DIAGEO PLC - DEO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 6,985,054 | 520,037 | 0.03% | 0.03% | 1 | +281,414 | 4.2% | Q1 2026 | May 15, 2026 |
| Orbis Allan Gray Ltd | History | Added to | 3,700,094 | 275,471 | 1.16% | 0.63% | 2 | +1,962,748 | 112.97% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,913,707 | 216,925 | 0.02% | 0.02% | 3 | +103,531 | 3.68% | Q1 2026 | May 15, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 1,468,228 | 109,309 | 2.14% | 1.98% | 4 | +330,838 | 29.09% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,446,618 | 107,700 | 0.04% | 0.06% | 5 | -726,429 | -33.43% | Q1 2026 | May 13, 2026 |
| MARKEL GROUP INC. | History | Added to | 1,372,208 | 102,160 | 0.86% | 0.94% | 6 | +500 | 0.04% | Q1 2026 | May 01, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,372,808 | 102,123 | 0.02% | 0.02% | 7 | +477,999 | 53.42% | Q1 2026 | May 07, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 1,353,434 | 100,763 | 1.56% | 1.42% | 8 | +255,114 | 23.23% | Q1 2026 | Apr 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,349,055 | 100,024 | 0.02% | 0.0% | 9 | +1,291,002 | 2223.83% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,150,974 | 85,689 | 0.01% | 0.0% | 10 | +708,824 | 160.31% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,011,736 | 75,323 | 0.02% | 0.03% | 11 | -124,322 | -10.94% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 981,820 | 73,096 | 0.0% | 0.01% | 12 | -965,425 | -49.58% | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Added to | 964,223 | 71,786 | 0.74% | 0.61% | 13 | +314,012 | 48.29% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 872,412 | 64,951 | 0.01% | 0.02% | 14 | -296,363 | -25.36% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | Added to | 810,082 | 60,310 | 0.02% | 0.02% | 15 | +291,821 | 56.31% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 803,669 | 59,833 | 0.01% | 0.01% | 16 | -93,126 | -10.38% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 788,172 | 58,679 | 0.02% | 0.03% | 17 | -342,959 | -30.32% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 675,150 | 50,264 | 0.01% | 0.01% | 18 | -25,374 | -3.62% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 666,314 | 49,607 | 0.61% | 0.58% | 19 | +181,026 | 37.3% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Added to | 659,821 | 49,123 | 0.33% | 0.33% | 20 | +89,771 | 15.75% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 635,980 | 47,348 | 0.01% | 0.0% | 21 | +283,299 | 80.33% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 637,569 | 46,829 | 0.0% | 0.01% | 22 | -444,342 | -41.07% | Q1 2026 | May 13, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 540,879 | 46,763 | 0.31% | 0.31% | 23 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 585,206 | 43,568 | 0.01% | 0.01% | 24 | -12,556 | -2.1% | Q1 2026 | May 14, 2026 |
| Clearbridge Investments, LLC | History | Added to | 582,901 | 42,965 | 0.04% | 0.04% | 25 | +25,903 | 4.65% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 564,486 | 42,025 | 0.01% | 0.0% | 26 | +375,103 | 198.07% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 561,771 | 41,823 | 0.02% | 0.03% | 27 | -123,339 | -18.0% | Q1 2026 | May 12, 2026 |
| Aristotle Capital Management, LLC | History | Added to | 513,419 | 38,226 | 0.08% | 0.08% | 28 | +36,068 | 7.56% | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 506,836 | 37,733 | 5.01% | 4.53% | 29 | -53,547 | -9.56% | Q1 2026 | May 04, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 501,973 | 37,373 | 0.26% | 0.2% | 30 | +200,377 | 66.44% | Q1 2026 | May 15, 2026 |
| Altshuler Shaham Ltd | History | New | 500,000 | 37,225 | 0.67% | — | 31 | +500,000 | New | Q1 2026 | May 18, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 493,349 | 36,729 | 1.7% | 1.66% | 32 | +63,336 | 14.73% | Q1 2026 | May 12, 2026 |
| Douglas Lane & Associates, LLC | History | Added to | 486,902 | 36,249 | 0.52% | 0.53% | 33 | +37,578 | 8.36% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Added to | 468,154 | 34,854 | 0.01% | 0.01% | 34 | +53,596 | 12.93% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 463,572 | 34,512 | 0.02% | 0.03% | 35 | +49,504 | 11.96% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 434,027 | 32,312 | 0.12% | 0.1% | 36 | +118,418 | 37.52% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 411,907 | 30,666 | 0.01% | 0.01% | 37 | +101,063 | 32.51% | Q1 2026 | May 06, 2026 |
| Saratoga Research & Investment Management | History | Added to | 378,141 | 28,152 | 1.6% | 1.23% | 38 | +107,083 | 39.51% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Reduced | 358,475 | 26,688 | 0.01% | 0.02% | 39 | -201,214 | -35.95% | Q1 2026 | May 11, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 342,807 | 25,521 | 0.73% | 0.81% | 40 | +19,927 | 6.17% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 339,638 | 25,310 | 0.03% | — | 41 | +339,638 | New | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 304,622 | 22,679 | 0.06% | 0.07% | 42 | +12,497 | 4.28% | Q1 2026 | May 15, 2026 |
| BROOKFIELD Corp /ON/ | History | New | 299,180 | 22,273 | 0.03% | — | 43 | +299,180 | New | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 297,137 | 22,175 | 0.01% | 0.01% | 44 | -9,964 | -3.24% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 296,895 | 22,103 | 0.06% | 0.06% | 45 | +88,282 | 42.32% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 294,011 | 21,889 | 0.02% | 0.02% | 46 | +78,191 | 36.23% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 284,374 | 21,171 | 0.34% | 0.19% | 47 | +188,360 | 196.18% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 277,510 | 20,661 | 0.02% | 0.02% | 48 | -11,558 | -4.0% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 265,170 | 19,741 | 0.01% | 0.01% | 49 | +43,652 | 19.71% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Added to | 264,382 | 19,683 | 0.04% | 0.04% | 50 | +10,078 | 3.96% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 253,648 | 18,884 | 0.01% | 0.01% | 51 | +89,748 | 54.76% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 250,642 | 18,660 | 0.0% | 0.0% | 52 | -61,321 | -19.66% | Q1 2026 | May 13, 2026 |
| Monaco Asset Management SAM | History | Added to | 248,674 | 18,513 | 3.41% | 2.61% | 53 | +74,174 | 42.51% | Q1 2026 | May 11, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 246,957 | 18,385 | 0.1% | 0.11% | 54 | -513 | -0.21% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 212,701 | 18,349 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Added to | 240,164 | 17,880 | 2.01% | 1.22% | 56 | +134,337 | 126.94% | Q1 2026 | Apr 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 236,912 | 17,638 | 0.01% | 0.01% | 57 | +75,317 | 46.61% | Q1 2026 | May 15, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 226,232 | 16,842 | 0.95% | 1.21% | 58 | -21,329 | -8.62% | Q1 2026 | May 07, 2026 |
| Point72 Asset Management, L.P. | History | New | 213,403 | 15,887 | 0.02% | — | 59 | +213,403 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 212,772 | 15,840 | 0.41% | 0.36% | 60 | +42,719 | 25.12% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 209,615 | 15,605 | 0.08% | 0.03% | 61 | +153,503 | 273.57% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 199,420 | 14,846 | 0.17% | 0.16% | 62 | +46,188 | 30.14% | Q1 2026 | Apr 23, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 186,176 | 13,860 | 0.14% | 0.14% | 63 | +17,241 | 10.21% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 182,390 | 13,578 | 0.02% | 0.03% | 64 | +6,165 | 3.5% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 179,977 | 13,399 | 0.0% | 0.01% | 65 | -267,605 | -59.79% | Q1 2026 | May 06, 2026 |
| Townsend & Associates, Inc | History | Added to | 162,436 | 12,986 | 1.12% | 1.22% | 66 | +9,121 | 5.95% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 172,333 | 12,830 | 0.03% | 0.03% | 67 | +8,287 | 5.05% | Q1 2026 | Apr 22, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 169,084 | 12,588 | 0.87% | 0.93% | 68 | +21,446 | 14.53% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 165,441 | 12,315 | 0.01% | 0.01% | 69 | +18,107 | 12.29% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 160,477 | 11,947 | 0.0% | 0.0% | 70 | +13,928 | 9.5% | Q1 2026 | May 05, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 159,194 | 11,852 | 0.02% | 0.02% | 71 | +34,822 | 28.0% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 158,006 | 11,763 | 0.02% | 0.02% | 72 | -10,662 | -6.32% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 157,292 | 11,710 | 0.05% | 0.03% | 73 | +51,136 | 48.17% | Q1 2026 | May 15, 2026 |
| SKBA CAPITAL MANAGEMENT LLC | History | Added to | 155,520 | 11,578 | 1.59% | 1.87% | 74 | +2,850 | 1.87% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 152,608 | 11,361 | 0.05% | 0.05% | 75 | +423 | 0.28% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 145,146 | 10,806 | 0.01% | 0.01% | 76 | -71,764 | -33.08% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 143,239 | 10,664 | 0.07% | 0.05% | 77 | +45,786 | 46.98% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 135,081 | 10,056 | 0.03% | 0.02% | 78 | +23,161 | 20.69% | Q1 2026 | May 14, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 126,211 | 9,396 | 0.75% | 0.9% | 79 | -3,597 | -2.77% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Reduced | 124,193 | 9,246 | 0.02% | 0.05% | 80 | -134,858 | -52.06% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 115,034 | 8,564 | 0.01% | — | 81 | +115,034 | New | Q1 2026 | May 14, 2026 |
| LINCLUDEN MANAGEMENT LTD | History | Added to | 114,963 | 8,558 | 0.91% | 0.73% | 82 | +15,257 | 15.3% | Q1 2026 | May 13, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 113,421 | 8,444 | 1.21% | 1.25% | 83 | +19,912 | 21.29% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 111,651 | 8,312 | 0.03% | 0.03% | 84 | +20,361 | 22.3% | Q1 2026 | May 11, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 111,522 | 8,302 | 0.02% | 0.03% | 85 | -12,726 | -10.24% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 109,459 | 8,149 | 0.01% | 0.02% | 86 | -37,012 | -25.27% | Q1 2026 | Apr 27, 2026 |
| Squarepoint Ops LLC | History | Reduced | 108,381 | 8,068 | 0.01% | 0.01% | 87 | -33,123 | -23.41% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 106,325 | 7,915 | 0.01% | 0.0% | 88 | +34,744 | 48.54% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 102,176 | 7,607 | 0.01% | 0.02% | 89 | -5,724 | -5.3% | Q1 2026 | May 15, 2026 |
| Poehling Capital Management, INC. | History | Added to | 97,075 | 7,227 | 1.52% | 1.67% | 90 | +2,577 | 2.73% | Q1 2026 | Apr 21, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 95,352 | 7,098 | 0.99% | 0.76% | 91 | +30,591 | 47.24% | Q1 2026 | Apr 20, 2026 |
| Walleye Capital LLC | History | Reduced | 92,956 | 6,920 | 0.03% | 0.03% | 92 | -14,797 | -13.73% | Q1 2026 | May 13, 2026 |
| Great Hill Capital LLC | History | Added to | 92,092 | 6,856 | 0.45% | 0.6% | 93 | +22,632 | 32.58% | Q1 2026 | Apr 29, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 83,405 | 6,209 | 0.71% | 0.61% | 94 | +21,913 | 35.64% | Q1 2026 | Apr 28, 2026 |
| Moran Wealth Management, LLC | History | Added to | 83,339 | 6,204 | 0.19% | 0.14% | 95 | +31,394 | 60.44% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 82,611 | 6,119 | 0.0% | 0.0% | 96 | +48,468 | 141.96% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 78,400 | 5,836 | 0.03% | 0.02% | 97 | -21,900 | -21.83% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | New | 78,272 | 5,827 | 0.01% | — | 98 | +78,272 | New | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 75,719 | 5,627 | 0.01% | 0.01% | 99 | +3,212 | 4.43% | Q1 2026 | May 15, 2026 |
| Addenda Capital Inc. | History | No change | 73,000 | 5,434 | 0.15% | 0.18% | 100 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Eldred Rock Partners, LLC | History | Reduced | 72,709 | 5,413 | 1.38% | 1.64% | 101 | -687 | -0.94% | Q1 2026 | Apr 08, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 71,233 | 5,303 | 0.41% | 0.4% | 102 | +6,672 | 10.33% | Q1 2026 | Apr 28, 2026 |
| Tidal Investments LLC | History | New | 71,639 | 5,261 | 0.01% | — | 103 | +71,639 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 66,996 | 4,987 | 0.0% | 0.0% | 104 | +11,775 | 21.32% | Q1 2026 | May 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 65,510 | 4,877 | 0.21% | 0.15% | 105 | +24,219 | 58.65% | Q1 2026 | May 08, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 64,860 | 4,828 | 0.14% | 0.23% | 106 | -29,570 | -31.31% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 63,767 | 4,747 | 0.0% | 0.0% | 107 | +48,487 | 317.32% | Q1 2026 | May 14, 2026 |
| Erste Asset Management GmbH | History | No change | 62,637 | 4,664 | 0.04% | 0.05% | 108 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 61,623 | 4,587 | 0.01% | 0.01% | 109 | -24,687 | -28.6% | Q1 2026 | Apr 27, 2026 |
| Virtu Financial LLC | History | Added to | 58,616 | 4,364 | 0.18% | 0.15% | 110 | +12,530 | 27.19% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 58,593 | 4,362 | 0.08% | 0.16% | 111 | -10,347 | -15.01% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 58,063 | 4,323 | 0.07% | 0.06% | 112 | +10,177 | 21.25% | Q1 2026 | May 01, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 57,944 | 4,313 | 0.01% | — | 113 | +57,944 | New | Q1 2026 | May 15, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Added to | 57,500 | 4,280 | 1.01% | 1.11% | 114 | +1,500 | 2.68% | Q1 2026 | May 07, 2026 |
| DRW Securities, LLC | History | Reduced | 57,108 | 4,251 | 0.06% | 0.26% | 115 | -55,971 | -49.5% | Q1 2026 | May 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 56,902 | 4,236 | 0.12% | 0.15% | 116 | -2,526 | -4.25% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 56,175 | 4,182 | 0.0% | 0.01% | 117 | -122,823 | -68.62% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 54,951 | 4,091 | 0.03% | 0.03% | 118 | -18,261 | -24.94% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 89,498 | 4,078 | 0.01% | 0.01% | 119 | +450 | 0.51% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Added to | 54,213 | 4,035 | 0.0% | 0.0% | 120 | +13,331 | 32.61% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 53,084 | 3,952 | 0.0% | 0.0% | 121 | -642 | -1.19% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 51,609 | 3,842 | 0.04% | 0.05% | 122 | +10,334 | 25.04% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 49,282 | 3,669 | 0.0% | 0.0% | 123 | +5,955 | 13.74% | Q1 2026 | May 05, 2026 |
| Entropy Technologies, LP | History | Added to | 49,058 | 3,652 | 0.17% | 0.15% | 124 | +17,005 | 53.05% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 48,696 | 3,625 | 0.01% | 0.01% | 125 | -918 | -1.85% | Q1 2026 | May 14, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Added to | 46,527 | 3,464 | 2.26% | 1.92% | 126 | +8,153 | 21.25% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 46,416 | 3,455 | 0.0% | 0.01% | 127 | -65,339 | -58.47% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 46,319 | 3,448 | 0.01% | 0.01% | 128 | -10,479 | -18.45% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 46,266 | 3,444 | 0.02% | 0.02% | 129 | +1,909 | 4.3% | Q1 2026 | May 05, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 45,661 | 3,399 | 0.2% | 0.28% | 130 | -13,242 | -22.48% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 45,525 | 3,389 | 0.0% | 0.0% | 131 | -15,077 | -24.88% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 45,242 | 3,370 | 0.0% | 0.0% | 132 | -20,221 | -30.89% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 45,252 | 3,369 | 0.0% | 0.0% | 133 | -8,912 | -16.45% | Q1 2026 | May 12, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 44,442 | 3,308 | 0.03% | 0.04% | 134 | +6,670 | 17.66% | Q1 2026 | May 12, 2026 |
| Transmarket Holdings LP | History | Reduced | 43,057 | 3,205 | 1.71% | 7.7% | 135 | -79,134 | -64.76% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 42,426 | 3,159 | 0.0% | 0.01% | 136 | -23,026 | -35.18% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 43,333 | 3,152 | 0.02% | 0.02% | 137 | -1,197 | -2.69% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 41,660 | 3,101 | 0.04% | 0.02% | 138 | +25,410 | 156.37% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 41,648 | 3,100 | 0.0% | 0.0% | 139 | -5,853 | -12.32% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,001 | 3,054 | 0.0% | 0.01% | 140 | -15,748 | -27.75% | Q1 2026 | May 15, 2026 |
| Value Partners Investments Inc. | History | No change | 40,214 | 2,997 | 0.23% | 0.27% | 141 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 38,785 | 2,887 | 0.02% | 0.03% | 142 | -8,579 | -18.11% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 38,630 | 2,876 | 0.0% | 0.01% | 143 | -9,085 | -19.04% | Q1 2026 | May 15, 2026 |
| Lafayette Investments, Inc. | History | Added to | 36,681 | 2,730 | 0.55% | 0.6% | 144 | +154 | 0.42% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 36,515 | 2,718 | 0.0% | 0.0% | 145 | +5,078 | 16.15% | Q1 2026 | May 14, 2026 |
| RBO & CO LLC | History | Reduced | 35,939 | 2,675 | 0.43% | 0.53% | 146 | -2,420 | -6.31% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 35,337 | 2,630 | 0.0% | 0.0% | 147 | +590 | 1.7% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 34,849 | 2,594 | 0.04% | 0.04% | 148 | +1,296 | 3.86% | Q1 2026 | Apr 30, 2026 |
| DRH Investments, Inc. | History | Added to | 34,599 | 2,575 | 2.09% | 0.82% | 149 | +24,257 | 234.55% | Q1 2026 | May 15, 2026 |
| Kerrisdale Advisers, LLC | History | Added to | 34,233 | 2,548 | 0.97% | 1.26% | 150 | +3,100 | 9.96% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 33,358 | 2,483 | 0.01% | 0.03% | 151 | -26,463 | -44.24% | Q1 2026 | Apr 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 33,870 | 2,483 | 0.08% | 0.1% | 152 | -14,284 | -29.66% | Q1 2026 | Apr 08, 2026 |
| Infusive Asset Management Inc. | History | Added to | 33,055 | 2,460 | 1.19% | 1.19% | 153 | +795 | 2.46% | Q1 2026 | May 14, 2026 |
| SALT Holding Corp. | History | No change | 31,855 | 2,371 | 1.43% | 2.13% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 31,782 | 2,366 | 0.03% | 0.02% | 155 | +18,106 | 132.39% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 31,582 | 2,351 | 0.01% | 0.02% | 156 | +2,561 | 8.82% | Q1 2026 | May 05, 2026 |
| Phoenix Financial Ltd. | History | Added to | 32,180 | 2,344 | 0.02% | 0.02% | 157 | +7,380 | 29.76% | Q1 2026 | May 11, 2026 |
| MOTCO | History | Added to | 31,021 | 2,309 | 0.21% | 0.22% | 158 | +2,245 | 7.8% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 30,570 | 2,275 | 0.01% | 0.04% | 159 | -150,594 | -83.13% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 29,744 | 2,214 | 0.03% | 0.02% | 160 | +9,350 | 45.85% | Q1 2026 | May 13, 2026 |
| TCTC Holdings, LLC | History | Reduced | 29,156 | 2,170 | 0.06% | 0.09% | 161 | -4,599 | -13.62% | Q1 2026 | May 07, 2026 |
| Royal Fund Management, LLC | History | Reduced | 29,048 | 2,162 | 0.21% | 0.24% | 162 | -1,119 | -3.71% | Q1 2026 | May 19, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 28,954 | 2,155 | 0.23% | 0.3% | 163 | -3,464 | -10.69% | Q1 2026 | May 08, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 28,860 | 2,148 | 0.01% | 0.02% | 164 | -3,320 | -10.32% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 28,641 | 2,132 | 0.02% | 0.02% | 165 | +5,296 | 22.69% | Q1 2026 | May 11, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 24,583 | 2,120 | 1.38% | 1.38% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 28,016 | 2,085 | 0.87% | 0.93% | 167 | +3,395 | 13.79% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 27,893 | 2,076 | 0.0% | 0.0% | 168 | -26,434 | -48.66% | Q1 2026 | May 15, 2026 |
| Hillman Capital Management, Inc. | History | Added to | 27,507 | 2,047 | 1.42% | 1.4% | 169 | +1,802 | 7.01% | Q1 2026 | May 15, 2026 |
| R.H. Investment Group, LLC | History | Added to | 26,246 | 2,023 | 1.56% | 1.76% | 170 | +1,820 | 7.45% | Q1 2026 | Apr 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 26,832 | 1,997 | 0.04% | 0.06% | 171 | -9,721 | -26.59% | Q1 2026 | Apr 13, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 26,725 | 1,989 | 0.49% | 0.53% | 172 | +759 | 2.92% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,578 | 1,979 | 0.01% | 0.01% | 173 | -10,455 | -28.23% | Q1 2026 | Apr 30, 2026 |
| LEE DANNER & BASS INC | History | Added to | 26,530 | 1,975 | 0.12% | 0.14% | 174 | +3,466 | 15.03% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 26,298 | 1,957 | 0.03% | 0.07% | 175 | -25,507 | -49.24% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 26,065 | 1,940 | 0.02% | 0.02% | 176 | +139 | 0.54% | Q1 2026 | May 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 26,052 | 1,939 | 0.35% | 0.41% | 177 | +1,640 | 6.72% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 25,925 | 1,930 | 0.01% | 0.02% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Twin Tree Management, LP | History | Added to | 25,727 | 1,915 | 0.04% | 0.0% | 179 | +22,527 | 703.97% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Reduced | 25,108 | 1,869 | 0.71% | 0.94% | 180 | -1,929 | -7.13% | Q1 2026 | May 14, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 25,063 | 1,865 | 0.39% | 0.44% | 181 | +880 | 3.64% | Q1 2026 | Apr 20, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 24,982 | 1,859 | 0.74% | 0.88% | 182 | -2,370 | -8.66% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 24,968 | 1,859 | 0.01% | 0.02% | 183 | +496 | 2.03% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 24,582 | 1,830 | 0.02% | 0.02% | 184 | +2,172 | 9.69% | Q1 2026 | Apr 28, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 24,182 | 1,800 | 0.19% | 0.2% | 185 | -1,294 | -5.08% | Q1 2026 | May 06, 2026 |
| Burkett Asset Management Ltd | History | Added to | 24,030 | 1,789 | 1.76% | 1.82% | 186 | +3,115 | 14.89% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 23,804 | 1,775 | 0.01% | 0.01% | 187 | +801 | 3.48% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 22,568 | 1,680 | 0.02% | 0.04% | 188 | -17,217 | -43.28% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 22,232 | 1,655 | 0.02% | 0.02% | 189 | -1,097 | -4.7% | Q1 2026 | May 08, 2026 |
| Ethic Inc. | History | Added to | 21,902 | 1,630 | 0.03% | 0.03% | 190 | +464 | 2.16% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 21,293 | 1,585 | 0.01% | 0.01% | 191 | +2,527 | 13.47% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 20,698 | 1,541 | 0.03% | 0.03% | 192 | +3,047 | 17.26% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 20,582 | 1,532 | 0.01% | 0.01% | 193 | +1,192 | 6.15% | Q1 2026 | May 15, 2026 |
| CMH Wealth Management LLC | History | New | 20,563 | 1,530 | 0.26% | — | 194 | +20,563 | New | Q1 2026 | Apr 13, 2026 |
| Old Port Advisors | History | Added to | 20,529 | 1,528 | 0.35% | 0.37% | 195 | +3,118 | 17.91% | Q1 2026 | Apr 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,336 | 1,514 | 0.01% | 0.01% | 196 | -5,162 | -20.24% | Q1 2026 | Apr 30, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 20,201 | 1,503 | 0.1% | — | 197 | +20,201 | New | Q1 2026 | May 05, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 20,000 | 1,489 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 19,688 | 1,465 | 0.11% | 0.35% | 199 | -27,990 | -58.71% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 19,518 | 1,453 | 0.01% | 0.01% | 200 | -860 | -4.22% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,854 | 1,403 | 0.0% | 0.0% | 201 | +6,649 | 54.48% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 18,792 | 1,399 | 0.02% | 0.07% | 202 | -29,851 | -61.37% | Q1 2026 | Apr 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 18,172 | 1,352 | 0.0% | 0.1% | 203 | -1,366,299 | -98.69% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 18,363 | 1,348 | 0.24% | — | 204 | +18,363 | New | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 17,585 | 1,308 | 0.0% | 0.02% | 205 | -261,813 | -93.71% | Q1 2026 | May 14, 2026 |
| Pavion Blue Capital, LLC | History | Reduced | 17,553 | 1,306 | 0.57% | 0.64% | 206 | -232 | -1.3% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 17,287 | 1,287 | 0.01% | 0.02% | 207 | -7,050 | -28.97% | Q1 2026 | Apr 20, 2026 |
| Nuveen, LLC | History | Added to | 16,733 | 1,245 | 0.0% | 0.0% | 209 | +3,374 | 25.26% | Q1 2026 | Apr 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 16,726 | 1,245 | 0.06% | 0.07% | 208 | -198 | -1.17% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,633 | 1,241 | 0.01% | 0.02% | 210 | +119 | 0.72% | Q1 2026 | Apr 07, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | New | 16,655 | 1,239 | 0.26% | — | 211 | +16,655 | New | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,352 | 1,217 | 0.01% | 0.01% | 212 | +1,304 | 8.67% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 16,422 | 1,207 | 0.06% | 0.04% | 213 | +6,733 | 69.49% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 15,743 | 1,172 | 0.0% | 0.0% | 214 | -1,625 | -9.36% | Q1 2026 | May 07, 2026 |
| EFG International AG | History | New | 15,711 | 1,169 | 0.03% | — | 215 | +15,711 | New | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 15,504 | 1,154 | 0.29% | 0.31% | 216 | +1,315 | 9.27% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 15,410 | 1,147 | 0.04% | 0.05% | 217 | -636 | -3.96% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 15,442 | 1,138 | 0.01% | 0.01% | 218 | +7,450 | 93.22% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 15,293 | 1,138 | 0.05% | 0.03% | 219 | +5,288 | 52.85% | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 15,269 | 1,136 | 0.31% | 0.52% | 220 | -5,811 | -27.57% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | No change | 15,246 | 1,135 | 0.12% | 0.15% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capricorn Fund Managers Ltd | History | New | 15,000 | 1,116 | 0.17% | — | 222 | +15,000 | New | Q1 2026 | Apr 24, 2026 |
| HM PAYSON & CO | History | Reduced | 14,801 | 1,101 | 0.02% | 0.03% | 223 | -12,400 | -45.59% | Q1 2026 | Apr 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 14,738 | 1,098 | 0.0% | — | 224 | +14,738 | New | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 14,734 | 1,096 | 0.0% | 0.0% | 225 | +67 | 0.46% | Q1 2026 | May 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 14,561 | 1,084 | 0.03% | 0.03% | 226 | +1,253 | 9.42% | Q1 2026 | Apr 29, 2026 |
| Inlet Private Wealth, LLC | History | Reduced | 14,306 | 1,065 | 0.27% | 0.3% | 227 | -595 | -3.99% | Q1 2026 | May 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 14,015 | 1,043 | 0.02% | 0.03% | 228 | -2,474 | -15.0% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 14,000 | 1,042 | 0.0% | 0.0% | 229 | -2,231 | -13.75% | Q1 2026 | May 08, 2026 |
| Walleye Trading LLC | History | Reduced | 13,600 | 1,012 | 0.0% | 0.01% | 230 | -34,812 | -71.91% | Q1 2026 | May 08, 2026 |
| Third View Private Wealth, LLC | History | Added to | 13,564 | 1,009 | 0.14% | 0.15% | 231 | +691 | 5.37% | Q1 2026 | Apr 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 13,448 | 1,001 | 0.02% | 0.02% | 232 | +2,591 | 23.86% | Q1 2026 | May 01, 2026 |
| Dakota Wealth Management | History | Reduced | 13,333 | 992 | 0.02% | 0.02% | 233 | -1,140 | -7.88% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 13,293 | 989 | 0.01% | 0.01% | 234 | -79 | -0.59% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,136 | 977 | 0.01% | 0.03% | 235 | -33,572 | -71.88% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,019 | 969 | 0.01% | 0.01% | 236 | -4,256 | -24.64% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 12,956 | 964 | 0.0% | 0.0% | 237 | -295,908 | -95.81% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,697 | 945 | 0.0% | 0.0% | 238 | +5,052 | 66.08% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 12,689 | 944 | 0.07% | 0.1% | 239 | -2,758 | -17.85% | Q1 2026 | Apr 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 12,532 | 933 | 0.01% | 0.01% | 240 | +3,125 | 33.22% | Q1 2026 | Apr 27, 2026 |
| Tanager Wealth Management LLP | History | Added to | 12,445 | 926 | 0.09% | 0.11% | 241 | +36 | 0.29% | Q1 2026 | Apr 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 11,654 | 924 | 0.01% | 0.02% | 242 | -4,376 | -27.3% | Q1 2026 | May 06, 2026 |
| Parvin Asset Management, LLC | History | Added to | 12,350 | 919 | 0.66% | 0.7% | 243 | +2,180 | 21.44% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 12,285 | 914 | 0.02% | 0.02% | 244 | -1,154 | -8.59% | Q1 2026 | Apr 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 12,377 | 914 | 0.0% | 0.0% | 245 | +869 | 7.55% | Q1 2026 | Apr 30, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 12,273 | 913 | 0.2% | 0.4% | 246 | -6,585 | -34.92% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 12,038 | 896 | 0.0% | 0.0% | 247 | -6,523 | -35.14% | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | New | 12,000 | 893 | 0.05% | — | 248 | +12,000 | New | Q1 2026 | May 15, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 11,806 | 878 | 0.9% | — | 249 | +11,806 | New | Q1 2026 | Apr 21, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 11,740 | 874 | 0.05% | 0.05% | 250 | -50 | -0.42% | Q1 2026 | Apr 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 10,049 | 866 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 11,600 | 863 | 0.12% | 0.14% | 252 | -100 | -0.85% | Q1 2026 | May 14, 2026 |
| AustralianSuper Pty Ltd | History | New | 11,356 | 845 | 0.0% | — | 253 | +11,356 | New | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 9,757 | 841 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,237 | 836 | 0.01% | 0.01% | 255 | +1,019 | 9.97% | Q1 2026 | Apr 15, 2026 |
| Westhampton Capital, LLC | History | Added to | 11,214 | 834 | 0.39% | 0.45% | 256 | +80 | 0.72% | Q1 2026 | Apr 16, 2026 |
| DODGE & COX | History | No change | 11,077 | 824 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SEARLE & CO. | History | No change | 10,950 | 815 | 0.2% | 0.24% | 258 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,848 | 807 | 0.03% | 0.04% | 259 | -611 | -5.33% | Q1 2026 | May 08, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 10,597 | 788 | 0.08% | 0.09% | 260 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 10,517 | 782 | 0.27% | 0.12% | 262 | +6,400 | 155.45% | Q1 2026 | Apr 23, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 10,517 | 782 | 0.01% | 0.01% | 261 | -610 | -5.48% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 10,502 | 781 | 0.04% | 0.06% | 263 | +4,511 | 75.3% | Q1 2026 | Apr 22, 2026 |
| Fiduciary Alliance LLC | History | New | 9,704 | 773 | 0.05% | — | 264 | +9,704 | New | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | Reduced | 10,307 | 767 | 0.02% | 0.05% | 265 | -1,277 | -11.02% | Q1 2026 | Apr 29, 2026 |
| Sterling Capital Management LLC | History | Added to | 10,281 | 765 | 0.01% | 0.01% | 266 | +1,429 | 16.14% | Q1 2026 | Apr 22, 2026 |
| V-Square Quantitative Management LLC | History | No change | 10,276 | 765 | 0.08% | 0.09% | 267 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 8,854 | 763 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rodgers Brothers Inc. | History | Added to | 10,242 | 762 | 0.09% | 0.11% | 269 | +38 | 0.37% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 10,213 | 760 | 0.01% | 0.01% | 270 | -1,171 | -10.29% | Q1 2026 | May 15, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | New | 10,200 | 759 | 0.63% | — | 272 | +10,200 | New | Q1 2026 | May 13, 2026 |
| Tevis Investment Management | History | Added to | 10,199 | 759 | 0.43% | 0.48% | 271 | +1,905 | 22.97% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 10,170 | 757 | 0.0% | 0.01% | 273 | -17,296 | -62.97% | Q1 2026 | May 12, 2026 |
| Bradyco, Inc. | History | No change | 10,090 | 751 | 0.58% | 1.08% | 274 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | New | 10,008 | 745 | 0.09% | — | 275 | +10,008 | New | Q1 2026 | Apr 10, 2026 |
| FNY Investment Advisers, LLC | History | New | 10,000 | 744 | 0.33% | — | 276 | +10,000 | New | Q1 2026 | Apr 15, 2026 |
| Lantz Financial LLC | History | Reduced | 9,936 | 739 | 0.15% | 0.22% | 277 | -1,896 | -16.02% | Q1 2026 | Apr 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 9,892 | 736 | 0.01% | 0.01% | 278 | +75 | 0.76% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 9,870 | 734 | 0.02% | 0.03% | 280 | -4,287 | -30.28% | Q1 2026 | Apr 07, 2026 |
| Lincoln Capital LLC | History | Reduced | 9,863 | 734 | 0.14% | 0.16% | 279 | -605 | -5.78% | Q1 2026 | May 01, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 9,808 | 730 | 0.02% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quantbot Technologies LP | History | New | 9,718 | 723 | 0.03% | — | 282 | +9,718 | New | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 9,678 | 720 | 0.02% | 0.01% | 283 | +6,886 | 246.63% | Q1 2026 | Apr 27, 2026 |
| Bridgefront Capital, LLC | History | New | 9,647 | 718 | 0.18% | — | 284 | +9,647 | New | Q1 2026 | May 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 9,544 | 710 | 0.26% | 0.32% | 285 | +24 | 0.25% | Q1 2026 | Apr 14, 2026 |
| HUTNER CAPITAL MANAGEMENT INC | History | Reduced | 9,444 | 703 | 0.29% | 0.6% | 286 | -7,162 | -43.13% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 9,269 | 699 | 0.05% | 0.05% | 287 | +805 | 9.51% | Q1 2026 | May 13, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 7,499 | 698 | 0.07% | 0.08% | 288 | +118 | 1.6% | Q1 2026 | May 06, 2026 |
| Militia Capital Partners, LP | History | No change | 8,000 | 690 | 0.26% | 0.26% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 9,100 | 677 | 0.16% | 0.24% | 290 | -3,210 | -26.08% | Q1 2026 | May 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 8,974 | 668 | 0.14% | 0.1% | 291 | +3,575 | 66.22% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,761 | 652 | 0.02% | 0.03% | 292 | -4,659 | -34.72% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 8,726 | 649 | 0.0% | 0.0% | 293 | -704 | -7.47% | Q1 2026 | Apr 24, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 8,484 | 631 | 0.11% | 0.11% | 294 | +972 | 12.94% | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,450 | 629 | 0.07% | — | 295 | +8,450 | New | Q1 2026 | May 15, 2026 |
| Bull Street Advisors, LLC | History | Added to | 8,410 | 626 | 0.31% | 0.29% | 296 | +1,125 | 15.44% | Q1 2026 | Apr 24, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 8,343 | 621 | 0.05% | 0.09% | 297 | -5,772 | -40.89% | Q1 2026 | Apr 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 7,852 | 616 | 0.03% | 0.04% | 298 | -361 | -4.4% | Q1 2026 | Apr 17, 2026 |
| INGALLS & SNYDER LLC | History | No change | 8,228 | 613 | 0.02% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,179 | 608 | 0.05% | 0.04% | 300 | +1,917 | 30.61% | Q1 2026 | Apr 14, 2026 |
| COMMERCE BANK | History | Added to | 8,164 | 607 | 0.0% | 0.0% | 301 | +1,224 | 17.64% | Q1 2026 | May 11, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 8,145 | 603 | 0.06% | 0.12% | 302 | -6,076 | -42.73% | Q1 2026 | May 12, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 8,111 | 603 | 0.24% | 0.25% | 303 | +1,223 | 17.76% | Q1 2026 | Apr 24, 2026 |
| Berkeley Capital Partners, LLC | History | New | 7,982 | 594 | 0.14% | — | 304 | +7,982 | New | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 7,900 | 588 | 0.01% | 0.02% | 305 | -1,933 | -19.66% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,886 | 587 | 0.0% | 0.0% | 307 | -1,445 | -15.49% | Q1 2026 | Apr 24, 2026 |
| STATE STREET CORP | History | Reduced | 7,893 | 587 | 0.0% | 0.0% | 306 | -287 | -3.51% | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Reduced | 7,859 | 585 | 0.2% | 0.3% | 308 | -2,017 | -20.42% | Q1 2026 | Apr 21, 2026 |
| TORONTO DOMINION BANK | History | No change | 7,800 | 582 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Councilmark Asset Management, LLC | History | Added to | 7,715 | 574 | 0.33% | 0.37% | 310 | +60 | 0.78% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,706 | 573 | 0.01% | 0.04% | 311 | -14,212 | -64.84% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,684 | 572 | 0.02% | 0.03% | 312 | -1,690 | -18.03% | Q1 2026 | Apr 07, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 7,624 | 567 | 0.03% | 0.04% | 313 | -300 | -3.79% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,499 | 558 | 0.0% | 0.01% | 314 | -1,237 | -14.16% | Q1 2026 | May 01, 2026 |
| Bulltick Wealth Management, LLC | History | New | 7,409 | 551 | 0.12% | — | 315 | +7,409 | New | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,385 | 550 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,354 | 547 | 0.03% | 0.03% | 317 | -825 | -10.09% | Q1 2026 | May 18, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 7,283 | 542 | 0.07% | 0.1% | 318 | -1,603 | -18.04% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 7,272 | 541 | 0.01% | 0.01% | 319 | -151 | -2.03% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 7,259 | 540 | 0.0% | 0.0% | 320 | +530 | 7.88% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,247 | 539 | 0.03% | 0.03% | 321 | +666 | 10.12% | Q1 2026 | May 13, 2026 |
| Naviter Wealth, LLC | History | Added to | 7,230 | 538 | 0.07% | 0.07% | 322 | +982 | 15.72% | Q1 2026 | Apr 10, 2026 |
| Gibbs Wealth Management | History | New | 7,216 | 537 | 0.07% | — | 324 | +7,216 | New | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,219 | 537 | 0.01% | 0.01% | 323 | -107 | -1.46% | Q1 2026 | May 06, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 7,196 | 535 | 0.3% | 0.48% | 325 | -1,635 | -18.51% | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | Added to | 7,134 | 531 | 0.06% | 0.04% | 326 | +2,562 | 56.04% | Q1 2026 | Apr 08, 2026 |
| Manske Wealth Management | History | Added to | 7,102 | 528 | 0.15% | 0.09% | 327 | +3,539 | 99.33% | Q1 2026 | Apr 30, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 7,075 | 526 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 7,000 | 521 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Boston Trust Walden Corp | History | Reduced | 6,971 | 518 | 0.0% | 0.0% | 330 | -335 | -4.59% | Q1 2026 | Apr 24, 2026 |
| Graham Capital Management, L.P. | History | New | 6,924 | 515 | 0.01% | — | 332 | +6,924 | New | Q1 2026 | May 15, 2026 |
| Auxano Advisors, LLC | History | Added to | 6,924 | 515 | 0.1% | 0.08% | 331 | +2,381 | 52.41% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,893 | 513 | 0.0% | 0.0% | 333 | -2,116 | -23.49% | Q1 2026 | May 15, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 6,868 | 511 | 0.14% | 0.14% | 334 | +537 | 8.48% | Q1 2026 | May 12, 2026 |
| Portside Wealth Group, LLC | History | Added to | 6,654 | 495 | 0.07% | 0.06% | 335 | +1,327 | 24.91% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | New | 5,864 | 492 | 0.0% | — | 336 | +5,864 | New | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | Added to | 6,526 | 485 | 0.09% | 0.13% | 337 | +651 | 11.08% | Q1 2026 | Apr 29, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 6,460 | 480 | 0.08% | 0.07% | 338 | +964 | 17.54% | Q1 2026 | Apr 24, 2026 |
| Investors Research Corp | History | Added to | 6,408 | 477 | 0.09% | 0.08% | 339 | +1,406 | 28.11% | Q1 2026 | Apr 03, 2026 |
| HAMEL ASSOCIATES, INC. | History | Reduced | 6,405 | 476 | 0.14% | 0.56% | 340 | -15,275 | -70.46% | Q1 2026 | May 07, 2026 |
| SummitTX Capital, L.P. | History | Added to | 6,353 | 472 | 0.01% | 0.01% | 341 | +3,356 | 111.98% | Q1 2026 | May 15, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 6,332 | 471 | 0.13% | 0.07% | 342 | +3,484 | 122.33% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 6,307 | 469 | 0.03% | 0.04% | 343 | -205 | -3.15% | Q1 2026 | Apr 21, 2026 |
| Headlands Technologies LLC | History | New | 6,226 | 463 | 0.05% | — | 344 | +6,226 | New | Q1 2026 | May 13, 2026 |
| Maia Wealth LLC | History | Reduced | 6,214 | 462 | 0.08% | 0.15% | 345 | -2,313 | -27.13% | Q1 2026 | May 08, 2026 |
| Parrish Capital LLC | History | Added to | 6,207 | 462 | 0.41% | 0.4% | 346 | +1,016 | 19.57% | Q1 2026 | Apr 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 6,197 | 461 | 0.03% | 0.04% | 347 | -1,115 | -15.25% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,068 | 452 | 0.0% | 0.01% | 348 | -2,023 | -25.0% | Q1 2026 | Apr 07, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,063 | 451 | 0.02% | 0.02% | 349 | -944 | -13.47% | Q1 2026 | Apr 24, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 6,010 | 447 | 0.06% | 0.25% | 351 | -14,945 | -71.32% | Q1 2026 | Apr 16, 2026 |
| Ancora Advisors LLC | History | Reduced | 6,017 | 447 | 0.01% | 0.01% | 350 | -554 | -8.43% | Q1 2026 | May 15, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 6,015 | 447 | 0.13% | 0.15% | 352 | +15 | 0.25% | Q1 2026 | May 05, 2026 |
| Foresight Global Investors, Inc. | History | New | 5,952 | 443 | 0.29% | — | 354 | +5,952 | New | Q1 2026 | May 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 5,954 | 443 | 0.18% | 0.18% | 353 | +1,184 | 24.82% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,930 | 441 | 0.0% | 0.02% | 356 | -28,672 | -82.86% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,924 | 441 | 0.0% | 0.01% | 357 | -3,238 | -35.34% | Q1 2026 | May 15, 2026 |
| Welch Group, LLC | History | Added to | 5,934 | 441 | 0.02% | 0.02% | 355 | +1,062 | 21.8% | Q1 2026 | Apr 21, 2026 |
| Wynn Capital, LLC | History | Added to | 5,930 | 441 | 0.23% | 0.21% | 358 | +936 | 18.74% | Q1 2026 | Apr 13, 2026 |
| REXFORD CAPITAL INC | History | Added to | 5,918 | 440 | 0.31% | 0.18% | 359 | +3,110 | 110.75% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,851 | 435 | 0.01% | 0.01% | 360 | -1,814 | -23.67% | Q1 2026 | Apr 23, 2026 |
| TT Capital Management LLC | History | Added to | 5,833 | 434 | 0.36% | 0.34% | 361 | +835 | 16.71% | Q1 2026 | May 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 5,821 | 433 | 0.18% | 0.19% | 362 | +422 | 7.82% | Q1 2026 | May 08, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 5,786 | 430 | 0.01% | 0.02% | 363 | -5,342 | -48.01% | Q1 2026 | May 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 5,770 | 429 | 0.07% | — | 364 | +5,770 | New | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 5,729 | 426 | 0.01% | 0.01% | 365 | +215 | 3.9% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 5,735 | 426 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CIBC Asset Management Inc | History | Reduced | 5,712 | 425 | 0.0% | 0.0% | 367 | -13,498 | -70.27% | Q1 2026 | May 12, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Reduced | 5,696 | 424 | 0.05% | 0.06% | 368 | -377 | -6.21% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | Reduced | 5,686 | 423 | 0.01% | 0.05% | 369 | -9,631 | -62.88% | Q1 2026 | May 13, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 5,649 | 420 | 0.03% | 0.04% | 370 | -346 | -5.77% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | New | 5,612 | 418 | 0.01% | — | 371 | +5,612 | New | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,526 | 411 | 0.0% | 0.0% | 372 | +359 | 6.95% | Q1 2026 | May 15, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 5,507 | 410 | 0.27% | 0.29% | 373 | +25 | 0.46% | Q1 2026 | Apr 15, 2026 |
| CenterStar Asset Management, LLC | History | New | 5,497 | 409 | 0.05% | — | 374 | +5,497 | New | Q1 2026 | May 01, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 5,460 | 406 | 0.06% | 0.07% | 375 | +507 | 10.24% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,361 | 399 | 0.0% | 0.01% | 376 | -14,334 | -72.78% | Q1 2026 | Apr 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,342 | 397 | 0.01% | 0.02% | 378 | -1,238 | -18.81% | Q1 2026 | May 11, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 5,335 | 397 | 0.07% | 0.09% | 377 | -470 | -8.1% | Q1 2026 | May 04, 2026 |
| Rossmore Private Capital | History | Reduced | 5,204 | 387 | 0.03% | 0.04% | 379 | -50 | -0.95% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 5,084 | 378 | 0.01% | 0.01% | 380 | -1,282 | -20.14% | Q1 2026 | May 14, 2026 |
| COWA, LLC | History | Added to | 5,075 | 377 | 0.1% | 0.06% | 381 | +2,650 | 109.28% | Q1 2026 | May 14, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 4,968 | 369 | 0.12% | 0.1% | 382 | +1,339 | 36.9% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,911 | 365 | 0.01% | 0.04% | 383 | -13,066 | -72.68% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 4,850 | 361 | 0.02% | 0.03% | 384 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 4,800 | 360 | 0.02% | 0.02% | 385 | +830 | 20.91% | Q1 2026 | May 15, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 4,812 | 358 | 0.0% | 0.0% | 386 | -1,200 | -19.96% | Q1 2026 | May 07, 2026 |
| Dana Investment Advisors, Inc. | History | New | 4,794 | 356 | 0.01% | — | 387 | +4,794 | New | Q1 2026 | May 14, 2026 |
| MQS Management LLC | History | Reduced | 4,770 | 355 | 0.24% | 0.25% | 388 | -180 | -3.64% | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | Reduced | 4,754 | 353 | 0.0% | 0.01% | 390 | -1,341 | -22.0% | Q1 2026 | May 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 4,747 | 353 | 0.02% | 0.02% | 391 | +608 | 14.69% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,742 | 353 | 0.0% | 0.01% | 389 | -343 | -6.75% | Q1 2026 | May 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,728 | 352 | 0.03% | 0.04% | 392 | -1,437 | -23.31% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,658 | 346 | 0.0% | 0.0% | 393 | +588 | 14.45% | Q1 2026 | Apr 30, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 4,269 | 343 | 0.02% | 0.01% | 394 | +1,441 | 50.95% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 4,605 | 342 | 0.0% | 0.0% | 395 | -1,071 | -18.87% | Q1 2026 | May 26, 2026 |
| Ervin Investment Management, LLC | History | No change | 4,576 | 340 | 0.2% | 0.22% | 396 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Generation Capital Management LLC | History | No change | 4,555 | 339 | 0.25% | 0.25% | 397 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 4,528 | 337 | 0.0% | 0.0% | 398 | -101 | -2.18% | Q1 2026 | May 08, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 4,516 | 336 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 4,493 | 334 | 0.01% | 0.01% | 400 | -2,875 | -39.02% | Q1 2026 | Apr 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 4,460 | 332 | 0.0% | 0.0% | 401 | -403 | -8.29% | Q1 2026 | May 05, 2026 |
| Ellevest, Inc. | History | Added to | 4,458 | 331 | 0.05% | 0.03% | 403 | +1,952 | 77.89% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 4,447 | 331 | 0.01% | 0.01% | 402 | -475 | -9.65% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 4,429 | 329 | 0.0% | 0.0% | 404 | +1,320 | 42.46% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 4,419 | 328 | 0.02% | 0.03% | 406 | -1,923 | -30.32% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 4,074 | 328 | 0.01% | 0.01% | 405 | -163 | -3.85% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 4,354 | 319 | 0.0% | 0.0% | 408 | -1,956 | -31.0% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,290 | 319 | 0.0% | 0.0% | 407 | -1,149 | -21.13% | Q1 2026 | May 14, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 4,276 | 318 | 0.15% | 0.16% | 409 | +169 | 4.11% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,250 | 316 | 0.01% | 0.02% | 410 | -2,194 | -34.05% | Q1 2026 | May 15, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 4,220 | 314 | 0.14% | 0.17% | 411 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 4,202 | 312 | 0.09% | 0.09% | 412 | +344 | 8.92% | Q1 2026 | May 04, 2026 |
| Titan Wealth (CI) Ltd | History | No change | 4,200 | 312 | 0.13% | 0.14% | 413 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 4,162 | 309 | 0.0% | 0.0% | 414 | +312 | 8.1% | Q1 2026 | May 14, 2026 |
| R Squared Ltd | History | Reduced | 4,115 | 306 | 0.17% | 0.23% | 415 | -1,653 | -28.66% | Q1 2026 | Apr 29, 2026 |
| Bangor Savings Bank | History | Reduced | 4,084 | 304 | 0.02% | 0.04% | 416 | -1,117 | -21.48% | Q1 2026 | Apr 01, 2026 |
| Independence Bank of Kentucky | History | Reduced | 4,090 | 304 | 0.04% | 0.04% | 417 | -25 | -0.61% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,055 | 301 | 0.01% | 0.0% | 418 | +1,726 | 74.11% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,098 | 300 | 0.01% | 0.01% | 419 | +833 | 25.51% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 4,076 | 299 | 0.01% | 0.01% | 420 | -1,544 | -27.47% | Q1 2026 | May 11, 2026 |
| Step Capital Management Pte. Ltd. | History | Reduced | 4,000 | 297 | 0.12% | 0.32% | 422 | -4,000 | -50.0% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,990 | 297 | 0.01% | 0.01% | 421 | -1,320 | -24.86% | Q1 2026 | Apr 27, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 3,970 | 295 | 0.02% | — | 423 | +3,970 | New | Q1 2026 | Apr 29, 2026 |
| Caprock Group, LLC | History | Reduced | 3,900 | 290 | 0.01% | 0.01% | 424 | -1,206 | -23.62% | Q1 2026 | May 11, 2026 |
| Alhambra Investment Management LLC | History | Added to | 3,899 | 290 | 0.13% | 0.14% | 425 | +444 | 12.85% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 3,881 | 288 | 0.0% | 0.0% | 426 | +760 | 24.35% | Q1 2026 | May 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 3,860 | 287 | 0.1% | 0.09% | 427 | +896 | 30.23% | Q1 2026 | May 04, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 3,823 | 284 | 0.01% | 0.01% | 428 | -1,150 | -23.12% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | Reduced | 3,804 | 283 | 0.02% | 0.03% | 430 | -1,586 | -29.42% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,813 | 283 | 0.0% | 0.0% | 429 | +845 | 28.47% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 3,795 | 282 | 0.0% | 0.01% | 431 | +286 | 8.15% | Q1 2026 | Apr 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 3,741 | 278 | 0.01% | 0.01% | 432 | -2,257 | -37.63% | Q1 2026 | May 15, 2026 |
| Columbia Asset Management | History | No change | 3,723 | 277 | 0.05% | 0.06% | 433 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,704 | 275 | 0.03% | 0.03% | 435 | +618 | 20.03% | Q1 2026 | May 11, 2026 |
| Mill Capital Management, LLC | History | Reduced | 3,698 | 275 | 0.02% | 0.02% | 436 | -100 | -2.63% | Q1 2026 | May 04, 2026 |
| Affiance Financial, LLC | History | No change | 3,702 | 275 | 0.04% | 0.05% | 434 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sage Investment Counsel LLC | History | No change | 3,700 | 275 | 0.31% | 0.35% | 437 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Roundview Capital LLC | History | New | 3,675 | 273 | 0.02% | — | 438 | +3,675 | New | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,659 | 272 | 0.0% | 0.0% | 439 | -208 | -5.38% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | Reduced | 3,621 | 269 | 0.0% | 0.01% | 440 | -25 | -0.69% | Q1 2026 | May 12, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 3,602 | 268 | 0.03% | 0.04% | 441 | -179 | -4.73% | Q1 2026 | Apr 27, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 3,612 | 268 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | Reduced | 3,587 | 267 | 0.02% | 0.02% | 443 | -16 | -0.44% | Q1 2026 | May 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 3,575 | 266 | 0.01% | — | 445 | +3,575 | New | Q1 2026 | May 07, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 3,585 | 266 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Trek Financial, LLC | History | Added to | 3,545 | 263 | 0.01% | 0.01% | 446 | +1,096 | 44.75% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 3,487 | 259 | 0.01% | 0.01% | 447 | -353 | -9.19% | Q1 2026 | Apr 30, 2026 |
| Ridgewood Investments LLC | History | New | 3,472 | 258 | 0.11% | — | 448 | +3,472 | New | Q1 2026 | Apr 03, 2026 |
| NORDEN GROUP LLC | History | Added to | 3,464 | 257 | 0.02% | 0.02% | 449 | +1,043 | 43.08% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 3,451 | 256 | 0.02% | 0.02% | 451 | +278 | 8.76% | Q1 2026 | May 12, 2026 |
| DMC Group, LLC | History | Reduced | 3,439 | 256 | 0.17% | 0.21% | 450 | -266 | -7.18% | Q1 2026 | Apr 30, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 3,404 | 253 | 0.07% | 0.36% | 453 | -14,533 | -81.02% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 3,407 | 253 | 0.0% | 0.0% | 452 | -296 | -7.99% | Q1 2026 | May 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 3,409 | 253 | 0.02% | 0.02% | 454 | -19 | -0.55% | Q1 2026 | Apr 17, 2026 |
| LRI Investments, LLC | History | Reduced | 3,382 | 251 | 0.02% | 0.02% | 456 | -210 | -5.85% | Q1 2026 | Apr 30, 2026 |
| Stokes Family Office, LLC | History | No change | 3,376 | 251 | 0.03% | 0.03% | 455 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 3,335 | 248 | 0.0% | 0.0% | 458 | -826 | -19.85% | Q1 2026 | May 06, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 3,332 | 248 | 0.02% | 0.02% | 459 | -247 | -6.9% | Q1 2026 | May 07, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 3,332 | 248 | 0.08% | 0.09% | 457 | -76 | -2.23% | Q1 2026 | May 13, 2026 |
| Aviso Financial Inc. | History | Added to | 3,305 | 246 | 0.01% | 0.01% | 460 | +658 | 24.86% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Added to | 3,300 | 245 | 0.01% | 0.0% | 462 | +2,280 | 223.53% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 3,303 | 245 | 0.0% | 0.0% | 463 | +312 | 10.43% | Q1 2026 | May 14, 2026 |
| HARRIS ASSOCIATES L P | History | Reduced | 3,295 | 245 | 0.0% | 0.0% | 461 | -200 | -5.72% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 3,288 | 244 | 0.0% | 0.0% | 464 | -4,475 | -57.65% | Q1 2026 | May 11, 2026 |
| Pinnacle West Asset Management, Inc. | History | Added to | 3,270 | 243 | 0.17% | 0.18% | 465 | +15 | 0.46% | Q1 2026 | May 14, 2026 |
| Orographic Financial Advisors, LLC | History | New | 3,240 | 241 | 0.17% | — | 467 | +3,240 | New | Q1 2026 | May 19, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 3,250 | 241 | 0.03% | 0.04% | 466 | -294 | -8.3% | Q1 2026 | Apr 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 3,225 | 240 | 0.02% | — | 469 | +3,225 | New | Q1 2026 | Apr 30, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 3,225 | 240 | 0.04% | 0.09% | 468 | -430 | -11.76% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,214 | 239 | 0.0% | 0.0% | 470 | -1,553 | -32.58% | Q1 2026 | May 01, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 3,200 | 238 | 0.0% | 0.27% | 471 | -182,091 | -98.27% | Q1 2026 | May 15, 2026 |
| Arlington Partners LLC | History | New | 3,205 | 238 | 0.48% | — | 474 | +3,205 | New | Q1 2026 | Apr 09, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,197 | 238 | 0.0% | 0.01% | 472 | -1,063 | -24.95% | Q1 2026 | May 12, 2026 |
| Cypress Capital Group | History | Reduced | 3,200 | 238 | 0.03% | 0.03% | 473 | -200 | -5.88% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 3,196 | 237 | 0.0% | — | 476 | +3,196 | New | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,186 | 237 | 0.01% | 0.01% | 475 | -511 | -13.82% | Q1 2026 | May 11, 2026 |
| Callahan Advisors, LLC | History | Reduced | 3,155 | 234 | 0.02% | 0.1% | 477 | -10,695 | -77.22% | Q1 2026 | May 12, 2026 |
| Scientech Research LLC | History | New | 3,153 | 234 | 0.2% | — | 478 | +3,153 | New | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | Added to | 3,134 | 233 | 0.09% | 0.09% | 479 | +460 | 17.2% | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 3,114 | 231 | 0.01% | 0.02% | 480 | -1,253 | -28.69% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 3,086 | 229 | 0.01% | — | 481 | +3,086 | New | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 3,047 | 226 | 0.0% | — | 483 | +3,047 | New | Q1 2026 | May 14, 2026 |
| First Affirmative Financial Network | History | New | 3,042 | 226 | 0.09% | — | 482 | +3,042 | New | Q1 2026 | May 11, 2026 |
| Core Alternative Capital | History | Reduced | 3,031 | 225 | 0.07% | 0.08% | 484 | -550 | -15.36% | Q1 2026 | Apr 30, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 3,010 | 224 | 0.05% | 0.06% | 485 | -168 | -5.29% | Q1 2026 | Apr 20, 2026 |
| WINTON GROUP Ltd | History | New | 3,000 | 223 | 0.01% | — | 488 | +3,000 | New | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,006 | 223 | 0.01% | 0.02% | 486 | -82 | -2.66% | Q1 2026 | May 15, 2026 |
| COERENTE CAPITAL MANAGEMENT | History | No change | 3,000 | 223 | 0.04% | 0.05% | 487 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | New | 2,987 | 222 | 0.0% | — | 491 | +2,987 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 2,992 | 222 | 0.0% | 0.0% | 489 | +721 | 31.75% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 2,992 | 222 | 0.0% | 0.0% | 490 | +338 | 12.74% | Q1 2026 | Apr 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,981 | 221 | 0.01% | 0.01% | 492 | -176 | -5.57% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 2,965 | 220 | 0.05% | 0.06% | 493 | +159 | 5.67% | Q1 2026 | Apr 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,949 | 219 | 0.0% | 0.0% | 494 | -127 | -4.13% | Q1 2026 | Apr 21, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 2,711 | 218 | 0.01% | 0.01% | 495 | +236 | 9.54% | Q1 2026 | May 14, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 2,921 | 217 | 0.02% | 0.02% | 496 | -277 | -8.66% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,903 | 216 | 0.0% | 0.0% | 497 | +1,833 | 171.31% | Q1 2026 | May 13, 2026 |
| Radnor Capital Management, LLC | History | Reduced | 2,902 | 216 | 0.03% | 0.04% | 499 | -250 | -7.93% | Q1 2026 | Apr 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,904 | 216 | 0.0% | 0.01% | 498 | -88 | -2.94% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | New | 2,886 | 214 | 0.02% | — | 501 | +2,886 | New | Q1 2026 | Apr 15, 2026 |
| Murphy Pohlad Asset Management LLC | History | Reduced | 2,877 | 214 | 0.08% | 0.1% | 500 | -75 | -2.54% | Q1 2026 | Apr 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,855 | 212 | 0.02% | 0.01% | 502 | +1,695 | 146.12% | Q1 2026 | May 15, 2026 |
| FCA CORP /TX | History | No change | 2,800 | 208 | 0.06% | 0.07% | 503 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 2,791 | 207 | 0.04% | — | 505 | +2,791 | New | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 2,783 | 207 | 0.01% | 0.01% | 504 | -108 | -3.74% | Q1 2026 | May 07, 2026 |
| Code Waechter LLC | History | Added to | 2,772 | 206 | 0.12% | 0.14% | 508 | +303 | 12.27% | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 2,767 | 206 | 0.0% | 0.01% | 506 | -239 | -7.95% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,774 | 206 | 0.0% | 0.0% | 507 | -95 | -3.31% | Q1 2026 | Apr 10, 2026 |
| Keebeck Wealth Management | History | New | 2,752 | 204 | 0.02% | — | 509 | +2,752 | New | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 2,710 | 201 | 0.01% | 0.01% | 510 | -1,116 | -29.17% | Q1 2026 | Apr 23, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 2,701 | 201 | 0.01% | 0.01% | 511 | -180 | -6.25% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 2,687 | 200 | 0.0% | 0.0% | 513 | -429 | -13.77% | Q1 2026 | May 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 2,699 | 200 | 0.04% | 0.04% | 512 | -120 | -4.26% | Q1 2026 | Apr 29, 2026 |
| BFSG, LLC | History | Added to | 2,668 | 198 | 0.02% | 0.02% | 514 | +228 | 9.34% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,638 | 196 | 0.02% | 0.02% | 515 | +403 | 18.03% | Q1 2026 | Apr 30, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 2,520 | 187 | 0.12% | 0.11% | 516 | +678 | 36.81% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 2,220 | 178 | 0.01% | 0.01% | 517 | -2,379 | -51.73% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 2,403 | 178 | 0.02% | 0.02% | 518 | +50 | 2.12% | Q1 2026 | May 06, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 2,271 | 169 | 0.16% | 0.25% | 519 | -550 | -19.5% | Q1 2026 | Apr 24, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2,222 | 165 | 0.04% | 0.04% | 520 | -20 | -0.89% | Q1 2026 | Apr 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,198 | 163 | 0.03% | — | 521 | +2,190 | 27375.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,175 | 161 | 0.0% | 0.02% | 522 | -6,638 | -75.32% | Q1 2026 | May 04, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 1,884 | 140 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,874 | 139 | 0.05% | 0.06% | 524 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,850 | 137 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,694 | 126 | 0.01% | 0.01% | 526 | -175 | -9.36% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,638 | 121 | 0.0% | 0.02% | 528 | -9,629 | -85.46% | Q1 2026 | Apr 27, 2026 |
| SouthState Bank Corp | History | Reduced | 1,632 | 121 | 0.01% | 0.01% | 527 | -601 | -26.91% | Q1 2026 | May 05, 2026 |
| Cromwell Holdings LLC | History | Added to | 1,604 | 119 | 0.07% | 0.03% | 529 | +1,039 | 183.89% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,384 | 119 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | No change | 1,477 | 110 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,424 | 106 | 0.01% | 0.0% | 532 | +760 | 114.46% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,404 | 104 | 0.01% | 0.01% | 533 | -120 | -7.87% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,360 | 101 | 0.0% | 0.01% | 534 | -134 | -8.97% | Q1 2026 | Apr 06, 2026 |
| Crewe Advisors LLC | History | No change | 1,270 | 94 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,098 | 94 | 0.03% | 0.03% | 536 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,198 | 89 | 0.0% | 0.0% | 537 | -868 | -42.01% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,200 | 89 | 0.0% | 0.0% | 538 | +249 | 26.18% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,158 | 86 | 0.0% | 0.0% | 539 | -1,446 | -55.53% | Q1 2026 | May 06, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,156 | 86 | 0.01% | 0.02% | 540 | -181 | -13.54% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,152 | 85 | 0.0% | 0.0% | 541 | +360 | 45.45% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 1,100 | 81 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,076 | 80 | 0.02% | 0.02% | 543 | +387 | 56.17% | Q1 2026 | Apr 22, 2026 |
| Hara Capital LLC | History | Added to | 1,050 | 78 | 0.04% | 0.04% | 544 | +150 | 16.67% | Q1 2026 | May 14, 2026 |
| Banque Transatlantique SA | History | New | 2,522 | 77 | 0.0% | — | 545 | +2,522 | New | Q1 2026 | May 13, 2026 |
| Meramec Financial Planners, LLC | History | No change | 932 | 76 | 0.03% | 0.04% | 546 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 1,000 | 74 | 0.01% | 0.02% | 548 | -400 | -28.57% | Q1 2026 | Apr 30, 2026 |
| Kimelman & Baird, LLC | History | No change | 1,000 | 74 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 981 | 73 | 0.0% | — | 549 | +981 | New | Q1 2026 | Apr 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 916 | 68 | 0.01% | 0.0% | 550 | +528 | 136.08% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | New | 906 | 67 | 0.0% | — | 552 | +906 | New | Q1 2026 | May 19, 2026 |
| Tacita Capital Inc | History | No change | 900 | 67 | 0.04% | 0.04% | 551 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Legacy Bridge, LLC | History | No change | 895 | 66 | 0.03% | 0.03% | 553 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Added to | 866 | 64 | 0.0% | 0.0% | 554 | +147 | 20.45% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 840 | 62 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | No change | 808 | 60 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Reduced | 805 | 59 | 0.01% | 0.01% | 557 | -503 | -38.46% | Q1 2026 | Apr 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 779 | 57 | 0.01% | 0.03% | 558 | -1,606 | -67.34% | Q1 2026 | May 06, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 771 | 57 | 0.02% | 0.03% | 559 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 765 | 56 | 0.0% | 0.0% | 560 | -271 | -26.16% | Q1 2026 | May 15, 2026 |
| Axiom Investment Management LLC | History | New | 729 | 54 | 0.04% | — | 561 | +729 | New | Q1 2026 | May 26, 2026 |
| CX Institutional | History | Reduced | 690 | 51 | 0.0% | 0.0% | 563 | -315 | -31.34% | Q1 2026 | Apr 06, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 690 | 51 | 0.0% | 0.01% | 562 | -100 | -12.66% | Q1 2026 | Apr 17, 2026 |
| Hanson & Doremus Investment Management | History | No change | 654 | 49 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 657 | 48 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Basepoint Wealth LLC | History | No change | 633 | 47 | 0.03% | 0.03% | 566 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Park Place Capital Corp | History | Reduced | 584 | 43 | 0.01% | 0.04% | 568 | -1,603 | -73.3% | Q1 2026 | Apr 09, 2026 |
| TD Capital Management LLC | History | Added to | 581 | 43 | 0.0% | 0.0% | 567 | +468 | 414.16% | Q1 2026 | May 11, 2026 |
| Bayforest Capital Ltd | History | Reduced | 583 | 43 | 0.05% | 0.06% | 569 | -294 | -33.52% | Q1 2026 | Apr 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 545 | 41 | 0.01% | 0.02% | 570 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 550 | 40 | 0.01% | 0.01% | 571 | -15 | -2.65% | Q1 2026 | May 14, 2026 |
| Q Fund Management (Hong Kong) Ltd | History | No change | 500 | 37 | 0.09% | 0.04% | 572 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 493 | 36 | 0.01% | 0.02% | 573 | -68 | -12.12% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 460 | 34 | 0.0% | — | 574 | +460 | New | Q1 2026 | May 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 439 | 32 | 0.0% | 0.0% | 575 | +39 | 9.75% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | No change | 437 | 32 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 397 | 29 | 0.0% | 0.0% | 577 | +14 | 3.66% | Q1 2026 | May 15, 2026 |
| GGM Financial LLC | History | No change | 391 | 29 | 0.01% | 0.02% | 578 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 396 | 29 | 0.01% | 0.01% | 579 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 379 | 28 | 0.0% | 0.0% | 580 | +62 | 19.56% | Q1 2026 | Apr 17, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 378 | 28 | 0.03% | 0.03% | 581 | +9 | 2.44% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 376 | 27 | 0.0% | — | 582 | +376 | New | Q1 2026 | Apr 29, 2026 |
| Hickory Point Bank & Trust | History | New | 360 | 26 | 0.02% | — | 584 | +360 | New | Q1 2026 | Apr 03, 2026 |
| Piscataqua Savings Bank | History | Reduced | 359 | 26 | 0.02% | 0.02% | 583 | -32 | -8.18% | Q1 2026 | Apr 10, 2026 |
| ESL Trust Services, LLC | History | No change | 300 | 22 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 308 | 22 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Accent Capital Management, LLC | History | No change | 300 | 22 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kentucky Trust Co | History | No change | 300 | 22 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 285 | 21 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Truvestments Capital LLC | History | No change | 289 | 21 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 273 | 20 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Reduced | 265 | 19 | 0.0% | 0.0% | 593 | -1,103 | -80.63% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 260 | 19 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 250 | 18 | 0.0% | 0.0% | 594 | -129 | -34.04% | Q1 2026 | Apr 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 230 | 17 | 0.0% | 0.0% | 595 | -324 | -58.48% | Q1 2026 | Apr 23, 2026 |
| Davis Capital Management | History | No change | 233 | 17 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Strategies CORP | History | No change | 235 | 17 | 0.01% | 0.01% | 597 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hilltop National Bank | History | Reduced | 218 | 16 | 0.0% | 0.01% | 599 | -61 | -21.86% | Q1 2026 | Apr 02, 2026 |
| Financial Perspectives, Inc | History | No change | 215 | 16 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | No change | 207 | 15 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Addison Advisors LLC | History | Added to | 192 | 14 | 0.0% | 0.0% | 602 | +106 | 123.26% | Q1 2026 | May 08, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 200 | 14 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 200 | 14 | 0.0% | 0.01% | 603 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Elequin Capital, LP | History | New | 176 | 13 | 0.0% | — | 612 | +176 | New | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 181 | 13 | 0.0% | 0.0% | 605 | -93 | -33.94% | Q1 2026 | Apr 24, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 176 | 13 | 0.01% | 0.01% | 611 | -30 | -14.56% | Q1 2026 | May 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 175 | 13 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 175 | 13 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 180 | 13 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MTM Investment Management, LLC | History | No change | 179 | 13 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fairscale Capital, LLC | History | No change | 184 | 13 | 0.01% | 0.01% | 609 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 181 | 13 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 163 | 12 | 0.01% | 0.02% | 613 | -71 | -30.34% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 165 | 12 | 0.0% | 0.0% | 614 | +25 | 17.86% | Q1 2026 | Apr 23, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 173 | 12 | 0.0% | 0.0% | 615 | -6 | -3.35% | Q1 2026 | May 07, 2026 |
| Lodestone Wealth Management LLC | History | No change | 172 | 12 | 0.0% | 0.01% | 616 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CrossGen Wealth, LLC | History | No change | 164 | 12 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WPG Advisers, LLC | History | Reduced | 156 | 11 | 0.01% | 0.01% | 620 | -64 | -29.09% | Q1 2026 | Apr 29, 2026 |
| First PREMIER Bank | History | No change | 150 | 11 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| City State Bank | History | No change | 149 | 11 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 142 | 10 | 0.0% | 0.0% | 625 | -180 | -55.9% | Q1 2026 | Apr 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 145 | 10 | 0.0% | — | 627 | +145 | New | Q1 2026 | May 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 139 | 10 | 0.0% | 0.0% | 624 | -45 | -24.46% | Q1 2026 | May 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 138 | 10 | 0.0% | 0.0% | 621 | +3 | 2.22% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 139 | 10 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 146 | 10 | 0.01% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Boreal Capital Management LLC | History | No change | 146 | 10 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | New | 129 | 9 | 0.0% | — | 632 | +129 | New | Q1 2026 | Apr 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 133 | 9 | 0.0% | 0.0% | 631 | +100 | 303.03% | Q1 2026 | May 05, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 125 | 9 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hurley Capital, LLC | History | No change | 130 | 9 | 0.0% | 0.01% | 629 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 131 | 9 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Smithfield Trust Co | History | Reduced | 114 | 8 | 0.0% | 0.0% | 633 | -250 | -68.68% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 117 | 8 | 0.0% | — | 641 | +117 | New | Q1 2026 | Apr 13, 2026 |
| Kilter Group LLC | History | Added to | 111 | 8 | 0.0% | — | 639 | +109 | 5450.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 115 | 8 | 0.0% | 0.0% | 638 | +90 | 360.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 106 | 8 | 0.0% | 0.0% | 637 | +50 | 89.29% | Q1 2026 | May 06, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 114 | 8 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Winch Advisory Services, LLC | History | No change | 118 | 8 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pacific Center for Financial Services | History | No change | 113 | 8 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clark Wealth Partners | History | No change | 108 | 8 | 0.01% | 0.01% | 640 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 104 | 7 | 0.0% | 0.07% | 643 | -508,315 | -99.98% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Reduced | 100 | 7 | 0.0% | 0.0% | 653 | -150 | -60.0% | Q1 2026 | May 13, 2026 |
| PROTECTIVE LIFE CORP | History | New | 100 | 7 | 0.02% | — | 655 | +100 | New | Q1 2026 | May 13, 2026 |
| Magnolia Wealth Management, LLC | History | New | 100 | 7 | 0.0% | — | 656 | +100 | New | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 100 | 7 | 0.0% | — | 657 | +100 | New | Q1 2026 | May 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 103 | 7 | 0.0% | 0.0% | 645 | -95 | -47.98% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 100 | 7 | 0.0% | 0.0% | 647 | -60 | -37.5% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 100 | 7 | 0.0% | 0.0% | 646 | -40 | -28.57% | Q1 2026 | May 11, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 103 | 7 | 0.0% | 0.0% | 642 | -14 | -11.97% | Q1 2026 | Apr 03, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PFS Partners, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cetera Trust Company, N.A | History | No change | 100 | 7 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advantage Trust Co | History | No change | 100 | 7 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caitlin John, LLC | History | No change | 100 | 7 | 0.0% | 0.01% | 651 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 86 | 7 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunrise Financial Services, LLC | History | No change | 95 | 7 | 0.0% | 0.01% | 654 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Community Financial Services Group, LLC | History | New | 87 | 6 | 0.0% | — | 666 | +87 | New | Q1 2026 | Apr 08, 2026 |
| REAP Financial Group, LLC | History | New | 85 | 6 | 0.0% | — | 667 | +85 | New | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 84 | 6 | 0.0% | — | 661 | +82 | 4100.0% | Q1 2026 | Apr 22, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 83 | 6 | 0.0% | 0.0% | 665 | -48 | -36.64% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 90 | 6 | 0.01% | 0.01% | 664 | +20 | 28.57% | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | Added to | 85 | 6 | 0.0% | 0.0% | 658 | +12 | 16.44% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 86 | 6 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 85 | 6 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 662 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | No change | 86 | 6 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 74 | 5 | 0.0% | — | 668 | +74 | New | Q1 2026 | May 12, 2026 |
| Whipplewood Advisors, LLC | History | New | 61 | 4 | 0.0% | — | 677 | +61 | New | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | Added to | 66 | 4 | 0.0% | — | 673 | +60 | 1000.0% | Q1 2026 | Apr 10, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 57 | 4 | 0.0% | — | 679 | +57 | New | Q1 2026 | May 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 55 | 4 | 0.0% | — | 678 | +55 | New | Q1 2026 | Apr 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 65 | 4 | 0.0% | 0.0% | 669 | -49 | -42.98% | Q1 2026 | May 07, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 65 | 4 | 0.0% | 0.0% | 674 | -11 | -14.47% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | No change | 66 | 4 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Gleason Group, Inc. | History | No change | 63 | 4 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 65 | 4 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 66 | 4 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Daytona Street Capital LLC | History | No change | 66 | 4 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NBT BANK N A /NY | History | Reduced | 50 | 3 | 0.0% | 0.0% | 680 | -400 | -88.89% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 686 | -278 | -85.8% | Q1 2026 | Apr 27, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 50 | 3 | 0.0% | 0.01% | 693 | -100 | -66.67% | Q1 2026 | Apr 30, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 50 | 3 | 0.01% | — | 695 | +50 | New | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 41 | 3 | 0.0% | — | 696 | +41 | New | Q1 2026 | May 12, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 45 | 3 | 0.0% | 0.0% | 688 | -19 | -29.69% | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 681 | -14 | -23.33% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 46 | 3 | 0.0% | 0.0% | 682 | +5 | 12.2% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 50 | 3 | 0.0% | 0.0% | 683 | -2 | -3.85% | Q1 2026 | Apr 21, 2026 |
| Mascoma Wealth Management LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SFAM, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pflug Koory, LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 689 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SWAN Capital LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gold Investment Management Ltd. | History | No change | 46 | 3 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sankala Group LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| First Pacific Financial | History | New | 32 | 2 | 0.0% | — | 709 | +32 | New | Q1 2026 | Apr 23, 2026 |
| Nemes Rush Group LLC | History | Added to | 28 | 2 | 0.0% | — | 707 | +27 | 2700.0% | Q1 2026 | Apr 21, 2026 |
| BAYBAN | History | Added to | 36 | 2 | 0.0% | 0.0% | 708 | +23 | 176.92% | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | Reduced | 30 | 2 | 0.0% | 0.0% | 704 | -6 | -16.67% | Q1 2026 | Apr 24, 2026 |
| GODSEY & GIBB, INC | History | No change | 39 | 2 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 31 | 2 | 0.0% | 0.0% | 698 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 35 | 2 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 701 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pacifica Partners Inc. | History | No change | 40 | 2 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TSFG, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 703 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IAG Wealth Partners, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 31 | 2 | 0.0% | 0.0% | 706 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 15 | 1 | 0.0% | 0.09% | 710 | -23,400 | -99.94% | Q1 2026 | May 08, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 20 | 1 | 0.0% | 0.27% | 720 | -8,748 | -99.77% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Reduced | 15 | 1 | 0.0% | 0.01% | 721 | -1,210 | -98.78% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 723 | -125 | -89.29% | Q1 2026 | Apr 24, 2026 |
| Breakwater Investment Management | History | New | 25 | 1 | 0.0% | — | 733 | +25 | New | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 22 | 1 | 0.0% | — | 730 | +22 | New | Q1 2026 | Apr 30, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 26 | 1 | 0.0% | — | 716 | +20 | 333.33% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 719 | -18 | -50.0% | Q1 2026 | May 04, 2026 |
| WealthCollab, LLC | History | New | 17 | 1 | 0.0% | — | 732 | +17 | New | Q1 2026 | May 13, 2026 |
| Retirement Wealth Solutions LLC | History | New | 15 | 1 | 0.0% | — | 734 | +15 | New | Q1 2026 | Apr 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 722 | -13 | -39.39% | Q1 2026 | Apr 13, 2026 |
| Mosley Wealth Management | History | New | 12 | 1 | 0.0% | — | 731 | +12 | New | Q1 2026 | Apr 27, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 14 | 1 | 0.0% | 0.0% | 712 | +2 | 16.67% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 19 | 1 | 0.0% | 0.0% | 718 | -1 | -5.0% | Q1 2026 | Apr 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 21 | 1 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | No change | 19 | 1 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Eukles Asset Management | History | No change | 20 | 1 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Trust Asset Management, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sachetta, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IMG Wealth Management, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | No change | 16 | 1 | 0.0% | 0.0% | 729 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -297,820 | -100.0% | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -240,805 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BERKSHIRE HATHAWAY INC | History | Closed out | 0 | 0 | — | 0.01% | — | -227,750 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -157,763 | -100.0% | Q1 2026 | May 15, 2026 |
| Alpine Fox Capital LLC | History | Closed out | 0 | 0 | — | 5.55% | — | -122,000 | -100.0% | Q1 2026 | May 14, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Closed out | 0 | 0 | — | 1.35% | — | -91,607 | -100.0% | Q1 2026 | May 12, 2026 |
| Keystone Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 2.19% | — | -87,558 | -100.0% | Q1 2026 | Apr 09, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -77,472 | -100.0% | Q1 2026 | May 12, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -40,282 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Artisan Partners Limited Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -38,056 | -100.0% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -35,849 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Coleford Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.67% | — | -32,107 | -100.0% | Q1 2026 | May 11, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Closed out | 0 | 0 | — | 0.02% | — | -24,675 | -100.0% | Q1 2026 | May 05, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Closed out | 0 | 0 | — | 0.63% | — | -24,633 | -100.0% | Q1 2026 | May 13, 2026 |
| WEITZ INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -23,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -23,015 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,336 | -100.0% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,375 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -18,206 | -100.0% | Q1 2026 | May 15, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.58% | — | -17,753 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -16,859 | -100.0% | Q1 2026 | May 04, 2026 |
| Empirical Finance, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,139 | -100.0% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,139 | -100.0% | Q1 2026 | May 14, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Closed out | 0 | 0 | — | 0.08% | — | -12,740 | -100.0% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,082 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HORAN Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,344 | -100.0% | Q1 2026 | May 08, 2026 |
| Autumn Glory Partners, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -9,908 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -9,898 | -100.0% | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | Closed out | 0 | 0 | — | 0.17% | — | -9,789 | -100.0% | Q1 2026 | May 13, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -9,147 | -100.0% | Q1 2026 | Apr 24, 2026 |
| First Bank & Trust | History | Closed out | 0 | 0 | — | 0.12% | — | -8,299 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Optimist Retirement Group LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -7,983 | -100.0% | Q1 2026 | May 11, 2026 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.25% | — | -7,671 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.32% | — | -6,731 | -100.0% | Q1 2026 | May 15, 2026 |
| SPWM Advisors LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -5,973 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,885 | -100.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -5,159 | -100.0% | Q1 2026 | May 05, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,008 | -100.0% | Q1 2026 | May 15, 2026 |
| Capstone Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.39% | — | -4,744 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,693 | -100.0% | Q1 2026 | May 13, 2026 |
| Tranquilli Financial Advisor LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,549 | -100.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,423 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -4,174 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,119 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,086 | -100.0% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,027 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,788 | -100.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,700 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,507 | -100.0% | Q1 2026 | May 04, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,437 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,384 | -100.0% | Q1 2026 | May 14, 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Closed out | 0 | 0 | — | 0.09% | — | -3,331 | -100.0% | Q1 2026 | Apr 22, 2026 |
| INTRUST BANK NA | History | Closed out | 0 | 0 | — | 0.02% | — | -3,270 | -100.0% | Q1 2026 | May 06, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,224 | -100.0% | Q1 2026 | May 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -3,154 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Sather Financial Group Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,093 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GQG Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,076 | -100.0% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,051 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Sky Investment Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,042 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Florida Trust Wealth Management Co | History | Closed out | 0 | 0 | — | 0.01% | — | -3,018 | -100.0% | Q1 2026 | May 14, 2026 |
| Glenview Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,928 | -100.0% | Q1 2026 | May 08, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,891 | -100.0% | Q1 2026 | May 01, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,861 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,856 | -100.0% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,827 | -100.0% | Q1 2026 | Apr 16, 2026 |
| JLB & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,817 | -100.0% | Q1 2026 | May 04, 2026 |
| Carson Advisory Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,713 | -100.0% | Q1 2026 | May 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,710 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,710 | -100.0% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,694 | -100.0% | Q1 2026 | May 15, 2026 |
| SUMMITRY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,675 | -100.0% | Q1 2026 | May 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -2,674 | -100.0% | Q1 2026 | May 12, 2026 |
| Van Diest Capital, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -2,617 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,575 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,555 | -100.0% | Q1 2026 | May 15, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,500 | -100.0% | Q1 2026 | May 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -2,476 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Canvas Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,459 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Independence Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,449 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,446 | -100.0% | Q1 2026 | May 14, 2026 |
| Essex Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -2,444 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,436 | -100.0% | Q1 2026 | May 14, 2026 |
| Calydon Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -2,434 | -100.0% | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,375 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.04% | — | -2,375 | -100.0% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,372 | -100.0% | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,359 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Lester Murray Antman dba SimplyRich | History | Closed out | 0 | 0 | — | 0.05% | — | -2,340 | -100.0% | Q1 2026 | May 01, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -2,327 | -100.0% | Q1 2026 | Apr 15, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,556 | -100.0% | Q1 2026 | May 15, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,540 | -100.0% | Q1 2026 | Apr 15, 2026 |
| LOM Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -1,500 | -100.0% | Q1 2026 | May 05, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.04% | — | -1,250 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,111 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -812 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 13 | 0 | — | 0.03% | — | -784 | -98.37% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -352 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -283 | -100.0% | Q1 2026 | May 04, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -279 | -100.0% | Q1 2026 | May 04, 2026 |
| ABOUND FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -261 | -100.0% | Q1 2026 | May 01, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -220 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 11, 2026 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 01, 2026 |
| High Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -80 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 08, 2026 |
| PALLADIEM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 07, 2026 |
| Copeland Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 06, 2026 |
| Blume Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 01, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -16 | -55.17% | Q1 2026 | May 06, 2026 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kingdom Financial Group LLC. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 12, 2026 |
| West Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 12, 2026 |
| Bank of New Hampshire | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | Reduced | 2 | 0 | — | — | — | -6 | -75.0% | Q1 2026 | Apr 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 06, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 28, 2026 |
| First Pacific Advisors, LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fairman Group, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |