DYNEX CAPITAL INC - DX
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 | 16,082,079 | 205,207 | 0.0% | 0.0% | 1 | +3,519,606 | 28.02% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 8,390,780 | 117,554 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 8,513,684 | 108,634 | 0.0% | — | 3 | +8,513,684 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,741,442 | 60,514 | 0.0% | 0.0% | 4 | +1,252,321 | 35.89% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 4,534,721 | 58,551 | 0.0% | 0.0% | 5 | +1,502,285 | 49.54% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,708,393 | 47,319 | 0.05% | 0.02% | 6 | +2,476,699 | 201.08% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 2,884,753 | 40,415 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,848,627 | 36,348 | 0.02% | 0.01% | 8 | +798,278 | 38.93% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,599,598 | 33,170 | 0.02% | 0.01% | 9 | +941,894 | 56.82% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,439,648 | 31,129 | 0.04% | 0.04% | 10 | +303,012 | 14.18% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,060,385 | 26,290 | 0.04% | 0.03% | 11 | +444,507 | 27.51% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,949,678 | 24,877 | 0.02% | 0.07% | 12 | -1,470,764 | -43.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,945,500 | 24,825 | 0.01% | 0.01% | 13 | +176,815 | 10.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,785,297 | 22,780 | 0.0% | 0.0% | 14 | +1,298,204 | 266.52% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,783,871 | 22,762 | 0.0% | 0.0% | 15 | +453,348 | 34.07% | Q1 2026 | May 14, 2026 |
| Callodine Capital Management, LP | History | New | 1,670,854 | 21,320 | 1.49% | — | 16 | +1,670,854 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,647,894 | 21,027 | 0.0% | 0.0% | 17 | +419,003 | 34.1% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 1,534,596 | 19,581 | 0.28% | — | 18 | +1,534,596 | New | Q1 2026 | May 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,531,103 | 19,537 | 0.0% | 0.0% | 19 | +1,468,836 | 2358.93% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,516,344 | 19,349 | 0.01% | 0.02% | 20 | +213,162 | 16.36% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,399,841 | 17,861 | 0.0% | — | 21 | +1,399,841 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 1,316,041 | 16,792 | 0.0% | 0.0% | 22 | +241,740 | 22.5% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 1,291,943 | 16,485 | 0.0% | 0.0% | 23 | -21,503 | -1.64% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,280,498 | 16,339 | 0.0% | — | 24 | +1,280,498 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,206,106 | 15,389 | 0.0% | 0.0% | 25 | +30,513 | 2.6% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,080,813 | 13,791 | 0.0% | 0.0% | 26 | +740,248 | 217.36% | Q1 2026 | May 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 914,700 | 11,671 | 0.0% | — | 27 | +914,700 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 887,046 | 11,318 | 0.01% | 0.01% | 28 | +204,288 | 29.92% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 787,773 | 10,051 | 0.0% | 0.0% | 29 | -105,613 | -11.82% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 763,452 | 9,741 | 0.0% | 0.0% | 30 | +582,129 | 321.05% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 699,849 | 8,930 | 0.33% | — | 31 | +699,849 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 689,040 | 8,792 | 0.0% | 0.0% | 32 | +139,083 | 25.29% | Q1 2026 | May 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 546,327 | 6,971 | 0.12% | 0.09% | 33 | +142,451 | 35.27% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 543,767 | 6,938 | 0.0% | 0.0% | 34 | -351,710 | -39.28% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 531,415 | 6,780 | 0.0% | 0.0% | 35 | +313,427 | 143.78% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 473,363 | 6,040 | 0.0% | 0.0% | 36 | +64,885 | 15.88% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 452,294 | 5,771 | 0.0% | 0.0% | 37 | +30,536 | 7.24% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 395,727 | 5,049 | 0.0% | 0.0% | 38 | +205,588 | 108.13% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 369,880 | 4,719 | 0.0% | 0.0% | 39 | +78,143 | 26.79% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 349,467 | 4,459 | 0.0% | 0.0% | 40 | +84,220 | 31.75% | Q1 2026 | May 15, 2026 |
| EMG Holdings, L.P. | History | New | 345,000 | 4,402 | 1.11% | — | 41 | +345,000 | New | Q1 2026 | May 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 344,257 | 4,392 | 0.0% | 0.0% | 42 | +343,334 | 37197.62% | Q1 2026 | May 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 316,523 | 4,038 | 0.15% | 0.16% | 43 | -56,514 | -15.15% | Q1 2026 | Apr 23, 2026 |
| Waterfall Asset Management, LLC | History | Added to | 295,000 | 3,764 | 2.1% | 2.09% | 44 | +17,700 | 6.38% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Added to | 290,533 | 3,707 | 0.0% | 0.0% | 45 | +34,400 | 13.43% | Q1 2026 | May 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 220,389 | 2,812 | 0.05% | 0.17% | 46 | -331,118 | -60.04% | Q1 2026 | Apr 27, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 219,189 | 2,796 | 0.25% | 0.12% | 47 | +30,887 | 16.4% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 197,664 | 2,769 | 0.0% | 0.0% | 48 | +58,033 | 41.56% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 213,964 | 2,765 | 0.04% | 0.04% | 49 | +2,916 | 1.38% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 214,536 | 2,737 | 0.03% | 0.03% | 50 | +63,159 | 41.72% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 214,260 | 2,733 | 0.0% | 0.0% | 51 | +48,846 | 29.53% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 212,468 | 2,711 | 0.0% | 0.0% | 52 | -72,926 | -25.55% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | New | 206,154 | 2,630 | 0.09% | — | 53 | +206,154 | New | Q1 2026 | May 18, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 200,000 | 2,552 | 0.04% | — | 54 | +200,000 | New | Q1 2026 | Apr 30, 2026 |
| Centiva Capital, LP | History | Added to | 199,900 | 2,550 | 0.02% | 0.0% | 55 | +165,902 | 487.98% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 196,069 | 2,443 | 0.0% | 0.0% | 56 | +29,010 | 17.37% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 191,183 | 2,439 | 0.0% | 0.0% | 57 | +65,001 | 51.51% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 185,557 | 2,367 | 0.0% | 0.0% | 58 | -59,405 | -24.25% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 183,943 | 2,348 | 0.0% | 0.0% | 59 | +101,115 | 122.08% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 175,392 | 2,238 | 0.0% | 0.0% | 60 | +129,064 | 278.59% | Q1 2026 | May 05, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 174,227 | 2,223 | 1.6% | 1.65% | 61 | -19,950 | -10.27% | Q1 2026 | Apr 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 157,903 | 2,014 | 0.0% | 0.0% | 62 | +38,586 | 32.34% | Q1 2026 | May 06, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 156,297 | 1,994 | 0.21% | 0.23% | 63 | +9,926 | 6.78% | Q1 2026 | May 07, 2026 |
| HBK INVESTMENTS L P | History | New | 150,000 | 1,914 | 0.02% | — | 64 | +150,000 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 148,767 | 1,898 | 0.0% | 0.0% | 65 | -87,104 | -36.93% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 144,935 | 1,849 | 0.01% | 0.0% | 66 | +130,368 | 894.95% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Added to | 144,226 | 1,840 | 0.01% | 0.0% | 67 | +79,796 | 123.85% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 143,131 | 1,826 | 0.04% | 0.06% | 68 | -45,687 | -24.2% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 141,914 | 1,810 | 0.0% | 0.0% | 69 | +16,064 | 12.76% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 141,242 | 1,802 | 0.11% | 0.12% | 70 | +41,873 | 42.14% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 125,800 | 1,605 | 0.0% | 0.0% | 71 | -4,201 | -3.23% | Q1 2026 | May 08, 2026 |
| Bramshill Investments, LLC | History | Reduced | 119,499 | 1,524 | 0.13% | 0.1% | 72 | -780 | -0.65% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 116,599 | 1,487 | 0.0% | 0.0% | 73 | +784 | 0.68% | Q1 2026 | Apr 27, 2026 |
| PEAK6 LLC | History | Added to | 115,740 | 1,476 | 0.0% | 0.0% | 74 | +81,768 | 240.69% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 109,768 | 1,419 | 0.0% | 0.0% | 75 | +56,026 | 104.25% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 108,876 | 1,389 | 0.01% | 0.08% | 76 | -1,086,533 | -90.89% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 98,924 | 1,385 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CenterBook Partners LP | History | Added to | 108,491 | 1,384 | 0.07% | 0.02% | 78 | +73,651 | 211.4% | Q1 2026 | May 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 105,556 | 1,346 | 0.0% | — | 79 | +105,556 | New | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 105,473 | 1,345 | 0.0% | 0.0% | 80 | -39,451 | -27.22% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 104,125 | 1,328 | 0.01% | 0.03% | 81 | -85,144 | -44.99% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 103,566 | 1,320 | 0.01% | 0.0% | 82 | +103,255 | 33200.96% | Q1 2026 | Apr 07, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 95,000 | 1,212 | 0.35% | — | 83 | +95,000 | New | Q1 2026 | May 05, 2026 |
| Point Nemo Capital, LLC | History | New | 90,154 | 1,150 | 0.76% | — | 84 | +90,154 | New | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 87,192 | 1,112 | 0.01% | 0.01% | 85 | +2,444 | 2.88% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 85,519 | 1,091 | 0.0% | 0.0% | 86 | +25,401 | 42.25% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 84,893 | 1,083 | 0.0% | 0.0% | 87 | +18,187 | 27.26% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 83,882 | 1,070 | 0.0% | 0.0% | 88 | -161,766 | -65.85% | Q1 2026 | May 14, 2026 |
| Morling Financial Advisors, LLC | History | New | 83,931 | 1,070 | 0.33% | — | 89 | +83,931 | New | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 83,749 | 1,068 | 0.0% | — | 90 | +83,749 | New | Q1 2026 | May 08, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 81,579 | 1,040 | 0.02% | 0.02% | 91 | -25,421 | -23.76% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 78,392 | 1,000 | 0.0% | 0.0% | 92 | -724 | -0.92% | Q1 2026 | Apr 22, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 76,859 | 980 | 0.09% | — | 93 | +76,859 | New | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 75,288 | 961 | 0.0% | 0.0% | 94 | +20,669 | 37.84% | Q1 2026 | Apr 30, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 74,529 | 950 | 0.1% | 0.1% | 95 | +728 | 0.99% | Q1 2026 | Apr 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 73,355 | 936 | 0.03% | 0.02% | 96 | +11,454 | 18.5% | Q1 2026 | May 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 73,208 | 934 | 0.0% | 0.0% | 97 | +22,800 | 45.23% | Q1 2026 | May 18, 2026 |
| Significant Wealth Partners LLC | History | New | 73,033 | 931 | 1.15% | — | 98 | +73,033 | New | Q1 2026 | Apr 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 71,179 | 908 | 0.0% | 0.0% | 99 | +11,179 | 18.63% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 68,893 | 879 | 0.0% | 0.0% | 100 | -1,589 | -2.25% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 63,974 | 816 | 0.0% | 0.0% | 101 | +21,600 | 50.97% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 61,400 | 783 | 0.0% | 0.0% | 102 | -384,293 | -86.22% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | New | 61,191 | 781 | 0.0% | — | 103 | +61,191 | New | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | New | 60,229 | 768 | 0.01% | — | 104 | +60,229 | New | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 57,272 | 730 | 0.0% | 0.0% | 105 | -33,647 | -37.01% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 55,316 | 705 | 0.04% | 0.02% | 106 | +29,540 | 114.6% | Q1 2026 | May 12, 2026 |
| INCEPTIONR LLC | History | New | 53,287 | 679 | 0.16% | — | 108 | +53,287 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 53,234 | 679 | 0.0% | 0.0% | 107 | +4,886 | 10.11% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | New | 52,896 | 674 | 0.01% | — | 109 | +52,896 | New | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 51,299 | 654 | 0.0% | 0.0% | 110 | +137 | 0.27% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 51,185 | 653 | 0.0% | 0.0% | 111 | -58,267 | -53.24% | Q1 2026 | Apr 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 50,104 | 639 | 0.01% | 0.0% | 112 | +12,856 | 34.51% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 49,584 | 632 | 0.0% | 0.0% | 113 | -314 | -0.63% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 48,946 | 624 | 0.0% | 0.0% | 114 | +12,141 | 32.99% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Reduced | 47,644 | 607 | 0.01% | 0.01% | 115 | -115 | -0.24% | Q1 2026 | May 15, 2026 |
| Osbon Capital Management LLC | History | New | 46,732 | 596 | 0.49% | — | 116 | +46,732 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 45,652 | 582 | 0.0% | 0.0% | 117 | +12,927 | 39.5% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 45,572 | 581 | 0.0% | 0.0% | 118 | +11,918 | 35.41% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 44,691 | 570 | 0.0% | 0.0% | 119 | -248,946 | -84.78% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 43,039 | 549 | 0.0% | 0.0% | 120 | +6,451 | 17.63% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 42,894 | 547 | 0.0% | 0.0% | 121 | +9,304 | 27.7% | Q1 2026 | May 12, 2026 |
| Odyssean, LLC | History | New | 42,775 | 545 | 0.2% | — | 122 | +42,775 | New | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 42,369 | 540 | 0.16% | 0.18% | 123 | +178 | 0.42% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 41,962 | 535 | 0.0% | 0.0% | 124 | +18,443 | 78.42% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 40,779 | 520 | 0.01% | 0.01% | 125 | -14,155 | -25.77% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Added to | 40,328 | 514 | 0.0% | 0.0% | 126 | +3,910 | 10.74% | Q1 2026 | May 01, 2026 |
| Castleview Partners, LLC | History | Added to | 39,000 | 497 | 0.25% | 0.22% | 127 | +8,000 | 25.81% | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 38,786 | 494 | 0.03% | 0.04% | 128 | -685 | -1.74% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 38,215 | 487 | 0.01% | — | 129 | +38,215 | New | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 37,933 | 484 | 0.08% | 0.2% | 130 | -24,220 | -38.97% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 37,718 | 481 | 0.0% | 0.0% | 131 | -25,041 | -39.9% | Q1 2026 | May 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 35,281 | 474 | 0.0% | 0.01% | 132 | -98,994 | -73.72% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 35,948 | 458 | 0.0% | 0.0% | 133 | +2,510 | 7.51% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | Added to | 34,800 | 444 | 0.0% | 0.0% | 134 | +8,900 | 34.36% | Q1 2026 | Apr 24, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 34,794 | 444 | 0.27% | 0.25% | 135 | +4,689 | 15.58% | Q1 2026 | May 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 34,450 | 439 | 0.0% | — | 136 | +34,450 | New | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 32,839 | 419 | 0.0% | — | 137 | +32,839 | New | Q1 2026 | May 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 32,300 | 416 | 0.0% | 0.0% | 138 | +4,600 | 16.61% | Q1 2026 | Apr 29, 2026 |
| Diametric Capital, LP | History | Reduced | 32,018 | 408 | 0.11% | 0.17% | 139 | -14,109 | -30.59% | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 30,628 | 403 | 0.04% | 0.05% | 140 | -6,448 | -17.39% | Q1 2026 | Apr 29, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 30,508 | 389 | 0.0% | 0.03% | 141 | -232,146 | -88.38% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 30,407 | 387 | 0.0% | — | 142 | +30,407 | New | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,469 | 384 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ProShare Advisors LLC | History | Added to | 28,968 | 369 | 0.0% | 0.0% | 145 | +2,099 | 7.81% | Q1 2026 | Apr 24, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 26,402 | 369 | 0.78% | 0.78% | 144 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Maridea Wealth Management LLC | History | Added to | 28,870 | 368 | 0.05% | 0.06% | 146 | +174 | 0.61% | Q1 2026 | Apr 21, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 27,611 | 352 | 0.0% | 0.0% | 147 | +7,933 | 40.31% | Q1 2026 | May 12, 2026 |
| BayBridge Capital Group, LLC | History | No change | 24,720 | 346 | 0.21% | 0.21% | 148 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 27,061 | 345 | 0.0% | 0.0% | 149 | +9,594 | 54.93% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Reduced | 26,914 | 343 | 0.02% | 0.04% | 150 | -16,530 | -38.05% | Q1 2026 | Apr 21, 2026 |
| 1492 Capital Management LLC | History | Added to | 26,279 | 335 | 0.13% | 0.14% | 151 | +686 | 2.68% | Q1 2026 | Apr 22, 2026 |
| EntryPoint Capital, LLC | History | No change | 26,112 | 333 | 0.1% | 0.14% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WoodTrust Financial Corp | History | Added to | 26,000 | 332 | 0.04% | 0.03% | 153 | +7,000 | 36.84% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 25,840 | 329 | 0.06% | 0.08% | 154 | -5,228 | -16.83% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Reduced | 24,265 | 313 | 0.02% | 0.01% | 155 | -275 | -1.12% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | New | 23,891 | 304 | 0.0% | — | 156 | +23,891 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 23,699 | 302 | 0.0% | 0.0% | 157 | +2,850 | 13.67% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 23,507 | 299 | 0.01% | 0.01% | 158 | +1,774 | 8.16% | Q1 2026 | May 15, 2026 |
| Cambridge Advisors Inc. | History | Added to | 23,401 | 298 | 0.06% | 0.06% | 159 | +400 | 1.74% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Added to | 22,488 | 286 | 0.0% | 0.0% | 160 | +83 | 0.37% | Q1 2026 | May 14, 2026 |
| Westend Capital Management, LLC | History | Added to | 22,312 | 284 | 0.09% | 0.01% | 161 | +18,530 | 489.95% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,033 | 283 | 0.0% | 0.0% | 162 | +5,575 | 33.87% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,811 | 278 | 0.0% | 0.0% | 163 | +7,817 | 55.86% | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 21,627 | 275 | 0.0% | 0.0% | 164 | +5,968 | 38.11% | Q1 2026 | Apr 22, 2026 |
| Virtu Financial LLC | History | New | 19,276 | 246 | 0.01% | — | 165 | +19,276 | New | Q1 2026 | May 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 19,250 | 245 | 0.05% | — | 166 | +19,250 | New | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,171 | 244 | 0.01% | 0.0% | 167 | +733 | 3.98% | Q1 2026 | Apr 23, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 18,979 | 242 | 0.0% | 0.0% | 168 | +2,475 | 15.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 18,453 | 235 | 0.01% | — | 170 | +18,453 | New | Q1 2026 | Apr 07, 2026 |
| Abel Hall, LLC | History | Reduced | 18,489 | 235 | 0.05% | 0.06% | 169 | -1,060 | -5.42% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | New | 18,344 | 234 | 0.01% | — | 171 | +18,344 | New | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 18,071 | 230 | 0.01% | — | 172 | +18,071 | New | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 17,971 | 229 | 0.0% | 0.0% | 173 | +6,458 | 56.09% | Q1 2026 | May 13, 2026 |
| Atom Investors LP | History | New | 17,613 | 224 | 0.02% | — | 174 | +17,613 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,810 | 214 | 0.0% | 0.0% | 175 | +207 | 1.25% | Q1 2026 | May 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,788 | 214 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 16,354 | 208 | 0.01% | 0.01% | 177 | +4,420 | 37.04% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Added to | 16,227 | 207 | 0.0% | 0.0% | 178 | +1,797 | 12.45% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 16,187 | 206 | 0.0% | 0.0% | 179 | +1,930 | 13.54% | Q1 2026 | May 14, 2026 |
| Bayforest Capital Ltd | History | New | 15,964 | 203 | 0.23% | — | 180 | +15,964 | New | Q1 2026 | Apr 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 15,621 | 199 | 0.0% | — | 182 | +15,621 | New | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 15,602 | 199 | 0.01% | 0.01% | 181 | +3,063 | 24.43% | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,424 | 196 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Longboard Asset Management, LP | History | No change | 15,285 | 195 | 3.37% | 1.36% | 184 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 15,000 | 191 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 14,948 | 190 | 0.07% | 0.08% | 186 | -535 | -3.46% | Q1 2026 | Apr 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 14,063 | 180 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 13,865 | 177 | 0.01% | — | 188 | +13,865 | New | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | New | 13,427 | 171 | 0.0% | — | 189 | +13,427 | New | Q1 2026 | Apr 24, 2026 |
| Weaver Consulting Group | History | Reduced | 13,357 | 170 | 0.04% | 0.05% | 190 | -877 | -6.16% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 13,005 | 165 | 0.02% | 0.06% | 191 | -17,636 | -57.56% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | New | 12,964 | 165 | 0.01% | — | 192 | +12,964 | New | Q1 2026 | Apr 28, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 12,772 | 162 | 0.1% | 0.09% | 193 | +614 | 5.05% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 12,551 | 160 | 0.0% | — | 194 | +12,551 | New | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 12,469 | 159 | 0.01% | 0.01% | 195 | -6,626 | -34.7% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,456 | 158 | 0.0% | 0.0% | 196 | +11,145 | 850.11% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,769 | 150 | 0.0% | 0.0% | 197 | -10,109 | -46.21% | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 11,718 | 149 | 0.12% | 0.13% | 198 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,381 | 145 | 0.0% | 0.0% | 199 | -1,833 | -13.87% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,063 | 141 | 0.0% | — | 200 | +11,063 | New | Q1 2026 | May 12, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 11,000 | 140 | 0.03% | 0.04% | 201 | -872 | -7.35% | Q1 2026 | Apr 16, 2026 |
| Walleye Capital LLC | History | New | 10,942 | 139 | 0.0% | — | 202 | +10,942 | New | Q1 2026 | May 13, 2026 |
| Naviter Wealth, LLC | History | New | 10,570 | 136 | 0.02% | — | 203 | +10,570 | New | Q1 2026 | Apr 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 10,400 | 132 | 0.07% | 0.06% | 204 | +1,500 | 16.85% | Q1 2026 | May 15, 2026 |
| Penbrook Management LLC | History | New | 10,050 | 128 | 0.1% | — | 205 | +10,050 | New | Q1 2026 | Apr 21, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 7,511 | 95 | 0.04% | 0.14% | 206 | -14,082 | -65.22% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,181 | 91 | 0.0% | 0.0% | 207 | +63 | 0.89% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,638 | 84 | 0.0% | 0.0% | 208 | +3,205 | 93.36% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,621 | 84 | 0.0% | 0.0% | 209 | -1,853 | -21.87% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,867 | 74 | 0.0% | 0.0% | 210 | +2,577 | 78.33% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,790 | 61 | 0.0% | 0.0% | 211 | -1,066 | -18.2% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 3,300 | 44 | 0.02% | 0.0% | 213 | +3,000 | 1000.0% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | No change | 3,500 | 44 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 3,410 | 43 | 0.03% | 0.02% | 214 | +1,222 | 55.85% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,753 | 35 | 0.0% | 0.0% | 215 | -634 | -18.72% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | Added to | 2,568 | 33 | 0.01% | 0.01% | 216 | +200 | 8.45% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,699 | 32 | 0.0% | 0.0% | 217 | +2,473 | 1094.25% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,257 | 28 | 0.0% | 0.0% | 218 | +380 | 20.25% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,080 | 26 | 0.0% | 0.0% | 219 | +80 | 4.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,679 | 21 | 0.0% | 0.0% | 220 | -191 | -10.21% | Q1 2026 | Apr 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,626 | 20 | 0.0% | — | 222 | +1,626 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 1,599 | 20 | 0.0% | 0.0% | 221 | +1,050 | 191.26% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,473 | 19 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,510 | 19 | 0.01% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,453 | 18 | 0.0% | 0.0% | 225 | -550 | -27.46% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,241 | 15 | 0.0% | 0.0% | 226 | +1,099 | 773.94% | Q1 2026 | May 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,177 | 15 | 0.0% | 0.0% | 229 | +118 | 11.14% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,190 | 15 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,099 | 15 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,142 | 14 | 0.0% | 0.0% | 230 | -1,236 | -51.98% | Q1 2026 | May 07, 2026 |
| Optiver Holding B.V. | History | Added to | 1,132 | 14 | 0.0% | 0.0% | 232 | +592 | 109.63% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,000 | 14 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 942 | 12 | 0.0% | 0.0% | 233 | -114 | -10.8% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,012 | 12 | 0.0% | 0.0% | 234 | -55 | -5.15% | Q1 2026 | Apr 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,000 | 12 | 0.0% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essential Partners LLC | History | Added to | 927 | 11 | 0.0% | 0.0% | 236 | +634 | 216.38% | Q1 2026 | May 21, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 790 | 10 | 0.0% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 766 | 9 | 0.0% | — | 238 | +737 | 2541.38% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 744 | 9 | 0.0% | 0.0% | 239 | +26 | 3.62% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 715 | 9 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WFA of San Diego, LLC | History | No change | 700 | 8 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MTM Investment Management, LLC | History | No change | 666 | 8 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 630 | 8 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 492 | 6 | 0.0% | 0.0% | 245 | +11 | 2.29% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 501 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 405 | 5 | 0.0% | — | 247 | +405 | New | Q1 2026 | May 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 437 | 5 | 0.01% | 0.0% | 246 | +209 | 91.67% | Q1 2026 | Apr 29, 2026 |
| SWAN Capital LLC | History | No change | 337 | 4 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 333 | 4 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | New | 250 | 3 | 0.0% | — | 253 | +250 | New | Q1 2026 | Apr 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 248 | 3 | 0.0% | — | 254 | +248 | New | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 292 | 3 | 0.0% | 0.0% | 251 | +187 | 178.1% | Q1 2026 | Apr 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 271 | 3 | 0.0% | 0.0% | 250 | -114 | -29.61% | Q1 2026 | Apr 13, 2026 |
| Vision Retirement, LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bare Financial Services, Inc | History | New | 228 | 2 | 0.0% | — | 260 | +228 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 205 | 2 | 0.0% | — | 258 | +197 | 2462.5% | Q1 2026 | Apr 24, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 185 | 2 | 0.0% | — | 261 | +185 | New | Q1 2026 | May 13, 2026 |
| MOTCO | History | New | 178 | 2 | 0.0% | — | 259 | +178 | New | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 230 | 2 | 0.0% | 0.0% | 255 | +126 | 121.15% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DV EQUITIES, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | New | 142 | 1 | 0.0% | — | 265 | +142 | New | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | New | 79 | 1 | 0.0% | — | 266 | +79 | New | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 81 | 1 | 0.0% | 0.0% | 263 | +10 | 14.08% | Q1 2026 | May 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 100 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 113 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -423,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -294,601 | -100.0% | Q1 2026 | May 11, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -247,210 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -240,171 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -136,894 | -100.0% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -102,018 | -100.0% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -98,004 | -100.0% | Q1 2026 | May 14, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.05% | — | -92,413 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -89,005 | -100.0% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -72,205 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -63,085 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -62,584 | -100.0% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -56,795 | -100.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,363 | -100.0% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -37,138 | -100.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -35,500 | -100.0% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,053 | -100.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,160 | -100.0% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.04% | — | -25,417 | -100.0% | Q1 2026 | May 13, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -20,772 | -100.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,076 | -100.0% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,650 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,630 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Plan, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,500 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,170 | -100.0% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,875 | -100.0% | Q1 2026 | May 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,477 | -100.0% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,276 | -100.0% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.01% | — | -10,416 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,619 | -100.0% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,935 | -100.0% | Q1 2026 | May 14, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,803 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -1,066 | -100.0% | Q1 2026 | Apr 03, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |