DT Midstream, Inc. - DTM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 10,917,048 | 1,470,198 | 0.03% | 0.02% | 1 | +76,356 | 0.7% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 11,078,802 | 1,325,911 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,884,239 | 792,430 | 0.04% | — | 3 | +5,884,239 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,564,584 | 614,712 | 0.02% | — | 4 | +4,564,584 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 3,246,345 | 440,002 | 0.02% | 0.01% | 5 | +51,514 | 1.61% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,056,441 | 411,610 | 0.14% | 0.12% | 6 | -33,924 | -1.1% | Q1 2026 | May 06, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 3,007,559 | 405,027 | 4.22% | 4.54% | 7 | +26,614 | 0.89% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,937,408 | 395,581 | 0.3% | 0.25% | 8 | +154,672 | 5.56% | Q1 2026 | May 14, 2026 |
| Blackstone Inc. | History | Added to | 2,680,256 | 360,950 | 1.41% | 1.05% | 9 | +449,609 | 20.16% | Q1 2026 | May 15, 2026 |
| 59 North Capital Management, LP | History | Reduced | 2,621,909 | 353,092 | 10.53% | 11.36% | 10 | -428,411 | -14.04% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,310,954 | 311,277 | 0.02% | 0.02% | 11 | -96,658 | -4.01% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,276,844 | 306,622 | 0.06% | 0.07% | 12 | -347,768 | -13.25% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,166,206 | 291,722 | 0.03% | 0.04% | 13 | -410,736 | -15.94% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 2,025,612 | 272,790 | 0.19% | 0.04% | 14 | +1,678,017 | 482.75% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,399,117 | 188,419 | 0.03% | 0.03% | 15 | -34,761 | -2.42% | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Reduced | 1,136,963 | 153,114 | 0.02% | 0.03% | 16 | -112,455 | -9.0% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,075,249 | 144,803 | 1.05% | 1.1% | 17 | -52,089 | -4.62% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,058,772 | 142,584 | 0.19% | 0.18% | 18 | +35,411 | 3.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,014,931 | 136,680 | 0.01% | 0.01% | 19 | -26,266 | -2.52% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 991,956 | 133,586 | 0.02% | 0.02% | 20 | -53,798 | -5.14% | Q1 2026 | May 12, 2026 |
| REAVES W H & CO INC | History | Added to | 932,483 | 125,577 | 2.08% | 1.6% | 21 | +169,730 | 22.25% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 908,248 | 122,313 | 0.02% | 0.01% | 22 | +26,981 | 3.06% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 892,353 | 120,173 | 0.02% | 0.02% | 23 | +3,689 | 0.42% | Q1 2026 | May 05, 2026 |
| TrinityBridge Ltd | History | No change | 881,000 | 118,684 | 3.22% | 2.34% | 24 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORGES BANK | History | No change | 966,869 | 115,714 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Merewether Investment Management, LP | History | Reduced | 835,006 | 112,450 | 2.18% | 2.87% | 26 | -207,594 | -19.91% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 806,857 | 108,659 | 0.02% | 0.01% | 27 | +33,978 | 4.4% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 768,186 | 103,451 | 0.03% | 0.02% | 28 | -1,535 | -0.2% | Q1 2026 | May 13, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Reduced | 727,100 | 97,918 | 4.85% | 5.14% | 29 | -22,200 | -2.96% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 676,611 | 91,119 | 0.07% | 0.11% | 30 | +9,244 | 1.39% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 649,976 | 87,532 | 1.68% | 2.35% | 31 | -213,550 | -24.73% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 630,119 | 84,858 | 0.02% | — | 32 | +630,119 | New | Q1 2026 | May 08, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 625,121 | 84,185 | 3.03% | 2.19% | 33 | +130,710 | 26.44% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 621,314 | 83,672 | 0.01% | 0.01% | 34 | +92,739 | 17.55% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 608,094 | 81,916 | 0.01% | 0.0% | 35 | -44,540 | -6.82% | Q1 2026 | May 13, 2026 |
| BAHL & GAYNOR INC | History | Added to | 593,514 | 79,928 | 0.4% | 0.34% | 36 | +30,899 | 5.49% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 572,628 | 77,115 | 0.01% | 0.01% | 37 | -90,437 | -13.64% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 543,107 | 73,200 | 0.02% | — | 38 | +543,107 | New | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 523,289 | 70,471 | 0.17% | 0.18% | 39 | -126,788 | -19.5% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 514,717 | 69,317 | 0.07% | 0.07% | 40 | -13,755 | -2.6% | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 506,253 | 68,178 | 0.04% | 0.03% | 41 | -7,288 | -1.42% | Q1 2026 | May 04, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 505,281 | 68,046 | 0.09% | 0.08% | 42 | -5,001 | -0.98% | Q1 2026 | May 15, 2026 |
| Energy Income Partners, LLC | History | Added to | 429,858 | 57,888 | 0.93% | 0.92% | 43 | +4,189 | 0.98% | Q1 2026 | May 15, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 420,186 | 56,586 | 0.59% | 0.5% | 44 | +51,138 | 13.86% | Q1 2026 | Apr 28, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 401,951 | 54,131 | 0.9% | 0.74% | 45 | +7,227 | 1.83% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 391,579 | 52,733 | 0.01% | 0.01% | 46 | +184,157 | 88.78% | Q1 2026 | Apr 30, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Added to | 391,282 | 52,694 | 1.86% | 1.38% | 47 | +111,342 | 39.77% | Q1 2026 | Apr 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 362,852 | 48,867 | 0.07% | — | 48 | +362,852 | New | Q1 2026 | May 12, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 355,156 | 47,828 | 2.88% | 3.13% | 49 | +1,370 | 0.39% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 350,989 | 47,267 | 0.03% | 0.03% | 50 | +18,843 | 5.67% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 390,100 | 46,687 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 341,665 | 46,012 | 0.14% | 0.12% | 52 | +56,426 | 19.78% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 383,668 | 45,917 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 375,461 | 44,935 | 0.01% | 0.01% | 54 | +240,335 | 177.86% | Q1 2026 | May 15, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 323,922 | 43,623 | 2.09% | 1.92% | 55 | -5,946 | -1.8% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 288,217 | 38,815 | 0.04% | 0.03% | 56 | +26,424 | 10.09% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 287,734 | 38,749 | 0.01% | 0.01% | 57 | -30,435 | -9.57% | Q1 2026 | May 04, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 286,141 | 38,534 | 0.03% | 0.03% | 58 | +6,073 | 2.17% | Q1 2026 | May 12, 2026 |
| Pacer Advisors, Inc. | History | Added to | 269,202 | 36,253 | 0.1% | 0.08% | 59 | +15,260 | 6.01% | Q1 2026 | Jun 18, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 258,277 | 34,782 | 0.02% | 0.02% | 60 | +10,637 | 4.3% | Q1 2026 | May 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 256,680 | 34,567 | 0.02% | 0.02% | 61 | -17,205 | -6.28% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 255,875 | 34,458 | 0.0% | 0.0% | 62 | +232,090 | 975.78% | Q1 2026 | May 12, 2026 |
| Retirement Systems of Alabama | History | Added to | 245,046 | 33,000 | 0.11% | 0.09% | 63 | +2,620 | 1.08% | Q1 2026 | Apr 24, 2026 |
| Clearbridge Investments, LLC | History | Added to | 243,438 | 32,783 | 0.03% | 0.02% | 64 | +10,040 | 4.3% | Q1 2026 | May 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 239,039 | 32,191 | 0.72% | 0.66% | 65 | -6,218 | -2.54% | Q1 2026 | May 06, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 238,616 | 32,134 | 0.88% | 0.79% | 66 | +20,077 | 9.19% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | New | 232,613 | 31,325 | 0.03% | — | 67 | +232,613 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 232,546 | 31,316 | 0.01% | 0.01% | 68 | +2,060 | 0.89% | Q1 2026 | May 13, 2026 |
| Fractal Investments LLC | History | No change | 230,999 | 31,108 | 3.68% | 3.86% | 69 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 225,658 | 30,389 | 0.14% | 0.14% | 70 | +24,217 | 12.02% | Q1 2026 | May 08, 2026 |
| ProShare Advisors LLC | History | Reduced | 224,434 | 30,224 | 0.04% | 0.07% | 71 | -90,766 | -28.8% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Reduced | 221,597 | 29,842 | 0.01% | 0.01% | 72 | -22,324 | -9.15% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 201,300 | 27,109 | 0.02% | 0.01% | 73 | +1,000 | 0.5% | Q1 2026 | May 07, 2026 |
| Yaupon Capital Management LP | History | New | 187,062 | 25,191 | 0.79% | — | 74 | +187,062 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 179,461 | 24,168 | 0.01% | 0.01% | 75 | +40,126 | 28.8% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 151,012 | 20,336 | 0.0% | 0.0% | 76 | -19,050 | -11.2% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 148,826 | 20,042 | 0.01% | 0.01% | 77 | -10,248 | -6.44% | Q1 2026 | May 14, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 148,080 | 19,941 | 0.72% | 0.64% | 78 | -1,660 | -1.11% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Reduced | 145,985 | 19,659 | 0.01% | 0.01% | 79 | -15,333 | -9.5% | Q1 2026 | May 06, 2026 |
| NEOS Investment Management LLC | History | Added to | 139,718 | 18,815 | 0.1% | 0.01% | 80 | +127,342 | 1028.94% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 137,390 | 18,502 | 0.28% | 0.25% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 134,709 | 18,141 | 0.07% | 0.09% | 82 | -75,303 | -35.86% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 134,467 | 18,108 | 0.02% | 0.09% | 83 | -560,009 | -80.64% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 125,200 | 16,860 | 0.01% | 0.0% | 84 | +86,800 | 226.04% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 120,551 | 16,234 | 0.02% | 0.01% | 85 | +25,099 | 26.29% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 115,676 | 15,578 | 0.11% | 0.08% | 86 | +22,944 | 24.74% | Q1 2026 | Apr 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 109,387 | 14,747 | 0.0% | 0.0% | 87 | -2,052 | -1.84% | Q1 2026 | Jul 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 103,683 | 13,962 | 0.46% | 0.02% | 88 | +97,209 | 1501.53% | Q1 2026 | May 18, 2026 |
| Dorsey Wright & Associates | History | Added to | 102,768 | 13,839 | 1.71% | 1.62% | 89 | +39,958 | 63.62% | Q1 2026 | May 06, 2026 |
| Man Group plc | History | Added to | 102,756 | 13,838 | 0.03% | 0.02% | 90 | +11,178 | 12.21% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 101,247 | 13,635 | 0.01% | 0.01% | 92 | +38,261 | 60.75% | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 101,251 | 13,635 | 0.0% | 0.0% | 91 | +331 | 0.33% | Q1 2026 | Jul 08, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 99,205 | 13,359 | 0.25% | 0.27% | 93 | -11,103 | -10.07% | Q1 2026 | May 06, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 96,476 | 12,992 | 0.26% | 0.25% | 94 | -4,153 | -4.13% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 95,701 | 12,889 | 0.0% | 0.0% | 95 | +2,104 | 2.25% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 90,943 | 12,247 | 0.01% | 0.01% | 96 | -3,981 | -4.19% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 90,621 | 12,204 | 0.02% | 0.03% | 97 | -17,480 | -16.17% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 90,082 | 12,132 | 0.0% | 0.0% | 98 | +9,383 | 11.63% | Q1 2026 | May 15, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 88,800 | 11,958 | 0.38% | 0.44% | 99 | -32,650 | -26.88% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 88,674 | 11,941 | 0.05% | 0.12% | 100 | -181,471 | -67.18% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 86,973 | 11,712 | 0.0% | 0.0% | 101 | +6,272 | 7.77% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 84,449 | 11,372 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 83,470 | 11,240 | 0.01% | 0.0% | 103 | +22,993 | 38.02% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 78,831 | 10,616 | 0.01% | 0.01% | 104 | +7,722 | 10.86% | Q1 2026 | May 12, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 77,547 | 10,443 | 0.11% | 0.15% | 105 | -22,286 | -22.32% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 77,516 | 10,439 | 0.01% | — | 106 | +77,516 | New | Q1 2026 | May 08, 2026 |
| Aventail Capital Group, LP | History | Reduced | 72,579 | 9,774 | 0.47% | 0.61% | 107 | -15,533 | -17.63% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 69,406 | 9,346 | 0.01% | 0.01% | 108 | +20,428 | 41.71% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 68,850 | 9,272 | 0.02% | 0.01% | 109 | +22,566 | 48.76% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 68,550 | 9,231 | 0.01% | 0.01% | 110 | +6,800 | 11.01% | Q1 2026 | May 06, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 64,279 | 8,656 | 0.02% | 0.02% | 111 | -6,719 | -9.46% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 63,995 | 8,618 | 0.01% | 0.0% | 112 | +38,997 | 156.0% | Q1 2026 | May 15, 2026 |
| RR Advisors, LLC | History | No change | 61,733 | 8,313 | 2.31% | 2.31% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 61,726 | 8,312 | 0.01% | 0.01% | 114 | +18,555 | 42.98% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 60,836 | 8,192 | 0.01% | 0.01% | 115 | -4,046 | -6.24% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 57,610 | 7,758 | 0.02% | 0.0% | 116 | +55,663 | 2858.91% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 56,640 | 7,627 | 0.01% | 0.01% | 117 | +815 | 1.46% | Q1 2026 | May 12, 2026 |
| TWINBEECH CAPITAL LP | History | New | 56,600 | 7,622 | 0.79% | — | 118 | +56,600 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 55,901 | 7,528 | 0.16% | 0.17% | 119 | -11,224 | -16.72% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 52,709 | 7,098 | 0.53% | 0.47% | 120 | -5 | -0.01% | Q1 2026 | Apr 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 51,869 | 6,985 | 0.04% | 0.27% | 121 | -316,032 | -85.9% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 50,013 | 6,735 | 0.03% | 0.03% | 122 | +336 | 0.68% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 49,232 | 6,630 | 0.0% | 0.0% | 123 | +15,908 | 47.74% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 49,067 | 6,607 | 0.01% | 0.01% | 124 | +3,307 | 7.23% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 48,964 | 6,593 | 0.0% | 0.0% | 125 | -345 | -0.7% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 47,894 | 6,449 | 0.05% | — | 126 | +47,894 | New | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 47,280 | 6,367 | 0.0% | — | 127 | +47,280 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 46,770 | 6,298 | 0.0% | — | 128 | +46,770 | New | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 46,295 | 6,234 | 0.0% | 0.01% | 129 | -162,097 | -77.78% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 46,270 | 6,233 | 0.0% | 0.0% | 130 | +2,200 | 4.99% | Q1 2026 | May 18, 2026 |
| AMALGAMATED BANK | History | Added to | 45,994 | 6,194 | 0.05% | 0.04% | 131 | +1,147 | 2.56% | Q1 2026 | May 08, 2026 |
| Yost Capital Management, LP | History | No change | 50,000 | 5,984 | 8.68% | 8.68% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 43,707 | 5,886 | 0.01% | 0.01% | 133 | -32,076 | -42.33% | Q1 2026 | May 14, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 43,435 | 5,849 | 0.02% | 0.02% | 134 | +930 | 2.19% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 43,058 | 5,798 | 0.05% | 0.04% | 135 | +113 | 0.26% | Q1 2026 | Apr 29, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 42,021 | 5,659 | 0.1% | 0.16% | 136 | -40,326 | -48.97% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 41,801 | 5,629 | 0.02% | 0.02% | 137 | -2,887 | -6.46% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,064 | 5,531 | 0.01% | 0.01% | 138 | +2,166 | 5.57% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 41,011 | 5,522 | 0.06% | 0.05% | 139 | +180 | 0.44% | Q1 2026 | Apr 20, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 40,383 | 5,438 | 0.0% | 0.0% | 140 | +1,346 | 3.45% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 40,353 | 5,434 | 0.01% | 0.01% | 141 | +12 | 0.03% | Q1 2026 | May 01, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 39,464 | 5,314 | 0.01% | 0.01% | 142 | +2,215 | 5.95% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 38,963 | 5,247 | 0.06% | 0.05% | 143 | -3,352 | -7.92% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 38,448 | 5,177 | 0.01% | 0.0% | 144 | +5,847 | 17.94% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 38,293 | 5,156 | 0.01% | 0.0% | 145 | +36,463 | 1992.51% | Q1 2026 | May 01, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 36,367 | 4,917 | 0.0% | 0.0% | 146 | +24,903 | 217.23% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 36,163 | 4,870 | 0.01% | 0.01% | 147 | -1,170 | -3.13% | Q1 2026 | Apr 27, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 35,533 | 4,785 | 0.01% | 0.01% | 148 | +5,528 | 18.42% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 35,063 | 4,721 | 0.01% | 0.01% | 149 | +519 | 1.5% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 34,955 | 4,707 | 0.01% | 0.01% | 150 | +15,000 | 75.17% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 34,379 | 4,629 | 0.01% | 0.09% | 151 | -335,359 | -90.7% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 34,237 | 4,610 | 0.02% | 0.01% | 152 | +3,372 | 10.92% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 38,256 | 4,578 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 33,613 | 4,526 | 0.03% | 0.02% | 154 | -2,614 | -7.22% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 32,851 | 4,423 | 0.02% | 0.02% | 155 | +122 | 0.37% | Q1 2026 | May 05, 2026 |
| Sagefield Capital LP | History | Reduced | 32,767 | 4,412 | 0.32% | 0.49% | 156 | -15,346 | -31.9% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 32,759 | 4,411 | 0.0% | 0.0% | 157 | -113,974 | -77.67% | Q1 2026 | May 15, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 32,500 | 4,378 | 0.31% | 0.29% | 158 | -8,500 | -20.73% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | New | 32,268 | 4,345 | 0.03% | — | 159 | +32,268 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 32,039 | 4,314 | 0.01% | 0.01% | 160 | +4,000 | 14.27% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 30,044 | 4,046 | 0.02% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 29,987 | 4,038 | 0.09% | 0.08% | 162 | +125 | 0.42% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 29,965 | 4,035 | 0.05% | 0.04% | 163 | -1,614 | -5.11% | Q1 2026 | Apr 24, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 29,561 | 3,980 | 0.12% | 0.11% | 164 | +97 | 0.33% | Q1 2026 | May 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 29,500 | 3,972 | 0.07% | 0.06% | 165 | +1,400 | 4.98% | Q1 2026 | Apr 20, 2026 |
| CITY HOLDING CO | History | Added to | 29,410 | 3,960 | 0.5% | 0.41% | 166 | +1,267 | 4.5% | Q1 2026 | Apr 15, 2026 |
| Informed Momentum Co LLC | History | New | 29,381 | 3,956 | 0.46% | — | 167 | +29,381 | New | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 29,270 | 3,942 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 29,044 | 3,911 | 0.03% | 0.01% | 169 | +24,240 | 504.58% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 28,617 | 3,867 | 0.02% | 0.01% | 170 | +279 | 0.98% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,523 | 3,841 | 0.01% | 0.0% | 171 | +1,467 | 5.42% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 28,024 | 3,773 | 0.21% | 0.19% | 172 | -4,739 | -14.46% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 27,931 | 3,761 | 0.02% | 0.02% | 173 | -482 | -1.7% | Q1 2026 | May 01, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 25,570 | 3,443 | 0.03% | 0.03% | 174 | -338 | -1.3% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 25,495 | 3,433 | 0.01% | — | 175 | +25,495 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 25,475 | 3,430 | 0.02% | 0.02% | 176 | +32 | 0.13% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 24,685 | 3,324 | 0.02% | 0.01% | 177 | +89 | 0.36% | Q1 2026 | May 26, 2026 |
| CITIGROUP INC | History | Reduced | 24,560 | 3,307 | 0.0% | 0.0% | 178 | -14,934 | -37.81% | Q1 2026 | May 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 24,455 | 3,293 | 0.02% | 0.01% | 179 | +400 | 1.66% | Q1 2026 | May 04, 2026 |
| Hudson Bay Capital Management LP | History | New | 24,431 | 3,290 | 0.01% | — | 180 | +24,431 | New | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,062 | 3,240 | 0.01% | 0.01% | 181 | +1,786 | 8.02% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 23,897 | 3,218 | 0.01% | — | 182 | +23,897 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 23,300 | 3,154 | 0.01% | 0.01% | 183 | +800 | 3.56% | Q1 2026 | Apr 29, 2026 |
| Verition Fund Management LLC | History | Reduced | 23,037 | 3,102 | 0.02% | 0.09% | 184 | -175,397 | -88.39% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 22,779 | 3,067 | 0.05% | 0.03% | 185 | +31 | 0.14% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 22,406 | 3,017 | 0.0% | 0.0% | 186 | +2,267 | 11.26% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 21,541 | 2,900 | 0.02% | 0.02% | 187 | +3,972 | 22.61% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 21,233 | 2,859 | 0.02% | 0.03% | 188 | -10,005 | -32.03% | Q1 2026 | May 01, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 20,915 | 2,816 | 0.04% | 0.03% | 189 | +600 | 2.95% | Q1 2026 | Apr 29, 2026 |
| Harvest Investment Services, LLC | History | New | 20,609 | 2,775 | 0.51% | — | 190 | +20,609 | New | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 20,423 | 2,750 | 0.01% | 0.01% | 191 | +400 | 2.0% | Q1 2026 | May 11, 2026 |
| Ausbil Investment Management Ltd | History | No change | 20,152 | 2,697 | 1.34% | 1.37% | 192 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 19,979 | 2,675 | 0.01% | 0.01% | 193 | +9,639 | 93.22% | Q1 2026 | May 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 19,748 | 2,659 | 0.08% | 0.07% | 194 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Amundi | History | Added to | 19,508 | 2,627 | 0.0% | 0.0% | 195 | +10,409 | 114.4% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,875 | 2,481 | 0.0% | 0.0% | 196 | +2,309 | 13.14% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 18,410 | 2,479 | 0.0% | 0.03% | 197 | -185,832 | -90.99% | Q1 2026 | May 15, 2026 |
| First American Bank | History | Added to | 18,311 | 2,465 | 0.15% | 0.13% | 198 | +238 | 1.32% | Q1 2026 | Apr 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 18,197 | 2,450 | 0.03% | 0.01% | 199 | +14,955 | 461.29% | Q1 2026 | May 08, 2026 |
| Heights Point Management, LP | History | New | 17,780 | 2,394 | 2.22% | — | 200 | +17,780 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,767 | 2,392 | 0.0% | 0.0% | 201 | +1,965 | 12.44% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 17,767 | 2,392 | 0.0% | 0.0% | 202 | +163 | 0.93% | Q1 2026 | May 11, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 17,703 | 2,384 | 0.11% | 0.1% | 203 | -2,119 | -10.69% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 17,616 | 2,372 | 1.01% | 0.84% | 204 | +363 | 2.1% | Q1 2026 | May 14, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 17,477 | 2,353 | 0.17% | 0.15% | 205 | -244 | -1.38% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 16,734 | 2,253 | 0.0% | 0.0% | 206 | +856 | 5.39% | Q1 2026 | Apr 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 16,521 | 2,239 | 0.01% | 0.01% | 207 | +5 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Reduced | 16,415 | 2,210 | 0.06% | 0.06% | 208 | -398 | -2.37% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 16,297 | 2,194 | 0.01% | 0.01% | 209 | -9,248 | -36.2% | Q1 2026 | May 04, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 16,273 | 2,191 | 0.09% | 0.08% | 210 | +615 | 3.93% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,237 | 2,187 | 0.01% | 0.0% | 211 | +1,226 | 8.17% | Q1 2026 | Apr 30, 2026 |
| Covalis Capital LLP | History | Reduced | 15,814 | 2,129 | 0.13% | 0.7% | 212 | -67,031 | -80.91% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 15,701 | 2,114 | 0.02% | 0.02% | 213 | +687 | 4.58% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 15,465 | 2,082 | 0.0% | — | 214 | +15,465 | New | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 15,182 | 2,045 | 0.0% | 0.04% | 215 | -147,921 | -90.69% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 15,132 | 2,037 | 0.02% | — | 216 | +15,132 | New | Q1 2026 | May 11, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 15,000 | 2,020 | 0.4% | 0.35% | 217 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 14,734 | 1,984 | 0.19% | 0.18% | 218 | +109 | 0.75% | Q1 2026 | Apr 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 14,716 | 1,981 | 0.0% | 0.0% | 219 | -130 | -0.88% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,541 | 1,958 | 0.02% | 0.02% | 220 | -2,571 | -15.02% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,449 | 1,945 | 0.07% | 0.06% | 221 | +1,166 | 8.78% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 14,383 | 1,936 | 0.01% | 0.01% | 222 | +492 | 3.54% | Q1 2026 | Jun 02, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 13,939 | 1,877 | 0.04% | 0.04% | 223 | -515 | -3.56% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,893 | 1,870 | 0.0% | 0.0% | 224 | -486 | -3.38% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,841 | 1,863 | 0.0% | 0.0% | 225 | -10,276 | -42.61% | Q1 2026 | May 12, 2026 |
| NATIXIS | History | Reduced | 13,693 | 1,844 | 0.01% | 0.02% | 226 | -24,158 | -63.82% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 13,644 | 1,837 | 0.02% | 0.03% | 227 | -1,524 | -10.05% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 13,422 | 1,807 | 0.01% | 0.01% | 228 | -404 | -2.92% | Q1 2026 | Apr 29, 2026 |
| XPONANCE LLC | History | Added to | 13,219 | 1,780 | 0.01% | 0.01% | 229 | +2,908 | 28.2% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 12,257 | 1,774 | 0.11% | 0.1% | 230 | -1,318 | -9.71% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 12,998 | 1,753 | 0.01% | 0.01% | 231 | -2,128 | -14.07% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 12,842 | 1,729 | 0.01% | 0.01% | 232 | +120 | 0.94% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 12,551 | 1,690 | 0.03% | 0.02% | 233 | +1,161 | 10.19% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,518 | 1,685 | 0.01% | 0.01% | 234 | +2,430 | 24.09% | Q1 2026 | Apr 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 12,423 | 1,673 | 0.01% | 0.01% | 235 | +3,367 | 37.18% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | New | 12,395 | 1,669 | 0.01% | — | 236 | +12,395 | New | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,303 | 1,667 | 0.01% | 0.0% | 237 | +4,257 | 52.91% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 12,300 | 1,656 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,046 | 1,624 | 0.0% | 0.0% | 239 | +10 | 0.08% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 11,607 | 1,563 | 0.0% | 0.0% | 240 | +4,926 | 73.73% | Q1 2026 | May 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 11,212 | 1,509 | 0.45% | 0.41% | 241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,954 | 1,475 | 0.01% | 0.01% | 242 | -2,480 | -18.46% | Q1 2026 | Apr 30, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 10,875 | 1,465 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | Added to | 10,820 | 1,457 | 0.19% | 0.09% | 244 | +7,472 | 223.18% | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 10,749 | 1,447 | 0.09% | 0.08% | 245 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 10,624 | 1,430 | 0.25% | 0.21% | 246 | +703 | 7.09% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,541 | 1,419 | 0.0% | 0.0% | 247 | +3,068 | 41.05% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 10,288 | 1,385 | 0.04% | 0.04% | 248 | +295 | 2.95% | Q1 2026 | May 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 10,257 | 1,381 | 0.64% | — | 249 | +10,257 | New | Q1 2026 | Apr 22, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 10,190 | 1,358 | 0.25% | 0.21% | 250 | -103 | -1.0% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 10,065 | 1,355 | 0.12% | — | 251 | +10,065 | New | Q1 2026 | May 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 10,048 | 1,353 | 0.01% | 0.0% | 252 | +3,160 | 45.88% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,015 | 1,342 | 0.0% | 0.0% | 254 | -4,080 | -28.95% | Q1 2026 | Apr 08, 2026 |
| Metis Global Partners, LLC | History | Reduced | 9,970 | 1,342 | 0.03% | 0.03% | 253 | -122 | -1.21% | Q1 2026 | May 07, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 9,842 | 1,325 | 0.0% | 0.0% | 255 | -1,815 | -15.57% | Q1 2026 | May 11, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 9,830 | 1,323 | 0.04% | 0.03% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 8,869 | 1,286 | 0.03% | — | 257 | +8,869 | New | Q1 2026 | May 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 9,479 | 1,276 | 0.1% | 0.09% | 258 | +147 | 1.58% | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,461 | 1,274 | 0.04% | 0.03% | 259 | -3 | -0.03% | Q1 2026 | Apr 23, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 9,333 | 1,256 | 0.02% | 0.01% | 260 | +3,957 | 73.6% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,941 | 1,204 | 0.0% | 0.0% | 261 | -315 | -3.4% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,658 | 1,165 | 0.14% | — | 262 | +8,658 | New | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 8,509 | 1,145 | 0.01% | 0.0% | 263 | +3,844 | 82.4% | Q1 2026 | May 07, 2026 |
| GABELLI FUNDS LLC | History | No change | 8,500 | 1,144 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,397 | 1,130 | 0.01% | 0.03% | 265 | -15,024 | -64.15% | Q1 2026 | May 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 8,329 | 1,121 | 0.02% | 0.01% | 266 | -87 | -1.03% | Q1 2026 | May 11, 2026 |
| Palo Duro Investment Partners, LP | History | Added to | 8,223 | 1,107 | 0.22% | 0.24% | 267 | +1,522 | 22.71% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,127 | 1,094 | 0.0% | 0.0% | 268 | +439 | 5.71% | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | Reduced | 8,121 | 1,093 | 0.0% | 0.0% | 269 | -480 | -5.58% | Q1 2026 | May 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 7,965 | 1,074 | 0.0% | 0.0% | 270 | +5,094 | 177.43% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,916 | 1,066 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 7,923 | 1,060 | 0.02% | 0.02% | 272 | +362 | 4.79% | Q1 2026 | May 14, 2026 |
| PDT Partners, LLC | History | No change | 7,746 | 1,043 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 7,506 | 1,020 | 0.02% | 0.03% | 275 | -2,893 | -27.82% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,578 | 1,020 | 0.0% | 0.0% | 274 | +626 | 9.0% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | Added to | 7,505 | 1,010 | 0.02% | 0.01% | 276 | +56 | 0.75% | Q1 2026 | May 08, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 7,494 | 1,009 | 0.04% | 0.03% | 277 | +114 | 1.54% | Q1 2026 | May 01, 2026 |
| VestGen Investment Management | History | Reduced | 7,459 | 1,004 | 0.55% | 0.51% | 278 | -239 | -3.1% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,397 | 996 | 0.0% | 0.0% | 279 | -34,213 | -82.22% | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Reduced | 7,392 | 995 | 0.02% | 0.01% | 280 | -449 | -5.73% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,341 | 988 | 0.0% | 0.0% | 281 | +795 | 12.14% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,240 | 980 | 0.0% | 0.0% | 282 | +4,390 | 154.04% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,268 | 978 | 0.0% | 0.0% | 284 | +1,321 | 22.21% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | No change | 7,269 | 978 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 7,256 | 977 | 0.0% | 0.0% | 285 | +76 | 1.06% | Q1 2026 | May 04, 2026 |
| WNY Asset Management, LLC | History | New | 7,234 | 974 | 0.1% | — | 286 | +7,234 | New | Q1 2026 | May 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 7,057 | 950 | 0.03% | 0.03% | 287 | -1,321 | -15.77% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 7,028 | 946 | 0.08% | 0.05% | 288 | +2,153 | 44.16% | Q1 2026 | Apr 28, 2026 |
| Williamson Legacy Group, LLC | History | Added to | 7,021 | 945 | 0.71% | 0.62% | 289 | +407 | 6.15% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 6,650 | 895 | 0.01% | 0.02% | 290 | -1,494 | -18.34% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 6,582 | 886 | 0.02% | — | 291 | +6,582 | New | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 6,572 | 885 | 0.03% | 0.02% | 292 | +2,378 | 56.7% | Q1 2026 | Apr 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,493 | 874 | 0.02% | — | 293 | +6,493 | New | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 6,442 | 867 | 0.01% | 0.01% | 294 | +509 | 8.58% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,310 | 849 | 0.02% | 0.01% | 295 | +215 | 3.53% | Q1 2026 | Jun 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 6,265 | 843 | 0.0% | 0.0% | 296 | +3 | 0.05% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 6,054 | 815 | 0.0% | 0.0% | 297 | +1,375 | 29.39% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,000 | 808 | 0.0% | 0.0% | 298 | +4,250 | 242.86% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 5,994 | 807 | 0.21% | 0.16% | 299 | +1,105 | 22.6% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,981 | 805 | 0.01% | 0.01% | 300 | +1,094 | 22.39% | Q1 2026 | Apr 20, 2026 |
| FSA Advisors, Inc. | History | Added to | 5,971 | 804 | 0.53% | 0.46% | 301 | +435 | 7.86% | Q1 2026 | May 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 5,674 | 764 | 0.01% | 0.01% | 302 | -1,225 | -17.76% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | Added to | 5,657 | 761 | 0.04% | 0.03% | 303 | +414 | 7.9% | Q1 2026 | Apr 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 5,610 | 755 | 0.03% | 0.03% | 304 | +8 | 0.14% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,546 | 746 | 0.0% | 0.0% | 305 | +130 | 2.4% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,399 | 727 | 0.02% | 0.02% | 307 | +883 | 19.55% | Q1 2026 | May 15, 2026 |
| Utah Retirement Systems | History | No change | 5,401 | 727 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 5,271 | 709 | 0.03% | 0.03% | 308 | +17 | 0.32% | Q1 2026 | Apr 27, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 5,900 | 706 | 0.21% | 0.21% | 309 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MARSHALL WACE, LLP | History | Added to | 5,200 | 700 | 0.0% | 0.0% | 310 | +1,985 | 61.74% | Q1 2026 | May 14, 2026 |
| Dockside LLC | History | Reduced | 5,152 | 693 | 0.17% | 0.24% | 311 | -2,820 | -35.37% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 5,092 | 685 | 0.01% | 0.01% | 312 | -476 | -8.55% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | New | 5,084 | 684 | 0.0% | — | 313 | +5,084 | New | Q1 2026 | May 14, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 5,014 | 675 | 0.25% | 0.22% | 314 | -166 | -3.2% | Q1 2026 | Apr 09, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 5,003 | 673 | 0.01% | 0.0% | 315 | +2,523 | 101.73% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,001 | 673 | 0.0% | 0.0% | 316 | +637 | 14.6% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Reduced | 4,979 | 670 | 0.02% | 0.01% | 317 | -124 | -2.43% | Q1 2026 | May 13, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 4,796 | 645 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 4,772 | 642 | 0.54% | 0.47% | 319 | +8 | 0.17% | Q1 2026 | Apr 13, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 4,710 | 634 | 0.03% | 0.02% | 320 | -37 | -0.78% | Q1 2026 | May 07, 2026 |
| Hardy Reed LLC | History | Added to | 4,700 | 632 | 0.05% | 0.03% | 321 | +1,230 | 35.45% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,653 | 626 | 0.02% | 0.01% | 322 | +1,427 | 44.23% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 4,557 | 613 | 0.15% | 0.13% | 323 | -35 | -0.76% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,395 | 595 | 0.01% | 0.01% | 324 | -15 | -0.34% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,358 | 586 | 0.04% | 0.03% | 325 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,344 | 585 | 0.01% | 0.01% | 326 | +140 | 3.33% | Q1 2026 | Apr 21, 2026 |
| MQS Management LLC | History | New | 4,313 | 580 | 0.39% | — | 327 | +4,313 | New | Q1 2026 | Apr 23, 2026 |
| M1 Capital Management LLC | History | Added to | 4,102 | 552 | 0.25% | 0.2% | 328 | +7 | 0.17% | Q1 2026 | May 08, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 4,082 | 549 | 0.2% | 0.17% | 329 | +110 | 2.77% | Q1 2026 | May 15, 2026 |
| Impact Capital Partners LLC | History | Added to | 4,009 | 539 | 0.16% | 0.14% | 330 | +12 | 0.3% | Q1 2026 | Apr 10, 2026 |
| Asset Management One Co., Ltd. | History | No change | 3,976 | 535 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INCEPTIONR LLC | History | New | 3,958 | 533 | 0.13% | — | 332 | +3,958 | New | Q1 2026 | May 14, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 3,923 | 528 | 0.2% | 0.13% | 333 | -708 | -15.29% | Q1 2026 | May 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,920 | 527 | 0.01% | 0.01% | 334 | +486 | 14.15% | Q1 2026 | Apr 20, 2026 |
| Procyon Advisors, LLC | History | Added to | 3,905 | 525 | 0.03% | 0.02% | 335 | +342 | 9.6% | Q1 2026 | May 04, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 3,702 | 518 | 0.06% | 0.07% | 336 | +131 | 3.67% | Q1 2026 | Jun 01, 2026 |
| Strategic Financial Group, LLC | History | New | 3,772 | 507 | 0.52% | — | 337 | +3,772 | New | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 3,701 | 498 | 0.03% | 0.04% | 338 | +18 | 0.49% | Q1 2026 | May 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,651 | 491 | 0.01% | 0.01% | 339 | +1,469 | 67.32% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 3,646 | 490 | 0.0% | 0.0% | 340 | +297 | 8.87% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,646 | 488 | 0.0% | 0.0% | 341 | +818 | 28.93% | Q1 2026 | Apr 07, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 3,623 | 487 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 3,578 | 481 | 0.0% | 0.0% | 343 | -173 | -4.61% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,494 | 470 | 0.0% | 0.0% | 344 | +925 | 36.01% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 3,466 | 466 | 0.01% | 0.01% | 345 | +305 | 9.65% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,436 | 462 | 0.0% | — | 347 | +3,436 | New | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,435 | 462 | 0.02% | 0.01% | 346 | +365 | 11.89% | Q1 2026 | Apr 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,426 | 461 | 0.01% | 0.01% | 348 | -2,589 | -43.04% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Added to | 3,435 | 461 | 0.01% | 0.01% | 351 | +75 | 2.23% | Q1 2026 | Apr 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,428 | 461 | 0.01% | 0.01% | 349 | +22 | 0.65% | Q1 2026 | May 14, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 3,407 | 461 | 0.2% | 0.18% | 350 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 3,389 | 456 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 3,372 | 454 | 0.01% | 0.01% | 353 | -212 | -5.92% | Q1 2026 | Apr 06, 2026 |
| LeClair Wealth Partners LLC | History | New | 3,353 | 451 | 0.16% | — | 355 | +3,353 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 3,353 | 451 | 0.16% | 0.15% | 354 | -53 | -1.56% | Q1 2026 | May 05, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 3,300 | 444 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 3,296 | 443 | 0.02% | 0.02% | 357 | -88 | -2.6% | Q1 2026 | Apr 29, 2026 |
| KBC Group NV | History | Added to | 3,282 | 442 | 0.0% | 0.0% | 358 | +279 | 9.29% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 3,213 | 435 | 0.01% | 0.02% | 359 | +306 | 10.53% | Q1 2026 | Apr 27, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | New | 3,200 | 430 | 0.08% | — | 361 | +3,200 | New | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,191 | 430 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CIBC Asset Management Inc | History | No change | 3,170 | 426 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ELCO Management Co., LLC | History | No change | 3,150 | 424 | 0.2% | 0.24% | 363 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Dougherty & Associates, LLC | History | Added to | 3,140 | 422 | 0.39% | 0.33% | 364 | +22 | 0.71% | Q1 2026 | Apr 21, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 3,107 | 418 | 0.09% | 0.07% | 365 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Secure Asset Management, LLC | History | Reduced | 3,024 | 407 | 0.06% | 0.07% | 366 | -660 | -17.92% | Q1 2026 | Apr 09, 2026 |
| North Dakota State Investment Board | History | Reduced | 2,966 | 399 | 0.02% | 0.02% | 367 | -619 | -17.27% | Q1 2026 | May 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 2,948 | 396 | 0.12% | 0.07% | 368 | +867 | 41.66% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,171 | 389 | 0.0% | 0.0% | 369 | +205 | 6.91% | Q1 2026 | May 15, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 2,864 | 385 | 0.14% | 0.12% | 371 | +55 | 1.96% | Q1 2026 | May 07, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 2,864 | 385 | 0.02% | 0.02% | 370 | -14 | -0.49% | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 2,825 | 380 | 0.0% | 0.0% | 372 | -788 | -21.81% | Q1 2026 | May 13, 2026 |
| NORDEN GROUP LLC | History | Added to | 2,817 | 379 | 0.04% | 0.03% | 373 | +243 | 9.44% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 2,774 | 373 | 0.0% | — | 374 | +2,774 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 2,753 | 370 | 0.18% | 0.16% | 375 | +12 | 0.44% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,732 | 367 | 0.01% | 0.01% | 376 | -50 | -1.8% | Q1 2026 | Apr 17, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 2,647 | 367 | 0.02% | 0.02% | 377 | +28 | 1.07% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 2,720 | 366 | 0.0% | 0.0% | 378 | +83 | 3.15% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,707 | 364 | 0.01% | 0.01% | 379 | -13 | -0.48% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,689 | 362 | 0.0% | 0.0% | 380 | -942 | -25.94% | Q1 2026 | Apr 20, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 2,672 | 359 | 0.01% | 0.02% | 381 | -719 | -21.2% | Q1 2026 | Apr 29, 2026 |
| Hudson Value Partners, LLC | History | No change | 2,651 | 357 | 0.11% | 0.09% | 382 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,644 | 356 | 0.0% | — | 384 | +2,644 | New | Q1 2026 | May 12, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 2,645 | 356 | 0.0% | 0.0% | 383 | +42 | 1.61% | Q1 2026 | Apr 13, 2026 |
| Advisory Alpha, LLC | History | New | 2,625 | 353 | 0.01% | — | 385 | +2,625 | New | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | New | 2,614 | 352 | 0.0% | — | 386 | +2,614 | New | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Added to | 2,559 | 344 | 0.07% | 0.06% | 387 | +302 | 13.38% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,542 | 342 | 0.01% | 0.0% | 389 | +122 | 5.04% | Q1 2026 | Apr 07, 2026 |
| Ballentine Partners, LLC | History | Reduced | 2,544 | 342 | 0.0% | 0.0% | 388 | -16 | -0.63% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 2,529 | 340 | 0.06% | 0.05% | 390 | +4 | 0.16% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 2,523 | 339 | 0.02% | 0.02% | 391 | -353 | -12.27% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | No change | 2,503 | 337 | 0.03% | 0.02% | 392 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Apella Capital, LLC | History | New | 2,496 | 335 | 0.0% | — | 393 | +2,496 | New | Q1 2026 | Apr 20, 2026 |
| OneAscent Investment Solutions LLC | History | Added to | 2,465 | 331 | 0.33% | 0.29% | 395 | +186 | 8.16% | Q1 2026 | Apr 29, 2026 |
| GREENLEAF TRUST | History | Added to | 2,463 | 331 | 0.0% | 0.0% | 394 | +62 | 2.58% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,435 | 327 | 0.0% | — | 397 | +2,435 | New | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 2,430 | 327 | 0.05% | — | 396 | +2,430 | New | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 2,427 | 326 | 0.0% | 0.0% | 398 | -3 | -0.12% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,402 | 325 | 0.0% | 0.0% | 399 | -888 | -26.99% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,418 | 325 | 0.01% | 0.01% | 400 | -10 | -0.41% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 2,410 | 324 | 0.03% | 0.03% | 401 | +50 | 2.12% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 2,392 | 322 | 0.0% | 0.0% | 402 | -129 | -5.12% | Q1 2026 | May 01, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,377 | 320 | 0.02% | 0.02% | 403 | +272 | 12.92% | Q1 2026 | Apr 17, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 2,349 | 316 | 0.01% | 0.01% | 404 | +137 | 6.19% | Q1 2026 | Apr 24, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,342 | 315 | 0.0% | 0.0% | 406 | +568 | 32.02% | Q1 2026 | May 14, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 2,346 | 315 | 0.02% | 0.01% | 405 | +13 | 0.56% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | New | 2,328 | 313 | 0.0% | — | 407 | +2,328 | New | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 2,312 | 311 | 0.0% | — | 409 | +2,312 | New | Q1 2026 | Jun 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,307 | 311 | 0.01% | 0.0% | 408 | +469 | 25.52% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,305 | 310 | 0.0% | 0.0% | 410 | -3 | -0.13% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 2,296 | 309 | 0.0% | — | 412 | +2,296 | New | Q1 2026 | May 13, 2026 |
| MORTON COMMUNITY BANK | History | No change | 2,300 | 309 | 0.07% | 0.06% | 411 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Reduced | 2,289 | 308 | 0.03% | 0.3% | 413 | -18,271 | -88.87% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 2,243 | 302 | 0.03% | — | 414 | +2,243 | New | Q1 2026 | May 14, 2026 |
| Hummer Financial Advisory Services Inc | History | Added to | 2,205 | 298 | 0.21% | 0.18% | 415 | +100 | 4.75% | Q1 2026 | Apr 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 2,195 | 295 | 0.0% | 0.0% | 416 | +156 | 7.65% | Q1 2026 | May 15, 2026 |
| Finward Bancorp | History | No change | 2,185 | 294 | 0.24% | 0.2% | 417 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,148 | 289 | 0.0% | 0.0% | 418 | +8 | 0.37% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,079 | 280 | 0.0% | 0.0% | 419 | +111 | 5.64% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,075 | 279 | 0.0% | 0.0% | 420 | +1,201 | 137.41% | Q1 2026 | May 08, 2026 |
| EntryPoint Capital, LLC | History | Added to | 2,057 | 277 | 0.08% | 0.09% | 421 | +186 | 9.94% | Q1 2026 | May 14, 2026 |
| Antonelli Financial Advisors, LLC | History | New | 2,051 | 276 | 0.19% | — | 422 | +2,051 | New | Q1 2026 | Apr 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 2,046 | 275 | 0.02% | — | 423 | +2,046 | New | Q1 2026 | Apr 30, 2026 |
| Values First Advisors, Inc. | History | Added to | 2,038 | 274 | 0.14% | 0.11% | 426 | +338 | 19.88% | Q1 2026 | Apr 17, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,038 | 274 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 2,292 | 274 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 2,000 | 271 | 0.01% | 0.01% | 427 | +198 | 10.99% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,008 | 270 | 0.0% | 0.0% | 428 | -34 | -1.67% | Q1 2026 | May 05, 2026 |
| McMillan Office, Inc. | History | No change | 2,009 | 270 | 0.03% | 0.03% | 429 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 1,988 | 267 | 0.01% | 0.01% | 430 | -65 | -3.17% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 1,969 | 266 | 0.01% | 0.01% | 431 | -721 | -26.8% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,195 | 262 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,950 | 261 | 0.02% | 0.02% | 433 | -319 | -14.06% | Q1 2026 | May 01, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 2,169 | 259 | 0.19% | 0.19% | 434 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 1,924 | 259 | 0.03% | 0.03% | 435 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Compound Planning, Inc. | History | New | 1,917 | 258 | 0.01% | — | 436 | +1,917 | New | Q1 2026 | May 14, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 1,904 | 256 | 0.18% | 0.16% | 437 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Added to | 1,886 | 255 | 0.0% | 0.0% | 438 | +20 | 1.07% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,872 | 252 | 0.0% | 0.04% | 439 | -23,746 | -92.69% | Q1 2026 | May 14, 2026 |
| Redwood Wealth Management Group, LLC | History | No change | 1,850 | 249 | 0.11% | 0.09% | 440 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,846 | 248 | 0.03% | 0.03% | 442 | +3 | 0.16% | Q1 2026 | Apr 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 1,848 | 248 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,839 | 247 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 1,822 | 245 | 0.0% | — | 446 | +1,822 | New | Q1 2026 | May 15, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 1,823 | 245 | 0.12% | 0.12% | 444 | -186 | -9.26% | Q1 2026 | Apr 29, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 1,824 | 245 | 0.04% | 0.04% | 445 | -108 | -5.59% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 1,801 | 243 | 0.02% | 0.03% | 447 | -1,147 | -38.91% | Q1 2026 | May 08, 2026 |
| GEM Asset Management, LLC | History | No change | 1,810 | 243 | 0.11% | 0.1% | 448 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,795 | 241 | 0.02% | — | 450 | +1,795 | New | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 1,791 | 241 | 0.02% | 0.02% | 449 | -400 | -18.26% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,785 | 240 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 1,777 | 239 | 0.03% | — | 452 | +1,777 | New | Q1 2026 | Apr 17, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 1,772 | 238 | 0.06% | 0.05% | 453 | +24 | 1.37% | Q1 2026 | Apr 09, 2026 |
| OneAscent Financial Services LLC | History | New | 1,758 | 236 | 0.01% | — | 454 | +1,758 | New | Q1 2026 | Apr 21, 2026 |
| Kovack Advisors, Inc. | History | New | 1,758 | 235 | 0.01% | — | 456 | +1,758 | New | Q1 2026 | May 12, 2026 |
| Wellington Shields & Co., LLC | History | No change | 1,750 | 235 | 0.06% | 0.05% | 455 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Checchi Capital Advisers, LLC | History | New | 1,745 | 234 | 0.01% | — | 458 | +1,745 | New | Q1 2026 | May 04, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 1,742 | 234 | 0.06% | — | 459 | +1,742 | New | Q1 2026 | May 15, 2026 |
| Stephens Consulting, LLC | History | No change | 1,960 | 234 | 0.08% | 0.08% | 457 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,732 | 233 | 0.0% | — | 460 | +1,732 | New | Q1 2026 | Apr 20, 2026 |
| Curated Wealth Partners LLC | History | No change | 1,722 | 231 | 0.03% | 0.02% | 461 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Asset Advisory Services LLC | History | New | 1,747 | 230 | 0.01% | — | 464 | +1,747 | New | Q1 2026 | Apr 24, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 1,711 | 230 | 0.13% | 0.13% | 463 | -624 | -26.72% | Q1 2026 | Apr 14, 2026 |
| Inscription Capital, LLC | History | Added to | 1,715 | 230 | 0.02% | 0.02% | 462 | +13 | 0.76% | Q1 2026 | Apr 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 1,704 | 229 | 0.0% | 0.0% | 465 | -564 | -24.87% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,700 | 228 | 0.0% | 0.0% | 468 | -858 | -33.54% | Q1 2026 | May 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,694 | 228 | 0.0% | 0.0% | 466 | +6 | 0.36% | Q1 2026 | Apr 21, 2026 |
| Amplify Investments, LLC | History | No change | 1,700 | 228 | 4.09% | 4.19% | 467 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,675 | 225 | 0.01% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BALANCED WEALTH GROUP LLC | History | New | 1,648 | 221 | 0.08% | — | 470 | +1,648 | New | Q1 2026 | Apr 23, 2026 |
| Columbia Asset Management | History | New | 1,633 | 219 | 0.04% | — | 471 | +1,633 | New | Q1 2026 | Apr 20, 2026 |
| C2C Wealth Management, LLC | History | New | 1,632 | 219 | 0.19% | — | 472 | +1,632 | New | Q1 2026 | Apr 20, 2026 |
| Quadrature Capital Ltd | History | New | 1,606 | 216 | 0.0% | — | 475 | +1,606 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,605 | 216 | 0.0% | 0.0% | 473 | -585 | -26.71% | Q1 2026 | May 01, 2026 |
| Chicago Capital, LLC | History | Reduced | 1,608 | 216 | 0.01% | 0.01% | 474 | -250 | -13.46% | Q1 2026 | Apr 23, 2026 |
| Candriam S.C.A. | History | New | 1,599 | 215 | 0.0% | — | 476 | +1,599 | New | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | New | 1,598 | 215 | 0.0% | — | 477 | +1,598 | New | Q1 2026 | Apr 10, 2026 |
| Diversified Trust Co | History | Reduced | 1,578 | 212 | 0.0% | 0.0% | 478 | -297 | -15.84% | Q1 2026 | Apr 16, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 1,576 | 212 | 0.1% | 0.09% | 479 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 1,558 | 209 | 0.01% | 0.01% | 480 | -410 | -20.83% | Q1 2026 | Apr 24, 2026 |
| Sovereign Financial Group, Inc. | History | New | 1,541 | 207 | 0.04% | — | 482 | +1,541 | New | Q1 2026 | Apr 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 1,540 | 207 | 0.01% | — | 481 | +1,540 | New | Q1 2026 | Apr 22, 2026 |
| Aristotle Capital Management, LLC | History | New | 1,532 | 206 | 0.0% | — | 484 | +1,532 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 1,537 | 206 | 0.0% | 0.0% | 483 | +15 | 0.99% | Q1 2026 | Apr 13, 2026 |
| NorthCoast Asset Management LLC | History | New | 1,527 | 205 | 0.0% | — | 486 | +1,527 | New | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Reduced | 1,526 | 205 | 0.0% | 0.0% | 485 | -214 | -12.3% | Q1 2026 | Apr 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 1,513 | 203 | 0.0% | — | 488 | +1,513 | New | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | Added to | 1,509 | 203 | 0.01% | 0.01% | 487 | +7 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Greenland Capital Management LP | History | Reduced | 1,500 | 202 | 0.03% | 0.05% | 490 | -2,500 | -62.5% | Q1 2026 | May 15, 2026 |
| Palisade Asset Management, LLC | History | New | 1,500 | 202 | 0.02% | — | 491 | +1,500 | New | Q1 2026 | Apr 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 1,500 | 202 | 0.0% | — | 492 | +1,500 | New | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,506 | 202 | 0.0% | 0.0% | 489 | +328 | 27.84% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,437 | 193 | 0.01% | 0.01% | 493 | +59 | 4.28% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1,412 | 190 | 0.02% | 0.02% | 494 | -56 | -3.81% | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,386 | 186 | 0.01% | 0.0% | 495 | +17 | 1.24% | Q1 2026 | Apr 27, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 1,374 | 185 | 0.05% | 0.04% | 496 | +14 | 1.03% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,374 | 185 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 1,361 | 183 | 0.01% | 0.01% | 498 | -520 | -27.64% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | Added to | 1,346 | 181 | 0.01% | 0.0% | 499 | +238 | 21.48% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 1,208 | 162 | 0.0% | 0.0% | 500 | +66 | 5.78% | Q1 2026 | May 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 1,110 | 149 | 0.01% | 0.01% | 501 | -65 | -5.53% | Q1 2026 | Apr 23, 2026 |
| Venturi Wealth Management, LLC | History | New | 1,100 | 148 | 0.01% | — | 503 | +1,100 | New | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,104 | 148 | 0.01% | 0.01% | 502 | +1 | 0.09% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | No change | 1,005 | 136 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 992 | 133 | 0.0% | 0.0% | 505 | -17 | -1.68% | Q1 2026 | May 04, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 952 | 128 | 0.01% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 870 | 117 | 0.03% | 0.0% | 507 | +848 | 3854.55% | Q1 2026 | May 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,184 | 114 | 0.04% | — | 508 | +1,184 | New | Q1 2026 | May 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 802 | 108 | 0.04% | 0.03% | 509 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 884 | 105 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 764 | 102 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 726 | 97 | 0.0% | 0.0% | 513 | +30 | 4.31% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 725 | 97 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Added to | 712 | 95 | 0.0% | 0.0% | 514 | +276 | 63.3% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 704 | 94 | 0.0% | 0.0% | 515 | +22 | 3.23% | Q1 2026 | May 07, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 679 | 91 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 657 | 88 | 0.0% | 0.0% | 517 | -355 | -35.08% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 656 | 87 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Perspectives, Inc | History | Added to | 641 | 86 | 0.02% | 0.02% | 519 | +2 | 0.31% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 570 | 76 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 555 | 74 | 0.01% | — | 522 | +555 | New | Q1 2026 | Apr 28, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 551 | 74 | 0.02% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | Jun 24, 2026 |
| BALLAST ADVISORS LLC | History | New | 546 | 73 | 0.02% | — | 523 | +546 | New | Q1 2026 | Jun 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 542 | 72 | 0.01% | 0.01% | 524 | +7 | 1.31% | Q1 2026 | Apr 06, 2026 |
| Quent Capital, LLC | History | No change | 537 | 72 | 0.01% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Crews Bank & Trust | History | No change | 533 | 71 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 512 | 68 | 0.01% | 0.01% | 527 | -83 | -13.95% | Q1 2026 | Apr 30, 2026 |
| Global Assets Advisory, LLC | History | New | 500 | 67 | 0.02% | — | 530 | +500 | New | Q1 2026 | May 01, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 500 | 67 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 500 | 67 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 487 | 65 | 0.0% | 0.0% | 531 | -241 | -33.1% | Q1 2026 | Apr 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 490 | 65 | 0.0% | 0.0% | 532 | -13 | -2.58% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 475 | 64 | 0.04% | 0.06% | 533 | -422 | -47.05% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 469 | 63 | 0.01% | 0.01% | 534 | +2 | 0.43% | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | No change | 459 | 61 | 0.02% | 0.01% | 535 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 440 | 59 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | No change | 439 | 59 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 432 | 58 | 0.0% | 0.0% | 538 | +102 | 30.91% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | Added to | 416 | 56 | 0.01% | 0.01% | 539 | +3 | 0.73% | Q1 2026 | May 07, 2026 |
| Gen-Wealth Partners Inc | History | No change | 417 | 56 | 0.02% | 0.02% | 540 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RHL GROUP, LLC | History | No change | 418 | 56 | 0.05% | 0.04% | 541 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 375 | 52 | 0.0% | 0.0% | 542 | -4 | -1.06% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | Reduced | 349 | 47 | 0.0% | 0.0% | 545 | -57 | -14.04% | Q1 2026 | Apr 22, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 355 | 47 | 0.01% | 0.01% | 543 | -9 | -2.47% | Q1 2026 | May 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 350 | 47 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 343 | 46 | 0.0% | 0.0% | 546 | +4 | 1.18% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 307 | 41 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 308 | 41 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Destiny Wealth Partners, LLC | History | New | 304 | 40 | 0.0% | — | 550 | +304 | New | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 301 | 40 | 0.0% | — | 551 | +301 | New | Q1 2026 | May 07, 2026 |
| LRI Investments, LLC | History | No change | 298 | 40 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | New | 295 | 39 | 0.0% | — | 552 | +295 | New | Q1 2026 | Apr 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 275 | 37 | 0.01% | — | 554 | +275 | New | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 276 | 37 | 0.01% | 0.01% | 553 | +2 | 0.73% | Q1 2026 | May 20, 2026 |
| Centerpoint Advisors, LLC | History | No change | 269 | 36 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 265 | 35 | 0.01% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crewe Advisors LLC | History | No change | 254 | 34 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 252 | 33 | 0.0% | 0.0% | 559 | -95 | -27.38% | Q1 2026 | May 13, 2026 |
| GODSEY & GIBB, INC | History | No change | 250 | 33 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Oakworth Capital, Inc. | History | No change | 249 | 33 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | No change | 250 | 33 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 250 | 33 | 0.03% | 0.02% | 562 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 240 | 32 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| V-Square Quantitative Management LLC | History | No change | 238 | 32 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 220 | 29 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 215 | 28 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Leo H. Evart, Inc. | History | New | 205 | 27 | 0.02% | — | 567 | +205 | New | Q1 2026 | May 13, 2026 |
| Magnolia Wealth Management, LLC | History | New | 197 | 26 | 0.02% | — | 569 | +197 | New | Q1 2026 | May 06, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 200 | 26 | 0.09% | 0.08% | 568 | 0 | 0.0% | Q1 2026 | Jun 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 193 | 25 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SITTNER & NELSON, LLC | History | No change | 181 | 24 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 146 | 23 | 0.0% | 0.01% | 573 | -2,259 | -93.93% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 174 | 23 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Centennial Bank/AR/ | History | No change | 175 | 23 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 159 | 21 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | No change | 150 | 20 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Coastline Trust Co | History | No change | 150 | 20 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Heritage Wealth Advisors | History | No change | 150 | 20 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bayforest Capital Ltd | History | New | 146 | 19 | 0.02% | — | 579 | +146 | New | Q1 2026 | Apr 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 139 | 18 | 0.0% | — | 581 | +139 | New | Q1 2026 | May 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 140 | 18 | 0.0% | 0.0% | 580 | +41 | 41.41% | Q1 2026 | Apr 15, 2026 |
| CVA Family Office, LLC | History | New | 121 | 16 | 0.0% | — | 591 | +121 | New | Q1 2026 | Apr 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 124 | 16 | 0.01% | 0.01% | 585 | -120 | -49.18% | Q1 2026 | May 01, 2026 |
| Stone House Investment Management, LLC | History | Added to | 126 | 16 | 0.0% | 0.0% | 583 | +85 | 207.32% | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 125 | 16 | 0.0% | 0.0% | 582 | +50 | 66.67% | Q1 2026 | May 12, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 122 | 16 | 0.01% | 0.01% | 586 | -46 | -27.38% | Q1 2026 | Apr 07, 2026 |
| Hughes Financial Services, LLC | History | Added to | 125 | 16 | 0.0% | 0.0% | 587 | +1 | 0.81% | Q1 2026 | Apr 29, 2026 |
| TSFG, LLC | History | No change | 117 | 16 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | No change | 125 | 16 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CDKV HOLDINGS LLC | History | No change | 119 | 16 | 0.01% | 0.01% | 589 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 125 | 16 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 107 | 14 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Trust, LLC | History | No change | 106 | 14 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | New | 98 | 13 | 0.0% | — | 596 | +98 | New | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 98 | 13 | 0.0% | 0.0% | 594 | +6 | 6.52% | Q1 2026 | Apr 20, 2026 |
| Global Wealth Strategies & Associates | History | No change | 100 | 13 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 96 | 12 | 0.0% | 0.0% | 597 | +9 | 10.34% | Q1 2026 | Apr 13, 2026 |
| Smithfield Trust Co | History | No change | 87 | 12 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Grove Bank & Trust | History | No change | 93 | 12 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 85 | 11 | 0.0% | — | 604 | +85 | New | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 88 | 11 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 83 | 11 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 82 | 11 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 82 | 11 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 75 | 10 | 0.0% | — | 607 | +75 | New | Q1 2026 | Apr 30, 2026 |
| S&T BANK/PA | History | No change | 78 | 10 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 80 | 10 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 70 | 9 | 0.0% | 0.0% | 608 | +24 | 52.17% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 72 | 9 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 71 | 9 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WPG Advisers, LLC | History | No change | 68 | 9 | 0.01% | 0.01% | 611 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 65 | 8 | 0.0% | 0.0% | 612 | -6 | -8.45% | Q1 2026 | Apr 27, 2026 |
| Hilltop National Bank | History | No change | 60 | 8 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Breakwater Investment Management | History | No change | 64 | 8 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | No change | 60 | 8 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clark Wealth Partners | History | No change | 64 | 8 | 0.01% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Walsh & Associates, LLC | History | No change | 66 | 8 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 56 | 7 | 0.0% | 0.0% | 618 | -14 | -20.0% | Q1 2026 | Apr 28, 2026 |
| Bare Financial Services, Inc | History | Added to | 54 | 7 | 0.0% | 0.0% | 620 | +3 | 5.88% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 54 | 7 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFS Advisors, LLC | History | New | 48 | 6 | 0.0% | — | 632 | +48 | New | Q1 2026 | Apr 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 46 | 6 | 0.0% | 0.0% | 625 | +16 | 53.33% | Q1 2026 | May 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 51 | 6 | 0.0% | 0.0% | 621 | +6 | 13.33% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | No change | 50 | 6 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Manchester Capital Management LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 47 | 6 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 50 | 6 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CGC Financial Services, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 49 | 6 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clean Yield Group | History | Reduced | 42 | 5 | 0.0% | 0.0% | 634 | -94 | -69.12% | Q1 2026 | Apr 14, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 44 | 5 | 0.0% | — | 635 | +44 | New | Q1 2026 | Apr 28, 2026 |
| Kemnay Advisory Services Inc. | History | New | 41 | 5 | 0.0% | — | 636 | +41 | New | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | New | 40 | 5 | 0.0% | — | 637 | +40 | New | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 39 | 5 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 33 | 4 | 0.0% | 0.0% | 639 | -16 | -32.65% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | Reduced | 32 | 4 | 0.0% | 0.0% | 640 | -4 | -11.11% | Q1 2026 | May 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 30 | 4 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 34 | 4 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 25 | 3 | 0.0% | — | 650 | +25 | New | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 23 | 3 | 0.0% | 0.0% | 644 | +6 | 35.29% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 22 | 3 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 33 | 3 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BFSG, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 28 | 3 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rakuten Securities, Inc. | History | New | 20 | 2 | 0.0% | — | 662 | +20 | New | Q1 2026 | May 01, 2026 |
| Arlington Trust Co LLC | History | New | 19 | 2 | 0.0% | — | 661 | +19 | New | Q1 2026 | Apr 08, 2026 |
| JDM Financial Group LLC | History | New | 18 | 2 | 0.0% | — | 660 | +18 | New | Q1 2026 | May 20, 2026 |
| BAYBAN | History | New | 15 | 2 | 0.0% | — | 663 | +15 | New | Q1 2026 | Apr 24, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 22 | 2 | 0.0% | 0.0% | 659 | +11 | 100.0% | Q1 2026 | May 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 15 | 2 | 0.0% | 0.0% | 654 | +6 | 66.67% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 21 | 2 | 0.0% | 0.0% | 653 | +1 | 5.0% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Anchor Investment Management, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | No change | 19 | 2 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cromwell Holdings LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vanguard National Trust Co | History | New | 14 | 1 | 0.0% | — | 675 | +14 | New | Q1 2026 | May 08, 2026 |
| Sachetta, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 670 | -13 | -56.52% | Q1 2026 | May 01, 2026 |
| Torren Management, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 673 | -8 | -42.11% | Q1 2026 | Apr 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 8 | 1 | 0.0% | — | 674 | +8 | New | Q1 2026 | Apr 17, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 8 | 1 | 0.0% | — | 672 | +1 | 14.29% | Q1 2026 | May 01, 2026 |
| Marquette Asset Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Inspire Investing, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.21% | — | -244,914 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -218,047 | -100.0% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -205,567 | -100.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -102,901 | -100.0% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Innovations LLC | History | Closed out | 0 | 0 | — | 1.85% | — | -54,239 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.18% | — | -33,121 | -100.0% | Q1 2026 | May 15, 2026 |
| Nishkama Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -25,165 | -100.0% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -9,431 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,947 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,996 | -100.0% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.15% | — | -7,892 | -100.0% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,561 | -100.0% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,085 | -100.0% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,874 | -100.0% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,101 | -100.0% | Q1 2026 | Apr 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,477 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,321 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,052 | -100.0% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,007 | -100.0% | Q1 2026 | May 12, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,963 | -100.0% | Q1 2026 | May 13, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,789 | -100.0% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,660 | -100.0% | Q1 2026 | May 15, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,619 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,547 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -2,507 | -100.0% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,065 | -100.0% | Q1 2026 | May 08, 2026 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,050 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,993 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,884 | -100.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,824 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Krane Funds Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,740 | -100.0% | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,709 | -100.0% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,552 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -610 | -100.0% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 01, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -410 | -100.0% | Q1 2026 | May 01, 2026 |
| Battery Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q1 2026 | May 14, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -301 | -100.0% | Q1 2026 | May 11, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q1 2026 | May 11, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -184 | -100.0% | Q1 2026 | May 11, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -172 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q1 2026 | May 06, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -23 | -92.0% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Reduced | 5 | 0 | — | 0.0% | — | -7 | -58.33% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 17, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 04, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 05, 2026 |
| CURIO WEALTH, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 07, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Valued Wealth Advisors LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunrise Financial Services, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |