Coca-Cola Consolidated, Inc. - COKE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 5,245,087 | 1,005,693 | 0.02% | 0.01% | 1 | +156,373 | 3.07% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,686,058 | 871,672 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,959,084 | 567,374 | 0.03% | — | 3 | +2,959,084 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,541,203 | 487,250 | 0.01% | — | 4 | +2,541,203 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,017,368 | 386,810 | 0.28% | 0.23% | 5 | -19,715 | -0.97% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Reduced | 2,010,112 | 385,436 | 0.4% | 0.37% | 6 | -319,531 | -13.72% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 1,744,164 | 334,426 | 0.01% | 0.01% | 7 | +49,236 | 2.9% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,607,659 | 308,304 | 0.02% | 0.01% | 8 | +199,544 | 14.17% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Added to | 1,463,682 | 280,646 | 5.21% | 4.13% | 9 | +1,302 | 0.09% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,288,251 | 244,741 | 0.11% | 0.12% | 10 | -161,911 | -11.17% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 1,450,800 | 222,407 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 972,176 | 186,357 | 0.04% | 0.04% | 12 | -143,325 | -12.85% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 485,303 | 93,052 | 0.01% | 0.0% | 13 | +84,571 | 21.1% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 474,510 | 90,982 | 0.01% | 0.01% | 14 | +14,227 | 3.09% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 466,726 | 89,490 | 0.01% | 0.01% | 15 | -3,011 | -0.64% | Q1 2026 | May 15, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 443,615 | 85,058 | 0.85% | 0.86% | 16 | -130,550 | -22.74% | Q1 2026 | Apr 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 417,504 | 80,052 | 0.01% | 0.01% | 17 | +6,063 | 1.47% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 383,570 | 73,545 | 0.04% | 0.03% | 18 | +20,944 | 5.78% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 382,270 | 73,296 | 0.11% | 0.08% | 19 | +45,300 | 13.44% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 370,074 | 70,951 | 0.12% | 0.0% | 20 | +360,319 | 3693.69% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 352,444 | 67,577 | 0.02% | — | 21 | +352,444 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 316,821 | 60,747 | 0.0% | 0.0% | 22 | +71,304 | 29.04% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 284,438 | 54,538 | 0.07% | 0.06% | 23 | +464 | 0.16% | Q1 2026 | Apr 27, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 271,112 | 51,983 | 0.18% | 0.12% | 24 | +37,081 | 15.84% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 258,368 | 49,539 | 0.02% | 0.01% | 25 | +32,421 | 14.35% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 257,592 | 49,390 | 0.01% | 0.01% | 26 | -1,870 | -0.72% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 256,144 | 49,114 | 0.01% | 0.0% | 27 | +6,158 | 2.46% | Q1 2026 | May 15, 2026 |
| Vest Financial, LLC | History | Added to | 244,699 | 46,918 | 0.56% | 0.45% | 28 | +12,102 | 5.2% | Q1 2026 | Apr 23, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 229,409 | 43,987 | 0.14% | 0.12% | 29 | -36,172 | -13.62% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 220,884 | 42,352 | 0.0% | 0.0% | 30 | +37,459 | 20.42% | Q1 2026 | May 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 213,673 | 40,969 | 0.07% | 0.05% | 31 | +22,765 | 11.92% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 203,768 | 39,070 | 0.01% | 0.02% | 32 | -113,609 | -35.8% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 203,091 | 38,940 | 0.02% | 0.02% | 33 | -3,827 | -1.85% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 202,457 | 38,819 | 0.02% | 0.01% | 34 | +79,171 | 64.22% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 208,194 | 38,680 | 0.0% | 0.0% | 35 | +68,902 | 49.47% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 194,704 | 37,332 | 0.01% | 0.0% | 36 | +77,192 | 65.69% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 185,244 | 35,518 | 0.01% | 0.0% | 37 | +78,905 | 74.2% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 177,636 | 34,059 | 0.0% | 0.0% | 38 | -7,248 | -3.92% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 166,667 | 31,956 | 0.01% | 0.0% | 39 | +127,107 | 321.3% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 164,913 | 31,620 | 0.03% | 0.02% | 40 | +57,238 | 53.16% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 161,888 | 31,040 | 0.02% | 0.01% | 41 | -20,585 | -11.28% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 152,174 | 29,177 | 0.01% | 0.0% | 42 | +59,788 | 64.72% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 151,157 | 28,982 | 0.02% | 0.02% | 43 | +3,985 | 2.71% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 149,628 | 28,690 | 0.11% | 0.12% | 44 | -55,600 | -27.09% | Q1 2026 | May 14, 2026 |
| Arbejdsmarkedets Tillaegspension | History | No change | 134,400 | 25,769 | 0.64% | 0.52% | 45 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 131,742 | 25,257 | 0.01% | 0.01% | 46 | -16,542 | -11.16% | Q1 2026 | May 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 128,458 | 24,630 | 0.01% | 0.0% | 47 | +1,843 | 1.46% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 127,380 | 24,289 | 0.01% | 0.0% | 48 | +87,829 | 222.07% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 126,479 | 24,251 | 0.01% | 0.01% | 49 | +4,831 | 3.97% | Q1 2026 | May 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 122,218 | 23,434 | 0.06% | 0.03% | 50 | +53,797 | 78.63% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 121,536 | 23,303 | 0.01% | 0.01% | 51 | +7,621 | 6.69% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 114,423 | 21,939 | 0.33% | 0.26% | 52 | +6,401 | 5.93% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 113,362 | 21,736 | 0.01% | 0.0% | 53 | -4,924 | -4.16% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 113,281 | 21,720 | 0.01% | 0.01% | 54 | +7,631 | 7.22% | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 107,525 | 20,617 | 0.03% | 0.03% | 55 | -28,699 | -21.07% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 102,657 | 19,683 | 0.0% | 0.0% | 56 | +40,850 | 66.09% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 100,727 | 19,313 | 0.06% | 0.04% | 57 | +22,704 | 29.1% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 100,650 | 19,298 | 0.01% | 0.01% | 58 | +200 | 0.2% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 92,999 | 17,831 | 0.0% | 0.0% | 59 | +10,608 | 12.88% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 91,872 | 17,615 | 0.0% | 0.0% | 60 | +78,503 | 587.2% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 91,376 | 17,507 | 0.02% | 0.0% | 61 | +87,506 | 2261.14% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | Added to | 86,972 | 16,676 | 0.07% | 0.01% | 62 | +64,396 | 285.24% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 84,375 | 16,178 | 0.03% | 0.02% | 63 | +3,885 | 4.83% | Q1 2026 | May 14, 2026 |
| River Road Asset Management, LLC | History | Reduced | 82,750 | 15,866 | 0.18% | 0.21% | 64 | -41,255 | -33.27% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 79,461 | 15,235 | 0.0% | 0.0% | 65 | -10,224 | -11.4% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Added to | 79,047 | 15,156 | 0.33% | 0.19% | 66 | +21,271 | 36.82% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 76,280 | 14,625 | 0.22% | 0.18% | 67 | +1,525 | 2.04% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 75,662 | 14,507 | 0.06% | — | 68 | +75,662 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 73,133 | 14,022 | 0.0% | 0.0% | 69 | -9,719 | -11.73% | Q1 2026 | May 08, 2026 |
| Retirement Systems of Alabama | History | Reduced | 69,347 | 13,296 | 0.04% | 0.04% | 70 | -9,902 | -12.49% | Q1 2026 | Apr 24, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 69,272 | 13,282 | 0.33% | 0.28% | 71 | -3,794 | -5.19% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 67,131 | 12,871 | 0.01% | 0.01% | 72 | +7,950 | 13.43% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 66,278 | 12,708 | 0.0% | 0.0% | 73 | +8,382 | 14.48% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 66,027 | 12,660 | 0.03% | 0.02% | 74 | -6,064 | -8.41% | Q1 2026 | Apr 27, 2026 |
| Marathon Asset Management Ltd | History | Added to | 65,896 | 12,633 | 0.48% | 0.34% | 75 | +7,828 | 13.48% | Q1 2026 | Apr 24, 2026 |
| PEAK6 LLC | History | New | 62,100 | 11,907 | 0.03% | — | 76 | +62,100 | New | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 59,418 | 11,392 | 0.01% | 0.01% | 77 | +10,838 | 22.31% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 70,190 | 10,760 | 0.0% | 0.0% | 78 | -16,435 | -18.97% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 51,935 | 9,958 | 0.01% | 0.01% | 79 | -2,833 | -5.17% | Q1 2026 | May 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 50,775 | 9,735 | 0.11% | 0.08% | 80 | -1,937 | -3.67% | Q1 2026 | May 07, 2026 |
| Amundi | History | Reduced | 47,872 | 9,178 | 0.0% | 0.01% | 81 | -76,114 | -61.39% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 47,688 | 9,143 | 0.01% | — | 82 | +47,688 | New | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 47,100 | 9,030 | 0.02% | 0.02% | 83 | -46,911 | -49.9% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 46,299 | 8,877 | 0.01% | 0.0% | 84 | +13,675 | 41.92% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 45,507 | 8,725 | 0.0% | 0.0% | 85 | -21,500 | -32.09% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 43,936 | 8,424 | 0.01% | 0.01% | 86 | -1,771 | -3.87% | Q1 2026 | May 08, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 43,891 | 8,415 | 0.2% | 0.47% | 87 | -102,393 | -70.0% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 43,161 | 8,275 | 0.11% | 0.07% | 88 | +8,674 | 25.15% | Q1 2026 | May 05, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 53,253 | 8,163 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 42,430 | 8,135 | 0.02% | 0.01% | 90 | -368 | -0.86% | Q1 2026 | May 08, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 42,135 | 8,079 | 0.23% | 0.21% | 91 | -2,943 | -6.53% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 41,414 | 7,940 | 0.0% | 0.0% | 92 | -7,330 | -15.04% | Q1 2026 | May 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 40,910 | 7,844 | 0.01% | 0.01% | 93 | -5,191 | -11.26% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 40,601 | 7,784 | 0.01% | 0.0% | 94 | +31,079 | 326.39% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Reduced | 39,216 | 7,509 | 0.08% | 0.1% | 95 | -10,457 | -21.05% | Q1 2026 | May 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 38,727 | 7,425 | 0.03% | 0.01% | 96 | +14,773 | 61.67% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 37,954 | 7,277 | 0.04% | 0.03% | 97 | +3,598 | 10.47% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 37,607 | 7,210 | 0.02% | 0.01% | 98 | +11,458 | 43.82% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 36,005 | 6,903 | 0.01% | 0.01% | 99 | +2,719 | 8.17% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | New | 34,682 | 6,649 | 0.19% | — | 100 | +34,682 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 34,581 | 6,629 | 0.01% | 0.01% | 101 | -575 | -1.64% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 33,659 | 6,453 | 0.01% | 0.01% | 102 | -4,335 | -11.41% | Q1 2026 | May 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 33,639 | 6,449 | 0.67% | 0.62% | 103 | -2,213 | -6.17% | Q1 2026 | May 07, 2026 |
| CWA Asset Management Group, LLC | History | New | 33,471 | 6,417 | 0.22% | — | 104 | +33,471 | New | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | New | 33,246 | 6,374 | 0.02% | — | 105 | +33,246 | New | Q1 2026 | May 14, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 32,942 | 6,316 | 1.16% | 0.99% | 106 | -1,312 | -3.83% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 32,859 | 6,300 | 0.0% | 0.0% | 107 | +217 | 0.66% | Q1 2026 | May 12, 2026 |
| Bridgewater Associates, LP | History | Added to | 32,265 | 6,186 | 0.03% | 0.01% | 108 | +11,409 | 54.7% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,208 | 6,175 | 0.01% | 0.0% | 109 | +13,817 | 75.13% | Q1 2026 | May 05, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 31,708 | 6,079 | 1.9% | 1.57% | 110 | +662 | 2.13% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 30,958 | 5,935 | 0.01% | 0.0% | 111 | -16 | -0.05% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 30,792 | 5,904 | 0.01% | 0.0% | 112 | +20,393 | 196.11% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,649 | 5,876 | 0.01% | 0.01% | 113 | +2,254 | 7.94% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 30,453 | 5,839 | 0.03% | 0.02% | 114 | -3,960 | -11.51% | Q1 2026 | May 14, 2026 |
| L2 Asset Management, LLC | History | Added to | 30,109 | 5,773 | 0.55% | 0.54% | 115 | +3,630 | 13.71% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Added to | 29,600 | 5,675 | 0.12% | 0.0% | 116 | +27,600 | 1380.0% | Q1 2026 | May 14, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Reduced | 29,600 | 5,675 | 0.68% | 0.57% | 117 | -11,000 | -27.09% | Q1 2026 | May 07, 2026 |
| SG Americas Securities, LLC | History | Reduced | 28,501 | 5,465 | 0.01% | 0.03% | 118 | -113,388 | -79.91% | Q1 2026 | Apr 16, 2026 |
| MetLife Investment Management, LLC | History | Added to | 28,179 | 5,403 | 0.03% | 0.02% | 119 | +164 | 0.59% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Added to | 28,128 | 5,393 | 0.07% | 0.01% | 120 | +22,715 | 419.64% | Q1 2026 | May 14, 2026 |
| OP Asset Management Ltd | History | Added to | 28,044 | 5,377 | 0.07% | 0.01% | 121 | +22,511 | 406.85% | Q1 2026 | Apr 10, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 27,322 | 5,238 | 0.02% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 27,096 | 5,195 | 0.04% | 0.03% | 123 | +1,186 | 4.58% | Q1 2026 | May 08, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 25,913 | 4,968 | 0.01% | 0.0% | 124 | -1,311 | -4.82% | Q1 2026 | Apr 22, 2026 |
| Vanguard Global Advisers, LLC | History | New | 25,160 | 4,824 | 0.0% | — | 125 | +25,160 | New | Q1 2026 | May 08, 2026 |
| IMC-Chicago, LLC | History | New | 24,825 | 4,759 | 0.0% | — | 126 | +24,825 | New | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,434 | 4,684 | 0.01% | 0.0% | 127 | +717 | 3.02% | Q1 2026 | Apr 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 24,305 | 4,660 | 0.04% | 0.03% | 128 | +259 | 1.08% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 24,255 | 4,651 | 0.01% | 0.01% | 129 | +520 | 2.19% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 23,923 | 4,586 | 0.02% | 0.01% | 130 | +5,905 | 32.77% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,900 | 4,582 | 0.01% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vident Advisory, LLC | History | Added to | 23,823 | 4,567 | 0.04% | 0.03% | 132 | +2,025 | 9.29% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 23,508 | 4,507 | 0.01% | 0.01% | 133 | +3,067 | 15.0% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 22,569 | 4,327 | 0.08% | 0.06% | 134 | +2,350 | 11.62% | Q1 2026 | Apr 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 22,456 | 4,305 | 0.48% | 0.38% | 135 | +44 | 0.2% | Q1 2026 | Apr 24, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 22,097 | 4,236 | 0.01% | 0.0% | 136 | +14,183 | 179.21% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 21,811 | 4,182 | 0.01% | 0.0% | 137 | +2,384 | 12.27% | Q1 2026 | May 15, 2026 |
| Oak Thistle LLC | History | New | 21,298 | 4,083 | 0.4% | — | 138 | +21,298 | New | Q1 2026 | Apr 10, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 21,006 | 4,027 | 0.01% | — | 139 | +21,006 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 20,807 | 3,989 | 0.0% | 0.0% | 140 | -14,600 | -41.23% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,475 | 3,925 | 0.01% | 0.01% | 141 | +219 | 1.08% | Q1 2026 | Apr 30, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 20,430 | 3,917 | 3.19% | 2.09% | 142 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 20,402 | 3,911 | 0.04% | 0.02% | 143 | +5,929 | 40.97% | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 19,907 | 3,816 | 0.03% | 0.0% | 144 | +18,017 | 953.28% | Q1 2026 | May 15, 2026 |
| Paralel Advisors LLC | History | No change | 19,816 | 3,799 | 0.16% | 0.12% | 145 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Engineers Gate Manager LP | History | Reduced | 19,169 | 3,675 | 0.05% | 0.06% | 146 | -16,005 | -45.5% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 18,838 | 3,611 | 0.03% | 0.04% | 147 | -9,194 | -32.8% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,050 | 3,461 | 0.03% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Family Manage LLC | History | Reduced | 17,879 | 3,428 | 0.41% | 0.35% | 149 | -146 | -0.81% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 16,702 | 3,425 | 0.19% | 0.24% | 150 | -6,596 | -28.31% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 17,350 | 3,326 | 0.04% | 0.03% | 151 | +75 | 0.43% | Q1 2026 | Apr 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 17,085 | 3,275 | 0.01% | 0.01% | 152 | -562 | -3.18% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Added to | 16,830 | 3,227 | 0.01% | 0.01% | 153 | +2,100 | 14.26% | Q1 2026 | Apr 28, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 16,758 | 3,213 | 0.01% | 0.01% | 154 | +120 | 0.72% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,473 | 3,207 | 0.01% | 0.01% | 155 | -10,555 | -39.05% | Q1 2026 | Apr 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 16,656 | 3,193 | 0.17% | 0.16% | 156 | -468 | -2.73% | Q1 2026 | Apr 16, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 16,602 | 3,183 | 0.01% | 0.0% | 157 | +4,935 | 42.3% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 16,400 | 3,144 | 0.06% | 0.04% | 158 | +700 | 4.46% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,443 | 2,961 | 0.01% | 0.0% | 159 | +14,853 | 2517.46% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,148 | 2,904 | 0.01% | 0.01% | 160 | +181 | 1.21% | Q1 2026 | Apr 30, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 14,915 | 2,859 | 0.73% | 0.45% | 161 | +2,403 | 19.21% | Q1 2026 | Apr 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,857 | 2,848 | 0.05% | 0.11% | 162 | -18,009 | -54.8% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 14,593 | 2,798 | 0.01% | 0.01% | 163 | +200 | 1.39% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 14,173 | 2,717 | 0.01% | 0.01% | 164 | +18 | 0.13% | Q1 2026 | May 01, 2026 |
| Arizona State Retirement System | History | Reduced | 13,983 | 2,681 | 0.02% | 0.01% | 165 | -181 | -1.28% | Q1 2026 | May 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 13,662 | 2,619 | 0.01% | 0.0% | 166 | +13,409 | 5300.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,615 | 2,610 | 0.0% | 0.0% | 167 | +2,519 | 22.7% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 13,600 | 2,607 | 0.01% | 0.01% | 168 | +200 | 1.49% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 12,795 | 2,453 | 0.01% | — | 169 | +12,795 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 12,786 | 2,451 | 0.01% | 0.0% | 170 | +2,200 | 20.78% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,745 | 2,444 | 0.0% | 0.0% | 171 | +7 | 0.05% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 12,673 | 2,429 | 0.04% | 0.02% | 172 | +18 | 0.14% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 15,796 | 2,421 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,531 | 2,402 | 0.0% | 0.0% | 174 | -5,281 | -29.65% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 12,459 | 2,388 | 0.01% | 0.01% | 175 | -685 | -5.21% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 12,288 | 2,356 | 0.01% | 0.01% | 176 | +61 | 0.5% | Q1 2026 | May 11, 2026 |
| EJF Capital LP | History | No change | 12,250 | 2,348 | 1.65% | 1.07% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 12,214 | 2,342 | 0.0% | 0.0% | 178 | -1,245 | -9.25% | Q1 2026 | May 15, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,990 | 2,299 | 0.07% | 0.05% | 179 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 11,911 | 2,281 | 0.0% | — | 180 | +11,911 | New | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | New | 11,878 | 2,277 | 0.02% | — | 181 | +11,878 | New | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 11,723 | 2,247 | 0.0% | 0.01% | 182 | -19,343 | -62.26% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,552 | 2,214 | 0.03% | 0.02% | 183 | +312 | 2.78% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,474 | 2,200 | 0.0% | 0.0% | 184 | -2,819 | -19.72% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 11,328 | 2,172 | 0.05% | 0.06% | 185 | -6,383 | -36.04% | Q1 2026 | Apr 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,292 | 2,165 | 0.03% | 0.02% | 186 | -865 | -7.12% | Q1 2026 | Apr 24, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 11,215 | 2,150 | 0.69% | 0.63% | 187 | -316 | -2.74% | Q1 2026 | May 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 11,200 | 2,147 | 0.01% | 0.01% | 188 | -300 | -2.61% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,095 | 2,127 | 0.0% | 0.0% | 189 | +7,548 | 212.8% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 11,059 | 2,120 | 0.0% | 0.01% | 190 | -10,185 | -47.94% | Q1 2026 | May 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 10,939 | 2,097 | 0.01% | 0.02% | 191 | -17,257 | -61.2% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 10,769 | 2,064 | 0.0% | 0.0% | 192 | +2,132 | 24.68% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,699 | 2,051 | 0.0% | 0.0% | 193 | -929 | -7.99% | Q1 2026 | May 13, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 10,556 | 2,024 | 1.21% | 0.91% | 194 | +164 | 1.58% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 10,442 | 2,002 | 0.02% | 0.04% | 195 | -54 | -0.51% | Q1 2026 | May 12, 2026 |
| Vestcor Inc | History | Reduced | 10,423 | 1,999 | 0.06% | 0.07% | 196 | -5,013 | -32.48% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,422 | 1,998 | 0.06% | 0.05% | 197 | +55 | 0.53% | Q1 2026 | May 13, 2026 |
| VELA Investment Management, LLC | History | Reduced | 9,874 | 1,893 | 0.43% | 1.0% | 198 | -17,944 | -64.5% | Q1 2026 | May 08, 2026 |
| Virtu Financial LLC | History | Added to | 9,829 | 1,885 | 0.08% | 0.05% | 199 | +1,346 | 15.87% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 9,800 | 1,879 | 0.0% | 0.01% | 200 | -28,111 | -74.15% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,699 | 1,859 | 0.01% | 0.0% | 201 | +6,857 | 241.27% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 9,439 | 1,809 | 0.01% | 0.01% | 202 | -9,342 | -49.74% | Q1 2026 | Apr 30, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 9,241 | 1,771 | 0.03% | 0.01% | 203 | +3,790 | 69.53% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,059 | 1,737 | 0.13% | 0.09% | 204 | +8 | 0.09% | Q1 2026 | Apr 20, 2026 |
| AXQ CAPITAL, LP | History | Added to | 8,906 | 1,707 | 0.22% | 0.24% | 205 | +2,073 | 30.34% | Q1 2026 | May 13, 2026 |
| KG Capital Management | History | Reduced | 8,405 | 1,611 | 1.16% | 0.32% | 206 | -20 | -0.24% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 8,400 | 1,610 | 0.08% | 0.06% | 207 | +13 | 0.16% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 8,385 | 1,607 | 0.0% | 0.0% | 208 | -13,711 | -62.05% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,301 | 1,591 | 0.01% | 0.0% | 209 | +533 | 6.86% | Q1 2026 | Jun 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 8,128 | 1,558 | 0.01% | 0.01% | 210 | +3,517 | 76.27% | Q1 2026 | May 15, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 8,120 | 1,556 | 0.51% | 0.43% | 211 | -324 | -3.84% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 8,067 | 1,546 | 0.02% | 0.02% | 212 | -405 | -4.78% | Q1 2026 | Apr 23, 2026 |
| XPONANCE LLC | History | Added to | 7,803 | 1,496 | 0.01% | 0.01% | 213 | +1,783 | 29.62% | Q1 2026 | May 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 7,700 | 1,476 | 0.0% | 0.0% | 214 | -2,700 | -25.96% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 7,690 | 1,474 | 0.01% | 0.02% | 215 | -33,019 | -81.11% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 7,637 | 1,464 | 0.09% | — | 216 | +7,637 | New | Q1 2026 | May 08, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 7,475 | 1,433 | 0.43% | 0.17% | 217 | +3,813 | 104.12% | Q1 2026 | May 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,425 | 1,423 | 0.01% | 0.01% | 218 | -1,129 | -13.2% | Q1 2026 | May 05, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 7,194 | 1,379 | 1.01% | 0.7% | 219 | -312 | -4.16% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,536 | 1,253 | 0.0% | 0.0% | 220 | +352 | 5.69% | Q1 2026 | May 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 8,100 | 1,241 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 6,363 | 1,220 | 0.04% | 0.03% | 222 | -400 | -5.91% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 6,353 | 1,218 | 0.13% | — | 224 | +6,353 | New | Q1 2026 | May 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,356 | 1,218 | 0.01% | 0.01% | 223 | +135 | 2.17% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 6,311 | 1,210 | 0.0% | 0.0% | 225 | +473 | 8.1% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 6,186 | 1,186 | 0.05% | 0.18% | 226 | -19,383 | -75.81% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,080 | 1,165 | 0.09% | 0.11% | 227 | -3,714 | -37.92% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Added to | 6,060 | 1,161 | 0.05% | 0.01% | 228 | +4,360 | 256.47% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 6,024 | 1,155 | 0.01% | 0.01% | 229 | -3,047 | -33.59% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,898 | 1,131 | 0.01% | 0.01% | 230 | -142 | -2.35% | Q1 2026 | Apr 28, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 14,821 | 1,127 | 0.61% | 0.55% | 231 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Ethic Inc. | History | Added to | 5,749 | 1,102 | 0.02% | 0.01% | 232 | +317 | 5.84% | Q1 2026 | Apr 27, 2026 |
| Values First Advisors, Inc. | History | Added to | 5,575 | 1,069 | 0.56% | 0.43% | 233 | +138 | 2.54% | Q1 2026 | Apr 17, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 5,564 | 1,066 | 0.05% | 0.03% | 234 | -211 | -3.65% | Q1 2026 | May 13, 2026 |
| NATIXIS | History | New | 5,542 | 1,062 | 0.0% | — | 235 | +5,542 | New | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | New | 5,537 | 1,061 | 0.01% | — | 237 | +5,537 | New | Q1 2026 | May 11, 2026 |
| Numerai GP LLC | History | Reduced | 5,535 | 1,061 | 0.11% | 0.17% | 236 | -3,586 | -39.32% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 5,500 | 1,054 | 0.13% | 0.1% | 238 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | New | 5,461 | 1,047 | 0.02% | — | 241 | +5,461 | New | Q1 2026 | May 11, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 5,459 | 1,047 | 0.13% | 0.12% | 240 | -1,644 | -23.15% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,461 | 1,047 | 0.0% | 0.0% | 239 | +1,185 | 27.71% | Q1 2026 | Apr 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,407 | 1,036 | 0.01% | 0.01% | 242 | +1,082 | 25.02% | Q1 2026 | May 12, 2026 |
| Davis Investment Partners, LLC | History | No change | 5,400 | 1,035 | 0.37% | 0.28% | 243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 5,329 | 1,021 | 0.01% | 0.0% | 244 | -231 | -4.15% | Q1 2026 | May 14, 2026 |
| Mendel Capital Management LLC | History | New | 5,200 | 997 | 0.5% | — | 245 | +5,200 | New | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,497 | 996 | 0.0% | 0.0% | 246 | +1,358 | 32.81% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,146 | 986 | 0.01% | 0.01% | 247 | +2,058 | 66.65% | Q1 2026 | May 15, 2026 |
| William Mack & Associates, Inc. | History | No change | 5,078 | 973 | 0.56% | 0.37% | 248 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 4,742 | 972 | 0.02% | 0.02% | 249 | -1,106 | -18.91% | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 5,067 | 971 | 0.11% | — | 250 | +5,067 | New | Q1 2026 | Apr 30, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 5,022 | 962 | 0.43% | 0.3% | 251 | +603 | 13.65% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 4,690 | 899 | 0.01% | 0.01% | 253 | -463 | -8.99% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,693 | 899 | 0.02% | 0.02% | 252 | -22 | -0.47% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 4,657 | 892 | 0.06% | 0.04% | 254 | +36 | 0.78% | Q1 2026 | Apr 29, 2026 |
| South Dakota Investment Council | History | Reduced | 4,511 | 865 | 0.02% | 0.02% | 255 | -2,138 | -32.16% | Q1 2026 | May 18, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,505 | 863 | 0.0% | — | 256 | +4,505 | New | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 4,466 | 856 | 0.01% | 0.01% | 257 | -89 | -1.95% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,463 | 855 | 0.0% | 0.0% | 258 | -663 | -12.93% | Q1 2026 | Apr 30, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 4,330 | 830 | 0.58% | 0.45% | 259 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Empirical Asset Management, LLC | History | New | 4,320 | 828 | 0.22% | — | 260 | +4,320 | New | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 4,292 | 822 | 0.03% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 4,222 | 809 | 0.03% | 0.02% | 262 | +100 | 2.43% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Reduced | 4,193 | 804 | 0.0% | 0.0% | 263 | -10 | -0.24% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 4,147 | 795 | 0.01% | — | 264 | +4,147 | New | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 4,144 | 794 | 0.02% | 0.01% | 265 | +29 | 0.7% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,089 | 784 | 0.02% | 0.02% | 266 | +261 | 6.82% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,073 | 780 | 0.0% | 0.0% | 267 | -431 | -9.57% | Q1 2026 | May 13, 2026 |
| Invst, LLC | History | New | 4,055 | 777 | 0.09% | — | 268 | +4,055 | New | Q1 2026 | May 13, 2026 |
| PRUDENTIAL PLC | History | Reduced | 4,046 | 775 | 0.0% | 0.02% | 269 | -15,807 | -79.62% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 4,033 | 773 | 0.19% | 0.15% | 270 | +12 | 0.3% | Q1 2026 | Apr 08, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 4,020 | 770 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Added to | 3,965 | 760 | 0.06% | 0.04% | 272 | +6 | 0.15% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,924 | 752 | 0.0% | 0.0% | 273 | +303 | 8.37% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | New | 3,919 | 751 | 0.02% | — | 274 | +3,919 | New | Q1 2026 | May 18, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,837 | 741 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Added to | 3,766 | 722 | 0.01% | 0.02% | 276 | +32 | 0.86% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,748 | 718 | 0.02% | 0.02% | 278 | -506 | -11.89% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,745 | 718 | 0.01% | 0.01% | 277 | +430 | 12.97% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 3,705 | 710 | 0.0% | 0.0% | 279 | +2,175 | 142.16% | Q1 2026 | Apr 15, 2026 |
| Towercrest Capital Management | History | No change | 9,240 | 702 | 0.11% | 0.1% | 280 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| denkapparat Operations GmbH | History | No change | 3,614 | 692 | 0.29% | 0.3% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Convergence Investment Partners, LLC | History | Reduced | 3,586 | 687 | 0.11% | 0.15% | 282 | -1,368 | -27.61% | Q1 2026 | May 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 3,581 | 686 | 0.01% | — | 283 | +3,581 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,535 | 677 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 3,454 | 662 | 0.01% | 0.01% | 285 | -20 | -0.58% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,423 | 656 | 0.02% | 0.02% | 286 | +468 | 15.84% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Management Group | History | No change | 8,589 | 653 | 0.14% | 0.13% | 287 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 4,230 | 648 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Perbak Capital Partners LLP | History | New | 3,349 | 642 | 0.16% | — | 289 | +3,349 | New | Q1 2026 | May 15, 2026 |
| Accent Capital Management, LLC | History | Reduced | 3,340 | 640 | 0.31% | 0.22% | 290 | -70 | -2.05% | Q1 2026 | May 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 3,120 | 634 | 0.01% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 3,243 | 621 | 0.26% | 0.27% | 292 | -765 | -19.09% | Q1 2026 | May 06, 2026 |
| Wedmont Private Capital | History | Reduced | 3,055 | 618 | 0.02% | 0.02% | 293 | -113 | -3.57% | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,215 | 616 | 0.01% | 0.0% | 294 | +1,193 | 59.0% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 3,494 | 609 | 0.01% | 0.01% | 295 | +19 | 0.55% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | No change | 3,130 | 600 | 0.06% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tidal Investments LLC | History | Reduced | 3,054 | 585 | 0.0% | 0.0% | 297 | -349 | -10.26% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 3,033 | 581 | 0.02% | 0.01% | 298 | +1,728 | 132.41% | Q1 2026 | Apr 29, 2026 |
| Cloud Capital Management, LLC | History | Added to | 3,032 | 580 | 0.25% | 0.22% | 299 | +16 | 0.53% | Q1 2026 | May 12, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 3,008 | 576 | 0.01% | 0.01% | 301 | -324 | -9.72% | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | No change | 3,005 | 576 | 0.01% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 3,000 | 575 | 0.09% | 0.07% | 302 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Savant Capital, LLC | History | Added to | 2,999 | 574 | 0.0% | 0.0% | 303 | +215 | 7.72% | Q1 2026 | May 04, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,990 | 573 | 0.0% | 0.0% | 304 | +536 | 21.84% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,930 | 561 | 0.0% | 0.0% | 305 | +347 | 13.43% | Q1 2026 | May 08, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,820 | 540 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | New | 2,711 | 519 | 0.02% | — | 307 | +2,711 | New | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,645 | 507 | 0.0% | 0.0% | 308 | +70 | 2.72% | Q1 2026 | Apr 15, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 2,605 | 499 | 0.1% | 0.09% | 309 | -155 | -5.62% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Added to | 2,580 | 494 | 0.01% | 0.01% | 310 | +190 | 7.95% | Q1 2026 | May 11, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 2,575 | 493 | 0.01% | 0.02% | 311 | -1,778 | -40.85% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 2,551 | 489 | 0.0% | 0.02% | 312 | -19,804 | -88.59% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 2,516 | 482 | 0.01% | 0.0% | 313 | -10 | -0.4% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | No change | 2,510 | 481 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | No change | 2,490 | 477 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,482 | 475 | 0.0% | 0.0% | 316 | +1,191 | 92.25% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 2,476 | 474 | 0.12% | 0.1% | 318 | +168 | 7.28% | Q1 2026 | Apr 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,474 | 474 | 0.01% | 0.0% | 317 | +68 | 2.83% | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 2,410 | 462 | 0.02% | 0.01% | 319 | +633 | 35.62% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,391 | 458 | 0.02% | 0.01% | 320 | +2 | 0.08% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,375 | 455 | 0.01% | 0.0% | 322 | +2,202 | 1272.83% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 2,378 | 455 | 0.01% | 0.01% | 321 | -201 | -7.79% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,370 | 454 | 0.01% | 0.02% | 323 | -3,120 | -56.83% | Q1 2026 | May 15, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 2,357 | 451 | 0.1% | 0.08% | 324 | +6 | 0.26% | Q1 2026 | May 12, 2026 |
| DnB Asset Management AS | History | New | 2,337 | 448 | 0.0% | — | 325 | +2,337 | New | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 2,332 | 447 | 0.0% | 0.0% | 326 | +98 | 4.39% | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | New | 2,320 | 444 | 0.05% | — | 327 | +2,320 | New | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,315 | 443 | 0.0% | 0.0% | 328 | +440 | 23.47% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 2,178 | 437 | 0.0% | — | 329 | +2,178 | New | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,273 | 436 | 0.0% | 0.0% | 332 | -268 | -10.55% | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | Added to | 2,277 | 436 | 0.02% | 0.02% | 330 | +7 | 0.31% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 2,850 | 436 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 2,271 | 435 | 0.0% | 0.0% | 333 | -1,718 | -43.07% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,273 | 435 | 0.0% | 0.0% | 334 | +67 | 3.04% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Added to | 2,270 | 435 | 0.0% | 0.0% | 335 | +2 | 0.09% | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,261 | 434 | 0.01% | 0.0% | 336 | +1,115 | 97.29% | Q1 2026 | May 01, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,222 | 426 | 0.0% | 0.0% | 337 | +1,422 | 177.75% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 2,182 | 418 | 0.01% | 0.01% | 338 | -442 | -16.84% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,166 | 415 | 0.02% | 0.01% | 339 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 2,232 | 414 | 0.07% | — | 340 | +2,232 | New | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,140 | 410 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 2,081 | 399 | 0.01% | 0.01% | 342 | +30 | 1.46% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 395 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Claret Asset Management Corp | History | No change | 2,053 | 394 | 0.05% | 0.04% | 344 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,050 | 393 | 0.0% | 0.0% | 345 | +565 | 38.05% | Q1 2026 | May 08, 2026 |
| JT Stratford LLC | History | Added to | 2,052 | 393 | 0.05% | 0.04% | 346 | +140 | 7.32% | Q1 2026 | May 15, 2026 |
| FORA Capital, LLC | History | Reduced | 2,038 | 390 | 0.03% | 0.23% | 347 | -10,246 | -83.41% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,024 | 388 | 0.01% | 0.01% | 348 | +4 | 0.2% | Q1 2026 | May 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 2,002 | 383 | 0.04% | 0.03% | 351 | -55 | -2.67% | Q1 2026 | Apr 10, 2026 |
| Csenge Advisory Group | History | No change | 2,000 | 383 | 0.02% | 0.01% | 349 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Walker Asset Management, LLC | History | No change | 2,000 | 383 | 0.21% | 0.16% | 350 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 1,970 | 377 | 0.17% | 0.15% | 352 | -143 | -6.77% | Q1 2026 | Apr 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 1,961 | 376 | 0.0% | — | 353 | +1,961 | New | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 1,958 | 375 | 0.02% | 0.02% | 354 | -26 | -1.31% | Q1 2026 | May 01, 2026 |
| Empower Advisory Group, LLC | History | New | 1,940 | 371 | 0.0% | — | 355 | +1,940 | New | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 1,922 | 368 | 0.08% | 0.06% | 356 | +173 | 9.89% | Q1 2026 | May 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 1,907 | 365 | 0.03% | 0.02% | 357 | -3 | -0.16% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,800 | 360 | 0.0% | 0.0% | 359 | +600 | 50.0% | Q1 2026 | May 12, 2026 |
| Zhang Financial LLC | History | Reduced | 1,880 | 360 | 0.01% | 0.01% | 358 | -120 | -6.0% | Q1 2026 | May 06, 2026 |
| INNEALTA CAPITAL, LLC | History | New | 1,873 | 359 | 0.22% | — | 360 | +1,873 | New | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,869 | 358 | 0.0% | 0.0% | 361 | +73 | 4.06% | Q1 2026 | May 05, 2026 |
| M&T BANK CORP | History | Added to | 1,858 | 356 | 0.0% | 0.0% | 362 | +87 | 4.91% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 1,853 | 355 | 0.02% | 0.02% | 363 | +112 | 6.43% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,830 | 350 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORDEN GROUP LLC | History | Added to | 1,816 | 348 | 0.03% | 0.03% | 365 | +69 | 3.95% | Q1 2026 | Apr 15, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 1,808 | 346 | 0.03% | 0.03% | 366 | -572 | -24.03% | Q1 2026 | Apr 27, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 2,226 | 341 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Inspire Investing, LLC | History | Reduced | 1,770 | 339 | 0.03% | 0.03% | 369 | -362 | -16.98% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,773 | 339 | 0.0% | 0.0% | 368 | -29 | -1.61% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | Reduced | 1,764 | 338 | 0.03% | 0.02% | 371 | -188 | -9.63% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,765 | 338 | 0.0% | 0.0% | 370 | +97 | 5.82% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | New | 1,725 | 330 | 0.0% | — | 372 | +1,725 | New | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,696 | 325 | 0.01% | 0.01% | 373 | -1,253 | -42.49% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,689 | 323 | 0.0% | 0.0% | 374 | +213 | 14.43% | Q1 2026 | May 08, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 1,682 | 322 | 0.07% | 0.05% | 375 | -121 | -6.71% | Q1 2026 | Apr 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 1,488 | 320 | 0.07% | 0.06% | 376 | -57 | -3.69% | Q1 2026 | May 08, 2026 |
| North Dakota State Investment Board | History | Reduced | 1,656 | 317 | 0.01% | 0.01% | 378 | -174 | -9.51% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,068 | 317 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NorthRock Partners, LLC | History | New | 1,647 | 315 | 0.01% | — | 379 | +1,647 | New | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,040 | 312 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 1,604 | 307 | 0.14% | 0.1% | 381 | +50 | 3.22% | Q1 2026 | Apr 27, 2026 |
| Ignite Planners, LLC | History | No change | 1,600 | 306 | 0.05% | 0.04% | 382 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | New | 1,581 | 303 | 0.0% | — | 383 | +1,581 | New | Q1 2026 | Apr 27, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,627 | 302 | 0.01% | 0.01% | 384 | -171 | -9.51% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,572 | 301 | 0.01% | 0.01% | 385 | +67 | 4.45% | Q1 2026 | Apr 27, 2026 |
| NDVR, Inc. | History | No change | 1,966 | 301 | 0.25% | 0.25% | 386 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 1,565 | 300 | 0.01% | 0.01% | 387 | +192 | 13.98% | Q1 2026 | Apr 06, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 1,564 | 299 | 0.02% | 0.02% | 388 | -5 | -0.32% | Q1 2026 | Apr 17, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,530 | 293 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,528 | 292 | 0.01% | 0.01% | 390 | +107 | 7.53% | Q1 2026 | Apr 17, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 1,513 | 290 | 0.02% | — | 391 | +1,513 | New | Q1 2026 | Apr 28, 2026 |
| INCEPTIONR LLC | History | Reduced | 1,511 | 289 | 0.07% | 0.16% | 392 | -2,275 | -60.09% | Q1 2026 | May 14, 2026 |
| Frec Markets, Inc. | History | New | 1,507 | 288 | 0.05% | — | 393 | +1,507 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 1,501 | 287 | 0.03% | 0.04% | 396 | -222 | -12.88% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,500 | 287 | 0.0% | 0.0% | 394 | -100 | -6.25% | Q1 2026 | May 08, 2026 |
| KBC Group NV | History | No change | 1,499 | 287 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 1,500 | 287 | 0.03% | 0.02% | 397 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Waterway Wealth Management, LLC | History | No change | 1,501 | 287 | 0.06% | 0.05% | 398 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,489 | 285 | 0.0% | — | 399 | +1,489 | New | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,478 | 283 | 0.0% | 0.0% | 401 | -1,903 | -56.29% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,480 | 283 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,466 | 281 | 0.02% | 0.01% | 402 | +339 | 30.08% | Q1 2026 | May 15, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 2,000 | 280 | 0.13% | — | 404 | +2,000 | New | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | New | 1,462 | 280 | 0.0% | — | 403 | +1,462 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | New | 1,439 | 275 | 0.0% | — | 405 | +1,439 | New | Q1 2026 | May 01, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 1,430 | 274 | 0.04% | 0.03% | 406 | +65 | 4.76% | Q1 2026 | May 07, 2026 |
| PROFUND ADVISORS LLC | History | New | 1,415 | 271 | 0.01% | — | 407 | +1,415 | New | Q1 2026 | Apr 24, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 1,367 | 262 | 0.12% | 0.1% | 408 | -71 | -4.94% | Q1 2026 | Apr 22, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 1,366 | 261 | 0.1% | — | 409 | +1,366 | New | Q1 2026 | Apr 30, 2026 |
| STRS OHIO | History | Reduced | 1,355 | 259 | 0.0% | 0.0% | 410 | -2 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Everhart Financial Group, Inc. | History | New | 1,349 | 258 | 0.02% | — | 411 | +1,349 | New | Q1 2026 | Apr 09, 2026 |
| VestGen Advisors, LLC | History | Added to | 1,479 | 255 | 0.01% | 0.01% | 412 | +25 | 1.72% | Q1 2026 | May 14, 2026 |
| Elevation Wealth Management LLC | History | No change | 1,330 | 255 | 0.23% | 0.19% | 413 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,266 | 254 | 0.02% | — | 414 | +1,266 | New | Q1 2026 | May 01, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 1,321 | 253 | 0.01% | 0.01% | 415 | -151 | -10.26% | Q1 2026 | Apr 21, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | New | 1,305 | 250 | 0.01% | — | 416 | +1,305 | New | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | New | 1,296 | 248 | 0.01% | — | 418 | +1,296 | New | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,298 | 248 | 0.0% | 0.0% | 417 | -64 | -4.7% | Q1 2026 | Apr 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,273 | 244 | 0.02% | — | 419 | +1,273 | New | Q1 2026 | May 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | New | 1,272 | 243 | 0.02% | — | 420 | +1,272 | New | Q1 2026 | Apr 27, 2026 |
| State of Wyoming | History | Reduced | 1,264 | 242 | 0.03% | 0.02% | 421 | -14 | -1.1% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 1,261 | 241 | 0.01% | — | 423 | +1,261 | New | Q1 2026 | Apr 27, 2026 |
| MCF Advisors LLC | History | Added to | 1,261 | 241 | 0.01% | 0.0% | 422 | +1,141 | 950.83% | Q1 2026 | May 11, 2026 |
| Performance Wealth Partners, LLC | History | New | 1,250 | 239 | 0.01% | — | 425 | +1,250 | New | Q1 2026 | Apr 10, 2026 |
| Caldwell Trust Co | History | No change | 1,250 | 239 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 1,240 | 237 | 0.0% | — | 426 | +1,240 | New | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,221 | 234 | 0.01% | 0.0% | 427 | -7 | -0.57% | Q1 2026 | Apr 13, 2026 |
| MSA Advisors, LLC | History | New | 1,220 | 233 | 0.07% | — | 428 | +1,220 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 1,219 | 233 | 0.0% | — | 429 | +1,219 | New | Q1 2026 | May 13, 2026 |
| ProVise Management Group, LLC | History | New | 1,211 | 232 | 0.02% | — | 430 | +1,211 | New | Q1 2026 | May 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 1,200 | 230 | 0.01% | — | 432 | +1,200 | New | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 1,200 | 230 | 0.01% | 0.0% | 431 | +1,180 | 5900.0% | Q1 2026 | May 13, 2026 |
| SkyOak Wealth, LLC | History | New | 1,190 | 228 | 0.04% | — | 433 | +1,190 | New | Q1 2026 | Apr 30, 2026 |
| Monument Capital Management | History | Reduced | 1,188 | 227 | 0.06% | 0.05% | 434 | -180 | -13.16% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,179 | 226 | 0.01% | — | 435 | +1,179 | New | Q1 2026 | May 11, 2026 |
| TruWealth Advisors, LLC | History | New | 1,178 | 225 | 0.01% | — | 437 | +1,178 | New | Q1 2026 | Apr 09, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 1,175 | 225 | 0.02% | 0.04% | 436 | -1,102 | -48.4% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,171 | 224 | 0.0% | — | 438 | +1,171 | New | Q1 2026 | Apr 20, 2026 |
| Inscription Capital, LLC | History | New | 1,164 | 223 | 0.02% | — | 439 | +1,164 | New | Q1 2026 | Apr 20, 2026 |
| Abel Hall, LLC | History | New | 1,164 | 223 | 0.05% | — | 440 | +1,164 | New | Q1 2026 | Apr 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 1,154 | 221 | 0.02% | — | 441 | +1,154 | New | Q1 2026 | May 13, 2026 |
| BURNS J W & CO INC/NY | History | New | 1,148 | 220 | 0.03% | — | 442 | +1,148 | New | Q1 2026 | Apr 17, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 1,140 | 218 | 0.05% | — | 443 | +1,140 | New | Q1 2026 | Apr 17, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 1,132 | 217 | 0.01% | 0.01% | 444 | -368 | -24.53% | Q1 2026 | May 05, 2026 |
| Caerus Investment Advisors, LLC | History | New | 1,125 | 215 | 0.09% | — | 446 | +1,125 | New | Q1 2026 | Jun 01, 2026 |
| Apollon Wealth Management, LLC | History | New | 1,123 | 215 | 0.0% | — | 445 | +1,123 | New | Q1 2026 | Apr 22, 2026 |
| Midwest Trust Co | History | New | 1,122 | 215 | 0.0% | — | 447 | +1,122 | New | Q1 2026 | May 01, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | New | 1,110 | 212 | 0.03% | — | 448 | +1,110 | New | Q1 2026 | Apr 08, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 1,099 | 210 | 0.02% | — | 449 | +1,099 | New | Q1 2026 | May 15, 2026 |
| jvl associates llc | History | New | 1,094 | 209 | 0.07% | — | 450 | +1,094 | New | Q1 2026 | Apr 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 1,085 | 208 | 0.01% | — | 451 | +1,085 | New | Q1 2026 | Apr 29, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | New | 1,076 | 206 | 0.08% | — | 452 | +1,076 | New | Q1 2026 | May 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 1,071 | 205 | 0.04% | — | 454 | +1,071 | New | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,073 | 205 | 0.0% | 0.0% | 453 | +368 | 52.2% | Q1 2026 | Jun 02, 2026 |
| Stirlingshire Investments, Inc. | History | New | 1,064 | 204 | 0.18% | — | 455 | +1,064 | New | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,055 | 202 | 0.0% | 0.0% | 456 | +895 | 559.38% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | New | 997 | 200 | 0.0% | — | 457 | +997 | New | Q1 2026 | May 14, 2026 |
| VIRTUS ADVISERS, LLC | History | New | 1,030 | 197 | 0.09% | — | 459 | +1,030 | New | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 1,030 | 197 | 0.0% | 0.0% | 458 | +398 | 62.97% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | Added to | 955 | 183 | 0.0% | 0.0% | 460 | +4 | 0.42% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 900 | 172 | 0.0% | 0.0% | 461 | +85 | 10.43% | Q1 2026 | Apr 07, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 875 | 167 | 0.0% | 0.0% | 462 | -200 | -18.6% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 850 | 162 | 0.05% | 0.04% | 463 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 830 | 159 | 0.0% | 0.0% | 464 | -150 | -15.31% | Q1 2026 | May 15, 2026 |
| STEPH & CO | History | Reduced | 808 | 154 | 0.04% | 0.04% | 465 | -33 | -3.92% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 786 | 150 | 0.0% | 0.0% | 466 | +146 | 22.81% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 776 | 148 | 0.0% | 0.0% | 467 | +179 | 29.98% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Added to | 757 | 145 | 0.03% | 0.0% | 468 | +729 | 2603.57% | Q1 2026 | May 15, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 740 | 141 | 0.22% | 0.16% | 469 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 700 | 134 | 0.0% | — | 470 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 634 | 121 | 0.01% | 0.0% | 471 | +48 | 8.19% | Q1 2026 | May 07, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 602 | 115 | 0.0% | — | 472 | +602 | New | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 550 | 110 | 0.0% | 0.0% | 473 | -86 | -13.52% | Q1 2026 | Apr 07, 2026 |
| Covestor Ltd | History | Reduced | 568 | 109 | 0.08% | 0.16% | 474 | -1,406 | -71.23% | Q1 2026 | May 05, 2026 |
| Quent Capital, LLC | History | Added to | 561 | 107 | 0.01% | 0.01% | 475 | +26 | 4.86% | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | Added to | 558 | 106 | 0.02% | 0.01% | 476 | +128 | 29.77% | Q1 2026 | May 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 540 | 103 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 500 | 95 | 0.06% | — | 479 | +500 | New | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 500 | 95 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Employees Retirement System of Texas | History | New | 489 | 94 | 0.0% | — | 481 | +489 | New | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 488 | 94 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 485 | 92 | 0.08% | 0.05% | 482 | -188 | -27.93% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | No change | 460 | 88 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Essential Partners LLC | History | No change | 409 | 78 | 0.03% | 0.02% | 484 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Investors Research Corp | History | Reduced | 400 | 76 | 0.01% | 0.02% | 485 | -250 | -38.46% | Q1 2026 | Apr 03, 2026 |
| Caitlin John, LLC | History | Reduced | 387 | 74 | 0.04% | 0.04% | 486 | -18 | -4.44% | Q1 2026 | May 13, 2026 |
| Eukles Asset Management | History | No change | 340 | 65 | 0.03% | 0.02% | 487 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 331 | 63 | 0.0% | 0.0% | 488 | +53 | 19.06% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 303 | 58 | 0.0% | 0.0% | 489 | -66 | -17.89% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 306 | 58 | 0.0% | 0.0% | 490 | +50 | 19.53% | Q1 2026 | Apr 24, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 300 | 57 | 0.02% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 281 | 53 | 0.01% | 0.02% | 493 | -303 | -51.88% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | New | 278 | 53 | 0.01% | — | 495 | +278 | New | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 280 | 53 | 0.01% | 0.01% | 494 | +20 | 7.69% | Q1 2026 | May 15, 2026 |
| Towne Trust Company, N.A | History | No change | 280 | 53 | 0.02% | 0.01% | 492 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Added to | 270 | 51 | 0.0% | 0.0% | 496 | +139 | 106.11% | Q1 2026 | Apr 22, 2026 |
| True Wealth Design, LLC | History | No change | 258 | 49 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 250 | 48 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 230 | 44 | 0.0% | — | 501 | +230 | New | Q1 2026 | May 19, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 230 | 44 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 230 | 44 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 228 | 43 | 0.0% | 0.01% | 502 | -342 | -60.0% | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 43 | 0.02% | 0.01% | 503 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 225 | 43 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 210 | 40 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 212 | 39 | 0.0% | 0.0% | 506 | -248 | -53.91% | Q1 2026 | May 15, 2026 |
| BALLAST ADVISORS LLC | History | New | 200 | 38 | 0.01% | — | 507 | +200 | New | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | No change | 194 | 37 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 189 | 36 | 0.01% | — | 509 | +189 | New | Q1 2026 | Apr 29, 2026 |
| Financial Perspectives, Inc | History | No change | 183 | 35 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Community Bank, N.A. | History | No change | 176 | 33 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | New | 163 | 31 | 0.0% | — | 512 | +163 | New | Q1 2026 | Apr 28, 2026 |
| Benson Wealth Management INC | History | Reduced | 159 | 30 | 0.04% | 0.03% | 514 | -8 | -4.79% | Q1 2026 | May 12, 2026 |
| V-Square Quantitative Management LLC | History | No change | 159 | 30 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | No change | 150 | 28 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rakuten Securities, Inc. | History | Added to | 140 | 26 | 0.01% | 0.0% | 516 | +100 | 250.0% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 132 | 25 | 0.0% | 0.0% | 517 | +57 | 76.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 134 | 25 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 129 | 24 | 0.0% | 0.0% | 519 | -3 | -2.27% | Q1 2026 | May 11, 2026 |
| Bangor Savings Bank | History | No change | 120 | 23 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 120 | 23 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortitude Family Office, LLC | History | Added to | 116 | 22 | 0.0% | 0.0% | 522 | +27 | 30.34% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 101 | 20 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 100 | 19 | 0.0% | — | 525 | +100 | New | Q1 2026 | Apr 29, 2026 |
| AlphaQuest LLC | History | No change | 124 | 19 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 97 | 18 | 0.0% | — | 527 | +97 | New | Q1 2026 | Apr 20, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 95 | 18 | 0.01% | — | 528 | +95 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Added to | 96 | 18 | 0.0% | 0.0% | 526 | +86 | 860.0% | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 89 | 17 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 86 | 16 | 0.0% | — | 530 | +86 | New | Q1 2026 | Apr 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 75 | 14 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Trust, LLC | History | No change | 77 | 14 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 71 | 13 | 0.0% | 0.0% | 534 | -229 | -76.33% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 70 | 13 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 70 | 13 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 67 | 12 | 0.0% | 0.0% | 536 | +7 | 11.67% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 59 | 11 | 0.0% | — | 540 | +59 | New | Q1 2026 | May 08, 2026 |
| Westend Capital Management, LLC | History | No change | 60 | 11 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 60 | 11 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 60 | 11 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 54 | 10 | 0.0% | 0.0% | 541 | -152 | -73.79% | Q1 2026 | May 19, 2026 |
| SageView Advisory Group, LLC | History | No change | 68 | 10 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 50 | 9 | 0.0% | — | 548 | +50 | New | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 51 | 9 | 0.0% | 0.0% | 544 | +1 | 2.0% | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 9 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 50 | 9 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MidFirst Bank | History | No change | 48 | 9 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 42 | 8 | 0.0% | — | 549 | +42 | New | Q1 2026 | Apr 06, 2026 |
| Scarborough Advisors, LLC | History | New | 40 | 7 | 0.0% | — | 553 | +40 | New | Q1 2026 | May 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 40 | 7 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kilter Group LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | New | 33 | 6 | 0.0% | — | 555 | +33 | New | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | No change | 33 | 6 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 27 | 5 | 0.0% | 0.0% | 559 | +17 | 170.0% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | No change | 28 | 5 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DANSKE BANK A/S | History | Reduced | 25 | 4 | 0.0% | 0.0% | 560 | -385 | -93.9% | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 25 | 4 | 0.0% | 0.0% | 561 | -36 | -59.02% | Q1 2026 | Apr 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 23 | 4 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 19 | 3 | 0.0% | — | 568 | +19 | New | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | New | 18 | 3 | 0.0% | — | 565 | +18 | New | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | New | 18 | 3 | 0.0% | — | 566 | +18 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | New | 18 | 3 | 0.0% | — | 567 | +18 | New | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 17 | 3 | 0.0% | — | 569 | +17 | New | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 19 | 3 | 0.0% | 0.0% | 564 | +6 | 46.15% | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 14 | 2 | 0.0% | 0.0% | 571 | +6 | 75.0% | Q1 2026 | Apr 14, 2026 |
| Marquette Asset Management, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strengthening Families & Communities, LLC | History | New | 10 | 1 | 0.0% | — | 581 | +10 | New | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 10 | 1 | 0.0% | — | 582 | +10 | New | Q1 2026 | May 14, 2026 |
| Raleigh Capital Management Inc. | History | New | 7 | 1 | 0.0% | — | 580 | +7 | New | Q1 2026 | Apr 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 6 | 1 | 0.0% | — | 579 | +6 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8 | 1 | 0.0% | — | 573 | +2 | 33.33% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 574 | -2 | -25.0% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8 | 1 | 0.0% | 0.0% | 577 | +1 | 14.29% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 8 | 1 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cromwell Holdings LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.06% | — | -67,100 | -100.0% | Q1 2026 | May 11, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.37% | — | -33,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.04% | — | -29,427 | -100.0% | Q1 2026 | May 15, 2026 |
| Pullen Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.61% | — | -19,958 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,248 | -100.0% | Q1 2026 | May 06, 2026 |
| Nutshell Asset Management Ltd | History | Closed out | 0 | 0 | — | 1.04% | — | -19,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Genus Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -15,500 | -100.0% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,551 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,572 | -100.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,768 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,429 | -100.0% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,479 | -100.0% | Q1 2026 | May 13, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,778 | -100.0% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,757 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,745 | -100.0% | Q1 2026 | May 04, 2026 |
| Tevis Investment Management | History | Closed out | 0 | 0 | — | 0.25% | — | -3,602 | -100.0% | Q1 2026 | May 01, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,521 | -100.0% | Q1 2026 | May 13, 2026 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,453 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,142 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,095 | -100.0% | Q1 2026 | May 20, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,726 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,213 | -100.0% | Q1 2026 | May 05, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,018 | -100.0% | Q1 2026 | Apr 23, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.12% | — | -1,970 | -100.0% | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,782 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -1,710 | -100.0% | Q1 2026 | May 12, 2026 |
| Pacific Sage Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,621 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,359 | -100.0% | Q1 2026 | May 12, 2026 |
| Laidlaw Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -1,336 | -100.0% | Q1 2026 | May 06, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -973 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -583 | -100.0% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -546 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -320 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Intesa Sanpaolo S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q1 2026 | May 15, 2026 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -190 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 12, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -110 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 01, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -5 | -50.0% | Q1 2026 | Apr 30, 2026 |
| Stone House Investment Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 22, 2026 |
| Sachetta, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 08, 2026 |
| Investors Portfolio Services LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 01, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 29, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Leonteq Securities AG | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Truvestments Capital LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |