 | 2142.86% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 156 | 22 | 0.0% | 0.0% | 409 | +15 | 10.64% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 143 | 20 | 0.0% | 0.0% | 411 | +4 | 2.88% | Q1 2026 | May 13, 2026 |
| Deseret Mutual Benefit Administrators | History | New | 135 | 19 | 0.01% | — | 412 | +135 | New | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | No change | 131 | 18 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 120 | 17 | 0.0% | — | 414 | +112 | 1400.0% | Q1 2026 | May 14, 2026 |
| Clearstead Trust, LLC | History | Added to | 117 | 16 | 0.0% | 0.0% | 416 | +7 | 6.36% | Q1 2026 | May 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 115 | 16 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Valued Wealth Advisors LLC | History | New | 106 | 15 | 0.01% | — | 418 | +106 | New | Q1 2026 | Apr 30, 2026 |
| Financial Management Professionals, Inc. | History | No change | 110 | 15 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 14 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | No change | 97 | 13 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 87 | 12 | 0.0% | 0.0% | 421 | +7 | 8.75% | Q1 2026 | Apr 30, 2026 |
| SWAN Capital LLC | History | No change | 88 | 12 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 84 | 11 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 73 | 10 | 0.0% | 0.0% | 424 | +40 | 121.21% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 74 | 10 | 0.0% | 0.0% | 425 | +18 | 32.14% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | Added to | 67 | 9 | 0.0% | 0.0% | 427 | +37 | 123.33% | Q1 2026 | Apr 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 70 | 9 | 0.0% | 0.0% | 426 | +19 | 37.25% | Q1 2026 | May 07, 2026 |
| CVA Family Office, LLC | History | Added to | 61 | 8 | 0.0% | 0.0% | 428 | +38 | 165.22% | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Co / SC | History | Added to | 58 | 8 | 0.0% | 0.0% | 430 | +30 | 107.14% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 58 | 8 | 0.0% | 0.0% | 429 | -6 | -9.38% | Q1 2026 | Apr 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 50 | 7 | 0.0% | — | 432 | +48 | 2400.0% | Q1 2026 | Apr 23, 2026 |
| Sachetta, LLC | History | Added to | 54 | 7 | 0.0% | — | 433 | +48 | 800.0% | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | Reduced | 55 | 7 | 0.0% | 0.0% | 431 | -19 | -25.68% | Q1 2026 | Apr 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 49 | 6 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 41 | 5 | 0.0% | — | 436 | +41 | New | Q1 2026 | Apr 24, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 36 | 5 | 0.0% | — | 437 | +36 | New | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evergreen Advisors, LLC | History | New | 30 | 4 | 0.0% | — | 442 | +30 | New | Q1 2026 | May 05, 2026 |
| J.Safra Asset Management Corp | History | Added to | 34 | 4 | 0.0% | 0.0% | 440 | +16 | 88.89% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 34 | 4 | 0.0% | 0.0% | 438 | +7 | 25.93% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 31 | 4 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 32 | 4 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Activest Wealth Management | History | New | 22 | 3 | 0.0% | — | 447 | +22 | New | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 25 | 3 | 0.0% | 0.0% | 446 | -5 | -16.67% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 28 | 3 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 21 | 2 | 0.0% | — | 456 | +21 | New | Q1 2026 | May 08, 2026 |
| IFM Investors Pty Ltd | History | New | 19 | 2 | 0.0% | — | 453 | +19 | New | Q1 2026 | Apr 23, 2026 |
| Investors Portfolio Services LLC | History | New | 18 | 2 | 0.0% | — | 458 | +18 | New | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 17 | 2 | 0.0% | — | 454 | +17 | New | Q1 2026 | May 19, 2026 |
| Ascentis Independent Advisors | History | New | 17 | 2 | 0.0% | — | 455 | +17 | New | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | New | 17 | 2 | 0.0% | — | 457 | +17 | New | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 19 | 2 | 0.0% | — | 451 | +16 | 533.33% | Q1 2026 | Apr 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 20 | 2 | 0.0% | 0.0% | 452 | +8 | 66.67% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 18 | 2 | 0.0% | 0.0% | 450 | +6 | 50.0% | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | No change | 16 | 2 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WFA of San Diego, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 8 | 1 | 0.0% | 0.03% | 463 | -42,498 | -99.98% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | Reduced | 10 | 1 | 0.0% | 0.01% | 472 | -1,228 | -99.19% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 461 | -124 | -92.54% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | New | 13 | 1 | 0.0% | — | 476 | +13 | New | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | New | 11 | 1 | 0.0% | — | 474 | +11 | New | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | New | 11 | 1 | 0.0% | — | 477 | +11 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 10 | 1 | 0.0% | — | 475 | +10 | New | Q1 2026 | Apr 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 10 | 1 | 0.0% | — | 478 | +10 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 8 | 1 | 0.0% | — | 473 | +8 | New | Q1 2026 | May 15, 2026 |
| Cromwell Holdings LLC | History | Added to | 9 | 1 | 0.0% | — | 468 | +3 | 50.0% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 13 | 1 | 0.0% | 0.0% | 464 | +2 | 18.18% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 11 | 1 | 0.0% | 0.0% | 465 | -1 | -8.33% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 9 | 1 | 0.0% | — | 459 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 11 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10 | 1 | 0.0% | — | 462 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 12 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| American Capital Advisory, LLC | History | No change | 8 | 1 | 0.0% | — | 470 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 10 | 1 | 0.0% | — | 471 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Encompass Capital Advisors LLC | History | Closed out | 0 | 0 | — | 1.48% | — | -391,127 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -349,204 | -100.0% | Q1 2026 | May 06, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.26% | — | -199,953 | -100.0% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -139,071 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -71,093 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -70,000 | -100.0% | Q1 2026 | May 07, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -42,210 | -100.0% | Q1 2026 | May 14, 2026 |
| Corigliano Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -32,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,493 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -26,153 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Madison Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,950 | -100.0% | Q1 2026 | May 07, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -23,945 | -100.0% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,852 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.23% | — | -17,656 | -100.0% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.24% | — | -16,689 | -100.0% | Q1 2026 | May 12, 2026 |
| Turas Capital Management LP | History | Closed out | 0 | 0 | — | 0.52% | — | -16,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -14,900 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kore Advisors LP | History | Closed out | 0 | 0 | — | 0.95% | — | -14,000 | -100.0% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,592 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,919 | -100.0% | Q1 2026 | May 15, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Closed out | 0 | 0 | — | 0.35% | — | -7,867 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,754 | -100.0% | Q1 2026 | May 14, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,363 | -100.0% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,202 | -100.0% | Q1 2026 | May 07, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,666 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,601 | -100.0% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -5,960 | -100.0% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,401 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,228 | -100.0% | Q1 2026 | May 12, 2026 |
| Provenance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,532 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,473 | -100.0% | Q1 2026 | Apr 24, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,425 | -100.0% | Q1 2026 | May 08, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,326 | -100.0% | Q1 2026 | May 12, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -3,241 | -100.0% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,976 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,830 | -100.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,759 | -100.0% | Q1 2026 | May 12, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,324 | -100.0% | Q1 2026 | May 12, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,202 | -100.0% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -771 | -100.0% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -296 | -98.67% | Q1 2026 | Apr 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -53 | -91.38% | Q1 2026 | May 06, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 11, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 1 | 0 | — | 0.0% | — | -22 | -95.65% | Q1 2026 | Apr 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2 | 0 | — | 0.0% | — | -17 | -89.47% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 3 | 0 | — | — | — | -4 | -57.14% | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 08, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Distillate Capital Partners LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bare Financial Services, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ransom Advisory, Ltd | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sunrise Financial Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |