Essent Group Ltd. - ESNT
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 | 11,987,945 | 779,336 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 11,955,055 | 698,653 | 0.01% | 0.01% | 2 | -1,125,443 | -8.6% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 7,375,293 | 431,012 | 0.02% | — | 3 | +7,375,293 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 5,362,232 | 313,369 | 0.07% | 0.07% | 4 | -38,570 | -0.71% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 5,093,773 | 297,680 | 0.02% | 0.02% | 5 | +74,391 | 1.48% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Reduced | 4,695,817 | 274,423 | 0.04% | 0.04% | 6 | -66,312 | -1.39% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,074,299 | 238,102 | 0.01% | — | 7 | +4,074,299 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 3,797,517 | 221,926 | 0.01% | 0.01% | 8 | +14,891 | 0.39% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,774,300 | 162,155 | 0.01% | 0.01% | 9 | -302,650 | -9.84% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 2,392,188 | 155,516 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Polar Capital Holdings Plc | History | Added to | 2,550,000 | 149,022 | 0.53% | 0.62% | 11 | +100,000 | 4.08% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,102,052 | 122,843 | 0.06% | 0.05% | 12 | +558,575 | 36.19% | Q1 2026 | May 15, 2026 |
| COOKE & BIELER LP | History | Added to | 1,985,798 | 116,050 | 1.31% | 1.32% | 13 | +33,792 | 1.73% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 1,674,748 | 97,872 | 0.17% | 0.27% | 14 | -1,035,301 | -38.2% | Q1 2026 | May 15, 2026 |
| RENAISSANCERE HOLDINGS LTD | History | No change | 1,666,374 | 97,382 | 23.97% | 14.56% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,561,273 | 91,240 | 0.04% | 0.06% | 16 | -302,794 | -16.24% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,420,453 | 83,011 | 0.01% | 0.01% | 17 | +15,420 | 1.1% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,269,457 | 74,187 | 0.0% | 0.0% | 18 | +222,764 | 21.28% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,209,696 | 70,694 | 0.01% | 0.01% | 19 | +27,904 | 2.36% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,166,594 | 68,175 | 0.04% | 0.04% | 20 | +9,298 | 0.8% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,060,701 | 61,987 | 0.01% | 0.01% | 21 | +72,212 | 7.31% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,012,168 | 59,151 | 0.05% | 0.05% | 22 | +435,963 | 75.66% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 944,984 | 55,224 | 0.01% | 0.01% | 23 | -9,781 | -1.02% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 914,471 | 53,441 | 0.03% | 0.03% | 24 | +131,823 | 16.84% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 802,002 | 46,869 | 0.01% | 0.0% | 25 | +196,769 | 32.51% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 790,000 | 46,167 | 0.01% | 0.02% | 26 | -1,084,398 | -57.85% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 737,595 | 43,105 | 0.01% | 0.01% | 27 | -509,085 | -40.84% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 693,686 | 40,539 | 0.08% | 0.06% | 28 | +180,034 | 35.05% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 664,851 | 38,694 | 0.0% | 0.0% | 29 | -62,494 | -8.59% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 659,829 | 38,560 | 0.01% | 0.01% | 30 | -14,098 | -2.09% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 648,153 | 37,878 | 0.04% | 0.01% | 31 | +540,907 | 504.36% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 633,062 | 36,996 | 0.01% | 0.01% | 32 | +33,208 | 5.54% | Q1 2026 | May 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 610,008 | 35,648 | 0.01% | — | 33 | +610,008 | New | Q1 2026 | May 08, 2026 |
| Allianz Asset Management GmbH | History | Added to | 511,601 | 29,897 | 0.03% | 0.03% | 34 | +12,682 | 2.54% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 506,735 | 29,614 | 0.05% | 0.05% | 35 | +21,437 | 4.42% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 491,392 | 28,716 | 0.0% | 0.0% | 36 | +309,815 | 170.62% | Q1 2026 | May 12, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 468,790 | 27,396 | 0.06% | 0.07% | 37 | -20,400 | -4.17% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 452,198 | 26,426 | 0.0% | 0.0% | 38 | -114,207 | -20.16% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 444,909 | 26,000 | 0.09% | 0.08% | 39 | +14,460 | 3.36% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 433,517 | 25,334 | 0.01% | 0.0% | 40 | +321,288 | 286.28% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 409,309 | 23,920 | 0.03% | 0.02% | 41 | +30,924 | 8.17% | Q1 2026 | Apr 22, 2026 |
| Sixth Street Partners Management Company, L.P. | History | No change | 400,000 | 23,376 | 3.29% | 2.67% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 393,880 | 23,085 | 0.02% | 0.05% | 43 | -317,759 | -44.65% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 340,200 | 22,116 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 329,387 | 19,249 | 0.01% | 0.0% | 45 | +241,929 | 276.62% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 307,440 | 17,966 | 0.02% | 0.02% | 46 | +1,257 | 0.41% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 292,222 | 17,077 | 0.0% | 0.0% | 47 | -11,251 | -3.71% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Reduced | 287,292 | 16,789 | 0.0% | 0.0% | 48 | -2,253 | -0.78% | Q1 2026 | Apr 30, 2026 |
| ALPS ADVISORS INC | History | Reduced | 283,662 | 16,577 | 0.08% | 0.11% | 49 | -13,759 | -4.63% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 221,000 | 12,915 | 0.0% | 0.0% | 50 | -56,457 | -20.35% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 196,025 | 12,743 | 0.0% | 0.0% | 51 | -306 | -0.16% | Q1 2026 | May 15, 2026 |
| WINMILL & CO. INC | History | Reduced | 214,500 | 12,535 | 3.62% | 3.89% | 52 | -10,000 | -4.45% | Q1 2026 | May 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 211,062 | 12,334 | 0.01% | 0.01% | 53 | +12,076 | 6.07% | Q1 2026 | May 06, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 207,822 | 12,145 | 0.45% | 0.43% | 54 | -8,812 | -4.07% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 207,471 | 12,124 | 0.0% | 0.0% | 55 | -2,614 | -1.24% | Q1 2026 | May 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 203,764 | 11,907 | 0.04% | 0.04% | 56 | -47 | -0.02% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 181,923 | 11,826 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Swiss National Bank | History | Reduced | 191,291 | 11,179 | 0.01% | 0.01% | 58 | -3,000 | -1.54% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | Reduced | 186,408 | 10,893 | 0.05% | 0.08% | 59 | -192,859 | -50.85% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 180,239 | 10,498 | 0.02% | 0.04% | 60 | -169,450 | -48.46% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 177,889 | 10,395 | 0.01% | 0.01% | 61 | +38,169 | 27.32% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 175,156 | 10,236 | 0.01% | — | 62 | +175,156 | New | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 172,668 | 10,090 | 0.02% | 0.01% | 63 | +92,824 | 116.26% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 163,442 | 9,551 | 0.02% | 0.03% | 64 | -27,327 | -14.32% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 157,927 | 9,229 | 0.01% | 0.02% | 65 | -318,695 | -66.87% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 149,684 | 8,747 | 0.01% | 0.0% | 66 | +120,658 | 415.69% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 143,819 | 8,404 | 0.01% | 0.01% | 67 | -185 | -0.13% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 138,258 | 8,079 | 0.0% | 0.0% | 68 | -21,548 | -13.48% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 136,948 | 8,003 | 0.02% | 0.0% | 69 | +113,884 | 493.77% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | New | 129,458 | 7,565 | 0.25% | — | 70 | +129,458 | New | Q1 2026 | May 18, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 128,887 | 7,532 | 0.0% | 0.0% | 71 | +64,773 | 101.03% | Q1 2026 | May 13, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 128,800 | 7,527 | 0.05% | 0.1% | 72 | -134,700 | -51.12% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 126,761 | 7,407 | 0.03% | 0.02% | 73 | +20,564 | 19.36% | Q1 2026 | Apr 30, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 123,659 | 7,226 | 0.03% | 0.03% | 74 | +925 | 0.75% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 123,452 | 7,214 | 0.08% | 0.1% | 75 | -28,023 | -18.5% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 122,767 | 7,174 | 0.0% | 0.0% | 76 | +62,783 | 104.67% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 117,024 | 6,838 | 0.02% | 0.02% | 77 | +1,010 | 0.87% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 115,549 | 6,752 | 0.01% | 0.01% | 78 | +23,196 | 25.12% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 115,413 | 6,745 | 0.01% | 0.02% | 79 | -3,453 | -2.9% | Q1 2026 | Apr 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 110,612 | 6,464 | 0.01% | 0.01% | 80 | +5,220 | 4.95% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 103,424 | 6,045 | 0.0% | 0.0% | 81 | +13,587 | 15.12% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 101,919 | 5,956 | 0.15% | 0.15% | 82 | +11,673 | 12.93% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 99,037 | 5,787 | 0.0% | 0.0% | 83 | -1,561 | -1.55% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 95,980 | 5,609 | 0.03% | 0.03% | 84 | -1,877 | -1.92% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 95,634 | 5,589 | 0.01% | 0.01% | 85 | +7,178 | 8.11% | Q1 2026 | May 01, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 93,676 | 5,474 | 0.08% | 0.1% | 86 | -3,560 | -3.66% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 92,731 | 5,419 | 0.01% | 0.01% | 87 | +15,882 | 20.67% | Q1 2026 | May 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 89,858 | 5,251 | 0.0% | — | 88 | +89,858 | New | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 87,306 | 5,102 | 0.01% | 0.0% | 89 | +49,372 | 130.15% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 87,221 | 5,097 | 0.0% | 0.0% | 90 | -3,767 | -4.14% | Q1 2026 | May 15, 2026 |
| Interval Partners, LP | History | Reduced | 82,021 | 4,793 | 0.13% | 0.15% | 91 | -46,230 | -36.05% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 81,123 | 4,741 | 0.0% | 0.0% | 92 | +2,922 | 3.74% | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | Reduced | 77,921 | 4,553 | 3.89% | 4.62% | 93 | -11,000 | -12.37% | Q1 2026 | Apr 23, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 75,468 | 4,410 | 0.2% | 0.21% | 94 | +476 | 0.63% | Q1 2026 | May 07, 2026 |
| FJ Capital Management LLC | History | New | 75,024 | 4,384 | 0.49% | — | 95 | +75,024 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 70,451 | 4,117 | 0.0% | — | 96 | +70,451 | New | Q1 2026 | May 08, 2026 |
| Trexquant Investment LP | History | Added to | 69,063 | 4,036 | 0.03% | 0.02% | 97 | +30,627 | 79.68% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 67,152 | 3,924 | 0.0% | 0.0% | 98 | -6,514 | -8.84% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 64,569 | 3,773 | 0.02% | 0.02% | 99 | -59,915 | -48.13% | Q1 2026 | May 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 64,293 | 3,757 | 0.01% | 0.0% | 100 | +21,227 | 49.29% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 63,821 | 3,729 | 0.03% | 0.04% | 101 | +6,385 | 11.12% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 63,338 | 3,701 | 0.04% | 0.05% | 102 | +1,368 | 2.21% | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 60,350 | 3,526 | 0.03% | 0.02% | 103 | +17,439 | 40.64% | Q1 2026 | May 11, 2026 |
| EMG Holdings, L.P. | History | New | 60,000 | 3,506 | 0.88% | — | 104 | +60,000 | New | Q1 2026 | May 19, 2026 |
| Cerity Partners LLC | History | Reduced | 57,038 | 3,333 | 0.0% | 0.01% | 105 | -26,510 | -31.73% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 55,688 | 3,254 | 0.0% | 0.0% | 106 | +10,770 | 23.98% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 52,850 | 3,088 | 0.03% | 0.03% | 107 | -5,222 | -8.99% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 49,403 | 2,887 | 0.12% | 0.13% | 108 | +323 | 0.66% | Q1 2026 | Apr 21, 2026 |
| NFC Investments, LLC | History | Reduced | 49,133 | 2,871 | 0.8% | 0.95% | 109 | -2,825 | -5.44% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 49,001 | 2,864 | 0.18% | 0.1% | 110 | +31,531 | 180.49% | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Added to | 48,325 | 2,824 | 0.12% | 0.05% | 111 | +26,157 | 117.99% | Q1 2026 | May 13, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 43,150 | 2,805 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 47,400 | 2,770 | 0.01% | 0.01% | 113 | +400 | 0.85% | Q1 2026 | Apr 29, 2026 |
| Paralel Advisors LLC | History | No change | 46,347 | 2,708 | 0.11% | 0.12% | 114 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 44,444 | 2,597 | 0.03% | 0.04% | 115 | -1,046 | -2.3% | Q1 2026 | May 05, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 43,041 | 2,515 | 0.6% | 0.66% | 116 | -2,539 | -5.57% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 42,938 | 2,509 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 41,620 | 2,432 | 0.0% | 0.0% | 118 | -181 | -0.43% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 41,560 | 2,428 | 0.0% | 0.0% | 119 | +20,173 | 94.32% | Q1 2026 | May 04, 2026 |
| AMALGAMATED BANK | History | Added to | 41,247 | 2,410 | 0.02% | 0.02% | 120 | +601 | 1.48% | Q1 2026 | May 08, 2026 |
| VELA Investment Management, LLC | History | New | 40,242 | 2,351 | 0.54% | — | 121 | +40,242 | New | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 39,467 | 2,306 | 0.07% | 0.08% | 122 | -371 | -0.93% | Q1 2026 | May 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 39,081 | 2,283 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 38,361 | 2,241 | 0.04% | 0.04% | 124 | +429 | 1.13% | Q1 2026 | Apr 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 37,345 | 2,182 | 0.01% | 0.01% | 125 | +1,934 | 5.46% | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 36,857 | 2,153 | 0.07% | 0.07% | 126 | +5,245 | 16.59% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 36,242 | 2,117 | 0.0% | 0.0% | 127 | -70,995 | -66.2% | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 35,503 | 2,074 | 0.0% | 0.0% | 128 | +3,302 | 10.25% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 32,428 | 1,895 | 0.01% | 0.02% | 129 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 32,038 | 1,872 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 31,588 | 1,846 | 0.01% | 0.01% | 131 | -11,949 | -27.45% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | Added to | 31,169 | 1,822 | 0.03% | 0.03% | 132 | +6,762 | 27.71% | Q1 2026 | May 18, 2026 |
| CITIGROUP INC | History | Reduced | 31,035 | 1,813 | 0.0% | 0.0% | 134 | -13,730 | -30.67% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 31,025 | 1,813 | 0.0% | 0.0% | 133 | +1,141 | 3.82% | Q1 2026 | May 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 31,000 | 1,811 | 0.04% | 0.04% | 135 | -1,000 | -3.13% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 30,130 | 1,760 | 0.0% | 0.01% | 136 | -14,925 | -33.13% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 29,278 | 1,711 | 0.0% | 0.0% | 137 | -3,795 | -11.47% | Q1 2026 | May 14, 2026 |
| Holocene Advisors, LP | History | Added to | 28,198 | 1,647 | 0.0% | 0.0% | 138 | +19,425 | 221.42% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 27,906 | 1,630 | 0.02% | 0.02% | 139 | -1,935 | -6.48% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 27,804 | 1,624 | 0.0% | 0.0% | 140 | -14,180 | -33.77% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 27,777 | 1,623 | 0.0% | 0.01% | 141 | -14,619 | -34.48% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 27,700 | 1,618 | 0.03% | 0.03% | 142 | +1,000 | 3.75% | Q1 2026 | Apr 20, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 26,744 | 1,562 | 0.12% | 0.13% | 143 | +630 | 2.41% | Q1 2026 | May 28, 2026 |
| Arizona State Retirement System | History | Reduced | 26,561 | 1,552 | 0.01% | 0.01% | 144 | -812 | -2.97% | Q1 2026 | May 01, 2026 |
| Handelsbanken Fonder AB | History | No change | 26,081 | 1,524 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 25,308 | 1,479 | 0.0% | — | 146 | +25,308 | New | Q1 2026 | May 08, 2026 |
| Odyssean, LLC | History | Added to | 25,160 | 1,470 | 0.54% | 0.54% | 147 | +13,619 | 118.01% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 24,621 | 1,438 | 0.01% | 0.01% | 148 | -644 | -2.55% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 23,917 | 1,397 | 0.01% | 0.01% | 149 | -273 | -1.13% | Q1 2026 | May 01, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 22,933 | 1,340 | 0.01% | 0.01% | 150 | +100 | 0.44% | Q1 2026 | May 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 22,883 | 1,337 | 0.01% | 0.01% | 151 | -351 | -1.51% | Q1 2026 | May 14, 2026 |
| Provident Investment Management, Inc. | History | Added to | 22,866 | 1,336 | 0.13% | 0.13% | 152 | +100 | 0.44% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 22,678 | 1,325 | 0.0% | 0.01% | 153 | -26,509 | -53.89% | Q1 2026 | May 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 22,437 | 1,311 | 0.01% | 0.01% | 154 | -19,485 | -46.48% | Q1 2026 | May 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 22,000 | 1,286 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 21,381 | 1,250 | 0.0% | 0.0% | 156 | +4,797 | 28.93% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | Added to | 21,384 | 1,249 | 0.01% | 0.0% | 157 | +15,994 | 296.73% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Added to | 20,583 | 1,202 | 0.02% | 0.02% | 158 | +1,691 | 8.95% | Q1 2026 | Apr 16, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 20,160 | 1,178 | 0.01% | 0.01% | 159 | -9,675 | -32.43% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,883 | 1,176 | 0.0% | 0.0% | 160 | -6,437 | -24.46% | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 19,900 | 1,162 | 0.01% | 0.01% | 161 | -675 | -3.28% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 19,586 | 1,144 | 0.02% | 0.02% | 162 | +300 | 1.56% | Q1 2026 | Apr 29, 2026 |
| Freestone Grove Partners LP | History | New | 18,853 | 1,101 | 0.01% | — | 163 | +18,853 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 18,756 | 1,096 | 0.0% | 0.0% | 164 | -10,788 | -36.52% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 18,449 | 1,076 | 0.0% | 0.0% | 165 | +5,560 | 43.14% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 18,296 | 1,069 | 0.02% | — | 166 | +18,296 | New | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Reduced | 17,767 | 1,038 | 0.06% | 0.07% | 167 | -609 | -3.31% | Q1 2026 | May 07, 2026 |
| AVIVA PLC | History | Added to | 17,756 | 1,037 | 0.0% | 0.0% | 168 | +369 | 2.12% | Q1 2026 | May 14, 2026 |
| Perbak Capital Partners LLP | History | Added to | 17,372 | 1,015 | 0.25% | 0.14% | 169 | +10,531 | 153.94% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,311 | 1,011 | 0.0% | 0.0% | 170 | -3,888 | -18.34% | Q1 2026 | Apr 24, 2026 |
| ExodusPoint Capital Management, LP | History | New | 16,882 | 986 | 0.01% | — | 171 | +16,882 | New | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 16,748 | 978 | 0.01% | 0.01% | 172 | +1,376 | 8.95% | Q1 2026 | Apr 14, 2026 |
| ALLSTATE CORP | History | New | 16,436 | 960 | 0.01% | — | 173 | +16,436 | New | Q1 2026 | May 11, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 16,328 | 954 | 0.05% | 0.06% | 174 | -57 | -0.35% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,098 | 940 | 0.0% | 0.0% | 175 | +955 | 6.31% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 15,950 | 932 | 0.0% | 0.0% | 176 | +8,758 | 121.77% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 15,875 | 927 | 0.0% | 0.0% | 177 | -42,007 | -72.57% | Q1 2026 | May 12, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 15,513 | 906 | 0.04% | 0.04% | 178 | -493 | -3.08% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 15,425 | 901 | 0.03% | — | 179 | +15,425 | New | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 14,973 | 875 | 0.0% | 0.0% | 180 | +3,725 | 33.12% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 14,509 | 847 | 0.0% | 0.0% | 181 | -5,678 | -28.13% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 13,822 | 807 | 0.0% | 0.0% | 182 | +3,330 | 31.74% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 13,709 | 801 | 0.0% | 0.0% | 183 | +338 | 2.53% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,496 | 788 | 0.0% | 0.0% | 184 | -1,711 | -11.25% | Q1 2026 | May 08, 2026 |
| XPONANCE LLC | History | Added to | 13,364 | 780 | 0.01% | 0.01% | 186 | +1,752 | 15.09% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 13,355 | 780 | 0.0% | 0.0% | 185 | -1,729 | -11.46% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,027 | 762 | 0.0% | 0.0% | 187 | -7,085 | -35.23% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Added to | 12,370 | 722 | 0.09% | 0.13% | 188 | +3,519 | 39.76% | Q1 2026 | May 13, 2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | History | Added to | 11,960 | 699 | 1.36% | 1.36% | 189 | +900 | 8.14% | Q1 2026 | Apr 22, 2026 |
| Unison Advisors LLC | History | Added to | 11,692 | 683 | 0.05% | 0.07% | 190 | +57 | 0.49% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 11,202 | 677 | 0.01% | 0.01% | 191 | +297 | 2.72% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 11,400 | 666 | 0.0% | 0.0% | 192 | +1,600 | 16.33% | Q1 2026 | Apr 24, 2026 |
| Inspire Advisors, LLC | History | Reduced | 11,087 | 647 | 0.05% | 0.07% | 193 | -309 | -2.71% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 10,668 | 623 | 0.0% | 0.0% | 194 | +5,116 | 92.15% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,486 | 612 | 0.0% | 0.0% | 195 | -1,632 | -13.47% | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | New | 10,394 | 607 | 0.01% | — | 196 | +10,394 | New | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 10,199 | 596 | 0.03% | 0.03% | 197 | +2,181 | 27.2% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,090 | 589 | 0.0% | 0.0% | 198 | -1,662 | -14.14% | Q1 2026 | May 14, 2026 |
| MQS Management LLC | History | Reduced | 9,730 | 568 | 0.38% | 0.39% | 199 | -383 | -3.79% | Q1 2026 | Apr 23, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,644 | 563 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,612 | 562 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,456 | 552 | 0.01% | 0.01% | 202 | +4,288 | 82.97% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 9,300 | 543 | 0.0% | — | 203 | +9,300 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 9,184 | 536 | 0.0% | 0.0% | 204 | +31 | 0.34% | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | New | 9,031 | 527 | 0.02% | — | 205 | +9,031 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 8,907 | 518 | 0.0% | 0.0% | 206 | -14,823 | -62.47% | Q1 2026 | May 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 8,855 | 517 | 0.05% | — | 207 | +8,855 | New | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | Added to | 8,644 | 505 | 0.1% | 0.11% | 208 | +38 | 0.44% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Added to | 8,426 | 492 | 0.01% | 0.01% | 209 | +764 | 9.97% | Q1 2026 | May 05, 2026 |
| Vestcor Inc | History | No change | 8,388 | 490 | 0.01% | 0.02% | 210 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,384 | 489 | 0.0% | 0.0% | 211 | +661 | 8.56% | Q1 2026 | May 13, 2026 |
| Centiva Capital, LP | History | New | 8,131 | 475 | 0.0% | — | 212 | +8,131 | New | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 7,117 | 462 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 7,588 | 443 | 0.0% | 0.0% | 214 | -185 | -2.38% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 7,491 | 437 | 0.0% | 0.0% | 215 | +2,139 | 39.97% | Q1 2026 | May 04, 2026 |
| AdvisorShares Investments LLC | History | No change | 7,316 | 427 | 0.08% | 0.08% | 216 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 6,273 | 407 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 6,944 | 405 | 0.02% | 0.02% | 218 | -100 | -1.42% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 6,920 | 404 | 0.01% | 0.03% | 219 | -14,458 | -67.63% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,870 | 401 | 0.0% | 0.0% | 220 | -624 | -8.33% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,593 | 385 | 0.0% | 0.01% | 221 | -13,364 | -66.96% | Q1 2026 | Apr 30, 2026 |
| Brevan Howard Capital Management LP | History | New | 6,561 | 383 | 0.0% | — | 223 | +6,561 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 6,560 | 383 | 0.0% | 0.0% | 222 | +1,564 | 31.31% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | New | 6,550 | 382 | 0.04% | — | 224 | +6,550 | New | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 6,482 | 377 | 0.07% | 0.23% | 225 | -16,358 | -71.62% | Q1 2026 | May 12, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 6,135 | 358 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | No change | 5,934 | 346 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 5,700 | 333 | 0.03% | — | 228 | +5,700 | New | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 5,643 | 329 | 0.0% | 0.0% | 229 | -461 | -7.55% | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,351 | 312 | 0.01% | 0.01% | 230 | -440 | -7.6% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,151 | 301 | 0.0% | — | 231 | +5,151 | New | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Added to | 5,071 | 296 | 0.0% | 0.01% | 232 | +270 | 5.62% | Q1 2026 | May 14, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 4,968 | 290 | 0.14% | 0.16% | 233 | -1,850 | -27.13% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 4,900 | 286 | 0.0% | 0.0% | 234 | +1,200 | 32.43% | Q1 2026 | May 11, 2026 |
| INCEPTIONR LLC | History | Reduced | 4,688 | 273 | 0.07% | 0.2% | 235 | -6,290 | -57.3% | Q1 2026 | May 14, 2026 |
| Fielder Capital Group LLC | History | Reduced | 4,643 | 271 | 0.06% | 0.06% | 236 | -12 | -0.26% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,629 | 270 | 0.0% | 0.01% | 237 | -3,194 | -40.83% | Q1 2026 | May 13, 2026 |
| Sciencast Management LP | History | New | 4,474 | 261 | 0.03% | — | 238 | +4,474 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 4,202 | 245 | 0.01% | — | 239 | +4,202 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,173 | 243 | 0.0% | 0.0% | 240 | +929 | 28.64% | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | New | 4,058 | 237 | 0.2% | — | 241 | +4,058 | New | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 4,046 | 236 | 0.0% | 0.0% | 242 | +226 | 5.92% | Q1 2026 | May 12, 2026 |
| DnB Asset Management AS | History | New | 3,929 | 229 | 0.0% | — | 243 | +3,929 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,875 | 226 | 0.0% | 0.0% | 244 | -3,242 | -45.55% | Q1 2026 | Apr 15, 2026 |
| DGS Capital Management, LLC | History | Reduced | 3,883 | 226 | 0.04% | 0.05% | 245 | -770 | -16.55% | Q1 2026 | Apr 28, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | New | 3,822 | 223 | 0.03% | — | 246 | +3,822 | New | Q1 2026 | May 11, 2026 |
| Penserra Capital Management LLC | History | Added to | 3,781 | 220 | 0.0% | 0.0% | 247 | +76 | 2.05% | Q1 2026 | May 11, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 3,647 | 213 | 0.06% | 0.05% | 249 | -1,061 | -22.54% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,658 | 213 | 0.0% | 0.0% | 248 | +420 | 12.97% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,614 | 211 | 0.01% | 0.01% | 251 | +377 | 11.65% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,613 | 211 | 0.0% | 0.0% | 250 | -124 | -3.32% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 3,597 | 210 | 0.0% | 0.0% | 252 | +103 | 2.95% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 3,580 | 209 | 0.0% | 0.01% | 253 | -136,924 | -97.45% | Q1 2026 | Apr 30, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 3,303 | 208 | 0.0% | 0.0% | 254 | -22 | -0.66% | Q1 2026 | May 11, 2026 |
| R Squared Ltd | History | Added to | 3,529 | 206 | 0.11% | 0.11% | 255 | +20 | 0.57% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 3,487 | 203 | 0.0% | — | 256 | +3,487 | New | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 3,220 | 188 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 3,160 | 184 | 0.01% | 0.02% | 258 | -1,092 | -25.68% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,103 | 181 | 0.0% | 0.01% | 259 | -3,999 | -56.31% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,075 | 179 | 0.02% | 0.02% | 260 | +814 | 36.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,769 | 161 | 0.01% | 0.01% | 261 | -352 | -11.28% | Q1 2026 | Apr 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 2,572 | 150 | 0.0% | 0.0% | 262 | +2,120 | 469.03% | Q1 2026 | May 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,489 | 145 | 0.0% | 0.0% | 263 | +350 | 16.36% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,400 | 140 | 0.0% | 0.0% | 264 | +68 | 2.92% | Q1 2026 | Apr 07, 2026 |
| Bayforest Capital Ltd | History | New | 2,356 | 137 | 0.15% | — | 265 | +2,356 | New | Q1 2026 | Apr 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 2,251 | 131 | 0.0% | — | 266 | +2,251 | New | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,045 | 119 | 0.0% | 0.01% | 267 | -495 | -19.49% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 1,950 | 114 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,941 | 113 | 0.0% | 0.0% | 269 | +1,145 | 143.84% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,881 | 109 | 0.01% | 0.0% | 270 | +740 | 64.86% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,744 | 101 | 0.0% | 0.0% | 271 | -939 | -35.0% | Q1 2026 | Jun 02, 2026 |
| Allworth Financial LP | History | Reduced | 1,548 | 90 | 0.0% | 0.0% | 272 | -94 | -5.72% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,492 | 86 | 0.0% | 0.0% | 273 | +1,428 | 2231.25% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,453 | 84 | 0.01% | 0.01% | 274 | -703 | -32.61% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Added to | 1,428 | 83 | 0.0% | 0.0% | 275 | +23 | 1.64% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,310 | 76 | 0.0% | 0.0% | 276 | +520 | 65.82% | Q1 2026 | May 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,195 | 71 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,166 | 68 | 0.0% | 0.0% | 278 | -554 | -32.21% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 1,100 | 64 | 0.01% | 0.03% | 279 | -3,187 | -74.34% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,076 | 62 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 1,030 | 60 | 0.0% | 0.0% | 281 | +798 | 343.97% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 985 | 58 | 0.04% | 0.06% | 283 | -809 | -45.09% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,003 | 58 | 0.0% | 0.0% | 282 | +133 | 15.29% | Q1 2026 | May 01, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 937 | 54 | 0.0% | — | 284 | +937 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 879 | 51 | 0.0% | 0.0% | 286 | +464 | 111.81% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 882 | 51 | 0.0% | 0.0% | 285 | +3 | 0.34% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 840 | 49 | 0.0% | 0.0% | 287 | -603 | -41.79% | Q1 2026 | May 01, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 764 | 45 | 0.0% | 0.0% | 288 | -167 | -17.94% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 726 | 42 | 0.0% | 0.0% | 290 | -677 | -48.25% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 721 | 42 | 0.0% | 0.0% | 289 | -23 | -3.09% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 700 | 40 | 0.0% | 0.0% | 291 | -261 | -27.16% | Q1 2026 | Apr 07, 2026 |
| FIRST HORIZON CORP | History | Reduced | 588 | 34 | 0.0% | 0.0% | 292 | -305 | -34.15% | Q1 2026 | Apr 30, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 578 | 33 | 0.01% | 0.0% | 293 | +277 | 92.03% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 547 | 32 | 0.0% | 0.0% | 294 | +76 | 16.14% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 478 | 31 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 525 | 30 | 0.0% | 0.0% | 296 | +365 | 228.13% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 500 | 29 | 0.0% | 0.0% | 297 | -176 | -26.04% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 322 | 18 | 0.0% | 0.01% | 298 | -56 | -14.81% | Q1 2026 | Apr 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 305 | 17 | 0.0% | 0.0% | 299 | -254 | -45.44% | Q1 2026 | Jun 02, 2026 |
| WealthCollab, LLC | History | No change | 298 | 17 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 282 | 16 | 0.01% | 0.03% | 301 | -1,037 | -78.62% | Q1 2026 | May 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 262 | 15 | 0.0% | 0.0% | 302 | +9 | 3.56% | Q1 2026 | Apr 17, 2026 |
| CVA Family Office, LLC | History | New | 187 | 10 | 0.0% | — | 304 | +187 | New | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | Added to | 183 | 10 | 0.0% | 0.0% | 303 | +51 | 38.64% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 158 | 9 | 0.0% | — | 307 | +158 | New | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 155 | 9 | 0.0% | — | 308 | +155 | New | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | No change | 156 | 9 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 154 | 9 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 125 | 7 | 0.0% | 0.0% | 309 | -15 | -10.71% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 112 | 7 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 108 | 6 | 0.0% | — | 317 | +108 | New | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | New | 107 | 6 | 0.0% | — | 318 | +107 | New | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 112 | 6 | 0.0% | 0.0% | 311 | -40 | -26.32% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 118 | 6 | 0.0% | 0.0% | 314 | -32 | -21.33% | Q1 2026 | Apr 20, 2026 |
| Quent Capital, LLC | History | Reduced | 111 | 6 | 0.0% | 0.0% | 315 | -12 | -9.76% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 116 | 6 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 113 | 6 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 95 | 6 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sapience Investments, LLC | History | Reduced | 94 | 5 | 0.65% | 1.93% | 320 | -7,788 | -98.81% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 87 | 5 | 0.0% | — | 322 | +87 | New | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 94 | 5 | 0.0% | 0.0% | 321 | +48 | 104.35% | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | No change | 95 | 5 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Activest Wealth Management | History | Reduced | 85 | 4 | 0.0% | 0.0% | 326 | -84 | -49.7% | Q1 2026 | Apr 15, 2026 |
| MATHER GROUP, LLC. | History | New | 77 | 4 | 0.0% | — | 330 | +77 | New | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 74 | 4 | 0.0% | — | 329 | +72 | 3600.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 69 | 4 | 0.0% | 0.0% | 328 | -28 | -28.87% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 85 | 4 | 0.0% | 0.0% | 324 | +14 | 19.72% | Q1 2026 | Apr 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 81 | 4 | 0.0% | 0.0% | 323 | -4 | -4.71% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 79 | 4 | 0.0% | 0.0% | 327 | +4 | 5.33% | Q1 2026 | Apr 23, 2026 |
| Key FInancial Inc | History | No change | 83 | 4 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 52 | 3 | 0.0% | 0.0% | 333 | -22 | -29.73% | Q1 2026 | May 07, 2026 |
| WPG Advisers, LLC | History | Added to | 58 | 3 | 0.0% | 0.0% | 334 | +21 | 56.76% | Q1 2026 | Apr 29, 2026 |
| Avion Wealth | History | No change | 56 | 3 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 47 | 2 | 0.0% | — | 340 | +47 | New | Q1 2026 | Apr 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 42 | 2 | 0.0% | — | 339 | +42 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 41 | 2 | 0.0% | 0.0% | 338 | -15 | -26.79% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 49 | 2 | 0.0% | 0.0% | 335 | -5 | -9.26% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | Added to | 35 | 2 | 0.0% | 0.0% | 337 | +2 | 6.06% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 343 | -1,132 | -97.42% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 30 | 1 | 0.0% | — | 352 | +30 | New | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | New | 30 | 1 | 0.0% | — | 354 | +30 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30 | 1 | 0.0% | — | 342 | +26 | 650.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 21 | 1 | 0.0% | — | 353 | +21 | New | Q1 2026 | May 14, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 345 | -19 | -46.34% | Q1 2026 | Apr 23, 2026 |
| SouthState Bank Corp | History | Added to | 27 | 1 | 0.0% | — | 341 | +18 | 200.0% | Q1 2026 | May 05, 2026 |
| Manchester Capital Management LLC | History | Added to | 26 | 1 | 0.0% | 0.0% | 344 | +8 | 44.44% | Q1 2026 | May 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 18 | 1 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MTM Investment Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Navigoe, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -363,372 | -100.0% | Q1 2026 | May 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -148,655 | -100.0% | Q1 2026 | May 06, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -102,566 | -100.0% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -95,302 | -100.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -93,606 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,217 | -100.0% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.02% | — | -30,939 | -100.0% | Q1 2026 | May 14, 2026 |
| Vest Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,559 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,840 | -100.0% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,663 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -8,080 | -100.0% | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,977 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,685 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,468 | -100.0% | Q1 2026 | May 12, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,139 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,328 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,975 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,655 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,516 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,227 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,074 | -100.0% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,883 | -100.0% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,533 | -100.0% | Q1 2026 | May 15, 2026 |
| Alhambra Investment Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,369 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -3,287 | -100.0% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,234 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 1.32% | — | -3,210 | -100.0% | Q1 2026 | Apr 07, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,152 | -100.0% | Q1 2026 | May 05, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -955 | -100.0% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q1 2026 | May 06, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | May 01, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -29 | -72.5% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Operose Advisors LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 14 | 0 | — | 0.0% | — | -13 | -48.15% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 17, 2026 |
| Hughes Financial Services, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 29, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -4 | -21.05% | Q1 2026 | May 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 15 | 0 | — | — | — | +3 | 25.0% | Q1 2026 | Apr 14, 2026 |
| Quaker Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 10, 2026 |
| Blue Trust, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 20, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 13 | 0 | — | — | — | +1 | 8.33% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Triumph Capital Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 17 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |