EMBRAER S.A. - EMBJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GQG Partners LLC | History | Reduced | 6,073,854 | 360,422 | 0.57% | 0.85% | 1 | -1,930,681 | -24.12% | Q1 2026 | May 12, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 5,703,945 | 338,473 | 2.4% | 2.53% | 2 | +548,206 | 10.63% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 5,383,720 | 319,469 | 0.22% | 0.22% | 3 | -345,848 | -6.04% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 5,109,064 | 303,172 | 0.02% | 0.02% | 4 | +44,645 | 0.88% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,332,140 | 257,069 | 0.02% | 0.02% | 5 | +731,086 | 20.3% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,255,329 | 236,553 | 0.02% | 0.01% | 6 | +696,055 | 19.56% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 3,015,578 | 178,944 | 0.03% | 0.03% | 7 | -402,804 | -11.78% | Q1 2026 | May 12, 2026 |
| Egerton Capital (UK) LLP | History | Reduced | 2,975,231 | 176,550 | 1.96% | 2.29% | 8 | -302,909 | -9.24% | Q1 2026 | May 13, 2026 |
| Carrhae Capital LLP | History | Added to | 2,888,680 | 171,414 | 5.14% | 2.79% | 9 | +1,741,411 | 151.79% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,413,292 | 143,204 | 0.07% | 0.11% | 10 | -1,048,482 | -30.29% | Q1 2026 | May 15, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 2,119,373 | 125,763 | 1.51% | 1.58% | 11 | -203,922 | -8.78% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 1,768,467 | 104,940 | 0.47% | 0.49% | 12 | +5,092 | 0.29% | Q1 2026 | May 07, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,519,095 | 90,143 | 0.05% | 0.09% | 13 | -915,908 | -37.61% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 1,388,808 | 82,411 | 0.02% | 0.03% | 14 | -296,308 | -17.58% | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,338,000 | 79,396 | 0.12% | 0.07% | 15 | +594,900 | 80.06% | Q1 2026 | May 14, 2026 |
| Amundi | History | Added to | 1,294,907 | 76,839 | 0.02% | 0.02% | 16 | +174,279 | 15.55% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 1,243,347 | 73,780 | 2.17% | 2.47% | 17 | -93,718 | -7.01% | Q1 2026 | May 11, 2026 |
| Artemis Investment Management LLP | History | Added to | 1,233,146 | 73,174 | 0.78% | 0.16% | 18 | +1,028,017 | 501.16% | Q1 2026 | Apr 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,196,212 | 70,983 | 0.01% | 0.02% | 19 | -336,544 | -21.96% | Q1 2026 | May 07, 2026 |
| AXIOM INVESTORS LLC /DE | History | Added to | 1,170,760 | 69,472 | 0.77% | 0.17% | 20 | +875,952 | 297.13% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 1,150,001 | 68,241 | 0.12% | 0.08% | 21 | +449,372 | 64.14% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,140,740 | 67,691 | 0.01% | 0.01% | 22 | -404,648 | -26.18% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 1,132,213 | 67,185 | 1.56% | 1.64% | 23 | +68,164 | 6.41% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,038,474 | 61,624 | 0.01% | 0.02% | 24 | -83,915 | -7.48% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 1,030,482 | 61,149 | 0.1% | 0.11% | 25 | -65,799 | -6.0% | Q1 2026 | May 15, 2026 |
| RWC ASSET ADVISORS (US) LLC | History | Reduced | 911,414 | 54,083 | 11.65% | 15.11% | 26 | -327,647 | -26.44% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 898,123 | 53,294 | 0.01% | 0.01% | 27 | -251,530 | -21.88% | Q1 2026 | May 05, 2026 |
| VANGUARD GROUP INC | History | No change | 714,979 | 46,023 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | Added to | 753,342 | 44,703 | 0.04% | 0.01% | 29 | +609,199 | 422.64% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 684,730 | 40,631 | 0.0% | 0.01% | 30 | +6,402 | 0.94% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 594,679 | 35,288 | 0.0% | — | 31 | +594,679 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 577,504 | 34,269 | 0.04% | 0.02% | 32 | +246,797 | 74.63% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 515,022 | 30,561 | 0.0% | 0.0% | 33 | -518 | -0.1% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 509,963 | 30,261 | 0.06% | 0.06% | 34 | +27,560 | 5.71% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 469,819 | 27,879 | 0.0% | 0.0% | 35 | +283,614 | 152.31% | Q1 2026 | May 12, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | New | 447,606 | 26,560 | 0.41% | — | 36 | +447,606 | New | Q1 2026 | May 20, 2026 |
| Nicholas Investment Partners, LP | History | Reduced | 427,288 | 25,355 | 1.83% | 2.01% | 37 | -1,684 | -0.39% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Added to | 401,632 | 23,832 | 0.58% | 0.38% | 38 | +156,360 | 63.75% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 398,817 | 23,665 | 0.04% | 0.01% | 39 | +346,217 | 658.21% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 375,547 | 22,285 | 0.0% | 0.0% | 40 | -92 | -0.02% | Q1 2026 | May 15, 2026 |
| TimesSquare Capital Management, LLC | History | Added to | 368,352 | 21,858 | 0.37% | 0.35% | 41 | +6,221 | 1.72% | Q1 2026 | May 07, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | New | 365,470 | 21,686 | 0.22% | — | 42 | +365,470 | New | Q1 2026 | Apr 16, 2026 |
| SPX Gestao de Recursos Ltda | History | New | 353,289 | 20,964 | 1.74% | — | 43 | +353,289 | New | Q1 2026 | May 06, 2026 |
| Coronation Fund Managers Ltd. | History | Added to | 341,255 | 20,250 | 0.92% | 0.81% | 44 | +61,989 | 22.2% | Q1 2026 | May 13, 2026 |
| RWC Asset Management LLP | History | Added to | 332,460 | 19,728 | 0.82% | 1.04% | 45 | +5,079 | 1.55% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 321,626 | 19,085 | 0.0% | 0.01% | 46 | -262,862 | -44.97% | Q1 2026 | May 15, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 344,537 | 18,368 | 0.26% | 0.27% | 47 | -31,932 | -8.48% | Q1 2026 | Apr 22, 2026 |
| PEAK6 LLC | History | Reduced | 281,742 | 16,718 | 0.04% | 0.04% | 48 | -61,358 | -17.88% | Q1 2026 | May 13, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 281,476 | 16,702 | 3.49% | 1.99% | 49 | +140,924 | 100.26% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 263,965 | 15,663 | 0.0% | 0.0% | 50 | +210 | 0.08% | Q1 2026 | May 15, 2026 |
| Aubrey Capital Management Ltd | History | Reduced | 260,608 | 15,464 | 8.31% | 7.88% | 51 | -50,400 | -16.21% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 259,414 | 15,393 | 0.01% | 0.01% | 52 | +3,954 | 1.55% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 247,772 | 14,702 | 0.0% | 0.0% | 53 | -4,857 | -1.92% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 238,226 | 14,136 | 0.02% | 0.0% | 54 | +210,126 | 747.78% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 203,073 | 12,050 | 0.0% | 0.0% | 55 | +22,269 | 12.32% | Q1 2026 | May 04, 2026 |
| AMS Capital Ltda | History | Closed out | 0 | 12,001 | 4.66% | 3.92% | 56 | -157,258 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 199,489 | 11,837 | 0.07% | 0.12% | 57 | -75,784 | -27.53% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 192,185 | 11,404 | 0.0% | 0.0% | 58 | +12,707 | 7.08% | Q1 2026 | May 11, 2026 |
| Fourth Sail Capital LP | History | New | 186,125 | 11,044 | 1.82% | — | 59 | +186,125 | New | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 176,762 | 9,954 | 0.02% | 0.0% | 60 | +149,071 | 538.34% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 165,873 | 9,842 | 0.02% | 0.03% | 61 | -38,916 | -19.0% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 143,033 | 8,487 | 0.0% | 0.0% | 62 | -9,281 | -6.09% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 136,065 | 8,074 | 0.0% | 0.0% | 63 | +10,346 | 8.23% | Q1 2026 | May 05, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 130,296 | 7,909 | 0.95% | 1.09% | 64 | +2,167 | 1.69% | Q1 2026 | May 12, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 132,743 | 7,876 | 1.23% | 1.32% | 65 | +1,998 | 1.53% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Reduced | 132,539 | 7,864 | 0.0% | 0.0% | 66 | -2,416 | -1.79% | Q1 2026 | May 13, 2026 |
| Kapitalo Investimentos Ltda | History | Added to | 131,197 | 7,785 | 1.46% | 1.22% | 67 | +31,825 | 32.03% | Q1 2026 | May 07, 2026 |
| Zweig-DiMenna Associates LLC | History | Reduced | 122,161 | 7,249 | 1.0% | 0.78% | 68 | -72,989 | -37.4% | Q1 2026 | May 05, 2026 |
| SummitTX Capital, L.P. | History | New | 113,786 | 6,752 | 0.21% | — | 69 | +113,786 | New | Q1 2026 | May 15, 2026 |
| U S GLOBAL INVESTORS INC | History | Reduced | 113,029 | 6,707 | 0.78% | 0.85% | 70 | -10,766 | -8.7% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 112,275 | 6,662 | 0.01% | 0.01% | 71 | +12,917 | 13.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 110,253 | 6,542 | 0.01% | 0.01% | 72 | +54,804 | 98.84% | Q1 2026 | May 14, 2026 |
| Nordwand Advisors, LLC | History | New | 106,915 | 6,344 | 1.11% | — | 73 | +106,915 | New | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 102,386 | 6,075 | 0.01% | 0.01% | 74 | +2,470 | 2.47% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 96,339 | 5,716 | 0.01% | 0.01% | 75 | -7,389 | -7.12% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | New | 95,028 | 5,638 | 0.01% | — | 76 | +95,028 | New | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 97,857 | 5,616 | 0.0% | 0.0% | 77 | -5,463 | -5.29% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 93,321 | 5,538 | 0.01% | 0.01% | 78 | +30,305 | 48.09% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Added to | 89,384 | 5,304 | 0.04% | 0.0% | 79 | +83,355 | 1382.57% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | New | 85,082 | 5,048 | 0.06% | — | 80 | +85,082 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 78,400 | 5,046 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 83,198 | 4,936 | 0.46% | 0.47% | 82 | +8,759 | 11.77% | Q1 2026 | Apr 30, 2026 |
| Dorsey Wright & Associates | History | Added to | 82,192 | 4,877 | 0.6% | 0.82% | 83 | +23,152 | 39.21% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 80,900 | 4,800 | 0.01% | 0.03% | 85 | -312,295 | -79.42% | Q1 2026 | May 15, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 80,893 | 4,800 | 0.5% | 0.59% | 84 | -887 | -1.08% | Q1 2026 | May 07, 2026 |
| Gradient Investments LLC | History | New | 76,546 | 4,542 | 0.07% | — | 86 | +76,546 | New | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 72,828 | 4,427 | 0.08% | 0.18% | 87 | +19,593 | 36.8% | Q1 2026 | May 01, 2026 |
| Optiver Holding B.V. | History | New | 73,172 | 4,342 | 0.0% | — | 88 | +73,172 | New | Q1 2026 | Jun 02, 2026 |
| Future Fund LLC | History | Added to | 73,107 | 4,338 | 1.53% | 1.13% | 89 | +17,700 | 31.95% | Q1 2026 | May 06, 2026 |
| Walleye Trading LLC | History | Reduced | 71,400 | 4,236 | 0.01% | 0.01% | 90 | -74,100 | -50.93% | Q1 2026 | May 08, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Reduced | 71,250 | 4,227 | 0.78% | 0.87% | 91 | -10,250 | -12.58% | Q1 2026 | Apr 24, 2026 |
| Artisan Partners Limited Partnership | History | New | 70,568 | 4,187 | 0.01% | — | 92 | +70,568 | New | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 70,190 | 4,165 | 0.05% | 0.02% | 93 | +48,075 | 217.39% | Q1 2026 | May 15, 2026 |
| Fundamenta Capital S.A. | History | New | 70,000 | 4,153 | 3.57% | — | 94 | +70,000 | New | Q1 2026 | May 04, 2026 |
| Congress Park Capital LLC | History | Reduced | 69,644 | 4,132 | 1.27% | 1.35% | 95 | -730 | -1.04% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 70,746 | 3,960 | 0.0% | 0.0% | 96 | +58,639 | 484.34% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 61,589 | 3,654 | 0.06% | 0.05% | 97 | +17,892 | 40.95% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 60,930 | 3,615 | 0.02% | 0.02% | 98 | -1,555 | -2.49% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 60,800 | 3,607 | 0.0% | — | 99 | +60,800 | New | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 60,546 | 3,592 | 0.01% | 0.0% | 100 | +42,264 | 231.18% | Q1 2026 | Apr 21, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 56,085 | 3,328 | 0.61% | 0.61% | 101 | +2,758 | 5.17% | Q1 2026 | May 11, 2026 |
| CVFG LLC | History | New | 53,945 | 3,201 | 0.4% | — | 102 | +53,945 | New | Q1 2026 | Apr 29, 2026 |
| Legato Capital Management LLC | History | Reduced | 51,373 | 3,048 | 0.28% | 0.29% | 103 | -510 | -0.98% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 51,100 | 3,032 | 0.0% | 0.01% | 104 | -222,631 | -81.33% | Q1 2026 | May 15, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 50,700 | 3,008 | 1.66% | 1.9% | 105 | +693 | 1.39% | Q1 2026 | Apr 23, 2026 |
| LBP AM SA | History | Reduced | 50,161 | 2,976 | 0.04% | 0.06% | 106 | -32,431 | -39.27% | Q1 2026 | Apr 27, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 52,337 | 2,909 | 0.01% | 0.01% | 107 | +10,276 | 24.43% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | Reduced | 48,471 | 2,876 | 0.01% | 0.08% | 108 | -356,156 | -88.02% | Q1 2026 | May 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 47,929 | 2,844 | 0.27% | — | 109 | +47,929 | New | Q1 2026 | May 12, 2026 |
| American Trust Investment Advisors, LLC | History | Reduced | 47,642 | 2,827 | 1.56% | 1.72% | 110 | -2,360 | -4.72% | Q1 2026 | May 15, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | Reduced | 42,681 | 2,532 | 0.66% | 1.42% | 111 | -115,573 | -73.03% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 42,667 | 2,531 | 0.01% | 0.03% | 112 | -98,163 | -69.7% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 41,761 | 2,478 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 40,415 | 2,398 | 0.0% | — | 114 | +40,415 | New | Q1 2026 | May 08, 2026 |
| GKV Capital Management Co., Inc. | History | Added to | 40,288 | 2,390 | 0.9% | 0.83% | 115 | +5,888 | 17.12% | Q1 2026 | May 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 40,007 | 2,374 | 0.03% | 0.03% | 116 | +3,612 | 9.92% | Q1 2026 | Apr 21, 2026 |
| Quent Capital, LLC | History | Added to | 40,000 | 2,373 | 0.17% | 0.18% | 117 | +2,000 | 5.26% | Q1 2026 | Apr 28, 2026 |
| One Capital Management, LLC | History | Added to | 39,516 | 2,344 | 0.06% | 0.06% | 118 | +8,220 | 26.27% | Q1 2026 | May 12, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 38,411 | 2,279 | 0.42% | 0.43% | 119 | -1,635 | -4.08% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 37,721 | 2,238 | 0.03% | 0.04% | 120 | -2,465 | -6.13% | Q1 2026 | May 01, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 33,340 | 2,146 | 0.41% | 0.44% | 121 | -50 | -0.15% | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | Added to | 33,874 | 2,010 | 0.03% | 0.03% | 122 | +15,950 | 88.99% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 32,942 | 1,954 | 0.0% | 0.01% | 123 | -416,136 | -92.66% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 32,608 | 1,934 | 0.03% | 0.04% | 124 | -147 | -0.45% | Q1 2026 | Apr 20, 2026 |
| Ulysses Management LLC | History | Reduced | 32,500 | 1,928 | 0.24% | 0.59% | 125 | -17,500 | -35.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 32,481 | 1,927 | 0.0% | 0.0% | 126 | -417 | -1.27% | Q1 2026 | May 13, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 31,663 | 1,878 | 0.02% | 0.01% | 127 | +352 | 1.12% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 31,546 | 1,866 | 0.0% | 0.0% | 128 | -19,789 | -38.55% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 29,907 | 1,774 | 0.0% | 0.0% | 129 | +26,194 | 705.47% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,756 | 1,706 | 0.0% | 0.0% | 130 | +727 | 2.59% | Q1 2026 | Apr 27, 2026 |
| Squarepoint Ops LLC | History | New | 28,500 | 1,691 | 0.0% | — | 131 | +28,500 | New | Q1 2026 | May 15, 2026 |
| Oaktree Fund Advisors, LLC | History | New | 28,056 | 1,664 | 2.92% | — | 132 | +28,056 | New | Q1 2026 | May 20, 2026 |
| Eurizon SLJ Capital Ltd | History | Added to | 28,757 | 1,598 | 0.76% | 0.44% | 133 | +11,383 | 65.52% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 26,655 | 1,581 | 0.0% | 0.0% | 134 | +1,492 | 5.93% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Added to | 26,482 | 1,571 | 0.01% | 0.01% | 135 | +8,013 | 43.39% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,319 | 1,561 | 0.0% | 0.0% | 136 | +13,199 | 100.6% | Q1 2026 | May 06, 2026 |
| Employees Retirement System of Texas | History | Reduced | 26,300 | 1,561 | 0.01% | 0.02% | 137 | -6,180 | -19.03% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 26,816 | 1,559 | 0.0% | 0.0% | 138 | -2,402 | -8.22% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,225 | 1,556 | 0.0% | 0.0% | 139 | +2,322 | 9.71% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 24,854 | 1,550 | 0.0% | 0.01% | 140 | -26,441 | -51.55% | Q1 2026 | May 05, 2026 |
| Callan Family Office, LLC | History | Reduced | 26,098 | 1,548 | 0.04% | 0.04% | 141 | -1,592 | -5.75% | Q1 2026 | May 13, 2026 |
| AlpenGlobal Capital LLC | History | New | 25,848 | 1,533 | 0.98% | — | 142 | +25,848 | New | Q1 2026 | Apr 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 25,658 | 1,522 | 0.09% | — | 143 | +25,658 | New | Q1 2026 | May 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 25,464 | 1,511 | 0.25% | 0.29% | 144 | -866 | -3.29% | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | New | 24,592 | 1,459 | 0.0% | — | 145 | +24,592 | New | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,547 | 1,456 | 0.0% | 0.0% | 146 | +3,093 | 14.42% | Q1 2026 | May 05, 2026 |
| Aureus Asset Management, LLC | History | No change | 24,500 | 1,453 | 0.1% | 0.1% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | New | 23,014 | 1,365 | 0.0% | — | 148 | +23,014 | New | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 22,800 | 1,352 | 0.0% | 0.0% | 149 | +3,142 | 15.98% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 22,520 | 1,336 | 0.01% | 0.01% | 150 | -205 | -0.9% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 22,079 | 1,310 | 0.01% | 0.01% | 151 | +2,133 | 10.69% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,085 | 1,251 | 0.0% | 0.01% | 152 | -12,687 | -37.57% | Q1 2026 | Apr 30, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 20,859 | 1,237 | 0.23% | 0.31% | 153 | -17 | -0.08% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 20,105 | 1,193 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 20,086 | 1,191 | 0.29% | 0.33% | 155 | -688 | -3.31% | Q1 2026 | Apr 08, 2026 |
| Perpetual Ltd | History | Reduced | 20,065 | 1,190 | 0.02% | 0.12% | 156 | -104,622 | -83.91% | Q1 2026 | Apr 14, 2026 |
| AustralianSuper Pty Ltd | History | No change | 19,528 | 1,158 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 19,123 | 1,134 | 0.01% | 0.01% | 158 | -4,668 | -19.62% | Q1 2026 | May 05, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 18,900 | 1,121 | 0.38% | 0.24% | 159 | +800 | 4.42% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 18,854 | 1,119 | 0.0% | 0.0% | 160 | +9,007 | 91.47% | Q1 2026 | May 01, 2026 |
| IPG Investment Advisors LLC | History | Added to | 18,550 | 1,100 | 0.19% | 0.07% | 161 | +12,500 | 206.61% | Q1 2026 | May 12, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 18,052 | 1,071 | 0.39% | 0.22% | 162 | +8,099 | 81.37% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 18,000 | 1,068 | 0.0% | 0.0% | 163 | +4,000 | 28.57% | Q1 2026 | May 13, 2026 |
| Corient IA LLC | History | Reduced | 17,990 | 1,067 | 1.0% | 1.21% | 164 | -1,930 | -9.69% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 17,551 | 1,041 | 0.0% | 0.0% | 165 | +9,954 | 131.03% | Q1 2026 | May 14, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 16,547 | 981 | 0.01% | 0.01% | 166 | +7,900 | 91.36% | Q1 2026 | May 12, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 15,796 | 937 | 0.0% | 0.0% | 167 | -1,070 | -6.34% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 15,803 | 937 | 0.06% | 0.06% | 168 | +215 | 1.38% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 15,400 | 913 | 0.0% | 0.0% | 169 | -7,200 | -31.86% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 14,921 | 884 | 0.0% | 0.0% | 170 | -1,343 | -8.26% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 14,730 | 874 | 0.04% | 0.04% | 171 | +1,385 | 10.38% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,725 | 873 | 0.0% | 0.0% | 172 | -20,525 | -58.23% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 14,654 | 869 | 0.02% | 0.02% | 173 | +575 | 4.08% | Q1 2026 | May 07, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Reduced | 14,550 | 863 | 0.62% | 1.02% | 174 | -4,369 | -23.09% | Q1 2026 | May 07, 2026 |
| Bleakley Financial Group, LLC | History | New | 14,460 | 858 | 0.01% | — | 175 | +14,460 | New | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 14,284 | 847 | 0.0% | 0.0% | 176 | +252 | 1.8% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | Reduced | 14,211 | 843 | 0.0% | 0.01% | 177 | -22,100 | -60.86% | Q1 2026 | May 04, 2026 |
| Hamilton Wealth, LLC | History | Added to | 13,982 | 829 | 0.06% | 0.06% | 178 | +8,828 | 171.28% | Q1 2026 | May 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,854 | 822 | 0.0% | 0.0% | 179 | +1,316 | 10.5% | Q1 2026 | May 05, 2026 |
| INVESTMENT HOUSE LLC | History | New | 13,574 | 805 | 0.04% | — | 180 | +13,574 | New | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 12,137 | 720 | 0.0% | 0.0% | 181 | +2,369 | 24.25% | Q1 2026 | May 14, 2026 |
| National Wealth Management Group, LLC | History | Added to | 12,075 | 716 | 0.27% | 0.27% | 182 | +4 | 0.03% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 12,017 | 713 | 0.04% | 0.09% | 183 | -4,026 | -25.1% | Q1 2026 | May 08, 2026 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | History | New | 11,923 | 707 | 0.32% | — | 184 | +11,923 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,758 | 697 | 0.0% | 0.0% | 185 | +3,945 | 50.49% | Q1 2026 | May 08, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 11,625 | 689 | 0.03% | 0.02% | 186 | +2,988 | 34.6% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,572 | 686 | 0.02% | 0.02% | 187 | -575 | -4.73% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,552 | 685 | 0.01% | 0.01% | 188 | -270 | -2.28% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Reduced | 11,467 | 680 | 0.02% | 0.04% | 189 | -2,289 | -16.64% | Q1 2026 | Apr 29, 2026 |
| L & S Advisors Inc | History | Reduced | 11,395 | 676 | 0.09% | 0.2% | 190 | -21,711 | -65.58% | Q1 2026 | May 11, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 10,043 | 595 | 0.08% | 0.1% | 191 | +405 | 4.2% | Q1 2026 | Apr 30, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 10,000 | 593 | 0.03% | — | 193 | +10,000 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,009 | 593 | 0.0% | 0.0% | 192 | -618 | -5.82% | Q1 2026 | Jun 02, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 9,952 | 590 | 0.0% | 0.0% | 194 | +28 | 0.28% | Q1 2026 | May 12, 2026 |
| Cottage Street Advisors LLC | History | No change | 9,900 | 587 | 0.25% | 0.27% | 195 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Qtron Investments LLC | History | Reduced | 9,713 | 576 | 0.08% | 0.09% | 196 | -487 | -4.77% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 9,634 | 571 | 0.0% | — | 197 | +9,634 | New | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 9,407 | 558 | 0.0% | 0.0% | 198 | +4,179 | 79.93% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 9,322 | 553 | 0.22% | — | 199 | +9,322 | New | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 9,164 | 543 | 0.01% | 0.01% | 200 | +887 | 10.72% | Q1 2026 | Apr 23, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 9,138 | 542 | 0.0% | 0.0% | 201 | +1,214 | 15.32% | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 9,101 | 540 | 0.13% | 0.16% | 202 | -696 | -7.1% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 9,085 | 539 | 0.0% | 0.0% | 203 | -525 | -5.46% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 9,040 | 536 | 0.08% | 0.1% | 204 | -500 | -5.24% | Q1 2026 | May 06, 2026 |
| Shay Capital LLC | History | New | 9,000 | 534 | 0.04% | — | 205 | +9,000 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 8,887 | 527 | 0.0% | 0.0% | 206 | -8 | -0.09% | Q1 2026 | May 26, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 8,754 | 519 | 0.04% | 0.05% | 207 | -618 | -6.59% | Q1 2026 | May 18, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 8,656 | 513 | 0.06% | 0.08% | 208 | -1,500 | -14.77% | Q1 2026 | Apr 08, 2026 |
| Ethic Inc. | History | Added to | 8,639 | 512 | 0.01% | 0.01% | 209 | +2,899 | 50.51% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 8,367 | 496 | 0.0% | 0.0% | 210 | +1,260 | 17.73% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,286 | 491 | 0.0% | 0.0% | 211 | -1,446 | -14.86% | Q1 2026 | Apr 27, 2026 |
| MBA Advisors LLC | History | Reduced | 8,238 | 488 | 0.19% | 0.22% | 213 | -380 | -4.41% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 8,221 | 488 | 0.0% | 0.0% | 212 | +20 | 0.24% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Reduced | 8,700 | 487 | 0.03% | 0.03% | 214 | -1,015 | -10.45% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 7,960 | 472 | 0.05% | 0.07% | 215 | -1,485 | -15.72% | Q1 2026 | May 11, 2026 |
| Scientech Research LLC | History | Added to | 7,679 | 455 | 0.38% | 0.13% | 216 | +4,541 | 144.71% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 7,626 | 452 | 0.28% | — | 217 | +7,626 | New | Q1 2026 | Apr 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 7,598 | 450 | 0.01% | 0.02% | 218 | -170 | -2.19% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Added to | 7,518 | 446 | 0.05% | 0.05% | 219 | +40 | 0.53% | Q1 2026 | May 13, 2026 |
| Fox Hill Wealth Management | History | Added to | 7,493 | 444 | 0.21% | 0.21% | 220 | +404 | 5.7% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 7,438 | 441 | 0.01% | 0.01% | 221 | +404 | 5.74% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 7,376 | 437 | 0.0% | 0.0% | 222 | +651 | 9.68% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,334 | 435 | 0.0% | 0.0% | 223 | +2,913 | 65.89% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,310 | 433 | 0.03% | 0.04% | 224 | -191 | -2.55% | Q1 2026 | Apr 14, 2026 |
| Steadtrust LLC | History | No change | 7,300 | 433 | 0.25% | 0.29% | 225 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LVW Advisors, LLC | History | Reduced | 7,215 | 428 | 0.04% | 0.06% | 226 | -1,552 | -17.7% | Q1 2026 | Apr 20, 2026 |
| Ballentine Partners, LLC | History | Added to | 7,160 | 424 | 0.01% | 0.01% | 227 | +60 | 0.85% | Q1 2026 | May 14, 2026 |
| C WorldWide Group Holding A/S | History | Added to | 6,896 | 409 | 0.01% | 0.01% | 228 | +210 | 3.14% | Q1 2026 | May 06, 2026 |
| ALLIANZ SE | History | Added to | 6,887 | 408 | 0.0% | 0.0% | 229 | +3,648 | 112.63% | Q1 2026 | May 11, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 6,761 | 401 | 0.15% | 0.11% | 230 | -476 | -6.58% | Q1 2026 | May 04, 2026 |
| Massar Capital Management, LP | History | No change | 6,696 | 397 | 0.04% | 0.05% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,589 | 390 | 0.0% | 0.01% | 232 | -578 | -8.06% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,572 | 389 | 0.0% | — | 233 | +6,572 | New | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 6,361 | 377 | 0.0% | 0.0% | 234 | -2,045 | -24.33% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 5,894 | 367 | 0.07% | 0.11% | 235 | +183 | 3.2% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,634 | 362 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 5,988 | 355 | 0.0% | 0.0% | 237 | +63 | 1.06% | Q1 2026 | May 15, 2026 |
| LGT Group Foundation | History | No change | 5,970 | 354 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 5,400 | 338 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,681 | 337 | 0.0% | 0.0% | 240 | +845 | 17.47% | Q1 2026 | May 07, 2026 |
| Holistic Financial Partners | History | Reduced | 5,688 | 337 | 0.13% | 0.14% | 241 | -200 | -3.4% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,668 | 336 | 0.01% | 0.01% | 242 | +10 | 0.18% | Q1 2026 | Apr 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 5,527 | 327 | 0.01% | 0.0% | 243 | +4,286 | 345.37% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 5,495 | 326 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 5,489 | 325 | 0.56% | 0.48% | 246 | -3,057 | -35.77% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,480 | 325 | 0.01% | 0.01% | 245 | +118 | 2.2% | Q1 2026 | Apr 20, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 5,489 | 325 | 0.02% | 0.02% | 247 | -38 | -0.69% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,395 | 320 | 0.0% | 0.0% | 248 | -7,648 | -58.64% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 5,318 | 315 | 0.0% | 0.0% | 249 | +443 | 9.09% | Q1 2026 | May 14, 2026 |
| Eastover Investment Advisors LLC | History | Added to | 5,285 | 313 | 0.13% | 0.12% | 250 | +1,148 | 27.75% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Reduced | 5,078 | 301 | 0.0% | 0.0% | 251 | -1,584 | -23.78% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 5,081 | 301 | 0.0% | 0.0% | 252 | +116 | 2.34% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | New | 5,000 | 296 | 0.0% | — | 253 | +5,000 | New | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 4,981 | 295 | 0.0% | 0.01% | 254 | -271 | -5.16% | Q1 2026 | Apr 27, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,825 | 286 | 0.06% | 0.07% | 255 | -357 | -6.89% | Q1 2026 | Apr 20, 2026 |
| ANB BANK | History | Reduced | 4,649 | 275 | 0.11% | 0.2% | 256 | -3,327 | -41.71% | Q1 2026 | May 06, 2026 |
| WRAPMANAGER INC | History | Added to | 4,618 | 274 | 0.1% | 0.09% | 257 | +657 | 16.59% | Q1 2026 | May 11, 2026 |
| GABELLI FUNDS LLC | History | No change | 4,500 | 267 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | New | 4,471 | 265 | 0.01% | — | 259 | +4,471 | New | Q1 2026 | May 14, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 4,441 | 263 | 0.21% | 0.22% | 260 | +467 | 11.75% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,160 | 259 | 0.0% | 0.0% | 261 | +260 | 6.67% | Q1 2026 | Apr 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 4,276 | 255 | 0.0% | — | 262 | +4,276 | New | Q1 2026 | May 15, 2026 |
| Mattson Financial Services, LLC | History | New | 4,261 | 252 | 0.06% | — | 263 | +4,261 | New | Q1 2026 | May 11, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,200 | 249 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 4,200 | 249 | 0.21% | 0.22% | 265 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vann Equity Management LLC | History | New | 4,144 | 245 | 0.17% | — | 266 | +4,144 | New | Q1 2026 | May 08, 2026 |
| Brown Financial Advisors | History | New | 4,076 | 241 | 0.09% | — | 267 | +4,076 | New | Q1 2026 | May 15, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 3,998 | 237 | 0.03% | 0.03% | 268 | -30 | -0.74% | Q1 2026 | May 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 3,988 | 236 | 0.01% | 0.01% | 269 | -10 | -0.25% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | New | 3,961 | 235 | 0.03% | — | 270 | +3,961 | New | Q1 2026 | May 13, 2026 |
| Bayforest Capital Ltd | History | New | 3,840 | 227 | 0.25% | — | 271 | +3,840 | New | Q1 2026 | Apr 15, 2026 |
| Gleason Group, Inc. | History | Added to | 3,756 | 222 | 0.02% | 0.02% | 272 | +2 | 0.05% | Q1 2026 | May 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 3,960 | 220 | 0.04% | — | 273 | +3,960 | New | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,588 | 212 | 0.0% | 0.01% | 274 | -3,752 | -51.12% | Q1 2026 | Apr 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,520 | 208 | 0.0% | 0.0% | 275 | +2,395 | 212.89% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | New | 3,455 | 205 | 0.02% | — | 277 | +3,455 | New | Q1 2026 | Apr 30, 2026 |
| FLC Capital Advisors | History | No change | 3,457 | 205 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | New | 3,402 | 203 | 0.0% | — | 278 | +3,402 | New | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,399 | 201 | 0.0% | 0.0% | 279 | -134 | -3.79% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | No change | 3,000 | 178 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,865 | 170 | 0.0% | 0.0% | 281 | +5 | 0.17% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,837 | 168 | 0.0% | 0.0% | 282 | +1,165 | 69.68% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,961 | 160 | 0.0% | 0.0% | 283 | -17,696 | -68.97% | Q1 2026 | Apr 08, 2026 |
| Rakuten Securities, Inc. | History | New | 2,655 | 157 | 0.07% | — | 284 | +2,655 | New | Q1 2026 | May 01, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,558 | 151 | 0.01% | 0.03% | 285 | -12,549 | -83.07% | Q1 2026 | May 13, 2026 |
| Hood River Capital Management LLC | History | Added to | 2,316 | 137 | 0.0% | 0.0% | 286 | +2,156 | 1347.5% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,931 | 114 | 0.0% | 0.06% | 287 | -4,140,640 | -99.95% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | No change | 1,920 | 113 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,817 | 107 | 0.0% | 0.0% | 289 | -181 | -9.06% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,691 | 100 | 0.0% | 0.0% | 291 | +98 | 6.15% | Q1 2026 | Jun 02, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 1,694 | 100 | 0.0% | 0.0% | 290 | -89 | -4.99% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 1,480 | 87 | 0.03% | 0.02% | 292 | +338 | 29.6% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 1,393 | 82 | 0.0% | 0.0% | 293 | +149 | 11.98% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 1,382 | 82 | 0.01% | 0.01% | 294 | -38 | -2.68% | Q1 2026 | Apr 23, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1,353 | 80 | 0.05% | 0.06% | 295 | -42 | -3.01% | Q1 2026 | May 08, 2026 |
| Leonteq Securities AG | History | Added to | 1,301 | 77 | 0.0% | 0.0% | 296 | +870 | 201.86% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 1,251 | 74 | 0.0% | 0.0% | 297 | -447 | -26.33% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,174 | 69 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WPG Advisers, LLC | History | Added to | 1,152 | 68 | 0.05% | 0.05% | 299 | +33 | 2.95% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 952 | 61 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 873 | 51 | 0.02% | 0.01% | 301 | +284 | 48.22% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 787 | 46 | 0.0% | 0.0% | 302 | -169 | -17.68% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 680 | 40 | 0.0% | 0.0% | 303 | +516 | 314.63% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 685 | 40 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 633 | 37 | 0.0% | 0.0% | 305 | +21 | 3.43% | Q1 2026 | Apr 06, 2026 |
| Advisory Services Network, LLC | History | New | 463 | 27 | 0.0% | — | 307 | +463 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 470 | 27 | 0.0% | 0.0% | 306 | +27 | 6.09% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 453 | 26 | 0.0% | — | 308 | +453 | New | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 411 | 24 | 0.0% | 0.0% | 309 | -104 | -20.19% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 420 | 24 | 0.0% | 0.0% | 310 | -72 | -14.63% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 379 | 24 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 366 | 21 | 0.0% | 0.0% | 312 | +179 | 95.72% | Q1 2026 | Apr 28, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 300 | 19 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Spire Wealth Management | History | No change | 313 | 18 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 17 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 258 | 15 | 0.0% | 0.0% | 316 | +174 | 207.14% | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 187 | 11 | 0.0% | 0.0% | 318 | -18 | -8.78% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 185 | 11 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 184 | 10 | 0.0% | 0.0% | 320 | -96 | -34.29% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 175 | 10 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 171 | 10 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Abound Wealth Management | History | No change | 182 | 10 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 153 | 9 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Grove Bank & Trust | History | No change | 141 | 8 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 120 | 7 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 109 | 6 | 0.0% | 0.0% | 328 | -263 | -70.7% | Q1 2026 | Apr 23, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 108 | 6 | 0.0% | 0.0% | 330 | -15 | -12.2% | Q1 2026 | May 07, 2026 |
| Trust Co | History | No change | 107 | 6 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 103 | 6 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 53 | 3 | 0.0% | — | 332 | +42 | 381.82% | Q1 2026 | May 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 52 | 3 | 0.0% | 0.0% | 333 | -6 | -10.34% | Q1 2026 | Apr 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 66 | 3 | 0.0% | 0.0% | 334 | -6 | -8.33% | Q1 2026 | Apr 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 49 | 2 | 0.0% | — | 335 | +46 | 1533.33% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | Added to | 34 | 2 | 0.0% | 0.0% | 338 | +2 | 6.25% | Q1 2026 | Apr 24, 2026 |
| MCF Advisors LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthCollab, LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 25 | 1 | 0.0% | — | 346 | +25 | New | Q1 2026 | Apr 30, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 22 | 1 | 0.0% | — | 350 | +22 | New | Q1 2026 | May 05, 2026 |
| Dogwood Wealth Management LLC | History | New | 21 | 1 | 0.0% | — | 349 | +21 | New | Q1 2026 | May 12, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | New | 20 | 1 | 0.0% | — | 348 | +20 | New | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 18 | 1 | 0.0% | — | 347 | +18 | New | Q1 2026 | Apr 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 21 | 1 | 0.0% | — | 341 | +17 | 425.0% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 32 | 1 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SHP Wealth Management | History | No change | 31 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 26 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| True Wealth Design, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -1,590,028 | -100.0% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.11% | — | -484,720 | -100.0% | Q1 2026 | May 14, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -445,804 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -121,359 | -100.0% | Q1 2026 | May 15, 2026 |
| Atika Capital Management LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -115,930 | -100.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.02% | — | -114,373 | -100.0% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -112,493 | -100.0% | Q1 2026 | May 15, 2026 |
| Gallo Partners, LP | History | Closed out | 0 | 0 | — | 5.12% | — | -90,224 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,702 | -100.0% | Q1 2026 | May 04, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -75,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -69,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Gunderson Capital Management LLC | History | Closed out | 0 | 0 | — | 1.76% | — | -60,528 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.09% | — | -55,580 | -100.0% | Q1 2026 | May 12, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -34,530 | -100.0% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -26,824 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,916 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -20,593 | -100.0% | Q1 2026 | May 15, 2026 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -19,562 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,356 | -100.0% | Q1 2026 | May 01, 2026 |
| Oldfield Partners LLP | History | Closed out | 0 | 0 | — | 0.29% | — | -15,631 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -15,527 | -100.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,804 | -100.0% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,388 | -100.0% | Q1 2026 | May 14, 2026 |
| Compagnie Lombard Odier SCmA | History | Closed out | 0 | 0 | — | 0.01% | — | -7,313 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Alessandra Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,655 | -100.0% | Q1 2026 | Apr 30, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,176 | -100.0% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,128 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,965 | -100.0% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,695 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,602 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.05% | — | -3,498 | -100.0% | Q1 2026 | May 12, 2026 |
| AG Asset Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,250 | -100.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,107 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,714 | -100.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,785 | -100.0% | Q1 2026 | May 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,724 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | Apr 01, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 12 | 0 | — | 0.0% | — | -59 | -83.1% | Q1 2026 | Apr 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 07, 2026 |
| Investors Portfolio Services LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 29, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q1 2026 | May 06, 2026 |
| Elequin Capital, LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| West Branch Capital LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bare Financial Services, Inc | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |