CAVCO INDUSTRIES, INC. - CVCO
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 | 1,198,316 | 580,332 | 0.01% | 0.01% | 1 | -395 | -0.03% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 750,274 | 443,216 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital World Investors | History | Reduced | 616,579 | 298,603 | 0.04% | 0.05% | 3 | -23,487 | -3.67% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 401,905 | 194,638 | 0.01% | 0.01% | 4 | +12,275 | 3.15% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 348,123 | 168,592 | 0.0% | — | 5 | +348,123 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 317,722 | 153,869 | 0.01% | — | 6 | +317,722 | New | Q1 2026 | May 08, 2026 |
| Boston Partners | History | Reduced | 299,660 | 145,088 | 0.15% | 0.23% | 7 | -68,179 | -18.54% | Q1 2026 | May 11, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Added to | 267,514 | 129,554 | 1.61% | 1.27% | 8 | +71,801 | 36.69% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 240,673 | 116,572 | 0.01% | 0.01% | 9 | +7,826 | 3.36% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 200,952 | 97,309 | 0.02% | 0.02% | 10 | -308 | -0.15% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Added to | 181,785 | 88,036 | 0.01% | 0.01% | 11 | +85,432 | 88.67% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 167,381 | 81,060 | 0.0% | 0.01% | 12 | -95,940 | -36.43% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Added to | 163,284 | 79,079 | 0.7% | 0.77% | 13 | +12,135 | 8.03% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 139,848 | 67,726 | 0.02% | 0.02% | 14 | -3,867 | -2.69% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Reduced | 139,783 | 67,695 | 0.56% | 0.69% | 15 | -14,884 | -9.62% | Q1 2026 | Apr 24, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 130,081 | 60,642 | 0.05% | 0.05% | 16 | +13,491 | 11.57% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 104,726 | 50,717 | 0.01% | 0.01% | 17 | +2,487 | 2.43% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 102,715 | 49,743 | 0.06% | 0.05% | 18 | +32,347 | 45.97% | Q1 2026 | May 15, 2026 |
| Broad Bay Capital Management, LP | History | Reduced | 100,312 | 48,580 | 4.13% | 7.0% | 19 | -12,992 | -11.47% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 93,174 | 45,123 | 0.01% | 0.01% | 20 | +19,019 | 25.65% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 92,621 | 44,856 | 0.01% | 0.01% | 21 | -120,951 | -56.63% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 83,074 | 40,231 | 0.4% | 0.52% | 22 | -8,802 | -9.58% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 82,123 | 39,771 | 0.01% | 0.0% | 23 | +42,106 | 105.22% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 81,664 | 39,549 | 0.01% | 0.01% | 24 | +1,277 | 1.59% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 79,243 | 38,376 | 0.02% | 0.0% | 25 | +76,832 | 3186.73% | Q1 2026 | May 15, 2026 |
| SAMLYN CAPITAL, LLC | History | Reduced | 69,484 | 33,650 | 0.57% | 0.67% | 26 | -1,917 | -2.68% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 68,741 | 33,289 | 0.02% | 0.02% | 27 | -85 | -0.12% | Q1 2026 | May 18, 2026 |
| MORGAN STANLEY | History | Reduced | 61,383 | 29,727 | 0.0% | 0.0% | 28 | -1,723 | -2.73% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 59,878 | 28,998 | 0.05% | 0.05% | 29 | +2,008 | 3.47% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 58,410 | 28,287 | 0.01% | 0.01% | 30 | +12,414 | 26.99% | Q1 2026 | May 13, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 54,097 | 26,198 | 2.16% | 2.7% | 31 | -1,215 | -2.2% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 53,981 | 26,142 | 0.01% | — | 32 | +53,981 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 53,306 | 25,815 | 0.01% | 0.02% | 33 | +1,743 | 3.38% | Q1 2026 | May 04, 2026 |
| GABELLI FUNDS LLC | History | Added to | 51,300 | 24,844 | 0.17% | 0.19% | 34 | +3,890 | 8.21% | Q1 2026 | May 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 50,991 | 24,694 | 1.42% | 1.45% | 35 | +8,940 | 21.26% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 47,744 | 23,121 | 0.01% | 0.0% | 36 | +42,445 | 801.0% | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Added to | 47,014 | 22,768 | 0.0% | 0.0% | 37 | +24,910 | 112.69% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 46,586 | 22,561 | 0.08% | 0.1% | 38 | -11,000 | -19.1% | Q1 2026 | Apr 28, 2026 |
| Nuveen, LLC | History | Reduced | 45,670 | 22,117 | 0.01% | 0.01% | 39 | -7,780 | -14.56% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 44,823 | 21,707 | 0.0% | 0.01% | 40 | -12,166 | -21.35% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 43,882 | 20,457 | 0.0% | 0.0% | 41 | +19,645 | 81.05% | Q1 2026 | May 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 42,059 | 20,368 | 0.43% | 0.37% | 42 | +12,183 | 40.78% | Q1 2026 | May 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 42,035 | 20,357 | 0.03% | — | 43 | +42,035 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 37,929 | 18,368 | 0.03% | 0.01% | 44 | +25,960 | 216.89% | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 36,573 | 17,711 | 0.25% | 0.23% | 45 | +8,264 | 29.19% | Q1 2026 | May 22, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 33,744 | 16,341 | 0.57% | 0.06% | 46 | +30,346 | 893.05% | Q1 2026 | May 14, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | History | Added to | 33,040 | 16,000 | 5.81% | 6.15% | 47 | +6,040 | 22.37% | Q1 2026 | May 15, 2026 |
| Tensile Capital Management LP | History | New | 33,000 | 15,981 | 2.29% | — | 48 | +33,000 | New | Q1 2026 | May 15, 2026 |
| ROBOTTI ROBERT | History | Added to | 32,388 | 15,685 | 2.45% | 3.36% | 49 | +687 | 2.17% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 30,641 | 14,838 | 0.02% | 0.02% | 50 | +2,086 | 7.31% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 30,319 | 14,683 | 0.05% | 0.05% | 51 | +3,293 | 12.18% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,285 | 14,182 | 0.0% | 0.0% | 52 | -16,653 | -36.25% | Q1 2026 | May 15, 2026 |
| Robeco Schweiz AG | History | Added to | 29,200 | 14,141 | 0.3% | 0.34% | 53 | +3,200 | 12.31% | Q1 2026 | May 07, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 28,917 | 14,004 | 1.73% | 1.87% | 54 | +505 | 1.78% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 27,353 | 13,246 | 0.0% | 0.0% | 55 | +1,824 | 7.14% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 26,883 | 13,019 | 0.0% | 0.0% | 56 | +1,728 | 6.87% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,370 | 10,833 | 0.0% | 0.0% | 57 | +6,094 | 37.44% | Q1 2026 | May 15, 2026 |
| EULAV Asset Management | History | No change | 21,900 | 10,605 | 0.34% | 0.35% | 58 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORGES BANK | History | No change | 17,622 | 10,410 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 21,428 | 10,377 | 0.01% | 0.01% | 60 | +233 | 1.1% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 20,234 | 9,799 | 0.02% | 0.02% | 61 | +4,985 | 32.69% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 19,047 | 9,224 | 0.01% | 0.01% | 62 | -5,180 | -21.38% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 18,396 | 8,908 | 0.0% | 0.0% | 63 | -1,906 | -9.39% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 18,287 | 8,856 | 0.0% | 0.0% | 64 | +1,141 | 6.65% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 17,682 | 8,563 | 0.0% | 0.01% | 65 | -12,931 | -42.24% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 17,625 | 8,535 | 0.01% | 0.0% | 66 | +16,372 | 1306.62% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 15,988 | 7,742 | 0.12% | 0.18% | 67 | -3,645 | -18.57% | Q1 2026 | May 15, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | New | 15,850 | 7,675 | 2.22% | — | 68 | +15,850 | New | Q1 2026 | May 14, 2026 |
| Pillsbury Lake Capital LLC | History | Reduced | 15,774 | 7,639 | 3.45% | 5.27% | 69 | -9,772 | -38.25% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Reduced | 15,420 | 7,467 | 0.0% | 0.01% | 70 | -200 | -1.28% | Q1 2026 | May 07, 2026 |
| SG Capital Management LLC | History | New | 14,924 | 7,227 | 0.48% | — | 71 | +14,924 | New | Q1 2026 | May 08, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 14,700 | 7,119 | 0.07% | 0.13% | 72 | -7,804 | -34.68% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,627 | 7,083 | 0.0% | 0.0% | 73 | +11,670 | 394.66% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 14,151 | 6,853 | 0.8% | 0.98% | 74 | -264 | -1.83% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 13,989 | 6,774 | 0.0% | 0.0% | 75 | +407 | 3.0% | Q1 2026 | May 13, 2026 |
| Pier Capital, LLC | History | Added to | 13,839 | 6,702 | 1.11% | 1.14% | 76 | +1,736 | 14.34% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,494 | 6,050 | 0.01% | 0.0% | 77 | +5,655 | 82.69% | Q1 2026 | May 13, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 12,454 | 6,031 | 1.76% | 2.02% | 78 | +66 | 0.53% | Q1 2026 | Apr 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 10,001 | 5,907 | 0.0% | 0.0% | 79 | +1,051 | 11.74% | Q1 2026 | May 15, 2026 |
| Ballast Asset Management, LP | History | Added to | 12,117 | 5,868 | 2.61% | 3.3% | 80 | +305 | 2.58% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Reduced | 11,990 | 5,806 | 0.0% | 0.0% | 81 | -8,353 | -41.06% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 11,838 | 5,733 | 0.02% | 0.07% | 82 | -17,636 | -59.84% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 11,767 | 5,698 | 0.01% | 0.02% | 83 | -806 | -6.41% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 11,036 | 5,344 | 0.02% | 0.03% | 84 | -1,740 | -13.62% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 10,535 | 5,102 | 0.01% | 0.01% | 85 | -1,847 | -14.92% | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,079 | 4,881 | 0.01% | 0.01% | 86 | +934 | 10.21% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,739 | 4,716 | 0.0% | 0.0% | 87 | +649 | 7.14% | Q1 2026 | May 06, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | New | 9,775 | 4,704 | 0.86% | — | 88 | +9,775 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 9,319 | 4,513 | 0.0% | 0.0% | 89 | +1,808 | 24.07% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,115 | 4,414 | 0.08% | — | 90 | +9,115 | New | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 8,458 | 4,107 | 0.01% | 0.01% | 91 | -4,797 | -36.19% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 8,347 | 4,042 | 0.0% | 0.0% | 92 | -712 | -7.86% | Q1 2026 | May 11, 2026 |
| Man Group plc | History | Reduced | 8,283 | 4,011 | 0.01% | 0.02% | 93 | -6,811 | -45.12% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 7,990 | 3,869 | 0.06% | 0.09% | 94 | -2,431 | -23.33% | Q1 2026 | Apr 01, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 7,970 | 3,859 | 0.0% | 0.01% | 95 | -755 | -8.65% | Q1 2026 | May 13, 2026 |
| Watchman Group, Inc. | History | Reduced | 7,680 | 3,719 | 0.9% | 1.09% | 96 | -41 | -0.53% | Q1 2026 | Apr 20, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 7,204 | 3,488 | 0.0% | — | 97 | +7,204 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,931 | 3,357 | 0.0% | 0.0% | 98 | -2,585 | -27.16% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 6,840 | 3,312 | 0.0% | 0.0% | 99 | +1,797 | 35.63% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6,423 | 3,111 | 0.25% | 0.29% | 100 | +160 | 2.55% | Q1 2026 | Apr 28, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,336 | 3,068 | 0.23% | 0.34% | 101 | -1,557 | -19.73% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 6,328 | 3,064 | 0.01% | 0.01% | 102 | -347 | -5.2% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | New | 5,939 | 2,876 | 0.21% | — | 103 | +5,939 | New | Q1 2026 | May 15, 2026 |
| CANNELL CAPITAL LLC | History | Reduced | 5,759 | 2,789 | 1.71% | 3.25% | 104 | -5,601 | -49.3% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 5,698 | 2,759 | 0.01% | 0.01% | 105 | +1,630 | 40.07% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 5,648 | 2,735 | 0.03% | — | 106 | +5,648 | New | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 5,599 | 2,711 | 0.0% | 0.01% | 107 | -10,251 | -64.68% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 4,500 | 2,658 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,463 | 2,646 | 0.01% | 0.01% | 109 | -183 | -3.24% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Added to | 5,215 | 2,525 | 0.01% | 0.01% | 110 | +967 | 22.76% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 5,116 | 2,477 | 0.0% | 0.0% | 111 | +970 | 23.4% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,302 | 2,471 | 0.0% | 0.0% | 112 | +4,751 | 862.25% | Q1 2026 | May 15, 2026 |
| CROWN ADVISORS MANAGEMENT, INC. | History | Reduced | 5,000 | 2,421 | 1.61% | 3.11% | 113 | -3,000 | -37.5% | Q1 2026 | May 07, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 4,518 | 2,188 | 0.06% | 0.08% | 114 | -35 | -0.77% | Q1 2026 | May 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 4,517 | 2,187 | 0.03% | 0.03% | 115 | +229 | 5.34% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 4,500 | 2,179 | 0.0% | — | 116 | +4,500 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 4,440 | 2,150 | 0.0% | — | 117 | +4,440 | New | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 4,400 | 2,130 | 0.01% | 0.01% | 118 | +2,100 | 91.3% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 4,380 | 2,121 | 0.0% | 0.0% | 119 | +978 | 28.75% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 4,303 | 2,083 | 0.01% | 0.01% | 120 | +19 | 0.44% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,261 | 2,062 | 0.02% | 0.03% | 121 | -143 | -3.25% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,235 | 2,050 | 0.0% | 0.0% | 122 | -5,360 | -55.86% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 4,165 | 2,017 | 0.0% | 0.0% | 123 | +668 | 19.1% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 4,018 | 1,945 | 0.02% | 0.02% | 124 | +427 | 11.89% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 4,001 | 1,937 | 0.0% | — | 125 | +4,001 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,891 | 1,884 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 3,886 | 1,881 | 0.01% | 0.01% | 127 | -114 | -2.85% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 3,795 | 1,837 | 0.02% | 0.02% | 128 | +393 | 11.55% | Q1 2026 | Apr 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 3,779 | 1,830 | 0.01% | 0.0% | 129 | +2,832 | 299.05% | Q1 2026 | May 15, 2026 |
| Militia Capital Management LLC | History | New | 3,740 | 1,811 | 0.41% | — | 130 | +3,740 | New | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,670 | 1,777 | 0.0% | 0.0% | 131 | +81 | 2.26% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 3,650 | 1,767 | 0.02% | 0.03% | 132 | -2,116 | -36.7% | Q1 2026 | May 08, 2026 |
| Numerai GP LLC | History | New | 3,644 | 1,764 | 0.18% | — | 133 | +3,644 | New | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Added to | 3,624 | 1,755 | 0.08% | 0.09% | 134 | +684 | 23.27% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 3,518 | 1,703 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 3,419 | 1,655 | 0.0% | 0.0% | 136 | -116 | -3.28% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 3,400 | 1,646 | 0.03% | 0.04% | 137 | -200 | -5.56% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,318 | 1,606 | 0.0% | 0.0% | 138 | +84 | 2.6% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,149 | 1,525 | 0.0% | 0.0% | 139 | -200 | -5.97% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,139 | 1,520 | 0.0% | — | 140 | +3,139 | New | Q1 2026 | May 08, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 3,042 | 1,473 | 0.25% | — | 141 | +3,042 | New | Q1 2026 | Apr 09, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 2,988 | 1,447 | 0.14% | 0.36% | 142 | -3,390 | -53.15% | Q1 2026 | May 05, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 2,945 | 1,426 | 0.84% | 0.93% | 143 | +280 | 10.51% | Q1 2026 | Apr 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,888 | 1,399 | 0.0% | 0.0% | 144 | +191 | 7.08% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 2,364 | 1,396 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,824 | 1,367 | 0.0% | 0.0% | 146 | +2,420 | 599.01% | Q1 2026 | May 01, 2026 |
| Brevan Howard Capital Management LP | History | New | 2,810 | 1,360 | 0.01% | — | 147 | +2,810 | New | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 2,735 | 1,325 | 0.08% | 0.08% | 148 | +1,242 | 83.19% | Q1 2026 | May 08, 2026 |
| Aquatic Capital Management LLC | History | New | 2,598 | 1,258 | 0.04% | — | 149 | +2,598 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 2,571 | 1,245 | 0.0% | 0.0% | 150 | +100 | 4.05% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,537 | 1,228 | 0.0% | 0.0% | 151 | -3,973 | -61.03% | Q1 2026 | May 12, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 2,505 | 1,213 | 0.28% | 0.34% | 152 | +20 | 0.8% | Q1 2026 | May 12, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 2,450 | 1,187 | 0.16% | 0.18% | 153 | +51 | 2.13% | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | New | 2,379 | 1,152 | 0.07% | — | 154 | +2,379 | New | Q1 2026 | Apr 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 2,250 | 1,089 | 0.12% | 0.14% | 155 | +20 | 0.9% | Q1 2026 | Apr 16, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,234 | 1,082 | 0.01% | 0.01% | 156 | -34 | -1.5% | Q1 2026 | May 08, 2026 |
| Headlands Technologies LLC | History | Reduced | 2,214 | 1,072 | 0.12% | 0.14% | 157 | -694 | -23.87% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 2,208 | 1,069 | 0.01% | 0.03% | 158 | -1,151 | -34.27% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 2,144 | 1,038 | 0.01% | 0.01% | 159 | -55 | -2.5% | Q1 2026 | May 01, 2026 |
| Engineers Gate Manager LP | History | Reduced | 2,129 | 1,031 | 0.01% | 0.01% | 160 | -8 | -0.37% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,088 | 1,011 | 0.01% | 0.01% | 161 | +58 | 2.86% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,087 | 1,010 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 2,084 | 1,009 | 0.09% | — | 163 | +2,084 | New | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 2,080 | 1,007 | 0.01% | 0.02% | 164 | -49 | -2.3% | Q1 2026 | Apr 24, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 1,999 | 968 | 0.0% | 0.0% | 165 | -206 | -9.34% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 1,950 | 945 | 0.01% | 0.01% | 166 | -70 | -3.47% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 1,919 | 929 | 0.0% | 0.01% | 167 | -13 | -0.67% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 1,911 | 925 | 0.0% | — | 168 | +1,911 | New | Q1 2026 | May 08, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 1,856 | 898 | 0.1% | 0.08% | 169 | +566 | 43.88% | Q1 2026 | Apr 22, 2026 |
| AlphaQuest LLC | History | No change | 1,498 | 884 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 1,796 | 869 | 0.15% | 0.17% | 171 | +65 | 3.76% | Q1 2026 | Apr 21, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 1,793 | 868 | 0.01% | 0.01% | 172 | -19 | -1.05% | Q1 2026 | Apr 29, 2026 |
| Moran Wealth Management, LLC | History | Added to | 1,789 | 866 | 0.03% | 0.03% | 173 | +57 | 3.29% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,781 | 862 | 0.0% | 0.0% | 174 | +158 | 9.74% | Q1 2026 | May 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 1,736 | 840 | 0.0% | 0.0% | 175 | +984 | 130.85% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 1,720 | 832 | 0.0% | 0.0% | 176 | +40 | 2.38% | Q1 2026 | Apr 29, 2026 |
| South Shore Capital Advisors | History | Added to | 1,715 | 830 | 0.61% | 0.7% | 177 | +95 | 5.86% | Q1 2026 | Apr 28, 2026 |
| Amundi | History | Added to | 1,609 | 779 | 0.0% | 0.0% | 178 | +401 | 33.2% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 1,493 | 723 | 0.0% | 0.0% | 179 | +43 | 2.97% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,391 | 673 | 0.0% | 0.0% | 181 | -114 | -7.57% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 1,390 | 673 | 0.0% | 0.0% | 180 | -4 | -0.29% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,375 | 665 | 0.0% | 0.0% | 182 | +137 | 11.07% | Q1 2026 | May 04, 2026 |
| Perbak Capital Partners LLP | History | New | 1,369 | 662 | 0.16% | — | 183 | +1,369 | New | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 1,337 | 647 | 0.08% | 0.08% | 184 | +76 | 6.03% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,310 | 634 | 0.01% | 0.02% | 185 | -1,174 | -47.26% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,303 | 631 | 0.0% | 0.0% | 186 | +54 | 4.32% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,296 | 627 | 0.0% | 0.0% | 187 | +199 | 18.14% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,286 | 623 | 0.0% | 0.01% | 188 | +43 | 3.46% | Q1 2026 | Apr 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,271 | 615 | 0.01% | 0.06% | 189 | -3,499 | -73.35% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 1,278 | 613 | 0.02% | 0.02% | 190 | +91 | 7.67% | Q1 2026 | Apr 08, 2026 |
| INCEPTIONR LLC | History | New | 1,230 | 595 | 0.14% | — | 191 | +1,230 | New | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,213 | 587 | 0.0% | 0.0% | 192 | -302 | -19.93% | Q1 2026 | Apr 24, 2026 |
| AIA Group Ltd | History | No change | 1,190 | 576 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,186 | 574 | 0.0% | 0.0% | 194 | +561 | 89.76% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 1,129 | 546 | 0.01% | 0.01% | 195 | -14 | -1.22% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 1,119 | 542 | 0.0% | 0.0% | 196 | +269 | 31.65% | Q1 2026 | May 13, 2026 |
| Aristides Capital LLC | History | Added to | 1,108 | 536 | 0.12% | 0.09% | 197 | +206 | 22.84% | Q1 2026 | May 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 840 | 496 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Lakewood Asset Management LLC | History | Added to | 1,016 | 492 | 0.31% | 0.33% | 199 | +57 | 5.94% | Q1 2026 | Apr 22, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,005 | 486 | 0.0% | 0.0% | 200 | -12 | -1.18% | Q1 2026 | May 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 1,035 | 482 | 0.08% | 0.06% | 201 | +351 | 51.32% | Q1 2026 | May 12, 2026 |
| Almitas Capital LLC | History | No change | 992 | 480 | 0.11% | 0.13% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 965 | 467 | 0.02% | 0.04% | 203 | -1,690 | -63.65% | Q1 2026 | May 18, 2026 |
| Empowered Funds, LLC | History | New | 966 | 467 | 0.0% | — | 204 | +966 | New | Q1 2026 | May 14, 2026 |
| Cannell & Spears LLC | History | Added to | 952 | 461 | 0.01% | 0.01% | 205 | +161 | 20.35% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 937 | 454 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | New | 931 | 450 | 0.0% | — | 207 | +931 | New | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | Added to | 904 | 438 | 0.0% | 0.0% | 208 | +651 | 257.31% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 897 | 434 | 0.01% | 0.01% | 209 | +231 | 34.68% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 896 | 433 | 0.0% | 0.0% | 210 | +9 | 1.01% | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 888 | 430 | 0.0% | 0.01% | 211 | -4 | -0.45% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 867 | 419 | 0.0% | 0.0% | 212 | -5 | -0.57% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | Reduced | 848 | 410 | 0.01% | 0.04% | 213 | -1,600 | -65.36% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 842 | 407 | 0.0% | 0.0% | 214 | -122 | -12.66% | Q1 2026 | May 13, 2026 |
| AVIVA PLC | History | Reduced | 834 | 403 | 0.0% | 0.0% | 215 | -12 | -1.42% | Q1 2026 | May 14, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 800 | 387 | 0.32% | 0.38% | 216 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 797 | 385 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 794 | 384 | 0.17% | 0.2% | 218 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fieldview Capital Management, LLC | History | New | 787 | 381 | 0.11% | — | 219 | +787 | New | Q1 2026 | May 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 743 | 360 | 0.02% | 0.05% | 220 | -587 | -44.14% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 740 | 358 | 0.0% | 0.0% | 221 | +509 | 220.35% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 731 | 354 | 0.0% | 0.0% | 222 | +129 | 21.43% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 716 | 347 | 0.0% | 0.0% | 223 | -922 | -56.29% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 702 | 339 | 0.0% | 0.0% | 224 | -10 | -1.4% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 699 | 338 | 0.0% | 0.0% | 226 | -575 | -45.13% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 699 | 338 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 676 | 327 | 0.0% | 0.0% | 227 | +60 | 9.74% | Q1 2026 | May 13, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 665 | 310 | 0.02% | 0.05% | 228 | -672 | -50.26% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 638 | 308 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 515 | 304 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 609 | 294 | 0.02% | 0.03% | 231 | -108 | -15.06% | Q1 2026 | May 21, 2026 |
| Vident Advisory, LLC | History | Added to | 602 | 291 | 0.0% | 0.0% | 232 | +11 | 1.86% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 600 | 290 | 0.0% | 0.0% | 233 | -20,983 | -97.22% | Q1 2026 | May 12, 2026 |
| Riverwater Partners LLC | History | Added to | 596 | 288 | 0.1% | 0.1% | 234 | +171 | 40.24% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 589 | 285 | 0.01% | 0.01% | 235 | -116 | -16.45% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 588 | 284 | 0.0% | — | 236 | +588 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 579 | 280 | 0.0% | — | 237 | +579 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 577 | 279 | 0.0% | 0.0% | 238 | +168 | 41.08% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 573 | 277 | 0.0% | 0.0% | 239 | +5 | 0.88% | Q1 2026 | Apr 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 568 | 275 | 0.0% | 0.0% | 240 | +134 | 30.88% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 564 | 273 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 563 | 272 | 0.0% | — | 242 | +563 | New | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 555 | 268 | 0.01% | 0.02% | 243 | -552 | -49.86% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 529 | 256 | 0.0% | 0.0% | 244 | +3 | 0.57% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 434 | 256 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 530 | 256 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | New | 502 | 243 | 0.0% | — | 248 | +502 | New | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 502 | 243 | 0.0% | 0.0% | 247 | +141 | 39.06% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 500 | 242 | 0.13% | 0.14% | 249 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,762 | 232 | 0.0% | 0.0% | 250 | +1,538 | 686.61% | Q1 2026 | Apr 08, 2026 |
| BURNEY CO/ | History | No change | 475 | 230 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BAILARD, INC. | History | New | 470 | 227 | 0.01% | — | 252 | +470 | New | Q1 2026 | May 11, 2026 |
| Penserra Capital Management LLC | History | Added to | 464 | 224 | 0.0% | 0.0% | 253 | +9 | 1.98% | Q1 2026 | May 11, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 450 | 217 | 0.02% | 0.08% | 254 | -793 | -63.8% | Q1 2026 | May 13, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 449 | 217 | 0.02% | — | 256 | +449 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 449 | 217 | 0.01% | 0.01% | 255 | -8 | -1.75% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 440 | 213 | 0.0% | 0.0% | 257 | +97 | 28.28% | Q1 2026 | May 05, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 436 | 211 | 0.0% | — | 258 | +436 | New | Q1 2026 | May 11, 2026 |
| Vestcor Inc | History | Reduced | 432 | 209 | 0.01% | 0.02% | 259 | -467 | -51.95% | Q1 2026 | May 12, 2026 |
| SkyOak Wealth, LLC | History | New | 432 | 209 | 0.04% | — | 260 | +432 | New | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | New | 431 | 208 | 0.0% | — | 261 | +431 | New | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 430 | 208 | 0.02% | — | 262 | +430 | New | Q1 2026 | Apr 30, 2026 |
| Brooklyn Investment Group | History | New | 428 | 207 | 0.01% | — | 263 | +428 | New | Q1 2026 | Apr 29, 2026 |
| R Squared Ltd | History | Reduced | 425 | 205 | 0.11% | 0.18% | 264 | -234 | -35.51% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 419 | 202 | 0.0% | 0.0% | 265 | +44 | 11.73% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | New | 414 | 200 | 0.0% | — | 266 | +414 | New | Q1 2026 | May 04, 2026 |
| GAMMA Investing LLC | History | Added to | 382 | 184 | 0.01% | 0.01% | 267 | +9 | 2.41% | Q1 2026 | Apr 06, 2026 |
| Byrne Asset Management LLC | History | New | 351 | 169 | 0.1% | — | 268 | +351 | New | Q1 2026 | Apr 02, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 346 | 167 | 0.01% | 0.01% | 269 | -8 | -2.26% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 343 | 166 | 0.03% | — | 270 | +343 | New | Q1 2026 | May 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 291 | 140 | 0.01% | 0.01% | 271 | -153 | -34.46% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 245 | 118 | 0.0% | 0.0% | 272 | +211 | 620.59% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 224 | 108 | 0.0% | 0.0% | 273 | -20 | -8.2% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 181 | 87 | 0.0% | 0.0% | 274 | +4 | 2.26% | Q1 2026 | May 07, 2026 |
| OP Asset Management Ltd | History | No change | 181 | 87 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Avanza Fonder AB | History | No change | 173 | 83 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 165 | 79 | 0.01% | 0.01% | 277 | +9 | 5.77% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 154 | 75 | 0.05% | 0.12% | 278 | -229 | -59.79% | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 128 | 61 | 0.0% | 0.0% | 279 | +27 | 26.73% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 123 | 59 | 0.0% | 0.01% | 280 | -29 | -19.08% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 126 | 58 | 0.0% | 0.01% | 282 | -125 | -49.8% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 121 | 58 | 0.0% | 0.0% | 281 | +5 | 4.31% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 117 | 56 | 0.0% | 0.0% | 283 | +5 | 4.46% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 108 | 52 | 0.0% | 0.0% | 284 | +20 | 22.73% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 102 | 49 | 0.0% | — | 285 | +102 | New | Q1 2026 | Apr 13, 2026 |
| ADIRONDACK TRUST CO | History | New | 100 | 48 | 0.02% | — | 286 | +100 | New | Q1 2026 | Apr 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 76 | 37 | 0.0% | 0.0% | 287 | +41 | 117.14% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 72 | 34 | 0.0% | 0.0% | 288 | +15 | 26.32% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 69 | 33 | 0.0% | 0.0% | 289 | +49 | 245.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 67 | 32 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 50 | 24 | 0.0% | 0.01% | 292 | -34 | -40.48% | Q1 2026 | May 15, 2026 |
| Mountain Hill Investment Partners Corp. | History | Reduced | 50 | 24 | 0.01% | 0.03% | 293 | -15 | -23.08% | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | No change | 51 | 24 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 41 | 19 | 0.0% | 0.0% | 295 | -19 | -31.67% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 40 | 19 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 38 | 18 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 37 | 17 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Reduced | 34 | 16 | 0.0% | 0.0% | 299 | -9 | -20.93% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 35 | 16 | 0.0% | 0.0% | 298 | -4 | -10.26% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 32 | 15 | 0.0% | 0.0% | 300 | -59 | -64.84% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 31 | 15 | 0.0% | 0.0% | 301 | -5 | -13.89% | Q1 2026 | Apr 24, 2026 |
| Bank of New Hampshire | History | New | 30 | 14 | 0.0% | — | 302 | +30 | New | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 28 | 13 | 0.0% | 0.0% | 303 | +24 | 600.0% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 27 | 13 | 0.0% | 0.0% | 304 | +22 | 440.0% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 19 | 9 | 0.0% | 0.0% | 305 | +8 | 72.73% | Q1 2026 | Apr 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 19 | 9 | 0.0% | 0.0% | 306 | +5 | 35.71% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 16 | 7 | 0.0% | — | 310 | +16 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 15 | 7 | 0.0% | 0.0% | 307 | +7 | 87.5% | Q1 2026 | May 07, 2026 |
| LRI Investments, LLC | History | Added to | 16 | 7 | 0.0% | 0.0% | 309 | +3 | 23.08% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 16 | 7 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 14 | 6 | 0.0% | 0.0% | 311 | +8 | 133.33% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 11 | 5 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 11 | 5 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 7 | 3 | 0.0% | 0.0% | 316 | +3 | 75.0% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 8 | 3 | 0.0% | 0.0% | 314 | +1 | 14.29% | Q1 2026 | Apr 13, 2026 |
| Torren Management, LLC | History | Reduced | 8 | 3 | 0.0% | 0.0% | 317 | -1 | -11.11% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8 | 3 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | New | 6 | 2 | 0.0% | — | 321 | +6 | New | Q1 2026 | Apr 29, 2026 |
| JPL Wealth Management, LLC | History | New | 5 | 2 | 0.0% | — | 322 | +5 | New | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 5 | 2 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5 | 2 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 5 | 2 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4 | 1 | 0.0% | 0.0% | 325 | -2 | -33.33% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3 | 1 | 0.0% | — | 329 | +2 | 200.0% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | Added to | 3 | 1 | 0.0% | — | 331 | +2 | 200.0% | Q1 2026 | May 21, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 3 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| High Note Wealth, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Junto Capital Management LP | History | Closed out | 0 | 0 | — | 1.03% | — | -78,857 | -100.0% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Closed out | 0 | 0 | — | 0.06% | — | -37,078 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,943 | -100.0% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.03% | — | -12,355 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Intrinsic Edge Capital Management LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -11,000 | -100.0% | Q1 2026 | May 18, 2026 |
| EMG Holdings, L.P. | History | Closed out | 0 | 0 | — | 2.2% | — | -5,043 | -100.0% | Q1 2026 | May 19, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,755 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,516 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,292 | -100.0% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,197 | -100.0% | Q1 2026 | May 14, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -1,170 | -100.0% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,107 | -100.0% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,035 | -100.0% | Q1 2026 | May 14, 2026 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -940 | -100.0% | Q1 2026 | May 07, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -914 | -100.0% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -839 | -100.0% | Q1 2026 | May 08, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.0% | — | -775 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -764 | -100.0% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -754 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Zhang Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -738 | -100.0% | Q1 2026 | May 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -664 | -100.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -658 | -100.0% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -478 | -100.0% | Q1 2026 | May 13, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -453 | -100.0% | Q1 2026 | May 12, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.1% | — | -445 | -100.0% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -428 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -408 | -100.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Occidental Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -397 | -100.0% | Q1 2026 | Apr 15, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -391 | -100.0% | Q1 2026 | May 13, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -378 | -100.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | May 18, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -355 | -100.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -350 | -100.0% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -305 | -100.0% | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | May 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -78 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | Reduced | 2 | 0 | — | 0.0% | — | -8 | -80.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2 | 0 | — | 0.0% | — | -4 | -66.67% | Q1 2026 | Apr 27, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 13, 2026 |
| Quarry LP | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 12, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2 | -100.0% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 1 | 0 | — | 0.0% | — | -1 | -50.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 2 | 0 | — | 0.0% | — | -1 | -33.33% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -1 | -33.33% | Q1 2026 | May 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -1 | -50.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 01, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ankerstar Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |