Donnelley Financial Solutions, Inc. - DFIN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,995,329 | 188,339 | 0.0% | 0.0% | 1 | +49,229 | 1.25% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,830,788 | 85,479 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,238,218 | 58,369 | 0.11% | 0.1% | 3 | -725 | -0.06% | Q1 2026 | May 01, 2026 |
| STATE STREET CORP | History | Reduced | 1,160,874 | 54,723 | 0.0% | 0.0% | 4 | -44,509 | -3.69% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,114,920 | 52,557 | 0.0% | — | 5 | +1,114,920 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 948,619 | 44,717 | 0.0% | 0.0% | 6 | -98,917 | -9.44% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Reduced | 852,611 | 40,192 | 0.24% | 0.24% | 7 | -26,989 | -3.07% | Q1 2026 | Apr 28, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 780,037 | 36,770 | 2.05% | 1.97% | 8 | +14,098 | 1.84% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 761,163 | 35,881 | 0.26% | 0.3% | 9 | -17,138 | -2.2% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 686,331 | 32,352 | 0.01% | 0.01% | 10 | -10,355 | -1.49% | Q1 2026 | May 07, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 653,818 | 30,820 | 0.32% | 0.28% | 11 | +81,545 | 14.25% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 626,417 | 29,535 | 0.0% | 0.0% | 12 | +16,765 | 2.75% | Q1 2026 | May 15, 2026 |
| Simcoe Capital Management, LLC | History | Reduced | 597,725 | 28,176 | 4.89% | 8.77% | 13 | -452,065 | -43.06% | Q1 2026 | May 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 545,484 | 25,714 | 0.08% | 0.07% | 14 | +26,651 | 5.14% | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 502,659 | 23,695 | 0.0% | — | 15 | +502,659 | New | Q1 2026 | May 08, 2026 |
| Boston Trust Walden Corp | History | Reduced | 467,079 | 22,018 | 0.18% | 0.18% | 16 | -52,829 | -10.16% | Q1 2026 | Apr 24, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 462,672 | 21,810 | 0.07% | 0.05% | 17 | +172,258 | 59.31% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 448,950 | 21,163 | 0.21% | 0.28% | 18 | -141,186 | -23.92% | Q1 2026 | May 12, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Reduced | 448,388 | 21,137 | 1.32% | 1.21% | 19 | -44,093 | -8.95% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 432,918 | 20,407 | 0.0% | 0.0% | 20 | +40,998 | 10.46% | Q1 2026 | May 15, 2026 |
| Mawer Investment Management Ltd. | History | Reduced | 423,704 | 19,973 | 0.13% | 0.22% | 21 | -435,861 | -50.71% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 418,683 | 19,736 | 0.0% | 0.0% | 22 | +793 | 0.19% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 414,312 | 19,530 | 0.0% | 0.0% | 23 | +214,946 | 107.81% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 335,167 | 15,561 | 0.0% | 0.0% | 24 | -31,211 | -8.52% | Q1 2026 | May 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 314,530 | 14,826 | 0.02% | 0.02% | 25 | +20,766 | 7.07% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Added to | 295,274 | 13,919 | 0.05% | 0.04% | 26 | +49,600 | 20.19% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 277,600 | 13,086 | 0.2% | 0.0% | 27 | +272,750 | 5623.71% | Q1 2026 | May 14, 2026 |
| Access Investment Management LLC | History | Added to | 233,835 | 11,022 | 2.93% | 3.04% | 28 | +14,190 | 6.46% | Q1 2026 | May 21, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 180,488 | 8,508 | 0.0% | — | 29 | +180,488 | New | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 165,075 | 7,781 | 0.0% | 0.0% | 30 | -7,884 | -4.56% | Q1 2026 | May 15, 2026 |
| Marathon Asset Management Ltd | History | Added to | 154,456 | 7,280 | 0.28% | 0.24% | 31 | +18,274 | 13.42% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 146,388 | 6,900 | 0.0% | 0.0% | 32 | -5,440 | -3.58% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 146,329 | 6,897 | 0.0% | 0.0% | 33 | +11,964 | 8.9% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 144,936 | 6,832 | 0.0% | 0.0% | 34 | +35,447 | 32.37% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 144,496 | 6,811 | 0.0% | 0.0% | 35 | -18,152 | -11.16% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Reduced | 138,913 | 6,548 | 0.01% | 0.01% | 36 | -52,750 | -27.52% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 129,497 | 6,104 | 0.0% | 0.0% | 37 | +2,784 | 2.2% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Added to | 109,510 | 5,162 | 0.0% | 0.0% | 38 | +22,771 | 26.25% | Q1 2026 | May 12, 2026 |
| Ophir Asset Management Pty Ltd | History | New | 108,665 | 5,122 | 0.6% | — | 39 | +108,665 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 108,030 | 5,092 | 0.01% | 0.0% | 40 | +27,011 | 33.34% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | New | 106,779 | 5,033 | 0.01% | — | 41 | +106,779 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 101,766 | 4,797 | 0.02% | 0.01% | 42 | -1,203 | -1.17% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 94,978 | 4,477 | 0.01% | 0.01% | 43 | +3,127 | 3.4% | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 88,988 | 4,194 | 0.02% | 0.01% | 44 | +16,460 | 22.69% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Reduced | 81,951 | 3,863 | 0.0% | 0.0% | 45 | -1,901 | -2.27% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 79,759 | 3,759 | 0.0% | 0.0% | 46 | +53,894 | 208.37% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 77,421 | 3,649 | 0.0% | 0.0% | 47 | +1,423 | 1.87% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 74,175 | 3,496 | 0.0% | 0.0% | 48 | +993 | 1.36% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 72,900 | 3,436 | 0.0% | 0.0% | 49 | +46,788 | 179.18% | Q1 2026 | May 15, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 72,901 | 3,436 | 0.36% | 0.37% | 50 | +1,808 | 2.54% | Q1 2026 | Apr 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 71,902 | 3,389 | 0.0% | 0.0% | 51 | +47,809 | 198.44% | Q1 2026 | May 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 68,494 | 3,228 | 0.49% | 0.49% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bridge City Capital, LLC | History | Added to | 68,461 | 3,227 | 0.89% | 0.79% | 53 | +11,128 | 19.41% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 65,094 | 3,068 | 0.01% | 0.01% | 54 | -131 | -0.2% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 63,680 | 3,001 | 0.0% | 0.0% | 55 | +2,080 | 3.38% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 64,995 | 2,993 | 0.01% | 0.0% | 56 | +3,702 | 6.04% | Q1 2026 | May 05, 2026 |
| Legal & General Group Plc | History | Reduced | 61,993 | 2,922 | 0.0% | 0.0% | 57 | -6,220 | -9.12% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 56,694 | 2,673 | 0.01% | 0.01% | 58 | +2,936 | 5.46% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 53,171 | 2,506 | 0.01% | 0.0% | 59 | +3,024 | 6.03% | Q1 2026 | May 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 52,832 | 2,490 | 0.0% | 0.0% | 60 | +103 | 0.2% | Q1 2026 | May 05, 2026 |
| Man Group plc | History | Reduced | 51,994 | 2,450 | 0.0% | 0.0% | 61 | -7,930 | -13.23% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 49,900 | 2,352 | 0.0% | 0.0% | 62 | -1,700 | -3.29% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 48,647 | 2,293 | 0.0% | 0.0% | 63 | +22,240 | 84.22% | Q1 2026 | May 12, 2026 |
| Villanova Investment Management Co LLC | History | Reduced | 48,287 | 2,276 | 2.33% | 1.67% | 64 | -2,338 | -4.62% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 46,678 | 2,200 | 0.0% | 0.0% | 65 | -1,754 | -3.62% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 46,150 | 2,175 | 0.18% | 0.04% | 66 | +36,133 | 360.72% | Q1 2026 | Apr 23, 2026 |
| Moran Wealth Management, LLC | History | Added to | 45,493 | 2,144 | 0.07% | 0.06% | 67 | +1,098 | 2.47% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 43,594 | 2,055 | 0.0% | 0.0% | 68 | -13,136 | -23.16% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,679 | 2,012 | 0.0% | 0.0% | 69 | +5,850 | 15.88% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 41,261 | 1,945 | 0.0% | 0.0% | 70 | -2,672 | -6.08% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 39,400 | 1,839 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 38,450 | 1,812 | 0.0% | 0.0% | 72 | -52,920 | -57.92% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 37,504 | 1,768 | 0.14% | 0.18% | 73 | -12,995 | -25.73% | Q1 2026 | Apr 28, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 36,427 | 1,717 | 0.0% | 0.0% | 74 | +2,336 | 6.85% | Q1 2026 | May 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 35,691 | 1,682 | 0.0% | 0.0% | 75 | +10,352 | 40.85% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 32,146 | 1,515 | 0.0% | 0.0% | 76 | -14,364 | -30.88% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 31,532 | 1,486 | 0.0% | 0.0% | 77 | +13,412 | 74.02% | Q1 2026 | Apr 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 29,408 | 1,373 | 0.0% | 0.01% | 78 | -455,748 | -93.94% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 26,159 | 1,233 | 0.02% | 0.02% | 79 | -1,688 | -6.06% | Q1 2026 | Apr 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 26,101 | 1,230 | 0.0% | 0.0% | 80 | +6,545 | 33.47% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 25,900 | 1,220 | 0.0% | 0.0% | 81 | +3,583 | 16.06% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,986 | 1,130 | 0.0% | 0.0% | 82 | +2,507 | 11.67% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | New | 23,574 | 1,111 | 0.0% | — | 83 | +23,574 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 22,982 | 1,083 | 0.0% | 0.0% | 84 | -11,950 | -34.21% | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 22,151 | 1,043 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 21,876 | 1,030 | 0.01% | 0.01% | 86 | -308 | -1.39% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 21,738 | 1,024 | 0.0% | 0.0% | 87 | +21,582 | 13834.62% | Q1 2026 | May 01, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 21,022 | 990 | 0.01% | 0.01% | 88 | +4,054 | 23.89% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 20,978 | 988 | 0.0% | 0.0% | 89 | +279 | 1.35% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 20,709 | 976 | 0.0% | 0.0% | 90 | +113 | 0.55% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 20,281 | 946 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legato Capital Management LLC | History | Reduced | 18,310 | 863 | 0.08% | 0.11% | 92 | -8,475 | -31.64% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Reduced | 17,950 | 846 | 0.08% | 0.15% | 93 | -8,675 | -32.58% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 17,678 | 833 | 0.0% | 0.0% | 94 | +5,941 | 50.62% | Q1 2026 | May 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 17,362 | 818 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,021 | 802 | 0.0% | 0.0% | 96 | +9,758 | 134.35% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 16,915 | 797 | 0.0% | 0.0% | 97 | -378 | -2.19% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 16,758 | 789 | 0.0% | — | 98 | +16,758 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,951 | 751 | 0.0% | 0.0% | 99 | -30,165 | -65.41% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,547 | 685 | 0.0% | 0.0% | 100 | -322 | -2.17% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 13,843 | 652 | 0.0% | 0.0% | 101 | -762 | -5.22% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 13,762 | 648 | 0.01% | 0.01% | 102 | -2,353 | -14.6% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | New | 13,244 | 624 | 0.01% | — | 103 | +13,244 | New | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,777 | 602 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 12,217 | 575 | 0.01% | 0.01% | 105 | +600 | 5.16% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 12,104 | 570 | 0.0% | 0.0% | 106 | -37,261 | -75.48% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,970 | 564 | 0.0% | 0.0% | 107 | +142 | 1.2% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 11,826 | 557 | 0.01% | 0.01% | 108 | +2,124 | 21.89% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,800 | 556 | 0.01% | 0.01% | 109 | -400 | -3.28% | Q1 2026 | Apr 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,443 | 539 | 0.0% | 0.0% | 110 | +1,496 | 15.04% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 11,400 | 537 | 0.0% | — | 111 | +11,400 | New | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 11,237 | 529 | 0.0% | 0.0% | 112 | -475 | -4.06% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 11,017 | 519 | 0.01% | — | 113 | +11,017 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 10,948 | 516 | 0.0% | — | 114 | +10,948 | New | Q1 2026 | May 08, 2026 |
| Magnetar Financial LLC | History | New | 10,563 | 497 | 0.01% | — | 115 | +10,563 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,091 | 475 | 0.0% | — | 116 | +10,091 | New | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,937 | 474 | 0.01% | 0.01% | 117 | +120 | 1.22% | Q1 2026 | Apr 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 9,953 | 469 | 0.01% | 0.01% | 118 | -347 | -3.37% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,770 | 460 | 0.0% | 0.0% | 119 | -19,494 | -66.61% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Added to | 9,741 | 459 | 0.01% | 0.0% | 120 | +3,859 | 65.61% | Q1 2026 | May 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 9,374 | 441 | 0.02% | 0.02% | 121 | +686 | 7.9% | Q1 2026 | Apr 16, 2026 |
| State of Wyoming | History | Added to | 9,319 | 439 | 0.05% | 0.01% | 122 | +7,984 | 598.05% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 8,781 | 413 | 0.0% | 0.0% | 123 | -453 | -4.91% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 8,718 | 407 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIXIS | History | Added to | 8,300 | 391 | 0.0% | 0.0% | 125 | +4,400 | 112.82% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 8,182 | 385 | 0.0% | 0.0% | 127 | -54,752 | -87.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 8,175 | 385 | 0.0% | 0.0% | 126 | -5,199 | -38.87% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 8,109 | 382 | 0.0% | — | 128 | +8,109 | New | Q1 2026 | May 15, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 7,912 | 372 | 0.01% | 0.01% | 129 | -343 | -4.16% | Q1 2026 | May 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 7,884 | 371 | 0.01% | 0.01% | 130 | -236 | -2.91% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,610 | 359 | 0.0% | 0.0% | 131 | -72 | -0.94% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,569 | 356 | 0.0% | 0.0% | 132 | -256 | -3.27% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | New | 7,527 | 354 | 0.0% | — | 133 | +7,527 | New | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,362 | 347 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 7,300 | 344 | 0.0% | 0.0% | 135 | +1,000 | 15.87% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,079 | 333 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,043 | 332 | 0.0% | 0.0% | 137 | -92 | -1.29% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,923 | 326 | 0.0% | — | 139 | +6,923 | New | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 6,925 | 326 | 0.0% | 0.0% | 138 | -385 | -5.27% | Q1 2026 | May 01, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 6,896 | 325 | 0.0% | 0.0% | 140 | -662 | -8.76% | Q1 2026 | Apr 20, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,805 | 321 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | New | 6,696 | 315 | 0.0% | — | 142 | +6,696 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,562 | 309 | 0.0% | 0.0% | 143 | -8 | -0.12% | Q1 2026 | May 01, 2026 |
| Squarepoint Ops LLC | History | Reduced | 6,530 | 307 | 0.0% | 0.0% | 144 | -13,671 | -67.67% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,508 | 306 | 0.0% | 0.0% | 145 | -5,358 | -45.15% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 6,325 | 298 | 0.0% | 0.0% | 146 | +1,468 | 30.22% | Q1 2026 | May 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 6,135 | 289 | 0.0% | 0.0% | 147 | -6,205 | -50.28% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,148 | 289 | 0.0% | — | 148 | +6,148 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,091 | 287 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 5,900 | 278 | 0.0% | 0.0% | 150 | +500 | 9.26% | Q1 2026 | Apr 29, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 5,800 | 270 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 5,638 | 265 | 0.0% | — | 152 | +5,638 | New | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,520 | 260 | 0.0% | 0.0% | 153 | -43 | -0.77% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | New | 5,403 | 254 | 0.0% | — | 154 | +5,403 | New | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 5,002 | 235 | 0.01% | 0.04% | 155 | -11,496 | -69.68% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 4,938 | 232 | 0.0% | 0.0% | 156 | -567 | -10.3% | Q1 2026 | Apr 14, 2026 |
| Brooklyn Investment Group | History | New | 4,780 | 225 | 0.01% | — | 159 | +4,780 | New | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | New | 4,775 | 225 | 0.0% | — | 158 | +4,775 | New | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,744 | 225 | 0.0% | 0.0% | 157 | -3,048 | -39.12% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 4,754 | 224 | 0.0% | 0.0% | 160 | -35,104 | -88.07% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | New | 4,724 | 222 | 0.01% | — | 161 | +4,724 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 4,629 | 218 | 0.0% | 0.0% | 162 | -4,281 | -48.05% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,641 | 218 | 0.0% | 0.0% | 163 | -112 | -2.36% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Reduced | 4,538 | 213 | 0.0% | 0.04% | 164 | -27,648 | -85.9% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 4,501 | 212 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Amundi | History | New | 4,442 | 209 | 0.0% | — | 166 | +4,442 | New | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 4,340 | 204 | 0.0% | 0.0% | 167 | -39 | -0.89% | Q1 2026 | May 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 3,700 | 174 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 3,289 | 155 | 0.0% | 0.0% | 169 | +2,581 | 364.55% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,596 | 127 | 0.0% | 0.0% | 170 | +10,490 | 498.1% | Q1 2026 | Apr 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,224 | 104 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,082 | 98 | 0.0% | 0.0% | 172 | +1,616 | 346.78% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,703 | 80 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | No change | 1,500 | 70 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,483 | 69 | 0.0% | 0.0% | 175 | -10,229 | -87.34% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,358 | 64 | 0.0% | — | 177 | +1,358 | New | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | No change | 1,358 | 64 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,278 | 60 | 0.0% | 0.0% | 178 | -103 | -7.46% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,229 | 58 | 0.0% | 0.0% | 179 | +1,126 | 1093.2% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,047 | 49 | 0.01% | 0.0% | 180 | +245 | 30.55% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 988 | 46 | 0.0% | 0.01% | 183 | -212 | -17.67% | Q1 2026 | Apr 06, 2026 |
| KBC Group NV | History | No change | 969 | 46 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 988 | 46 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 753 | 35 | 0.0% | 0.0% | 184 | +457 | 154.39% | Q1 2026 | Apr 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 722 | 34 | 0.01% | 0.0% | 185 | +22 | 3.14% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 656 | 30 | 0.0% | 0.0% | 187 | -467 | -41.59% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 643 | 30 | 0.0% | 0.0% | 186 | +336 | 109.45% | Q1 2026 | Apr 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 616 | 29 | 0.0% | 0.0% | 188 | +144 | 30.51% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 603 | 28 | 0.0% | — | 189 | +603 | New | Q1 2026 | Apr 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 530 | 24 | 0.0% | 0.0% | 190 | +102 | 23.83% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 420 | 19 | 0.0% | 0.0% | 191 | -84 | -16.67% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 385 | 18 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Added to | 355 | 16 | 0.0% | 0.0% | 195 | +263 | 285.87% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 355 | 16 | 0.0% | 0.0% | 194 | -184 | -34.14% | Q1 2026 | Apr 22, 2026 |
| Smithfield Trust Co | History | No change | 350 | 16 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 332 | 15 | 0.0% | 0.0% | 197 | +147 | 79.46% | Q1 2026 | Apr 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 337 | 15 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| McMillan Office, Inc. | History | No change | 325 | 15 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 301 | 14 | 0.0% | 0.0% | 199 | +121 | 67.22% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 252 | 11 | 0.0% | 0.0% | 201 | -13 | -4.91% | Q1 2026 | Apr 06, 2026 |
| UMB Bank, n.a. | History | Added to | 238 | 11 | 0.0% | 0.0% | 200 | +4 | 1.71% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 222 | 10 | 0.0% | 0.0% | 202 | +38 | 20.65% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 221 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 205 | 9 | 0.0% | — | 205 | +205 | New | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 212 | 9 | 0.0% | 0.0% | 204 | +67 | 46.21% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 172 | 8 | 0.0% | 0.0% | 207 | +2 | 1.18% | Q1 2026 | Apr 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 183 | 8 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 162 | 7 | 0.0% | 0.0% | 209 | +74 | 84.09% | Q1 2026 | Apr 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 159 | 7 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 143 | 6 | 0.0% | 0.0% | 211 | -59 | -29.21% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Added to | 138 | 6 | 0.0% | 0.0% | 212 | +5 | 3.76% | Q1 2026 | May 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 140 | 6 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Essential Partners LLC | History | Added to | 121 | 5 | 0.0% | — | 215 | +115 | 1916.67% | Q1 2026 | May 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 118 | 5 | 0.0% | 0.0% | 214 | +95 | 413.04% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 125 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 99 | 4 | 0.0% | — | 219 | +99 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 94 | 4 | 0.0% | 0.0% | 216 | +49 | 108.89% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 105 | 4 | 0.0% | 0.0% | 218 | +21 | 25.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 99 | 4 | 0.0% | 0.0% | 217 | +19 | 23.75% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 72 | 3 | 0.0% | — | 224 | +72 | New | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 67 | 3 | 0.0% | — | 223 | +67 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 65 | 3 | 0.0% | 0.0% | 222 | +40 | 160.0% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 76 | 3 | 0.0% | 0.0% | 220 | -7 | -8.43% | Q1 2026 | Apr 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 76 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 62 | 2 | 0.0% | — | 228 | +62 | New | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | New | 58 | 2 | 0.0% | — | 227 | +58 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 61 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 41 | 1 | 0.0% | — | 235 | +41 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 35 | 1 | 0.0% | — | 236 | +35 | New | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 42 | 1 | 0.0% | 0.0% | 233 | -17 | -28.81% | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 22 | 1 | 0.0% | — | 232 | +5 | 29.41% | Q1 2026 | Apr 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 24 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 28 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 40 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Torren Management, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WINMILL & CO. INC | History | Closed out | 0 | 0 | — | 2.44% | — | -195,859 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,886 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -28,980 | -100.0% | Q1 2026 | May 13, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,631 | -100.0% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,556 | -100.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,093 | -100.0% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,000 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,929 | -100.0% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,982 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,878 | -100.0% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,318 | -100.0% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,105 | -100.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 17 | 0 | — | 0.0% | — | -193 | -91.9% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | 0.0% | — | -55 | -98.21% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -22 | -91.67% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 21, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |