ERICSSON LM TELEPHONE CO - ERIC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 82,262,127 | 927,094 | 2.86% | 2.66% | 1 | -9,870,478 | -10.71% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 64,816,105 | 730,418 | 1.04% | 1.07% | 2 | -2,427,419 | -3.61% | Q1 2026 | May 13, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 37,504,013 | 422,670 | 0.33% | 0.19% | 3 | +10,874,714 | 40.84% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 13,706,469 | 154,471 | 0.08% | 0.09% | 4 | -3,097,925 | -18.44% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 9,241,575 | 104,152 | 0.01% | 0.0% | 5 | +2,159,562 | 30.49% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 9,079,400 | 102,324 | 0.16% | 0.15% | 6 | -723,936 | -7.38% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,455,688 | 84,025 | 0.01% | 0.01% | 7 | +109,748 | 1.49% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,767,634 | 76,271 | 0.01% | 0.0% | 8 | +2,297,711 | 51.4% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 5,334,945 | 60,124 | 0.06% | 0.05% | 9 | +382,035 | 7.71% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 4,961,507 | 55,916 | 0.0% | 0.0% | 10 | +884,937 | 21.71% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,970,456 | 44,743 | 0.01% | 0.0% | 11 | +3,238,472 | 442.42% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 3,898,875 | 43,940 | 0.07% | 0.04% | 12 | +1,318,114 | 51.07% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 3,102,008 | 34,959 | 0.05% | 0.04% | 13 | +43,276 | 1.41% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 2,858,454 | 32,214 | 0.01% | 0.0% | 14 | +2,814,390 | 6387.05% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,667,279 | 30,060 | 0.0% | 0.0% | 15 | +92,787 | 3.6% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,640,351 | 29,745 | 0.04% | 0.04% | 16 | +22,237 | 0.85% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,372,061 | 26,733 | 0.01% | 0.01% | 17 | +491,701 | 26.15% | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 2,333,866 | 26,302 | 3.49% | 3.97% | 18 | -2,055,143 | -46.82% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,014,891 | 22,707 | 0.0% | 0.0% | 19 | +100,470 | 5.25% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 1,983,261 | 22,351 | 0.0% | — | 20 | +1,983,261 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,920,220 | 21,204 | 0.02% | 0.02% | 21 | +16,922 | 0.89% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,418,076 | 15,981 | 0.05% | 0.03% | 22 | +295,185 | 26.29% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,399,517 | 15,773 | 0.01% | 0.01% | 23 | +147,080 | 11.74% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,348,009 | 15,192 | 0.0% | 0.01% | 24 | -3,915,121 | -74.39% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Added to | 1,339,481 | 15,095 | 0.04% | 0.03% | 25 | +312,890 | 30.48% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 1,291,573 | 14,556 | 0.01% | — | 26 | +1,291,573 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,507,000 | 14,542 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,174,700 | 13,238 | 0.0% | 0.0% | 28 | +378,715 | 47.58% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,135,157 | 12,793 | 0.0% | 0.0% | 29 | +20,362 | 1.83% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,111,485 | 12,526 | 0.02% | 0.03% | 30 | -1,013,578 | -47.7% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 1,105,342 | 12,457 | 0.02% | 0.02% | 31 | -15,802 | -1.41% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,025,496 | 11,557 | 0.01% | — | 32 | +1,025,496 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 984,962 | 11,100 | 0.06% | 0.05% | 33 | +70,771 | 7.74% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 978,084 | 11,023 | 0.0% | 0.0% | 34 | +26,941 | 2.83% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 964,360 | 10,868 | 0.01% | 0.01% | 35 | -596,674 | -38.22% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 951,260 | 10,822 | 0.01% | 0.0% | 36 | +385,500 | 68.14% | Q1 2026 | Apr 30, 2026 |
| Penserra Capital Management LLC | History | Reduced | 939,092 | 10,583 | 0.12% | 0.16% | 37 | -468,446 | -33.28% | Q1 2026 | May 11, 2026 |
| Defiance ETFs, LLC | History | Reduced | 939,092 | 10,583 | 0.15% | 0.45% | 38 | -468,446 | -33.28% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 883,900 | 9,961 | 0.01% | — | 39 | +883,900 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 877,067 | 9,884 | 0.01% | 0.01% | 40 | -55,263 | -5.93% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 822,343 | 9,267 | 0.0% | 0.01% | 41 | -823,329 | -50.03% | Q1 2026 | May 12, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 811,438 | 9,144 | 0.97% | 0.83% | 42 | +16,480 | 2.07% | Q1 2026 | May 06, 2026 |
| PEAK6 LLC | History | Added to | 808,700 | 9,114 | 0.02% | 0.01% | 43 | +149,900 | 22.75% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 797,447 | 8,987 | 0.0% | 0.0% | 44 | +42,348 | 5.61% | Q1 2026 | May 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 677,138 | 7,631 | 0.03% | 0.01% | 45 | +151,765 | 28.89% | Q1 2026 | May 14, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 670,000 | 7,550 | 1.89% | 2.5% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Drum Hill Capital, LLC | History | Reduced | 666,951 | 7,516 | 6.9% | 6.79% | 47 | -10,608 | -1.57% | Q1 2026 | Apr 20, 2026 |
| Optiver Holding B.V. | History | Reduced | 664,039 | 7,483 | 0.0% | 0.02% | 48 | -4,105,723 | -86.08% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 661,986 | 7,460 | 0.0% | 0.02% | 49 | -3,068,023 | -82.25% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 639,045 | 7,202 | 0.0% | 0.0% | 50 | +19,334 | 3.12% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 636,954 | 7,178 | 0.01% | 0.01% | 51 | -19,382 | -2.95% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 583,012 | 6,570 | 0.07% | 0.1% | 52 | -154,327 | -20.93% | Q1 2026 | May 15, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 528,102 | 5,951 | 0.6% | 0.31% | 53 | +204,798 | 63.35% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 507,612 | 5,720 | 0.0% | 0.0% | 54 | +77,453 | 18.01% | Q1 2026 | May 15, 2026 |
| Amundi | History | Reduced | 503,877 | 5,678 | 0.0% | 0.0% | 55 | -38,059 | -7.02% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 445,351 | 5,019 | 0.09% | 0.07% | 56 | +65,651 | 17.29% | Q1 2026 | Apr 20, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 435,122 | 4,903 | 0.01% | 0.01% | 57 | +199,788 | 84.9% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 420,445 | 4,738 | 0.0% | 0.0% | 58 | -145,597 | -25.72% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 404,240 | 4,555 | 0.51% | 0.43% | 59 | -23 | -0.01% | Q1 2026 | May 08, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 368,811 | 4,156 | 0.02% | 0.02% | 60 | -78,235 | -17.5% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 364,121 | 4,103 | 0.0% | 0.0% | 61 | +361,231 | 12499.34% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 359,627 | 4,052 | 0.04% | 0.03% | 62 | +59,560 | 19.85% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 359,012 | 4,046 | 0.01% | 0.0% | 63 | +90,087 | 33.5% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 365,049 | 4,026 | 0.0% | 0.0% | 64 | -57,111 | -13.53% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 349,970 | 3,944 | 0.0% | 0.0% | 65 | +136,276 | 63.77% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 327,764 | 3,693 | 0.01% | 0.01% | 66 | +120,631 | 58.24% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 320,911 | 3,616 | 0.0% | 0.0% | 67 | +92,578 | 40.55% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 310,929 | 3,504 | 0.06% | 0.05% | 68 | +2,721 | 0.88% | Q1 2026 | Apr 16, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 304,545 | 3,432 | 1.04% | 1.0% | 69 | +710 | 0.23% | Q1 2026 | Apr 21, 2026 |
| Man Group plc | History | Added to | 282,376 | 3,182 | 0.01% | 0.0% | 70 | +66,769 | 30.97% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 275,087 | 3,100 | 0.04% | 0.04% | 71 | -2,954 | -1.06% | Q1 2026 | Apr 30, 2026 |
| Ethic Inc. | History | Reduced | 271,337 | 3,057 | 0.05% | 0.04% | 72 | -6,641 | -2.39% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 270,640 | 3,050 | 0.0% | 0.0% | 73 | +24,418 | 9.92% | Q1 2026 | May 15, 2026 |
| DV EQUITIES, LLC | History | No change | 311,633 | 3,007 | 0.54% | 0.54% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 265,035 | 2,986 | 0.0% | 0.0% | 75 | +8,014 | 3.12% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 262,238 | 2,955 | 0.01% | 0.01% | 76 | -48,860 | -15.71% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | New | 260,820 | 2,939 | 0.53% | — | 77 | +260,820 | New | Q1 2026 | May 13, 2026 |
| Henry James International Management Inc. | History | Added to | 231,674 | 2,610 | 0.94% | 0.7% | 78 | +3 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 228,213 | 2,572 | 0.0% | — | 79 | +228,213 | New | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 226,431 | 2,551 | 0.04% | 0.03% | 80 | -6,391 | -2.75% | Q1 2026 | May 11, 2026 |
| denkapparat Operations GmbH | History | New | 222,462 | 2,507 | 1.04% | — | 81 | +222,462 | New | Q1 2026 | May 11, 2026 |
| SALT Holding Corp. | History | No change | 200,000 | 2,254 | 1.36% | 1.5% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 181,977 | 2,050 | 0.05% | 0.03% | 83 | +118,482 | 186.6% | Q1 2026 | Apr 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 176,543 | 1,989 | 0.02% | 0.02% | 84 | -26,184 | -12.92% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 169,100 | 1,905 | 0.0% | — | 85 | +169,100 | New | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 164,454 | 1,853 | 0.03% | 0.43% | 86 | -1,790,468 | -91.59% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 163,842 | 1,846 | 0.02% | 0.01% | 87 | +23,454 | 16.71% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Added to | 163,049 | 1,837 | 0.0% | 0.0% | 88 | +6,862 | 4.39% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 163,089 | 1,836 | 0.0% | 0.0% | 89 | +23,967 | 17.23% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 162,000 | 1,825 | 0.0% | 0.0% | 90 | -97,556 | -37.59% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 160,581 | 1,809 | 0.0% | 0.0% | 91 | +12,534 | 8.47% | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 151,108 | 1,702 | 0.09% | 0.01% | 92 | +136,582 | 940.26% | Q1 2026 | Apr 16, 2026 |
| Engineers Gate Manager LP | History | Reduced | 146,726 | 1,653 | 0.02% | 0.02% | 93 | -9,391 | -6.02% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 142,400 | 1,605 | 0.0% | 0.0% | 94 | +103,200 | 263.27% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 141,721 | 1,597 | 0.05% | 0.04% | 95 | +50,250 | 54.94% | Q1 2026 | Apr 29, 2026 |
| Callan Family Office, LLC | History | Added to | 140,583 | 1,584 | 0.04% | 0.03% | 96 | +14,947 | 11.9% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 137,227 | 1,546 | 0.0% | 0.0% | 97 | +13,000 | 10.46% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 136,422 | 1,537 | 0.0% | 0.0% | 98 | +57,539 | 72.94% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 133,376 | 1,503 | 0.0% | 0.0% | 99 | -3,164 | -2.32% | Q1 2026 | May 06, 2026 |
| Caprock Group, LLC | History | Reduced | 129,562 | 1,460 | 0.04% | 0.03% | 100 | -7,316 | -5.34% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 119,298 | 1,344 | 0.0% | 0.0% | 101 | -891 | -0.74% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 119,045 | 1,341 | 0.07% | 0.06% | 102 | +3,732 | 3.24% | Q1 2026 | May 13, 2026 |
| XY Capital Ltd | History | Added to | 117,616 | 1,325 | 1.31% | 0.44% | 103 | +45,327 | 62.7% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 116,906 | 1,317 | 0.01% | — | 104 | +116,906 | New | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | New | 110,606 | 1,246 | 0.01% | — | 106 | +110,606 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 110,581 | 1,246 | 0.0% | 0.0% | 105 | +18,241 | 19.75% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 101,977 | 1,149 | 0.28% | 0.2% | 107 | +17,669 | 20.96% | Q1 2026 | Apr 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 98,040 | 1,104 | 0.03% | 0.03% | 108 | -20,068 | -16.99% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 90,363 | 1,018 | 0.0% | 0.0% | 109 | +4,577 | 5.34% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 90,282 | 1,017 | 0.0% | 0.0% | 110 | +8,948 | 11.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 89,565 | 1,009 | 0.0% | 0.0% | 111 | +5,781 | 6.9% | Q1 2026 | May 14, 2026 |
| O'Neil Global Advisors, Inc. | History | New | 88,096 | 992 | 6.87% | — | 112 | +88,096 | New | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 85,180 | 959 | 0.0% | 0.0% | 113 | +17,866 | 26.54% | Q1 2026 | May 08, 2026 |
| Qtron Investments LLC | History | Added to | 78,390 | 883 | 0.12% | 0.09% | 114 | +5,629 | 7.74% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 76,159 | 858 | 0.0% | 0.0% | 115 | -12,599 | -14.19% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 87,242 | 841 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Walleye Trading LLC | History | Added to | 74,132 | 835 | 0.0% | 0.0% | 117 | +9,526 | 14.74% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 74,153 | 835 | 0.0% | 0.0% | 118 | -1,727 | -2.28% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 73,446 | 827 | 0.0% | 0.0% | 119 | +26,771 | 57.36% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 72,371 | 815 | 0.02% | 0.02% | 120 | -110 | -0.15% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 72,240 | 814 | 0.01% | 0.0% | 121 | +2,391 | 3.42% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 72,129 | 813 | 0.01% | 0.01% | 122 | +8,003 | 12.48% | Q1 2026 | May 01, 2026 |
| Michels Family Financial, LLC | History | Reduced | 70,774 | 797 | 0.57% | 0.51% | 123 | -762 | -1.07% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | New | 70,517 | 794 | 0.0% | — | 124 | +70,517 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 70,116 | 790 | 0.02% | 0.15% | 125 | -563,302 | -88.93% | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 68,807 | 775 | 0.02% | 0.01% | 126 | -9,500 | -12.13% | Q1 2026 | May 15, 2026 |
| Vest Financial, LLC | History | Reduced | 68,750 | 774 | 0.01% | 0.01% | 127 | -26,967 | -28.17% | Q1 2026 | Apr 23, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 66,235 | 746 | 0.12% | 0.08% | 128 | +13,374 | 25.3% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 64,853 | 730 | 0.0% | 0.0% | 129 | +7,619 | 13.31% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 61,891 | 698 | 0.0% | 0.0% | 130 | +160 | 0.26% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 61,525 | 693 | 0.07% | 0.06% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 58,757 | 662 | 0.01% | 0.01% | 132 | -20,647 | -26.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 57,731 | 650 | 0.0% | 0.0% | 133 | +47,029 | 439.44% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 57,326 | 646 | 0.02% | 0.01% | 135 | +11,729 | 25.72% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 57,320 | 646 | 0.0% | 0.0% | 134 | +11,377 | 24.76% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 57,272 | 645 | 0.0% | 0.0% | 136 | +14,040 | 32.48% | Q1 2026 | May 14, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 64,667 | 624 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 55,228 | 622 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Invesco Ltd. | History | Added to | 55,170 | 621 | 0.0% | 0.0% | 139 | +7,151 | 14.89% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 54,372 | 612 | 0.07% | — | 140 | +54,372 | New | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 53,905 | 607 | 0.01% | 0.01% | 141 | +5,816 | 12.09% | Q1 2026 | May 04, 2026 |
| INTRUST BANK NA | History | Added to | 53,224 | 599 | 0.05% | 0.04% | 142 | +4,855 | 10.04% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 50,706 | 571 | 0.0% | 0.0% | 143 | +1,867 | 3.82% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Added to | 50,139 | 565 | 0.0% | 0.0% | 144 | +24,424 | 94.98% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 49,204 | 554 | 0.0% | 0.01% | 145 | -337,396 | -87.27% | Q1 2026 | May 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 48,695 | 548 | 0.02% | 0.02% | 146 | -7,579 | -13.47% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Reduced | 49,607 | 543 | 0.0% | 0.0% | 147 | -742 | -1.47% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 48,026 | 541 | 0.0% | 0.0% | 148 | +11,222 | 30.49% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 47,718 | 537 | 0.01% | 0.01% | 149 | +1,078 | 2.31% | Q1 2026 | May 08, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 45,216 | 509 | 0.01% | 0.01% | 150 | -11,893 | -20.83% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 52,411 | 505 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 44,048 | 496 | 0.03% | 0.02% | 152 | +1,146 | 2.67% | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 43,962 | 495 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisors Preferred, LLC | History | New | 43,709 | 492 | 0.07% | — | 154 | +43,709 | New | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 43,281 | 487 | 0.0% | 0.0% | 155 | -10,191 | -19.06% | Q1 2026 | May 14, 2026 |
| First Affirmative Financial Network | History | New | 43,020 | 484 | 0.19% | — | 156 | +43,020 | New | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | New | 42,813 | 482 | 0.0% | — | 157 | +42,813 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 43,263 | 481 | 0.0% | 0.0% | 158 | +24,984 | 136.68% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 42,664 | 481 | 0.0% | 0.0% | 159 | +4,658 | 12.26% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 41,298 | 467 | 0.0% | 0.0% | 160 | +11,109 | 36.8% | Q1 2026 | May 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 41,483 | 467 | 0.03% | 0.02% | 161 | +7,990 | 23.86% | Q1 2026 | Apr 21, 2026 |
| Verition Fund Management LLC | History | Reduced | 40,699 | 458 | 0.0% | 0.03% | 162 | -857,423 | -95.47% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 39,697 | 452 | 0.0% | 0.0% | 163 | +39,180 | 7578.34% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 40,050 | 451 | 0.05% | 0.05% | 164 | -4,400 | -9.9% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 39,180 | 441 | 0.0% | 0.0% | 165 | +17,113 | 77.55% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 38,994 | 439 | 0.01% | 0.01% | 166 | -4,388 | -10.11% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 38,549 | 434 | 0.04% | 0.04% | 167 | +5,939 | 18.21% | Q1 2026 | Apr 06, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 37,617 | 423 | 0.11% | — | 168 | +37,617 | New | Q1 2026 | May 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 37,495 | 422 | 0.0% | 0.0% | 169 | +37,389 | 35272.64% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | Reduced | 37,193 | 419 | 0.01% | 0.02% | 170 | -36,707 | -49.67% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 37,037 | 417 | 0.01% | 0.01% | 171 | +5,302 | 16.71% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 36,786 | 414 | 0.0% | 0.0% | 172 | +2,854 | 8.41% | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | New | 36,305 | 409 | 0.04% | — | 173 | +36,305 | New | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 36,217 | 408 | 0.0% | 0.0% | 174 | +2,617 | 7.79% | Q1 2026 | Apr 15, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 36,101 | 406 | 0.02% | 0.02% | 175 | -643 | -1.75% | Q1 2026 | Apr 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 34,669 | 402 | 0.01% | 0.01% | 176 | -26,835 | -43.63% | Q1 2026 | Apr 08, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 35,092 | 395 | 0.08% | 0.03% | 177 | +21,776 | 163.53% | Q1 2026 | May 12, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 34,870 | 392 | 0.03% | 0.02% | 178 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 34,468 | 388 | 0.0% | 0.0% | 179 | +22,801 | 195.43% | Q1 2026 | Apr 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 33,662 | 384 | 0.0% | 0.0% | 180 | +7,009 | 26.3% | Q1 2026 | May 05, 2026 |
| Net Worth Advisory Group | History | Reduced | 33,695 | 379 | 0.08% | 0.08% | 181 | -4,780 | -12.42% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 32,064 | 361 | 0.0% | 0.0% | 182 | +10,175 | 46.48% | Q1 2026 | Apr 23, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 31,948 | 360 | 0.11% | 0.08% | 183 | +3,510 | 12.34% | Q1 2026 | May 12, 2026 |
| Naviter Wealth, LLC | History | Reduced | 30,162 | 339 | 0.04% | 0.04% | 184 | -2,365 | -7.27% | Q1 2026 | Apr 10, 2026 |
| DGS Capital Management, LLC | History | Added to | 30,078 | 338 | 0.06% | 0.03% | 185 | +9,806 | 48.37% | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 29,219 | 329 | 0.01% | 0.0% | 186 | +11,258 | 62.68% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 28,194 | 317 | 0.0% | 0.0% | 187 | -1,335,429 | -97.93% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 27,788 | 313 | 0.0% | 0.0% | 188 | +7,378 | 36.15% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | Added to | 27,630 | 311 | 0.02% | 0.01% | 189 | +6,514 | 30.85% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 27,391 | 308 | 0.0% | 0.0% | 190 | -3,893 | -12.44% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | New | 26,548 | 299 | 0.0% | — | 191 | +26,548 | New | Q1 2026 | May 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 25,406 | 286 | 0.02% | 0.16% | 192 | -330,451 | -92.86% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,192 | 283 | 0.0% | 0.0% | 193 | +3,472 | 15.99% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 24,757 | 279 | 0.0% | 0.0% | 195 | -12,600 | -33.73% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Reduced | 24,830 | 279 | 0.01% | 0.01% | 194 | -3,890 | -13.54% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,684 | 278 | 0.0% | 0.0% | 196 | +6,459 | 35.44% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 58,337 | 275 | 0.0% | 0.0% | 197 | +38,902 | 200.16% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 23,574 | 265 | 0.0% | — | 199 | +23,574 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 23,583 | 265 | 0.0% | 0.0% | 198 | +5,027 | 27.09% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 23,117 | 260 | 0.01% | 0.01% | 200 | -1,669 | -6.73% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,222 | 250 | 0.0% | 0.0% | 201 | +6,751 | 43.64% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,189 | 250 | 0.0% | 0.0% | 202 | -3,923 | -15.02% | Q1 2026 | Apr 27, 2026 |
| Alhambra Investment Management LLC | History | Added to | 22,256 | 250 | 0.12% | 0.09% | 203 | +1,126 | 5.33% | Q1 2026 | Apr 15, 2026 |
| Five Oceans Advisors | History | No change | 21,739 | 244 | 0.09% | 0.07% | 204 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 21,084 | 237 | 0.02% | 0.03% | 205 | -2,218 | -9.52% | Q1 2026 | May 15, 2026 |
| Transmarket Holdings LP | History | Reduced | 20,414 | 230 | 0.12% | 0.85% | 206 | -100,886 | -83.17% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 19,632 | 221 | 0.0% | 0.0% | 207 | -10,696 | -35.27% | Q1 2026 | Apr 29, 2026 |
| GAMMA Investing LLC | History | Added to | 19,640 | 221 | 0.01% | 0.01% | 208 | +772 | 4.09% | Q1 2026 | Apr 06, 2026 |
| Stirlingshire Investments, Inc. | History | New | 19,586 | 220 | 0.19% | — | 209 | +19,586 | New | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | New | 19,333 | 217 | 0.02% | — | 210 | +19,333 | New | Q1 2026 | May 12, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 19,201 | 216 | 0.06% | 0.05% | 211 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Family Manage LLC | History | Added to | 18,948 | 213 | 0.03% | 0.02% | 212 | +2,069 | 12.26% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | No change | 18,752 | 211 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westover Capital Advisors, LLC | History | New | 18,700 | 210 | 0.04% | — | 214 | +18,700 | New | Q1 2026 | May 05, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 18,516 | 208 | 0.19% | 0.16% | 215 | +98 | 0.53% | Q1 2026 | Apr 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 18,371 | 207 | 0.0% | — | 216 | +18,371 | New | Q1 2026 | May 11, 2026 |
| Frec Markets, Inc. | History | Added to | 18,285 | 206 | 0.04% | 0.04% | 217 | +2,394 | 15.07% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 18,469 | 204 | 0.02% | 0.02% | 218 | +4 | 0.02% | Q1 2026 | Apr 29, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 18,090 | 203 | 0.0% | 0.0% | 219 | +6,599 | 57.43% | Q1 2026 | Apr 10, 2026 |
| RFG Advisory, LLC | History | Reduced | 17,753 | 200 | 0.0% | 0.0% | 220 | -172 | -0.96% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Added to | 17,687 | 199 | 0.0% | 0.0% | 221 | +4,532 | 34.45% | Q1 2026 | May 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 17,436 | 197 | 0.01% | — | 222 | +17,436 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 17,324 | 195 | 0.0% | 0.0% | 223 | +1,558 | 9.88% | Q1 2026 | May 13, 2026 |
| HF Advisory Group, LLC | History | Added to | 17,280 | 194 | 0.07% | 0.05% | 224 | +3,368 | 24.21% | Q1 2026 | Apr 21, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 17,144 | 193 | 0.01% | 0.01% | 225 | +349 | 2.08% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 16,955 | 191 | 0.01% | 0.01% | 226 | -66 | -0.39% | Q1 2026 | May 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 16,631 | 187 | 0.03% | — | 227 | +16,631 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 16,447 | 185 | 0.0% | 0.0% | 228 | +3,754 | 29.58% | Q1 2026 | May 13, 2026 |
| Waterloo Capital, L.P. | History | New | 16,309 | 183 | 0.01% | — | 230 | +16,309 | New | Q1 2026 | May 12, 2026 |
| May Hill Capital, LLC | History | Added to | 16,260 | 183 | 0.05% | 0.04% | 229 | +2,025 | 14.23% | Q1 2026 | May 06, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 16,216 | 182 | 0.0% | 0.0% | 232 | -5,628 | -25.76% | Q1 2026 | May 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 22,100 | 182 | 0.08% | 0.1% | 231 | -700 | -3.07% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 15,442 | 174 | 0.0% | 0.0% | 233 | +2,994 | 24.05% | Q1 2026 | May 15, 2026 |
| Hedges Asset Management LLC | History | No change | 18,000 | 173 | 0.12% | 0.12% | 234 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ascent Group, LLC | History | Reduced | 15,302 | 172 | 0.01% | 0.01% | 235 | -169 | -1.09% | Q1 2026 | May 15, 2026 |
| Blueshift Asset Management, LLC | History | New | 15,143 | 170 | 0.05% | — | 236 | +15,143 | New | Q1 2026 | May 14, 2026 |
| RHS Financial, LLC | History | Added to | 14,382 | 162 | 0.08% | 0.06% | 237 | +2,462 | 20.65% | Q1 2026 | Apr 28, 2026 |
| Retirement Solution LLC | History | Added to | 14,377 | 162 | 0.04% | 0.03% | 238 | +320 | 2.28% | Q1 2026 | May 11, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 14,027 | 158 | 0.01% | 0.01% | 240 | -2,297 | -14.07% | Q1 2026 | Apr 21, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 16,448 | 158 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | New | 13,854 | 156 | 0.0% | — | 241 | +13,854 | New | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,179 | 148 | 0.0% | 0.0% | 242 | +2,025 | 18.15% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 12,788 | 144 | 0.0% | 0.0% | 243 | +2,779 | 27.77% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 12,619 | 142 | 0.0% | 0.0% | 244 | -9,328 | -42.5% | Q1 2026 | May 15, 2026 |
| Baron Wealth Management LLC | History | Added to | 12,673 | 142 | 0.04% | 0.04% | 245 | +118 | 0.94% | Q1 2026 | Apr 16, 2026 |
| Williams & Novak, LLC | History | Added to | 12,283 | 140 | 0.1% | 0.08% | 246 | +1,183 | 10.66% | Q1 2026 | Apr 20, 2026 |
| R Squared Ltd | History | Reduced | 12,079 | 136 | 0.07% | 0.13% | 247 | -16,800 | -58.17% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 12,021 | 135 | 0.0% | 0.0% | 248 | +1,726 | 16.77% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | New | 11,943 | 134 | 0.0% | — | 250 | +11,943 | New | Q1 2026 | Apr 30, 2026 |
| Resonant Capital Advisors, LLC | History | New | 11,918 | 134 | 0.01% | — | 249 | +11,918 | New | Q1 2026 | Apr 29, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 11,687 | 131 | 0.02% | 0.02% | 251 | +353 | 3.11% | Q1 2026 | Apr 28, 2026 |
| LCM Capital Management Inc | History | Added to | 11,675 | 131 | 0.07% | 0.05% | 252 | +207 | 1.81% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 11,577 | 130 | 0.01% | 0.01% | 253 | +34 | 0.29% | Q1 2026 | Apr 30, 2026 |
| 626 Financial, LLC | History | No change | 11,460 | 129 | 0.06% | 0.05% | 254 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,430 | 128 | 0.0% | 0.0% | 255 | +198 | 1.76% | Q1 2026 | May 13, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 11,442 | 128 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | New | 11,148 | 127 | 0.0% | — | 257 | +11,148 | New | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | New | 11,253 | 126 | 0.0% | — | 258 | +11,253 | New | Q1 2026 | May 05, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 11,172 | 125 | 0.08% | 0.07% | 259 | -680 | -5.74% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 11,238 | 123 | 0.0% | 0.0% | 261 | -401 | -3.45% | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Added to | 10,936 | 123 | 0.02% | 0.01% | 260 | +323 | 3.04% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 10,591 | 121 | 0.0% | 0.0% | 262 | -809 | -7.1% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 10,685 | 120 | 0.0% | — | 264 | +10,685 | New | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 10,681 | 120 | 0.0% | 0.0% | 263 | -69 | -0.64% | Q1 2026 | Apr 21, 2026 |
| HB Wealth Management, LLC | History | New | 10,365 | 116 | 0.0% | — | 265 | +10,365 | New | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,233 | 115 | 0.0% | 0.0% | 266 | -643 | -5.91% | Q1 2026 | May 14, 2026 |
| Cromwell Holdings LLC | History | No change | 10,276 | 115 | 0.06% | 0.05% | 267 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 10,000 | 112 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,382 | 105 | 0.0% | 0.0% | 269 | +2,647 | 39.3% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | New | 9,197 | 103 | 0.0% | — | 271 | +9,197 | New | Q1 2026 | Apr 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 9,174 | 103 | 0.0% | — | 270 | +9,174 | New | Q1 2026 | May 07, 2026 |
| Leonteq Securities AG | History | Reduced | 9,089 | 102 | 0.0% | 0.0% | 272 | -2,286 | -20.1% | Q1 2026 | Apr 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 8,696 | 98 | 0.0% | 0.0% | 273 | +171 | 2.01% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,458 | 96 | 0.0% | 0.0% | 274 | +1,663 | 24.47% | Q1 2026 | Apr 07, 2026 |
| GeoWealth Management, LLC | History | New | 8,113 | 91 | 0.0% | — | 275 | +8,113 | New | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 7,499 | 84 | 0.05% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Grove Bank & Trust | History | Reduced | 6,573 | 74 | 0.01% | 0.01% | 277 | -17 | -0.26% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Added to | 5,974 | 67 | 0.0% | 0.0% | 278 | +23 | 0.39% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,363 | 60 | 0.0% | 0.0% | 279 | +4,957 | 1220.94% | Q1 2026 | May 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 4,969 | 56 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 4,859 | 54 | 0.0% | — | 282 | +4,859 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,814 | 54 | 0.01% | 0.0% | 281 | +277 | 6.11% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,771 | 53 | 0.0% | 0.0% | 283 | -151 | -3.07% | Q1 2026 | May 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,569 | 51 | 0.02% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | No change | 4,603 | 51 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 4,350 | 49 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,232 | 47 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bayforest Capital Ltd | History | Reduced | 3,871 | 43 | 0.05% | 0.52% | 289 | -68,325 | -94.64% | Q1 2026 | Apr 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,872 | 43 | 0.0% | 0.0% | 288 | +274 | 7.62% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,621 | 40 | 0.0% | 0.0% | 290 | +3,500 | 2892.56% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,347 | 37 | 0.01% | — | 291 | +3,347 | New | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 3,284 | 37 | 0.03% | — | 292 | +3,284 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,206 | 36 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,986 | 33 | 0.0% | 0.0% | 294 | -820 | -21.54% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 2,830 | 31 | 0.0% | 0.0% | 295 | -8,321 | -74.62% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,741 | 30 | 0.01% | 0.0% | 297 | +2,469 | 907.72% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 2,701 | 30 | 0.01% | 0.01% | 296 | +31 | 1.16% | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,603 | 29 | 0.02% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,651 | 29 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 2,511 | 28 | 0.01% | — | 300 | +2,511 | New | Q1 2026 | May 13, 2026 |