Everus Construction Group, Inc. - ECG
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 | Reduced | 6,090,925 | 719,094 | 0.01% | 0.01% | 1 | -1,882 | -0.03% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,182,286 | 443,396 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WASATCH ADVISORS LP | History | Added to | 3,017,249 | 356,216 | 2.37% | 1.1% | 3 | +856,912 | 39.67% | Q1 2026 | Apr 21, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,581,565 | 304,779 | 0.02% | — | 4 | +2,581,565 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,290,925 | 270,466 | 0.01% | — | 5 | +2,290,925 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,617,328 | 190,941 | 0.01% | 0.0% | 6 | +44,799 | 2.85% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,280,916 | 151,224 | 0.11% | 0.04% | 7 | +670,646 | 109.89% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,175,690 | 138,829 | 0.01% | 0.01% | 8 | +26,183 | 2.28% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 1,114,611 | 131,590 | 0.03% | 0.03% | 9 | -821,163 | -42.42% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,105,056 | 130,430 | 0.03% | 0.02% | 10 | +10,760 | 0.98% | Q1 2026 | May 07, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 961,183 | 113,477 | 0.47% | 0.36% | 11 | -27,343 | -2.77% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 956,606 | 112,936 | 0.02% | 0.02% | 12 | -276,008 | -22.39% | Q1 2026 | May 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 771,811 | 91,120 | 0.31% | — | 13 | +771,811 | New | Q1 2026 | May 14, 2026 |
| Forest Avenue Capital Management LP | History | New | 715,285 | 84,446 | 5.01% | — | 14 | +715,285 | New | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 665,286 | 78,543 | 0.0% | 0.0% | 15 | -249,247 | -27.25% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 636,007 | 75,086 | 0.55% | 0.57% | 16 | -182,923 | -22.34% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | New | 614,312 | 72,525 | 0.01% | — | 17 | +614,312 | New | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 565,489 | 66,761 | 0.03% | 0.02% | 18 | -76,761 | -11.95% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 546,218 | 64,486 | 0.01% | 0.01% | 19 | -5,674 | -1.03% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 515,769 | 60,891 | 0.45% | 0.35% | 20 | -78,136 | -13.16% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 676,599 | 57,889 | 0.02% | 0.02% | 21 | -158,944 | -19.02% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 430,548 | 50,830 | 0.07% | 0.05% | 22 | -35,933 | -7.7% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 421,706 | 49,786 | 0.03% | 0.0% | 23 | +376,492 | 832.69% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 410,321 | 48,442 | 0.01% | 0.0% | 24 | -9,171 | -2.19% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 405,419 | 47,859 | 0.06% | — | 25 | +405,419 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 392,410 | 46,327 | 0.06% | 0.04% | 26 | -14,915 | -3.66% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 376,089 | 44,401 | 0.01% | 0.0% | 27 | +202,381 | 116.51% | Q1 2026 | May 15, 2026 |
| De Lisle Partners LLP | History | No change | 367,430 | 43,359 | 5.19% | 4.04% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 326,533 | 38,550 | 1.14% | 0.81% | 29 | +66,733 | 25.69% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 317,240 | 37,453 | 0.01% | — | 30 | +317,240 | New | Q1 2026 | May 08, 2026 |
| Swedbank AB | History | Reduced | 300,000 | 35,418 | 0.04% | 0.03% | 31 | -60,000 | -16.67% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 275,866 | 32,568 | 0.01% | 0.0% | 32 | -4,647 | -1.66% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 271,360 | 32,036 | 0.0% | 0.01% | 33 | -236,920 | -46.61% | Q1 2026 | May 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 265,904 | 31,392 | 0.13% | 0.04% | 34 | +142,506 | 115.48% | Q1 2026 | Apr 30, 2026 |
| Aberdeen Group plc | History | Added to | 257,708 | 30,425 | 0.05% | 0.03% | 35 | +59,965 | 30.32% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 247,160 | 29,179 | 0.02% | 0.01% | 36 | +4,849 | 2.0% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 232,410 | 26,469 | 0.01% | 0.0% | 37 | +199,103 | 597.78% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 201,327 | 23,768 | 0.01% | 0.02% | 38 | -232,593 | -53.6% | Q1 2026 | May 15, 2026 |
| CLEARFIELD CAPITAL MANAGEMENT LP | History | No change | 197,700 | 23,340 | 12.42% | 7.59% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 195,553 | 23,086 | 0.01% | 0.0% | 40 | -3,329 | -1.67% | Q1 2026 | Apr 30, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 189,000 | 22,313 | 0.07% | 0.1% | 41 | -186,000 | -49.6% | Q1 2026 | Apr 28, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 182,503 | 21,546 | 0.07% | 0.05% | 42 | +5,964 | 3.38% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 181,374 | 21,412 | 0.02% | 0.01% | 43 | +38,647 | 27.08% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 172,358 | 20,348 | 0.0% | 0.0% | 44 | +134,791 | 358.8% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 169,973 | 20,067 | 0.06% | 0.04% | 45 | +47,232 | 38.48% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 169,792 | 20,045 | 0.02% | 0.0% | 46 | +120,347 | 243.4% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 154,159 | 18,200 | 0.03% | 0.02% | 47 | -20,994 | -11.99% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 148,400 | 17,520 | 0.03% | 0.01% | 48 | +104,000 | 234.23% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 144,724 | 17,086 | 0.0% | 0.0% | 49 | +33,793 | 30.46% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 143,499 | 16,941 | 0.17% | 0.16% | 50 | -34,414 | -19.34% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 136,144 | 16,073 | 0.06% | — | 51 | +136,144 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 132,868 | 15,686 | 0.0% | 0.0% | 52 | +6,481 | 5.13% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 127,310 | 15,030 | 0.01% | 0.0% | 53 | +78,112 | 158.77% | Q1 2026 | May 12, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 126,500 | 14,934 | 0.76% | 0.68% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 125,000 | 14,757 | 1.62% | 2.03% | 55 | -75,000 | -37.5% | Q1 2026 | May 15, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | Reduced | 123,336 | 14,561 | 2.43% | 2.67% | 56 | -59,994 | -32.72% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Added to | 121,069 | 14,293 | 0.5% | 0.33% | 57 | +7,936 | 7.01% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 117,333 | 13,852 | 0.0% | 0.0% | 58 | -10,177 | -7.98% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 116,487 | 13,752 | 0.01% | 0.01% | 59 | +1,808 | 1.58% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 116,081 | 13,704 | 0.0% | 0.0% | 60 | +112,066 | 2791.18% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 115,915 | 13,684 | 0.0% | 0.0% | 61 | +4,400 | 3.95% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 114,800 | 13,553 | 0.02% | — | 62 | +114,800 | New | Q1 2026 | May 14, 2026 |
| Select Equity Group, L.P. | History | Reduced | 113,906 | 13,447 | 0.07% | 0.05% | 63 | -19,991 | -14.93% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 111,684 | 13,185 | 0.0% | 0.0% | 64 | -14,370 | -11.4% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 109,759 | 12,958 | 0.01% | 0.0% | 65 | +20,033 | 22.33% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 96,482 | 11,390 | 0.24% | 0.22% | 66 | -28,960 | -23.09% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 95,597 | 11,286 | 0.01% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 88,319 | 10,426 | 0.64% | 0.47% | 68 | -5,289 | -5.65% | Q1 2026 | Apr 30, 2026 |
| Arosa Capital Management LP | History | Added to | 88,000 | 10,389 | 1.57% | 0.43% | 69 | +48,000 | 120.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 86,763 | 10,243 | 0.02% | 0.02% | 70 | -21,047 | -19.52% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 84,786 | 10,010 | 0.15% | 0.13% | 71 | -12,340 | -12.71% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 84,379 | 9,961 | 0.01% | 0.01% | 72 | -21,134 | -20.03% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79,947 | 9,438 | 0.0% | 0.0% | 73 | +8,567 | 12.0% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 79,828 | 9,424 | 0.01% | 0.0% | 74 | +4,551 | 6.05% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 79,799 | 9,421 | 0.0% | 0.0% | 75 | -136,485 | -63.1% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 77,011 | 9,091 | 0.03% | 0.02% | 76 | -1,845 | -2.34% | Q1 2026 | May 14, 2026 |
| Hudson Value Partners, LLC | History | Reduced | 76,815 | 9,068 | 2.71% | 2.08% | 77 | -2,941 | -3.69% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 76,430 | 9,023 | 0.0% | 0.0% | 78 | -218,921 | -74.12% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 73,316 | 8,655 | 0.0% | 0.0% | 79 | -13,924 | -15.96% | Q1 2026 | May 04, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 67,874 | 8,013 | 1.06% | 0.87% | 80 | -8,668 | -11.32% | Q1 2026 | May 06, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 64,581 | 7,624 | 0.51% | 0.37% | 81 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 63,893 | 7,543 | 0.03% | 0.04% | 82 | -65,482 | -50.61% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 61,738 | 7,288 | 0.1% | 0.15% | 83 | -69,772 | -53.05% | Q1 2026 | May 22, 2026 |
| Aventail Capital Group, LP | History | New | 61,421 | 7,251 | 0.35% | — | 84 | +61,421 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 61,312 | 7,239 | 0.01% | 0.01% | 85 | +20,752 | 51.16% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 61,194 | 7,224 | 0.08% | 0.05% | 86 | +9,720 | 18.88% | Q1 2026 | Apr 23, 2026 |
| Trexquant Investment LP | History | Reduced | 59,272 | 6,997 | 0.05% | 0.11% | 87 | -85,418 | -59.04% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 57,084 | 6,739 | 0.01% | 0.0% | 88 | +10,726 | 23.14% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 55,685 | 6,574 | 0.14% | 0.1% | 89 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 54,812 | 6,471 | 0.02% | 0.01% | 90 | +13,310 | 32.07% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 53,828 | 6,354 | 0.01% | 0.01% | 91 | +4,670 | 9.5% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 57,009 | 6,346 | 0.0% | 0.0% | 92 | -42,638 | -42.79% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 53,650 | 6,334 | 0.01% | 0.01% | 93 | -5,459 | -9.24% | Q1 2026 | Apr 27, 2026 |
| EFG International AG | History | Reduced | 51,875 | 6,121 | 0.13% | 0.09% | 94 | -2,803 | -5.13% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 51,668 | 6,099 | 0.04% | 0.04% | 95 | -10,707 | -17.17% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 49,550 | 5,849 | 0.01% | 0.01% | 96 | -135 | -0.27% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 49,056 | 5,791 | 0.01% | 0.0% | 97 | +1,878 | 3.98% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | New | 47,557 | 5,737 | 0.06% | — | 98 | +47,557 | New | Q1 2026 | Apr 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 48,067 | 5,675 | 0.0% | 0.0% | 99 | +6,285 | 15.04% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 47,906 | 5,656 | 0.0% | 0.0% | 100 | +1,684 | 3.64% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 49,622 | 5,607 | 0.01% | 0.0% | 101 | -1,530 | -2.99% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 47,172 | 5,569 | 0.09% | 0.06% | 102 | +4,783 | 11.28% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 45,056 | 5,319 | 0.07% | 0.03% | 103 | +15,940 | 54.75% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 44,163 | 5,213 | 0.0% | — | 104 | +44,163 | New | Q1 2026 | May 08, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 43,267 | 5,108 | 0.34% | 0.22% | 105 | +489 | 1.14% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 42,990 | 5,043 | 0.0% | 0.0% | 106 | +4,057 | 10.42% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 41,709 | 4,925 | 0.0% | 0.0% | 107 | -21,327 | -33.83% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 40,106 | 4,735 | 0.02% | 0.01% | 108 | -782 | -1.91% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 39,775 | 4,695 | 0.02% | 0.09% | 109 | -105,016 | -72.53% | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 38,711 | 4,570 | 0.14% | 0.42% | 110 | -112,015 | -74.32% | Q1 2026 | May 15, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 38,098 | 4,497 | 0.71% | 0.49% | 111 | +706 | 1.89% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 37,670 | 4,447 | 0.02% | 0.01% | 112 | -79 | -0.21% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 37,414 | 4,416 | 0.01% | 0.0% | 113 | +18,038 | 93.09% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 37,267 | 4,399 | 0.01% | 0.0% | 114 | -500 | -1.32% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 36,636 | 4,325 | 0.0% | — | 115 | +36,636 | New | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 36,349 | 4,291 | 0.0% | 0.0% | 116 | +11,745 | 47.74% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 36,225 | 4,276 | 0.04% | 0.04% | 117 | -11,319 | -23.81% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 35,739 | 4,219 | 0.01% | 0.0% | 118 | +18,044 | 101.97% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 34,695 | 4,096 | 0.02% | 0.01% | 119 | -4,639 | -11.79% | Q1 2026 | May 11, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 34,543 | 4,078 | 0.04% | 0.02% | 120 | +10,527 | 43.83% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 34,046 | 4,019 | 0.01% | 0.01% | 121 | -1,003 | -2.86% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 33,411 | 3,944 | 0.0% | 0.0% | 122 | +7,885 | 30.89% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,653 | 3,855 | 0.01% | 0.0% | 123 | +32,312 | 9475.66% | Q1 2026 | May 01, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 32,318 | 3,815 | 0.0% | 0.0% | 124 | +11,553 | 55.64% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 30,801 | 3,636 | 0.0% | 0.0% | 125 | -591 | -1.88% | Q1 2026 | May 06, 2026 |
| PLUSTICK MANAGEMENT LLC | History | No change | 30,000 | 3,541 | 1.71% | 1.14% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 29,541 | 3,487 | 0.07% | 0.05% | 127 | +1,796 | 6.47% | Q1 2026 | Apr 27, 2026 |
| Informed Momentum Co LLC | History | New | 28,768 | 3,396 | 0.39% | — | 128 | +28,768 | New | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,597 | 3,376 | 0.01% | 0.0% | 129 | +1,997 | 7.51% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 28,121 | 3,319 | 0.04% | 0.03% | 130 | -792 | -2.74% | Q1 2026 | Apr 20, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | New | 28,000 | 3,305 | 0.12% | — | 131 | +28,000 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 28,008 | 3,296 | 0.0% | 0.0% | 132 | +19,715 | 237.73% | Q1 2026 | May 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 27,455 | 3,241 | 0.01% | 0.01% | 133 | -1,449 | -5.01% | Q1 2026 | May 08, 2026 |
| Inlet Private Wealth, LLC | History | No change | 27,400 | 3,234 | 0.83% | 0.54% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Riverwater Partners LLC | History | Added to | 27,270 | 3,219 | 1.07% | 0.87% | 135 | +1,125 | 4.3% | Q1 2026 | May 07, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 26,869 | 3,172 | 0.04% | 0.03% | 136 | +434 | 1.64% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,600 | 3,140 | 0.0% | 0.0% | 137 | -2,135 | -7.43% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 25,317 | 3,054 | 0.06% | — | 138 | +25,317 | New | Q1 2026 | Apr 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 25,052 | 2,957 | 0.0% | 0.0% | 139 | -2,347 | -8.57% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 23,776 | 2,806 | 0.0% | 0.01% | 140 | -56,528 | -70.39% | Q1 2026 | May 15, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 23,130 | 2,730 | 1.62% | 1.21% | 141 | -994 | -4.12% | Q1 2026 | Apr 13, 2026 |
| Penserra Capital Management LLC | History | New | 23,035 | 2,719 | 0.03% | — | 142 | +23,035 | New | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST BANK | History | No change | 22,771 | 2,688 | 0.2% | 0.14% | 143 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 22,600 | 2,668 | 0.05% | 0.03% | 144 | -800 | -3.42% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 22,394 | 2,642 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HRT FINANCIAL LP | History | New | 22,288 | 2,631 | 0.01% | — | 146 | +22,288 | New | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 21,992 | 2,596 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 21,775 | 2,571 | 0.01% | 0.01% | 148 | +464 | 2.18% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 21,515 | 2,540 | 0.0% | — | 150 | +21,515 | New | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 21,515 | 2,540 | 0.01% | 0.01% | 149 | -3,697 | -14.66% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 21,106 | 2,491 | 0.01% | 0.01% | 151 | +1,469 | 7.48% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Added to | 20,996 | 2,478 | 0.0% | 0.0% | 152 | +127 | 0.61% | Q1 2026 | May 11, 2026 |
| Oak Thistle LLC | History | New | 20,944 | 2,472 | 0.24% | — | 153 | +20,944 | New | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,799 | 2,455 | 0.0% | 0.0% | 154 | +3,021 | 16.99% | Q1 2026 | May 14, 2026 |
| Holocene Advisors, LP | History | New | 20,184 | 2,382 | 0.01% | — | 155 | +20,184 | New | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,071 | 2,370 | 0.0% | 0.0% | 156 | +2,898 | 16.88% | Q1 2026 | May 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 19,751 | 2,332 | 0.02% | 0.02% | 157 | -927 | -4.48% | Q1 2026 | May 13, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 19,462 | 2,297 | 1.96% | 1.18% | 158 | +3,882 | 24.92% | Q1 2026 | Apr 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 19,303 | 2,278 | 0.02% | — | 159 | +19,303 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,080 | 2,252 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | New | 18,900 | 2,231 | 0.05% | — | 162 | +18,900 | New | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 18,900 | 2,231 | 0.01% | 0.01% | 161 | -500 | -2.58% | Q1 2026 | Apr 29, 2026 |
| Convergence Investment Partners, LLC | History | Added to | 18,505 | 2,184 | 0.36% | 0.23% | 163 | +5,196 | 39.04% | Q1 2026 | May 07, 2026 |
| Hel Ved Capital Management Ltd | History | Reduced | 18,180 | 2,146 | 0.25% | 0.61% | 164 | -8,180 | -31.03% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 18,078 | 2,134 | 0.01% | 0.01% | 165 | -1,216 | -6.3% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 17,685 | 2,087 | 0.09% | 0.06% | 166 | -25 | -0.14% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 16,543 | 1,953 | 0.01% | 0.01% | 167 | -359 | -2.12% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 16,387 | 1,934 | 0.0% | 0.0% | 168 | -269 | -1.62% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 16,314 | 1,926 | 0.01% | 0.0% | 169 | +10,470 | 179.16% | Q1 2026 | May 08, 2026 |
| Quantum Private Wealth, LLC | History | No change | 16,052 | 1,895 | 0.59% | 0.4% | 170 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 16,010 | 1,890 | 0.34% | 0.29% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,734 | 1,857 | 0.0% | 0.0% | 172 | +104 | 0.67% | Q1 2026 | May 06, 2026 |
| CREDIT AGRICOLE S A | History | New | 15,000 | 1,770 | 0.0% | — | 173 | +15,000 | New | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Reduced | 14,016 | 1,654 | 0.61% | 0.72% | 174 | -7,539 | -34.98% | Q1 2026 | Apr 15, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | New | 14,000 | 1,653 | 0.85% | — | 175 | +14,000 | New | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,930 | 1,644 | 0.02% | 0.01% | 176 | -84 | -0.6% | Q1 2026 | Apr 24, 2026 |
| Range Financial Group LLC | History | Added to | 13,857 | 1,635 | 0.55% | 0.4% | 177 | +462 | 3.45% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 13,734 | 1,621 | 0.01% | 0.0% | 178 | +1,260 | 10.1% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,434 | 1,586 | 0.02% | 0.02% | 179 | -413 | -2.98% | Q1 2026 | Apr 23, 2026 |
| Arizona State Retirement System | History | Reduced | 13,309 | 1,571 | 0.01% | 0.01% | 180 | -183 | -1.36% | Q1 2026 | May 01, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | No change | 13,067 | 1,542 | 0.84% | 0.64% | 181 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIXIS | History | Reduced | 12,992 | 1,533 | 0.01% | 0.01% | 182 | -11,249 | -46.4% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 12,937 | 1,527 | 0.0% | 0.0% | 183 | +5,348 | 70.47% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 17,700 | 1,514 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 12,709 | 1,500 | 0.01% | 0.01% | 185 | -300 | -2.31% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 12,624 | 1,490 | 0.0% | 0.01% | 186 | -270,670 | -95.54% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,614 | 1,489 | 0.01% | 0.01% | 187 | -14 | -0.11% | Q1 2026 | May 01, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 12,543 | 1,480 | 0.81% | 0.75% | 188 | -3,374 | -21.2% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 12,413 | 1,465 | 0.0% | — | 189 | +12,413 | New | Q1 2026 | May 08, 2026 |
| Richard Bernstein Advisors LLC | History | New | 12,394 | 1,463 | 0.04% | — | 190 | +12,394 | New | Q1 2026 | Apr 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 12,340 | 1,456 | 0.0% | 0.0% | 191 | +1,689 | 15.86% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 17,015 | 1,455 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Magnetar Financial LLC | History | New | 12,165 | 1,436 | 0.01% | — | 193 | +12,165 | New | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 11,984 | 1,414 | 0.13% | 0.09% | 194 | -177 | -1.46% | Q1 2026 | May 14, 2026 |
| Voleon Capital Management LP | History | Reduced | 11,860 | 1,400 | 0.03% | 0.04% | 195 | -10,593 | -47.18% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,765 | 1,388 | 0.02% | 0.01% | 196 | +2,805 | 31.31% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,667 | 1,377 | 0.02% | 0.01% | 197 | -27 | -0.23% | Q1 2026 | Apr 29, 2026 |
| NORGES BANK | History | No change | 15,707 | 1,343 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Boston Partners | History | Added to | 11,191 | 1,321 | 0.0% | 0.0% | 199 | +476 | 4.44% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,056 | 1,305 | 0.1% | 0.07% | 200 | +375 | 3.51% | Q1 2026 | Apr 22, 2026 |
| Rithm Capital Corp. | History | Added to | 10,500 | 1,239 | 1.84% | 1.69% | 201 | +2,000 | 23.53% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 10,335 | 1,220 | 0.02% | 0.02% | 202 | -44 | -0.42% | Q1 2026 | May 04, 2026 |
| Summit Global Investments | History | Reduced | 10,309 | 1,217 | 0.07% | 0.07% | 203 | -4,514 | -30.45% | Q1 2026 | May 07, 2026 |
| Aperture Investors, LLC | History | Reduced | 10,272 | 1,212 | 0.15% | 0.24% | 204 | -14,674 | -58.82% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 10,258 | 1,211 | 0.0% | 0.0% | 205 | -34,349 | -77.0% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 14,043 | 1,201 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 10,115 | 1,194 | 0.02% | 0.01% | 207 | +3,331 | 49.1% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 10,299 | 1,193 | 0.0% | 0.0% | 208 | -8,339 | -44.74% | Q1 2026 | Apr 30, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | Reduced | 9,967 | 1,176 | 0.4% | 0.32% | 209 | -550 | -5.23% | Q1 2026 | Apr 21, 2026 |
| Steadtrust LLC | History | No change | 9,850 | 1,162 | 0.66% | 0.52% | 210 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 9,768 | 1,153 | 0.01% | — | 211 | +9,768 | New | Q1 2026 | Apr 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 9,757 | 1,151 | 0.01% | 0.01% | 212 | -1,140 | -10.46% | Q1 2026 | May 14, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 9,685 | 1,143 | 0.17% | 0.12% | 213 | +242 | 2.56% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 10,187 | 1,134 | 0.04% | 0.03% | 214 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,589 | 1,132 | 0.0% | 0.0% | 215 | +290 | 3.12% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,398 | 1,109 | 0.0% | 0.0% | 216 | +371 | 4.11% | Q1 2026 | May 05, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 9,002 | 1,062 | 0.35% | 0.29% | 217 | -1,331 | -12.88% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,542 | 1,058 | 0.0% | 0.0% | 218 | +2,042 | 31.42% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,902 | 1,050 | 0.0% | 0.0% | 219 | +564 | 6.76% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,860 | 1,046 | 0.0% | 0.0% | 220 | +1,345 | 17.9% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,797 | 1,038 | 0.05% | 0.04% | 221 | +27 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Portolan Capital Management, LLC | History | No change | 8,725 | 1,030 | 0.05% | 0.04% | 222 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 8,628 | 1,018 | 0.06% | 0.04% | 223 | +7 | 0.08% | Q1 2026 | May 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 8,542 | 1,008 | 0.0% | 0.0% | 224 | +8,317 | 3696.44% | Q1 2026 | May 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 11,774 | 1,007 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 8,500 | 1,003 | 0.47% | 0.34% | 226 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 8,458 | 998 | 0.0% | 0.0% | 227 | +4,704 | 125.31% | Q1 2026 | May 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 8,439 | 996 | 0.01% | 0.01% | 228 | +2,730 | 47.82% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 8,400 | 991 | 0.0% | 0.0% | 229 | +500 | 6.33% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 7,884 | 988 | 0.0% | 0.0% | 230 | +4,978 | 171.3% | Q1 2026 | May 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 8,651 | 963 | 0.17% | 0.21% | 231 | -7,055 | -44.92% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Added to | 8,009 | 945 | 0.0% | 0.0% | 232 | +1,067 | 15.37% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 7,778 | 918 | 0.0% | 0.0% | 233 | +1,443 | 22.78% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,733 | 912 | 0.0% | 0.0% | 234 | +19 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Jump Financial, LLC | History | Reduced | 7,600 | 897 | 0.01% | 0.03% | 235 | -22,131 | -74.44% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Reduced | 7,442 | 878 | 0.09% | 0.16% | 236 | -7,728 | -50.94% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,301 | 861 | 0.0% | 0.0% | 237 | +426 | 6.2% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 6,962 | 822 | 0.05% | 0.08% | 238 | -3,841 | -35.55% | Q1 2026 | May 08, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 6,913 | 816 | 0.18% | — | 239 | +6,913 | New | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 6,816 | 804 | 0.0% | 0.0% | 240 | +2,944 | 76.03% | Q1 2026 | May 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 6,813 | 804 | 0.14% | 0.1% | 241 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,788 | 801 | 0.01% | 0.0% | 243 | +2,625 | 63.06% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 6,793 | 801 | 0.0% | 0.0% | 242 | +1,035 | 17.97% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | New | 6,590 | 778 | 0.03% | — | 244 | +6,590 | New | Q1 2026 | May 14, 2026 |
| Cohen Capital Management, Inc. | History | No change | 6,580 | 776 | 0.12% | 0.08% | 245 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| First PREMIER Bank | History | Reduced | 6,494 | 767 | 0.18% | 0.13% | 246 | -297 | -4.37% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,280 | 741 | 0.01% | 0.01% | 247 | -473 | -7.0% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 6,231 | 735 | 0.01% | 0.01% | 248 | -2,684 | -30.11% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,837 | 689 | 0.01% | 0.01% | 249 | +7 | 0.12% | Q1 2026 | May 07, 2026 |
| EntryPoint Capital, LLC | History | No change | 5,750 | 678 | 0.2% | 0.19% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,672 | 669 | 0.01% | 0.02% | 251 | -4,773 | -45.7% | Q1 2026 | May 18, 2026 |
| Allied Investment Advisors, LLC | History | No change | 5,607 | 661 | 0.09% | 0.07% | 252 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,424 | 640 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,163 | 609 | 0.0% | 0.0% | 254 | +1,279 | 32.93% | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | No change | 5,116 | 603 | 0.21% | 0.16% | 255 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,033 | 594 | 0.0% | 0.0% | 256 | +1,303 | 34.93% | Q1 2026 | May 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 5,000 | 590 | 0.39% | 0.28% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fractal Investments LLC | History | No change | 4,900 | 578 | 0.07% | 0.06% | 258 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,805 | 567 | 0.02% | 0.01% | 259 | +93 | 1.97% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 4,727 | 558 | 0.0% | 0.0% | 260 | +2,113 | 80.83% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,690 | 553 | 0.01% | 0.01% | 261 | +285 | 6.47% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,666 | 550 | 0.01% | 0.01% | 262 | +1,381 | 42.04% | Q1 2026 | May 11, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,589 | 541 | 0.0% | 0.0% | 263 | +236 | 5.42% | Q1 2026 | May 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 4,580 | 541 | 0.16% | 0.12% | 264 | -9 | -0.2% | Q1 2026 | May 05, 2026 |
| INGALLS & SNYDER LLC | History | No change | 4,548 | 537 | 0.02% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 4,432 | 523 | 0.02% | 0.0% | 266 | +4,078 | 1151.98% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,416 | 521 | 0.0% | 0.0% | 267 | -41 | -0.92% | Q1 2026 | May 15, 2026 |
| Perbak Capital Partners LLP | History | New | 4,395 | 518 | 0.13% | — | 268 | +4,395 | New | Q1 2026 | May 15, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 4,354 | 514 | 0.05% | 0.04% | 269 | -890 | -16.97% | Q1 2026 | Apr 29, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 4,347 | 513 | 0.22% | 0.16% | 270 | +5 | 0.12% | Q1 2026 | Apr 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,945 | 508 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,259 | 502 | 0.01% | 0.01% | 272 | -2,181 | -33.87% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,217 | 497 | 0.0% | 0.0% | 273 | -75 | -1.75% | Q1 2026 | Apr 30, 2026 |
| Palisade Asset Management, LLC | History | Added to | 4,110 | 485 | 0.05% | 0.03% | 274 | +49 | 1.21% | Q1 2026 | Apr 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 4,081 | 481 | 0.0% | 0.0% | 275 | -11 | -0.27% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 3,999 | 472 | 0.0% | 0.0% | 276 | -75 | -1.84% | Q1 2026 | May 05, 2026 |
| XPONANCE LLC | History | Added to | 3,965 | 468 | 0.0% | 0.0% | 277 | +1,180 | 42.37% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 3,844 | 453 | 0.05% | 0.04% | 278 | +1 | 0.03% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Reduced | 3,782 | 446 | 0.0% | 0.0% | 279 | -1,037 | -21.52% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 3,782 | 446 | 0.01% | 0.0% | 280 | -298 | -7.3% | Q1 2026 | May 08, 2026 |
| DMKC Advisory Services, LLC | History | No change | 3,762 | 444 | 0.18% | 0.14% | 281 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 3,750 | 442 | 0.2% | 0.13% | 282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 3,672 | 433 | 0.0% | 0.0% | 283 | +896 | 32.28% | Q1 2026 | May 04, 2026 |
| Quantbot Technologies LP | History | Reduced | 3,568 | 421 | 0.02% | 0.11% | 284 | -35,927 | -90.97% | Q1 2026 | May 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 3,543 | 418 | 0.08% | 0.06% | 285 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| XTX Topco Ltd | History | Reduced | 3,507 | 414 | 0.01% | 0.07% | 286 | -25,755 | -88.02% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 2,599 | 414 | 0.01% | — | 287 | +2,599 | New | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,295 | 389 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moran Wealth Management, LLC | History | New | 3,294 | 388 | 0.01% | — | 289 | +3,294 | New | Q1 2026 | Apr 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,270 | 386 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 3,236 | 382 | 0.0% | 0.0% | 291 | +40 | 1.25% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,175 | 374 | 0.0% | 0.0% | 292 | -2,221 | -41.16% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,156 | 372 | 0.04% | 0.03% | 294 | -600 | -15.97% | Q1 2026 | Apr 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 3,155 | 372 | 0.0% | 0.0% | 293 | +16 | 0.51% | Q1 2026 | Apr 16, 2026 |
| DnB Asset Management AS | History | New | 3,067 | 362 | 0.0% | — | 295 | +3,067 | New | Q1 2026 | May 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | New | 3,050 | 360 | 0.04% | — | 296 | +3,050 | New | Q1 2026 | May 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 3,000 | 354 | 0.0% | — | 297 | +3,000 | New | Q1 2026 | May 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 2,980 | 351 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,901 | 342 | 0.0% | 0.0% | 299 | +312 | 12.05% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 2,828 | 333 | 0.0% | 0.0% | 300 | -487 | -14.69% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | Reduced | 2,789 | 329 | 0.02% | 0.06% | 301 | -9,951 | -78.11% | Q1 2026 | May 14, 2026 |
| Massar Capital Management, LP | History | New | 2,786 | 328 | 0.04% | — | 302 | +2,786 | New | Q1 2026 | May 15, 2026 |
| Utah Retirement Systems | History | No change | 2,775 | 327 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 2,766 | 326 | 0.04% | 0.06% | 304 | -92 | -3.22% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | New | 2,718 | 320 | 0.0% | — | 305 | +2,718 | New | Q1 2026 | May 13, 2026 |
| Elgethun Capital Management | History | No change | 2,682 | 316 | 0.05% | 0.04% | 306 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 2,640 | 311 | 0.0% | 0.01% | 307 | +81 | 3.17% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,631 | 310 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,612 | 308 | 0.0% | 0.0% | 309 | +14 | 0.54% | Q1 2026 | Apr 30, 2026 |
| Jefferies Financial Group Inc. | History | New | 2,593 | 306 | 0.0% | — | 311 | +2,593 | New | Q1 2026 | May 07, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,600 | 306 | 0.0% | 0.0% | 310 | +2,100 | 420.0% | Q1 2026 | May 13, 2026 |
| HORAN Wealth, LLC | History | No change | 2,500 | 295 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,478 | 292 | 0.02% | 0.02% | 314 | -8 | -0.32% | Q1 2026 | Apr 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,481 | 292 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 2,442 | 288 | 0.01% | 0.01% | 315 | -1,362 | -35.8% | Q1 2026 | Apr 30, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,445 | 288 | 0.02% | 0.01% | 316 | +36 | 1.49% | Q1 2026 | Apr 27, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 2,429 | 286 | 0.0% | 0.05% | 317 | -56,376 | -95.87% | Q1 2026 | May 12, 2026 |
| Vestcor Inc | History | Added to | 2,424 | 286 | 0.01% | 0.0% | 318 | +1,080 | 80.36% | Q1 2026 | May 12, 2026 |
| ASSOCIATED BANC-CORP | History | New | 2,411 | 284 | 0.01% | — | 319 | +2,411 | New | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | New | 2,400 | 283 | 0.0% | — | 320 | +2,400 | New | Q1 2026 | May 05, 2026 |
| Unified Investment Management | History | Reduced | 2,294 | 270 | 0.28% | 0.2% | 321 | -50 | -2.13% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 2,285 | 269 | 0.01% | — | 322 | +2,285 | New | Q1 2026 | May 14, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 2,265 | 267 | 0.01% | 0.01% | 323 | -385 | -14.53% | Q1 2026 | Apr 24, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 3,120 | 266 | 0.05% | 0.05% | 324 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Wedmont Private Capital | History | New | 2,053 | 263 | 0.01% | — | 325 | +2,053 | New | Q1 2026 | Apr 09, 2026 |
| Curated Wealth Partners LLC | History | New | 2,174 | 256 | 0.03% | — | 326 | +2,174 | New | Q1 2026 | Apr 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,147 | 253 | 0.0% | — | 328 | +2,147 | New | Q1 2026 | Apr 20, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 2,143 | 253 | 0.02% | — | 327 | +2,143 | New | Q1 2026 | May 15, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | New | 2,133 | 251 | 0.09% | — | 329 | +2,133 | New | Q1 2026 | May 15, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 2,102 | 248 | 0.0% | 0.0% | 330 | -3,776 | -64.24% | Q1 2026 | Apr 14, 2026 |
| WESBANCO BANK INC | History | New | 2,106 | 248 | 0.01% | — | 331 | +2,106 | New | Q1 2026 | Apr 21, 2026 |
| Financial Futures Ltd Liability Co. | History | New | 2,072 | 244 | 0.11% | — | 332 | +2,072 | New | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,001 | 236 | 0.01% | 0.0% | 333 | +1,300 | 185.45% | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 1,996 | 235 | 0.06% | — | 334 | +1,996 | New | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 1,972 | 232 | 0.01% | — | 335 | +1,972 | New | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | New | 1,948 | 229 | 0.0% | — | 336 | +1,948 | New | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,939 | 228 | 0.0% | 0.0% | 337 | -1,695 | -46.64% | Q1 2026 | Apr 24, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 1,914 | 226 | 0.01% | — | 338 | +1,914 | New | Q1 2026 | Apr 28, 2026 |
| SCOTIA CAPITAL INC. | History | New | 1,907 | 225 | 0.0% | — | 339 | +1,907 | New | Q1 2026 | May 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 1,903 | 224 | 0.03% | — | 340 | +1,903 | New | Q1 2026 | Apr 21, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 2,000 | 222 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,644 | 218 | 0.0% | — | 342 | +1,644 | New | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | New | 1,839 | 217 | 0.0% | — | 343 | +1,839 | New | Q1 2026 | Apr 27, 2026 |
| Machina Capital S.A.S. | History | New | 1,825 | 215 | 0.04% | — | 344 | +1,825 | New | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | New | 1,793 | 211 | 0.0% | — | 345 | +1,793 | New | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,375 | 207 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 1,733 | 204 | 0.04% | 0.05% | 347 | -1,247 | -41.85% | Q1 2026 | May 08, 2026 |
| Wealth Group Ltd | History | New | 1,725 | 203 | 0.05% | — | 348 | +1,725 | New | Q1 2026 | Apr 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,706 | 201 | 0.0% | 0.0% | 349 | -1,303 | -43.3% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 1,673 | 198 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,516 | 178 | 0.01% | 0.01% | 351 | +230 | 17.88% | Q1 2026 | Apr 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,471 | 173 | 0.0% | 0.0% | 352 | +124 | 9.21% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,300 | 153 | 0.0% | — | 353 | +1,300 | New | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 1,217 | 143 | 0.0% | 0.0% | 354 | -1 | -0.08% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,200 | 141 | 0.0% | 0.0% | 355 | +75 | 6.67% | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,150 | 135 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,131 | 133 | 0.01% | 0.01% | 357 | +51 | 4.72% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,125 | 132 | 0.02% | 0.01% | 358 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,100 | 129 | 0.02% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,040 | 122 | 0.0% | 0.0% | 360 | +61 | 6.23% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,002 | 118 | 0.0% | 0.0% | 361 | +145 | 16.92% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 950 | 112 | 0.0% | — | 362 | +950 | New | Q1 2026 | Apr 14, 2026 |
| Horizon Investments, LLC | History | New | 950 | 112 | 0.0% | — | 363 | +950 | New | Q1 2026 | May 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 936 | 110 | 0.02% | — | 364 | +936 | New | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 925 | 109 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 889 | 104 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 865 | 102 | 0.02% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MetLife Investment Management, LLC | History | Added to | 833 | 98 | 0.0% | 0.0% | 368 | +1 | 0.12% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 792 | 93 | 0.0% | 0.0% | 369 | +71 | 9.85% | Q1 2026 | Apr 07, 2026 |
| Quarry LP | History | Added to | 780 | 92 | 0.02% | 0.0% | 370 | +563 | 259.45% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 750 | 88 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 723 | 85 | 0.0% | 0.0% | 372 | +463 | 178.08% | Q1 2026 | May 14, 2026 |
| BALLAST ADVISORS LLC | History | New | 710 | 84 | 0.02% | — | 373 | +710 | New | Q1 2026 | May 12, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 680 | 80 | 0.0% | 0.08% | 374 | -31,440 | -97.88% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 642 | 75 | 0.02% | 0.01% | 375 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Quent Capital, LLC | History | No change | 614 | 72 | 0.01% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 526 | 65 | 0.01% | 0.0% | 377 | +128 | 32.16% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 537 | 63 | 0.01% | 0.0% | 378 | +461 | 606.58% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | Reduced | 530 | 62 | 0.01% | 0.01% | 379 | -112 | -17.45% | Q1 2026 | Apr 15, 2026 |
| Bank of New Hampshire | History | No change | 505 | 59 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| McMillan Office, Inc. | History | No change | 506 | 59 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | No change | 473 | 55 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 433 | 54 | 0.0% | 0.0% | 383 | +182 | 72.51% | Q1 2026 | Apr 07, 2026 |
| Bangor Savings Bank | History | Reduced | 453 | 53 | 0.0% | 0.0% | 384 | -5 | -1.09% | Q1 2026 | Apr 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 611 | 52 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 419 | 49 | 0.02% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 400 | 47 | 0.0% | 0.0% | 387 | -100 | -20.0% | Q1 2026 | Apr 09, 2026 |
| Costello Asset Management, INC | History | No change | 383 | 45 | 0.02% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Covestor Ltd | History | Reduced | 363 | 43 | 0.03% | 0.02% | 389 | -40 | -9.93% | Q1 2026 | May 05, 2026 |
| State of Wyoming | History | Reduced | 357 | 42 | 0.0% | 0.04% | 390 | -3,508 | -90.76% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 345 | 40 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 328 | 38 | 0.0% | 0.0% | 392 | -104 | -24.07% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 299 | 37 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 311 | 36 | 0.0% | 0.0% | 394 | +196 | 170.43% | Q1 2026 | May 14, 2026 |
| BAYBAN | History | Added to | 305 | 36 | 0.03% | 0.02% | 396 | +27 | 9.71% | Q1 2026 | Apr 24, 2026 |
| SITTNER & NELSON, LLC | History | No change | 310 | 36 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 300 | 35 | 0.0% | 0.0% | 397 | -295 | -49.58% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | New | 293 | 34 | 0.0% | — | 399 | +293 | New | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Added to | 296 | 34 | 0.0% | 0.0% | 398 | +6 | 2.07% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 1,733 | 30 | 0.0% | 0.0% | 401 | +1,232 | 245.91% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 255 | 30 | 0.0% | 0.0% | 402 | -39 | -13.27% | Q1 2026 | Apr 20, 2026 |
| ALERUS FINANCIAL NA | History | No change | 255 | 30 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Leo H. Evart, Inc. | History | New | 253 | 29 | 0.02% | — | 404 | +253 | New | Q1 2026 | May 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 250 | 29 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 225 | 26 | 0.0% | 0.0% | 405 | +7 | 3.21% | Q1 2026 | Apr 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 228 | 26 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 192 | 26 | 0.03% | 0.02% | 407 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 217 | 25 | 0.0% | 0.0% | 409 | +121 | 126.04% | Q1 2026 | Apr 24, 2026 |
| City State Bank | History | No change | 212 | 25 | 0.01% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 207 | 24 | 0.01% | — | 410 | +207 | New | Q1 2026 | May 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 193 | 22 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | No change | 194 | 22 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 181 | 21 | 0.0% | 0.0% | 413 | +104 | 135.06% | Q1 2026 | May 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 176 | 20 | 0.0% | 0.0% | 414 | -56 | -24.14% | Q1 2026 | Apr 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 168 | 19 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 161 | 19 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 154 | 18 | 0.0% | 0.0% | 417 | -59 | -27.7% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 150 | 18 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 185 | 15 | 0.05% | 0.05% | 419 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 109 | 12 | 0.0% | 0.38% | 420 | -1,332,417 | -99.99% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 109 | 12 | 0.0% | 0.0% | 421 | -46 | -29.68% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 102 | 12 | 0.0% | 0.0% | 422 | +26 | 34.21% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 100 | 11 | 0.0% | 0.0% | 425 | +34 | 51.52% | Q1 2026 | Apr 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 11 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | No change | 100 | 11 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 252 | 9 | 0.0% | 0.27% | 427 | -6,849 | -96.45% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 73 | 9 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 76 | 8 | 0.0% | — | 428 | +75 | 7500.0% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | New | 71 | 8 | 0.0% | — | 434 | +71 | New | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 77 | 8 | 0.0% | 0.0% | 431 | +32 | 71.11% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | No change | 73 | 8 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Front Row Advisors LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Rossby Financial, LCC | History | No change | 68 | 8 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 74 | 8 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | No change | 67 | 7 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | No change | 65 | 7 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 51 | 6 | 0.0% | — | 442 | +51 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 55 | 6 | 0.0% | — | 437 | +46 | 511.11% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 59 | 6 | 0.0% | 0.0% | 441 | +36 | 156.52% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 52 | 6 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 72 | 6 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | No change | 52 | 6 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 44 | 5 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Investors Portfolio Services LLC | History | New | 29 | 4 | 0.0% | — | 448 | +29 | New | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 40 | 4 | 0.0% | 0.0% | 444 | +8 | 25.0% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 40 | 4 | 0.0% | 0.0% | 445 | -2 | -4.76% | Q1 2026 | May 13, 2026 |
| Lummis Asset Management, LP | History | No change | 37 | 4 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 37 | 4 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Corsicana & Co. | History | New | 90 | 3 | 0.0% | — | 455 | +90 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 28 | 3 | 0.0% | — | 453 | +28 | New | Q1 2026 | May 19, 2026 |
| CVA Family Office, LLC | History | New | 28 | 3 | 0.0% | — | 454 | +28 | New | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 28 | 3 | 0.0% | 0.0% | 450 | +1 | 3.7% | Q1 2026 | Apr 20, 2026 |
| Manchester Capital Management LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Valued Wealth Advisors LLC | History | New | 23 | 2 | 0.0% | — | 464 | +23 | New | Q1 2026 | Apr 30, 2026 |
| TD Capital Management LLC | History | Added to | 24 | 2 | 0.0% | — | 458 | +21 | 700.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 17 | 2 | 0.0% | — | 462 | +15 | 750.0% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 23 | 2 | 0.0% | 0.0% | 460 | +7 | 43.75% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 21 | 2 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 25 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | No change | 16 | 2 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 466 | -68 | -86.08% | Q1 2026 | Apr 27, 2026 |
| Sachetta, LLC | History | New | 16 | 1 | 0.0% | — | 475 | +16 | New | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | New | 15 | 1 | 0.0% | — | 476 | +15 | New | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 465 | -14 | -56.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 13 | 1 | 0.0% | — | 467 | +6 | 85.71% | Q1 2026 | Apr 13, 2026 |
| Cromwell Holdings LLC | History | Added to | 10 | 1 | 0.0% | — | 472 | +6 | 150.0% | Q1 2026 | Apr 30, 2026 |
| True Wealth Design, LLC | History | Added to | 15 | 1 | 0.0% | — | 474 | +5 | 50.0% | Q1 2026 | Apr 13, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 13 | 1 | 0.0% | — | 469 | +3 | 30.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | No change | 11 | 1 | 0.0% | — | 468 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 11 | 1 | 0.0% | — | 470 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TFC Financial Management, Inc. | History | No change | 11 | 1 | 0.0% | — | 471 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Red Tortoise LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Closed out | 0 | 0 | — | 1.54% | — | -149,465 | -100.0% | Q1 2026 | May 07, 2026 |
| Nixon Capital, LLC | History | Closed out | 0 | 0 | — | 2.46% | — | -108,866 | -100.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -91,317 | -100.0% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -83,260 | -100.0% | Q1 2026 | May 13, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -78,744 | -100.0% | Q1 2026 | May 13, 2026 |
| MARSICO CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -53,142 | -100.0% | Q1 2026 | May 13, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.25% | — | -41,373 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,554 | -100.0% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -27,630 | -100.0% | Q1 2026 | May 04, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,744 | -100.0% | Q1 2026 | May 15, 2026 |
| Catalyst Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,008 | -100.0% | Q1 2026 | May 06, 2026 |
| REAVES W H & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,500 | -100.0% | Q1 2026 | May 07, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,702 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.18% | — | -9,392 | -100.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -8,640 | -100.0% | Q1 2026 | May 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,579 | -100.0% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.19% | — | -8,086 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,028 | -100.0% | Q1 2026 | May 15, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.25% | — | -7,299 | -100.0% | Q1 2026 | Apr 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,713 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.08% | — | -6,117 | -100.0% | Q1 2026 | May 12, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,844 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,318 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,170 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,794 | -100.0% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,764 | -100.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,531 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,440 | -100.0% | Q1 2026 | May 04, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,212 | -100.0% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,199 | -100.0% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,960 | -100.0% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,842 | -100.0% | Q1 2026 | May 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -847 | -100.0% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -449 | -99.78% | Q1 2026 | Apr 21, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -344 | -100.0% | Q1 2026 | May 22, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 06, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 06, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 01, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +6 | 600.0% | Q1 2026 | Apr 14, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q1 2026 | Apr 21, 2026 |
| Abound Wealth Management | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q1 2026 | Apr 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Trust, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gen-Wealth Partners Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |