ENCORE CAPITAL GROUP INC - ECPG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 3,893,475 | 273,010 | 0.0% | 0.0% | 1 | -59,594 | -1.51% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 2,203,857 | 154,534 | 0.02% | 0.02% | 2 | +28 | 0.0% | Q1 2026 | May 05, 2026 |
| VANGUARD GROUP INC | History | No change | 2,373,398 | 128,994 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 1,301,078 | 91,231 | 1.25% | 0.92% | 4 | -4,571 | -0.35% | Q1 2026 | Apr 28, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,242,682 | 87,136 | 0.0% | — | 5 | +1,242,682 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,007,023 | 70,610 | 0.01% | 0.01% | 6 | -81,150 | -7.46% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 936,058 | 65,636 | 0.0% | — | 7 | +936,058 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 849,459 | 59,564 | 0.0% | 0.0% | 8 | -29,922 | -3.4% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 689,845 | 48,371 | 0.01% | 0.01% | 9 | -146,226 | -17.49% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 622,584 | 43,663 | 0.0% | 0.0% | 10 | +77,716 | 14.26% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 594,374 | 41,677 | 0.01% | 0.01% | 11 | -133,610 | -18.35% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 522,334 | 36,626 | 0.02% | 0.02% | 12 | -44,629 | -7.87% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 463,297 | 32,486 | 0.01% | 0.01% | 13 | +50,799 | 12.31% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 447,081 | 31,349 | 0.0% | 0.0% | 14 | -22,727 | -4.84% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 449,446 | 30,849 | 0.0% | 0.0% | 15 | +367,370 | 447.6% | Q1 2026 | May 13, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 388,425 | 27,236 | 1.39% | 1.13% | 16 | +2,595 | 0.67% | Q1 2026 | May 06, 2026 |
| Turtle Creek Asset Management Inc. | History | Reduced | 388,213 | 27,221 | 1.02% | 2.32% | 17 | -582,380 | -60.0% | Q1 2026 | May 19, 2026 |
| Allianz Asset Management GmbH | History | Added to | 373,645 | 26,199 | 0.03% | 0.02% | 18 | +62,904 | 20.24% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 334,018 | 23,421 | 0.01% | 0.0% | 19 | +289,964 | 658.2% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 330,948 | 23,206 | 0.01% | 0.0% | 20 | +90,204 | 37.47% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Added to | 319,405 | 22,396 | 0.0% | 0.0% | 21 | +63,215 | 24.68% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 316,727 | 22,208 | 0.01% | 0.0% | 22 | -55,189 | -14.84% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 312,922 | 21,942 | 0.0% | 0.0% | 23 | -6,332 | -1.98% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 282,979 | 19,842 | 0.02% | 0.01% | 24 | +120,280 | 73.93% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 249,199 | 17,473 | 0.0% | 0.0% | 25 | +3,183 | 1.29% | Q1 2026 | May 14, 2026 |
| Karl Kapital LLC | History | Reduced | 222,611 | 15,609 | 10.81% | 12.91% | 26 | -45,206 | -16.88% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 209,610 | 14,697 | 0.15% | 0.11% | 27 | +11,720 | 5.92% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 201,279 | 14,113 | 0.0% | 0.0% | 28 | +47,151 | 30.59% | Q1 2026 | May 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 173,950 | 12,197 | 0.25% | 0.19% | 29 | +3,948 | 2.32% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 164,832 | 11,558 | 0.01% | 0.0% | 30 | +107,587 | 187.94% | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 153,952 | 10,795 | 0.32% | 0.24% | 31 | -349 | -0.23% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 142,964 | 10,024 | 0.0% | — | 32 | +142,964 | New | Q1 2026 | May 08, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 142,838 | 10,015 | 0.27% | 0.21% | 33 | +5,700 | 4.16% | Q1 2026 | May 04, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | Reduced | 142,512 | 9,992 | 1.62% | 1.69% | 34 | -28,510 | -16.67% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 135,692 | 9,515 | 0.01% | 0.01% | 35 | +32,189 | 31.1% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 130,209 | 9,130 | 0.0% | 0.0% | 36 | -8,819 | -6.34% | Q1 2026 | May 05, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 124,003 | 8,695 | 0.01% | 0.01% | 37 | -26,939 | -17.85% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 123,134 | 8,634 | 0.0% | 0.0% | 38 | +29,796 | 31.92% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 123,042 | 8,627 | 0.0% | 0.0% | 39 | -16,423 | -11.78% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 118,513 | 8,310 | 0.0% | 0.0% | 40 | +37,265 | 45.87% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 110,150 | 7,723 | 0.0% | 0.0% | 41 | +3,118 | 2.91% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 108,369 | 7,598 | 0.0% | 0.0% | 42 | +2,061 | 1.94% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | New | 107,684 | 7,550 | 0.05% | — | 43 | +107,684 | New | Q1 2026 | May 14, 2026 |
| HBK INVESTMENTS L P | History | New | 102,000 | 7,152 | 0.07% | — | 44 | +102,000 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 101,948 | 7,148 | 0.0% | 0.0% | 45 | +17,887 | 21.28% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 96,072 | 6,736 | 1.02% | 0.93% | 46 | -16,296 | -14.5% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 85,948 | 6,026 | 0.0% | 0.0% | 47 | +14,390 | 20.11% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 81,920 | 5,744 | 0.0% | 0.0% | 48 | -56,063 | -40.63% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 79,841 | 5,598 | 0.02% | 0.01% | 49 | +2,633 | 3.41% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 79,428 | 5,569 | 0.01% | 0.01% | 50 | -5,151 | -6.09% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 78,924 | 5,534 | 0.0% | 0.0% | 51 | +73,899 | 1470.63% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 71,643 | 5,023 | 0.02% | 0.01% | 52 | +3,571 | 5.25% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 70,815 | 4,965 | 0.01% | 0.01% | 53 | -10,331 | -12.73% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 66,204 | 4,642 | 0.0% | 0.0% | 54 | +1,604 | 2.48% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 64,243 | 4,504 | 0.0% | 0.0% | 55 | -828 | -1.27% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 62,284 | 4,367 | 0.0% | 0.0% | 56 | +14,021 | 29.05% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 59,853 | 4,196 | 0.0% | 0.0% | 57 | -1,423 | -2.32% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 55,228 | 3,872 | 0.04% | 0.01% | 58 | +36,376 | 192.96% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 54,756 | 3,839 | 0.01% | 0.01% | 59 | +17,191 | 45.76% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 52,636 | 3,690 | 0.0% | 0.0% | 60 | -6,825 | -11.48% | Q1 2026 | May 08, 2026 |
| Informed Momentum Co LLC | History | New | 45,309 | 3,177 | 0.37% | — | 61 | +45,309 | New | Q1 2026 | May 13, 2026 |
| EJF Capital LP | History | No change | 45,220 | 3,170 | 2.23% | 1.4% | 62 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 44,462 | 3,117 | 0.0% | 0.0% | 63 | +43,867 | 7372.61% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Reduced | 44,100 | 3,092 | 0.0% | 0.0% | 64 | -1,100 | -2.43% | Q1 2026 | May 07, 2026 |
| FJ Capital Management LLC | History | New | 40,732 | 2,856 | 0.32% | — | 65 | +40,732 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 40,319 | 2,827 | 0.0% | 0.0% | 66 | +2,325 | 6.12% | Q1 2026 | May 12, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 51,009 | 2,772 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 38,426 | 2,694 | 0.15% | 0.03% | 68 | +28,428 | 284.34% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 35,738 | 2,479 | 0.0% | 0.0% | 69 | +11,170 | 45.47% | Q1 2026 | Apr 30, 2026 |
| Man Group plc | History | New | 31,045 | 2,176 | 0.0% | — | 70 | +31,045 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 30,631 | 2,147 | 0.0% | 0.0% | 71 | +1,604 | 5.53% | Q1 2026 | May 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 29,086 | 2,039 | 0.95% | 0.75% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 28,601 | 2,005 | 0.0% | 0.0% | 73 | +7,665 | 36.61% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 28,264 | 1,981 | 0.02% | 0.02% | 74 | +4,002 | 16.49% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 27,962 | 1,960 | 0.02% | 0.02% | 75 | -18,653 | -40.02% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 27,762 | 1,946 | 0.0% | — | 76 | +27,762 | New | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 27,351 | 1,918 | 0.0% | 0.0% | 77 | +2,837 | 11.57% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 27,308 | 1,914 | 0.04% | 0.03% | 78 | +582 | 2.18% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 27,280 | 1,913 | 0.0% | 0.0% | 79 | -2,657 | -8.88% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 27,294 | 1,913 | 0.0% | 0.0% | 80 | -318 | -1.15% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 26,742 | 1,875 | 0.0% | 0.0% | 81 | +1,697 | 6.78% | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 25,000 | 1,753 | 0.02% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 24,144 | 1,694 | 0.0% | 0.0% | 83 | +21,078 | 687.48% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 23,552 | 1,651 | 0.0% | 0.0% | 84 | +4,464 | 23.39% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,437 | 1,643 | 0.0% | 0.0% | 85 | +9,309 | 65.89% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 29,800 | 1,619 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 22,898 | 1,606 | 0.0% | 0.0% | 87 | -43,927 | -65.73% | Q1 2026 | Apr 16, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 22,900 | 1,605 | 0.43% | 0.33% | 88 | +204 | 0.9% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 21,553 | 1,511 | 0.0% | 0.0% | 89 | -203 | -0.93% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 21,356 | 1,497 | 0.0% | 0.0% | 90 | -11,577 | -35.15% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 21,040 | 1,475 | 0.0% | 0.0% | 91 | +2,124 | 11.23% | Q1 2026 | May 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 20,907 | 1,465 | 0.0% | 0.0% | 92 | +419 | 2.05% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 20,700 | 1,451 | 0.0% | 0.0% | 93 | +13,700 | 195.71% | Q1 2026 | May 14, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 20,283 | 1,422 | 0.04% | 0.03% | 94 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 20,000 | 1,402 | 0.11% | 0.08% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 19,909 | 1,396 | 0.04% | 0.03% | 96 | +5 | 0.03% | Q1 2026 | May 13, 2026 |
| Integrated Quantitative Investments LLC | History | New | 19,344 | 1,356 | 0.25% | — | 97 | +19,344 | New | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 19,227 | 1,349 | 0.0% | 0.0% | 98 | -1,058 | -5.22% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 18,541 | 1,300 | 0.0% | 0.0% | 99 | +5,011 | 37.04% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,280 | 1,229 | 0.0% | 0.0% | 100 | +3,157 | 22.35% | Q1 2026 | Apr 08, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 17,430 | 1,222 | 0.03% | 0.03% | 101 | -8,167 | -31.91% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 21,074 | 1,145 | 0.0% | 0.0% | 102 | -5,094 | -19.47% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,268 | 1,140 | 0.0% | 0.0% | 103 | +1,100 | 7.25% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,907 | 1,045 | 0.0% | 0.0% | 104 | -438 | -2.85% | Q1 2026 | May 01, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 14,035 | 984 | 0.0% | — | 105 | +14,035 | New | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 13,534 | 948 | 0.03% | 0.02% | 106 | -575 | -4.08% | Q1 2026 | May 04, 2026 |
| Huntleigh Advisors, Inc. | History | New | 12,919 | 905 | 0.15% | — | 108 | +12,919 | New | Q1 2026 | Apr 21, 2026 |
| Centiva Capital, LP | History | New | 12,916 | 905 | 0.01% | — | 109 | +12,916 | New | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 12,908 | 905 | 0.0% | 0.0% | 107 | -8,203 | -38.86% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 12,732 | 892 | 0.07% | — | 110 | +12,732 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,597 | 883 | 0.0% | 0.0% | 111 | +1,474 | 13.25% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,003 | 841 | 0.0% | 0.0% | 112 | -494 | -3.95% | Q1 2026 | May 14, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 11,676 | 818 | 0.0% | 0.0% | 113 | -4,822 | -29.23% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 11,607 | 813 | 0.01% | 0.01% | 114 | -213 | -1.8% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,123 | 779 | 0.01% | 0.01% | 115 | -406 | -3.52% | Q1 2026 | Apr 20, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 11,047 | 774 | 0.01% | 0.01% | 117 | -4,076 | -26.95% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,049 | 774 | 0.0% | 0.0% | 116 | +1,996 | 22.05% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,824 | 758 | 0.0% | 0.0% | 118 | -109 | -1.0% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,790 | 756 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Horizon Investments, LLC | History | Reduced | 10,361 | 726 | 0.01% | 0.01% | 120 | -1,447 | -12.25% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 10,302 | 722 | 0.0% | — | 121 | +10,302 | New | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 10,206 | 715 | 0.0% | 0.0% | 122 | -270 | -2.58% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,900 | 694 | 0.01% | 0.01% | 123 | -300 | -2.94% | Q1 2026 | Apr 20, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 9,585 | 672 | 0.0% | — | 124 | +9,585 | New | Q1 2026 | Apr 30, 2026 |
| Amundi | History | Added to | 9,406 | 659 | 0.0% | 0.0% | 125 | +3,575 | 61.31% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 9,167 | 642 | 0.0% | 0.0% | 126 | -2,709 | -22.81% | Q1 2026 | May 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 9,049 | 634 | 0.0% | 0.0% | 127 | +2,332 | 34.72% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Added to | 8,854 | 620 | 0.34% | 0.21% | 128 | +732 | 9.01% | Q1 2026 | Apr 29, 2026 |
| AdvisorShares Investments LLC | History | No change | 8,750 | 613 | 0.11% | 0.08% | 129 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 8,741 | 612 | 0.0% | 0.0% | 130 | -16,387 | -65.21% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 8,491 | 595 | 0.07% | 0.04% | 131 | +1,741 | 25.79% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 8,320 | 583 | 0.0% | 0.0% | 132 | -2,659 | -24.22% | Q1 2026 | May 06, 2026 |
| BAILARD, INC. | History | Reduced | 8,200 | 574 | 0.01% | 0.01% | 133 | -216 | -2.57% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,111 | 568 | 0.0% | 0.0% | 134 | +8,080 | 26064.52% | Q1 2026 | May 01, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 8,096 | 567 | 0.09% | — | 135 | +8,096 | New | Q1 2026 | Apr 27, 2026 |
| Trexquant Investment LP | History | Reduced | 7,767 | 544 | 0.0% | 0.01% | 136 | -22,781 | -74.57% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 7,469 | 523 | 0.04% | 0.04% | 137 | -1,135 | -13.19% | Q1 2026 | Apr 23, 2026 |
| ALPS ADVISORS INC | History | New | 7,420 | 520 | 0.0% | — | 138 | +7,420 | New | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,316 | 512 | 0.05% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,296 | 511 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 7,279 | 510 | 0.0% | 0.0% | 141 | +1,614 | 28.49% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 9,363 | 508 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,880 | 482 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 6,722 | 471 | 0.04% | 0.04% | 144 | -1,663 | -19.83% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,427 | 451 | 0.0% | 0.0% | 145 | -61 | -0.94% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 6,127 | 429 | 0.0% | 0.0% | 146 | -217 | -3.42% | Q1 2026 | May 01, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 6,093 | 427 | 0.0% | 0.0% | 147 | -2,981 | -32.85% | Q1 2026 | May 12, 2026 |
| Janney Capital Management LLC | History | No change | 7,816 | 425 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 5,912 | 414 | 0.0% | 0.0% | 149 | -137 | -2.26% | Q1 2026 | Apr 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,827 | 409 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 5,761 | 403 | 0.0% | 0.0% | 151 | -645 | -10.07% | Q1 2026 | Apr 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 5,574 | 390 | 0.0% | 0.0% | 152 | -4,659 | -45.53% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,516 | 386 | 0.0% | 0.0% | 153 | -6 | -0.11% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 5,383 | 377 | 0.0% | 0.0% | 154 | -282 | -4.98% | Q1 2026 | May 12, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 5,247 | 367 | 0.05% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 5,120 | 359 | 0.0% | — | 156 | +5,120 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,098 | 357 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sterling Capital Management LLC | History | Added to | 4,912 | 344 | 0.01% | 0.0% | 158 | +3,608 | 276.69% | Q1 2026 | Apr 22, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,900 | 343 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | New | 4,757 | 333 | 0.0% | — | 160 | +4,757 | New | Q1 2026 | May 14, 2026 |
| L2 Asset Management, LLC | History | New | 4,335 | 303 | 0.03% | — | 161 | +4,335 | New | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 4,210 | 295 | 0.0% | 0.0% | 162 | -7,411 | -63.77% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,149 | 290 | 0.0% | 0.0% | 163 | +309 | 8.05% | Q1 2026 | Apr 15, 2026 |
| Brooklyn Investment Group | History | Added to | 4,096 | 287 | 0.01% | 0.01% | 164 | +286 | 7.51% | Q1 2026 | Apr 29, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,022 | 282 | 0.0% | 0.0% | 165 | -1,003 | -19.96% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 4,020 | 281 | 0.0% | 0.0% | 166 | +327 | 8.85% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 3,948 | 276 | 0.0% | — | 168 | +3,948 | New | Q1 2026 | May 04, 2026 |
| SCOTIA CAPITAL INC. | History | New | 3,937 | 276 | 0.0% | — | 167 | +3,937 | New | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,873 | 272 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 3,720 | 260 | 0.0% | — | 170 | +3,720 | New | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,567 | 250 | 0.01% | 0.01% | 171 | -614 | -14.69% | Q1 2026 | Apr 21, 2026 |
| Kovack Advisors, Inc. | History | New | 3,540 | 248 | 0.01% | — | 172 | +3,540 | New | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,430 | 240 | 0.0% | — | 173 | +3,430 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,395 | 238 | 0.0% | 0.0% | 174 | -974 | -22.29% | Q1 2026 | Apr 24, 2026 |
| Maryland State Retirement & Pension System | History | New | 3,308 | 231 | 0.0% | — | 175 | +3,308 | New | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 3,264 | 228 | 0.0% | — | 176 | +3,264 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | New | 3,210 | 225 | 0.0% | — | 177 | +3,210 | New | Q1 2026 | May 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 3,150 | 221 | 0.01% | — | 178 | +3,150 | New | Q1 2026 | Apr 28, 2026 |
| Jump Financial, LLC | History | Reduced | 3,015 | 211 | 0.0% | 0.01% | 179 | -8,707 | -74.28% | Q1 2026 | May 14, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 3,000 | 210 | 0.2% | — | 180 | +3,000 | New | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | New | 2,999 | 210 | 0.0% | — | 181 | +2,999 | New | Q1 2026 | Apr 22, 2026 |
| nVerses Capital, LLC | History | New | 2,887 | 202 | 0.18% | — | 182 | +2,887 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,490 | 174 | 0.0% | 0.0% | 183 | -136 | -5.18% | Q1 2026 | May 08, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 2,353 | 164 | 0.01% | — | 184 | +2,353 | New | Q1 2026 | May 07, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,100 | 147 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,000 | 140 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,851 | 129 | 0.0% | 0.0% | 187 | +922 | 99.25% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,784 | 125 | 0.0% | 0.0% | 188 | -122 | -6.4% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,662 | 116 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,460 | 102 | 0.0% | 0.0% | 190 | -350 | -19.34% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,351 | 94 | 0.0% | — | 191 | +1,351 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 1,303 | 91 | 0.0% | 0.0% | 192 | +164 | 14.4% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,074 | 75 | 0.0% | 0.0% | 193 | -21 | -1.92% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,053 | 73 | 0.0% | 0.0% | 194 | +140 | 15.33% | Q1 2026 | Apr 06, 2026 |
| Aquatic Capital Management LLC | History | New | 912 | 63 | 0.0% | — | 195 | +912 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 831 | 58 | 0.01% | 0.0% | 196 | +24 | 2.97% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 808 | 56 | 0.0% | 0.0% | 197 | +6 | 0.75% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 769 | 53 | 0.0% | 0.0% | 199 | +52 | 7.25% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 759 | 53 | 0.0% | 0.0% | 198 | +4 | 0.53% | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | New | 649 | 45 | 0.01% | — | 200 | +649 | New | Q1 2026 | Apr 14, 2026 |
| AlphaQuest LLC | History | No change | 761 | 41 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Added to | 542 | 38 | 0.0% | 0.0% | 202 | +24 | 4.63% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 520 | 36 | 0.0% | 0.0% | 203 | +36 | 7.44% | Q1 2026 | Apr 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 500 | 35 | 0.0% | — | 205 | +500 | New | Q1 2026 | May 11, 2026 |
| MTM Investment Management, LLC | History | No change | 500 | 35 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | No change | 494 | 34 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 288 | 20 | 0.0% | — | 207 | +281 | 4014.29% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 272 | 19 | 0.0% | 0.0% | 208 | +72 | 36.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 263 | 18 | 0.0% | 0.0% | 209 | +52 | 24.64% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 267 | 18 | 0.0% | 0.0% | 210 | +29 | 12.18% | Q1 2026 | Apr 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 237 | 16 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Added to | 199 | 13 | 0.0% | 0.0% | 212 | +2 | 1.02% | Q1 2026 | May 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 178 | 12 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | No change | 185 | 12 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 157 | 11 | 0.0% | 0.0% | 215 | +117 | 292.5% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | No change | 145 | 10 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 114 | 7 | 0.0% | 0.0% | 217 | +9 | 8.57% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 86 | 6 | 0.0% | — | 218 | +86 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 80 | 5 | 0.0% | 0.0% | 220 | +35 | 77.78% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 67 | 5 | 0.0% | 0.0% | 219 | +2 | 3.08% | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | No change | 74 | 5 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | New | 69 | 4 | 0.0% | — | 224 | +69 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 66 | 4 | 0.0% | — | 225 | +66 | New | Q1 2026 | Apr 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 83 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | New | 55 | 3 | 0.0% | — | 227 | +55 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 57 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | New | 35 | 2 | 0.0% | — | 230 | +35 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Avion Wealth | History | No change | 29 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quarry LP | History | New | 23 | 1 | 0.0% | — | 238 | +23 | New | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 18 | 1 | 0.0% | — | 239 | +18 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 1 | 0.0% | — | 240 | +17 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 17 | 1 | 0.0% | — | 235 | +6 | 54.55% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 15 | 1 | 0.0% | — | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 21 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -56,839 | -100.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -40,057 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,778 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -21,582 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,069 | -100.0% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.24% | — | -11,019 | -100.0% | Q1 2026 | May 15, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,246 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,915 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -4,202 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,701 | -100.0% | Q1 2026 | May 14, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -377 | -100.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -194 | -100.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 15, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 13 | 0 | — | — | — | -2 | -13.33% | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 21, 2026 |
| Abound Wealth Management | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ankerstar Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |