CTS CORP - CTS
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.
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 | 4,404,525 | 210,360 | 0.0% | 0.0% | 1 | +16,719 | 0.38% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,744,127 | 117,640 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,993,929 | 95,230 | 0.63% | 0.58% | 3 | -268,519 | -11.87% | Q1 2026 | Apr 21, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,715,216 | 81,918 | 0.34% | 0.32% | 4 | -51,021 | -2.89% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,239,194 | 59,183 | 0.0% | — | 5 | +1,239,194 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,229,595 | 58,723 | 0.01% | 0.01% | 6 | -13,419 | -1.08% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,212,895 | 57,927 | 0.0% | — | 7 | +1,212,895 | New | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 1,198,765 | 57,253 | 0.56% | 0.51% | 8 | -36,564 | -2.96% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 1,151,080 | 55,021 | 0.0% | 0.0% | 9 | +16,059 | 1.41% | Q1 2026 | May 15, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 1,042,452 | 49,787 | 0.62% | 0.51% | 10 | -42,093 | -3.88% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,021,651 | 48,794 | 0.08% | 0.06% | 11 | -49,110 | -4.59% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 740,063 | 35,350 | 0.0% | 0.0% | 12 | +6,511 | 0.89% | Q1 2026 | May 15, 2026 |
| Harvey Partners, LLC | History | Added to | 594,400 | 28,388 | 2.26% | 2.07% | 13 | +50,356 | 9.26% | Q1 2026 | May 15, 2026 |
| ACK Asset Management LLC | History | New | 584,000 | 27,891 | 3.48% | — | 14 | +584,000 | New | Q1 2026 | May 15, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 536,460 | 25,621 | 0.16% | 0.14% | 15 | -18,165 | -3.28% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 469,950 | 22,444 | 0.15% | 0.14% | 16 | -20,100 | -4.1% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 425,510 | 20,322 | 0.0% | 0.0% | 17 | +8,283 | 1.99% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 388,384 | 18,549 | 0.03% | 0.02% | 18 | +75,742 | 24.23% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 354,814 | 16,945 | 0.0% | 0.0% | 19 | -40,207 | -10.18% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 334,805 | 15,990 | 0.0% | 0.0% | 20 | +11,553 | 3.57% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 295,949 | 14,134 | 0.0% | 0.0% | 21 | +12,573 | 4.44% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 286,487 | 13,682 | 0.14% | 0.11% | 22 | +24,773 | 9.47% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 282,352 | 13,485 | 0.01% | 0.01% | 23 | +4,150 | 1.49% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 234,083 | 11,179 | 0.0% | 0.0% | 24 | -5,335 | -2.23% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 222,320 | 10,617 | 0.0% | 0.0% | 25 | -16,503 | -6.91% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 215,829 | 10,307 | 0.0% | 0.0% | 26 | +15,852 | 7.93% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 190,829 | 9,113 | 0.0% | — | 27 | +190,829 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 190,307 | 9,089 | 0.01% | 0.01% | 28 | +106,711 | 127.65% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 177,008 | 8,454 | 0.0% | 0.0% | 29 | +103,807 | 141.81% | Q1 2026 | May 18, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 176,070 | 8,409 | 0.23% | 0.21% | 30 | +1,370 | 0.78% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 169,700 | 8,105 | 0.0% | 0.0% | 31 | -5,921 | -3.37% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 159,204 | 7,603 | 0.0% | 0.0% | 32 | +36,791 | 30.05% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 141,331 | 6,749 | 0.0% | 0.0% | 33 | +2,814 | 2.03% | Q1 2026 | May 04, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 134,196 | 6,409 | 0.33% | 0.35% | 34 | -15,934 | -10.61% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 132,737 | 6,339 | 0.0% | 0.0% | 35 | +8,079 | 6.48% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 126,458 | 6,039 | 0.0% | 0.0% | 36 | -56,298 | -30.81% | Q1 2026 | May 04, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 105,156 | 5,022 | 0.09% | 0.08% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 103,960 | 4,965 | 0.02% | 0.01% | 38 | +3,381 | 3.36% | Q1 2026 | May 13, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Reduced | 100,000 | 4,777 | 0.67% | 0.62% | 39 | -10,000 | -9.09% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 99,129 | 4,734 | 0.05% | 0.01% | 40 | +81,385 | 458.66% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 93,288 | 4,455 | 0.0% | 0.0% | 41 | +39,419 | 73.18% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 94,837 | 4,423 | 0.0% | 0.0% | 42 | +2,368 | 2.56% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 83,954 | 4,009 | 0.0% | 0.0% | 43 | +1,565 | 1.9% | Q1 2026 | May 12, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 81,011 | 3,869 | 0.18% | 0.09% | 44 | +29,636 | 57.69% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 77,980 | 3,724 | 0.0% | 0.0% | 45 | +257 | 0.33% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 76,170 | 3,637 | 0.0% | 0.0% | 46 | -53,328 | -41.18% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 74,867 | 3,575 | 0.01% | 0.0% | 47 | +7,960 | 11.9% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 72,204 | 3,448 | 0.01% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Madison Asset Management, LLC | History | Reduced | 72,144 | 3,445 | 0.04% | 0.04% | 49 | -663 | -0.91% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 70,590 | 3,371 | 0.0% | 0.0% | 50 | -26,961 | -27.64% | Q1 2026 | May 05, 2026 |
| Legal & General Group Plc | History | Reduced | 69,135 | 3,301 | 0.0% | 0.0% | 51 | -4,136 | -5.64% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 66,781 | 3,189 | 0.0% | 0.0% | 52 | +30,728 | 85.23% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 65,699 | 3,137 | 0.0% | 0.0% | 53 | +409 | 0.63% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 58,658 | 2,801 | 0.0% | 0.0% | 54 | +15,252 | 35.14% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 56,493 | 2,698 | 0.07% | 0.04% | 55 | +15,435 | 37.59% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 56,461 | 2,696 | 0.0% | 0.0% | 56 | -12,705 | -18.37% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 56,055 | 2,677 | 0.0% | 0.0% | 57 | +759 | 1.37% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 55,203 | 2,636 | 0.0% | 0.0% | 58 | +883 | 1.63% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Reduced | 54,500 | 2,602 | 0.0% | 0.0% | 59 | -800 | -1.45% | Q1 2026 | May 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 52,427 | 2,503 | 0.01% | 0.01% | 60 | -43,127 | -45.13% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 52,265 | 2,496 | 0.0% | 0.0% | 61 | +26,604 | 103.67% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 47,600 | 2,273 | 0.0% | — | 62 | +47,600 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 47,473 | 2,267 | 0.0% | 0.0% | 63 | -55,054 | -53.7% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 45,943 | 2,194 | 0.0% | 0.0% | 64 | +5,103 | 12.5% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 45,319 | 2,164 | 0.0% | 0.0% | 65 | -21,733 | -32.41% | Q1 2026 | May 15, 2026 |
| Teton Advisors, LLC | History | Reduced | 45,071 | 2,152 | 1.51% | 1.85% | 67 | -17,029 | -27.42% | Q1 2026 | May 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 45,072 | 2,152 | 0.23% | 0.2% | 66 | +2,309 | 5.4% | Q1 2026 | May 06, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 43,720 | 2,088 | 0.1% | 0.08% | 68 | -1,748 | -3.84% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 43,698 | 2,087 | 0.0% | 0.0% | 69 | -2,037 | -4.45% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,082 | 2,010 | 0.0% | 0.0% | 70 | +4,482 | 11.92% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 41,149 | 1,965 | 0.02% | — | 71 | +41,149 | New | Q1 2026 | May 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 38,348 | 1,831 | 0.02% | 0.02% | 72 | -6,697 | -14.87% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 38,274 | 1,827 | 0.0% | 0.0% | 73 | +6,170 | 19.22% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 36,151 | 1,726 | 0.01% | 0.0% | 74 | +25,664 | 244.72% | Q1 2026 | Apr 30, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 36,000 | 1,719 | 0.03% | 0.03% | 75 | -1,600 | -4.26% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | New | 35,080 | 1,675 | 0.14% | — | 76 | +35,080 | New | Q1 2026 | Apr 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 33,516 | 1,600 | 0.0% | 0.0% | 77 | +10,984 | 48.75% | Q1 2026 | May 06, 2026 |
| Old West Investment Management, LLC | History | Added to | 31,259 | 1,492 | 0.16% | 0.17% | 78 | +8,817 | 39.29% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 34,007 | 1,457 | 0.0% | 0.0% | 79 | -3,626 | -9.64% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 29,778 | 1,422 | 0.0% | 0.0% | 80 | +6,392 | 27.33% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 27,816 | 1,328 | 0.01% | — | 81 | +27,816 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 27,661 | 1,321 | 0.02% | 0.01% | 82 | -611 | -2.16% | Q1 2026 | Apr 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 26,420 | 1,261 | 0.0% | 0.0% | 83 | -214 | -0.8% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 26,233 | 1,252 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 24,067 | 1,149 | 0.01% | — | 85 | +24,067 | New | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 23,794 | 1,137 | 0.0% | 0.0% | 86 | -1,444 | -5.72% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 22,411 | 1,070 | 0.02% | 0.03% | 87 | -4,215 | -15.83% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | New | 22,279 | 1,064 | 0.19% | — | 88 | +22,279 | New | Q1 2026 | May 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 21,591 | 1,043 | 0.03% | 0.02% | 89 | -8 | -0.04% | Q1 2026 | Apr 08, 2026 |
| Man Group plc | History | New | 21,040 | 1,004 | 0.0% | — | 90 | +21,040 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 20,462 | 978 | 0.0% | 0.0% | 91 | +5 | 0.02% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,001 | 955 | 0.0% | 0.0% | 92 | -570 | -2.77% | Q1 2026 | May 01, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 19,863 | 948 | 0.01% | — | 93 | +19,863 | New | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 19,106 | 913 | 0.0% | 0.0% | 94 | -8,022 | -29.57% | Q1 2026 | Apr 16, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,523 | 884 | 0.0% | 0.0% | 95 | +9,665 | 109.11% | Q1 2026 | May 15, 2026 |
| 1ST SOURCE BANK | History | No change | 18,172 | 867 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 18,067 | 862 | 0.01% | 0.01% | 97 | -184 | -1.01% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 17,215 | 822 | 0.0% | — | 98 | +17,215 | New | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Added to | 16,962 | 810 | 0.0% | 0.0% | 99 | +6,109 | 56.29% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 16,635 | 794 | 0.0% | 0.0% | 100 | +438 | 2.7% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 16,106 | 769 | 0.0% | 0.0% | 101 | +15,994 | 14280.36% | Q1 2026 | May 08, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 16,115 | 769 | 0.01% | 0.01% | 102 | +1,034 | 6.86% | Q1 2026 | May 05, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 13,173 | 764 | 0.17% | — | 103 | +13,173 | New | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,891 | 758 | 0.01% | 0.01% | 104 | -259 | -1.6% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,757 | 752 | 0.0% | 0.0% | 105 | -290 | -1.81% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 15,137 | 722 | 0.0% | 0.0% | 106 | +469 | 3.2% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 14,610 | 697 | 0.01% | 0.01% | 107 | +526 | 3.73% | Q1 2026 | May 14, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 14,293 | 682 | 0.12% | — | 108 | +14,293 | New | Q1 2026 | Apr 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,202 | 678 | 0.0% | 0.0% | 109 | +3,365 | 31.05% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 14,070 | 671 | 0.0% | — | 110 | +14,070 | New | Q1 2026 | May 15, 2026 |
| Illumine Investment Management, LLC | History | Added to | 14,018 | 669 | 0.51% | 0.44% | 111 | +44 | 0.31% | Q1 2026 | May 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,526 | 646 | 0.0% | 0.0% | 112 | +179 | 1.34% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 13,453 | 642 | 0.08% | 0.08% | 113 | -3,691 | -21.53% | Q1 2026 | May 13, 2026 |
| Freestone Grove Partners LP | History | New | 13,074 | 624 | 0.0% | — | 114 | +13,074 | New | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,900 | 616 | 0.01% | 0.01% | 115 | -400 | -3.01% | Q1 2026 | Apr 20, 2026 |
| Morningstar Investment Management LLC | History | New | 12,681 | 605 | 0.04% | — | 116 | +12,681 | New | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 12,454 | 594 | 0.0% | 0.0% | 117 | -411 | -3.19% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 12,308 | 587 | 0.01% | — | 118 | +12,308 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 11,736 | 560 | 0.0% | 0.0% | 119 | +1,068 | 10.01% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,325 | 540 | 0.0% | — | 120 | +11,325 | New | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Reduced | 11,292 | 539 | 0.0% | 0.01% | 121 | -1,628 | -12.6% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,186 | 534 | 0.0% | 0.0% | 122 | -2,273 | -16.89% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Added to | 11,100 | 530 | 0.0% | 0.0% | 123 | +10,800 | 3600.0% | Q1 2026 | Apr 24, 2026 |
| Handelsbanken Fonder AB | History | Added to | 10,785 | 515 | 0.0% | 0.0% | 124 | +1,600 | 17.42% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,467 | 499 | 0.0% | 0.0% | 125 | +5,706 | 119.85% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,335 | 493 | 0.0% | — | 126 | +10,335 | New | Q1 2026 | May 15, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 9,900 | 472 | 0.09% | 0.08% | 127 | -1,500 | -13.16% | Q1 2026 | Apr 28, 2026 |
| Perpetual Ltd | History | Reduced | 9,445 | 451 | 0.01% | 0.01% | 128 | -495 | -4.98% | Q1 2026 | Apr 14, 2026 |
| VARCOV Co. | History | New | 9,006 | 430 | 0.16% | — | 129 | +9,006 | New | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,967 | 428 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,700 | 415 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 8,661 | 413 | 0.0% | 0.0% | 132 | -2,000 | -18.76% | Q1 2026 | May 06, 2026 |
| AlphaQuest LLC | History | No change | 9,535 | 408 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,431 | 402 | 0.0% | — | 134 | +8,431 | New | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,357 | 399 | 0.0% | 0.0% | 135 | -260 | -3.02% | Q1 2026 | May 08, 2026 |
| EntryPoint Capital, LLC | History | New | 8,249 | 393 | 0.12% | — | 136 | +8,249 | New | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | New | 8,111 | 387 | 0.02% | — | 137 | +8,111 | New | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 8,093 | 386 | 0.0% | 0.0% | 138 | -266 | -3.18% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 8,065 | 385 | 0.0% | 0.0% | 140 | +736 | 10.04% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 9,000 | 385 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 8,869 | 380 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 7,781 | 371 | 0.04% | 0.04% | 142 | -1,611 | -17.15% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,678 | 366 | 0.0% | 0.0% | 143 | -195 | -2.48% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 7,604 | 363 | 0.01% | 0.01% | 144 | +4 | 0.05% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 7,587 | 362 | 0.0% | 0.0% | 145 | -199 | -2.56% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,483 | 357 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,366 | 351 | 0.0% | 0.0% | 147 | +810 | 12.36% | Q1 2026 | May 12, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 7,279 | 347 | 0.04% | 0.04% | 148 | -108 | -1.46% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,184 | 343 | 0.0% | 0.0% | 149 | -8 | -0.11% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,131 | 340 | 0.0% | 0.0% | 150 | -629 | -8.11% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 7,064 | 337 | 0.0% | 0.0% | 151 | -38,882 | -84.63% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 7,071 | 337 | 0.0% | 0.0% | 152 | -4,350 | -38.09% | Q1 2026 | May 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 6,950 | 331 | 0.02% | — | 154 | +6,950 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,951 | 331 | 0.0% | 0.0% | 153 | +6,793 | 4299.37% | Q1 2026 | May 01, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,684 | 319 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,616 | 315 | 0.0% | 0.0% | 156 | +435 | 7.04% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | New | 6,512 | 311 | 0.04% | — | 157 | +6,512 | New | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 6,075 | 290 | 0.0% | — | 158 | +6,075 | New | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Reduced | 6,000 | 286 | 0.01% | 0.07% | 159 | -42,591 | -87.65% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,000 | 286 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Numerai GP LLC | History | Reduced | 5,968 | 285 | 0.03% | 0.03% | 161 | -403 | -6.33% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,592 | 267 | 0.0% | 0.0% | 162 | +312 | 5.91% | Q1 2026 | May 14, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 5,463 | 260 | 0.06% | 0.05% | 163 | -82 | -1.48% | Q1 2026 | Jun 01, 2026 |
| Atria Investments, Inc | History | New | 5,142 | 245 | 0.0% | — | 165 | +5,142 | New | Q1 2026 | May 05, 2026 |
| Vestcor Inc | History | Reduced | 5,140 | 245 | 0.01% | 0.01% | 164 | -2,298 | -30.9% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 5,090 | 243 | 0.0% | 0.0% | 166 | -361 | -6.62% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 4,935 | 235 | 0.0% | 0.0% | 167 | -2,153 | -30.38% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,911 | 234 | 0.0% | 0.0% | 168 | -267 | -5.16% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 4,785 | 228 | 0.0% | — | 169 | +4,785 | New | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | New | 4,762 | 227 | 0.0% | — | 171 | +4,762 | New | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 4,757 | 227 | 0.0% | — | 170 | +4,757 | New | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 4,690 | 223 | 0.02% | — | 172 | +4,690 | New | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,604 | 219 | 0.0% | — | 173 | +4,604 | New | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 4,583 | 218 | 0.03% | 0.03% | 174 | -858 | -15.77% | Q1 2026 | Apr 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,483 | 214 | 0.0% | 0.0% | 175 | -1,119 | -19.98% | Q1 2026 | Apr 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 4,467 | 213 | 0.0% | — | 176 | +4,467 | New | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 4,411 | 210 | 0.0% | — | 177 | +4,411 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | New | 4,328 | 206 | 0.0% | — | 178 | +4,328 | New | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | New | 4,238 | 202 | 0.0% | — | 179 | +4,238 | New | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,724 | 178 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,471 | 165 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,000 | 143 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,714 | 129 | 0.0% | 0.0% | 183 | +240 | 9.7% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,500 | 119 | 0.0% | 0.0% | 184 | -1,272 | -33.72% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,441 | 116 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 2,046 | 97 | 0.0% | 0.0% | 186 | +209 | 11.38% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,569 | 74 | 0.0% | 0.0% | 187 | -731 | -31.78% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,401 | 66 | 0.0% | 0.0% | 189 | +1,058 | 308.45% | Q1 2026 | Jun 02, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,401 | 66 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,946 | 65 | 0.0% | 0.0% | 190 | +20,152 | 721.26% | Q1 2026 | Apr 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,500 | 64 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,126 | 54 | 0.0% | 0.0% | 192 | -13,334 | -92.21% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 1,055 | 50 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 1,000 | 47 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 869 | 41 | 0.0% | 0.0% | 195 | +159 | 22.39% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 843 | 40 | 0.0% | — | 197 | +843 | New | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 844 | 40 | 0.0% | 0.0% | 196 | -619 | -42.31% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 807 | 38 | 0.0% | 0.0% | 198 | +5 | 0.62% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 734 | 35 | 0.0% | 0.0% | 199 | +427 | 139.09% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 694 | 33 | 0.0% | 0.0% | 200 | +193 | 38.52% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 676 | 32 | 0.0% | 0.0% | 201 | +378 | 126.85% | Q1 2026 | Apr 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 640 | 30 | 0.0% | 0.0% | 202 | +208 | 48.15% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 533 | 25 | 0.0% | 0.0% | 203 | +9 | 1.72% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | No change | 472 | 22 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 425 | 20 | 0.0% | 0.0% | 205 | +197 | 86.4% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 488 | 20 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 309 | 14 | 0.0% | 0.0% | 207 | +124 | 67.03% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 325 | 13 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 231 | 11 | 0.0% | 0.0% | 210 | -11 | -4.55% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 241 | 11 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 191 | 9 | 0.0% | 0.0% | 211 | +16 | 9.14% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 152 | 7 | 0.0% | 0.0% | 212 | -172 | -53.09% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 148 | 6 | 0.0% | 0.0% | 215 | -295 | -66.59% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 138 | 6 | 0.0% | 0.0% | 214 | +17 | 14.05% | Q1 2026 | Apr 07, 2026 |
| Key FInancial Inc | History | No change | 139 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Quarry LP | History | Reduced | 108 | 5 | 0.0% | 0.0% | 219 | -98 | -47.57% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 125 | 5 | 0.0% | 0.0% | 216 | -34 | -21.38% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 106 | 5 | 0.0% | 0.0% | 218 | +3 | 2.91% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 113 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 4 | 0.0% | 0.0% | 221 | -800 | -88.89% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | New | 100 | 4 | 0.0% | — | 222 | +100 | New | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 93 | 4 | 0.0% | 0.0% | 220 | +15 | 19.23% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 79 | 3 | 0.0% | — | 225 | +79 | New | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 67 | 3 | 0.0% | 0.0% | 224 | +6 | 9.84% | Q1 2026 | May 21, 2026 |
| IFP Advisors, Inc | History | Added to | 81 | 3 | 0.0% | 0.0% | 223 | +2 | 2.53% | Q1 2026 | Apr 13, 2026 |
| Crewe Advisors LLC | History | New | 50 | 2 | 0.0% | — | 230 | +50 | New | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 57 | 2 | 0.0% | 0.0% | 226 | +8 | 16.33% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | No change | 50 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 58 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | New | 38 | 1 | 0.0% | — | 234 | +38 | New | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 25 | 1 | 0.0% | — | 233 | +25 | New | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 23 | 1 | 0.0% | — | 237 | +23 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 22 | 1 | 0.0% | — | 235 | +22 | New | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 22 | 1 | 0.0% | — | 236 | +22 | New | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 25 | 1 | 0.0% | — | 231 | +20 | 400.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 34 | 1 | 0.0% | 0.0% | 232 | -8 | -19.05% | Q1 2026 | Jun 02, 2026 |
| Tributary Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.13% | — | -268,180 | -100.0% | Q1 2026 | May 04, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -132,859 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -130,435 | -100.0% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -39,243 | -100.0% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -32,665 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,113 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,233 | -100.0% | Q1 2026 | May 13, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.07% | — | -15,648 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,992 | -100.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,087 | -100.0% | Q1 2026 | May 06, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Closed out | 0 | 0 | — | 0.01% | — | -8,846 | -100.0% | Q1 2026 | May 11, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,474 | -100.0% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -5,889 | -100.0% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,723 | -100.0% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,896 | -100.0% | Q1 2026 | May 12, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,985 | -100.0% | Q1 2026 | May 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,520 | -100.0% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,350 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,345 | -100.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | 0.0% | — | -11 | -73.33% | Q1 2026 | May 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 10 | 0 | — | — | — | +6 | 150.0% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 14 | 0 | — | — | — | +5 | 55.56% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Reduced | 6 | 0 | — | — | — | -4 | -40.0% | Q1 2026 | Apr 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 18 | 0 | — | — | — | -3 | -14.29% | Q1 2026 | Apr 23, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |