CVR ENERGY INC - CVI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ICAHN CARL C | History | Added to | 71,201,875 | 2,395,943 | 28.01% | 21.21% | 1 | +783,404 | 1.11% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 4,791,822 | 161,244 | 0.0% | 0.0% | 2 | +92,229 | 1.96% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,705,809 | 94,275 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,185,827 | 73,553 | 0.0% | — | 4 | +2,185,827 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 1,939,669 | 65,269 | 0.0% | 0.0% | 5 | +159,968 | 8.99% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,908,062 | 64,220 | 0.01% | 0.01% | 6 | +265,013 | 16.13% | Q1 2026 | May 07, 2026 |
| CastleKnight Management LP | History | New | 1,448,431 | 48,739 | 0.81% | — | 7 | +1,448,431 | New | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,345,659 | 45,281 | 0.0% | — | 8 | +1,345,659 | New | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 992,518 | 33,398 | 0.04% | 0.02% | 9 | +335,770 | 51.13% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 877,011 | 29,511 | 0.0% | 0.0% | 10 | +125,198 | 16.65% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 812,291 | 27,333 | 0.0% | 0.0% | 11 | -23,317 | -2.79% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 769,495 | 25,893 | 0.0% | 0.0% | 12 | -67,120 | -8.02% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 730,377 | 24,583 | 0.0% | 0.0% | 13 | +18,461 | 2.59% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 681,049 | 22,917 | 0.0% | 0.0% | 14 | +582,925 | 594.07% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 634,274 | 21,343 | 0.0% | 0.0% | 15 | -80,154 | -11.22% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 562,390 | 18,924 | 0.0% | 0.0% | 16 | -249,661 | -30.74% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 540,505 | 18,187 | 0.0% | 0.0% | 17 | +11,996 | 2.27% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 506,912 | 17,057 | 0.01% | 0.03% | 18 | -407,360 | -44.56% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 499,701 | 16,814 | 0.02% | 0.01% | 19 | +219,168 | 78.13% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 472,440 | 15,897 | 0.01% | 0.0% | 20 | +87,293 | 22.66% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 434,138 | 14,608 | 0.03% | 0.02% | 21 | -90,076 | -17.18% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 367,093 | 12,352 | 0.12% | 0.04% | 22 | +151,733 | 70.46% | Q1 2026 | May 04, 2026 |
| PDT Partners, LLC | History | Added to | 366,677 | 12,338 | 0.73% | 0.33% | 23 | +168,586 | 85.11% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 365,745 | 12,307 | 0.0% | 0.0% | 24 | +211,199 | 136.66% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 353,737 | 11,903 | 0.0% | 0.0% | 25 | -496,305 | -58.39% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 326,799 | 10,996 | 0.0% | 0.0% | 26 | +7,228 | 2.26% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 316,650 | 10,655 | 0.03% | 0.03% | 27 | -49,140 | -13.43% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 296,565 | 9,979 | 0.13% | 0.02% | 28 | +219,604 | 285.34% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 290,455 | 9,773 | 0.04% | 0.13% | 29 | -991,462 | -77.34% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 282,333 | 9,500 | 0.01% | 0.05% | 30 | -884,851 | -75.81% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 267,442 | 8,999 | 0.0% | 0.0% | 31 | +182,805 | 215.99% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 265,234 | 8,925 | 0.0% | 0.0% | 32 | +246,407 | 1308.8% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 263,448 | 8,865 | 0.01% | 0.0% | 33 | +229,998 | 687.59% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 242,764 | 8,169 | 0.01% | 0.01% | 34 | -33,096 | -12.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 240,225 | 8,083 | 0.0% | 0.0% | 35 | -323,326 | -57.37% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 314,000 | 7,988 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 225,296 | 7,581 | 0.0% | 0.0% | 37 | -93,227 | -29.27% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 211,844 | 7,128 | 0.0% | — | 38 | +211,844 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 193,113 | 6,498 | 0.0% | 0.01% | 39 | -421,652 | -68.59% | Q1 2026 | May 12, 2026 |
| Soviero Asset Management, LP | History | New | 187,898 | 6,322 | 3.16% | — | 40 | +187,898 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 184,781 | 6,217 | 0.0% | 0.0% | 41 | -9,543 | -4.91% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 173,300 | 5,831 | 0.0% | 0.0% | 42 | +114,900 | 196.75% | Q1 2026 | May 05, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 172,000 | 5,787 | 1.34% | 0.91% | 43 | +7,000 | 4.24% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 161,550 | 5,436 | 0.02% | 0.01% | 44 | -8,174 | -4.82% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 152,313 | 5,125 | 0.0% | 0.0% | 45 | -1,435 | -0.93% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 147,522 | 4,964 | 0.0% | 0.0% | 46 | +3,217 | 2.23% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 141,056 | 4,928 | 0.0% | 0.0% | 47 | -215,831 | -60.48% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 140,136 | 4,715 | 0.01% | 0.0% | 48 | +123,012 | 718.36% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 138,273 | 4,652 | 0.0% | — | 49 | +138,273 | New | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 125,674 | 4,228 | 0.01% | 0.0% | 50 | +78,746 | 167.8% | Q1 2026 | May 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | New | 119,962 | 4,036 | 0.15% | — | 51 | +119,962 | New | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 118,684 | 3,993 | 0.0% | 0.0% | 52 | +4,917 | 4.32% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 111,976 | 3,767 | 0.0% | 0.01% | 53 | -266,030 | -70.38% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | New | 107,752 | 3,625 | 0.01% | — | 54 | +107,752 | New | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | New | 105,925 | 3,564 | 0.0% | — | 55 | +105,925 | New | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 105,684 | 3,556 | 0.01% | 0.02% | 56 | -364,204 | -77.51% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 101,163 | 3,404 | 0.01% | 0.0% | 57 | +88,977 | 730.16% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 95,517 | 3,214 | 0.0% | 0.0% | 58 | +555 | 0.58% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Added to | 93,250 | 3,137 | 0.02% | 0.01% | 59 | +31,762 | 51.66% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 92,231 | 3,103 | 0.03% | — | 60 | +92,231 | New | Q1 2026 | May 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 90,726 | 3,052 | 0.02% | 0.01% | 61 | +12,950 | 16.65% | Q1 2026 | Apr 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 85,000 | 2,860 | 0.0% | 0.0% | 62 | -60,153 | -41.44% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 81,545 | 2,743 | 0.0% | 0.0% | 63 | -15,641 | -16.09% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 74,740 | 2,515 | 0.25% | — | 64 | +74,740 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 72,968 | 2,455 | 0.0% | 0.0% | 65 | -8,564 | -10.5% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | No change | 69,400 | 2,335 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Neo Ivy Capital Management | History | Reduced | 68,724 | 2,312 | 0.61% | 0.63% | 67 | -88,235 | -56.22% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 66,019 | 2,299 | 0.0% | 0.0% | 68 | +45,408 | 220.31% | Q1 2026 | May 15, 2026 |
| Polaris Capital Management, LLC | History | No change | 67,000 | 2,254 | 0.18% | 0.14% | 69 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Voleon Capital Management LP | History | Reduced | 66,837 | 2,249 | 0.05% | 0.11% | 70 | -139,200 | -67.56% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Reduced | 65,424 | 2,201 | 0.02% | 0.05% | 71 | -116,450 | -64.03% | Q1 2026 | May 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 62,425 | 2,100 | 0.01% | 0.0% | 72 | +11,186 | 21.83% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 60,575 | 2,038 | 0.08% | — | 73 | +60,575 | New | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 57,582 | 1,937 | 0.02% | 0.0% | 74 | +50,025 | 661.97% | Q1 2026 | May 04, 2026 |
| PEAK6 LLC | History | Reduced | 53,900 | 1,813 | 0.0% | 0.0% | 75 | -15,000 | -21.77% | Q1 2026 | May 13, 2026 |
| Holocene Advisors, LP | History | New | 51,678 | 1,738 | 0.0% | — | 76 | +51,678 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 50,442 | 1,697 | 0.0% | 0.0% | 77 | -1,211 | -2.34% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Added to | 50,230 | 1,690 | 0.0% | 0.0% | 78 | +41,382 | 467.7% | Q1 2026 | May 08, 2026 |
| NOMURA HOLDINGS INC | History | New | 50,000 | 1,682 | 0.0% | — | 79 | +50,000 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 45,446 | 1,529 | 0.01% | 0.01% | 80 | +14,624 | 47.45% | Q1 2026 | May 14, 2026 |
| Fieldview Capital Management, LLC | History | New | 43,530 | 1,464 | 0.43% | — | 81 | +43,530 | New | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 41,300 | 1,389 | 0.0% | 0.0% | 82 | +2,700 | 6.99% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 38,701 | 1,302 | 0.0% | 0.0% | 83 | +14,400 | 59.26% | Q1 2026 | May 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 37,312 | 1,255 | 0.02% | 0.01% | 84 | +1,196 | 3.31% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | New | 37,090 | 1,248 | 0.01% | — | 85 | +37,090 | New | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | New | 35,988 | 1,210 | 0.01% | — | 86 | +35,988 | New | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 35,865 | 1,206 | 0.04% | 0.01% | 87 | +21,106 | 143.0% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 34,020 | 1,144 | 0.02% | 0.02% | 88 | -10,070 | -22.84% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 44,793 | 1,139 | 0.0% | 0.0% | 89 | -11,770 | -20.81% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 33,547 | 1,128 | 0.0% | 0.0% | 90 | -230 | -0.68% | Q1 2026 | May 15, 2026 |
| ION Fund Management Ltd | History | No change | 33,385 | 1,123 | 0.16% | 0.1% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 32,900 | 1,108 | 0.0% | 0.0% | 92 | +6,762 | 25.87% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 32,541 | 1,095 | 0.0% | — | 93 | +32,541 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 31,493 | 1,059 | 0.0% | 0.0% | 94 | +2,440 | 8.4% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | Added to | 30,727 | 1,033 | 0.01% | 0.01% | 95 | +20,408 | 197.77% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 30,109 | 1,015 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HBK INVESTMENTS L P | History | New | 30,000 | 1,009 | 0.01% | — | 97 | +30,000 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 27,902 | 938 | 0.0% | — | 98 | +27,902 | New | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 27,713 | 932 | 0.01% | 0.02% | 99 | -32,539 | -54.0% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 25,719 | 865 | 0.0% | — | 100 | +25,719 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 23,940 | 805 | 0.0% | 0.0% | 101 | +10,312 | 75.67% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 22,064 | 742 | 0.0% | 0.0% | 102 | -6,784 | -23.52% | Q1 2026 | Apr 16, 2026 |
| FRANKLIN RESOURCES INC | History | New | 21,842 | 734 | 0.0% | — | 103 | +21,842 | New | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | New | 21,689 | 729 | 0.09% | — | 104 | +21,689 | New | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | Added to | 21,171 | 712 | 0.0% | 0.01% | 105 | +2,772 | 15.07% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 20,900 | 703 | 0.0% | 0.0% | 106 | -3,174 | -13.18% | Q1 2026 | May 14, 2026 |
| Amundi | History | Added to | 20,381 | 685 | 0.0% | 0.0% | 107 | +4,213 | 26.06% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,231 | 681 | 0.0% | 0.0% | 108 | +6,586 | 48.27% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,131 | 677 | 0.0% | 0.0% | 109 | -593 | -2.86% | Q1 2026 | May 01, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 18,875 | 635 | 0.0% | — | 110 | +18,875 | New | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | New | 18,853 | 634 | 0.03% | — | 111 | +18,853 | New | Q1 2026 | May 14, 2026 |
| Fulcrum Asset Management LLP | History | New | 17,692 | 618 | 0.09% | — | 112 | +17,692 | New | Q1 2026 | May 14, 2026 |
| SIG BROKERAGE, LP | History | New | 17,816 | 599 | 0.02% | — | 113 | +17,816 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 17,490 | 588 | 0.0% | 0.0% | 114 | -253 | -1.43% | Q1 2026 | May 14, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 16,517 | 555 | 0.08% | — | 115 | +16,517 | New | Q1 2026 | Apr 27, 2026 |
| Camelot Portfolios, LLC | History | No change | 15,888 | 534 | 0.39% | 0.25% | 116 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 15,790 | 531 | 0.0% | 0.0% | 117 | +1,825 | 13.07% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 15,762 | 530 | 0.0% | 0.0% | 118 | -236 | -1.48% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 15,425 | 519 | 0.01% | 0.09% | 119 | -122,735 | -88.84% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 15,241 | 512 | 0.0% | 0.0% | 120 | -22,566 | -59.69% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 14,967 | 503 | 0.01% | 0.0% | 121 | -389 | -2.53% | Q1 2026 | Apr 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 14,504 | 488 | 0.0% | 0.0% | 122 | +112 | 0.78% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 14,087 | 474 | 0.0% | 0.0% | 123 | -40,660 | -74.27% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 13,585 | 457 | 0.04% | 0.03% | 124 | -403 | -2.88% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,554 | 456 | 0.0% | 0.0% | 125 | +160 | 1.19% | Q1 2026 | Jun 02, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,400 | 450 | 0.01% | 0.01% | 127 | -400 | -2.9% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,400 | 450 | 0.0% | 0.0% | 126 | -387 | -2.81% | Q1 2026 | Apr 27, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 13,336 | 448 | 0.01% | 0.01% | 128 | -51 | -0.38% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,150 | 442 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 13,043 | 438 | 0.01% | 0.01% | 130 | -4,698 | -26.48% | Q1 2026 | May 05, 2026 |
| AlphaQuest LLC | History | No change | 16,562 | 421 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,962 | 402 | 0.0% | — | 132 | +11,962 | New | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,420 | 393 | 0.0% | 0.0% | 134 | +2,790 | 28.97% | Q1 2026 | Apr 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 11,666 | 393 | 0.0% | 0.0% | 133 | +1,354 | 13.13% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,594 | 390 | 0.01% | 0.01% | 135 | +1,126 | 10.76% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,000 | 370 | 0.0% | 0.0% | 136 | +1,300 | 13.4% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 10,750 | 361 | 0.0% | 0.0% | 137 | -4,200 | -28.09% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,568 | 355 | 0.0% | 0.0% | 138 | -1,476 | -12.26% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | Reduced | 10,000 | 336 | 0.02% | 0.02% | 139 | -10,000 | -50.0% | Q1 2026 | May 18, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 9,724 | 327 | 0.01% | 0.0% | 140 | +1,180 | 13.81% | Q1 2026 | Apr 15, 2026 |
| Arizona State Retirement System | History | Reduced | 9,668 | 325 | 0.0% | 0.0% | 141 | -91 | -0.93% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,291 | 312 | 0.0% | — | 142 | +9,291 | New | Q1 2026 | May 08, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 9,151 | 307 | 0.0% | 0.0% | 143 | -7,416 | -44.76% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,707 | 293 | 0.0% | 0.0% | 144 | -80 | -0.91% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,557 | 287 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 8,146 | 274 | 0.0% | — | 146 | +8,146 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | New | 8,036 | 270 | 0.0% | — | 147 | +8,036 | New | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | New | 8,032 | 270 | 0.0% | — | 148 | +8,032 | New | Q1 2026 | Apr 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,780 | 261 | 0.0% | 0.01% | 149 | -36,777 | -82.54% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 7,683 | 258 | 0.0% | 0.0% | 150 | -778 | -9.2% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 7,458 | 250 | 0.0% | — | 151 | +7,458 | New | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,035 | 236 | 0.0% | 0.0% | 152 | +6,931 | 6664.42% | Q1 2026 | May 01, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,902 | 232 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 6,818 | 229 | 0.0% | 0.0% | 154 | -1,120 | -14.11% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6,693 | 225 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,980 | 201 | 0.0% | 0.0% | 156 | -3,459 | -36.65% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,635 | 189 | 0.0% | 0.01% | 157 | -176,322 | -96.9% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,568 | 187 | 0.0% | 0.0% | 158 | +5,143 | 1210.12% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,056 | 170 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 6,573 | 167 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,589 | 154 | 0.0% | 0.0% | 161 | +3,745 | 443.72% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 4,497 | 151 | 0.03% | 0.04% | 162 | -2,291 | -33.75% | Q1 2026 | May 11, 2026 |
| Freestone Grove Partners LP | History | New | 3,763 | 126 | 0.0% | — | 163 | +3,763 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,852 | 95 | 0.0% | 0.0% | 164 | +2,131 | 295.56% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,585 | 86 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Added to | 2,468 | 83 | 0.01% | 0.0% | 166 | +2,296 | 1334.88% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,331 | 78 | 0.01% | 0.0% | 167 | +1,353 | 138.34% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,329 | 78 | 0.0% | 0.0% | 168 | -271 | -10.42% | Q1 2026 | Apr 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,733 | 58 | 0.0% | 0.0% | 169 | -9 | -0.52% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,521 | 51 | 0.0% | 0.0% | 170 | +512 | 50.74% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 1,371 | 46 | 0.0% | — | 171 | +1,371 | New | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,300 | 43 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,142 | 38 | 0.0% | 0.0% | 173 | +388 | 51.46% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,102 | 37 | 0.0% | 0.0% | 174 | +339 | 44.43% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 897 | 30 | 0.0% | 0.0% | 175 | +322 | 56.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 878 | 29 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROGCO, LP | History | No change | 850 | 28 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 760 | 24 | 0.0% | 0.0% | 178 | +213 | 38.94% | Q1 2026 | Apr 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 556 | 19 | 0.0% | 0.0% | 179 | +137 | 32.7% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 525 | 17 | 0.0% | 0.0% | 180 | -15 | -2.78% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 407 | 13 | 0.0% | 0.0% | 181 | -51 | -11.14% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 374 | 11 | 0.0% | 0.0% | 183 | +182 | 94.79% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | No change | 325 | 11 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 380 | 11 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Added to | 325 | 10 | 0.0% | 0.0% | 185 | +121 | 59.31% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Reduced | 306 | 10 | 0.0% | 0.0% | 186 | -25 | -7.55% | Q1 2026 | May 21, 2026 |
| Rossby Financial, LCC | History | New | 300 | 9 | 0.0% | — | 188 | +300 | New | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 281 | 9 | 0.0% | 0.0% | 187 | -12 | -4.1% | Q1 2026 | Apr 13, 2026 |
| CNB Bank | History | No change | 250 | 8 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 193 | 6 | 0.0% | 0.0% | 191 | +110 | 132.53% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 190 | 6 | 0.0% | 0.0% | 192 | +51 | 36.69% | Q1 2026 | Jun 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 201 | 6 | 0.0% | 0.0% | 190 | -5 | -2.43% | Q1 2026 | Apr 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 192 | 6 | 0.01% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 175 | 5 | 0.0% | — | 194 | +150 | 600.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 128 | 4 | 0.0% | — | 197 | +128 | New | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 141 | 4 | 0.0% | 0.0% | 195 | +94 | 200.0% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 139 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 95 | 3 | 0.0% | 0.0% | 198 | -91 | -48.92% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 63 | 2 | 0.0% | — | 204 | +55 | 687.5% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 82 | 2 | 0.0% | 0.0% | 200 | +39 | 90.7% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 84 | 2 | 0.0% | 0.0% | 199 | -31 | -26.96% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 81 | 2 | 0.0% | 0.0% | 201 | +16 | 24.62% | Q1 2026 | May 07, 2026 |
| Marquette Asset Management, LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 35 | 1 | 0.0% | 0.0% | 206 | -907 | -96.28% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 55 | 1 | 0.0% | — | 208 | +55 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 53 | 1 | 0.0% | — | 209 | +53 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 53 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 30 | 1 | 0.0% | — | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -230,914 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -220,134 | -100.0% | Q1 2026 | May 15, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 1.07% | — | -199,200 | -100.0% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.19% | — | -105,128 | -100.0% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -102,498 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -81,161 | -100.0% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -78,039 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -75,250 | -100.0% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -72,132 | -100.0% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -68,640 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -58,673 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -55,771 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.11% | — | -51,991 | -100.0% | Q1 2026 | May 08, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -51,317 | -100.0% | Q1 2026 | May 18, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.26% | — | -42,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Kennondale Capital Management LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -36,235 | -100.0% | Q1 2026 | May 11, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,729 | -100.0% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.21% | — | -21,144 | -100.0% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -20,800 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -18,309 | -100.0% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,139 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.17% | — | -16,939 | -100.0% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,796 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,615 | -100.0% | Q1 2026 | Apr 30, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,259 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,692 | -100.0% | Q1 2026 | May 07, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -9,437 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.17% | — | -9,055 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,380 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,914 | -100.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -7,452 | -100.0% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,143 | -100.0% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,054 | -100.0% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,854 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,854 | -100.0% | Q1 2026 | May 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,580 | -100.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Reduced | 20 | 0 | — | 0.01% | — | -828 | -97.64% | Q1 2026 | Apr 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -775 | -100.0% | Q1 2026 | May 11, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -217 | -98.19% | Q1 2026 | Apr 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -26 | -92.86% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13 | 0 | — | — | — | -16 | -55.17% | Q1 2026 | Apr 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 6 | 0 | — | — | — | -6 | -50.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | Apr 20, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TD Capital Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Covestor Ltd | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bare Financial Services, Inc | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |