ESAB Corp - ESAB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | History | Added to | 8,157,140 | 788,470 | 0.54% | 0.45% | 1 | +4,377,593 | 115.82% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 6,656,176 | 643,387 | 0.07% | 0.07% | 2 | +803,484 | 13.73% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 5,406,425 | 604,005 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 5,183,313 | 501,019 | 0.01% | 0.01% | 4 | +144,273 | 2.86% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,595,136 | 250,845 | 0.01% | — | 5 | +2,595,136 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,489,633 | 240,647 | 0.01% | — | 6 | +2,489,633 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 1,739,059 | 168,097 | 0.01% | 0.01% | 7 | +40,409 | 2.38% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,691,423 | 163,492 | 0.12% | 0.14% | 8 | +57,076 | 3.49% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,514,169 | 138,304 | 0.01% | 0.01% | 9 | +89,260 | 6.26% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Added to | 1,394,727 | 134,814 | 0.1% | 0.04% | 10 | +900,000 | 181.92% | Q1 2026 | May 15, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 1,304,834 | 126,125 | 1.6% | 1.72% | 11 | -217,753 | -14.3% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 1,240,062 | 119,864 | 0.01% | 0.01% | 12 | -22,382 | -1.77% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,225,702 | 118,475 | 0.19% | 0.18% | 13 | +171,926 | 16.32% | Q1 2026 | May 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,215,909 | 117,499 | 0.02% | 0.03% | 14 | +34,383 | 2.91% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,078,669 | 104,288 | 0.01% | 0.01% | 15 | -239,600 | -18.18% | Q1 2026 | May 15, 2026 |
| COOKE & BIELER LP | History | Added to | 1,005,176 | 97,160 | 1.1% | 1.09% | 16 | +66,118 | 7.04% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 984,297 | 95,142 | 0.02% | 0.02% | 17 | +175,398 | 21.68% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 902,851 | 87,269 | 0.04% | 0.02% | 18 | +530,780 | 142.66% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 767,028 | 85,692 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Reduced | 818,096 | 79,077 | 0.01% | 0.02% | 20 | -296,465 | -26.6% | Q1 2026 | May 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 813,585 | 78,641 | 0.78% | 1.02% | 21 | -84,424 | -9.4% | Q1 2026 | May 12, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 677,888 | 65,524 | 1.11% | 1.61% | 22 | -281,213 | -29.32% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 674,417 | 65,189 | 0.35% | 0.58% | 23 | -291,345 | -30.17% | Q1 2026 | Apr 15, 2026 |
| Van Berkom & Associates Inc. | History | Reduced | 656,272 | 63,435 | 2.1% | 2.46% | 24 | -106,006 | -13.91% | Q1 2026 | May 07, 2026 |
| Capital Research Global Investors | History | No change | 618,502 | 59,784 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Interval Partners, LP | History | Added to | 569,638 | 55,061 | 1.44% | 0.7% | 26 | +221,819 | 63.77% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 522,268 | 50,482 | 0.01% | 0.01% | 27 | +30,737 | 6.25% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 521,274 | 50,386 | 0.01% | 0.01% | 28 | -42,768 | -7.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 494,448 | 47,793 | 0.01% | 0.01% | 29 | -2,240 | -0.45% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 492,494 | 47,604 | 0.0% | 0.0% | 30 | +154,452 | 45.69% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 452,826 | 43,770 | 0.03% | 0.0% | 31 | +444,295 | 5208.01% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 451,757 | 43,666 | 0.27% | 0.2% | 32 | +97,360 | 27.47% | Q1 2026 | May 07, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 424,420 | 41,024 | 0.03% | 0.04% | 33 | -26,968 | -5.97% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 402,141 | 36,934 | 0.01% | 0.01% | 34 | +13,293 | 3.42% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 370,853 | 35,846 | 0.01% | 0.01% | 35 | +101,496 | 37.68% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 354,413 | 34,257 | 0.01% | — | 36 | +354,413 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 319,603 | 30,892 | 0.03% | 0.03% | 37 | +64,860 | 25.46% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 301,883 | 29,180 | 0.1% | 0.06% | 38 | +96,865 | 47.25% | Q1 2026 | May 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 282,896 | 27,344 | 0.03% | 0.02% | 39 | +132,159 | 87.68% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 241,016 | 23,296 | 0.07% | 0.03% | 40 | +150,451 | 166.12% | Q1 2026 | May 13, 2026 |
| Boston Trust Walden Corp | History | New | 239,607 | 23,160 | 0.19% | — | 41 | +239,607 | New | Q1 2026 | Apr 24, 2026 |
| Boston Partners | History | Added to | 230,199 | 22,290 | 0.02% | 0.0% | 42 | +210,882 | 1091.69% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 233,934 | 21,793 | 0.01% | 0.02% | 43 | -86,613 | -27.02% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 224,086 | 21,660 | 0.01% | 0.02% | 44 | -80,855 | -26.51% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 213,966 | 20,681 | 0.0% | 0.0% | 45 | +62,227 | 41.01% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 203,089 | 19,630 | 0.01% | 0.02% | 46 | +284 | 0.14% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 198,145 | 19,152 | 0.0% | 0.01% | 47 | -373,803 | -65.36% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 177,495 | 17,156 | 0.12% | 0.08% | 48 | +17,256 | 10.77% | Q1 2026 | May 15, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 170,000 | 16,432 | 0.58% | 0.31% | 49 | +90,000 | 112.5% | Q1 2026 | May 04, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 160,152 | 15,480 | 0.02% | 0.02% | 50 | -4,147 | -2.52% | Q1 2026 | May 14, 2026 |
| Front Street Capital Management, Inc. | History | Reduced | 153,526 | 14,840 | 1.97% | 2.46% | 51 | -1,322 | -0.85% | Q1 2026 | May 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 150,985 | 14,594 | 0.0% | 0.0% | 52 | -19,821 | -11.6% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 150,549 | 14,552 | 0.01% | 0.01% | 53 | +3,977 | 2.71% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 133,821 | 12,935 | 0.01% | 0.01% | 54 | +4,673 | 3.62% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 131,087 | 12,670 | 0.02% | 0.01% | 55 | +46,787 | 55.5% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 126,406 | 12,218 | 0.0% | 0.0% | 56 | +560 | 0.44% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 123,620 | 11,949 | 0.04% | 0.03% | 57 | +9,391 | 8.22% | Q1 2026 | May 14, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 119,416 | 11,542 | 0.02% | 0.01% | 58 | +53,551 | 81.3% | Q1 2026 | May 14, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 118,250 | 11,430 | 0.36% | 0.38% | 59 | +3,850 | 3.37% | Q1 2026 | May 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 117,621 | 11,369 | 0.24% | 0.28% | 60 | -1,093 | -0.92% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Added to | 114,100 | 11,028 | 0.01% | 0.01% | 61 | +400 | 0.35% | Q1 2026 | May 07, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | New | 110,000 | 10,632 | 0.18% | — | 62 | +110,000 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 108,719 | 10,508 | 0.0% | 0.0% | 63 | -58,224 | -34.88% | Q1 2026 | Apr 30, 2026 |
| Retirement Systems of Alabama | History | Added to | 104,864 | 10,136 | 0.03% | 0.04% | 64 | +1,473 | 1.42% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 88,974 | 9,940 | 0.0% | 0.02% | 65 | -388,489 | -81.37% | Q1 2026 | May 15, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Reduced | 102,626 | 9,919 | 0.22% | 0.25% | 66 | -3,087 | -2.92% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 95,107 | 9,605 | 0.02% | — | 67 | +95,107 | New | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 98,000 | 9,472 | 0.01% | 0.01% | 68 | +7,737 | 8.57% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 97,482 | 9,422 | 0.01% | 0.0% | 69 | +56,428 | 137.45% | Q1 2026 | May 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 93,267 | 9,015 | 0.01% | 0.01% | 70 | -5,551 | -5.62% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 82,641 | 7,988 | 0.01% | 0.01% | 71 | -1,072 | -1.28% | Q1 2026 | May 08, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 78,468 | 7,584 | 0.47% | 0.55% | 72 | -4,487 | -5.41% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 75,972 | 7,338 | 0.0% | 0.0% | 73 | -9,107 | -10.7% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 67,358 | 6,510 | 0.01% | 0.01% | 74 | +12,481 | 22.74% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 63,544 | 6,143 | 0.0% | 0.0% | 75 | -2,276 | -3.46% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 60,977 | 5,894 | 0.0% | 0.0% | 76 | -11,061 | -15.35% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Added to | 60,418 | 5,840 | 0.1% | 0.06% | 77 | +41,003 | 211.19% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 59,308 | 5,732 | 0.01% | 0.02% | 78 | -21,145 | -26.28% | Q1 2026 | May 15, 2026 |
| Hudson Value Partners, LLC | History | Added to | 54,814 | 5,298 | 1.58% | 1.69% | 79 | +4,748 | 9.48% | Q1 2026 | Apr 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 54,041 | 5,223 | 0.02% | 0.02% | 80 | -105 | -0.19% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 52,006 | 5,026 | 0.06% | 0.06% | 81 | +5,413 | 11.62% | Q1 2026 | Apr 28, 2026 |
| Roubaix Capital, LLC | History | New | 51,928 | 5,019 | 2.34% | — | 82 | +51,928 | New | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 50,393 | 4,870 | 0.0% | 0.0% | 83 | -3,180 | -5.94% | Q1 2026 | May 11, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 49,376 | 4,772 | 0.13% | 0.15% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 46,681 | 4,512 | 0.0% | — | 85 | +46,681 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 44,435 | 4,295 | 0.01% | 0.0% | 86 | +27,514 | 162.6% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 44,123 | 4,264 | 0.01% | 0.01% | 87 | -54,399 | -55.22% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 43,544 | 4,209 | 0.0% | 0.0% | 88 | +1,575 | 3.75% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 42,964 | 4,152 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 42,850 | 4,136 | 0.01% | 0.0% | 90 | +23,841 | 125.42% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 41,523 | 4,013 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 39,797 | 3,846 | 0.01% | 0.02% | 92 | -32,208 | -44.73% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 37,483 | 3,623 | 0.0% | 0.0% | 93 | -1,195 | -3.09% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 37,391 | 3,614 | 0.0% | 0.0% | 94 | -4,422 | -10.58% | Q1 2026 | May 06, 2026 |
| Durable Capital Partners LP | History | New | 34,315 | 3,316 | 0.03% | — | 95 | +34,315 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 33,668 | 3,253 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 33,329 | 3,221 | 0.65% | 0.72% | 97 | -937 | -2.73% | Q1 2026 | Apr 27, 2026 |
| TWINBEECH CAPITAL LP | History | New | 33,118 | 3,201 | 0.33% | — | 98 | +33,118 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 32,646 | 3,155 | 0.0% | — | 99 | +32,646 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 31,856 | 3,079 | 0.01% | 0.01% | 100 | -809 | -2.48% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 30,953 | 2,991 | 0.0% | 0.0% | 101 | -11,070 | -26.34% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 30,399 | 2,938 | 0.01% | 0.0% | 102 | +25,386 | 506.4% | Q1 2026 | May 13, 2026 |
| Defender Capital, LLC. | History | Reduced | 29,687 | 2,869 | 1.02% | 1.29% | 103 | -5,906 | -16.59% | Q1 2026 | Apr 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 28,985 | 2,801 | 0.02% | 0.01% | 104 | -3,630 | -11.13% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 28,648 | 2,769 | 0.01% | 0.0% | 105 | +13,285 | 86.47% | Q1 2026 | May 15, 2026 |
| NICHOLAS COMPANY, INC. | History | New | 28,230 | 2,728 | 0.05% | — | 106 | +28,230 | New | Q1 2026 | May 04, 2026 |
| MetLife Investment Management, LLC | History | Added to | 28,070 | 2,713 | 0.01% | 0.02% | 107 | +188 | 0.67% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 27,512 | 2,659 | 0.02% | 0.02% | 108 | +1,530 | 5.89% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 26,595 | 2,570 | 0.0% | 0.0% | 109 | +4,032 | 17.87% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 26,452 | 2,556 | 0.0% | 0.01% | 110 | -37,016 | -58.32% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 25,821 | 2,495 | 0.02% | 0.02% | 111 | -896 | -3.35% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Added to | 25,666 | 2,481 | 0.02% | 0.02% | 112 | +40 | 0.16% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 25,034 | 2,420 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,731 | 2,390 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Meixler Investment Management, Ltd. | History | New | 24,172 | 2,377 | 1.28% | — | 115 | +24,172 | New | Q1 2026 | May 06, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 24,368 | 2,355 | 0.01% | 0.01% | 116 | +516 | 2.16% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | Reduced | 24,350 | 2,353 | 0.17% | 0.26% | 117 | -5,112 | -17.35% | Q1 2026 | May 15, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Added to | 24,196 | 2,338 | 0.16% | 0.13% | 118 | +4,898 | 25.38% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 22,807 | 2,204 | 0.0% | 0.0% | 119 | +4,341 | 23.51% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 22,725 | 2,196 | 0.0% | — | 120 | +22,725 | New | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 21,869 | 2,113 | 0.02% | 0.03% | 121 | -1,882 | -7.92% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 21,799 | 2,106 | 0.0% | 0.0% | 122 | -3,143 | -12.6% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 21,280 | 2,056 | 0.04% | 0.03% | 123 | +7,296 | 52.17% | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Added to | 20,881 | 2,018 | 0.0% | 0.0% | 124 | +6,988 | 50.3% | Q1 2026 | Apr 16, 2026 |
| Diversified Trust Co | History | Added to | 20,835 | 2,013 | 0.04% | 0.04% | 125 | +872 | 4.37% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 20,648 | 1,995 | 0.0% | 0.0% | 126 | +14,392 | 230.05% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 20,608 | 1,991 | 0.07% | 0.04% | 127 | +11,120 | 117.2% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 20,357 | 1,967 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 20,150 | 1,947 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Handelsbanken Fonder AB | History | Added to | 19,400 | 1,875 | 0.01% | 0.01% | 130 | +4,000 | 25.97% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 18,259 | 1,794 | 0.03% | 0.04% | 131 | +322 | 1.8% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 15,359 | 1,715 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 17,716 | 1,712 | 0.05% | 0.1% | 133 | -12,511 | -41.39% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 17,636 | 1,704 | 0.01% | 0.0% | 134 | +9,356 | 113.0% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 17,287 | 1,671 | 0.01% | 0.01% | 135 | +2,500 | 16.91% | Q1 2026 | May 04, 2026 |
| Voleon Capital Management LP | History | Reduced | 17,172 | 1,659 | 0.04% | 0.1% | 136 | -25,333 | -59.6% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 17,102 | 1,653 | 0.01% | 0.01% | 137 | -1,865 | -9.83% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,898 | 1,633 | 0.02% | 0.02% | 138 | -922 | -5.17% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 16,500 | 1,594 | 0.03% | 0.03% | 139 | +700 | 4.43% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 13,872 | 1,549 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,858 | 1,532 | 0.0% | 0.0% | 141 | +12,406 | 359.39% | Q1 2026 | May 01, 2026 |
| Arizona State Retirement System | History | Reduced | 15,843 | 1,531 | 0.01% | 0.01% | 142 | -36 | -0.23% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 14,956 | 1,445 | 0.0% | — | 143 | +14,956 | New | Q1 2026 | May 08, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 14,738 | 1,424 | 0.03% | 0.01% | 144 | +9,703 | 192.71% | Q1 2026 | May 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 14,368 | 1,389 | 0.33% | 0.33% | 145 | +1,503 | 11.68% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 14,299 | 1,382 | 0.01% | 0.01% | 146 | +18 | 0.13% | Q1 2026 | May 01, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 13,702 | 1,324 | 0.01% | 0.01% | 147 | +200 | 1.48% | Q1 2026 | May 04, 2026 |
| L2 Asset Management, LLC | History | Added to | 13,545 | 1,309 | 0.12% | 0.13% | 148 | +5,096 | 60.31% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 13,308 | 1,286 | 0.02% | 0.02% | 149 | +4,336 | 48.33% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,858 | 1,243 | 0.0% | 0.0% | 150 | +7 | 0.05% | Q1 2026 | May 01, 2026 |
| Vest Financial, LLC | History | Added to | 12,854 | 1,242 | 0.01% | 0.02% | 151 | +1,238 | 10.66% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 12,784 | 1,235 | 0.02% | 0.02% | 152 | +15 | 0.12% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 12,733 | 1,230 | 0.0% | 0.01% | 153 | +400 | 3.24% | Q1 2026 | Apr 29, 2026 |
| Lincoln Capital LLC | History | Reduced | 12,671 | 1,224 | 0.23% | 0.26% | 154 | -5 | -0.04% | Q1 2026 | May 01, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 12,252 | 1,184 | 0.0% | 0.0% | 155 | +3,624 | 42.0% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 12,012 | 1,161 | 0.01% | 0.02% | 156 | -26 | -0.22% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 11,817 | 1,142 | 0.02% | 0.01% | 157 | +2,885 | 32.3% | Q1 2026 | Apr 01, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 11,782 | 1,139 | 0.0% | 0.0% | 158 | -2,167 | -15.54% | Q1 2026 | Apr 27, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 11,740 | 1,135 | 0.02% | 0.03% | 160 | -3,880 | -24.84% | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,744 | 1,135 | 0.01% | 0.02% | 159 | +300 | 2.62% | Q1 2026 | Apr 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,733 | 1,134 | 0.03% | 0.04% | 161 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,681 | 1,129 | 0.0% | — | 162 | +11,681 | New | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 11,243 | 1,086 | 0.0% | 0.0% | 163 | +1,302 | 13.1% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,809 | 1,044 | 0.03% | 0.04% | 164 | +876 | 8.82% | Q1 2026 | Apr 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,513 | 1,016 | 0.03% | 0.04% | 165 | +54 | 0.52% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,000 | 966 | 0.0% | 0.0% | 166 | -116,473 | -92.09% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 9,701 | 937 | 0.0% | 0.0% | 167 | +2,860 | 41.81% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,682 | 935 | 0.0% | 0.0% | 168 | +890 | 10.12% | Q1 2026 | Apr 22, 2026 |
| Freestone Grove Partners LP | History | Added to | 9,176 | 886 | 0.01% | 0.0% | 169 | +5,720 | 165.51% | Q1 2026 | May 15, 2026 |
| QSV Equity Investors LLC | History | No change | 7,930 | 885 | 1.31% | 1.31% | 170 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,965 | 866 | 0.0% | 0.0% | 171 | +143 | 1.62% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 8,614 | 832 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 8,601 | 831 | 0.0% | 0.0% | 173 | -473 | -5.21% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 8,556 | 827 | 0.03% | 0.08% | 174 | -12,847 | -60.02% | Q1 2026 | May 13, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 8,552 | 826 | 0.14% | 0.16% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF NOVA SCOTIA | History | New | 8,462 | 817 | 0.0% | — | 176 | +8,462 | New | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 8,399 | 811 | 0.0% | 0.0% | 177 | -18 | -0.21% | Q1 2026 | May 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 8,274 | 799 | 0.02% | 0.02% | 178 | -61 | -0.73% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,100 | 782 | 0.0% | 0.0% | 179 | -129 | -1.57% | Q1 2026 | Apr 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 8,048 | 777 | 0.0% | — | 180 | +8,048 | New | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 7,539 | 728 | 0.0% | 0.0% | 181 | -11,675 | -60.76% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 7,539 | 728 | 0.0% | 0.0% | 182 | +2,765 | 57.92% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,205 | 696 | 0.0% | 0.0% | 183 | +222 | 3.18% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 7,194 | 695 | 0.06% | — | 184 | +7,194 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 7,064 | 682 | 0.0% | 0.0% | 185 | +1,637 | 30.16% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 7,008 | 677 | 0.02% | 0.02% | 186 | +23 | 0.33% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 6,893 | 666 | 0.0% | 0.07% | 187 | -170,535 | -96.12% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,851 | 662 | 0.0% | 0.0% | 188 | +1,073 | 18.57% | Q1 2026 | May 06, 2026 |
| Ethic Inc. | History | Reduced | 6,662 | 643 | 0.01% | 0.02% | 189 | -2,283 | -25.52% | Q1 2026 | Apr 27, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 5,669 | 633 | 0.2% | 0.2% | 190 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 6,484 | 626 | 0.04% | 0.05% | 191 | -3,883 | -37.46% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,431 | 621 | 0.0% | 0.0% | 192 | +35 | 0.55% | Q1 2026 | May 12, 2026 |
| Hudson Bay Capital Management LP | History | New | 6,200 | 599 | 0.0% | — | 193 | +6,200 | New | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | Added to | 6,034 | 583 | 0.03% | 0.04% | 194 | +54 | 0.9% | Q1 2026 | May 14, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 5,957 | 575 | 0.22% | — | 195 | +5,957 | New | Q1 2026 | Apr 30, 2026 |
| CenterBook Partners LP | History | New | 5,912 | 571 | 0.03% | — | 196 | +5,912 | New | Q1 2026 | May 05, 2026 |
| INCEPTIONR LLC | History | Added to | 5,878 | 568 | 0.14% | 0.14% | 197 | +1,508 | 34.51% | Q1 2026 | May 14, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Added to | 5,853 | 565 | 0.01% | 0.01% | 198 | +1,968 | 50.66% | Q1 2026 | May 15, 2026 |
| Fractal Investments LLC | History | No change | 5,777 | 558 | 0.07% | 0.09% | 199 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Banque Transatlantique SA | History | New | 5,669 | 547 | 0.01% | — | 200 | +5,669 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,536 | 535 | 0.0% | 0.0% | 201 | +233 | 4.39% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 5,525 | 534 | 0.0% | 0.0% | 202 | +1,611 | 41.16% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 5,382 | 520 | 0.01% | 0.01% | 203 | +35 | 0.65% | Q1 2026 | May 14, 2026 |
| TAGStone Capital, Inc. | History | Added to | 5,265 | 508 | 0.18% | 0.22% | 204 | +5 | 0.1% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 5,252 | 507 | 0.0% | 0.0% | 205 | +401 | 8.27% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,805 | 464 | 0.0% | 0.01% | 206 | -704 | -12.78% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,696 | 453 | 0.0% | 0.0% | 207 | -183 | -3.75% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,672 | 451 | 0.0% | 0.01% | 208 | -2,990 | -39.02% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 4,561 | 440 | 0.03% | 0.04% | 209 | -2,498 | -35.39% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,546 | 439 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,536 | 438 | 0.0% | 0.0% | 211 | -54 | -1.18% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,429 | 428 | 0.0% | 0.0% | 212 | +4 | 0.09% | Q1 2026 | May 14, 2026 |
| Intrinsic Value Partners, LLC | History | Reduced | 4,425 | 427 | 0.33% | 0.39% | 213 | -259 | -5.53% | Q1 2026 | Apr 28, 2026 |
| Machina Capital S.A.S. | History | New | 4,341 | 419 | 0.08% | — | 214 | +4,341 | New | Q1 2026 | May 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 4,209 | 406 | 0.02% | 0.02% | 215 | +100 | 2.43% | Q1 2026 | May 01, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,150 | 401 | 0.0% | 0.0% | 216 | -51 | -1.21% | Q1 2026 | May 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 4,087 | 395 | 0.02% | 0.02% | 217 | -802 | -16.4% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 4,033 | 389 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,951 | 388 | 0.0% | 0.0% | 219 | -916 | -18.82% | Q1 2026 | Apr 08, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 3,949 | 381 | 0.01% | 0.01% | 220 | -751 | -15.98% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,925 | 379 | 0.0% | 0.0% | 221 | +1,047 | 36.38% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,815 | 368 | 0.0% | 0.0% | 222 | +1,174 | 44.45% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 3,751 | 362 | 0.05% | 0.12% | 223 | -904 | -19.42% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 3,738 | 361 | 0.0% | — | 224 | +3,738 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,866 | 354 | 0.0% | — | 225 | +3,864 | 193200.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 3,611 | 349 | 0.04% | 0.06% | 226 | -1,168 | -24.44% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,573 | 345 | 0.0% | 0.0% | 227 | -955 | -21.09% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 3,451 | 333 | 0.0% | 0.0% | 228 | -163 | -4.51% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 3,402 | 328 | 0.0% | — | 229 | +3,402 | New | Q1 2026 | Apr 23, 2026 |
| Dundas Partners LLP | History | Reduced | 3,294 | 318 | 0.03% | 0.03% | 230 | -596 | -15.32% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,280 | 317 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dorsey Wright & Associates | History | Added to | 3,231 | 312 | 0.04% | 0.08% | 232 | +3,230 | 323000.0% | Q1 2026 | May 06, 2026 |
| Citadel Investment Advisory, Inc. | History | Reduced | 3,137 | 303 | 0.14% | 0.16% | 233 | -149 | -4.53% | Q1 2026 | Apr 16, 2026 |
| DnB Asset Management AS | History | New | 3,091 | 298 | 0.0% | — | 234 | +3,091 | New | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | No change | 3,046 | 294 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,009 | 290 | 0.0% | 0.0% | 236 | -346 | -10.31% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 2,962 | 286 | 0.0% | — | 237 | +2,962 | New | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 2,872 | 277 | 0.0% | — | 238 | +2,872 | New | Q1 2026 | May 04, 2026 |
| Amundi | History | Added to | 2,849 | 275 | 0.0% | 0.0% | 239 | +420 | 17.29% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 2,814 | 272 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,754 | 266 | 0.0% | 0.0% | 241 | +361 | 15.09% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,691 | 260 | 0.0% | 0.0% | 242 | -1,638 | -37.84% | Q1 2026 | May 05, 2026 |
| ASPIRIANT, LLC | History | Reduced | 2,645 | 255 | 0.01% | 0.01% | 243 | -1,608 | -37.81% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,647 | 255 | 0.0% | 0.0% | 245 | +219 | 9.02% | Q1 2026 | Apr 20, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,643 | 255 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,601 | 251 | 0.0% | 0.0% | 246 | +3 | 0.12% | Q1 2026 | May 08, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 2,536 | 245 | 0.02% | 0.03% | 247 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 2,494 | 241 | 0.0% | 0.0% | 248 | -50 | -1.97% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,479 | 239 | 0.0% | 0.0% | 249 | +118 | 5.0% | Q1 2026 | Apr 27, 2026 |
| ProShare Advisors LLC | History | Added to | 2,290 | 221 | 0.0% | 0.0% | 250 | +1 | 0.04% | Q1 2026 | Apr 24, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 2,265 | 218 | 0.02% | — | 251 | +2,265 | New | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 2,248 | 217 | 0.0% | — | 252 | +2,248 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,231 | 215 | 0.0% | 0.0% | 253 | +219 | 10.88% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,216 | 214 | 0.01% | 0.01% | 254 | -1,476 | -39.98% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 2,100 | 202 | 0.0% | 0.01% | 255 | -2,551 | -54.85% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | New | 2,081 | 201 | 0.01% | — | 256 | +2,081 | New | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 1,930 | 186 | 0.0% | 0.0% | 257 | +841 | 77.23% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,911 | 184 | 0.0% | 0.01% | 258 | -1,456 | -43.24% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 1,604 | 155 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AlphaQuest LLC | History | No change | 1,358 | 151 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | Reduced | 1,461 | 141 | 0.01% | 0.01% | 261 | -34 | -2.27% | Q1 2026 | Apr 28, 2026 |
| STRS OHIO | History | Reduced | 1,361 | 131 | 0.0% | 0.02% | 262 | -50,202 | -97.36% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 1,083 | 120 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 1,083 | 104 | 0.01% | — | 264 | +1,083 | New | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | No change | 1,033 | 99 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | Added to | 916 | 88 | 0.0% | 0.0% | 266 | +274 | 42.68% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 865 | 83 | 0.0% | 0.0% | 267 | +176 | 25.54% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 759 | 76 | 0.0% | 0.0% | 268 | +16 | 2.15% | Q1 2026 | Apr 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 774 | 75 | 0.0% | 0.0% | 269 | -225 | -22.52% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Reduced | 726 | 70 | 0.0% | 0.0% | 270 | -88 | -10.81% | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 718 | 69 | 0.0% | 0.0% | 271 | -165 | -18.69% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Reduced | 652 | 63 | 0.0% | 0.0% | 272 | -381 | -36.88% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 506 | 48 | 0.0% | 0.0% | 273 | +73 | 16.86% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 482 | 46 | 0.0% | 0.0% | 274 | +252 | 109.57% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 406 | 45 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 461 | 44 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 433 | 41 | 0.0% | 0.0% | 277 | +334 | 337.37% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 378 | 34 | 0.0% | 0.0% | 278 | -3 | -0.79% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 301 | 33 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 338 | 32 | 0.0% | 0.0% | 280 | +258 | 322.5% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 334 | 32 | 0.0% | 0.0% | 281 | -3 | -0.89% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 317 | 30 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 290 | 28 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 283 | 27 | 0.0% | 0.0% | 286 | +196 | 225.29% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 288 | 27 | 0.0% | 0.0% | 284 | +79 | 37.8% | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 280 | 27 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 265 | 25 | 0.0% | 0.0% | 287 | +87 | 48.88% | Q1 2026 | May 14, 2026 |
| New Millennium Group LLC | History | No change | 199 | 22 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 207 | 20 | 0.0% | 0.0% | 289 | -5 | -2.36% | Q1 2026 | May 07, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 206 | 19 | 0.02% | — | 290 | +206 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 176 | 17 | 0.0% | 0.0% | 294 | +6 | 3.53% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 154 | 17 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 179 | 17 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | No change | 180 | 17 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 161 | 15 | 0.0% | 0.0% | 295 | -183 | -53.2% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 148 | 14 | 0.0% | 0.0% | 297 | +108 | 270.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 154 | 14 | 0.0% | 0.0% | 296 | +102 | 196.15% | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 141 | 12 | 0.0% | — | 298 | +141 | New | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 112 | 10 | 0.0% | 0.0% | 299 | +58 | 107.41% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 85 | 8 | 0.0% | 0.0% | 300 | +42 | 97.67% | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | Reduced | 69 | 7 | 0.0% | 0.01% | 302 | -57 | -45.24% | Q1 2026 | May 05, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 81 | 7 | 0.0% | 0.01% | 303 | -1 | -1.22% | Q1 2026 | Apr 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 73 | 7 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 64 | 6 | 0.0% | — | 306 | +64 | New | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 64 | 6 | 0.0% | 0.0% | 304 | -26 | -28.89% | Q1 2026 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 64 | 6 | 0.0% | 0.0% | 305 | +1 | 1.59% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,174 | 5 | 0.0% | 0.0% | 308 | -189 | -3.52% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | New | 62 | 5 | 0.0% | — | 310 | +62 | New | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | New | 58 | 5 | 0.0% | — | 309 | +58 | New | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 53 | 5 | 0.0% | 0.0% | 307 | +1 | 1.92% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 45 | 4 | 0.0% | 0.0% | 312 | -83 | -64.84% | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | New | 46 | 4 | 0.0% | — | 317 | +46 | New | Q1 2026 | May 21, 2026 |
| Activest Wealth Management | History | Added to | 48 | 4 | 0.0% | 0.0% | 314 | +1 | 2.13% | Q1 2026 | Apr 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 4 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 42 | 4 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 46 | 4 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sapience Investments, LLC | History | New | 39 | 3 | 0.39% | — | 319 | +39 | New | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 32 | 3 | 0.0% | — | 320 | +32 | New | Q1 2026 | Apr 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 318 | +5 | 14.29% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 28 | 2 | 0.0% | 0.0% | 321 | -184 | -86.79% | Q1 2026 | May 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 22 | 2 | 0.0% | 0.0% | 323 | +3 | 15.79% | Q1 2026 | May 08, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kilter Group LLC | History | New | 20 | 1 | 0.0% | — | 338 | +20 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 18 | 1 | 0.0% | — | 334 | +18 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 14 | 1 | 0.0% | — | 335 | +14 | New | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | New | 12 | 1 | 0.0% | — | 336 | +12 | New | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 11 | 1 | 0.0% | — | 337 | +11 | New | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 15 | 1 | 0.0% | — | 325 | +9 | 150.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Added to | 18 | 1 | 0.0% | 0.0% | 332 | +9 | 100.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 16 | 1 | 0.0% | 0.0% | 328 | -5 | -23.81% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 17 | 1 | 0.0% | 0.0% | 330 | +5 | 41.67% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | No change | 17 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| High Note Wealth, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Red Tortoise LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.03% | — | -302,900 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160,171 | -100.0% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.05% | — | -116,796 | -100.0% | Q1 2026 | May 15, 2026 |
| MUFG Securities EMEA plc | History | Closed out | 0 | 0 | — | 0.13% | — | -103,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Congruence Capital, LLC | History | Closed out | 0 | 0 | — | 2.44% | — | -59,304 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,249 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,981 | -100.0% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -19,126 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,335 | -100.0% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.01% | — | -17,800 | -100.0% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.01% | — | -14,030 | -100.0% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.16% | — | -9,497 | -100.0% | Q1 2026 | May 12, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,827 | -100.0% | Q1 2026 | May 06, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,358 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,789 | -100.0% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -4,230 | -100.0% | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -4,181 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,048 | -100.0% | Q1 2026 | May 15, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,015 | -100.0% | Q1 2026 | May 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -3,966 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,914 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,382 | -100.0% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,836 | -100.0% | Q1 2026 | May 11, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -2,725 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,192 | -100.0% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,178 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,075 | -100.0% | Q1 2026 | May 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -2,035 | -100.0% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -2,004 | -100.0% | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,974 | -100.0% | Q1 2026 | May 15, 2026 |
| Claret Asset Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -1,897 | -100.0% | Q1 2026 | May 11, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,888 | -100.0% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,845 | -100.0% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,837 | -100.0% | Q1 2026 | May 13, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,835 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,615 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,155 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | May 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 7 | 0 | — | 0.01% | — | -377 | -98.18% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 7 | 0 | — | 0.0% | — | -28 | -80.0% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 28, 2026 |
| Quaker Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 10, 2026 |
| American Capital Advisory, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 29, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -4 | -57.14% | Q1 2026 | Apr 14, 2026 |
| Torren Management, LLC | History | Reduced | 3 | 0 | — | — | — | -4 | -57.14% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| Whipplewood Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 04, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 21, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 05, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | May 01, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cromwell Holdings LLC | History | No change | 9 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |