CubeSmart - CUBE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 33,216,764 | 1,217,394 | 0.02% | 0.02% | 1 | -402,300 | -1.2% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 31,274,823 | 1,127,457 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 19,433,213 | 712,227 | 0.04% | — | 3 | +19,433,213 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 11,194,880 | 410,292 | 0.01% | 0.01% | 4 | -128,071 | -1.13% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 10,983,859 | 395,968 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 10,244,838 | 375,473 | 0.01% | — | 6 | +10,244,838 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 7,591,634 | 278,236 | 0.03% | 0.03% | 7 | -951,499 | -11.14% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 7,403,358 | 271,333 | 0.01% | 0.01% | 8 | -642,269 | -7.98% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 7,265,720 | 266,288 | 0.17% | 0.04% | 9 | +5,682,320 | 358.87% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,754,355 | 174,284 | 0.01% | 0.01% | 10 | +40,227 | 0.85% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 4,061,893 | 148,869 | 0.1% | 0.06% | 11 | +2,565,982 | 171.53% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,800,319 | 136,431 | 0.01% | 0.01% | 12 | +49,546 | 1.32% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,588,358 | 131,513 | 0.02% | 0.02% | 13 | +175,791 | 5.15% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,354,921 | 122,952 | 0.03% | 0.03% | 14 | +48,268 | 1.46% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,332,111 | 122,121 | 0.02% | 0.02% | 15 | +58,483 | 1.79% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,193,061 | 117,025 | 0.05% | 0.04% | 16 | +453,461 | 16.55% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 3,136,336 | 114,946 | 0.02% | 0.02% | 17 | -160,950 | -4.88% | Q1 2026 | May 12, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Reduced | 3,094,291 | 113,405 | 1.68% | 1.84% | 18 | -375,433 | -10.82% | Q1 2026 | May 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 2,737,656 | 100,335 | 1.04% | 1.11% | 19 | +18,025 | 0.66% | Q1 2026 | Apr 28, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 2,445,469 | 89,626 | 0.25% | 0.37% | 20 | -1,226,268 | -33.4% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,458,999 | 88,646 | 0.03% | 0.02% | 21 | +297,909 | 13.79% | Q1 2026 | May 15, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | Added to | 2,121,725 | 77,761 | 5.64% | 0.05% | 22 | +2,103,145 | 11319.4% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,144,242 | 77,128 | 0.04% | 0.01% | 23 | +1,544,221 | 257.36% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,916,477 | 70,238 | 0.01% | 0.01% | 24 | -45,197 | -2.3% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,902,812 | 69,738 | 0.06% | 0.02% | 25 | +1,588,937 | 506.23% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 1,890,946 | 69,303 | 0.43% | 0.36% | 26 | -52,163 | -2.68% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 1,851,683 | 67,864 | 0.02% | 0.01% | 27 | +648,381 | 53.88% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Reduced | 1,690,547 | 61,958 | 0.0% | 0.0% | 28 | -381,651 | -18.42% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,666,170 | 61,065 | 0.01% | 0.03% | 29 | -3,582,987 | -68.26% | Q1 2026 | May 15, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | New | 1,585,114 | 58,094 | 0.6% | — | 30 | +1,585,114 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,535,921 | 56,291 | 0.01% | 0.0% | 31 | +1,535,102 | 187436.14% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,418,963 | 52,004 | 0.01% | — | 32 | +1,418,963 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 1,408,155 | 51,608 | 0.01% | 0.01% | 33 | +428,768 | 43.78% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,321,786 | 48,443 | 0.0% | 0.0% | 34 | +143,988 | 12.23% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 1,303,156 | 47,760 | 0.03% | 0.02% | 35 | +134,699 | 11.53% | Q1 2026 | Apr 30, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | History | Added to | 1,291,212 | 47,322 | 1.87% | 1.56% | 36 | +210,861 | 19.52% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,285,129 | 47,099 | 0.01% | 0.01% | 37 | -96,496 | -6.98% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,246,879 | 45,561 | 0.02% | 0.04% | 38 | -479,540 | -27.78% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,011,141 | 37,058 | 0.0% | 0.0% | 39 | -87,993 | -8.01% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Reduced | 980,989 | 35,953 | 0.3% | 0.27% | 40 | -22,195 | -2.21% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 925,304 | 33,909 | 0.04% | 0.05% | 41 | -262,145 | -22.08% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 922,766 | 33,823 | 0.02% | 0.02% | 42 | -428,398 | -31.71% | Q1 2026 | May 18, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 874,666 | 32,056 | 0.04% | 0.05% | 43 | -309,228 | -26.12% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 831,090 | 30,459 | 0.02% | 0.02% | 44 | +28,036 | 3.49% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 808,353 | 29,626 | 0.05% | 0.03% | 45 | +432,415 | 115.02% | Q1 2026 | May 15, 2026 |
| PGGM Investments | History | Reduced | 791,438 | 29,006 | 0.51% | 0.54% | 46 | -152,410 | -16.15% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 791,372 | 29,003 | 0.03% | 0.01% | 47 | +439,792 | 125.09% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 774,412 | 28,382 | 0.1% | 0.02% | 48 | +597,912 | 338.76% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 714,749 | 26,195 | 0.1% | 0.1% | 49 | -83,190 | -10.43% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 699,032 | 25,619 | 0.01% | 0.01% | 50 | +280,574 | 67.05% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 679,720 | 24,911 | 0.02% | 0.02% | 51 | +11,825 | 1.77% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 671,583 | 24,613 | 0.06% | 0.05% | 52 | +191,036 | 39.75% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Added to | 663,424 | 24,314 | 0.04% | 0.0% | 53 | +654,279 | 7154.5% | Q1 2026 | Apr 24, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 654,481 | 23,986 | 0.04% | 0.05% | 54 | -67,556 | -9.36% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 642,960 | 23,564 | 0.08% | 0.07% | 55 | +5,881 | 0.92% | Q1 2026 | Apr 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 630,877 | 23,121 | 0.02% | 0.01% | 56 | +370,347 | 142.15% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 594,294 | 21,781 | 0.02% | 0.03% | 57 | -145,088 | -19.62% | Q1 2026 | Apr 16, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 593,074 | 21,736 | 0.37% | 0.31% | 58 | +75,416 | 14.57% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 592,491 | 21,715 | 0.09% | 0.08% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 591,227 | 21,668 | 0.01% | 0.0% | 60 | +357,994 | 153.49% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 573,154 | 21,006 | 0.0% | 0.0% | 61 | -24,378 | -4.08% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 572,268 | 20,973 | 0.01% | 0.01% | 62 | +9,556 | 1.7% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 558,956 | 20,066 | 0.02% | 0.02% | 63 | -22,569 | -3.88% | Q1 2026 | May 14, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Reduced | 546,263 | 20,020 | 1.44% | 2.13% | 64 | -294,307 | -35.01% | Q1 2026 | May 15, 2026 |
| APG Asset Management US Inc. | History | New | 543,544 | 19,855 | 0.15% | — | 65 | +543,544 | New | Q1 2026 | May 13, 2026 |
| Vision Capital Corp | History | Reduced | 516,356 | 18,924 | 4.76% | 8.68% | 66 | -30,300 | -5.54% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 512,296 | 18,776 | 0.28% | 0.27% | 67 | +35,620 | 7.47% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 508,977 | 18,654 | 0.01% | 0.01% | 68 | +18,475 | 3.77% | Q1 2026 | May 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 503,483 | 18,479 | 0.03% | 0.03% | 69 | -442 | -0.09% | Q1 2026 | May 14, 2026 |
| Hazelview Securities Inc. | History | Reduced | 494,360 | 18,118 | 3.37% | 3.44% | 70 | -9,800 | -1.94% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 490,823 | 17,988 | 0.0% | 0.0% | 71 | -57,432 | -10.48% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | Added to | 469,659 | 17,213 | 0.02% | 0.01% | 72 | +59,193 | 14.42% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 451,200 | 16,536 | 0.01% | 0.01% | 73 | +1,600 | 0.36% | Q1 2026 | May 07, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | No change | 450,000 | 16,492 | 0.55% | 0.61% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 447,155 | 16,388 | 0.71% | 0.64% | 75 | +21,081 | 4.95% | Q1 2026 | May 08, 2026 |
| Long Pond Capital, LP | History | Added to | 435,429 | 15,958 | 1.52% | 1.47% | 76 | +88,501 | 25.51% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 429,614 | 15,745 | 0.06% | 0.06% | 77 | -21,908 | -4.85% | Q1 2026 | Apr 24, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 405,354 | 14,856 | 0.09% | — | 78 | +405,354 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 392,814 | 14,396 | 0.01% | 0.01% | 79 | -22,850 | -5.5% | Q1 2026 | May 06, 2026 |
| Holocene Advisors, LP | History | Added to | 365,906 | 13,410 | 0.03% | 0.01% | 80 | +230,731 | 170.69% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 372,168 | 13,368 | 0.01% | 0.01% | 81 | -18,573 | -4.75% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 357,781 | 13,112 | 0.03% | 0.03% | 82 | +12,770 | 3.7% | Q1 2026 | May 11, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 341,894 | 12,530 | 0.04% | 0.04% | 83 | -19,574 | -5.42% | Q1 2026 | May 08, 2026 |
| Lightrock Netherlands B.V. | History | Reduced | 533,973 | 12,468 | 2.66% | 2.57% | 84 | -96,900 | -15.36% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 334,548 | 12,261 | 0.04% | 0.04% | 85 | -53,027 | -13.68% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 330,026 | 11,609 | 0.0% | 0.0% | 86 | -118,659 | -26.45% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 312,491 | 11,452 | 0.04% | 0.03% | 87 | +103,567 | 49.57% | Q1 2026 | May 13, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 309,000 | 11,324 | 1.36% | 1.01% | 88 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 306,149 | 11,220 | 0.02% | 0.03% | 89 | -162,316 | -34.65% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Reduced | 276,311 | 10,126 | 0.02% | 0.03% | 90 | -225,750 | -44.96% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 272,010 | 9,969 | 0.0% | 0.0% | 91 | +22,408 | 8.98% | Q1 2026 | May 04, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 266,288 | 9,759 | 0.34% | 0.23% | 92 | +51,288 | 23.85% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 264,787 | 9,704 | 0.01% | 0.01% | 93 | +48,285 | 22.3% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 267,720 | 9,651 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 259,679 | 9,517 | 0.01% | 0.12% | 95 | -2,413,493 | -90.29% | Q1 2026 | May 13, 2026 |
| DigitalBridge Group, Inc. | History | New | 251,050 | 9,200 | 0.58% | — | 96 | +251,050 | New | Q1 2026 | May 14, 2026 |
| Sophron Capital Management L.P. | History | Added to | 248,221 | 9,097 | 2.68% | 2.07% | 97 | +69,429 | 38.83% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 235,450 | 8,629 | 0.0% | 0.0% | 98 | +3,874 | 1.67% | Q1 2026 | May 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 232,500 | 8,521 | 0.01% | 0.01% | 99 | -20,000 | -7.92% | Q1 2026 | Apr 21, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 227,332 | 8,331 | 0.02% | 0.02% | 100 | -5,938 | -2.55% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 226,124 | 8,287 | 0.05% | 0.04% | 101 | -1,057 | -0.47% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Added to | 222,984 | 8,172 | 0.27% | 0.22% | 102 | +5,458 | 2.51% | Q1 2026 | May 18, 2026 |
| Allianz Asset Management GmbH | History | Added to | 220,752 | 8,090 | 0.01% | 0.01% | 103 | +36,253 | 19.65% | Q1 2026 | May 11, 2026 |
| Carlyle Group Inc. | History | No change | 220,500 | 8,081 | 0.08% | 0.06% | 104 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 214,250 | 7,852 | 0.01% | 0.01% | 105 | +26,621 | 14.19% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 209,537 | 7,679 | 0.02% | — | 106 | +209,537 | New | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 208,534 | 7,642 | 0.0% | 0.01% | 107 | -107,669 | -34.05% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 204,112 | 7,480 | 0.01% | — | 108 | +204,112 | New | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 203,601 | 7,461 | 0.01% | 0.01% | 109 | -14,489 | -6.64% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 201,111 | 7,370 | 0.02% | 0.01% | 110 | +141,681 | 238.4% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 195,562 | 7,167 | 0.02% | 0.01% | 111 | +15,454 | 8.58% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 192,695 | 7,062 | 0.02% | 0.03% | 112 | -109,992 | -36.34% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 189,358 | 6,939 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 188,388 | 6,904 | 0.0% | 0.0% | 114 | +91,038 | 93.52% | Q1 2026 | May 12, 2026 |
| BAMCO INC /NY/ | History | New | 187,813 | 6,883 | 0.02% | — | 115 | +187,813 | New | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 186,235 | 6,825 | 0.0% | 0.0% | 116 | +6,983 | 3.9% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | Added to | 180,056 | 6,599 | 0.3% | 0.14% | 117 | +110,864 | 160.23% | Q1 2026 | May 14, 2026 |
| Taproot Management LP | History | Reduced | 177,151 | 6,492 | 1.23% | 1.31% | 118 | -47,420 | -21.12% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 167,282 | 6,130 | 0.0% | 0.0% | 119 | -74,291 | -30.75% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 160,057 | 5,866 | 0.03% | 0.02% | 120 | +28,735 | 21.88% | Q1 2026 | May 01, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 160,181 | 5,848 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 158,405 | 5,710 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 155,441 | 5,696 | 0.06% | 0.07% | 123 | -42,241 | -21.37% | Q1 2026 | Apr 13, 2026 |
| Presima Securities ULC | History | No change | 153,539 | 5,627 | 3.16% | 3.19% | 124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 152,141 | 5,575 | 0.26% | 0.24% | 125 | -1,409 | -0.92% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 151,711 | 5,560 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Verition Fund Management LLC | History | Reduced | 151,100 | 5,537 | 0.04% | 0.04% | 127 | -145,955 | -49.13% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 152,198 | 5,486 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Added to | 148,202 | 5,431 | 0.05% | 0.02% | 129 | +93,326 | 170.07% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 146,011 | 5,351 | 0.03% | 0.0% | 130 | +145,016 | 14574.47% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 143,667 | 5,265 | 0.04% | 0.01% | 131 | +118,137 | 462.74% | Q1 2026 | Apr 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 139,173 | 5,100 | 0.1% | 0.07% | 132 | +54,919 | 65.18% | Q1 2026 | Apr 27, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 136,357 | 4,996 | 0.05% | 0.05% | 133 | +1,905 | 1.42% | Q1 2026 | Apr 20, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 136,252 | 4,993 | 0.01% | 0.01% | 134 | -2,091 | -1.51% | Q1 2026 | May 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 135,463 | 4,965 | 0.0% | 0.0% | 135 | +16,319 | 13.7% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 137,500 | 4,956 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 134,998 | 4,947 | 0.0% | 0.0% | 137 | +27,593 | 25.69% | Q1 2026 | May 06, 2026 |
| Amundi | History | Added to | 133,220 | 4,882 | 0.0% | 0.0% | 138 | +10,282 | 8.36% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 131,824 | 4,831 | 0.01% | 0.0% | 139 | +118,627 | 898.89% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 131,318 | 4,812 | 0.06% | 0.03% | 140 | +59,041 | 81.69% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 129,697 | 4,753 | 0.0% | 0.02% | 141 | -1,165,244 | -89.98% | Q1 2026 | May 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 128,765 | 4,719 | 0.0% | 0.0% | 142 | -7,793 | -5.71% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 126,308 | 4,629 | 0.01% | 0.01% | 143 | -42,797 | -25.31% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 124,368 | 4,625 | 0.01% | 0.0% | 144 | +27,402 | 28.26% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 124,461 | 4,561 | 0.0% | 0.0% | 145 | +29,529 | 31.11% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 123,257 | 4,517 | 0.0% | 0.0% | 146 | -84,375 | -40.64% | Q1 2026 | May 12, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 122,663 | 4,495 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GSI Capital Advisors LLC | History | New | 122,450 | 4,487 | 2.44% | — | 148 | +122,450 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 118,600 | 4,346 | 0.02% | 0.04% | 149 | -94,804 | -44.42% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 114,903 | 4,211 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bridgewater Associates, LP | History | Reduced | 111,678 | 4,092 | 0.02% | 0.02% | 151 | -13,251 | -10.61% | Q1 2026 | May 15, 2026 |
| Cadence Bank | History | No change | 112,150 | 4,043 | 0.24% | 0.24% | 152 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AlphaQuest LLC | History | No change | 111,496 | 4,019 | 0.22% | 0.22% | 153 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bayhunt Capital LLC | History | New | 109,958 | 3,963 | 3.75% | — | 154 | +109,958 | New | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 106,038 | 3,886 | 0.01% | 0.01% | 155 | -1,883 | -1.74% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 105,793 | 3,877 | 0.01% | 0.01% | 156 | -63,334 | -37.45% | Q1 2026 | May 11, 2026 |
| Aberdeen Group plc | History | Reduced | 104,672 | 3,836 | 0.01% | 0.01% | 157 | -3,032 | -2.82% | Q1 2026 | Apr 29, 2026 |
| Investment Management Corp of Ontario | History | No change | 102,972 | 3,773 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 102,504 | 3,757 | 0.03% | 0.03% | 159 | +1,750 | 1.74% | Q1 2026 | May 08, 2026 |
| GRS Advisors, LLC | History | Added to | 99,210 | 3,636 | 0.36% | 0.18% | 160 | +43,057 | 76.68% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 101,090 | 3,634 | 0.02% | 0.02% | 161 | +5,335 | 5.57% | Q1 2026 | Apr 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 97,217 | 3,563 | 0.0% | 0.0% | 162 | -17,264 | -15.08% | Q1 2026 | May 13, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 96,904 | 3,552 | 0.01% | 0.01% | 163 | +2,067 | 2.18% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 96,279 | 3,528 | 0.03% | 0.03% | 164 | +1,419 | 1.5% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 93,509 | 3,427 | 0.01% | 0.01% | 165 | +5,867 | 6.69% | Q1 2026 | May 15, 2026 |
| DAVIS SELECTED ADVISERS | History | Added to | 92,270 | 3,381 | 0.02% | 0.01% | 166 | +1,340 | 1.47% | Q1 2026 | May 07, 2026 |
| Vanguard Global Advisers, LLC | History | New | 91,920 | 3,368 | 0.0% | — | 167 | +91,920 | New | Q1 2026 | May 08, 2026 |
| Oak Thistle LLC | History | Added to | 91,884 | 3,367 | 0.33% | 0.28% | 168 | +35,372 | 62.59% | Q1 2026 | Apr 10, 2026 |
| Horizon Investments, LLC | History | Added to | 93,199 | 3,366 | 0.04% | 0.0% | 169 | +89,079 | 2162.11% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 91,465 | 3,352 | 0.03% | 0.02% | 170 | +7,630 | 9.1% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 90,262 | 3,308 | 0.01% | 0.03% | 171 | -158,346 | -63.69% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 87,388 | 3,202 | 0.04% | 0.04% | 172 | -7,514 | -7.92% | Q1 2026 | May 07, 2026 |
| Handelsbanken Fonder AB | History | Added to | 86,734 | 3,179 | 0.01% | 0.01% | 173 | +24,700 | 39.82% | Q1 2026 | Apr 28, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 82,649 | 3,029 | 0.17% | 0.17% | 174 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Freestone Grove Partners LP | History | New | 80,207 | 2,939 | 0.02% | — | 175 | +80,207 | New | Q1 2026 | May 15, 2026 |
| Greenland Capital Management LP | History | Reduced | 80,000 | 2,932 | 0.37% | 0.93% | 176 | -162,417 | -67.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 78,494 | 2,876 | 0.02% | 0.01% | 177 | +17,406 | 28.49% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 75,120 | 2,753 | 0.02% | 0.02% | 178 | +8,054 | 12.01% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 74,525 | 2,731 | 0.03% | 0.03% | 179 | -3,426 | -4.4% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 74,858 | 2,704 | 0.01% | 0.01% | 180 | -27,610 | -26.94% | Q1 2026 | May 01, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 65,979 | 2,674 | 0.09% | 0.08% | 181 | -2,122 | -3.12% | Q1 2026 | May 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 71,521 | 2,621 | 0.17% | 0.09% | 182 | +32,850 | 84.95% | Q1 2026 | May 12, 2026 |
| Private Capital Management, LLC | History | Reduced | 70,800 | 2,594 | 0.26% | 0.3% | 183 | -19,500 | -21.59% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 70,771 | 2,593 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 70,513 | 2,584 | 0.02% | 0.01% | 185 | +43,203 | 158.19% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 70,105 | 2,569 | 0.0% | 0.0% | 186 | +7,187 | 11.42% | Q1 2026 | May 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 70,771 | 2,540 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Zimmer Partners, LP | History | No change | 67,500 | 2,473 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Reduced | 66,859 | 2,450 | 0.02% | 0.05% | 190 | -82,892 | -55.35% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 66,860 | 2,450 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 66,100 | 2,422 | 0.04% | 0.04% | 191 | +3,000 | 4.75% | Q1 2026 | Apr 20, 2026 |
| Gradient Investments LLC | History | New | 66,041 | 2,420 | 0.04% | — | 192 | +66,041 | New | Q1 2026 | Apr 13, 2026 |
| Arizona State Retirement System | History | Reduced | 62,620 | 2,295 | 0.01% | 0.01% | 193 | -850 | -1.34% | Q1 2026 | May 01, 2026 |
| Measured Risk Portfolios, Inc. | History | Added to | 61,518 | 2,254 | 2.47% | 2.04% | 194 | +4,552 | 7.99% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 61,123 | 2,240 | 0.01% | 0.01% | 195 | +3,687 | 6.42% | Q1 2026 | May 13, 2026 |
| Metis Global Partners, LLC | History | Added to | 59,740 | 2,189 | 0.05% | 0.05% | 196 | +5,803 | 10.76% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 59,666 | 2,186 | 0.0% | 0.0% | 197 | +2,776 | 4.88% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 58,009 | 2,126 | 0.0% | 0.0% | 198 | -7,195 | -11.03% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 56,707 | 2,078 | 0.01% | 0.0% | 199 | +52,667 | 1303.64% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 55,371 | 2,029 | 0.0% | — | 200 | +55,371 | New | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 54,900 | 2,012 | 0.01% | 0.01% | 201 | +1,000 | 1.86% | Q1 2026 | May 04, 2026 |
| Pensionfund PDN | History | Added to | 53,800 | 1,972 | 1.14% | 1.16% | 202 | +5,000 | 10.25% | Q1 2026 | Apr 01, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 53,460 | 1,959 | 0.0% | 0.0% | 203 | -2,156 | -3.88% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 53,000 | 1,942 | 0.02% | 0.01% | 204 | +2,743 | 5.46% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 52,333 | 1,918 | 0.0% | — | 205 | +52,333 | New | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 51,285 | 1,879 | 0.0% | 0.0% | 206 | +7,794 | 17.92% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 51,119 | 1,873 | 0.0% | 0.0% | 207 | +41,110 | 410.73% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 51,087 | 1,872 | 0.03% | 0.02% | 208 | +67 | 0.13% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 50,506 | 1,851 | 0.0% | 0.01% | 209 | -10,917 | -17.77% | Q1 2026 | Apr 22, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 50,200 | 1,839 | 0.01% | 0.01% | 210 | +1,400 | 2.87% | Q1 2026 | Apr 29, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 48,851 | 1,790 | 0.01% | 0.01% | 211 | -770 | -1.55% | Q1 2026 | May 11, 2026 |
| ALLSTATE CORP | History | Added to | 47,346 | 1,735 | 0.02% | 0.01% | 212 | +33,988 | 254.44% | Q1 2026 | May 11, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 47,200 | 1,729 | 0.01% | 0.01% | 213 | +500 | 1.07% | Q1 2026 | May 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 46,792 | 1,714 | 0.02% | 0.02% | 214 | +1,400 | 3.08% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | New | 46,458 | 1,702 | 0.0% | — | 215 | +46,458 | New | Q1 2026 | May 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 45,900 | 1,682 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 45,820 | 1,679 | 0.0% | 0.0% | 217 | -143 | -0.31% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Reduced | 44,900 | 1,646 | 0.05% | 0.11% | 218 | -59,388 | -56.95% | Q1 2026 | May 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 44,812 | 1,642 | 0.02% | 0.02% | 219 | +6,825 | 17.97% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 44,689 | 1,637 | 0.01% | 0.01% | 220 | +15,590 | 53.58% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | Reduced | 43,642 | 1,599 | 0.03% | 0.04% | 221 | -1,168 | -2.61% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 44,526 | 1,581 | 0.0% | 0.01% | 222 | -103,333 | -69.89% | Q1 2026 | May 15, 2026 |
| NEOS Investment Management LLC | History | Added to | 42,983 | 1,552 | 0.01% | 0.01% | 223 | +11,610 | 37.01% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 42,009 | 1,539 | 0.05% | 0.05% | 224 | +217 | 0.52% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 41,502 | 1,521 | 0.11% | 0.11% | 225 | -231 | -0.55% | Q1 2026 | Apr 20, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 40,388 | 1,480 | 0.01% | 0.0% | 226 | +968 | 2.46% | Q1 2026 | Apr 30, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 39,600 | 1,451 | 0.11% | — | 227 | +39,600 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 38,592 | 1,414 | 0.03% | 0.03% | 228 | -7,784 | -16.78% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 38,563 | 1,413 | 0.04% | 0.0% | 229 | +36,633 | 1898.08% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,293 | 1,403 | 0.0% | 0.0% | 230 | +27,993 | 271.78% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 37,851 | 1,387 | 0.02% | 0.01% | 231 | +16,419 | 76.61% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 38,057 | 1,366 | 0.24% | — | 232 | +38,057 | New | Q1 2026 | May 12, 2026 |
| IFM Investors Pty Ltd | History | Added to | 37,241 | 1,364 | 0.01% | 0.01% | 233 | +352 | 0.95% | Q1 2026 | Apr 23, 2026 |
| Utah Retirement Systems | History | No change | 37,008 | 1,356 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Reduced | 36,804 | 1,348 | 0.04% | 0.1% | 235 | -91,385 | -71.29% | Q1 2026 | May 11, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 35,844 | 1,313 | 0.01% | 0.01% | 236 | +1,357 | 3.93% | Q1 2026 | May 15, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | New | 35,704 | 1,308 | 0.94% | — | 237 | +35,704 | New | Q1 2026 | May 15, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Added to | 35,478 | 1,300 | 0.49% | 0.5% | 238 | +981 | 2.84% | Q1 2026 | Apr 30, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 35,422 | 1,298 | 0.0% | 0.0% | 239 | -4,111 | -10.4% | Q1 2026 | Apr 22, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 34,702 | 1,271 | 0.01% | 0.01% | 240 | +5,253 | 17.84% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 33,480 | 1,227 | 0.0% | 0.01% | 241 | -9,755 | -22.56% | Q1 2026 | Apr 24, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 32,865 | 1,204 | 0.16% | 0.16% | 242 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,110 | 1,140 | 0.0% | 0.0% | 243 | +5,048 | 19.37% | Q1 2026 | Apr 27, 2026 |
| Red Door Wealth Management, LLC | History | No change | 30,000 | 1,099 | 0.11% | 0.11% | 244 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| M&T BANK CORP | History | Added to | 29,706 | 1,088 | 0.0% | 0.0% | 245 | +950 | 3.3% | Q1 2026 | May 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 29,658 | 1,086 | 0.19% | 0.18% | 246 | +1,242 | 4.37% | Q1 2026 | Apr 23, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 29,000 | 1,062 | 0.19% | 0.19% | 247 | -600 | -2.03% | Q1 2026 | May 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 28,703 | 1,051 | 0.06% | 0.05% | 248 | +1,664 | 6.15% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 27,703 | 1,029 | 0.0% | 0.0% | 249 | +22,154 | 399.24% | Q1 2026 | May 14, 2026 |
| Empire Life Investments Inc. | History | Added to | 28,179 | 1,029 | 0.06% | 0.06% | 250 | +141 | 0.5% | Q1 2026 | May 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 28,021 | 1,026 | 0.01% | 0.01% | 251 | +8,015 | 40.06% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 27,794 | 1,018 | 0.0% | 0.0% | 252 | -10,733 | -27.86% | Q1 2026 | Apr 30, 2026 |
| XPONANCE LLC | History | Added to | 27,487 | 1,007 | 0.01% | 0.01% | 253 | +6,391 | 30.29% | Q1 2026 | May 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 26,736 | 979 | 0.0% | 0.0% | 254 | +8,076 | 43.28% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 26,072 | 955 | 0.02% | 0.09% | 255 | -73,147 | -73.72% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 25,788 | 945 | 0.03% | 0.04% | 256 | -7,019 | -21.39% | Q1 2026 | Apr 27, 2026 |
| Pensionfund Sabic | History | Added to | 25,700 | 942 | 1.13% | 0.23% | 257 | +2,000 | 8.44% | Q1 2026 | Apr 01, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 25,376 | 930 | 0.03% | 0.08% | 258 | -60,858 | -70.57% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 24,286 | 889 | 0.0% | 0.0% | 259 | -2,480 | -9.27% | Q1 2026 | May 14, 2026 |
| Miller Global Investments, LLC | History | New | 23,898 | 875 | 0.8% | — | 260 | +23,898 | New | Q1 2026 | Apr 06, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 23,857 | 874 | 0.09% | 0.08% | 261 | +816 | 3.54% | Q1 2026 | Apr 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 23,767 | 871 | 0.01% | 0.01% | 262 | +3,792 | 18.98% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 23,687 | 868 | 0.0% | 0.0% | 263 | +1,818 | 8.31% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 23,000 | 842 | 0.01% | 0.0% | 264 | +6,803 | 42.0% | Q1 2026 | Apr 15, 2026 |
| Vanderbilt University | History | Added to | 22,913 | 839 | 0.16% | 0.09% | 265 | +7,514 | 48.8% | Q1 2026 | Apr 20, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 22,627 | 829 | 0.0% | 0.0% | 266 | -211 | -0.92% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,127 | 808 | 0.0% | 0.0% | 267 | -82 | -0.37% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 21,828 | 800 | 0.0% | 0.0% | 268 | -5,777 | -20.93% | Q1 2026 | May 04, 2026 |
| AIA Group Ltd | History | Added to | 21,601 | 791 | 0.01% | 0.01% | 269 | +1,473 | 7.32% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,445 | 785 | 0.0% | 0.0% | 270 | -10,143 | -32.11% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 21,363 | 782 | 0.0% | 0.0% | 271 | +3,988 | 22.95% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 20,875 | 765 | 0.0% | 0.0% | 272 | +12,711 | 155.7% | Q1 2026 | May 14, 2026 |
| Perpetual Ltd | History | Added to | 20,737 | 760 | 0.01% | 0.01% | 273 | +5,230 | 33.73% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 18,415 | 719 | 0.02% | 0.01% | 274 | +11,704 | 174.4% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 19,358 | 709 | 0.02% | 0.03% | 275 | -3,567 | -15.56% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 19,213 | 704 | 0.02% | 0.0% | 276 | +16,846 | 711.7% | Q1 2026 | May 13, 2026 |
| Atom Investors LP | History | New | 19,083 | 699 | 0.05% | — | 277 | +19,083 | New | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 18,459 | 676 | 0.01% | — | 279 | +18,459 | New | Q1 2026 | May 13, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 18,450 | 676 | 0.13% | 0.14% | 278 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dakota Wealth Management | History | Added to | 18,373 | 673 | 0.01% | 0.01% | 280 | +10,016 | 119.85% | Q1 2026 | May 07, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 16,808 | 616 | 0.02% | 0.02% | 281 | +190 | 1.14% | Q1 2026 | May 01, 2026 |
| TWIN CAPITAL MANAGEMENT INC | History | New | 16,587 | 607 | 0.08% | — | 282 | +16,587 | New | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 16,529 | 605 | 0.01% | — | 284 | +16,529 | New | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 16,510 | 605 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 16,416 | 601 | 0.05% | 0.21% | 285 | -111,664 | -87.18% | Q1 2026 | May 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 16,374 | 600 | 0.44% | — | 286 | +16,374 | New | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 15,825 | 579 | 0.01% | 0.02% | 287 | -15,805 | -49.97% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,787 | 578 | 0.0% | 0.0% | 288 | -351 | -2.17% | Q1 2026 | May 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 15,725 | 576 | 0.01% | 0.01% | 289 | +2,298 | 17.11% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 15,669 | 574 | 0.01% | 0.01% | 290 | +4,280 | 37.58% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 15,446 | 566 | 0.02% | 0.04% | 291 | -15,616 | -50.27% | Q1 2026 | May 13, 2026 |
| Cooper Financial Group | History | Added to | 14,988 | 549 | 0.06% | 0.06% | 292 | +51 | 0.34% | Q1 2026 | Apr 07, 2026 |
| Penserra Capital Management LLC | History | Added to | 14,656 | 537 | 0.01% | 0.01% | 293 | +291 | 2.03% | Q1 2026 | May 11, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 14,520 | 532 | 0.0% | 0.0% | 294 | +3,824 | 35.75% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 14,448 | 529 | 0.01% | 0.02% | 295 | -25,230 | -63.59% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,384 | 527 | 0.0% | 0.0% | 296 | +4,692 | 48.41% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 14,045 | 514 | 0.02% | 0.02% | 297 | -2,008 | -12.51% | Q1 2026 | May 14, 2026 |
| WINMILL & CO. INC | History | No change | 14,000 | 513 | 0.15% | 0.13% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Machina Capital S.A.S. | History | New | 13,855 | 507 | 0.1% | — | 299 | +13,855 | New | Q1 2026 | May 13, 2026 |
| Mirador Capital Partners LP | History | Added to | 13,761 | 504 | 0.07% | 0.07% | 300 | +497 | 3.75% | Q1 2026 | Apr 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 13,687 | 501 | 0.0% | 0.0% | 301 | -3,824 | -21.84% | Q1 2026 | Apr 29, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 13,641 | 499 | 0.15% | 0.1% | 302 | -3,360 | -19.76% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 13,532 | 495 | 0.02% | 0.01% | 303 | +7,169 | 112.67% | Q1 2026 | Apr 29, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 13,402 | 491 | 0.06% | 0.05% | 305 | +2,979 | 28.58% | Q1 2026 | May 06, 2026 |
| CORNERCAP INVESTMENT COUNSEL INC | History | No change | 13,628 | 491 | 0.24% | 0.24% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 13,017 | 477 | 0.0% | 0.0% | 306 | +1,525 | 13.27% | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | New | 12,908 | 473 | 0.0% | — | 308 | +12,908 | New | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,928 | 473 | 0.01% | 0.01% | 307 | -32 | -0.25% | Q1 2026 | May 18, 2026 |
| Jump Financial, LLC | History | New | 12,848 | 470 | 0.01% | — | 309 | +12,848 | New | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 12,473 | 457 | 0.01% | 0.0% | 310 | +7,312 | 141.68% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,465 | 456 | 0.0% | 0.0% | 311 | +1,738 | 16.2% | Q1 2026 | May 14, 2026 |
| FJ Capital Management LLC | History | New | 12,089 | 443 | 0.05% | — | 312 | +12,089 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 11,886 | 435 | 0.0% | 0.0% | 313 | +6,033 | 103.08% | Q1 2026 | May 14, 2026 |
| DoubleLine ETF Adviser LP | History | Reduced | 11,853 | 434 | 0.17% | 0.16% | 314 | -2,923 | -19.78% | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | Reduced | 11,743 | 430 | 0.29% | 0.28% | 315 | -1,232 | -9.5% | Q1 2026 | Apr 23, 2026 |
| WESBANCO BANK INC | History | No change | 11,408 | 418 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Abel Hall, LLC | History | Added to | 11,397 | 417 | 0.09% | 0.09% | 318 | +1,114 | 10.83% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,390 | 417 | 0.01% | 0.01% | 317 | -25 | -0.22% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,355 | 416 | 0.0% | 0.0% | 319 | +3,306 | 41.07% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 11,153 | 408 | 0.01% | 0.01% | 320 | -489 | -4.2% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Reduced | 10,973 | 402 | 0.01% | 0.01% | 321 | -6,748 | -38.08% | Q1 2026 | Apr 27, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 10,874 | 398 | 0.01% | 0.01% | 322 | -5,230 | -32.48% | Q1 2026 | May 14, 2026 |
| Wealth Quarterback LLC | History | Reduced | 10,762 | 394 | 0.16% | 0.16% | 323 | -1,308 | -10.84% | Q1 2026 | Apr 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 10,720 | 392 | 0.04% | 0.04% | 324 | -491 | -4.38% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | New | 10,571 | 387 | 0.0% | — | 325 | +10,571 | New | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 10,457 | 383 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SYON CAPITAL LLC | History | New | 10,225 | 374 | 0.02% | — | 327 | +10,225 | New | Q1 2026 | May 13, 2026 |
| Norinchukin Bank, The | History | Reduced | 10,103 | 370 | 0.0% | 0.0% | 328 | -323 | -3.1% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 9,950 | 365 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 9,934 | 364 | 0.01% | 0.02% | 330 | -19,683 | -66.46% | Q1 2026 | Apr 21, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 9,421 | 345 | 0.19% | 0.21% | 331 | -849 | -8.27% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 9,215 | 337 | 0.01% | 0.0% | 332 | +2,947 | 47.02% | Q1 2026 | Apr 17, 2026 |
| Ninety One UK Ltd | History | New | 8,985 | 329 | 0.0% | — | 334 | +8,985 | New | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 8,977 | 329 | 0.0% | — | 335 | +8,977 | New | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 8,990 | 329 | 0.02% | 0.01% | 333 | +3,395 | 60.68% | Q1 2026 | Apr 29, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 8,817 | 327 | 0.04% | 0.05% | 336 | -817 | -8.48% | Q1 2026 | Apr 10, 2026 |
| INCEPTIONR LLC | History | New | 9,018 | 325 | 0.08% | — | 338 | +9,018 | New | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | New | 8,877 | 325 | 0.01% | — | 337 | +8,877 | New | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 8,860 | 324 | 0.0% | 0.0% | 339 | +288 | 3.36% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | New | 8,400 | 307 | 0.03% | — | 340 | +8,400 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,343 | 305 | 0.0% | 0.0% | 341 | -827 | -9.02% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 8,300 | 304 | 0.01% | — | 342 | +8,300 | New | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 8,210 | 301 | 0.02% | 0.08% | 343 | -18,116 | -68.81% | Q1 2026 | May 08, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 8,209 | 300 | 0.03% | 0.03% | 344 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | New | 7,990 | 292 | 0.01% | — | 345 | +7,990 | New | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | New | 7,817 | 286 | 0.04% | — | 346 | +7,817 | New | Q1 2026 | May 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 7,548 | 276 | 0.0% | — | 347 | +7,548 | New | Q1 2026 | May 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 7,519 | 275 | 0.01% | 0.01% | 348 | -503 | -6.27% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | No change | 7,133 | 261 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,964 | 255 | 0.01% | 0.01% | 350 | +269 | 4.02% | Q1 2026 | Apr 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 6,818 | 249 | 0.01% | 0.02% | 351 | -8,000 | -53.99% | Q1 2026 | Apr 21, 2026 |
| KBC Group NV | History | No change | 6,747 | 247 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| M&G Plc | History | Added to | 6,652 | 246 | 0.0% | 0.0% | 353 | +388 | 6.19% | Q1 2026 | May 13, 2026 |
| North Dakota State Investment Board | History | Reduced | 6,617 | 242 | 0.01% | 0.01% | 354 | -1,406 | -17.52% | Q1 2026 | May 08, 2026 |
| Havemeyer Place LP | History | New | 6,574 | 240 | 0.03% | — | 355 | +6,574 | New | Q1 2026 | May 13, 2026 |
| Mattson Financial Services, LLC | History | New | 6,314 | 231 | 0.06% | — | 357 | +6,314 | New | Q1 2026 | May 11, 2026 |
| O'Brien Greene & Co. Inc | History | New | 6,304 | 231 | 0.07% | — | 356 | +6,304 | New | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 6,278 | 230 | 0.02% | 0.0% | 358 | +5,747 | 1082.3% | Q1 2026 | Apr 06, 2026 |
| Kaizen Financial Strategies | History | Reduced | 5,888 | 230 | 0.1% | 0.1% | 359 | -246 | -4.01% | Q1 2026 | May 01, 2026 |
| Bull Harbor Capital LLC | History | New | 6,234 | 228 | 0.06% | — | 360 | +6,234 | New | Q1 2026 | May 18, 2026 |
| MAI Capital Management | History | Added to | 6,206 | 227 | 0.0% | 0.0% | 361 | +5,851 | 1648.17% | Q1 2026 | May 15, 2026 |
| Worth Venture Partners, LLC | History | No change | 6,200 | 227 | 0.72% | 1.62% | 362 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brown Financial Advisors | History | New | 6,180 | 226 | 0.09% | — | 363 | +6,180 | New | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,068 | 222 | 0.07% | 0.09% | 364 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sagewood Asset Management LP | History | New | 6,046 | 221 | 0.07% | — | 365 | +6,046 | New | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | New | 5,422 | 221 | 0.01% | — | 366 | +5,422 | New | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,024 | 220 | 0.01% | 0.01% | 367 | +148 | 2.52% | Q1 2026 | Apr 28, 2026 |
| Grey Fox Wealth Advisors, LLC | History | New | 5,989 | 219 | 0.04% | — | 368 | +5,989 | New | Q1 2026 | Apr 21, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 5,950 | 218 | 0.13% | 0.13% | 369 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Reduced | 5,937 | 217 | 0.02% | 0.02% | 370 | -634 | -9.65% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 5,937 | 216 | 0.0% | — | 371 | +5,937 | New | Q1 2026 | May 15, 2026 |
| Frec Markets, Inc. | History | New | 5,836 | 213 | 0.04% | — | 372 | +5,836 | New | Q1 2026 | May 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 5,705 | 209 | 0.01% | — | 373 | +5,705 | New | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,625 | 206 | 0.01% | — | 374 | +5,625 | New | Q1 2026 | Apr 16, 2026 |
| Kestra Investment Management, LLC | History | New | 5,594 | 205 | 0.0% | — | 375 | +5,594 | New | Q1 2026 | May 11, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 5,068 | 185 | 0.05% | 0.04% | 376 | +518 | 11.38% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,696 | 172 | 0.0% | 0.0% | 377 | -1,969 | -29.54% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,687 | 171 | 0.0% | 0.0% | 378 | +2,483 | 112.66% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,542 | 166 | 0.0% | 0.0% | 379 | -52 | -1.13% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 4,076 | 149 | 0.0% | 0.0% | 380 | +2,983 | 272.92% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,679 | 134 | 0.0% | 0.0% | 381 | +1,529 | 71.12% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | Added to | 3,650 | 133 | 0.0% | 0.0% | 382 | +409 | 12.62% | Q1 2026 | May 11, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 3,447 | 126 | 0.0% | 0.0% | 383 | -331 | -8.76% | Q1 2026 | Apr 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,249 | 119 | 0.01% | 0.01% | 384 | -653 | -16.74% | Q1 2026 | Apr 23, 2026 |
| Quarry LP | History | Added to | 3,267 | 119 | 0.02% | 0.02% | 385 | +15 | 0.46% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Added to | 2,983 | 109 | 0.0% | 0.0% | 386 | +167 | 5.93% | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 2,986 | 107 | 0.0% | 0.0% | 387 | -4,778 | -61.54% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 2,817 | 103 | 0.0% | 0.0% | 389 | +1,589 | 129.4% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,828 | 103 | 0.0% | 0.0% | 388 | +871 | 44.51% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,608 | 95 | 0.0% | 0.0% | 390 | +289 | 12.46% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,591 | 94 | 0.0% | 0.0% | 391 | +1,702 | 191.45% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 2,580 | 94 | 0.0% | 0.0% | 392 | +851 | 49.22% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,564 | 92 | 0.0% | 0.0% | 393 | +641 | 33.33% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,501 | 91 | 0.0% | 0.0% | 394 | +2,035 | 436.7% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,405 | 88 | 0.0% | 0.0% | 395 | +2,233 | 1298.26% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,324 | 85 | 0.0% | 0.0% | 396 | -209 | -8.25% | Q1 2026 | Apr 27, 2026 |
| Employees Retirement System of Texas | History | No change | 2,301 | 84 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 2,177 | 79 | 0.0% | — | 398 | +2,177 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,066 | 75 | 0.0% | 0.0% | 399 | +858 | 71.03% | Q1 2026 | May 08, 2026 |
| Itau Unibanco Holding S.A. | History | New | 1,800 | 65 | 0.0% | — | 400 | +1,800 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 1,645 | 60 | 0.0% | — | 401 | +1,645 | New | Q1 2026 | Apr 28, 2026 |
| Park Place Capital Corp | History | New | 1,542 | 56 | 0.01% | — | 402 | +1,542 | New | Q1 2026 | Apr 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,213 | 43 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,139 | 41 | 0.01% | — | 404 | +1,139 | New | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Added to | 1,102 | 40 | 0.0% | 0.0% | 405 | +524 | 90.66% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,026 | 37 | 0.01% | 0.01% | 407 | +576 | 128.0% | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,041 | 37 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Essential Partners LLC | History | Added to | 910 | 33 | 0.01% | 0.0% | 408 | +779 | 594.66% | Q1 2026 | May 21, 2026 |
| Bayforest Capital Ltd | History | New | 896 | 32 | 0.04% | — | 409 | +896 | New | Q1 2026 | Apr 15, 2026 |
| Wiser Advisor Group LLC | History | Added to | 702 | 25 | 0.03% | 0.03% | 410 | +9 | 1.3% | Q1 2026 | Apr 22, 2026 |
| True Wealth Design, LLC | History | Added to | 616 | 22 | 0.01% | 0.0% | 412 | +561 | 1020.0% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 606 | 22 | 0.0% | 0.0% | 411 | +147 | 32.03% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 569 | 21 | 0.0% | 0.0% | 413 | +211 | 58.94% | Q1 2026 | May 06, 2026 |
| Heritage Wealth Advisors | History | Added to | 560 | 20 | 0.0% | 0.0% | 414 | +360 | 180.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 547 | 20 | 0.0% | 0.0% | 415 | +33 | 6.42% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Added to | 525 | 19 | 0.0% | 0.0% | 417 | +85 | 19.32% | Q1 2026 | Apr 28, 2026 |
| Fulcrum Asset Management LLP | History | No change | 548 | 19 | 0.0% | 0.01% | 416 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 476 | 17 | 0.0% | — | 419 | +476 | New | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 478 | 17 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bank of New Hampshire | History | No change | 415 | 15 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DANSKE BANK A/S | History | Reduced | 400 | 14 | 0.0% | 0.0% | 421 | -2,000 | -83.33% | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 400 | 14 | 0.01% | — | 424 | +400 | New | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 387 | 14 | 0.0% | 0.0% | 422 | +118 | 43.87% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | No change | 400 | 14 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 360 | 13 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 348 | 12 | 0.0% | 0.0% | 426 | +155 | 80.31% | Q1 2026 | Apr 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 303 | 11 | 0.0% | 0.0% | 428 | +186 | 158.97% | Q1 2026 | Apr 22, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 310 | 11 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | No change | 300 | 10 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 261 | 9 | 0.0% | 0.0% | 432 | +155 | 146.23% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 257 | 9 | 0.0% | 0.0% | 430 | +25 | 10.78% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 257 | 9 | 0.0% | 0.0% | 431 | +1 | 0.39% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | New | 222 | 8 | 0.0% | — | 434 | +222 | New | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | New | 219 | 8 | 0.0% | — | 435 | +219 | New | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 237 | 8 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 205 | 7 | 0.01% | — | 438 | +205 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 197 | 7 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gould Capital, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 158 | 6 | 0.0% | 0.04% | 442 | -2,137 | -93.12% | Q1 2026 | May 05, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 166 | 6 | 0.0% | 0.0% | 440 | -234 | -58.5% | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 190 | 6 | 0.0% | — | 444 | +190 | New | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 167 | 6 | 0.0% | 0.0% | 441 | +129 | 339.47% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 186 | 6 | 0.0% | 0.0% | 439 | +2 | 1.09% | Q1 2026 | Apr 13, 2026 |
| Roxbury Financial LLC | History | Added to | 189 | 6 | 0.01% | 0.01% | 443 | +2 | 1.07% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 160 | 5 | 0.0% | 0.0% | 445 | -16 | -9.09% | Q1 2026 | Apr 17, 2026 |
| Red Tortoise LLC | History | No change | 153 | 5 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Reduced | 122 | 4 | 0.0% | 0.0% | 447 | -43 | -26.06% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 135 | 4 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 131 | 4 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Planning,Inc | History | New | 100 | 3 | 0.0% | — | 454 | +100 | New | Q1 2026 | Apr 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 92 | 3 | 0.0% | 0.0% | 450 | +17 | 22.67% | Q1 2026 | May 06, 2026 |
| MTM Investment Management, LLC | History | No change | 104 | 3 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | No change | 109 | 3 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 55 | 2 | 0.0% | 0.0% | 456 | -1,436 | -96.31% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 62 | 2 | 0.0% | — | 461 | +62 | New | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | New | 60 | 2 | 0.0% | — | 460 | +60 | New | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | No change | 71 | 2 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | No change | 80 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 65 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ares Financial Consulting, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CX Institutional | History | Reduced | 17 | 1 | 0.0% | 0.0% | 464 | -53 | -75.71% | Q1 2026 | Apr 06, 2026 |
| JPL Wealth Management, LLC | History | New | 38 | 1 | 0.0% | — | 471 | +38 | New | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | New | 35 | 1 | 0.0% | — | 470 | +35 | New | Q1 2026 | Apr 28, 2026 |
| Cromwell Holdings LLC | History | Added to | 38 | 1 | 0.0% | — | 465 | +29 | 322.22% | Q1 2026 | Apr 30, 2026 |
| Dogwood Wealth Management LLC | History | New | 28 | 1 | 0.0% | — | 472 | +28 | New | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | New | 28 | 1 | 0.0% | — | 473 | +28 | New | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 468 | -16 | -25.4% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 49 | 1 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SageView Advisory Group, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.09% | — | -671,081 | -100.0% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -530,000 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.06% | — | -505,144 | -100.0% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -441,503 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -321,962 | -100.0% | Q1 2026 | May 15, 2026 |
| B&I Capital AG | History | Closed out | 0 | 0 | — | 3.13% | — | -243,840 | -100.0% | Q1 2026 | May 06, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -175,192 | -100.0% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.18% | — | -167,424 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -125,544 | -100.0% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -107,896 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -73,325 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54,298 | -100.0% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -52,297 | -100.0% | Q1 2026 | May 08, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -42,634 | -100.0% | Q1 2026 | May 07, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -37,432 | -100.0% | Q1 2026 | May 15, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Closed out | 0 | 0 | — | 0.09% | — | -30,100 | -100.0% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,899 | -100.0% | Q1 2026 | May 15, 2026 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,364 | -100.0% | Q1 2026 | May 14, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -20,144 | -100.0% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,889 | -100.0% | Q1 2026 | May 14, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | Closed out | 0 | 0 | — | 0.3% | — | -17,924 | -100.0% | Q1 2026 | May 13, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.24% | — | -17,171 | -100.0% | Q1 2026 | May 15, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.12% | — | -15,624 | -100.0% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,466 | -100.0% | Q1 2026 | May 11, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,247 | -100.0% | Q1 2026 | May 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Closed out | 0 | 0 | — | 0.05% | — | -10,207 | -100.0% | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,150 | -100.0% | Q1 2026 | May 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -10,095 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,975 | -100.0% | Q1 2026 | May 12, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,599 | -100.0% | Q1 2026 | May 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -7,020 | -100.0% | Q1 2026 | May 13, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,800 | -100.0% | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,815 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -2,612 | -100.0% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,713 | -100.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,462 | -100.0% | Q1 2026 | May 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,094 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -417 | -100.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 21 | 0 | — | 0.0% | — | -24 | -53.33% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | Added to | 27 | 0 | — | — | — | +14 | 107.69% | Q1 2026 | May 01, 2026 |
| Bare Financial Services, Inc | History | Reduced | 26 | 0 | — | 0.0% | — | -14 | -35.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 01, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 12, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q1 2026 | Apr 10, 2026 |
| Copeland Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sachetta, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LRI Investments, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |