COHEN & STEERS, INC. - CNS
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 | 4,384,005 | 274,219 | 0.0% | 0.0% | 1 | +101,729 | 2.38% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,237,447 | 203,246 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WASATCH ADVISORS LP | History | Added to | 2,097,509 | 131,199 | 0.87% | 0.75% | 3 | +96,105 | 4.8% | Q1 2026 | Apr 21, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,651,064 | 103,274 | 0.01% | — | 4 | +1,651,064 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,257,462 | 78,654 | 0.0% | — | 5 | +1,257,462 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,174,579 | 73,466 | 0.02% | 0.01% | 6 | +50,580 | 4.5% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 1,148,561 | 71,842 | 0.0% | 0.0% | 7 | -32,050 | -2.71% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 967,016 | 60,486 | 0.01% | 0.01% | 8 | -164,972 | -14.57% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 821,178 | 51,364 | 0.01% | 0.01% | 9 | +51,029 | 6.63% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 809,445 | 50,639 | 0.0% | 0.0% | 10 | +32,491 | 4.18% | Q1 2026 | May 15, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 804,516 | 50,322 | 1.12% | 1.13% | 11 | -216 | -0.03% | Q1 2026 | May 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 684,949 | 42,843 | 0.03% | 0.02% | 12 | +77,317 | 12.72% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Reduced | 558,433 | 34,929 | 0.29% | 0.3% | 13 | -73,670 | -11.65% | Q1 2026 | Apr 24, 2026 |
| NORGES BANK | History | No change | 481,557 | 30,232 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 447,177 | 27,971 | 0.0% | 0.0% | 15 | +36,405 | 8.86% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 426,388 | 26,670 | 0.0% | 0.0% | 16 | -1,348 | -0.32% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | New | 421,469 | 26,362 | 0.14% | — | 17 | +421,469 | New | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 420,989 | 26,332 | 0.02% | 0.01% | 18 | +255,928 | 155.05% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 357,547 | 22,364 | 0.06% | 0.04% | 19 | +106,977 | 42.69% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 353,147 | 22,090 | 0.19% | 0.19% | 20 | -3,987 | -1.12% | Q1 2026 | May 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 340,351 | 21,288 | 0.02% | 0.02% | 21 | -88,654 | -20.67% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 328,124 | 20,524 | 0.0% | 0.0% | 22 | +202,385 | 160.96% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 312,532 | 19,548 | 0.0% | 0.0% | 23 | -2,189 | -0.7% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 303,095 | 18,958 | 0.19% | 0.18% | 24 | +9,745 | 3.32% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 279,297 | 17,470 | 0.09% | 0.08% | 25 | +30,039 | 12.05% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 247,378 | 15,473 | 0.0% | 0.0% | 26 | -9,515 | -3.7% | Q1 2026 | Apr 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 245,440 | 15,352 | 0.01% | 0.01% | 27 | -193,386 | -44.07% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 240,690 | 15,055 | 0.01% | 0.0% | 28 | +164,514 | 215.97% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 242,437 | 15,047 | 0.0% | 0.0% | 29 | +70,796 | 41.25% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 201,345 | 12,594 | 0.0% | 0.0% | 30 | -214,233 | -51.55% | Q1 2026 | May 15, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 191,162 | 11,965 | 0.74% | 0.69% | 31 | -9,537 | -4.75% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 190,709 | 11,928 | 0.0% | — | 32 | +190,709 | New | Q1 2026 | May 08, 2026 |
| GABELLI FUNDS LLC | History | Added to | 190,395 | 11,909 | 0.08% | 0.06% | 33 | +52,400 | 37.97% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 175,622 | 10,986 | 0.01% | 0.01% | 34 | -4,386 | -2.44% | Q1 2026 | May 13, 2026 |
| BAMCO INC /NY/ | History | No change | 165,076 | 10,325 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | Reduced | 160,709 | 10,052 | 7.22% | 6.09% | 36 | -46,914 | -22.6% | Q1 2026 | May 15, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 156,235 | 9,772 | 1.69% | 1.09% | 37 | +49,150 | 45.9% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Added to | 147,711 | 9,239 | 0.0% | 0.0% | 38 | +67,029 | 83.08% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 135,693 | 8,487 | 0.01% | 0.01% | 39 | -182,183 | -57.31% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 134,647 | 8,422 | 0.0% | 0.0% | 40 | +2,944 | 2.24% | Q1 2026 | May 04, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 125,665 | 7,860 | 0.15% | 0.19% | 41 | -51,378 | -29.02% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 124,010 | 7,756 | 0.0% | 0.0% | 42 | +17,181 | 16.08% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 121,122 | 7,576 | 0.0% | 0.0% | 43 | +46,097 | 61.44% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 116,593 | 7,292 | 0.02% | 0.03% | 44 | -25,932 | -18.19% | Q1 2026 | May 13, 2026 |
| Marathon Partners Equity Management, LLC | History | Added to | 114,500 | 7,161 | 8.11% | 4.68% | 45 | +39,500 | 52.67% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 108,049 | 6,758 | 0.0% | 0.0% | 46 | -58,238 | -35.02% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 109,488 | 6,720 | 0.0% | 0.0% | 47 | +10,003 | 10.05% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 101,381 | 6,341 | 0.03% | 0.02% | 48 | +1,603 | 1.61% | Q1 2026 | Apr 30, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | Reduced | 100,682 | 6,298 | 1.22% | 1.2% | 49 | -2,798 | -2.7% | Q1 2026 | May 05, 2026 |
| ProShare Advisors LLC | History | Reduced | 99,756 | 6,239 | 0.01% | 0.01% | 50 | -839 | -0.83% | Q1 2026 | Apr 24, 2026 |
| Jain Global LLC | History | Added to | 96,565 | 6,040 | 0.02% | 0.0% | 51 | +88,736 | 1133.43% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 96,398 | 6,029 | 0.0% | 0.0% | 52 | -12,953 | -11.85% | Q1 2026 | May 05, 2026 |
| ALPS ADVISORS INC | History | Reduced | 86,505 | 5,410 | 0.03% | 0.03% | 53 | -4,187 | -4.62% | Q1 2026 | May 08, 2026 |
| Voleon Capital Management LP | History | Reduced | 82,621 | 5,167 | 0.11% | 0.16% | 54 | -34,324 | -29.35% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 76,332 | 4,774 | 0.02% | 0.04% | 55 | -101,452 | -57.06% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 75,296 | 4,709 | 0.0% | 0.0% | 56 | +1,252 | 1.69% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 71,942 | 4,499 | 0.0% | 0.0% | 57 | -3,975 | -5.24% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 69,192 | 4,327 | 0.0% | 0.0% | 58 | +39,300 | 131.47% | Q1 2026 | May 12, 2026 |
| Taylor Hoffman Capital Management LLC | History | Added to | 68,351 | 4,275 | 1.32% | 1.23% | 59 | +3,812 | 5.91% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 68,117 | 4,260 | 0.0% | 0.0% | 60 | -21,031 | -23.59% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 68,067 | 4,257 | 0.0% | 0.0% | 61 | +46,159 | 210.69% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 67,400 | 4,215 | 0.03% | — | 62 | +67,400 | New | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 63,212 | 3,953 | 0.01% | 0.01% | 63 | -18,300 | -22.45% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 59,600 | 3,741 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | No change | 55,400 | 3,465 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 54,813 | 3,428 | 0.36% | 0.4% | 66 | -2,302 | -4.03% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 53,775 | 3,363 | 0.0% | 0.0% | 67 | +866 | 1.64% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 49,022 | 3,066 | 0.05% | 0.03% | 68 | +29,878 | 156.07% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 46,546 | 2,911 | 0.0% | 0.0% | 69 | -2,132 | -4.38% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 45,548 | 2,849 | 0.0% | 0.0% | 70 | +18,181 | 66.43% | Q1 2026 | May 13, 2026 |
| Holocene Advisors, LP | History | Added to | 40,141 | 2,510 | 0.01% | 0.0% | 71 | +11,395 | 39.64% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 39,174 | 2,450 | 0.0% | 0.0% | 72 | -3,929 | -9.12% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 38,499 | 2,408 | 0.0% | 0.0% | 73 | -19,321 | -33.42% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 36,751 | 2,298 | 0.0% | 0.0% | 74 | +9,880 | 36.77% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 35,979 | 2,251 | 0.0% | 0.0% | 75 | +1,516 | 4.4% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 35,209 | 2,202 | 0.02% | 0.02% | 76 | +5,121 | 17.02% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 34,216 | 2,148 | 0.0% | 0.0% | 77 | -3,468 | -9.2% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 32,944 | 2,061 | 0.0% | 0.0% | 78 | +4,010 | 13.86% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 32,895 | 2,058 | 0.0% | 0.0% | 79 | -386 | -1.16% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 31,331 | 1,959 | 0.0% | 0.0% | 80 | -485 | -1.52% | Q1 2026 | May 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 30,849 | 1,929 | 0.02% | 0.02% | 81 | +2,651 | 9.4% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,815 | 1,927 | 0.0% | 0.0% | 82 | +11,895 | 62.87% | Q1 2026 | May 15, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 30,041 | 1,879 | 0.44% | 0.37% | 83 | +4,462 | 17.44% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 28,419 | 1,777 | 0.01% | 0.0% | 84 | +19,599 | 222.21% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 28,390 | 1,775 | 0.0% | 0.0% | 85 | +2,655 | 10.32% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 28,070 | 1,755 | 0.0% | 0.01% | 86 | -10,394 | -27.02% | Q1 2026 | May 11, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 26,002 | 1,626 | 0.27% | — | 87 | +26,002 | New | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 25,379 | 1,587 | 0.0% | 0.0% | 88 | +2,798 | 12.39% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 24,423 | 1,527 | 0.01% | 0.01% | 89 | +315 | 1.31% | Q1 2026 | May 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 22,916 | 1,433 | 0.0% | — | 90 | +22,916 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,435 | 1,340 | 0.0% | — | 91 | +21,435 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 19,812 | 1,239 | 0.01% | 0.01% | 92 | +941 | 4.99% | Q1 2026 | Apr 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 19,277 | 1,205 | 0.0% | 0.0% | 93 | -5,625 | -22.59% | Q1 2026 | May 04, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 19,089 | 1,194 | 0.11% | 0.18% | 94 | -43,875 | -69.68% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 18,968 | 1,186 | 0.6% | — | 95 | +18,968 | New | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,385 | 1,150 | 0.0% | 0.0% | 96 | -542 | -2.86% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,172 | 1,136 | 0.0% | 0.0% | 97 | +4,015 | 28.36% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | New | 17,142 | 1,072 | 0.0% | — | 98 | +17,142 | New | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 16,958 | 1,060 | 0.0% | 0.01% | 99 | -236,809 | -93.32% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | New | 16,769 | 1,048 | 0.0% | — | 100 | +16,769 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,905 | 994 | 0.01% | 0.01% | 101 | -428 | -2.62% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 15,579 | 974 | 0.04% | 0.01% | 102 | +9,369 | 150.87% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 15,207 | 951 | 0.01% | 0.01% | 103 | -8,910 | -36.94% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 14,833 | 927 | 0.01% | 0.01% | 104 | -391 | -2.57% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | Reduced | 14,449 | 903 | 0.0% | 0.03% | 105 | -156,124 | -91.53% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 13,880 | 868 | 0.01% | 0.03% | 106 | -26,927 | -65.99% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 13,570 | 848 | 0.0% | 0.0% | 107 | -1,154 | -7.84% | Q1 2026 | May 15, 2026 |
| QSV Equity Investors LLC | History | No change | 13,074 | 820 | 1.21% | 1.21% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | New | 13,057 | 816 | 0.0% | — | 109 | +13,057 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,009 | 813 | 0.0% | 0.0% | 110 | +104 | 0.81% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 12,902 | 807 | 0.0% | 0.0% | 112 | -8,694 | -40.26% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 12,909 | 807 | 0.0% | 0.0% | 111 | +8,243 | 176.66% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,391 | 774 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,200 | 763 | 0.01% | 0.01% | 114 | -400 | -3.17% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,685 | 730 | 0.0% | 0.0% | 115 | +7,417 | 173.78% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 11,601 | 725 | 0.0% | 0.01% | 116 | -48,233 | -80.61% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 10,959 | 685 | 0.0% | — | 117 | +10,959 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 10,293 | 643 | 0.0% | 0.0% | 118 | -3,534 | -25.56% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 10,171 | 636 | 0.0% | 0.0% | 119 | +4,912 | 93.4% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | New | 10,144 | 634 | 0.0% | — | 120 | +10,144 | New | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 9,648 | 603 | 0.05% | 0.03% | 121 | +3,000 | 45.13% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,933 | 558 | 0.0% | 0.0% | 122 | -114 | -1.26% | Q1 2026 | May 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,919 | 557 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 8,736 | 546 | 0.0% | 0.0% | 124 | +1,926 | 28.28% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Reduced | 8,599 | 537 | 0.0% | 0.01% | 125 | -72,869 | -89.44% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 8,551 | 535 | 0.0% | 0.0% | 126 | +2,500 | 41.32% | Q1 2026 | Apr 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,492 | 531 | 0.02% | 0.01% | 127 | +3,519 | 70.76% | Q1 2026 | May 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 8,273 | 517 | 0.0% | — | 128 | +8,273 | New | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 8,234 | 515 | 0.04% | 0.04% | 129 | +788 | 10.58% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 8,128 | 508 | 0.0% | 0.0% | 130 | +3,086 | 61.21% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,109 | 507 | 0.0% | 0.0% | 131 | -5,341 | -39.71% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 8,108 | 507 | 0.0% | 0.0% | 132 | +1,106 | 15.8% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 8,051 | 503 | 0.02% | 0.03% | 133 | -1,450 | -15.26% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,940 | 497 | 0.0% | 0.0% | 134 | -68 | -0.85% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,844 | 491 | 0.0% | 0.0% | 135 | +2,736 | 53.56% | Q1 2026 | Apr 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,829 | 489 | 0.0% | 0.0% | 136 | +1,197 | 18.05% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 7,700 | 481 | 0.05% | 0.12% | 138 | -18,737 | -70.87% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 7,705 | 481 | 0.0% | 0.0% | 137 | -137 | -1.75% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,674 | 480 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 7,624 | 476 | 0.0% | 0.01% | 140 | -5,579 | -42.26% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,367 | 460 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,337 | 458 | 0.0% | 0.0% | 142 | -1,086 | -12.89% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,306 | 456 | 0.01% | 0.01% | 143 | -100 | -1.35% | Q1 2026 | Apr 24, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,232 | 452 | 0.0% | 0.0% | 144 | +1,026 | 16.53% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 7,135 | 446 | 0.01% | 0.01% | 145 | +70 | 0.99% | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 6,864 | 429 | 0.01% | — | 146 | +6,864 | New | Q1 2026 | May 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,812 | 426 | 0.0% | 0.0% | 148 | -7 | -0.1% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,816 | 426 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 6,735 | 421 | 0.0% | 0.0% | 149 | +579 | 9.41% | Q1 2026 | May 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 6,671 | 417 | 0.0% | — | 150 | +6,671 | New | Q1 2026 | Apr 24, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,492 | 406 | 0.0% | — | 151 | +6,492 | New | Q1 2026 | May 08, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 6,480 | 405 | 0.01% | 0.01% | 152 | -500 | -7.16% | Q1 2026 | Apr 30, 2026 |
| Tidal Investments LLC | History | Added to | 6,432 | 402 | 0.0% | 0.0% | 153 | +1,137 | 21.47% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,338 | 396 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,239 | 390 | 0.0% | 0.0% | 155 | -195,114 | -96.9% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | New | 6,180 | 386 | 0.01% | — | 156 | +6,180 | New | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 6,165 | 385 | 0.11% | 0.19% | 157 | -1,694 | -21.55% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,100 | 381 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,979 | 373 | 0.0% | 0.0% | 159 | +189 | 3.26% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,854 | 366 | 0.0% | 0.01% | 160 | -3,782 | -39.25% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 5,706 | 357 | 0.0% | 0.0% | 161 | -11,788 | -67.38% | Q1 2026 | Apr 16, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,535 | 346 | 0.0% | 0.0% | 162 | -845 | -13.24% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | New | 5,527 | 345 | 0.0% | — | 163 | +5,527 | New | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Reduced | 5,341 | 334 | 0.0% | 0.0% | 164 | -451 | -7.79% | Q1 2026 | May 11, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 5,319 | 332 | 0.0% | 0.0% | 165 | -590 | -9.98% | Q1 2026 | Apr 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,282 | 330 | 0.0% | 0.0% | 166 | +324 | 6.53% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 4,597 | 313 | 0.0% | 0.0% | 167 | -519 | -10.14% | Q1 2026 | May 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,918 | 307 | 0.0% | 0.0% | 168 | -120 | -2.38% | Q1 2026 | May 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 4,880 | 305 | 0.0% | 0.02% | 169 | -11,010 | -69.29% | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | New | 4,870 | 304 | 0.09% | — | 170 | +4,870 | New | Q1 2026 | Apr 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,858 | 303 | 0.0% | 0.0% | 171 | +1,579 | 48.15% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,847 | 303 | 0.01% | 0.01% | 172 | -789 | -14.0% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,792 | 299 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mendel Capital Management LLC | History | New | 4,611 | 288 | 0.14% | — | 174 | +4,611 | New | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | New | 4,378 | 282 | 0.08% | — | 176 | +4,378 | New | Q1 2026 | Apr 17, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,518 | 282 | 0.01% | 0.02% | 175 | -1,661 | -26.88% | Q1 2026 | Apr 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 4,454 | 277 | 0.0% | 0.0% | 177 | +1,013 | 29.44% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,184 | 262 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,108 | 256 | 0.0% | 0.0% | 179 | +66 | 1.63% | Q1 2026 | May 08, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,041 | 252 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| iSAM Funds (UK) Ltd | History | New | 3,821 | 239 | 0.12% | — | 181 | +3,821 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | New | 3,653 | 228 | 0.0% | — | 182 | +3,653 | New | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 3,617 | 226 | 0.0% | — | 183 | +3,617 | New | Q1 2026 | May 04, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 3,597 | 225 | 0.03% | 0.04% | 184 | -78 | -2.12% | Q1 2026 | Apr 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 3,572 | 223 | 0.0% | 0.0% | 185 | -26,950 | -88.3% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | New | 3,500 | 218 | 0.0% | — | 186 | +3,500 | New | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | New | 3,481 | 217 | 0.0% | — | 187 | +3,481 | New | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | New | 3,237 | 202 | 0.04% | — | 188 | +3,237 | New | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,226 | 201 | 0.0% | 0.01% | 189 | -121 | -3.62% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2,700 | 168 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,614 | 159 | 0.0% | 0.0% | 191 | +1,854 | 243.95% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 2,500 | 158 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,319 | 145 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,234 | 139 | 0.0% | 0.0% | 194 | +989 | 79.44% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | New | 2,125 | 132 | 0.02% | — | 195 | +2,125 | New | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,997 | 124 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 1,973 | 123 | 0.0% | 0.0% | 197 | +46 | 2.39% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,326 | 88 | 0.0% | 0.0% | 198 | +778 | 141.97% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 1,230 | 77 | 0.05% | 0.08% | 200 | -1,306 | -51.5% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,236 | 77 | 0.01% | 0.01% | 199 | +41 | 3.43% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,200 | 75 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | Added to | 1,018 | 63 | 0.0% | 0.0% | 202 | +959 | 1625.42% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 985 | 62 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 937 | 58 | 0.0% | 0.0% | 204 | +356 | 61.27% | Q1 2026 | Apr 07, 2026 |
| TEMA ETFS LLC | History | No change | 936 | 58 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 900 | 56 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 877 | 55 | 0.0% | 0.0% | 207 | +270 | 44.48% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 892 | 55 | 0.0% | 0.0% | 208 | +17 | 1.94% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 857 | 53 | 0.0% | 0.0% | 209 | +158 | 22.6% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Added to | 767 | 47 | 0.0% | 0.0% | 211 | +104 | 15.69% | Q1 2026 | Apr 06, 2026 |
| ASSETMARK, INC | History | Added to | 758 | 47 | 0.0% | 0.0% | 210 | +82 | 12.13% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 656 | 41 | 0.0% | 0.0% | 212 | +445 | 210.9% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 640 | 40 | 0.0% | — | 213 | +640 | New | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 610 | 38 | 0.0% | 0.0% | 214 | +287 | 88.85% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 561 | 35 | 0.0% | 0.0% | 215 | +136 | 32.0% | Q1 2026 | May 01, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 573 | 35 | 0.0% | 0.0% | 216 | -14 | -2.39% | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 480 | 30 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 478 | 29 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 450 | 28 | 0.0% | 0.0% | 219 | +317 | 238.35% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 431 | 27 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 393 | 24 | 0.0% | 0.0% | 221 | -11 | -2.72% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 352 | 22 | 0.0% | 0.0% | 222 | +33 | 10.34% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 347 | 21 | 0.0% | — | 223 | +347 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 328 | 20 | 0.01% | 0.0% | 225 | +303 | 1212.0% | Q1 2026 | May 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 322 | 20 | 0.0% | 0.0% | 224 | +234 | 265.91% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 308 | 19 | 0.0% | 0.0% | 226 | +42 | 15.79% | Q1 2026 | Apr 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 258 | 17 | 0.0% | 0.0% | 227 | -33 | -11.34% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 271 | 16 | 0.0% | 0.0% | 228 | +139 | 105.3% | Q1 2026 | Apr 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 240 | 15 | 0.0% | — | 232 | +240 | New | Q1 2026 | Apr 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 246 | 15 | 0.0% | 0.0% | 229 | -64 | -20.65% | Q1 2026 | Apr 22, 2026 |
| Centerpoint Advisors, LLC | History | No change | 240 | 15 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 250 | 15 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 228 | 14 | 0.0% | — | 235 | +228 | New | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 228 | 14 | 0.0% | 0.0% | 234 | +184 | 418.18% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 226 | 14 | 0.0% | 0.0% | 233 | +177 | 361.22% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 210 | 13 | 0.0% | 0.0% | 236 | -569 | -73.04% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | No change | 218 | 13 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 181 | 11 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | New | 160 | 10 | 0.0% | — | 242 | +160 | New | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | No change | 175 | 10 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 162 | 10 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 175 | 10 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 156 | 9 | 0.0% | 0.0% | 243 | -23 | -12.85% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quantbot Technologies LP | History | Reduced | 121 | 7 | 0.0% | 0.01% | 245 | -5,788 | -97.95% | Q1 2026 | May 13, 2026 |
| Arlington Trust Co LLC | History | New | 101 | 6 | 0.0% | — | 249 | +101 | New | Q1 2026 | Apr 08, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 100 | 6 | 0.0% | 0.01% | 247 | -58 | -36.71% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 100 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Park Place Capital Corp | History | No change | 96 | 6 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 82 | 5 | 0.0% | 0.0% | 250 | -356 | -81.28% | Q1 2026 | May 12, 2026 |
| Boreal Capital Management LLC | History | No change | 65 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 48 | 3 | 0.0% | 0.0% | 253 | -63 | -56.76% | Q1 2026 | Apr 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 57 | 3 | 0.0% | — | 256 | +57 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 55 | 3 | 0.0% | — | 257 | +55 | New | Q1 2026 | May 08, 2026 |
| Basepoint Wealth LLC | History | Added to | 63 | 3 | 0.0% | 0.0% | 255 | +1 | 1.61% | Q1 2026 | May 07, 2026 |
| First Eagle Investment Management, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 53 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | New | 45 | 2 | 0.0% | — | 265 | +45 | New | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | New | 41 | 2 | 0.0% | — | 264 | +41 | New | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 34 | 2 | 0.0% | 0.0% | 258 | -39 | -53.42% | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 40 | 2 | 0.0% | — | 261 | +34 | 566.67% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | New | 34 | 2 | 0.0% | — | 267 | +34 | New | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | New | 33 | 2 | 0.0% | — | 266 | +33 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 35 | 2 | 0.0% | — | 263 | +31 | 775.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 36 | 2 | 0.0% | 0.0% | 260 | +2 | 5.88% | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthCollab, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | New | 31 | 1 | 0.0% | — | 271 | +31 | New | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | New | 27 | 1 | 0.0% | — | 272 | +27 | New | Q1 2026 | Apr 15, 2026 |
| Cornerstone Financial Management LLC | History | New | 24 | 1 | 0.0% | — | 273 | +24 | New | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | Added to | 22 | 1 | 0.0% | — | 268 | +19 | 633.33% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 19 | 1 | 0.0% | — | 269 | +6 | 46.15% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -156,294 | -100.0% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -29,469 | -100.0% | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,258 | -100.0% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,752 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,224 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,472 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -14,812 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Pillar Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -14,008 | -100.0% | Q1 2026 | May 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,317 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,972 | -100.0% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,701 | -100.0% | Q1 2026 | May 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -5,648 | -100.0% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,885 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -4,300 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,254 | -100.0% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,095 | -100.0% | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,058 | -100.0% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,772 | -100.0% | Q1 2026 | May 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,256 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 7 | 0 | — | 0.02% | — | -1,317 | -99.47% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,160 | -100.0% | Q1 2026 | May 13, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -919 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -498 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -287 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 18, 2026 |
| WPG Advisers, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -53 | -98.15% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 15 | 0 | — | — | — | +13 | 650.0% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +8 | 800.0% | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 24, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q1 2026 | Apr 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 06, 2026 |
| Wall Street Financial Group, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Added to | 14 | 0 | — | — | — | +5 | 55.56% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| American Capital Advisory, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q1 2026 | May 08, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| S&T BANK/PA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CNB Bank | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AlphaQuest LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MidFirst Bank | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |