EPR PROPERTIES - EPR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 10,841,431 | 540,987 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 10,553,654 | 511,959 | 0.01% | 0.01% | 2 | -239,979 | -2.22% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,591,378 | 329,305 | 0.02% | — | 3 | +6,591,378 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 3,844,656 | 193,248 | 0.01% | 0.01% | 4 | -62,485 | -1.6% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,285,956 | 164,166 | 0.0% | — | 5 | +3,285,956 | New | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 1,659,770 | 82,822 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,642,769 | 82,089 | 0.01% | 0.0% | 7 | +58,375 | 3.68% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,572,738 | 78,574 | 0.13% | 0.13% | 8 | +272,335 | 20.94% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,452,758 | 72,580 | 0.16% | 0.15% | 9 | +87,400 | 6.4% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,459,671 | 72,253 | 0.03% | 0.04% | 10 | -5,453 | -0.37% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,372,135 | 68,551 | 0.01% | 0.01% | 11 | +27,423 | 2.04% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Added to | 2,708,270 | 66,718 | 1.13% | 0.65% | 12 | +766,015 | 39.44% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,267,778 | 62,588 | 0.0% | 0.0% | 13 | -69,421 | -5.19% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,180,450 | 58,975 | 0.01% | 0.01% | 14 | -55,262 | -4.47% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,131,680 | 56,537 | 0.01% | 0.01% | 15 | +26,506 | 2.4% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,118,889 | 55,899 | 0.01% | 0.01% | 16 | +19,785 | 1.8% | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 975,064 | 48,714 | 0.06% | 0.01% | 17 | +843,379 | 640.45% | Q1 2026 | May 15, 2026 |
| WASATCH ADVISORS LP | History | New | 973,439 | 48,633 | 0.32% | — | 18 | +973,439 | New | Q1 2026 | Apr 21, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 935,987 | 46,761 | 0.02% | 0.02% | 19 | +1,793 | 0.19% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 825,097 | 41,221 | 0.01% | 0.01% | 20 | -193,588 | -19.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 818,737 | 40,822 | 0.01% | 0.0% | 21 | +281,736 | 52.46% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 799,810 | 39,422 | 0.0% | 0.0% | 22 | +39,215 | 5.16% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 774,973 | 38,717 | 0.02% | 0.01% | 23 | +432,877 | 126.54% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 715,927 | 34,772 | 0.01% | 0.01% | 24 | +32,830 | 4.81% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 564,400 | 28,197 | 0.04% | 0.05% | 25 | -126,900 | -18.36% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 508,456 | 25,402 | 0.01% | 0.0% | 26 | +508,105 | 144759.26% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 507,189 | 25,339 | 0.3% | 0.29% | 27 | +12,780 | 2.58% | Q1 2026 | May 01, 2026 |
| Nuveen, LLC | History | Added to | 485,575 | 24,259 | 0.01% | 0.0% | 28 | +128,001 | 35.8% | Q1 2026 | Apr 30, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 470,255 | 23,493 | 0.01% | — | 29 | +470,255 | New | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Added to | 451,710 | 22,567 | 0.02% | 0.0% | 30 | +368,691 | 444.1% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 446,609 | 22,312 | 0.02% | 0.03% | 31 | -50,118 | -10.09% | Q1 2026 | May 11, 2026 |
| Aberdeen Group plc | History | Reduced | 439,746 | 21,969 | 0.04% | 0.04% | 32 | -24,036 | -5.18% | Q1 2026 | Apr 29, 2026 |
| Legal & General Group Plc | History | Reduced | 414,621 | 20,714 | 0.0% | 0.01% | 33 | -47,896 | -10.36% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 399,831 | 19,975 | 0.0% | 0.0% | 34 | +244,912 | 158.09% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 367,293 | 18,349 | 0.01% | 0.01% | 35 | -15,202 | -3.97% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 360,691 | 18,020 | 0.27% | 0.18% | 36 | +134,215 | 59.26% | Q1 2026 | May 14, 2026 |
| CAMDEN ASSET MANAGEMENT L P /CA | History | Added to | 724,313 | 17,894 | 0.61% | 0.45% | 37 | +500 | 0.07% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 352,049 | 17,588 | 0.0% | 0.0% | 38 | -79,021 | -18.33% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 335,470 | 16,772 | 0.01% | 0.01% | 39 | +37,710 | 12.66% | Q1 2026 | Apr 30, 2026 |
| Freestone Grove Partners LP | History | Reduced | 281,766 | 14,077 | 0.1% | 0.22% | 40 | -320,546 | -53.22% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 256,722 | 12,825 | 0.01% | 0.01% | 41 | +86,866 | 51.14% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 256,496 | 12,814 | 0.0% | 0.0% | 42 | +54,550 | 27.01% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 256,237 | 12,786 | 0.0% | 0.0% | 43 | +73,926 | 40.55% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 249,039 | 12,441 | 0.04% | — | 44 | +249,039 | New | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 247,690 | 12,374 | 0.0% | 0.0% | 45 | -54,253 | -17.97% | Q1 2026 | May 14, 2026 |
| Aequim Alternative Investments LP | History | No change | 511,692 | 12,126 | 0.24% | 0.24% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 222,432 | 11,099 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 212,860 | 10,634 | 0.03% | 0.02% | 48 | +116,429 | 120.74% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 209,629 | 10,473 | 0.01% | 0.01% | 49 | +977 | 0.47% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 201,149 | 10,049 | 0.0% | 0.0% | 50 | +5,060 | 2.58% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 195,532 | 9,768 | 0.01% | — | 51 | +195,532 | New | Q1 2026 | May 15, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | New | 186,519 | 9,318 | 0.14% | — | 52 | +186,519 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 171,043 | 8,545 | 0.0% | 0.0% | 53 | +104,779 | 158.12% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 170,042 | 8,495 | 0.0% | 0.0% | 54 | +6,293 | 3.84% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 169,503 | 8,468 | 0.02% | 0.01% | 55 | +12,428 | 7.91% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 166,195 | 8,303 | 0.16% | — | 56 | +166,195 | New | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 153,978 | 7,693 | 0.0% | 0.0% | 57 | +21,049 | 15.83% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 151,684 | 7,578 | 0.03% | 0.0% | 58 | +132,897 | 707.39% | Q1 2026 | Apr 24, 2026 |
| PEAK6 LLC | History | Added to | 151,376 | 7,562 | 0.02% | 0.01% | 59 | +57,277 | 60.87% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 150,188 | 7,503 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 148,070 | 7,395 | 0.01% | 0.01% | 61 | +10,462 | 7.6% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 146,846 | 7,336 | 0.0% | 0.0% | 62 | +8,437 | 6.1% | Q1 2026 | May 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 146,549 | 7,321 | 0.01% | — | 63 | +146,549 | New | Q1 2026 | May 14, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 206,868 | 7,303 | 0.75% | 0.78% | 64 | -12,198 | -5.57% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 146,037 | 7,296 | 0.02% | 0.02% | 65 | -10,579 | -6.75% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 139,751 | 6,987 | 0.01% | 0.01% | 66 | +1,755 | 1.27% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 138,698 | 6,929 | 0.01% | 0.01% | 67 | +3,413 | 2.52% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 136,961 | 6,842 | 0.07% | 0.1% | 68 | -90,393 | -39.76% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 136,636 | 6,826 | 0.0% | 0.01% | 69 | -793,693 | -85.31% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 131,386 | 6,564 | 0.05% | 0.04% | 70 | +16,960 | 14.82% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 127,901 | 6,389 | 0.0% | 0.0% | 71 | +17,081 | 15.41% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 214,506 | 6,280 | 0.05% | 0.07% | 72 | -100,000 | -31.8% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 122,311 | 6,110 | 0.0% | 0.0% | 73 | -5,028 | -3.95% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 119,974 | 5,993 | 0.01% | 0.03% | 74 | -371,104 | -75.57% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 118,688 | 5,929 | 0.01% | 0.0% | 75 | +37,511 | 46.21% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 118,020 | 5,896 | 0.02% | 0.01% | 76 | +2,780 | 2.41% | Q1 2026 | May 11, 2026 |
| LDR Capital Management LLC | History | Reduced | 200,954 | 5,887 | 7.91% | 12.26% | 77 | -101,829 | -33.63% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 114,665 | 5,728 | 0.01% | 0.01% | 78 | +13,105 | 12.9% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 111,039 | 5,547 | 0.0% | 0.0% | 79 | +20,899 | 23.19% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 108,798 | 5,435 | 0.02% | 0.02% | 80 | -18,599 | -14.6% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 106,736 | 5,332 | 0.01% | 0.01% | 81 | +127 | 0.12% | Q1 2026 | May 11, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 106,077 | 5,299 | 0.02% | 0.01% | 82 | -378 | -0.36% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 105,283 | 4,972 | 0.0% | 0.0% | 83 | +5,429 | 5.44% | Q1 2026 | May 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 99,000 | 4,940 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DigitalBridge Group, Inc. | History | Reduced | 187,512 | 4,768 | 0.3% | 0.44% | 85 | -42,231 | -18.38% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 95,095 | 4,751 | 0.0% | 0.0% | 86 | +46,893 | 97.28% | Q1 2026 | May 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 93,344 | 4,663 | 0.02% | 0.01% | 87 | +1,965 | 2.15% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 92,688 | 4,630 | 0.0% | 0.0% | 88 | +20,198 | 27.86% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 90,510 | 4,522 | 0.01% | 0.01% | 89 | +10,700 | 13.41% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 90,251 | 4,508 | 0.08% | 0.04% | 90 | +57,335 | 174.19% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 87,451 | 4,369 | 0.0% | 0.0% | 91 | -33,929 | -27.95% | Q1 2026 | May 13, 2026 |
| Apollo Management Holdings, L.P. | History | New | 86,610 | 4,327 | 0.06% | — | 92 | +86,610 | New | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 86,424 | 4,233 | 0.0% | 0.0% | 93 | +25,371 | 41.56% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 83,592 | 4,176 | 0.0% | 0.0% | 94 | +23,529 | 39.17% | Q1 2026 | May 12, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 83,071 | 4,150 | 0.02% | 0.02% | 95 | +6,359 | 8.29% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 82,974 | 4,145 | 0.0% | 0.0% | 96 | -1,759 | -2.08% | Q1 2026 | Apr 30, 2026 |
| North Star Investment Management Corp. | History | Added to | 118,500 | 4,142 | 0.25% | 0.25% | 97 | +3,885 | 3.39% | Q1 2026 | Apr 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 82,715 | 4,132 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 77,156 | 3,855 | 0.01% | 0.01% | 99 | -2,447 | -3.07% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 75,976 | 3,795 | 0.0% | 0.0% | 100 | +31,179 | 69.6% | Q1 2026 | May 12, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 75,827 | 3,788 | 0.09% | 0.08% | 101 | -7,356 | -8.84% | Q1 2026 | May 14, 2026 |
| Ballast Asset Management, LP | History | Added to | 75,617 | 3,777 | 1.68% | 1.74% | 102 | +1,815 | 2.46% | Q1 2026 | May 07, 2026 |
| Warberg Asset Management LLC | History | Reduced | 149,215 | 3,756 | 0.63% | 0.46% | 103 | -3,378 | -2.21% | Q1 2026 | May 07, 2026 |
| Swedbank AB | History | Added to | 73,082 | 3,651 | 0.0% | 0.0% | 104 | +55 | 0.08% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 72,133 | 3,532 | 0.01% | 0.0% | 105 | +12,807 | 21.59% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 69,832 | 3,488 | 0.0% | 0.0% | 106 | -17,689 | -20.21% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 68,949 | 3,444 | 0.01% | — | 107 | +68,949 | New | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 66,843 | 3,432 | 0.0% | 0.0% | 108 | +16,896 | 33.83% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 67,298 | 3,362 | 0.0% | — | 110 | +67,298 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 67,300 | 3,362 | 0.0% | 0.0% | 109 | +2,217 | 3.41% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 90,863 | 3,356 | 0.0% | 0.0% | 111 | +27,586 | 43.6% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 66,724 | 3,333 | 0.01% | 0.01% | 112 | -14,545 | -17.9% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 77,042 | 3,196 | 0.0% | 0.0% | 113 | -32,806 | -29.86% | Q1 2026 | May 04, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 62,143 | 3,104 | 0.0% | 0.0% | 114 | +2,107 | 3.51% | Q1 2026 | May 12, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Reduced | 100,124 | 3,041 | 0.21% | 0.35% | 115 | -21,382 | -17.6% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 62,134 | 3,012 | 0.0% | 0.0% | 116 | +7,967 | 14.71% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 60,202 | 3,007 | 0.01% | 0.01% | 117 | +11,650 | 23.99% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 118,918 | 2,987 | 0.01% | 0.01% | 118 | -24,217 | -16.92% | Q1 2026 | Apr 22, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 59,210 | 2,955 | 0.03% | 0.03% | 119 | +1,425 | 2.47% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 115,837 | 2,952 | 0.02% | 0.02% | 120 | -1,584 | -1.35% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 56,185 | 2,806 | 0.0% | 0.0% | 121 | -701 | -1.23% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 53,194 | 2,657 | 0.0% | 0.0% | 122 | -14,146 | -21.01% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 53,063 | 2,651 | 0.04% | 0.04% | 123 | +11,547 | 27.81% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 53,000 | 2,647 | 0.01% | 0.01% | 124 | +9,472 | 21.76% | Q1 2026 | May 01, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 51,098 | 2,552 | 0.01% | 0.01% | 125 | +11,920 | 30.43% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 49,169 | 2,456 | 0.02% | 0.02% | 126 | -23 | -0.05% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 48,674 | 2,431 | 0.03% | 0.04% | 127 | -1,224 | -2.45% | Q1 2026 | Apr 23, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 48,408 | 2,418 | 0.11% | 0.1% | 128 | -191 | -0.39% | Q1 2026 | May 11, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 76,240 | 2,316 | 0.39% | 0.37% | 129 | +4,715 | 6.59% | Q1 2026 | May 01, 2026 |
| EFG International AG | History | No change | 46,081 | 2,303 | 0.05% | 0.04% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 44,594 | 2,227 | 0.05% | 0.01% | 131 | +37,813 | 557.63% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 42,162 | 2,106 | 0.0% | 0.0% | 132 | +5,509 | 15.03% | Q1 2026 | May 13, 2026 |
| Amundi | History | Added to | 41,890 | 2,092 | 0.0% | 0.0% | 133 | +1,378 | 3.4% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 41,674 | 2,082 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 41,368 | 2,066 | 0.0% | 0.0% | 135 | -339 | -0.81% | Q1 2026 | May 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 40,861 | 2,041 | 0.07% | 0.07% | 136 | +3,402 | 9.08% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Added to | 40,838 | 2,040 | 0.0% | 0.0% | 137 | +5,819 | 16.62% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 40,719 | 2,034 | 0.13% | — | 138 | +40,719 | New | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Reduced | 58,154 | 1,989 | 0.0% | 0.01% | 139 | -12,490 | -17.68% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 39,584 | 1,977 | 0.01% | 0.01% | 140 | +288 | 0.73% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 38,569 | 1,926 | 0.04% | 0.03% | 141 | -1,851 | -4.58% | Q1 2026 | Apr 22, 2026 |
| IMC-Chicago, LLC | History | Added to | 38,457 | 1,921 | 0.0% | 0.0% | 142 | +23,457 | 156.38% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 37,546 | 1,875 | 0.0% | 0.0% | 143 | -8,548 | -18.54% | Q1 2026 | May 12, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 37,532 | 1,875 | 0.44% | 0.44% | 144 | +344 | 0.93% | Q1 2026 | May 05, 2026 |
| Skaana Management L.P. | History | Reduced | 65,119 | 1,847 | 0.62% | 2.09% | 145 | -222,842 | -77.39% | Q1 2026 | May 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 36,792 | 1,838 | 0.1% | 0.09% | 146 | -1,563 | -4.08% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 41,138 | 1,828 | 0.0% | 0.0% | 147 | +2,847 | 7.44% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | No change | 35,650 | 1,781 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 58,749 | 1,775 | 0.06% | 0.05% | 149 | -750 | -1.26% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 34,787 | 1,749 | 0.01% | 0.01% | 150 | -3,561 | -9.29% | Q1 2026 | Apr 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 35,007 | 1,748 | 0.06% | 0.04% | 151 | +12,598 | 56.22% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Added to | 34,803 | 1,739 | 0.01% | 0.01% | 152 | +1,067 | 3.16% | Q1 2026 | May 08, 2026 |
| COHEN & STEERS, INC. | History | No change | 57,085 | 1,734 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 33,814 | 1,668 | 0.01% | 0.01% | 154 | +1,687 | 5.25% | Q1 2026 | Apr 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 33,158 | 1,657 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bridgefront Capital, LLC | History | Added to | 33,006 | 1,648 | 0.41% | 0.16% | 156 | +20,199 | 157.72% | Q1 2026 | May 15, 2026 |
| Pensionfund PDN | History | Added to | 32,962 | 1,647 | 0.95% | 1.02% | 157 | +2,000 | 6.46% | Q1 2026 | Apr 01, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 32,532 | 1,625 | 0.03% | 0.03% | 158 | -2,133 | -6.15% | Q1 2026 | Apr 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 28,734 | 1,603 | 0.03% | 0.03% | 159 | +390 | 1.38% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 31,940 | 1,596 | 0.01% | 0.0% | 160 | +677 | 2.17% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 31,675 | 1,582 | 0.0% | 0.0% | 161 | +1,132 | 3.71% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 31,507 | 1,574 | 0.0% | — | 162 | +31,507 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 31,236 | 1,560 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 30,631 | 1,530 | 0.0% | 0.0% | 164 | -2,000 | -6.13% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 30,503 | 1,523 | 0.0% | 0.0% | 165 | +4,249 | 16.18% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 29,759 | 1,522 | 0.0% | 0.0% | 166 | -9,295 | -23.8% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Reduced | 29,898 | 1,493 | 0.0% | 0.0% | 167 | -844 | -2.75% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 29,880 | 1,492 | 0.0% | 0.0% | 168 | +3,099 | 11.57% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 29,179 | 1,457 | 0.02% | 0.02% | 169 | -2,509 | -7.92% | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | Added to | 28,345 | 1,416 | 0.02% | 0.02% | 170 | +795 | 2.89% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 26,706 | 1,334 | 0.01% | 0.02% | 171 | -4,928 | -15.58% | Q1 2026 | Apr 27, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 26,629 | 1,330 | 0.34% | 0.28% | 172 | +6,749 | 33.95% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 26,581 | 1,327 | 0.0% | 0.0% | 173 | +3,456 | 14.94% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 22,755 | 1,283 | 0.02% | — | 174 | +22,755 | New | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 25,168 | 1,257 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 21,970 | 1,239 | 0.19% | 0.04% | 176 | +214 | 0.98% | Q1 2026 | May 01, 2026 |
| Graham Capital Management, L.P. | History | New | 24,631 | 1,230 | 0.03% | — | 177 | +24,631 | New | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 23,700 | 1,184 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quantbot Technologies LP | History | New | 23,343 | 1,166 | 0.05% | — | 179 | +23,343 | New | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 23,172 | 1,151 | 0.01% | 0.01% | 180 | +8,898 | 62.34% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 22,307 | 1,114 | 0.01% | 0.01% | 181 | -1,256 | -5.33% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 22,100 | 1,104 | 0.02% | 0.02% | 182 | +1,000 | 4.74% | Q1 2026 | Apr 20, 2026 |
| Engineers Gate Manager LP | History | Added to | 22,050 | 1,101 | 0.01% | 0.0% | 183 | +16,100 | 270.59% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | New | 21,978 | 1,098 | 0.01% | — | 184 | +21,978 | New | Q1 2026 | May 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 21,971 | 1,097 | 0.74% | 0.72% | 185 | +184 | 0.84% | Q1 2026 | May 13, 2026 |
| Convergence Investment Partners, LLC | History | New | 21,558 | 1,077 | 0.18% | — | 186 | +21,558 | New | Q1 2026 | May 07, 2026 |
| Vestcor Inc | History | Reduced | 21,377 | 1,068 | 0.03% | 0.1% | 187 | -45,794 | -68.18% | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 21,251 | 1,062 | 0.0% | 0.0% | 188 | +1,101 | 5.46% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 18,742 | 1,045 | 0.02% | 0.02% | 189 | +2,297 | 13.97% | Q1 2026 | May 04, 2026 |
| Arizona State Retirement System | History | Reduced | 20,914 | 1,044 | 0.01% | 0.01% | 190 | -294 | -1.39% | Q1 2026 | May 01, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 20,468 | 1,022 | 0.0% | 0.01% | 191 | -27,444 | -57.28% | Q1 2026 | Apr 30, 2026 |
| Inscription Capital, LLC | History | Reduced | 20,173 | 1,007 | 0.11% | 0.11% | 192 | -427 | -2.07% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,100 | 1,004 | 0.0% | 0.0% | 193 | -2,359 | -10.5% | Q1 2026 | Apr 27, 2026 |
| Metis Global Partners, LLC | History | Added to | 19,949 | 996 | 0.02% | 0.02% | 194 | +1,937 | 10.75% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 19,825 | 990 | 0.01% | 0.01% | 195 | -76 | -0.38% | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 19,362 | 967 | 0.06% | — | 196 | +19,362 | New | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,239 | 961 | 0.0% | 0.0% | 197 | +7,424 | 62.84% | Q1 2026 | Apr 30, 2026 |
| Global Assets Advisory, LLC | History | New | 50,983 | 957 | 0.27% | — | 198 | +50,983 | New | Q1 2026 | May 01, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 19,109 | 954 | 0.01% | 0.01% | 199 | +291 | 1.55% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 18,783 | 938 | 0.0% | 0.0% | 200 | +879 | 4.91% | Q1 2026 | Apr 24, 2026 |
| SG Americas Securities, LLC | History | Reduced | 18,709 | 935 | 0.0% | 0.0% | 201 | -1,402 | -6.97% | Q1 2026 | Apr 16, 2026 |
| SYON CAPITAL LLC | History | Reduced | 18,686 | 933 | 0.05% | 0.06% | 202 | -4,250 | -18.53% | Q1 2026 | May 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 18,289 | 913 | 0.0% | 0.0% | 203 | +300 | 1.67% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 18,130 | 905 | 0.01% | 0.0% | 204 | +8,750 | 93.28% | Q1 2026 | Apr 30, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 17,938 | 899 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 17,883 | 898 | 0.02% | 0.08% | 206 | -14,418 | -44.64% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,908 | 894 | 0.0% | 0.0% | 208 | +5,327 | 42.34% | Q1 2026 | Apr 30, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 17,900 | 894 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 17,806 | 889 | 0.0% | 0.01% | 209 | -9,366 | -34.47% | Q1 2026 | May 11, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 17,727 | 885 | 0.0% | 0.0% | 210 | +1,112 | 6.69% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 17,383 | 868 | 0.01% | 0.02% | 211 | -14,418 | -45.34% | Q1 2026 | May 15, 2026 |
| Pensionfund Sabic | History | No change | 17,300 | 864 | 1.04% | 0.23% | 212 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 17,057 | 852 | 0.01% | 0.01% | 213 | +22 | 0.13% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 16,800 | 843 | 0.0% | 0.0% | 214 | +700 | 4.35% | Q1 2026 | Apr 29, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 16,869 | 842 | 0.56% | 0.53% | 215 | +1,294 | 8.31% | Q1 2026 | Apr 09, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 16,819 | 840 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 16,648 | 831 | 0.01% | 0.01% | 217 | +4,062 | 32.27% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 15,634 | 781 | 0.01% | 0.01% | 219 | +400 | 2.63% | Q1 2026 | Apr 29, 2026 |
| M&T BANK CORP | History | Added to | 15,643 | 781 | 0.0% | 0.0% | 218 | +389 | 2.55% | Q1 2026 | May 12, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 15,600 | 779 | 0.01% | 0.0% | 220 | +300 | 1.96% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 15,419 | 770 | 0.04% | 0.04% | 221 | +414 | 2.76% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,383 | 768 | 0.01% | 0.01% | 222 | +129 | 0.85% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 15,358 | 767 | 0.0% | 0.0% | 223 | -2,851 | -15.66% | Q1 2026 | May 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 15,300 | 764 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sound Stewardship, LLC | History | Added to | 15,139 | 756 | 0.35% | 0.26% | 225 | +4,217 | 38.61% | Q1 2026 | Apr 10, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 24,220 | 735 | 0.0% | 0.0% | 226 | -13,491 | -35.77% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 14,410 | 725 | 0.02% | 0.03% | 227 | -12,512 | -46.48% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,704 | 724 | 0.0% | 0.0% | 228 | +507 | 2.64% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 14,457 | 722 | 0.09% | 0.09% | 229 | +778 | 5.69% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 14,280 | 713 | 0.07% | 0.08% | 230 | +2,272 | 18.92% | Q1 2026 | Apr 06, 2026 |
| Verdence Capital Advisors LLC | History | New | 14,227 | 710 | 0.04% | — | 231 | +14,227 | New | Q1 2026 | Apr 30, 2026 |
| CSS LLC/IL | History | Added to | 20,324 | 701 | 0.03% | 0.02% | 232 | +10,597 | 108.94% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 14,050 | 701 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 13,993 | 699 | 0.13% | 0.11% | 234 | -144 | -1.02% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 13,954 | 697 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 13,855 | 692 | 0.01% | 0.01% | 236 | +4,446 | 47.25% | Q1 2026 | May 04, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 13,649 | 681 | 0.23% | 0.21% | 237 | +2,227 | 19.5% | Q1 2026 | Apr 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,293 | 664 | 0.01% | 0.02% | 238 | -4,128 | -23.7% | Q1 2026 | May 15, 2026 |
| Byrne Asset Management LLC | History | Reduced | 12,926 | 645 | 0.38% | 0.36% | 239 | -27 | -0.21% | Q1 2026 | Apr 02, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 12,862 | 642 | 0.1% | 0.11% | 240 | +3,142 | 32.33% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 12,502 | 624 | 0.04% | 0.04% | 241 | -289 | -2.26% | Q1 2026 | Apr 29, 2026 |
| IFM Investors Pty Ltd | History | Added to | 12,237 | 611 | 0.01% | 0.01% | 242 | +78 | 0.64% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,204 | 609 | 0.0% | 0.0% | 243 | +1,321 | 12.14% | Q1 2026 | May 05, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 12,134 | 606 | 0.03% | 0.03% | 244 | +1,685 | 16.13% | Q1 2026 | May 14, 2026 |
| Oak Thistle LLC | History | Reduced | 12,125 | 605 | 0.06% | 0.26% | 245 | -25,468 | -67.75% | Q1 2026 | Apr 10, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 12,080 | 603 | 0.0% | 0.0% | 246 | +460 | 3.96% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Added to | 11,835 | 591 | 0.13% | 0.13% | 247 | +847 | 7.71% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,706 | 585 | 0.02% | 0.02% | 248 | +850 | 7.83% | Q1 2026 | Apr 21, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 11,552 | 577 | 0.02% | 0.12% | 249 | -77,386 | -87.01% | Q1 2026 | May 18, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 11,549 | 576 | 0.0% | 0.0% | 251 | +986 | 9.33% | Q1 2026 | Apr 22, 2026 |
| BTC Capital Management, Inc. | History | Added to | 11,543 | 576 | 0.04% | 0.04% | 250 | +521 | 4.73% | Q1 2026 | Apr 20, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 11,413 | 570 | 0.2% | 0.22% | 252 | -1,245 | -9.84% | Q1 2026 | Apr 22, 2026 |
| CERTUITY, LLC | History | Added to | 11,391 | 569 | 0.04% | 0.03% | 253 | +1,379 | 13.77% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 11,191 | 559 | 0.01% | 0.01% | 254 | +1,269 | 12.79% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,075 | 553 | 0.0% | 0.0% | 255 | -18,562 | -62.63% | Q1 2026 | May 04, 2026 |
| Optas, LLC | History | Reduced | 10,815 | 540 | 0.08% | 0.17% | 256 | -11,091 | -50.63% | Q1 2026 | Apr 24, 2026 |
| Pacer Advisors, Inc. | History | Added to | 10,594 | 529 | 0.0% | 0.0% | 257 | +1,484 | 16.29% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 10,513 | 528 | 0.03% | 0.02% | 258 | -88 | -0.83% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 10,415 | 520 | 0.01% | 0.01% | 259 | +992 | 10.53% | Q1 2026 | May 08, 2026 |
| MQS Management LLC | History | New | 10,367 | 517 | 0.35% | — | 260 | +10,367 | New | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | Added to | 10,231 | 514 | 0.01% | 0.01% | 261 | +1,376 | 15.54% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,247 | 511 | 0.0% | 0.0% | 262 | +389 | 3.95% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,220 | 510 | 0.0% | 0.0% | 263 | +880 | 9.42% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 10,059 | 503 | 0.0% | 0.0% | 264 | -1,465 | -12.71% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 9,939 | 496 | 0.01% | 0.01% | 265 | -1,102 | -9.98% | Q1 2026 | Apr 17, 2026 |
| Groupe la Francaise | History | Reduced | 9,839 | 491 | 0.01% | 0.01% | 266 | -74 | -0.75% | Q1 2026 | May 21, 2026 |
| Walleye Trading LLC | History | Reduced | 9,800 | 489 | 0.0% | 0.0% | 267 | -11,700 | -54.42% | Q1 2026 | May 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 9,746 | 486 | 0.01% | 0.01% | 268 | -80 | -0.81% | Q1 2026 | May 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 9,660 | 482 | 0.05% | 0.05% | 269 | +151 | 1.59% | Q1 2026 | Apr 09, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 9,635 | 481 | 0.05% | 0.05% | 270 | +643 | 7.15% | Q1 2026 | Apr 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,398 | 469 | 0.01% | 0.01% | 271 | +292 | 3.21% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 9,190 | 459 | 0.07% | 0.09% | 272 | -2,346 | -20.34% | Q1 2026 | Apr 21, 2026 |
| XPONANCE LLC | History | Added to | 9,155 | 457 | 0.0% | 0.0% | 273 | +2,149 | 30.67% | Q1 2026 | May 13, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Added to | 9,071 | 453 | 0.09% | 0.09% | 274 | +421 | 4.87% | Q1 2026 | Apr 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 9,049 | 452 | 0.0% | 0.0% | 275 | -4,583 | -33.62% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 8,961 | 447 | 0.0% | 0.0% | 276 | +2,926 | 48.48% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,942 | 446 | 0.0% | 0.0% | 277 | +3,009 | 50.72% | Q1 2026 | May 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 8,844 | 441 | 0.0% | 0.0% | 278 | -5,927 | -40.13% | Q1 2026 | Apr 21, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 8,830 | 441 | 0.0% | 0.0% | 279 | +2,911 | 49.18% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 8,784 | 438 | 0.03% | 0.03% | 280 | +101 | 1.16% | Q1 2026 | May 12, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 8,721 | 435 | 0.05% | 0.07% | 282 | -2,972 | -25.42% | Q1 2026 | Apr 23, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 8,716 | 435 | 0.0% | 0.0% | 281 | +1,792 | 25.88% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 8,663 | 432 | 0.01% | 0.01% | 283 | +2,361 | 37.46% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | New | 8,590 | 429 | 0.06% | — | 284 | +8,590 | New | Q1 2026 | May 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 18,270 | 420 | 0.0% | 0.0% | 285 | -7,911 | -30.22% | Q1 2026 | May 04, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 10,090 | 418 | 0.36% | 0.37% | 286 | -775 | -7.13% | Q1 2026 | May 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 7,890 | 394 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 7,865 | 392 | 0.01% | 0.01% | 288 | -25 | -0.32% | Q1 2026 | May 07, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 7,575 | 378 | 0.01% | 0.01% | 289 | -162 | -2.09% | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,339 | 369 | 0.0% | 0.0% | 290 | -1,141 | -13.46% | Q1 2026 | May 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 7,255 | 362 | 0.04% | — | 291 | +7,255 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 7,000 | 349 | 0.0% | 0.0% | 292 | -6,100 | -46.56% | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | New | 6,890 | 344 | 0.02% | — | 293 | +6,890 | New | Q1 2026 | May 07, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 6,879 | 343 | 0.16% | 0.15% | 294 | +67 | 0.98% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | New | 6,782 | 338 | 0.01% | — | 295 | +6,782 | New | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 6,729 | 336 | 0.0% | — | 296 | +6,729 | New | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 6,714 | 335 | 0.01% | 0.01% | 297 | -243 | -3.49% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 6,696 | 334 | 0.04% | 0.04% | 298 | +10 | 0.15% | Q1 2026 | Apr 24, 2026 |
| RDA Financial Network | History | Reduced | 6,622 | 330 | 0.08% | 0.17% | 299 | -7,604 | -53.45% | Q1 2026 | Apr 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 6,573 | 328 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 6,564 | 327 | 0.0% | 0.0% | 301 | +694 | 11.82% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 6,561 | 327 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | New | 6,489 | 324 | 0.0% | — | 304 | +6,489 | New | Q1 2026 | May 14, 2026 |
| Ruffer LLP | History | Reduced | 6,480 | 324 | 0.01% | 0.02% | 303 | -775 | -10.68% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,428 | 321 | 0.0% | 0.0% | 305 | -2,940 | -31.38% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 6,362 | 318 | 0.01% | 0.0% | 306 | +4,231 | 198.55% | Q1 2026 | May 13, 2026 |
| Hazelview Securities Inc. | History | New | 6,320 | 315 | 0.06% | — | 307 | +6,320 | New | Q1 2026 | May 14, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 6,218 | 311 | 0.19% | 0.15% | 308 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,153 | 307 | 0.0% | 0.0% | 309 | +1,685 | 37.71% | Q1 2026 | May 08, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 6,052 | 302 | 0.0% | 0.0% | 310 | -71 | -1.16% | Q1 2026 | May 11, 2026 |
| Calamos Advisors LLC | History | New | 6,020 | 300 | 0.0% | — | 311 | +6,020 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 6,020 | 300 | 0.01% | — | 312 | +6,020 | New | Q1 2026 | May 04, 2026 |
| Community Bank of Raymore | History | No change | 5,955 | 297 | 0.2% | 0.2% | 313 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | New | 7,099 | 294 | 0.0% | — | 314 | +7,099 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,834 | 291 | 0.03% | 0.02% | 315 | +500 | 9.37% | Q1 2026 | Apr 30, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 5,612 | 280 | 0.01% | 0.01% | 316 | +127 | 2.32% | Q1 2026 | May 01, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 5,588 | 279 | 0.0% | 0.0% | 317 | -12,311 | -68.78% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | New | 5,598 | 279 | 0.0% | — | 318 | +5,598 | New | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 5,548 | 277 | 0.0% | 0.0% | 319 | -13,568 | -70.98% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 5,561 | 277 | 0.0% | 0.02% | 320 | -9,544 | -63.18% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | No change | 5,501 | 274 | 0.2% | 0.17% | 321 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 8,900 | 270 | 0.04% | 0.04% | 322 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INCEPTIONR LLC | History | New | 5,137 | 256 | 0.06% | — | 324 | +5,137 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,144 | 256 | 0.0% | 0.0% | 323 | -2,915 | -36.17% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 5,117 | 255 | 0.0% | 0.01% | 325 | -1,984 | -27.94% | Q1 2026 | May 15, 2026 |
| Vanderbilt University | History | No change | 5,118 | 255 | 0.05% | 0.04% | 326 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 5,100 | 254 | 0.16% | — | 327 | +5,100 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 5,091 | 254 | 0.0% | — | 328 | +5,091 | New | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,492 | 251 | 0.01% | 0.01% | 329 | -810 | -15.28% | Q1 2026 | Apr 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 4,991 | 249 | 0.0% | 0.02% | 330 | -64,471 | -92.81% | Q1 2026 | May 07, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 4,990 | 249 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Reduced | 8,136 | 247 | 0.02% | 0.04% | 332 | -9,011 | -52.55% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 4,925 | 246 | 0.07% | 0.17% | 333 | -3,604 | -42.26% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,879 | 243 | 0.0% | 0.0% | 334 | +36 | 0.74% | Q1 2026 | Apr 15, 2026 |
| WINTON GROUP Ltd | History | New | 4,800 | 239 | 0.01% | — | 336 | +4,800 | New | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,799 | 239 | 0.0% | 0.0% | 335 | +75 | 1.59% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,182 | 238 | 0.01% | 0.01% | 337 | +589 | 6.14% | Q1 2026 | Apr 07, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 7,819 | 237 | 0.2% | 0.2% | 338 | +546 | 7.51% | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 4,700 | 236 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Presima Securities ULC | History | No change | 4,702 | 234 | 0.13% | 0.14% | 340 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| M&G Plc | History | New | 4,649 | 232 | 0.0% | — | 341 | +4,649 | New | Q1 2026 | May 13, 2026 |
| Fieldview Capital Management, LLC | History | New | 4,528 | 226 | 0.07% | — | 342 | +4,528 | New | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,506 | 225 | 0.0% | 0.0% | 343 | +340 | 8.16% | Q1 2026 | May 15, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 4,460 | 222 | 0.17% | 0.21% | 344 | -1,546 | -25.74% | Q1 2026 | May 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 4,432 | 222 | 0.06% | 0.05% | 345 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 4,420 | 220 | 0.01% | 0.01% | 346 | -59 | -1.32% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,400 | 219 | 0.0% | — | 349 | +4,400 | New | Q1 2026 | Apr 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,397 | 219 | 0.01% | 0.01% | 348 | +385 | 9.6% | Q1 2026 | Apr 07, 2026 |
| AFFINITY INVESTMENT ADVISORS, LLC | History | No change | 4,399 | 219 | 0.14% | 0.15% | 347 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 7,177 | 218 | 0.03% | 0.03% | 350 | -900 | -11.14% | Q1 2026 | Apr 22, 2026 |
| BAILARD, INC. | History | No change | 4,300 | 214 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 4,273 | 213 | 0.03% | — | 353 | +4,273 | New | Q1 2026 | Apr 30, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 9,425 | 213 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DnB Asset Management AS | History | New | 4,145 | 207 | 0.0% | — | 354 | +4,145 | New | Q1 2026 | May 14, 2026 |
| Sagewood Asset Management LP | History | Reduced | 4,115 | 205 | 0.06% | 0.09% | 355 | -772 | -15.8% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Reduced | 3,859 | 204 | 0.01% | 0.01% | 356 | -168 | -4.17% | Q1 2026 | Apr 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,019 | 200 | 0.0% | — | 358 | +4,019 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 3,552 | 200 | 0.01% | — | 357 | +3,552 | New | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,563 | 195 | 0.0% | 0.0% | 359 | +1,488 | 48.39% | Q1 2026 | May 15, 2026 |
| EMC Capital Management | History | No change | 3,879 | 194 | 0.09% | 0.09% | 360 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,856 | 192 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 3,793 | 189 | 0.05% | 0.04% | 362 | +540 | 16.6% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,544 | 177 | 0.01% | 0.01% | 363 | -171 | -4.6% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 3,211 | 160 | 0.0% | 0.0% | 364 | +445 | 16.09% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,986 | 149 | 0.0% | 0.0% | 365 | +1,866 | 166.61% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | No change | 3,000 | 149 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,527 | 146 | 0.0% | 0.0% | 367 | -455 | -9.13% | Q1 2026 | May 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,842 | 142 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,835 | 141 | 0.0% | 0.01% | 369 | -1,652 | -36.82% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,818 | 140 | 0.0% | 0.0% | 370 | +361 | 14.69% | Q1 2026 | Apr 07, 2026 |
| KBC Group NV | History | No change | 2,380 | 119 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,342 | 117 | 0.01% | 0.01% | 372 | +3 | 0.13% | Q1 2026 | May 18, 2026 |
| IFP Advisors, Inc | History | Added to | 2,307 | 115 | 0.0% | 0.0% | 373 | +431 | 22.97% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,272 | 113 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Essential Partners LLC | History | Reduced | 2,110 | 105 | 0.04% | 0.04% | 375 | -578 | -21.5% | Q1 2026 | May 21, 2026 |
| GAMMA Investing LLC | History | Added to | 2,080 | 103 | 0.0% | 0.0% | 376 | +160 | 8.33% | Q1 2026 | Apr 06, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2,003 | 100 | 0.0% | — | 378 | +2,003 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,400 | 100 | 0.0% | 0.0% | 377 | -83 | -3.34% | Q1 2026 | May 08, 2026 |
| FIL Ltd | History | Reduced | 1,797 | 89 | 0.0% | 0.0% | 379 | -348 | -16.22% | Q1 2026 | May 15, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 2,983 | 89 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,780 | 88 | 0.0% | 0.0% | 381 | +1,679 | 1662.38% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 1,730 | 86 | 0.0% | 0.0% | 382 | +1,077 | 164.93% | Q1 2026 | May 15, 2026 |
| Ninety One UK Ltd | History | New | 1,708 | 85 | 0.0% | — | 384 | +1,708 | New | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,708 | 85 | 0.0% | 0.0% | 383 | +85 | 5.24% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,700 | 84 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 1,645 | 82 | 0.04% | 0.04% | 386 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Ancora Advisors LLC | History | New | 1,620 | 80 | 0.0% | — | 387 | +1,620 | New | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,568 | 78 | 0.0% | 0.0% | 388 | -657 | -29.53% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Reduced | 1,531 | 76 | 0.02% | 0.02% | 389 | -350 | -18.61% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,406 | 70 | 0.0% | 0.0% | 390 | +152 | 12.12% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,400 | 69 | 0.0% | 0.0% | 391 | +194 | 16.09% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 1,376 | 68 | 0.0% | 0.0% | 392 | +496 | 56.36% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,151 | 57 | 0.0% | 0.0% | 393 | -110 | -8.72% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | Added to | 1,139 | 56 | 0.0% | 0.0% | 394 | +100 | 9.62% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,063 | 53 | 0.0% | 0.0% | 395 | +1,023 | 2557.5% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,030 | 51 | 0.0% | 0.0% | 396 | +215 | 26.38% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,003 | 50 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,000 | 49 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,000 | 49 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 979 | 48 | 0.01% | 0.0% | 400 | +199 | 25.51% | Q1 2026 | Apr 23, 2026 |
| BESSEMER GROUP INC | History | Reduced | 922 | 46 | 0.0% | 0.0% | 401 | -38 | -3.96% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 916 | 45 | 0.0% | 0.0% | 402 | +9 | 0.99% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 911 | 44 | 0.0% | 0.0% | 403 | +641 | 237.41% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 849 | 42 | 0.02% | — | 405 | +849 | New | Q1 2026 | May 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 1,857 | 42 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Added to | 695 | 34 | 0.01% | 0.01% | 406 | +12 | 1.76% | Q1 2026 | Apr 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 625 | 34 | 0.04% | 0.05% | 407 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Added to | 604 | 30 | 0.0% | 0.0% | 408 | +58 | 10.62% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,147 | 29 | 0.0% | 0.0% | 409 | +3,534 | 576.51% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 565 | 28 | 0.0% | 0.0% | 410 | +62 | 12.33% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 544 | 27 | 0.01% | — | 412 | +544 | New | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Added to | 553 | 27 | 0.0% | 0.0% | 411 | +452 | 447.52% | Q1 2026 | May 11, 2026 |
| Osbon Capital Management LLC | History | New | 521 | 26 | 0.02% | — | 413 | +521 | New | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 516 | 25 | 0.02% | 0.02% | 414 | +186 | 56.36% | Q1 2026 | Apr 02, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 500 | 24 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 445 | 22 | 0.0% | 0.0% | 417 | +1 | 0.23% | Q1 2026 | Apr 20, 2026 |
| Glendon Capital Management LP | History | No change | 1,000 | 22 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quarry LP | History | Reduced | 431 | 21 | 0.0% | 0.01% | 419 | -1,428 | -76.82% | Q1 2026 | May 15, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 422 | 21 | 0.0% | 0.0% | 418 | -88 | -17.25% | Q1 2026 | May 13, 2026 |
| Costello Asset Management, INC | History | No change | 402 | 20 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 400 | 19 | 0.0% | — | 421 | +400 | New | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 380 | 18 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | Reduced | 350 | 17 | 0.0% | 0.0% | 424 | -406 | -53.7% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | New | 345 | 17 | 0.0% | — | 425 | +345 | New | Q1 2026 | Apr 13, 2026 |
| Clearstead Trust, LLC | History | No change | 359 | 17 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 335 | 16 | 0.0% | 0.0% | 426 | +31 | 10.2% | Q1 2026 | Apr 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 296 | 14 | 0.0% | — | 428 | +296 | New | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 286 | 14 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 275 | 13 | 0.0% | — | 429 | +275 | New | Q1 2026 | Apr 28, 2026 |
| Bayforest Capital Ltd | History | Reduced | 246 | 12 | 0.01% | 0.21% | 430 | -5,457 | -95.69% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 258 | 12 | 0.0% | — | 434 | +258 | New | Q1 2026 | May 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 249 | 12 | 0.0% | — | 433 | +249 | New | Q1 2026 | May 07, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 254 | 12 | 0.01% | 0.01% | 432 | +4 | 1.6% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | No change | 257 | 12 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WPG Advisers, LLC | History | Added to | 237 | 11 | 0.01% | — | 438 | +224 | 1723.08% | Q1 2026 | Apr 29, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 223 | 11 | 0.0% | 0.0% | 436 | -20 | -8.23% | Q1 2026 | May 13, 2026 |
| Arlington Trust Co LLC | History | Added to | 222 | 11 | 0.0% | 0.0% | 437 | +7 | 3.26% | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 223 | 11 | 0.0% | 0.0% | 435 | -5 | -2.19% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 200 | 10 | 0.0% | 0.0% | 440 | -63 | -23.95% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Added to | 207 | 10 | 0.01% | 0.01% | 442 | +8 | 4.02% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Added to | 206 | 10 | 0.0% | 0.0% | 441 | +6 | 3.0% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | No change | 211 | 10 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 215 | 10 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sachetta, LLC | History | Added to | 181 | 9 | 0.0% | 0.0% | 445 | +159 | 722.73% | Q1 2026 | May 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 184 | 9 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 176 | 8 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 200 | 8 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 121 | 6 | 0.0% | 0.0% | 450 | +96 | 384.0% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | Reduced | 128 | 6 | 0.0% | 0.0% | 449 | -17 | -11.72% | Q1 2026 | Apr 28, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 132 | 6 | 0.01% | 0.01% | 448 | +2 | 1.54% | Q1 2026 | Apr 24, 2026 |
| Napier Financial, LLC | History | New | 112 | 5 | 0.0% | — | 454 | +112 | New | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 253 | 5 | 0.0% | 0.0% | 453 | +3 | 1.2% | Q1 2026 | Apr 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 115 | 5 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 83 | 4 | 0.0% | 0.0% | 456 | -497 | -85.69% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 96 | 4 | 0.0% | 0.0% | 455 | +19 | 24.68% | Q1 2026 | May 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 71 | 4 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 70 | 3 | 0.0% | 0.01% | 464 | -317 | -81.91% | Q1 2026 | May 13, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 74 | 3 | 0.0% | 0.0% | 461 | -67 | -47.52% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 69 | 3 | 0.0% | 0.0% | 463 | +18 | 35.29% | Q1 2026 | May 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 77 | 3 | 0.0% | 0.0% | 468 | -13 | -14.44% | Q1 2026 | Apr 14, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 76 | 3 | 0.0% | 0.0% | 469 | +1 | 1.33% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 66 | 3 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 69 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 75 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Missouri Trust & Investment Co | History | No change | 75 | 3 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| City State Bank | History | No change | 75 | 3 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kingdom Financial Group LLC. | History | No change | 70 | 3 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 59 | 2 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | No change | 30 | 2 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Boreal Capital Management LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 475 | -285 | -93.44% | Q1 2026 | May 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 32 | 1 | 0.0% | — | 486 | +32 | New | Q1 2026 | Apr 06, 2026 |
| Dunhill Financial, LLC | History | Added to | 27 | 1 | 0.0% | — | 481 | +23 | 575.0% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | New | 20 | 1 | 0.0% | — | 485 | +20 | New | Q1 2026 | Apr 17, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 20 | 1 | 0.0% | — | 487 | +20 | New | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 39 | 1 | 0.0% | 0.0% | 478 | +13 | 50.0% | Q1 2026 | Apr 24, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 483 | -3 | -7.89% | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | Added to | 18 | 1 | 0.0% | 0.0% | 477 | +1 | 5.88% | Q1 2026 | Apr 06, 2026 |
| Archer Investment Corp | History | Added to | 29 | 1 | 0.0% | 0.0% | 480 | +1 | 3.57% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 29 | 1 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| APG Asset Management US Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -287,278 | -100.0% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -210,843 | -100.0% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -201,532 | -100.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -152,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -88,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Cutler Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -81,995 | -100.0% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -69,544 | -100.0% | Q1 2026 | May 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,142 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.1% | — | -42,775 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.27% | — | -34,481 | -100.0% | Q1 2026 | May 12, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -29,435 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -29,077 | -100.0% | Q1 2026 | May 14, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | Closed out | 0 | 0 | — | 0.23% | — | -18,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,678 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -15,618 | -100.0% | Q1 2026 | May 13, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.02% | — | -14,032 | -100.0% | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -13,612 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,161 | -100.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,956 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,883 | -100.0% | Q1 2026 | May 20, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,986 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,863 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Advocates, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -5,203 | -100.0% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,019 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,608 | -100.0% | Q1 2026 | May 05, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,548 | -100.0% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,485 | -100.0% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,378 | -100.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,219 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -3,823 | -100.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,090 | -100.0% | Q1 2026 | Apr 14, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 19 | 0 | — | 0.02% | — | -688 | -97.31% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -478 | -100.0% | Q1 2026 | May 06, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -462 | -100.0% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 03, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q1 2026 | May 11, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | May 04, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 06, 2026 |
| Bare Financial Services, Inc | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 19, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | Apr 29, 2026 |
| Manchester Capital Management LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cromwell Holdings LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Perspectives, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |