EverQuote, Inc. - EVER
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.
Details.
Rows: 0
| 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 | 2,221,494 | 59,980 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 3,497,509 | 53,931 | 0.0% | 0.0% | 2 | +190,003 | 5.74% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,344,838 | 20,726 | 0.03% | 0.04% | 3 | +507,910 | 60.69% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,283,327 | 19,789 | 0.0% | 0.0% | 4 | +975,201 | 316.49% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,218,683 | 18,792 | 0.0% | — | 5 | +1,218,683 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 941,467 | 14,517 | 0.02% | 0.03% | 6 | +211,360 | 28.95% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 912,964 | 14,077 | 0.0% | — | 7 | +912,964 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 869,806 | 13,412 | 0.01% | 0.02% | 8 | +223,018 | 34.48% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 909,877 | 13,411 | 0.02% | 0.03% | 9 | +293,160 | 47.54% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 775,262 | 11,954 | 0.0% | 0.01% | 10 | +58,207 | 8.12% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 743,869 | 11,470 | 0.01% | 0.01% | 11 | +13,276 | 1.82% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 695,716 | 10,728 | 0.0% | 0.0% | 12 | +190,438 | 37.69% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 691,168 | 10,659 | 0.0% | 0.0% | 14 | -50,313 | -6.79% | Q1 2026 | May 15, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 691,266 | 10,659 | 0.34% | 0.6% | 13 | -29,420 | -4.08% | Q1 2026 | May 04, 2026 |
| STATE STREET CORP | History | Added to | 688,739 | 10,620 | 0.0% | 0.0% | 15 | +88,790 | 14.8% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 577,115 | 8,899 | 0.0% | 0.01% | 16 | -12,885 | -2.18% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 575,186 | 8,869 | 0.0% | 0.0% | 17 | +312,395 | 118.88% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 519,707 | 8,013 | 0.01% | 0.03% | 18 | -355,995 | -40.65% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 495,946 | 7,647 | 0.01% | 0.04% | 19 | -405,261 | -44.97% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 462,608 | 7,133 | 0.0% | 0.0% | 20 | +211,554 | 84.27% | Q1 2026 | May 05, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 411,606 | 6,346 | 0.31% | 0.54% | 21 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Added to | 403,300 | 6,218 | 3.72% | 2.02% | 22 | +268,819 | 199.89% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 353,600 | 5,452 | 0.2% | 0.35% | 23 | -12,200 | -3.34% | Q1 2026 | Apr 21, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 336,397 | 5,187 | 0.0% | 0.0% | 24 | +2,007 | 0.6% | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | Added to | 246,253 | 4,708 | 0.13% | 0.28% | 25 | +707 | 0.29% | Q1 2026 | May 14, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Added to | 304,110 | 4,689 | 1.3% | 0.68% | 26 | +266,101 | 700.1% | Q1 2026 | May 15, 2026 |
| Toronado Partners, LLC | History | Added to | 297,024 | 4,580 | 8.64% | 7.49% | 27 | +6,475 | 2.23% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 283,624 | 4,373 | 0.0% | 0.0% | 28 | +55,901 | 24.55% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 258,513 | 3,986 | 0.0% | 0.0% | 29 | +4,351 | 1.71% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Added to | 256,673 | 3,957 | 0.0% | 0.01% | 30 | +10,934 | 4.45% | Q1 2026 | May 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 237,501 | 3,662 | 0.02% | — | 31 | +237,501 | New | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 231,957 | 3,576 | 0.01% | 0.01% | 32 | -20,000 | -7.94% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 228,400 | 3,521 | 0.1% | 0.17% | 33 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 224,707 | 3,464 | 0.0% | 0.0% | 34 | -7,224 | -3.11% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 224,639 | 3,455 | 0.0% | 0.01% | 35 | -631,798 | -73.77% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 223,777 | 3,450 | 0.0% | 0.0% | 36 | -374,829 | -62.62% | Q1 2026 | Apr 30, 2026 |
| S SQUARED TECHNOLOGY, LLC | History | Added to | 223,148 | 3,440 | 1.3% | 0.79% | 37 | +147,101 | 193.43% | Q1 2026 | May 15, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 217,075 | 3,347 | 0.53% | 0.95% | 38 | -14,349 | -6.2% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 203,506 | 3,138 | 0.0% | 0.0% | 39 | -97,313 | -32.35% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 195,082 | 3,008 | 0.01% | 0.02% | 40 | -56,916 | -22.59% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 109,430 | 2,954 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 189,952 | 2,929 | 0.0% | — | 42 | +189,952 | New | Q1 2026 | May 08, 2026 |
| CSM Advisors, LLC | History | Reduced | 176,395 | 2,720 | 0.07% | 0.13% | 43 | -695 | -0.39% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 169,953 | 2,620 | 0.0% | 0.0% | 44 | -16,358 | -8.78% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 166,415 | 2,566 | 0.0% | 0.0% | 45 | +66,770 | 67.01% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 165,919 | 2,558 | 0.0% | 0.0% | 46 | +78,120 | 88.98% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 157,770 | 2,432 | 0.0% | 0.0% | 47 | +131,548 | 501.67% | Q1 2026 | May 11, 2026 |
| OP Asset Management Ltd | History | Reduced | 156,273 | 2,409 | 0.03% | 0.07% | 48 | -56,734 | -26.63% | Q1 2026 | Apr 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 153,894 | 2,373 | 0.0% | 0.0% | 49 | +83,380 | 118.25% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 145,887 | 2,249 | 0.0% | 0.0% | 50 | +100,645 | 222.46% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 140,810 | 2,171 | 0.0% | — | 51 | +140,810 | New | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 139,427 | 2,149 | 0.0% | 0.0% | 52 | +62,754 | 81.85% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 137,574 | 2,121 | 0.0% | 0.0% | 53 | +94,467 | 219.15% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 137,071 | 2,113 | 0.0% | 0.0% | 54 | +8,455 | 6.57% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 129,039 | 1,989 | 0.02% | 0.02% | 55 | +65,979 | 104.63% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 128,641 | 1,983 | 0.03% | 0.01% | 56 | +109,107 | 558.55% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 128,116 | 1,975 | 0.11% | 0.04% | 57 | +102,813 | 406.33% | Q1 2026 | May 07, 2026 |
| SG Americas Securities, LLC | History | Reduced | 127,598 | 1,968 | 0.0% | 0.01% | 58 | -117,339 | -47.91% | Q1 2026 | Apr 16, 2026 |
| Jackson Creek Investment Advisors LLC | History | Added to | 121,837 | 1,879 | 0.55% | 0.51% | 59 | +57,984 | 90.81% | Q1 2026 | May 05, 2026 |
| Amundi | History | Added to | 119,848 | 1,848 | 0.0% | 0.0% | 60 | +79,700 | 198.52% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 116,233 | 1,792 | 0.01% | 0.02% | 61 | +51,096 | 78.44% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 116,209 | 1,791 | 0.0% | 0.01% | 62 | -322,959 | -73.54% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 115,013 | 1,773 | 0.0% | 0.0% | 63 | +82,579 | 254.61% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 114,100 | 1,759 | 0.0% | 0.0% | 64 | -113,128 | -49.79% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 99,131 | 1,528 | 0.13% | 0.11% | 65 | +53,303 | 116.31% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 93,666 | 1,444 | 0.0% | 0.0% | 66 | +46,158 | 97.16% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 92,586 | 1,427 | 0.01% | 0.01% | 67 | +34,121 | 58.36% | Q1 2026 | Apr 30, 2026 |
| Occam Crest Management LP | History | New | 90,000 | 1,387 | 0.84% | — | 68 | +90,000 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 87,704 | 1,352 | 0.0% | 0.0% | 69 | -2,129 | -2.37% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | New | 86,761 | 1,337 | 0.0% | — | 70 | +86,761 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 49,200 | 1,328 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 76,116 | 1,176 | 0.0% | 0.0% | 72 | +10,386 | 15.8% | Q1 2026 | May 08, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 75,374 | 1,162 | 0.31% | 0.29% | 73 | +35,518 | 89.12% | Q1 2026 | May 12, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | New | 74,422 | 1,147 | 0.01% | — | 74 | +74,422 | New | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 69,803 | 1,107 | 0.02% | 0.01% | 75 | +30,250 | 76.48% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 70,422 | 1,086 | 0.07% | 0.02% | 76 | +60,219 | 590.21% | Q1 2026 | May 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 69,502 | 1,071 | 0.01% | 0.01% | 77 | +3,221 | 4.86% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 64,581 | 995 | 0.0% | 0.0% | 78 | -4,913 | -7.07% | Q1 2026 | May 08, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 63,900 | 985 | 0.16% | 0.04% | 79 | +53,900 | 539.0% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Reduced | 63,213 | 974 | 0.0% | 0.0% | 80 | -3,833 | -5.72% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 61,724 | 965 | 0.0% | 0.0% | 81 | +31,281 | 102.75% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 60,404 | 931 | 0.0% | 0.0% | 82 | +7,959 | 15.18% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 58,500 | 902 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | Added to | 57,365 | 884 | 0.0% | 0.0% | 84 | +11,274 | 24.46% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 57,274 | 883 | 0.0% | 0.0% | 85 | +26,821 | 88.07% | Q1 2026 | May 12, 2026 |
| Clearline Capital LP | History | New | 53,724 | 828 | 0.04% | — | 86 | +53,724 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 52,464 | 808 | 0.0% | 0.0% | 87 | +3,321 | 6.76% | Q1 2026 | May 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 49,969 | 770 | 0.12% | 0.21% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 49,579 | 764 | 0.0% | 0.01% | 89 | -2,256 | -4.35% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 48,848 | 753 | 0.01% | 0.01% | 90 | -5,359 | -9.89% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 43,846 | 676 | 0.0% | 0.0% | 91 | +20,852 | 90.68% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 43,202 | 666 | 0.0% | 0.01% | 92 | -5,122 | -10.6% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 42,750 | 659 | 0.0% | 0.0% | 93 | +18,720 | 77.9% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | New | 42,713 | 658 | 0.0% | — | 94 | +42,713 | New | Q1 2026 | May 15, 2026 |
| FORMULA GROWTH LTD | History | New | 40,000 | 616 | 0.28% | — | 95 | +40,000 | New | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 39,123 | 603 | 0.0% | 0.0% | 96 | +12,415 | 46.48% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Reduced | 37,000 | 570 | 0.01% | 0.02% | 97 | -17,538 | -32.16% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 36,733 | 566 | 0.0% | 0.0% | 98 | +1,132 | 3.18% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,565 | 563 | 0.0% | 0.0% | 99 | -360 | -0.97% | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 36,454 | 562 | 0.02% | 0.03% | 100 | +6,143 | 20.27% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 35,418 | 554 | 0.0% | 0.0% | 101 | -22,863 | -39.23% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 33,485 | 516 | 0.05% | 0.2% | 102 | -53,232 | -61.39% | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 33,382 | 514 | 0.01% | 0.03% | 103 | -5,255 | -13.6% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 33,303 | 513 | 0.0% | 0.0% | 104 | -34,487 | -50.87% | Q1 2026 | May 14, 2026 |
| WINMILL & CO. INC | History | New | 32,400 | 499 | 0.14% | — | 105 | +32,400 | New | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 32,004 | 494 | 0.0% | — | 106 | +32,004 | New | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 31,253 | 482 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,673 | 481 | 0.0% | 0.0% | 108 | +27,483 | 655.92% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 30,035 | 463 | 0.0% | 0.0% | 109 | +11,287 | 60.2% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Reduced | 29,917 | 461 | 0.0% | 0.0% | 110 | -11,671 | -28.06% | Q1 2026 | May 15, 2026 |
| J.M. Arbour, LLC | History | Added to | 29,891 | 460 | 0.44% | 0.64% | 111 | +6,089 | 25.58% | Q1 2026 | Apr 21, 2026 |
| MBL Wealth, LLC | History | Reduced | 29,507 | 454 | 0.03% | 0.06% | 112 | -518 | -1.73% | Q1 2026 | Apr 28, 2026 |
| Diametric Capital, LP | History | New | 28,979 | 446 | 0.12% | — | 113 | +28,979 | New | Q1 2026 | May 15, 2026 |
| AVIVA PLC | History | Added to | 28,918 | 445 | 0.0% | 0.0% | 114 | +10,141 | 54.01% | Q1 2026 | May 14, 2026 |
| Horizon Investment Services, LLC | History | Added to | 28,785 | 443 | 0.15% | 0.25% | 115 | +3,448 | 13.61% | Q1 2026 | May 15, 2026 |
| Watershed Asset Management, L.L.C. | History | Added to | 28,241 | 435 | 0.45% | 0.43% | 116 | +11,112 | 64.87% | Q1 2026 | May 06, 2026 |
| Freestone Grove Partners LP | History | Reduced | 28,109 | 433 | 0.0% | 0.03% | 117 | -137,771 | -83.05% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 28,035 | 432 | 0.0% | 0.0% | 118 | -17,087 | -37.87% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 28,043 | 432 | 0.0% | 0.0% | 119 | +15,246 | 119.14% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 28,033 | 432 | 0.0% | 0.0% | 120 | -218 | -0.77% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 27,320 | 421 | 0.0% | 0.0% | 121 | +9,442 | 52.81% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,112 | 418 | 0.0% | 0.01% | 122 | +1,155 | 4.45% | Q1 2026 | Apr 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 25,945 | 400 | 0.01% | 0.01% | 123 | +12,335 | 90.63% | Q1 2026 | May 04, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 25,214 | 388 | 0.18% | 0.38% | 124 | -4,791 | -15.97% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | New | 25,120 | 387 | 0.0% | — | 125 | +25,120 | New | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | No change | 24,300 | 374 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legal & General Group Plc | History | Reduced | 23,498 | 362 | 0.0% | 0.0% | 127 | -2,921 | -11.06% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,400 | 360 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BOKF, NA | History | Added to | 23,259 | 358 | 0.01% | 0.0% | 129 | +14,120 | 154.5% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,194 | 342 | 0.0% | 0.0% | 130 | +12,608 | 131.53% | Q1 2026 | Apr 27, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 21,330 | 328 | 0.05% | — | 131 | +21,330 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 20,800 | 320 | 0.0% | 0.01% | 132 | -148,534 | -87.72% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 19,723 | 304 | 0.0% | 0.01% | 133 | -46,264 | -70.11% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 19,009 | 293 | 0.0% | 0.0% | 134 | -9,617 | -33.6% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 18,241 | 281 | 0.0% | 0.0% | 135 | -9,107 | -33.3% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 17,986 | 277 | 0.0% | 0.0% | 136 | +8,899 | 97.93% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 18,001 | 277 | 0.0% | 0.0% | 137 | +1,856 | 11.5% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 17,927 | 276 | 0.0% | — | 138 | +17,927 | New | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 17,378 | 268 | 0.0% | 0.0% | 139 | +1,283 | 7.97% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,101 | 263 | 0.0% | 0.0% | 140 | -229 | -1.32% | Q1 2026 | May 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 16,147 | 248 | 0.02% | 0.02% | 141 | +7,026 | 77.03% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,902 | 245 | 0.0% | 0.0% | 142 | +2,559 | 19.18% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 8,684 | 234 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 15,045 | 231 | 0.0% | 0.0% | 144 | +4,800 | 46.85% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 14,313 | 220 | 0.02% | — | 145 | +14,313 | New | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | New | 13,483 | 207 | 0.01% | — | 147 | +13,483 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,474 | 207 | 0.0% | 0.0% | 146 | -58 | -0.43% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 13,400 | 206 | 0.0% | — | 148 | +13,400 | New | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,300 | 189 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,140 | 184 | 0.0% | 0.0% | 150 | -7,124 | -36.98% | Q1 2026 | Apr 08, 2026 |
| State of Wyoming | History | Added to | 11,845 | 182 | 0.02% | 0.02% | 151 | +3,690 | 45.25% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | New | 11,195 | 172 | 0.02% | — | 152 | +11,195 | New | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 10,921 | 167 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 10,560 | 162 | 0.0% | 0.01% | 154 | +1,125 | 11.92% | Q1 2026 | May 04, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 10,373 | 159 | 0.01% | 0.01% | 155 | +2,354 | 29.36% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 10,142 | 156 | 0.0% | 0.0% | 156 | -3,289 | -24.49% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,652 | 148 | 0.0% | 0.0% | 157 | -13,374 | -58.08% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,697 | 118 | 0.0% | 0.01% | 158 | -4,333 | -36.02% | Q1 2026 | Apr 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,650 | 117 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,983 | 107 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,919 | 106 | 0.0% | — | 161 | +6,919 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,178 | 79 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,339 | 51 | 0.0% | 0.0% | 163 | +2,457 | 278.57% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,079 | 48 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 3,054 | 47 | 0.0% | 0.0% | 165 | -85 | -2.71% | Q1 2026 | May 08, 2026 |
| Kemnay Advisory Services Inc. | History | New | 2,743 | 42 | 0.01% | — | 166 | +2,743 | New | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 2,661 | 41 | 0.0% | — | 167 | +2,661 | New | Q1 2026 | Apr 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,428 | 37 | 0.0% | 0.0% | 168 | -1,563 | -39.16% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,309 | 35 | 0.0% | 0.0% | 171 | +1,819 | 371.22% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,319 | 35 | 0.0% | 0.0% | 170 | -635 | -21.5% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,319 | 35 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,127 | 32 | 0.02% | 0.02% | 172 | +842 | 65.53% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 1,158 | 31 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 1,609 | 24 | 0.0% | 0.0% | 175 | +1,273 | 378.87% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 1,565 | 24 | 0.0% | 0.0% | 174 | +365 | 30.42% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Added to | 1,515 | 23 | 0.02% | 0.02% | 176 | +271 | 21.78% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,232 | 18 | 0.0% | 0.0% | 177 | +360 | 41.28% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,042 | 16 | 0.0% | 0.0% | 178 | +25 | 2.46% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 964 | 14 | 0.0% | 0.0% | 179 | +836 | 653.13% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 724 | 11 | 0.0% | 0.0% | 182 | -82 | -10.17% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 749 | 11 | 0.0% | 0.0% | 180 | +74 | 10.96% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 437 | 11 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | New | 655 | 10 | 0.0% | — | 185 | +655 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 710 | 10 | 0.0% | 0.0% | 183 | +192 | 37.07% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 660 | 10 | 0.0% | 0.0% | 184 | +174 | 35.8% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 642 | 9 | 0.0% | — | 186 | +625 | 3676.47% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | New | 600 | 9 | 0.0% | — | 188 | +600 | New | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 354 | 9 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BFSG, LLC | History | New | 538 | 8 | 0.0% | — | 189 | +538 | New | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 484 | 7 | 0.0% | — | 190 | +451 | 1366.67% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 400 | 6 | 0.0% | 0.01% | 193 | -1,529 | -79.26% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 406 | 6 | 0.0% | 0.0% | 194 | +299 | 279.44% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 416 | 6 | 0.0% | 0.0% | 191 | -67 | -13.87% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 382 | 5 | 0.0% | 0.0% | 195 | +313 | 453.62% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 326 | 5 | 0.0% | 0.0% | 196 | -62 | -15.98% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 272 | 4 | 0.0% | 0.03% | 197 | -3,336 | -92.46% | Q1 2026 | May 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 300 | 4 | 0.0% | — | 199 | +300 | New | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 275 | 4 | 0.0% | — | 198 | +275 | New | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 245 | 3 | 0.0% | — | 204 | +245 | New | Q1 2026 | May 01, 2026 |
| Marquette Asset Management, LLC | History | Added to | 258 | 3 | 0.0% | 0.0% | 202 | +89 | 52.66% | Q1 2026 | Apr 23, 2026 |
| Optiver Holding B.V. | History | Added to | 212 | 3 | 0.0% | 0.0% | 203 | +24 | 12.77% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 215 | 3 | 0.0% | 0.0% | 201 | -16 | -6.93% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 204 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 137 | 2 | 0.0% | — | 208 | +137 | New | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Added to | 156 | 2 | 0.0% | 0.0% | 207 | +105 | 205.88% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 163 | 2 | 0.0% | 0.0% | 205 | +30 | 22.56% | Q1 2026 | Apr 27, 2026 |
| Colonial Trust Co / SC | History | Added to | 146 | 2 | 0.0% | 0.0% | 206 | +18 | 14.06% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 209 | -3,237 | -97.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | New | 103 | 1 | 0.0% | — | 211 | +103 | New | Q1 2026 | Apr 07, 2026 |
| YANKCOM Partnership | History | No change | 110 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.08% | — | -291,334 | -100.0% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -217,362 | -100.0% | Q1 2026 | May 15, 2026 |
| Lisanti Capital Growth, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -142,710 | -100.0% | Q1 2026 | May 06, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -118,151 | -100.0% | Q1 2026 | May 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -88,769 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -66,800 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -54,629 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,586 | -100.0% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,311 | -100.0% | Q1 2026 | May 15, 2026 |
| G2 Investment Partners Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -37,000 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -32,649 | -100.0% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -29,191 | -100.0% | Q1 2026 | May 13, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -28,056 | -100.0% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.09% | — | -21,698 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,391 | -100.0% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,803 | -100.0% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,287 | -100.0% | Q1 2026 | May 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,365 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,223 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,683 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,120 | -100.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,109 | -100.0% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,213 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,037 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,971 | -100.0% | Q1 2026 | May 15, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -9,821 | -100.0% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,794 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,747 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,176 | -100.0% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -8,852 | -100.0% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,775 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.0% | — | -8,640 | -100.0% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -8,194 | -100.0% | Q1 2026 | May 01, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -8,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,114 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,997 | -100.0% | Q1 2026 | May 06, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -917 | -100.0% | Q1 2026 | May 08, 2026 |
| Torren Management, LLC | History | Reduced | 49 | 0 | — | 0.01% | — | -850 | -94.55% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -567 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -354 | -100.0% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 34 | 0 | — | 0.0% | — | -265 | -88.63% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 36 | 0 | — | 0.0% | — | -181 | -83.41% | Q1 2026 | Apr 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -62 | -86.11% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | New | 62 | 0 | — | — | — | +62 | New | Q1 2026 | May 06, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 12 | 0 | — | 0.0% | — | -43 | -78.18% | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 60 | 0 | — | — | — | +38 | 172.73% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | May 01, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -30 | -71.43% | Q1 2026 | Apr 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 19 | 0 | — | — | — | -11 | -36.67% | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |