CRISPR Therapeutics AG - CRSP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARK Investment Management LLC | History | Added to | 11,313,623 | 538,189 | 4.19% | 3.66% | 1 | +791,566 | 7.52% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 7,680,073 | 365,341 | 0.01% | 0.01% | 2 | +171,895 | 2.29% | Q1 2026 | May 13, 2026 |
| Orbis Allan Gray Ltd | History | Added to | 6,106,011 | 290,462 | 1.23% | 1.31% | 3 | +155,866 | 2.62% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | New | 4,725,037 | 224,770 | 0.03% | — | 4 | +4,725,037 | New | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 3,982,500 | 189,447 | 0.01% | 0.01% | 5 | +229,060 | 6.1% | Q1 2026 | May 15, 2026 |
| GSK plc | History | No change | 3,220,627 | 153,205 | 25.57% | 21.14% | 6 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 2,952,595 | 140,455 | 0.1% | 0.1% | 7 | +1,107,231 | 60.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,268,394 | 118,954 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,377,164 | 113,102 | 0.01% | 0.01% | 9 | +127,941 | 5.69% | Q1 2026 | May 15, 2026 |
| SR ONE CAPITAL MANAGEMENT, LP | History | No change | 2,038,763 | 96,983 | 10.59% | 15.14% | 10 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,954,694 | 92,984 | 0.0% | 0.01% | 11 | +737 | 0.04% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 1,853,875 | 88,188 | 0.06% | 0.06% | 12 | -104,236 | -5.32% | Q1 2026 | Apr 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 1,853,875 | 88,188 | 1.25% | 1.19% | 13 | -104,236 | -5.32% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 1,762,530 | 83,843 | 0.01% | 0.02% | 14 | -761,614 | -30.17% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,647,106 | 78,352 | 0.01% | 0.01% | 15 | -451,165 | -21.5% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,483,051 | 70,548 | 0.06% | 0.03% | 16 | +1,012,430 | 215.13% | Q1 2026 | May 15, 2026 |
| EcoR1 Capital, LLC | History | No change | 1,389,276 | 66,087 | 2.8% | 3.31% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,347,552 | 64,103 | 0.01% | 0.01% | 18 | -257,033 | -16.02% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 1,186,794 | 56,455 | 0.01% | 0.05% | 19 | -4,705,951 | -79.86% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,142,543 | 54,350 | 0.0% | — | 20 | +1,142,543 | New | Q1 2026 | May 15, 2026 |
| NEA Management Company, LLC | History | No change | 1,058,570 | 50,356 | 2.86% | 2.83% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,039,349 | 49,441 | 0.01% | 0.01% | 22 | +9,167 | 0.89% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 983,072 | 46,764 | 0.0% | 0.0% | 23 | -113,815 | -10.38% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 968,135 | 46,054 | 0.06% | 0.06% | 24 | +68,804 | 7.65% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 828,100 | 39,392 | 0.01% | 0.01% | 25 | -76,500 | -8.46% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 802,181 | 38,159 | 0.01% | 0.01% | 26 | +47,076 | 6.23% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 668,142 | 31,783 | 0.0% | 0.0% | 27 | +1,082 | 0.16% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 566,800 | 26,962 | 0.01% | 0.01% | 28 | -111,100 | -16.39% | Q1 2026 | May 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 546,826 | 26,012 | 0.0% | — | 29 | +546,826 | New | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 542,682 | 25,815 | 0.01% | — | 30 | +542,682 | New | Q1 2026 | May 08, 2026 |
| NORGES BANK | History | No change | 490,206 | 25,706 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 494,218 | 23,487 | 0.0% | 0.01% | 32 | -412,889 | -45.52% | Q1 2026 | May 07, 2026 |
| PEAK6 LLC | History | Added to | 475,704 | 22,629 | 0.05% | 0.04% | 33 | +104,730 | 28.23% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 489,639 | 21,710 | 0.0% | 0.0% | 34 | -106,515 | -17.87% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 414,220 | 19,704 | 0.0% | 0.0% | 35 | +138,588 | 50.28% | Q1 2026 | May 15, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 400,877 | 19,069 | 1.45% | 1.41% | 36 | +11,358 | 2.92% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 398,501 | 18,956 | 0.04% | 0.05% | 37 | -183,453 | -31.52% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 377,178 | 17,942 | 0.01% | 0.0% | 38 | +346,686 | 1136.97% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 311,383 | 14,812 | 0.0% | 0.0% | 39 | +429 | 0.14% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 286,839 | 13,641 | 0.0% | 0.0% | 40 | -10,405 | -3.5% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 280,709 | 13,353 | 0.0% | 0.0% | 41 | -38,269 | -12.0% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 256,779 | 12,214 | 0.14% | 0.18% | 42 | +7,231 | 2.9% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 220,274 | 10,478 | 0.0% | 0.0% | 43 | +53,126 | 31.78% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 190,766 | 9,074 | 0.0% | 0.0% | 44 | +7,382 | 4.03% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 162,400 | 8,516 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 173,675 | 8,261 | 0.01% | 0.04% | 46 | -529,233 | -75.29% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 169,700 | 8,072 | 0.0% | 0.01% | 47 | +8,200 | 5.08% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 163,720 | 7,789 | 0.0% | 0.0% | 48 | -1,845 | -1.11% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 158,416 | 7,535 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 157,396 | 7,487 | 0.0% | 0.0% | 50 | +8,495 | 5.71% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 152,042 | 7,232 | 0.0% | 0.0% | 51 | -18,789 | -11.0% | Q1 2026 | May 06, 2026 |
| Affinity Asset Advisors, LLC | History | New | 150,000 | 7,135 | 0.37% | — | 52 | +150,000 | New | Q1 2026 | May 14, 2026 |
| Versant Venture Management, LLC | History | No change | 148,831 | 7,079 | 5.01% | 5.17% | 53 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 154,007 | 6,874 | 0.01% | 0.01% | 54 | -13,457 | -8.04% | Q1 2026 | Apr 22, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 142,700 | 6,788 | 0.0% | 0.01% | 55 | -268,600 | -65.31% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 141,107 | 6,712 | 0.0% | 0.01% | 56 | -181,393 | -56.25% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 135,129 | 6,428 | 0.05% | — | 57 | +135,129 | New | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | Added to | 134,097 | 6,378 | 0.04% | 0.04% | 58 | +6,551 | 5.14% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | New | 127,181 | 6,050 | 0.04% | — | 59 | +127,181 | New | Q1 2026 | May 15, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Added to | 123,438 | 5,872 | 0.3% | 0.29% | 60 | +6,924 | 5.94% | Q1 2026 | Apr 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 120,488 | 5,731 | 0.0% | 0.0% | 61 | +102,467 | 568.6% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 116,986 | 5,565 | 0.01% | 0.01% | 62 | -32,524 | -21.75% | Q1 2026 | May 08, 2026 |
| KBC Group NV | History | Added to | 116,847 | 5,558 | 0.01% | 0.0% | 63 | +113,997 | 3999.89% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 116,107 | 5,523 | 0.0% | 0.0% | 64 | +3 | 0.0% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 114,822 | 5,462 | 0.0% | 0.01% | 65 | -3,956 | -3.33% | Q1 2026 | May 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 108,371 | 5,155 | 0.04% | 0.02% | 66 | +45,035 | 71.1% | Q1 2026 | Apr 14, 2026 |
| Jump Financial, LLC | History | Added to | 107,439 | 5,110 | 0.07% | 0.0% | 67 | +100,961 | 1558.52% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 106,662 | 5,073 | 0.02% | 0.03% | 68 | -597 | -0.56% | Q1 2026 | Apr 24, 2026 |
| DIADEMA PARTNERS LP | History | Reduced | 106,300 | 5,056 | 0.86% | 1.02% | 69 | -6,400 | -5.68% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 96,357 | 5,052 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 105,373 | 5,012 | 0.07% | 0.03% | 71 | +74,358 | 239.75% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 105,000 | 4,995 | 0.0% | 0.0% | 72 | +20,060 | 23.62% | Q1 2026 | May 15, 2026 |
| Capital International Sarl | History | Added to | 102,278 | 4,865 | 0.08% | 0.08% | 73 | +7,509 | 7.92% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 101,232 | 4,815 | 0.01% | 0.0% | 74 | +23,109 | 29.58% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 100,970 | 4,803 | 0.0% | 0.0% | 75 | -31,723 | -23.91% | Q1 2026 | May 11, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 96,820 | 4,606 | 0.07% | 0.08% | 76 | -6,030 | -5.86% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 95,770 | 4,555 | 0.02% | 0.01% | 77 | +54,470 | 131.89% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 94,716 | 4,484 | 0.01% | 0.01% | 78 | +5,008 | 5.58% | Q1 2026 | May 15, 2026 |
| Baker Chad R | History | Added to | 93,300 | 4,438 | 0.84% | 0.89% | 79 | +30 | 0.03% | Q1 2026 | Apr 17, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 92,481 | 4,399 | 0.34% | 0.27% | 80 | +8,091 | 9.59% | Q1 2026 | May 12, 2026 |
| Slow Capital, Inc. | History | Added to | 91,223 | 4,339 | 0.56% | 0.48% | 81 | +14,593 | 19.04% | Q1 2026 | Apr 24, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 90,336 | 4,297 | 0.02% | 0.02% | 82 | -10,678 | -10.57% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 90,061 | 4,284 | 0.01% | 0.0% | 83 | +81,472 | 948.56% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 89,683 | 4,266 | 0.13% | 0.11% | 84 | +32,218 | 56.07% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 88,611 | 4,215 | 0.01% | 0.01% | 85 | -19,857 | -18.31% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 86,029 | 4,092 | 0.01% | 0.0% | 86 | +53,990 | 168.51% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 85,294 | 4,057 | 0.0% | 0.0% | 87 | -537 | -0.63% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 83,356 | 3,965 | 0.0% | 0.0% | 88 | +12,864 | 18.25% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 82,206 | 3,910 | 0.0% | 0.0% | 89 | +25,634 | 45.31% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 78,488 | 3,733 | 0.01% | 0.01% | 90 | +375 | 0.48% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 76,862 | 3,656 | 0.0% | — | 91 | +76,862 | New | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 75,640 | 3,598 | 0.0% | 0.0% | 92 | -12,271 | -13.96% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 73,325 | 3,488 | 0.01% | 0.01% | 93 | -39,342 | -34.92% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 70,532 | 3,355 | 0.01% | 0.0% | 94 | +42,560 | 152.15% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 64,117 | 3,050 | 0.0% | 0.0% | 95 | +3,321 | 5.46% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 62,423 | 2,969 | 0.03% | 0.02% | 96 | +36,082 | 136.98% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 63,666 | 2,912 | 0.0% | 0.0% | 97 | +6,177 | 10.74% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 60,056 | 2,856 | 0.0% | 0.0% | 98 | +845 | 1.43% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 59,245 | 2,818 | 0.0% | 0.0% | 99 | -4,668 | -7.3% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 57,254 | 2,723 | 0.0% | 0.0% | 100 | -287,734 | -83.4% | Q1 2026 | May 14, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 57,022 | 2,712 | 2.67% | 2.68% | 101 | +1,285 | 2.31% | Q1 2026 | Apr 07, 2026 |
| Caption Management, LLC | History | Reduced | 57,000 | 2,711 | 0.02% | 0.2% | 102 | -493,600 | -89.65% | Q1 2026 | May 15, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | Added to | 56,066 | 2,667 | 0.1% | 0.1% | 103 | +547 | 0.99% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 55,506 | 2,640 | 0.03% | 0.03% | 104 | +870 | 1.59% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 52,546 | 2,499 | 0.01% | 0.01% | 105 | +4,374 | 9.08% | Q1 2026 | May 15, 2026 |
| Monashee Investment Management LLC | History | New | 50,000 | 2,378 | 1.29% | — | 106 | +50,000 | New | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Reduced | 49,706 | 2,364 | 0.04% | 0.05% | 107 | -885 | -1.75% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 49,636 | 2,361 | 0.01% | 0.01% | 108 | +1,625 | 3.38% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 49,015 | 2,331 | 0.01% | 0.01% | 109 | +16,215 | 49.44% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 47,989 | 2,282 | 0.0% | 0.0% | 110 | +41,263 | 613.48% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 47,550 | 2,261 | 0.13% | 0.14% | 111 | +24,316 | 104.66% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 47,448 | 2,257 | 0.0% | 0.0% | 112 | +17,004 | 55.85% | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 47,065 | 2,238 | 0.0% | 0.0% | 113 | -3,181 | -6.33% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 43,900 | 2,088 | 0.0% | 0.0% | 114 | -7,400 | -14.42% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 43,777 | 2,082 | 0.0% | 0.0% | 115 | +2,247 | 5.41% | Q1 2026 | May 15, 2026 |
| Privium Fund Management B.V. | History | No change | 42,874 | 2,039 | 0.42% | 0.41% | 116 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 41,009 | 1,950 | 0.07% | 0.06% | 117 | +2,899 | 7.61% | Q1 2026 | Apr 24, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 40,274 | 1,916 | 0.0% | 0.0% | 118 | +5,500 | 15.82% | Q1 2026 | May 18, 2026 |
| Palo Alto Investors LP | History | Reduced | 39,605 | 1,884 | 0.29% | 0.3% | 119 | -1,621 | -3.93% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 39,235 | 1,866 | 0.0% | — | 120 | +39,235 | New | Q1 2026 | May 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 38,853 | 1,848 | 0.22% | 0.26% | 121 | +100 | 0.26% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 38,183 | 1,816 | 0.0% | 0.0% | 122 | -13,997 | -26.82% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,992 | 1,807 | 0.0% | 0.01% | 123 | -6,416 | -14.45% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 37,608 | 1,789 | 0.0% | 0.0% | 124 | +10,719 | 39.86% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 35,681 | 1,697 | 0.01% | 0.02% | 125 | -21,340 | -37.42% | Q1 2026 | May 15, 2026 |
| West Family Investments, Inc. | History | No change | 35,500 | 1,688 | 0.59% | 0.44% | 126 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Canal Insurance CO | History | New | 35,100 | 1,670 | 0.36% | — | 127 | +35,100 | New | Q1 2026 | May 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 34,869 | 1,658 | 0.0% | 0.0% | 128 | +797 | 2.34% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 34,811 | 1,655 | 0.0% | 0.0% | 129 | +26,245 | 306.39% | Q1 2026 | May 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 34,734 | 1,652 | 0.39% | 0.38% | 130 | +4,300 | 14.13% | Q1 2026 | Apr 17, 2026 |
| Capital International, Inc./CA/ | History | Added to | 34,340 | 1,633 | 0.01% | 0.01% | 131 | +1,361 | 4.13% | Q1 2026 | May 13, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 32,519 | 1,546 | 0.45% | 0.48% | 132 | +929 | 2.94% | Q1 2026 | Apr 10, 2026 |
| LMR Partners LLP | History | Added to | 31,600 | 1,503 | 0.0% | 0.0% | 133 | +26,600 | 532.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 31,546 | 1,500 | 0.0% | 0.0% | 134 | -1,878 | -5.62% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 29,313 | 1,394 | 0.01% | 0.01% | 135 | -11,025 | -27.33% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 29,099 | 1,384 | 0.0% | 0.0% | 136 | +2,112 | 7.83% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 28,381 | 1,350 | 0.0% | 0.0% | 137 | +3,835 | 15.62% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 28,000 | 1,331 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,677 | 1,320 | 0.0% | 0.01% | 139 | -62,679 | -70.15% | Q1 2026 | Apr 08, 2026 |
| Handelsbanken Fonder AB | History | No change | 26,900 | 1,280 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 26,078 | 1,240 | 0.04% | 0.05% | 141 | -1,633 | -5.89% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 25,887 | 1,213 | 0.0% | 0.0% | 142 | +12,167 | 88.68% | Q1 2026 | Apr 30, 2026 |
| Moran Wealth Management, LLC | History | Added to | 25,302 | 1,203 | 0.04% | 0.03% | 143 | +8,717 | 52.56% | Q1 2026 | Apr 27, 2026 |
| Hedges Asset Management LLC | History | No change | 22,775 | 1,194 | 0.84% | 0.84% | 144 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Deuterium Capital Management, LLC | History | New | 25,000 | 1,189 | 1.38% | — | 147 | +25,000 | New | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 24,999 | 1,189 | 0.01% | 0.01% | 145 | -3,045 | -10.86% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 25,004 | 1,189 | 0.0% | 0.0% | 146 | -2,505 | -9.11% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 24,723 | 1,176 | 0.01% | 0.01% | 148 | +1,242 | 5.29% | Q1 2026 | Apr 29, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | Added to | 24,685 | 1,174 | 0.11% | 0.11% | 149 | +1,685 | 7.33% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,625 | 1,171 | 0.0% | 0.0% | 150 | +3,800 | 18.25% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 24,566 | 1,168 | 0.05% | 0.05% | 151 | +1,000 | 4.24% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 23,717 | 1,128 | 0.0% | 0.0% | 152 | +202 | 0.86% | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Added to | 23,559 | 1,120 | 0.01% | 0.01% | 153 | +882 | 3.89% | Q1 2026 | May 01, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 23,533 | 1,119 | 0.26% | 0.3% | 154 | -1,500 | -5.99% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,308 | 1,061 | 0.0% | 0.0% | 155 | +16 | 0.07% | Q1 2026 | Apr 22, 2026 |
| NOMURA HOLDINGS INC | History | New | 22,273 | 1,059 | 0.0% | — | 157 | +22,273 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,268 | 1,059 | 0.0% | 0.0% | 156 | +1,522 | 7.34% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 19,880 | 1,042 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 21,694 | 1,031 | 0.0% | — | 160 | +21,694 | New | Q1 2026 | May 08, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 21,679 | 1,031 | 0.03% | 0.02% | 159 | +8,447 | 63.84% | Q1 2026 | May 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 21,519 | 1,023 | 0.0% | 0.0% | 161 | +158 | 0.74% | Q1 2026 | May 08, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 21,453 | 1,020 | 0.01% | 0.01% | 162 | -2,462 | -10.29% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,052 | 1,001 | 0.0% | 0.0% | 163 | +416 | 2.02% | Q1 2026 | Apr 30, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 20,933 | 995 | 0.04% | — | 164 | +20,933 | New | Q1 2026 | May 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Added to | 20,500 | 975 | 0.91% | 0.78% | 165 | +3,000 | 17.14% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 20,460 | 973 | 0.03% | — | 166 | +20,460 | New | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,066 | 954 | 0.02% | 0.02% | 167 | +1,007 | 5.28% | Q1 2026 | Apr 10, 2026 |
| Vontobel Holding Ltd. | History | Added to | 19,828 | 943 | 0.0% | 0.0% | 168 | +6,826 | 52.5% | Q1 2026 | May 08, 2026 |
| Inspire Advisors, LLC | History | Added to | 19,764 | 940 | 0.08% | 0.08% | 169 | +3,392 | 20.72% | Q1 2026 | May 15, 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | History | New | 18,958 | 901 | 0.09% | — | 170 | +18,958 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 18,900 | 899 | 0.0% | 0.0% | 171 | +1,700 | 9.88% | Q1 2026 | Apr 29, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 18,756 | 892 | 0.08% | 0.05% | 172 | -1,183 | -5.93% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 18,535 | 881 | 0.0% | 0.0% | 173 | +8,955 | 93.48% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,124 | 862 | 0.01% | 0.01% | 174 | +3,617 | 24.93% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 17,923 | 852 | 0.0% | 0.0% | 175 | -5,600 | -23.81% | Q1 2026 | Apr 24, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,927 | 852 | 0.0% | 0.0% | 176 | -2,520 | -12.32% | Q1 2026 | Apr 24, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 17,463 | 831 | 0.03% | 0.03% | 177 | -227 | -1.28% | Q1 2026 | Apr 20, 2026 |
| Headlands Technologies LLC | History | New | 17,393 | 827 | 0.09% | — | 178 | +17,393 | New | Q1 2026 | May 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 17,033 | 810 | 0.06% | 0.08% | 179 | -3,496 | -17.03% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,965 | 807 | 0.01% | 0.01% | 180 | +2,121 | 14.29% | Q1 2026 | May 15, 2026 |
| Farrow Financial, Inc. | History | Added to | 16,979 | 807 | 0.46% | 0.49% | 181 | +849 | 5.26% | Q1 2026 | May 01, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 16,400 | 780 | 0.0% | — | 182 | +16,400 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 15,825 | 753 | 0.0% | 0.0% | 183 | +3,167 | 25.02% | Q1 2026 | May 13, 2026 |
| Kassira Wealth Management LLC | History | Added to | 15,789 | 751 | 0.69% | 0.76% | 184 | +601 | 3.96% | Q1 2026 | Apr 30, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | Reduced | 15,000 | 713 | 0.37% | 0.43% | 185 | -2,000 | -11.76% | Q1 2026 | Apr 21, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 14,894 | 708 | 0.2% | 0.17% | 186 | +2,838 | 23.54% | Q1 2026 | May 14, 2026 |
| SAXON INTERESTS, INC. | History | New | 14,596 | 694 | 0.24% | — | 187 | +14,596 | New | Q1 2026 | Apr 29, 2026 |
| SFE Investment Counsel | History | Added to | 14,120 | 671 | 0.11% | 0.1% | 188 | +1,520 | 12.06% | Q1 2026 | May 01, 2026 |
| Entropy Technologies, LP | History | New | 14,067 | 669 | 0.03% | — | 190 | +14,067 | New | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 14,074 | 669 | 0.02% | 0.01% | 189 | +1,052 | 8.08% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,562 | 645 | 0.0% | 0.0% | 191 | -14,850 | -52.27% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 13,491 | 641 | 0.0% | 0.0% | 192 | -3,418 | -20.21% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 13,270 | 631 | 0.01% | 0.0% | 193 | +679 | 5.39% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 12,852 | 611 | 0.0% | 0.0% | 194 | -959 | -6.94% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,291 | 608 | 0.0% | 0.0% | 195 | +6,527 | 113.24% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 11,100 | 594 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,085 | 574 | 0.0% | 0.0% | 197 | -851 | -6.58% | Q1 2026 | May 15, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | No change | 11,707 | 556 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| E Fund Management Co., Ltd. | History | New | 11,611 | 552 | 0.02% | — | 199 | +11,611 | New | Q1 2026 | Apr 13, 2026 |
| Virtu Financial LLC | History | Reduced | 11,590 | 551 | 0.02% | 0.03% | 200 | -4,854 | -29.52% | Q1 2026 | May 14, 2026 |
| Jacobs Equity LLC | History | Reduced | 11,590 | 551 | 0.49% | 0.61% | 201 | -500 | -4.14% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 11,436 | 544 | 0.02% | 0.02% | 202 | +499 | 4.56% | Q1 2026 | May 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 11,111 | 528 | 0.03% | 0.02% | 203 | +1,111 | 11.11% | Q1 2026 | May 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 11,094 | 527 | 0.0% | 0.0% | 204 | -1,056 | -8.69% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,064 | 526 | 0.01% | 0.01% | 205 | -394 | -3.44% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 11,016 | 524 | 0.0% | 0.0% | 206 | +1,466 | 15.35% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 10,773 | 512 | 0.0% | 0.0% | 207 | -158 | -1.45% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 10,568 | 502 | 0.0% | 0.0% | 208 | +550 | 5.49% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 10,503 | 499 | 0.0% | 0.0% | 209 | +4,772 | 83.27% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,334 | 491 | 0.01% | 0.01% | 210 | +523 | 5.33% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,102 | 480 | 0.0% | 0.0% | 211 | +169 | 1.7% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,060 | 478 | 0.0% | 0.0% | 212 | -1,386 | -12.11% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,937 | 472 | 0.0% | 0.0% | 213 | -1,239 | -11.09% | Q1 2026 | May 05, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 9,796 | 465 | 0.01% | 0.01% | 214 | -443 | -4.33% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 9,711 | 462 | 0.03% | — | 215 | +9,711 | New | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,616 | 457 | 0.01% | 0.01% | 216 | -1 | -0.01% | Q1 2026 | May 18, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 9,539 | 453 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | New | 9,507 | 452 | 0.03% | — | 219 | +9,507 | New | Q1 2026 | May 07, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 9,502 | 452 | 0.09% | 0.09% | 218 | +1,051 | 12.44% | Q1 2026 | May 14, 2026 |
| PSP Research LLC | History | Reduced | 9,500 | 451 | 0.32% | 0.44% | 220 | -80 | -0.84% | Q1 2026 | Apr 17, 2026 |
| Jupiter Wealth Management LLC | History | No change | 8,500 | 448 | 0.18% | 0.18% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 9,323 | 443 | 0.03% | 0.04% | 222 | -2,625 | -21.97% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Reduced | 9,173 | 436 | 0.03% | 0.19% | 223 | -52,670 | -85.17% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,951 | 436 | 0.0% | 0.0% | 224 | +211 | 2.41% | Q1 2026 | Apr 07, 2026 |
| GFS Advisors, LLC | History | New | 12,500 | 427 | 0.05% | — | 225 | +12,500 | New | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,961 | 426 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | No change | 8,950 | 425 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PFG Investments, LLC | History | Reduced | 8,926 | 424 | 0.02% | 0.02% | 228 | -100 | -1.11% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,700 | 413 | 0.01% | 0.01% | 229 | -529 | -5.73% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 8,615 | 409 | 0.01% | 0.01% | 230 | -291 | -3.27% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 8,545 | 406 | 0.0% | 0.0% | 231 | -602 | -6.58% | Q1 2026 | May 05, 2026 |
| XPONANCE LLC | History | Added to | 8,436 | 401 | 0.0% | 0.0% | 232 | +1,524 | 22.05% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,363 | 397 | 0.0% | 0.0% | 233 | -2,105 | -20.11% | Q1 2026 | May 13, 2026 |
| Amundi | History | New | 8,262 | 393 | 0.0% | — | 234 | +8,262 | New | Q1 2026 | May 15, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Added to | 8,220 | 391 | 0.09% | 0.1% | 235 | +135 | 1.67% | Q1 2026 | May 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,202 | 390 | 0.0% | 0.0% | 236 | +489 | 6.34% | Q1 2026 | May 08, 2026 |
| Formidable Asset Management, LLC | History | Added to | 7,298 | 382 | 0.06% | 0.03% | 237 | +3,650 | 100.05% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,003 | 380 | 0.02% | 0.02% | 238 | +1,111 | 16.12% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | Added to | 7,907 | 376 | 0.0% | 0.01% | 239 | +585 | 7.99% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,843 | 373 | 0.02% | 0.03% | 240 | +336 | 4.48% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,807 | 371 | 0.01% | 0.01% | 241 | +175 | 2.29% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | New | 7,787 | 370 | 0.01% | — | 242 | +7,787 | New | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,475 | 355 | 0.01% | 0.01% | 243 | +278 | 3.86% | Q1 2026 | May 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 7,429 | 353 | 0.04% | 0.04% | 244 | +102 | 1.39% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,401 | 352 | 0.0% | 0.0% | 245 | -27,360 | -78.71% | Q1 2026 | May 04, 2026 |
| Norris Financial Group, LLC | History | Reduced | 7,257 | 345 | 0.11% | 0.14% | 246 | -585 | -7.46% | Q1 2026 | May 20, 2026 |
| CHOREO, LLC | History | Reduced | 7,114 | 338 | 0.0% | 0.01% | 247 | -975 | -12.05% | Q1 2026 | May 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 6,988 | 332 | 0.0% | 0.0% | 248 | +15 | 0.22% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 6,940 | 330 | 0.0% | 0.0% | 249 | +750 | 12.12% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,885 | 327 | 0.0% | — | 250 | +6,885 | New | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,846 | 325 | 0.01% | 0.01% | 251 | -650 | -8.67% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 6,819 | 324 | 0.0% | 0.0% | 252 | +2,360 | 52.93% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 6,743 | 320 | 0.01% | — | 253 | +6,743 | New | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | New | 6,577 | 312 | 0.08% | — | 255 | +6,577 | New | Q1 2026 | May 14, 2026 |
| Mason & Associates Inc | History | Added to | 7,051 | 312 | 0.06% | 0.06% | 254 | +1,127 | 19.02% | Q1 2026 | Apr 30, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 6,542 | 311 | 0.32% | 0.36% | 256 | -1,041 | -13.73% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 5,767 | 302 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,324 | 300 | 0.0% | 0.0% | 258 | +353 | 5.91% | Q1 2026 | May 05, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 6,300 | 299 | 0.09% | 0.07% | 259 | +1,400 | 28.57% | Q1 2026 | Apr 27, 2026 |
| Westside Investment Management, Inc. | History | Added to | 6,240 | 298 | 0.05% | 0.05% | 260 | +100 | 1.63% | Q1 2026 | May 04, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 6,250 | 297 | 0.08% | 0.07% | 261 | +1,000 | 19.05% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 6,238 | 296 | 0.0% | 0.0% | 262 | +2,617 | 72.27% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 5,932 | 289 | 0.0% | 0.0% | 263 | +605 | 11.36% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,886 | 279 | 0.0% | 0.0% | 264 | +1,288 | 28.01% | Q1 2026 | Apr 27, 2026 |
| Intellectus Partners, LLC | History | No change | 5,845 | 278 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,723 | 272 | 0.01% | 0.02% | 266 | +93 | 1.65% | Q1 2026 | Apr 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 5,636 | 268 | 0.0% | — | 267 | +5,636 | New | Q1 2026 | May 15, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | New | 5,600 | 266 | 0.05% | — | 269 | +5,600 | New | Q1 2026 | Apr 13, 2026 |
| Alteri Wealth LLC | History | Reduced | 5,604 | 266 | 0.09% | 0.1% | 268 | -14 | -0.25% | Q1 2026 | May 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 5,519 | 262 | 0.0% | 0.01% | 270 | -186 | -3.26% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 5,365 | 255 | 0.02% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,298 | 252 | 0.01% | 0.0% | 273 | +2,874 | 118.56% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,314 | 252 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 5,073 | 241 | 0.0% | — | 274 | +5,073 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,053 | 240 | 0.0% | — | 278 | +5,053 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 4,950 | 240 | 0.0% | — | 277 | +4,950 | New | Q1 2026 | May 15, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 5,055 | 240 | 0.1% | 0.11% | 275 | +175 | 3.59% | Q1 2026 | Apr 16, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 5,051 | 240 | 0.09% | 0.09% | 276 | -140 | -2.7% | Q1 2026 | May 11, 2026 |
| Bellevue Group AG | History | Added to | 5,016 | 238 | 0.01% | 0.0% | 280 | +3,136 | 166.81% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,007 | 238 | 0.0% | 0.0% | 279 | +376 | 8.12% | Q1 2026 | May 04, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 4,990 | 237 | 0.0% | 0.0% | 281 | -44 | -0.87% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,957 | 235 | 0.01% | 0.01% | 282 | -90 | -1.78% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,886 | 232 | 0.01% | 0.01% | 284 | +310 | 6.77% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 4,879 | 232 | 0.0% | 0.0% | 283 | +303 | 6.62% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,862 | 231 | 0.01% | 0.01% | 285 | +52 | 1.08% | Q1 2026 | May 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 4,840 | 230 | 0.03% | 0.02% | 287 | +980 | 25.39% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 6,767 | 230 | 0.07% | 0.07% | 286 | -387 | -5.41% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,799 | 228 | 0.0% | 0.0% | 288 | +74 | 1.57% | Q1 2026 | Apr 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 4,738 | 225 | 0.01% | — | 289 | +4,738 | New | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Added to | 4,650 | 221 | 0.01% | 0.0% | 290 | +483 | 11.59% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 4,560 | 216 | 0.0% | 0.0% | 291 | +293 | 6.87% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 4,538 | 215 | 0.02% | — | 293 | +4,538 | New | Q1 2026 | May 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 4,525 | 215 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SummitTX Capital, L.P. | History | New | 4,448 | 211 | 0.01% | — | 294 | +4,448 | New | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Added to | 4,360 | 207 | 0.06% | 0.07% | 295 | +10 | 0.23% | Q1 2026 | May 01, 2026 |
| SIG BROKERAGE, LP | History | New | 4,326 | 205 | 0.01% | — | 296 | +4,326 | New | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | New | 4,301 | 204 | 0.12% | — | 297 | +4,301 | New | Q1 2026 | Apr 28, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 4,266 | 202 | 0.01% | 0.01% | 299 | -126 | -2.87% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,259 | 202 | 0.0% | 0.0% | 298 | +74 | 1.77% | Q1 2026 | May 15, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 4,250 | 202 | 0.1% | 0.11% | 300 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | No change | 4,016 | 191 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | New | 4,000 | 190 | 0.08% | — | 302 | +4,000 | New | Q1 2026 | May 01, 2026 |
| SG Americas Securities, LLC | History | Reduced | 3,737 | 178 | 0.0% | 0.0% | 303 | -10,097 | -72.99% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,553 | 169 | 0.0% | 0.0% | 304 | -5 | -0.14% | Q1 2026 | Jun 02, 2026 |
| Corient IA LLC | History | Reduced | 3,540 | 168 | 0.16% | 0.2% | 305 | -460 | -11.5% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,489 | 166 | 0.0% | 0.0% | 306 | +1,622 | 86.88% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | No change | 3,392 | 161 | 0.08% | 0.11% | 307 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | Added to | 3,320 | 157 | 0.0% | 0.0% | 308 | +1,000 | 43.1% | Q1 2026 | Apr 13, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 3,300 | 156 | 0.16% | 0.17% | 309 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,037 | 144 | 0.0% | 0.0% | 310 | -2,017 | -39.91% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | No change | 2,870 | 136 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,818 | 134 | 0.0% | 0.0% | 312 | +166 | 6.26% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,807 | 133 | 0.0% | 0.0% | 313 | +484 | 20.84% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,702 | 131 | 0.0% | 0.0% | 315 | +1,046 | 63.16% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,759 | 131 | 0.0% | 0.0% | 314 | +234 | 9.27% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,673 | 127 | 0.0% | 0.0% | 316 | -380 | -12.45% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,513 | 119 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Perspectives, Inc | History | No change | 2,422 | 115 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,400 | 114 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,260 | 107 | 0.0% | — | 320 | +2,260 | New | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Added to | 2,218 | 105 | 0.0% | 0.0% | 321 | +650 | 41.45% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | No change | 2,187 | 104 | 0.0% | 0.01% | 322 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,140 | 101 | 0.0% | 0.0% | 323 | +268 | 14.32% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,898 | 99 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | Added to | 2,014 | 95 | 0.02% | 0.0% | 325 | +1,812 | 897.03% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 1,967 | 93 | 0.0% | — | 326 | +1,967 | New | Q1 2026 | May 19, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | Added to | 1,900 | 90 | 0.06% | 0.05% | 327 | +240 | 14.46% | Q1 2026 | May 14, 2026 |
| Neo Ivy Capital Management | History | Reduced | 1,725 | 82 | 0.02% | 0.65% | 328 | -77,001 | -97.81% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,545 | 81 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,667 | 79 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 1,581 | 75 | 0.0% | 0.0% | 331 | +331 | 26.48% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,544 | 73 | 0.0% | 0.0% | 332 | +42 | 2.8% | Q1 2026 | Apr 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 1,521 | 72 | 0.0% | — | 334 | +1,521 | New | Q1 2026 | May 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,514 | 72 | 0.0% | 0.0% | 333 | +396 | 35.42% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,400 | 67 | 0.0% | — | 335 | +1,400 | New | Q1 2026 | May 01, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,399 | 66 | 0.0% | 0.0% | 336 | -785 | -35.94% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | No change | 1,377 | 65 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,361 | 64 | 0.0% | 0.03% | 338 | -57,066 | -97.67% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,338 | 63 | 0.0% | 0.0% | 340 | +456 | 51.7% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Added to | 1,329 | 63 | 0.28% | 0.02% | 341 | +134 | 11.21% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,325 | 63 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,312 | 62 | 0.0% | 0.0% | 342 | +937 | 249.87% | Q1 2026 | May 07, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 1,300 | 61 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,211 | 57 | 0.0% | 0.0% | 344 | +214 | 21.46% | Q1 2026 | Apr 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,100 | 52 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,073 | 51 | 0.01% | 0.01% | 346 | +50 | 4.89% | Q1 2026 | Apr 14, 2026 |
| Banque Transatlantique SA | History | New | 1,008 | 47 | 0.0% | — | 348 | +1,008 | New | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Darwin Wealth Management, LLC | History | No change | 925 | 44 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EMC Capital Management | History | No change | 700 | 38 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 767 | 36 | 0.01% | 0.0% | 352 | +484 | 171.02% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 773 | 36 | 0.0% | 0.0% | 351 | +60 | 8.42% | Q1 2026 | May 08, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 744 | 35 | 0.01% | 0.02% | 353 | -435 | -36.9% | Q1 2026 | May 01, 2026 |
| Opal Wealth Advisors, LLC | History | New | 681 | 32 | 0.01% | — | 356 | +681 | New | Q1 2026 | Apr 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 688 | 32 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 682 | 32 | 0.01% | 0.02% | 355 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Oakworth Capital, Inc. | History | No change | 646 | 30 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Added to | 613 | 29 | 0.0% | 0.0% | 358 | +247 | 67.49% | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 607 | 28 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Costello Asset Management, INC | History | No change | 600 | 28 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 585 | 27 | 0.0% | 0.0% | 362 | -34 | -5.49% | Q1 2026 | Jun 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 576 | 27 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 535 | 25 | 0.0% | — | 363 | +535 | New | Q1 2026 | Apr 29, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 500 | 23 | 0.0% | 0.0% | 364 | -100 | -16.67% | Q1 2026 | Apr 10, 2026 |
| Altshuler Shaham Ltd | History | Added to | 500 | 23 | 0.0% | 0.0% | 365 | +80 | 19.05% | Q1 2026 | May 18, 2026 |
| Arax Advisory Partners | History | Added to | 408 | 21 | 0.0% | 0.0% | 366 | +52 | 14.61% | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | Added to | 430 | 20 | 0.0% | 0.0% | 367 | +30 | 7.5% | Q1 2026 | May 05, 2026 |
| Manchester Capital Management LLC | History | No change | 400 | 19 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BIRCHBROOK, INC. | History | No change | 405 | 19 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Crewe Advisors LLC | History | Added to | 350 | 16 | 0.0% | 0.0% | 371 | +100 | 40.0% | Q1 2026 | May 07, 2026 |
| Optiver Holding B.V. | History | Added to | 338 | 16 | 0.0% | 0.0% | 372 | +19 | 5.96% | Q1 2026 | Jun 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 350 | 16 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aventura Private Wealth, LLC | History | No change | 351 | 16 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 300 | 15 | 0.0% | 0.0% | 374 | +200 | 200.0% | Q1 2026 | May 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | New | 300 | 14 | 0.04% | — | 377 | +300 | New | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 321 | 14 | 0.0% | 0.0% | 376 | +5 | 1.58% | Q1 2026 | May 15, 2026 |
| Orion Capital Management LLC | History | No change | 300 | 14 | 0.0% | 0.01% | 375 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | No change | 280 | 13 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 271 | 12 | 0.0% | — | 379 | +271 | New | Q1 2026 | Apr 14, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 255 | 12 | 0.01% | — | 380 | +255 | New | Q1 2026 | Apr 08, 2026 |
| Align Financial, LLC | History | Reduced | 250 | 11 | 0.01% | 0.01% | 381 | -12,860 | -98.09% | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | New | 230 | 11 | 0.01% | — | 382 | +230 | New | Q1 2026 | May 15, 2026 |
| Forum Finance Group S.A. | History | New | 250 | 10 | 0.01% | — | 389 | +250 | New | Q1 2026 | May 07, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 221 | 10 | 0.01% | 0.0% | 388 | +200 | 952.38% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 215 | 10 | 0.0% | 0.0% | 383 | -100 | -31.75% | Q1 2026 | May 04, 2026 |
| Millstone Evans Group, LLC | History | Added to | 213 | 10 | 0.01% | 0.0% | 386 | +63 | 42.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 207 | 10 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Abound Wealth Management | History | No change | 225 | 10 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 225 | 10 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 200 | 9 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Advisors | History | No change | 209 | 9 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | No change | 206 | 9 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WealthCollab, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Bank of Jackson Hole Trust | History | No change | 200 | 9 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 169 | 8 | 0.0% | — | 396 | +151 | 838.89% | Q1 2026 | Apr 06, 2026 |
| CX Institutional | History | No change | 174 | 8 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 155 | 7 | 0.0% | — | 403 | +155 | New | Q1 2026 | May 20, 2026 |
| Hickory Point Bank & Trust | History | New | 150 | 7 | 0.0% | — | 404 | +150 | New | Q1 2026 | Apr 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 164 | 7 | 0.01% | 0.01% | 402 | -121 | -42.46% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 160 | 7 | 0.0% | 0.0% | 400 | -1 | -0.62% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 158 | 7 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 152 | 7 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 135 | 6 | 0.0% | 0.0% | 405 | +35 | 35.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 127 | 6 | 0.0% | 0.0% | 407 | -25 | -16.45% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | Reduced | 144 | 6 | 0.0% | 0.0% | 408 | -1 | -0.69% | Q1 2026 | May 08, 2026 |
| Front Row Advisors LLC | History | No change | 134 | 6 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 122 | 5 | 0.0% | 0.0% | 409 | +81 | 197.56% | Q1 2026 | May 07, 2026 |
| GODSEY & GIBB, INC | History | No change | 108 | 5 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sachetta, LLC | History | Reduced | 105 | 4 | 0.0% | 0.01% | 421 | -200 | -65.57% | Q1 2026 | May 01, 2026 |
| VSM Wealth Advisory, LLC | History | New | 100 | 4 | 0.0% | — | 425 | +100 | New | Q1 2026 | May 05, 2026 |
| Covestor Ltd | History | Reduced | 93 | 4 | 0.0% | 0.0% | 419 | -77 | -45.29% | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 101 | 4 | 0.0% | 0.0% | 411 | -62 | -38.04% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 99 | 4 | 0.0% | 0.0% | 418 | -19 | -16.1% | Q1 2026 | Apr 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 105 | 4 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 86 | 4 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Trust, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Independence Bank of Kentucky | History | No change | 90 | 4 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | No change | 100 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Freedom, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BankPlus Trust Department | History | No change | 100 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | No change | 100 | 4 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 75 | 3 | 0.0% | 0.0% | 426 | -802 | -91.45% | Q1 2026 | May 06, 2026 |
| Hurley Capital, LLC | History | New | 80 | 3 | 0.0% | — | 436 | +80 | New | Q1 2026 | May 06, 2026 |
| Hamrick Investment Counsel, llc | History | New | 80 | 3 | 0.0% | — | 438 | +80 | New | Q1 2026 | May 11, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 75 | 3 | 0.0% | — | 437 | +75 | New | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 75 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pflug Koory, LLC | History | No change | 84 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 68 | 3 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gould Capital, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 68 | 3 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 80 | 3 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dogwood Wealth Management LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Monetary Solutions, Ltd | History | No change | 80 | 3 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 61 | 2 | 0.0% | 0.0% | 439 | -501 | -89.15% | Q1 2026 | May 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 55 | 2 | 0.0% | 0.02% | 449 | -413 | -88.25% | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 62 | 2 | 0.0% | — | 450 | +62 | New | Q1 2026 | May 06, 2026 |
| Persistent Asset Partners Ltd | History | Added to | 270 | 2 | 0.0% | 0.0% | 448 | +12 | 4.65% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 44 | 2 | 0.0% | 0.0% | 441 | -4 | -8.33% | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | No change | 50 | 2 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | No change | 50 | 2 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFS Advisors, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fairscale Capital, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 41 | 1 | 0.0% | 0.0% | 451 | -42 | -50.6% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 41 | 1 | 0.0% | — | 464 | +41 | New | Q1 2026 | Apr 28, 2026 |
| Legacy Bridge, LLC | History | New | 40 | 1 | 0.0% | — | 463 | +40 | New | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | New | 36 | 1 | 0.0% | — | 466 | +36 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 35 | 1 | 0.0% | — | 462 | +35 | New | Q1 2026 | Apr 13, 2026 |
| Colonial Trust Co / SC | History | New | 28 | 1 | 0.0% | — | 465 | +28 | New | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | New | 26 | 1 | 0.0% | — | 467 | +26 | New | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 21 | 1 | 0.0% | — | 460 | +6 | 40.0% | Q1 2026 | May 11, 2026 |
| PayPay Securities Corp | History | Reduced | 20 | 1 | 0.03% | 0.03% | 457 | -2 | -9.09% | Q1 2026 | Apr 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 40 | 1 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mascoma Wealth Management LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kozak & Associates, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pacifica Partners Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SJS Investment Consulting Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 31 | 1 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ORG Partners LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Contrarius Group Holdings Ltd | History | Closed out | 0 | 0 | — | 0.4% | — | -156,605 | -100.0% | Q1 2026 | May 11, 2026 |
| No Street GP LP | History | Closed out | 0 | 0 | — | 0.44% | — | -125,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Beck Bode, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -98,801 | -100.0% | Q1 2026 | May 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -92,402 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -60,000 | -100.0% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -54,325 | -100.0% | Q1 2026 | May 13, 2026 |
| Stonepine Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.91% | — | -50,000 | -100.0% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -40,745 | -100.0% | Q1 2026 | May 07, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.18% | — | -40,586 | -100.0% | Q1 2026 | May 07, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -28,037 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -25,950 | -100.0% | Q1 2026 | May 15, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Closed out | 0 | 0 | — | 0.19% | — | -25,803 | -100.0% | Q1 2026 | May 13, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,132 | -100.0% | Q1 2026 | May 08, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.04% | — | -22,020 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Intesa Sanpaolo S.p.A. | History | Closed out | 0 | 0 | — | 0.06% | — | -21,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,009 | -100.0% | Q1 2026 | May 14, 2026 |
| MYDA Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -15,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,934 | -100.0% | Q1 2026 | May 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,447 | -100.0% | Q1 2026 | May 07, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,322 | -100.0% | Q1 2026 | May 14, 2026 |
| WINCAP FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -9,790 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,480 | -100.0% | Q1 2026 | May 20, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -6,337 | -100.0% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,112 | -100.0% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,761 | -100.0% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,200 | -100.0% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,187 | -100.0% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,234 | -100.0% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,217 | -100.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,147 | -100.0% | Q1 2026 | May 11, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,072 | -100.0% | Q1 2026 | May 15, 2026 |
| FIFTH LANE CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -4,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Buckland Partners Management Co LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -3,847 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,843 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,961 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,739 | -100.0% | Q1 2026 | May 08, 2026 |
| Turn8 Private Wealth Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,556 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,449 | -100.0% | Q1 2026 | May 13, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -1,296 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,060 | -100.0% | Q1 2026 | May 15, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -906 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Ramirez Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 12, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -223 | -100.0% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | May 06, 2026 |
| Inspire Investing, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -138 | -99.28% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | May 29, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 29, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 07, 2026 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 9 | 0 | — | 0.0% | — | -28 | -75.68% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 08, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -17 | -53.13% | Q1 2026 | Apr 24, 2026 |
| SRH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | Apr 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 8 | 0 | — | 0.0% | — | -13 | -61.9% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 01, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 20, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Financial Management LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 08, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 4 | 0 | — | — | — | -7 | -63.64% | Q1 2026 | May 07, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 01, 2026 |
| GS Investments, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 29, 2026 |
| Leo H. Evart, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | Added to | 19 | 0 | — | — | — | +4 | 26.67% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | May 15, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DT Investment Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MTM Investment Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Robbins Farley | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| City State Bank | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Stephens Consulting, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Key Capital Management, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |