Evercore Inc. - EVR
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 | 3,840,147 | 1,306,610 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 3,648,858 | 1,089,220 | 0.02% | 0.02% | 2 | +189,810 | 5.49% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,974,144 | 589,301 | 0.03% | — | 3 | +1,974,144 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,694,949 | 505,959 | 0.01% | — | 4 | +1,694,949 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,669,662 | 498,410 | 0.03% | 0.02% | 5 | +413,420 | 32.91% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,424,686 | 425,282 | 0.07% | 0.07% | 6 | +80,860 | 6.02% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,316,852 | 388,063 | 0.18% | 0.15% | 7 | +458,887 | 53.49% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,179,024 | 351,950 | 0.01% | 0.01% | 8 | +19,281 | 1.66% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,043,338 | 311,496 | 0.02% | 0.02% | 9 | +118,438 | 12.81% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 958,472 | 286,113 | 0.23% | 0.33% | 10 | -256,254 | -21.1% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 917,801 | 273,973 | 0.02% | 0.01% | 11 | +231,198 | 33.67% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 623,259 | 186,049 | 0.03% | 0.12% | 12 | -1,308,115 | -67.73% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 580,174 | 173,198 | 0.18% | 0.29% | 13 | -244,186 | -29.62% | Q1 2026 | May 11, 2026 |
| NORGES BANK | History | No change | 482,617 | 164,210 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 548,530 | 163,715 | 0.03% | 0.04% | 15 | +16,554 | 3.11% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 524,531 | 156,577 | 0.02% | 0.02% | 16 | +82,285 | 18.61% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 468,882 | 133,734 | 0.01% | 0.01% | 17 | +31,376 | 7.17% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 424,719 | 126,783 | 0.04% | 0.04% | 18 | +104,914 | 32.81% | Q1 2026 | May 05, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 401,833 | 119,951 | 0.6% | 0.73% | 19 | -19,735 | -4.68% | Q1 2026 | May 07, 2026 |
| Point72 Asset Management, L.P. | History | New | 390,584 | 116,593 | 0.15% | — | 20 | +390,584 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 369,040 | 110,162 | 0.14% | 0.02% | 21 | +322,934 | 700.42% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 357,164 | 106,617 | 0.01% | 0.01% | 22 | +36,729 | 11.46% | Q1 2026 | May 14, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 353,950 | 105,657 | 0.08% | 0.06% | 23 | +133,900 | 60.85% | Q1 2026 | May 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 331,109 | 98,839 | 0.33% | 0.32% | 24 | +55,034 | 19.93% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 326,665 | 97,513 | 0.01% | 0.02% | 25 | -290,667 | -47.08% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 319,237 | 95,295 | 0.02% | 0.02% | 26 | -866 | -0.27% | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 318,967 | 95,214 | 0.11% | 0.08% | 27 | +112,410 | 54.42% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 300,425 | 89,679 | 0.01% | 0.0% | 28 | +262,859 | 699.73% | Q1 2026 | May 15, 2026 |
| Paralel Advisors LLC | History | No change | 300,000 | 89,553 | 3.72% | 3.97% | 29 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Walleye Trading LLC | History | Added to | 296,600 | 88,538 | 0.15% | 0.01% | 30 | +285,426 | 2554.38% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 294,405 | 87,882 | 0.01% | 0.02% | 31 | -57,379 | -16.31% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 275,310 | 82,182 | 0.01% | 0.01% | 32 | +8,120 | 3.04% | Q1 2026 | May 15, 2026 |
| Artemis Investment Management LLP | History | Added to | 275,182 | 82,144 | 0.87% | 0.85% | 33 | +69,495 | 33.79% | Q1 2026 | Apr 13, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 259,808 | 77,555 | 1.06% | 1.09% | 34 | +14,746 | 6.02% | Q1 2026 | Apr 28, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 256,476 | 76,560 | 0.25% | 0.31% | 35 | -74,551 | -22.52% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 248,864 | 74,288 | 0.08% | 0.0% | 36 | +245,291 | 6865.13% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 239,104 | 71,374 | 0.02% | — | 37 | +239,104 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 234,689 | 70,056 | 0.01% | 0.01% | 38 | -6,921 | -2.86% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 232,571 | 69,424 | 0.04% | — | 39 | +232,571 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 223,375 | 66,679 | 0.01% | 0.01% | 40 | +110,133 | 97.25% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 198,770 | 59,334 | 0.04% | 0.04% | 41 | +7,784 | 4.08% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 190,927 | 54,456 | 0.04% | 0.04% | 42 | +22,587 | 13.42% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 175,633 | 52,428 | 0.09% | 0.08% | 43 | +62,154 | 54.77% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 173,860 | 51,898 | 0.08% | 0.01% | 44 | +160,260 | 1178.38% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 173,133 | 51,682 | 0.09% | 0.11% | 45 | -1,959 | -1.12% | Q1 2026 | May 14, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 165,966 | 49,542 | 0.84% | 0.86% | 46 | -2,708 | -1.61% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 161,805 | 48,300 | 0.04% | 0.05% | 47 | -307 | -0.19% | Q1 2026 | May 15, 2026 |
| Longaeva Partners L.P. | History | New | 157,263 | 46,944 | 1.74% | — | 48 | +157,263 | New | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 155,769 | 46,498 | 0.01% | 0.01% | 49 | -11,021 | -6.61% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 144,432 | 43,114 | 0.18% | — | 50 | +144,432 | New | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 141,624 | 42,276 | 0.07% | 0.11% | 51 | -70,118 | -33.11% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 136,010 | 40,883 | 0.12% | 0.03% | 52 | +122,502 | 906.88% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 133,903 | 39,971 | 0.01% | 0.01% | 53 | -18,692 | -12.25% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 127,872 | 38,171 | 0.02% | 0.01% | 54 | +34,817 | 37.42% | Q1 2026 | May 18, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 126,617 | 37,796 | 0.37% | 0.33% | 55 | +30,669 | 31.96% | Q1 2026 | May 12, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 123,525 | 36,873 | 1.16% | 1.03% | 56 | +23,215 | 23.14% | Q1 2026 | May 14, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 118,857 | 35,480 | 2.13% | 2.48% | 57 | -800 | -0.67% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 116,040 | 34,639 | 0.02% | 0.02% | 58 | +29,520 | 34.12% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 109,630 | 32,725 | 0.03% | — | 59 | +109,630 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 108,585 | 32,413 | 0.03% | 0.0% | 60 | +99,474 | 1091.8% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 108,256 | 32,315 | 0.24% | 0.2% | 61 | +35,817 | 49.44% | Q1 2026 | May 15, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Reduced | 107,968 | 32,229 | 1.07% | 1.22% | 62 | -2,423 | -2.19% | Q1 2026 | Apr 22, 2026 |
| Holocene Advisors, LP | History | Reduced | 107,831 | 32,188 | 0.08% | 0.17% | 63 | -131,769 | -55.0% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 106,178 | 31,695 | 0.03% | 0.01% | 64 | +65,239 | 159.36% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 103,006 | 30,748 | 0.03% | 0.0% | 65 | +100,422 | 3886.3% | Q1 2026 | Apr 16, 2026 |
| Retirement Systems of Alabama | History | Added to | 100,589 | 30,026 | 0.1% | 0.11% | 66 | +997 | 1.0% | Q1 2026 | Apr 24, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 100,437 | 29,981 | 0.03% | 0.03% | 67 | +1,806 | 1.83% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 100,242 | 29,728 | 0.01% | 0.02% | 68 | -46,437 | -31.66% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 97,576 | 29,127 | 0.0% | 0.0% | 69 | +84,880 | 668.56% | Q1 2026 | May 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 100,148 | 28,564 | 0.07% | 0.07% | 70 | -3,674 | -3.54% | Q1 2026 | May 07, 2026 |
| PEAK6 LLC | History | New | 95,438 | 28,489 | 0.07% | — | 71 | +95,438 | New | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 94,874 | 28,320 | 0.13% | 0.08% | 72 | +20,823 | 28.12% | Q1 2026 | May 14, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 91,902 | 27,434 | 0.09% | 0.4% | 73 | -289,999 | -75.94% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 90,438 | 26,996 | 0.12% | 0.13% | 74 | -17,987 | -16.59% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 89,900 | 26,836 | 0.04% | — | 75 | +89,900 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 88,415 | 26,392 | 0.33% | 0.16% | 76 | +49,810 | 129.02% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 87,293 | 26,057 | 0.01% | 0.01% | 77 | +2,434 | 2.87% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 86,286 | 25,757 | 0.01% | 0.01% | 78 | +1,807 | 2.14% | Q1 2026 | May 04, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 85,197 | 25,432 | 0.14% | 0.14% | 79 | +6,392 | 8.11% | Q1 2026 | Apr 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 83,303 | 24,866 | 0.01% | 0.02% | 80 | -27,861 | -25.06% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 78,241 | 23,345 | 0.03% | 0.01% | 81 | +52,568 | 204.76% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Added to | 76,560 | 22,853 | 0.01% | 0.02% | 82 | +480 | 0.63% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 75,958 | 22,674 | 0.01% | 0.08% | 83 | -464,488 | -85.95% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 75,135 | 22,428 | 0.02% | 0.05% | 84 | -105,169 | -58.33% | Q1 2026 | May 14, 2026 |
| Junto Capital Management LP | History | Reduced | 74,760 | 22,316 | 0.47% | 1.66% | 85 | -147,235 | -66.32% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 74,402 | 22,210 | 0.02% | 0.02% | 86 | +12,967 | 21.11% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 73,400 | 21,910 | 0.01% | 0.01% | 87 | +8 | 0.01% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 72,919 | 21,767 | 0.01% | 0.01% | 88 | +2,755 | 3.93% | Q1 2026 | May 06, 2026 |
| ProShare Advisors LLC | History | Reduced | 70,116 | 20,930 | 0.03% | 0.06% | 89 | -34,554 | -33.01% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 61,043 | 20,769 | 0.01% | 0.01% | 90 | -356 | -0.58% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 66,537 | 19,861 | 0.12% | 0.3% | 92 | -133,959 | -66.81% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 66,536 | 19,861 | 0.01% | 0.01% | 91 | +1,241 | 1.9% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Added to | 64,882 | 19,368 | 0.08% | 0.0% | 93 | +61,000 | 1571.35% | Q1 2026 | May 14, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 63,080 | 18,830 | 0.06% | 0.06% | 94 | +4,945 | 8.51% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 61,453 | 18,344 | 0.03% | 0.02% | 95 | +12,510 | 25.56% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | New | 61,316 | 18,303 | 0.15% | — | 96 | +61,316 | New | Q1 2026 | Apr 24, 2026 |
| GW&K Investment Management, LLC | History | Added to | 59,232 | 17,681 | 0.16% | 0.16% | 97 | +3,233 | 5.77% | Q1 2026 | May 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 58,508 | 17,465 | 0.08% | 0.09% | 98 | -1,419 | -2.37% | Q1 2026 | May 07, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 57,450 | 17,149 | 0.73% | 0.82% | 99 | -836 | -1.43% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 57,094 | 17,043 | 0.01% | 0.0% | 100 | +43,414 | 317.35% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 56,997 | 17,014 | 0.04% | 0.05% | 101 | -6,498 | -10.23% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 55,954 | 16,700 | 0.0% | 0.0% | 102 | +1,199 | 2.19% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 55,529 | 16,575 | 0.0% | 0.0% | 103 | +45,162 | 435.63% | Q1 2026 | May 15, 2026 |
| CCM INVESTMENT ADVISERS LLC | History | Reduced | 54,963 | 16,407 | 1.57% | 1.82% | 104 | -899 | -1.61% | Q1 2026 | May 20, 2026 |
| Legal & General Group Plc | History | Reduced | 54,895 | 16,386 | 0.0% | 0.0% | 105 | -4,970 | -8.3% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Reduced | 54,882 | 16,382 | 0.06% | 0.07% | 106 | -1 | -0.0% | Q1 2026 | Apr 24, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 54,206 | 16,181 | 0.24% | 0.28% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 52,890 | 15,788 | 0.16% | 0.14% | 108 | +15,463 | 41.32% | Q1 2026 | May 15, 2026 |
| MARSICO CAPITAL MANAGEMENT LLC | History | No change | 50,839 | 15,175 | 0.45% | 0.48% | 109 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 50,118 | 14,960 | 0.11% | 0.08% | 110 | -3,520 | -6.56% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | New | 50,083 | 14,950 | 0.06% | — | 111 | +50,083 | New | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Added to | 48,822 | 14,573 | 0.1% | 0.12% | 112 | +2,046 | 4.37% | Q1 2026 | May 15, 2026 |
| Empire Life Investments Inc. | History | Reduced | 47,292 | 14,248 | 0.87% | 1.0% | 113 | -5,049 | -9.65% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 47,313 | 14,123 | 0.0% | 0.0% | 114 | +14,249 | 43.1% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 46,909 | 14,003 | 0.03% | 0.03% | 115 | -1,253 | -2.6% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 46,000 | 13,731 | 0.0% | 0.0% | 116 | -842 | -1.8% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 45,433 | 13,562 | 0.01% | 0.0% | 117 | +37,219 | 453.12% | Q1 2026 | May 12, 2026 |
| Interval Partners, LP | History | Reduced | 45,114 | 13,466 | 0.35% | 0.43% | 118 | -26,271 | -36.8% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 44,866 | 13,392 | 0.01% | 0.01% | 119 | +8,343 | 22.84% | Q1 2026 | May 15, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 44,475 | 13,276 | 0.08% | 0.1% | 120 | -9,432 | -17.5% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 43,669 | 12,977 | 0.02% | 0.0% | 121 | +245 | 0.56% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 41,268 | 12,318 | 0.05% | — | 122 | +41,268 | New | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 40,869 | 12,199 | 0.0% | 0.0% | 123 | +14,682 | 56.07% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 40,780 | 12,173 | 0.05% | 0.06% | 124 | +70 | 0.17% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 40,337 | 12,040 | 0.01% | 0.01% | 125 | +19,987 | 98.22% | Q1 2026 | May 13, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 39,605 | 11,823 | 1.22% | 1.33% | 126 | -500 | -1.25% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 39,349 | 11,746 | 0.03% | 0.03% | 127 | +11,622 | 41.92% | Q1 2026 | May 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 38,798 | 11,581 | 0.43% | 0.43% | 128 | -2,048 | -5.01% | Q1 2026 | Apr 23, 2026 |
| Morse Asset Management, Inc | History | Reduced | 38,455 | 11,479 | 2.39% | 2.63% | 129 | -219 | -0.57% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 36,343 | 10,848 | 0.02% | 0.02% | 130 | -325 | -0.89% | Q1 2026 | May 08, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 36,151 | 10,791 | 0.53% | 0.64% | 131 | -1,244 | -3.33% | Q1 2026 | Apr 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 35,989 | 10,743 | 0.01% | 0.01% | 132 | +1,291 | 3.72% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 35,712 | 10,660 | 0.03% | 0.04% | 133 | -369 | -1.02% | Q1 2026 | May 14, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 35,668 | 10,647 | 0.78% | 1.82% | 134 | -47,234 | -56.98% | Q1 2026 | May 15, 2026 |
| Cander Asset Management LP | History | New | 35,610 | 10,629 | 1.91% | — | 135 | +35,610 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 34,792 | 10,385 | 0.01% | — | 136 | +34,792 | New | Q1 2026 | May 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 34,507 | 10,300 | 0.15% | — | 137 | +34,507 | New | Q1 2026 | May 22, 2026 |
| Prana Capital Management, LP | History | Added to | 34,376 | 10,261 | 0.31% | 0.27% | 138 | +12,327 | 55.91% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 34,308 | 10,241 | 0.01% | 0.01% | 139 | -2,557 | -6.94% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 33,949 | 10,134 | 0.01% | 0.02% | 140 | -1,431 | -4.04% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 32,577 | 9,724 | 0.12% | 0.09% | 141 | +10,943 | 50.58% | Q1 2026 | Apr 21, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 32,471 | 9,692 | 0.05% | 0.06% | 142 | -2,743 | -7.79% | Q1 2026 | May 26, 2026 |
| XTX Topco Ltd | History | New | 32,349 | 9,656 | 0.17% | — | 143 | +32,349 | New | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 31,925 | 9,530 | 0.66% | 0.69% | 144 | +1,221 | 3.98% | Q1 2026 | Apr 28, 2026 |
| Trexquant Investment LP | History | Added to | 30,884 | 9,219 | 0.07% | 0.03% | 145 | +19,997 | 183.68% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Reduced | 30,815 | 9,198 | 0.14% | 0.2% | 146 | -6,716 | -17.89% | Q1 2026 | May 08, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 30,416 | 9,079 | 0.3% | 0.32% | 147 | -1,630 | -5.09% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 29,884 | 8,972 | 0.01% | 0.01% | 148 | +3,821 | 14.66% | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 29,805 | 8,897 | 0.52% | 0.67% | 149 | -3,352 | -10.11% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 28,732 | 8,576 | 0.03% | 0.06% | 150 | -27,302 | -48.72% | Q1 2026 | May 08, 2026 |
| FIL Ltd | History | New | 28,106 | 8,389 | 0.01% | — | 151 | +28,106 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 27,364 | 8,176 | 0.01% | 0.02% | 152 | +432 | 1.6% | Q1 2026 | May 14, 2026 |
| Channing Capital Management, LLC | History | Reduced | 27,362 | 8,167 | 0.21% | 1.92% | 153 | -192,366 | -87.55% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 26,644 | 7,953 | 0.01% | 0.01% | 154 | -2,495 | -8.56% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 26,274 | 7,842 | 0.0% | 0.0% | 155 | +3,087 | 13.31% | Q1 2026 | May 06, 2026 |
| Entropy Technologies, LP | History | New | 25,911 | 7,734 | 0.36% | — | 156 | +25,911 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 25,207 | 7,524 | 0.01% | 0.0% | 157 | +10,736 | 74.19% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 25,157 | 7,509 | 0.02% | 0.01% | 158 | +12,039 | 91.77% | Q1 2026 | May 08, 2026 |
| Sarasin & Partners LLP | History | No change | 25,000 | 7,462 | 0.09% | 0.09% | 159 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Twin Tree Management, LP | History | New | 24,535 | 7,323 | 0.15% | — | 160 | +24,535 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 26,006 | 7,257 | 0.0% | 0.0% | 161 | +24,305 | 1428.87% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 24,130 | 7,203 | 0.01% | 0.03% | 162 | -20,089 | -45.43% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Added to | 24,089 | 7,190 | 0.22% | 0.07% | 163 | +17,676 | 275.63% | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | Added to | 23,101 | 6,895 | 0.85% | 1.03% | 164 | +10,634 | 85.3% | Q1 2026 | May 06, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 23,049 | 6,880 | 0.1% | 0.05% | 165 | +12,950 | 128.23% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 22,645 | 6,759 | 0.02% | 0.01% | 166 | +17,303 | 323.9% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 22,497 | 6,715 | 0.03% | 0.1% | 167 | -73,809 | -76.64% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 22,057 | 6,584 | 0.01% | 0.01% | 168 | -1,137 | -4.9% | Q1 2026 | May 01, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 19,000 | 6,464 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 21,641 | 6,460 | 0.08% | 0.09% | 170 | -324 | -1.48% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 21,401 | 6,388 | 0.01% | 0.03% | 171 | -49,727 | -69.91% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,068 | 6,363 | 0.01% | 0.01% | 172 | +7,109 | 47.52% | Q1 2026 | Apr 08, 2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC | History | Reduced | 21,210 | 6,331 | 4.98% | 5.3% | 173 | -3,900 | -15.53% | Q1 2026 | Apr 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 21,010 | 6,271 | 0.21% | 0.17% | 174 | -502 | -2.33% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 20,929 | 6,247 | 0.01% | 0.01% | 175 | +11,702 | 126.82% | Q1 2026 | May 01, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 20,800 | 6,209 | 0.0% | 0.0% | 176 | +5,000 | 31.65% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 20,676 | 6,171 | 0.02% | 0.03% | 177 | -112 | -0.54% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 20,319 | 6,065 | 0.19% | 0.12% | 178 | -323 | -1.56% | Q1 2026 | Apr 29, 2026 |
| NATIXIS | History | New | 19,444 | 5,804 | 0.02% | — | 179 | +19,444 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 18,998 | 5,671 | 0.03% | 0.03% | 180 | +129 | 0.68% | Q1 2026 | May 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 18,222 | 5,439 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 17,781 | 5,307 | 0.77% | — | 182 | +17,781 | New | Q1 2026 | May 07, 2026 |
| AMALGAMATED BANK | History | Added to | 17,615 | 5,258 | 0.04% | 0.04% | 183 | +252 | 1.45% | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 17,527 | 5,231 | 0.01% | 0.01% | 184 | -10,033 | -36.4% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 17,242 | 5,146 | 0.04% | 0.05% | 185 | -882 | -4.87% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,048 | 5,089 | 0.07% | 0.08% | 186 | +553 | 3.35% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 16,919 | 5,050 | 0.06% | 0.0% | 187 | +15,972 | 1686.59% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 16,789 | 5,011 | 0.01% | 0.0% | 188 | +12,015 | 251.68% | Q1 2026 | May 12, 2026 |
| Waratah Capital Advisors Ltd. | History | Reduced | 16,581 | 4,949 | 0.19% | 0.31% | 189 | -10,429 | -38.61% | Q1 2026 | May 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 16,460 | 4,913 | 0.07% | 0.06% | 190 | +2,253 | 15.86% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 16,372 | 4,887 | 0.03% | 0.03% | 191 | -205 | -1.24% | Q1 2026 | Apr 30, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 16,137 | 4,817 | 0.48% | 0.51% | 192 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 16,100 | 4,806 | 0.01% | 0.0% | 193 | +2,300 | 16.67% | Q1 2026 | May 15, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 16,090 | 4,803 | 0.23% | 0.4% | 194 | -8,105 | -33.5% | Q1 2026 | Apr 27, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 15,868 | 4,736 | 0.01% | 0.01% | 195 | +2,972 | 23.05% | Q1 2026 | May 15, 2026 |
| Centric Wealth Management | History | Reduced | 14,764 | 4,710 | 0.94% | 1.11% | 196 | -76 | -0.51% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 15,711 | 4,689 | 0.0% | — | 197 | +15,711 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 15,673 | 4,678 | 0.04% | 0.04% | 198 | +95 | 0.61% | Q1 2026 | Apr 29, 2026 |
| SYON CAPITAL LLC | History | Reduced | 15,625 | 4,664 | 0.23% | 0.33% | 199 | -3,883 | -19.9% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 15,213 | 4,541 | 0.01% | 0.0% | 200 | +7,729 | 103.27% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 15,090 | 4,504 | 0.02% | 0.03% | 201 | -136 | -0.89% | Q1 2026 | May 08, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 15,000 | 4,477 | 0.01% | — | 203 | +15,000 | New | Q1 2026 | Apr 21, 2026 |
| Harbor Advisors LLC | History | No change | 15,000 | 4,477 | 0.65% | 0.77% | 202 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 14,822 | 4,424 | 0.05% | 0.06% | 204 | -1,275 | -7.92% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,802 | 4,418 | 0.01% | 0.0% | 205 | +6,415 | 76.49% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 14,734 | 4,398 | 0.01% | 0.02% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 12,830 | 4,365 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EFG International AG | History | Reduced | 14,483 | 4,323 | 0.09% | 0.18% | 208 | -12,338 | -46.0% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 14,457 | 4,315 | 0.09% | 0.18% | 209 | -28,143 | -66.06% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 14,272 | 4,260 | 0.24% | — | 210 | +14,272 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 14,147 | 4,223 | 0.01% | 0.01% | 211 | +1,660 | 13.29% | Q1 2026 | May 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 13,834 | 4,129 | 0.03% | 0.07% | 212 | -12,300 | -47.07% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 13,563 | 4,048 | 0.34% | 0.41% | 213 | -875 | -6.06% | Q1 2026 | May 15, 2026 |
| TREMBLANT CAPITAL GROUP | History | Reduced | 13,481 | 4,024 | 0.13% | 1.26% | 214 | -132,165 | -90.74% | Q1 2026 | May 15, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | New | 12,947 | 3,864 | 0.71% | — | 215 | +12,947 | New | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,945 | 3,862 | 0.01% | 0.01% | 216 | +1,588 | 13.98% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 12,554 | 3,747 | 0.01% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 12,453 | 3,717 | 0.04% | 0.04% | 218 | +521 | 4.37% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 12,402 | 3,702 | 0.0% | 0.0% | 219 | +409 | 3.41% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Added to | 11,989 | 3,654 | 0.04% | 0.0% | 220 | +11,093 | 1238.06% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Added to | 12,174 | 3,634 | 0.0% | 0.0% | 221 | +2,775 | 29.52% | Q1 2026 | May 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 11,836 | 3,533 | 0.03% | 0.03% | 222 | +1,100 | 10.25% | Q1 2026 | May 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,728 | 3,500 | 0.04% | 0.05% | 223 | -573 | -4.66% | Q1 2026 | Apr 24, 2026 |
| SRH ADVISORS, LLC | History | No change | 11,525 | 3,440 | 0.98% | 1.13% | 224 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CX Institutional | History | New | 11,376 | 3,396 | 0.1% | — | 225 | +11,376 | New | Q1 2026 | Apr 06, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 11,200 | 3,343 | 0.06% | 0.06% | 226 | +500 | 4.67% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,135 | 3,323 | 0.03% | 0.03% | 227 | -1,136 | -9.26% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 10,835 | 3,234 | 0.03% | 0.01% | 228 | +8,180 | 308.1% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 10,833 | 3,233 | 0.05% | 0.01% | 229 | +8,530 | 370.39% | Q1 2026 | May 11, 2026 |
| Bridge City Capital, LLC | History | Reduced | 10,763 | 3,212 | 0.89% | 1.08% | 230 | -69 | -0.64% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,657 | 3,181 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arizona State Retirement System | History | Reduced | 10,621 | 3,170 | 0.02% | 0.02% | 232 | -120 | -1.12% | Q1 2026 | May 01, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 10,463 | 3,123 | 0.01% | 0.0% | 233 | +4,205 | 67.19% | Q1 2026 | May 13, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Added to | 10,027 | 2,993 | 0.24% | 0.25% | 234 | +173 | 1.76% | Q1 2026 | Apr 16, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,701 | 2,895 | 0.01% | — | 235 | +9,701 | New | Q1 2026 | May 08, 2026 |
| Emerald Investment Advisers, LLC | History | New | 9,699 | 2,895 | 0.26% | — | 236 | +9,699 | New | Q1 2026 | May 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 9,691 | 2,892 | 0.01% | 0.02% | 237 | +12 | 0.12% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 9,306 | 2,777 | 0.03% | 0.02% | 239 | +3,750 | 67.49% | Q1 2026 | May 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 9,305 | 2,777 | 0.01% | 0.02% | 238 | +200 | 2.2% | Q1 2026 | May 04, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 9,282 | 2,770 | 0.05% | 0.05% | 240 | +217 | 2.39% | Q1 2026 | May 15, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 9,268 | 2,766 | 0.4% | 0.44% | 241 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DGS Capital Management, LLC | History | Added to | 9,031 | 2,695 | 0.44% | 0.48% | 242 | +764 | 9.24% | Q1 2026 | Apr 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 8,962 | 2,675 | 0.02% | 0.03% | 243 | -3,927 | -30.47% | Q1 2026 | May 15, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 8,939 | 2,668 | 0.42% | 0.45% | 244 | +170 | 1.94% | Q1 2026 | May 11, 2026 |
| South Dakota Investment Council | History | Added to | 8,817 | 2,632 | 0.05% | 0.04% | 245 | +2,000 | 29.34% | Q1 2026 | May 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,820 | 2,632 | 0.01% | 0.01% | 246 | +360 | 4.26% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 8,664 | 2,586 | 0.04% | 0.03% | 247 | +11 | 0.13% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 8,595 | 2,565 | 0.01% | 0.01% | 248 | -2,282 | -20.98% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 8,595 | 2,565 | 0.01% | 0.01% | 249 | +1,676 | 24.22% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,553 | 2,553 | 0.0% | 0.0% | 250 | +503 | 6.25% | Q1 2026 | May 07, 2026 |
| Covea Finance | History | Reduced | 8,400 | 2,507 | 0.09% | 1.16% | 251 | -95,500 | -91.92% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,356 | 2,494 | 0.0% | 0.0% | 252 | +1,701 | 25.56% | Q1 2026 | May 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 8,197 | 2,446 | 0.27% | 0.3% | 253 | +13 | 0.16% | Q1 2026 | Apr 24, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 8,000 | 2,388 | 0.07% | 0.08% | 254 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vestcor Inc | History | Added to | 7,975 | 2,381 | 0.07% | 0.04% | 255 | +3,389 | 73.9% | Q1 2026 | May 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 7,956 | 2,374 | 0.03% | 0.03% | 256 | +197 | 2.54% | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 7,908 | 2,360 | 0.03% | 0.04% | 257 | +1,334 | 20.29% | Q1 2026 | May 12, 2026 |
| Element Squared LLC | History | New | 7,894 | 2,356 | 1.33% | — | 258 | +7,894 | New | Q1 2026 | Apr 23, 2026 |
| ALLSTATE CORP | History | New | 7,842 | 2,340 | 0.03% | — | 260 | +7,842 | New | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 7,284 | 2,340 | 0.04% | 0.04% | 259 | +79 | 1.1% | Q1 2026 | May 15, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 7,812 | 2,331 | 1.28% | 1.44% | 261 | +25 | 0.32% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 7,565 | 2,280 | 0.0% | 0.0% | 262 | +6,075 | 407.72% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,639 | 2,280 | 0.0% | 0.0% | 263 | +319 | 4.36% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | New | 7,526 | 2,246 | 0.29% | — | 264 | +7,526 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 7,481 | 2,233 | 0.0% | 0.0% | 265 | +441 | 6.26% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,393 | 2,206 | 0.01% | 0.02% | 266 | -1,024 | -12.17% | Q1 2026 | May 13, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 7,296 | 2,177 | 0.01% | 0.01% | 267 | -700 | -8.75% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Added to | 7,171 | 2,140 | 0.54% | 0.6% | 268 | +57 | 0.8% | Q1 2026 | Apr 15, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Added to | 7,150 | 2,134 | 0.58% | 0.59% | 269 | +467 | 6.99% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,125 | 2,126 | 0.07% | 0.07% | 270 | +37 | 0.52% | Q1 2026 | May 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 7,060 | 2,107 | 0.12% | 0.09% | 271 | +2,397 | 51.4% | Q1 2026 | May 11, 2026 |
| Cadence Bank | History | No change | 6,168 | 2,098 | 0.12% | 0.12% | 272 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 6,807 | 2,031 | 0.06% | 0.06% | 273 | +603 | 9.72% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,781 | 2,024 | 0.0% | 0.0% | 274 | -2,149 | -24.06% | Q1 2026 | Apr 27, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 6,783 | 2,024 | 0.16% | 0.18% | 275 | -125 | -1.81% | Q1 2026 | Apr 06, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 6,771 | 2,021 | 0.03% | 0.01% | 276 | +3,508 | 107.51% | Q1 2026 | May 05, 2026 |
| Aquatic Capital Management LLC | History | New | 6,707 | 2,002 | 0.06% | — | 277 | +6,707 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 6,576 | 1,963 | 0.01% | 0.01% | 278 | +1,092 | 19.91% | Q1 2026 | May 15, 2026 |
| Radnor Capital Management, LLC | History | Added to | 6,480 | 1,934 | 0.29% | 0.33% | 279 | +30 | 0.47% | Q1 2026 | Apr 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 6,461 | 1,928 | 0.0% | 0.0% | 280 | +3,990 | 161.47% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 6,437 | 1,921 | 0.07% | 0.08% | 281 | -253 | -3.78% | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 6,314 | 1,884 | 0.01% | 0.0% | 282 | +6,143 | 3592.4% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 6,257 | 1,867 | 0.0% | 0.0% | 283 | +394 | 6.72% | Q1 2026 | Apr 22, 2026 |
| Nitorum Capital, L.P. | History | Reduced | 6,225 | 1,858 | 1.63% | 2.0% | 284 | -20,377 | -76.6% | Q1 2026 | May 15, 2026 |
| Sargent Investment Group, LLC | History | Added to | 6,180 | 1,844 | 0.24% | 0.26% | 285 | +7 | 0.11% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 5,825 | 1,775 | 0.04% | 0.0% | 286 | +5,747 | 7367.95% | Q1 2026 | Apr 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 5,590 | 1,667 | 0.22% | 0.27% | 287 | -43 | -0.76% | Q1 2026 | Apr 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 5,500 | 1,641 | 0.08% | 0.08% | 288 | -115 | -2.05% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,466 | 1,631 | 0.01% | 0.01% | 289 | -1,949 | -26.28% | Q1 2026 | May 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 5,415 | 1,616 | 0.03% | 0.03% | 290 | +550 | 11.31% | Q1 2026 | May 13, 2026 |
| OP Asset Management Ltd | History | New | 5,282 | 1,576 | 0.02% | — | 291 | +5,282 | New | Q1 2026 | Apr 10, 2026 |
| CROBAN | History | Reduced | 5,271 | 1,573 | 0.74% | 0.88% | 292 | -104 | -1.93% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,102 | 1,522 | 0.08% | 0.09% | 293 | +342 | 7.18% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,070 | 1,513 | 0.02% | 0.02% | 294 | +1,131 | 28.71% | Q1 2026 | May 13, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 5,025 | 1,500 | 0.03% | 0.04% | 295 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 4,932 | 1,472 | 0.04% | — | 296 | +4,932 | New | Q1 2026 | Apr 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,170 | 1,467 | 0.03% | 0.01% | 297 | +2,624 | 169.73% | Q1 2026 | May 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 4,892 | 1,460 | 0.08% | 0.09% | 298 | +79 | 1.64% | Q1 2026 | May 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 4,800 | 1,432 | 0.0% | 0.0% | 299 | +1,800 | 60.0% | Q1 2026 | May 15, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 4,734 | 1,413 | 0.68% | 0.78% | 300 | +5 | 0.11% | Q1 2026 | May 01, 2026 |
| Tidal Investments LLC | History | Added to | 4,908 | 1,407 | 0.0% | 0.0% | 301 | +3,897 | 385.46% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,706 | 1,404 | 0.01% | 0.01% | 302 | +957 | 25.53% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 4,699 | 1,402 | 0.06% | 0.06% | 303 | +298 | 6.77% | Q1 2026 | May 08, 2026 |
| Great Diamond Partners, LLC | History | Added to | 4,653 | 1,388 | 0.27% | 0.25% | 304 | +766 | 19.71% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 4,537 | 1,354 | 0.01% | 0.01% | 305 | +1,033 | 29.48% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 4,535 | 1,353 | 0.12% | 0.23% | 306 | -3,233 | -41.62% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 4,508 | 1,345 | 0.11% | 0.25% | 307 | -3,801 | -45.75% | Q1 2026 | Apr 23, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 4,470 | 1,334 | 0.03% | 0.03% | 308 | +950 | 26.99% | Q1 2026 | May 13, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 4,236 | 1,264 | 0.34% | 0.4% | 309 | -85 | -1.97% | Q1 2026 | May 05, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 4,096 | 1,222 | 0.01% | 0.0% | 310 | +2,770 | 208.9% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | Added to | 4,004 | 1,195 | 0.4% | 0.42% | 311 | +41 | 1.03% | Q1 2026 | May 21, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 3,980 | 1,188 | 0.23% | 0.09% | 312 | +2,669 | 203.59% | Q1 2026 | May 12, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 3,903 | 1,165 | 0.0% | 0.0% | 313 | -198 | -4.83% | Q1 2026 | May 14, 2026 |
| QSV Equity Investors LLC | History | No change | 3,401 | 1,157 | 1.71% | 1.71% | 314 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,848 | 1,148 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ransom Advisory, Ltd | History | No change | 3,350 | 1,139 | 0.45% | 0.45% | 316 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Krilogy Financial LLC | History | Added to | 3,182 | 1,137 | 0.04% | 0.04% | 317 | +63 | 2.02% | Q1 2026 | Apr 17, 2026 |
| Alyeska Investment Group, L.P. | History | New | 3,741 | 1,116 | 0.0% | — | 318 | +3,741 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,735 | 1,114 | 0.01% | 0.01% | 319 | +354 | 10.47% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,719 | 1,110 | 0.0% | 0.0% | 320 | +278 | 8.08% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 3,671 | 1,095 | 0.27% | 0.32% | 321 | -135 | -3.55% | Q1 2026 | Apr 08, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Added to | 3,641 | 1,086 | 0.6% | 0.71% | 322 | +34 | 0.94% | Q1 2026 | May 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 3,608 | 1,077 | 0.0% | — | 323 | +3,608 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 3,127 | 1,063 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 3,555 | 1,061 | 0.4% | 0.43% | 325 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 3,540 | 1,056 | 0.09% | — | 326 | +3,540 | New | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | New | 3,416 | 1,019 | 0.12% | — | 328 | +3,416 | New | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,414 | 1,019 | 0.0% | 0.0% | 327 | +670 | 24.42% | Q1 2026 | May 14, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 3,219 | 960 | 0.62% | 0.66% | 329 | +2 | 0.06% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,209 | 958 | 0.03% | 0.03% | 330 | +125 | 4.05% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,185 | 950 | 0.01% | — | 331 | +3,185 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,181 | 949 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 3,172 | 946 | 0.01% | 0.01% | 333 | +26 | 0.83% | Q1 2026 | May 05, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 3,165 | 944 | 0.1% | 0.13% | 334 | -300 | -8.66% | Q1 2026 | Apr 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 3,129 | 942 | 0.0% | 0.0% | 335 | -49 | -1.54% | Q1 2026 | May 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 3,148 | 939 | 0.01% | 0.01% | 336 | -89 | -2.75% | Q1 2026 | May 08, 2026 |
| Nicholas Investment Partners, LP | History | Reduced | 3,138 | 936 | 0.07% | 0.1% | 337 | -970 | -23.61% | Q1 2026 | May 15, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 3,100 | 925 | 0.14% | 0.16% | 338 | +40 | 1.31% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 3,075 | 917 | 0.0% | 0.0% | 339 | +346 | 12.68% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS | History | Added to | 3,033 | 905 | 0.03% | 0.03% | 340 | +31 | 1.03% | Q1 2026 | May 12, 2026 |
| Swedbank AB | History | Reduced | 3,000 | 895 | 0.0% | 0.0% | 341 | -70 | -2.28% | Q1 2026 | Apr 29, 2026 |
| INTRUST BANK NA | History | Added to | 2,976 | 888 | 0.07% | 0.08% | 342 | +8 | 0.27% | Q1 2026 | May 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 2,891 | 862 | 0.03% | 0.04% | 343 | +100 | 3.58% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,859 | 853 | 0.03% | 0.02% | 344 | +1,085 | 61.16% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 2,852 | 851 | 0.01% | 0.0% | 345 | +1,904 | 200.84% | Q1 2026 | May 11, 2026 |
| AVIVA PLC | History | Reduced | 2,787 | 831 | 0.0% | 0.0% | 346 | -468 | -14.38% | Q1 2026 | May 14, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 2,782 | 830 | 0.1% | 0.11% | 347 | +366 | 15.15% | Q1 2026 | Apr 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,749 | 820 | 0.0% | 0.0% | 348 | +31 | 1.14% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,405 | 818 | 0.01% | 0.01% | 349 | +7 | 0.29% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,721 | 812 | 0.0% | 0.0% | 350 | +11 | 0.41% | Q1 2026 | Apr 22, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 2,680 | 799 | 0.32% | 0.36% | 351 | -49 | -1.8% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,648 | 790 | 0.05% | — | 352 | +2,648 | New | Q1 2026 | May 08, 2026 |
| Polymer Capital Management (US) LLC | History | New | 2,639 | 787 | 0.08% | — | 353 | +2,639 | New | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,617 | 781 | 0.02% | 0.02% | 354 | -53 | -1.99% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | New | 2,583 | 771 | 0.29% | — | 355 | +2,583 | New | Q1 2026 | May 15, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 2,560 | 764 | 0.29% | — | 356 | +2,560 | New | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,538 | 757 | 0.0% | 0.0% | 357 | -737 | -22.5% | Q1 2026 | Apr 27, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 2,515 | 750 | 0.04% | 0.03% | 358 | +1,402 | 125.97% | Q1 2026 | May 11, 2026 |
| Morningstar Investment Management LLC | History | New | 2,506 | 748 | 0.05% | — | 359 | +2,506 | New | Q1 2026 | May 14, 2026 |
| Pier Capital, LLC | History | Reduced | 2,493 | 744 | 0.12% | 0.14% | 360 | -100 | -3.86% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,290 | 742 | 0.01% | 0.03% | 361 | +642 | 38.96% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,366 | 706 | 0.0% | 0.0% | 362 | -520 | -18.02% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 2,291 | 683 | 0.02% | 0.02% | 363 | +1,324 | 136.92% | Q1 2026 | Apr 29, 2026 |
| JMN Financial LLC | History | Added to | 2,282 | 681 | 0.67% | 0.76% | 364 | +50 | 2.24% | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 2,235 | 667 | 0.04% | 0.05% | 365 | -367 | -14.1% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,208 | 659 | 0.0% | 0.0% | 366 | +6 | 0.27% | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 2,189 | 653 | 0.02% | 0.02% | 367 | +165 | 8.15% | Q1 2026 | Apr 15, 2026 |
| Bull Harbor Capital LLC | History | New | 2,143 | 639 | 0.17% | — | 368 | +2,143 | New | Q1 2026 | May 18, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,116 | 631 | 0.02% | 0.02% | 369 | +197 | 10.27% | Q1 2026 | May 11, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 2,098 | 626 | 0.07% | 0.08% | 370 | -30 | -1.41% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 2,083 | 621 | 0.0% | 0.0% | 371 | -1,469 | -41.36% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 1,808 | 615 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 2,058 | 614 | 0.08% | 0.09% | 373 | -37 | -1.77% | Q1 2026 | May 06, 2026 |
| PDT Partners, LLC | History | No change | 2,000 | 597 | 0.04% | 0.04% | 374 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 1,988 | 593 | 0.01% | 0.01% | 375 | -65 | -3.17% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,986 | 592 | 0.03% | — | 376 | +1,986 | New | Q1 2026 | Apr 28, 2026 |
| Calamos Advisors LLC | History | New | 1,953 | 582 | 0.0% | — | 378 | +1,953 | New | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,952 | 582 | 0.0% | 0.0% | 377 | -666 | -25.44% | Q1 2026 | May 04, 2026 |
| Utah Retirement Systems | History | No change | 1,948 | 581 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,910 | 570 | 0.0% | 0.0% | 380 | +918 | 92.54% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 1,895 | 565 | 0.01% | — | 382 | +1,895 | New | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | Added to | 1,893 | 565 | 0.01% | 0.01% | 381 | +36 | 1.94% | Q1 2026 | May 12, 2026 |
| J2 Capital Management Inc | History | No change | 1,871 | 558 | 0.38% | 0.46% | 383 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DnB Asset Management AS | History | New | 1,866 | 557 | 0.0% | — | 384 | +1,866 | New | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | No change | 1,854 | 553 | 0.04% | 0.04% | 385 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,839 | 548 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,831 | 546 | 0.03% | 0.01% | 387 | +1,052 | 135.04% | Q1 2026 | May 07, 2026 |
| Net Worth Advisory Group | History | Added to | 1,822 | 543 | 0.11% | 0.11% | 388 | +170 | 10.29% | Q1 2026 | May 05, 2026 |
| Cetera Trust Company, N.A | History | No change | 1,820 | 543 | 0.31% | 0.33% | 389 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | No change | 1,807 | 539 | 0.16% | 0.18% | 390 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Reduced | 1,754 | 523 | 0.0% | 0.0% | 391 | -24 | -1.35% | Q1 2026 | May 11, 2026 |
| Mount Lucas Management LP | History | New | 1,723 | 514 | 0.19% | — | 392 | +1,723 | New | Q1 2026 | May 05, 2026 |
| Evercore Wealth Management, LLC | History | No change | 1,720 | 513 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,699 | 507 | 0.0% | 0.01% | 394 | -2 | -0.12% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,695 | 505 | 0.01% | 0.01% | 395 | +425 | 33.46% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 1,676 | 500 | 0.0% | 0.0% | 396 | -22 | -1.3% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | Reduced | 1,674 | 499 | 0.28% | 0.32% | 397 | -34 | -1.99% | Q1 2026 | May 12, 2026 |
| Encompass More Asset Management | History | New | 1,663 | 496 | 0.08% | — | 398 | +1,663 | New | Q1 2026 | Apr 28, 2026 |
| Baker Avenue Asset Management, LP | History | New | 1,643 | 490 | 0.01% | — | 399 | +1,643 | New | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,637 | 488 | 0.0% | 0.0% | 400 | +196 | 13.6% | Q1 2026 | May 01, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 1,630 | 486 | 0.16% | 0.17% | 401 | +69 | 4.42% | Q1 2026 | May 06, 2026 |
| CERTUITY, LLC | History | Added to | 1,625 | 484 | 0.03% | 0.03% | 402 | +381 | 30.63% | Q1 2026 | May 11, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 1,587 | 473 | 0.25% | 0.15% | 403 | +781 | 96.9% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 1,581 | 471 | 0.01% | — | 404 | +1,581 | New | Q1 2026 | May 01, 2026 |
| Ethic Inc. | History | Added to | 1,572 | 469 | 0.01% | 0.01% | 405 | +202 | 14.74% | Q1 2026 | Apr 27, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 1,553 | 463 | 0.01% | 0.01% | 406 | +504 | 48.05% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 1,553 | 463 | 0.02% | 0.03% | 407 | +299 | 23.84% | Q1 2026 | Apr 16, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,536 | 458 | 0.02% | 0.01% | 408 | +303 | 24.57% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,515 | 451 | 0.0% | 0.0% | 410 | +1,162 | 329.18% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 1,513 | 451 | 0.0% | 0.0% | 409 | +702 | 86.56% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,509 | 450 | 0.0% | 0.0% | 411 | -231 | -13.28% | Q1 2026 | Jun 02, 2026 |
| Callan Family Office, LLC | History | Added to | 1,510 | 450 | 0.01% | 0.01% | 412 | +13 | 0.87% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,495 | 446 | 0.04% | 0.04% | 413 | -150 | -9.12% | Q1 2026 | Apr 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,449 | 432 | 0.01% | 0.01% | 414 | -953 | -39.68% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 1,449 | 432 | 0.02% | 0.02% | 415 | +207 | 16.67% | Q1 2026 | Apr 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 1,424 | 425 | 0.03% | 0.03% | 416 | +333 | 30.52% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,403 | 418 | 0.01% | 0.01% | 417 | -41 | -2.84% | Q1 2026 | May 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 1,400 | 417 | 0.12% | 0.13% | 418 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 1,382 | 412 | 0.0% | — | 420 | +1,382 | New | Q1 2026 | May 14, 2026 |
| Diametric Capital, LP | History | New | 1,381 | 412 | 0.11% | — | 419 | +1,381 | New | Q1 2026 | May 15, 2026 |
| Fielder Capital Group LLC | History | Reduced | 1,380 | 411 | 0.09% | 0.1% | 421 | -15 | -1.08% | Q1 2026 | May 12, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 1,345 | 402 | 0.0% | 0.0% | 422 | -389 | -22.43% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 1,347 | 402 | 0.0% | 0.0% | 423 | -42 | -3.02% | Q1 2026 | May 11, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Reduced | 1,341 | 400 | 0.06% | 0.14% | 424 | -1,416 | -51.36% | Q1 2026 | Apr 27, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 1,333 | 397 | 0.17% | 0.18% | 425 | +130 | 10.81% | Q1 2026 | May 01, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 1,325 | 395 | 0.01% | 0.01% | 426 | -180 | -11.96% | Q1 2026 | Apr 20, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 1,302 | 389 | 0.02% | 0.02% | 427 | +422 | 47.95% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,299 | 387 | 0.0% | 0.0% | 428 | -158 | -10.84% | Q1 2026 | May 01, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,292 | 385 | 0.0% | 0.0% | 429 | +435 | 50.76% | Q1 2026 | May 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,268 | 378 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,105 | 375 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Insight Wealth Partners, LLC | History | No change | 1,254 | 374 | 0.05% | 0.06% | 432 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Bank & Trust | History | Added to | 1,247 | 372 | 0.06% | 0.07% | 433 | +12 | 0.97% | Q1 2026 | Apr 10, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 1,241 | 370 | 0.0% | 0.01% | 434 | -7,036 | -85.01% | Q1 2026 | May 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 1,200 | 365 | 0.01% | 0.01% | 435 | -62 | -4.91% | Q1 2026 | Apr 08, 2026 |
| Magnetar Financial LLC | History | New | 1,222 | 364 | 0.0% | — | 436 | +1,222 | New | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 1,203 | 359 | 0.0% | 0.0% | 437 | +82 | 7.31% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | No change | 1,193 | 356 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wedmont Private Capital | History | Added to | 1,081 | 352 | 0.01% | 0.01% | 441 | +166 | 18.14% | Q1 2026 | Apr 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,182 | 352 | 0.0% | 0.0% | 439 | +46 | 4.05% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,181 | 352 | 0.0% | 0.0% | 440 | +30 | 2.61% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,036 | 352 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | Added to | 1,177 | 351 | 0.0% | 0.0% | 443 | +92 | 8.48% | Q1 2026 | May 07, 2026 |
| Brevan Howard Capital Management LP | History | New | 1,163 | 347 | 0.0% | — | 444 | +1,163 | New | Q1 2026 | May 15, 2026 |
| Vann Equity Management LLC | History | New | 1,159 | 346 | 0.25% | — | 445 | +1,159 | New | Q1 2026 | May 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 1,143 | 341 | 0.01% | 0.01% | 446 | -29 | -2.47% | Q1 2026 | May 15, 2026 |
| Qtron Investments LLC | History | New | 1,128 | 336 | 0.05% | — | 447 | +1,128 | New | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 1,117 | 333 | 0.0% | 0.0% | 448 | +180 | 19.21% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,117 | 333 | 0.0% | 0.0% | 449 | -55 | -4.69% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,111 | 332 | 0.01% | 0.0% | 450 | +475 | 74.69% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,108 | 331 | 0.0% | 0.0% | 451 | -59 | -5.06% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 1,103 | 329 | 0.0% | 0.0% | 452 | +134 | 13.83% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Added to | 1,093 | 326 | 0.37% | 0.16% | 454 | +463 | 73.49% | Q1 2026 | Apr 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,093 | 326 | 0.01% | 0.0% | 453 | +368 | 50.76% | Q1 2026 | May 05, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 1,084 | 323 | 0.17% | — | 455 | +1,084 | New | Q1 2026 | May 05, 2026 |
| North Dakota State Investment Board | History | Reduced | 1,078 | 321 | 0.01% | 0.02% | 456 | -226 | -17.33% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 1,050 | 315 | 0.01% | 0.0% | 457 | +868 | 476.92% | Q1 2026 | May 13, 2026 |
| Centurion Wealth Management LLC | History | No change | 1,050 | 313 | 0.07% | 0.08% | 458 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bridgefront Capital, LLC | History | Added to | 1,048 | 312 | 0.08% | 0.05% | 459 | +456 | 77.03% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 902 | 307 | 0.01% | — | 460 | +902 | New | Q1 2026 | May 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 1,023 | 305 | 0.09% | 0.3% | 461 | -1,837 | -64.23% | Q1 2026 | Apr 06, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,023 | 305 | 0.01% | 0.01% | 462 | +2 | 0.2% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,020 | 304 | 0.0% | 0.0% | 463 | +191 | 23.04% | Q1 2026 | Apr 07, 2026 |
| QTR Family Wealth, LLC | History | New | 849 | 303 | 0.13% | — | 464 | +849 | New | Q1 2026 | Apr 15, 2026 |
| INTERCAPITAL, LLC | History | Reduced | 1,000 | 298 | 0.1% | 0.34% | 468 | -1,850 | -64.91% | Q1 2026 | May 15, 2026 |
| Gruss & Co., LLC | History | New | 1,000 | 298 | 0.7% | — | 469 | +1,000 | New | Q1 2026 | May 05, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 1,000 | 298 | 0.02% | — | 470 | +1,000 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 989 | 298 | 0.0% | 0.0% | 467 | +185 | 23.01% | Q1 2026 | Apr 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 1,000 | 298 | 0.02% | 0.02% | 465 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 1,000 | 298 | 0.15% | 0.09% | 466 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kendall Capital Management | History | Added to | 995 | 297 | 0.06% | 0.05% | 472 | +255 | 34.46% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 995 | 297 | 0.01% | 0.01% | 471 | -161 | -13.93% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 990 | 295 | 0.0% | 0.0% | 473 | -127 | -11.37% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 984 | 293 | 0.01% | 0.01% | 474 | +39 | 4.13% | Q1 2026 | Jun 02, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 980 | 292 | 0.03% | 0.03% | 476 | -24 | -2.39% | Q1 2026 | Apr 10, 2026 |
| Narus Financial Partners, LLC | History | No change | 979 | 292 | 0.08% | 0.09% | 475 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 971 | 289 | 0.01% | 0.01% | 477 | +99 | 11.35% | Q1 2026 | May 07, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 965 | 288 | 0.05% | 0.06% | 478 | -22 | -2.23% | Q1 2026 | Apr 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 952 | 284 | 0.01% | 0.01% | 479 | +3 | 0.32% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 951 | 283 | 0.01% | — | 480 | +951 | New | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 914 | 272 | 0.02% | 0.03% | 482 | +274 | 42.81% | Q1 2026 | May 12, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 806 | 272 | 0.02% | 0.02% | 481 | +109 | 15.64% | Q1 2026 | Apr 29, 2026 |
| PCM Encore, LLC | History | Added to | 912 | 272 | 0.06% | 0.07% | 483 | +2 | 0.22% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 905 | 270 | 0.01% | 0.01% | 486 | -247 | -21.44% | Q1 2026 | May 14, 2026 |
| Dundas Partners LLP | History | Reduced | 906 | 270 | 0.02% | 0.03% | 484 | -163 | -15.25% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 905 | 270 | 0.04% | 0.04% | 485 | -42 | -4.44% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 901 | 268 | 0.0% | 0.0% | 487 | -26 | -2.8% | Q1 2026 | Apr 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 891 | 266 | 0.03% | 0.03% | 490 | -80 | -8.24% | Q1 2026 | Apr 15, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 894 | 266 | 0.08% | 0.08% | 489 | +67 | 8.1% | Q1 2026 | Apr 23, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 892 | 266 | 0.01% | 0.01% | 488 | +4 | 0.45% | Q1 2026 | May 14, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 890 | 265 | 0.01% | 0.01% | 491 | +90 | 11.25% | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 871 | 260 | 0.01% | 0.01% | 492 | +38 | 4.56% | Q1 2026 | Apr 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 858 | 256 | 0.01% | — | 493 | +858 | New | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 851 | 254 | 0.0% | 0.0% | 494 | +222 | 35.29% | Q1 2026 | May 04, 2026 |
| Parcion Private Wealth LLC | History | Added to | 850 | 253 | 0.02% | 0.02% | 497 | +13 | 1.55% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 848 | 253 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 850 | 253 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Index Technologies Group LLC | History | Added to | 845 | 252 | 0.27% | 0.24% | 499 | +158 | 23.0% | Q1 2026 | Apr 29, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 846 | 252 | 0.02% | 0.02% | 498 | +130 | 18.16% | Q1 2026 | May 07, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 844 | 251 | 0.0% | 0.0% | 500 | -1,513 | -64.19% | Q1 2026 | Apr 14, 2026 |
| Optas, LLC | History | Added to | 829 | 247 | 0.04% | 0.03% | 501 | +187 | 29.13% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 813 | 242 | 0.0% | 0.0% | 502 | +615 | 310.61% | Q1 2026 | May 06, 2026 |
| Inscription Capital, LLC | History | Reduced | 807 | 241 | 0.03% | 0.03% | 503 | -114 | -12.38% | Q1 2026 | Apr 20, 2026 |
| Empowered Funds, LLC | History | Reduced | 807 | 240 | 0.0% | 0.01% | 505 | -921 | -53.3% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 804 | 240 | 0.02% | 0.02% | 504 | -273 | -25.35% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 804 | 240 | 0.01% | 0.01% | 506 | +127 | 18.76% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | New | 801 | 239 | 0.02% | — | 507 | +801 | New | Q1 2026 | Apr 30, 2026 |
| Planned Solutions, Inc. | History | No change | 800 | 238 | 0.08% | 0.09% | 508 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 793 | 236 | 0.03% | — | 510 | +793 | New | Q1 2026 | Apr 30, 2026 |
| Curi Capital, LLC | History | New | 792 | 236 | 0.0% | — | 509 | +792 | New | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 785 | 234 | 0.02% | 0.03% | 511 | -285 | -26.64% | Q1 2026 | May 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 773 | 230 | 0.02% | 0.02% | 513 | -156 | -16.79% | Q1 2026 | Apr 27, 2026 |
| SYM FINANCIAL Corp | History | Added to | 773 | 230 | 0.02% | 0.03% | 512 | +14 | 1.84% | Q1 2026 | May 08, 2026 |
| ANB BANK | History | Added to | 771 | 230 | 0.09% | 0.1% | 514 | +2 | 0.26% | Q1 2026 | May 06, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 770 | 229 | 0.01% | 0.02% | 515 | -53 | -6.44% | Q1 2026 | May 04, 2026 |
| Advisor OS, LLC | History | New | 758 | 226 | 0.02% | — | 516 | +758 | New | Q1 2026 | May 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 750 | 223 | 0.01% | — | 517 | +750 | New | Q1 2026 | Apr 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 745 | 222 | 0.02% | 0.03% | 518 | +122 | 19.58% | Q1 2026 | Apr 06, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 741 | 221 | 0.01% | — | 519 | +741 | New | Q1 2026 | Apr 16, 2026 |
| Cypress Capital, LLC | History | Added to | 737 | 220 | 0.06% | 0.07% | 520 | +43 | 6.2% | Q1 2026 | Apr 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,084 | 216 | 0.07% | 0.01% | 521 | +1,047 | 2829.73% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 725 | 216 | 0.0% | — | 522 | +725 | New | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 719 | 214 | 0.0% | — | 523 | +719 | New | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 710 | 211 | 0.0% | 0.05% | 524 | -9,862 | -93.28% | Q1 2026 | May 12, 2026 |
| MATAURO, LLC | History | No change | 707 | 211 | 0.03% | 0.04% | 525 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abel Hall, LLC | History | Reduced | 705 | 210 | 0.04% | 0.06% | 526 | -58 | -7.6% | Q1 2026 | Apr 28, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 699 | 209 | 0.01% | 0.01% | 527 | -49 | -6.55% | Q1 2026 | Apr 21, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 694 | 207 | 0.1% | 0.1% | 528 | +16 | 2.36% | Q1 2026 | Apr 22, 2026 |
| Rothschild Wealth LLC | History | New | 692 | 206 | 0.02% | — | 529 | +692 | New | Q1 2026 | May 06, 2026 |
| R Squared Ltd | History | New | 690 | 205 | 0.11% | — | 530 | +690 | New | Q1 2026 | Apr 29, 2026 |
| INCEPTIONR LLC | History | Reduced | 685 | 204 | 0.05% | 0.23% | 532 | -1,706 | -71.35% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 684 | 204 | 0.0% | 0.0% | 531 | -461 | -40.26% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Added to | 681 | 203 | 0.01% | 0.01% | 533 | +54 | 8.61% | Q1 2026 | May 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | New | 680 | 202 | 0.03% | — | 534 | +680 | New | Q1 2026 | Apr 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 583 | 202 | 0.04% | — | 535 | +583 | New | Q1 2026 | Apr 28, 2026 |
| DENALI ADVISORS LLC | History | Added to | 671 | 200 | 0.02% | 0.03% | 536 | +2 | 0.3% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 640 | 191 | 0.0% | 0.0% | 537 | -49 | -7.11% | Q1 2026 | Apr 17, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 570 | 170 | 0.02% | 0.02% | 538 | +20 | 3.64% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | Added to | 566 | 168 | 0.0% | 0.0% | 539 | +37 | 6.99% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 558 | 166 | 0.01% | 0.0% | 540 | +354 | 173.53% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 556 | 165 | 0.0% | 0.0% | 541 | -17 | -2.97% | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 548 | 163 | 0.0% | 0.0% | 542 | -320 | -36.87% | Q1 2026 | Apr 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 495 | 147 | 0.01% | 0.05% | 543 | -2,512 | -83.54% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 454 | 135 | 0.0% | 0.0% | 544 | +225 | 98.25% | Q1 2026 | Apr 13, 2026 |
| Employees Retirement System of Texas | History | New | 434 | 130 | 0.0% | — | 545 | +434 | New | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Added to | 367 | 109 | 0.03% | 0.02% | 546 | +117 | 46.8% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 287 | 97 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCentric Advisors LLC | History | New | 272 | 81 | 0.08% | — | 548 | +272 | New | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 267 | 79 | 0.0% | 0.0% | 549 | +26 | 10.79% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 257 | 77 | 0.0% | 0.0% | 550 | +43 | 20.09% | Q1 2026 | May 06, 2026 |
| WealthCollab, LLC | History | No change | 238 | 71 | 0.03% | 0.03% | 551 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Added to | 236 | 70 | 0.0% | 0.0% | 552 | +121 | 105.22% | Q1 2026 | Apr 28, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 241 | 69 | 0.0% | 0.0% | 553 | +139 | 136.27% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 225 | 67 | 0.0% | 0.0% | 554 | -6 | -2.6% | Q1 2026 | Apr 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 220 | 65 | 0.0% | 0.01% | 555 | -12,350 | -98.25% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 218 | 62 | 0.0% | 0.0% | 556 | +10 | 4.81% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 180 | 53 | 0.04% | 0.04% | 557 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 172 | 51 | 0.0% | 0.0% | 558 | +127 | 282.22% | Q1 2026 | Apr 21, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 165 | 49 | 0.01% | — | 560 | +165 | New | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 166 | 49 | 0.0% | 0.0% | 559 | +39 | 30.71% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 158 | 47 | 0.0% | 0.0% | 561 | +3 | 1.94% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 152 | 45 | 0.0% | 0.0% | 562 | +111 | 270.73% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 147 | 43 | 0.01% | 0.01% | 563 | -72 | -32.88% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 135 | 41 | 0.03% | 0.04% | 564 | -87 | -39.19% | Q1 2026 | May 05, 2026 |
| Key FInancial Inc | History | No change | 137 | 40 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Addison Advisors LLC | History | No change | 132 | 39 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | No change | 129 | 38 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | Reduced | 126 | 37 | 0.0% | 0.0% | 568 | -48 | -27.59% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 122 | 36 | 0.01% | 0.01% | 570 | +16 | 15.09% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 123 | 36 | 0.0% | 0.0% | 569 | +2 | 1.65% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 113 | 33 | 0.0% | 0.0% | 571 | +65 | 135.42% | Q1 2026 | May 13, 2026 |
| PALLADIEM, LLC | History | No change | 100 | 33 | 0.03% | 0.03% | 572 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 109 | 32 | 0.01% | 0.12% | 573 | -1,393 | -92.74% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 102 | 30 | 0.0% | 0.0% | 574 | +1 | 0.99% | Q1 2026 | Apr 14, 2026 |
| Opal Wealth Advisors, LLC | History | New | 98 | 29 | 0.01% | — | 575 | +98 | New | Q1 2026 | Apr 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 94 | 28 | 0.0% | — | 578 | +94 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 94 | 28 | 0.0% | 0.0% | 576 | +32 | 51.61% | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 96 | 28 | 0.0% | 0.0% | 577 | -10 | -9.43% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 91 | 27 | 0.0% | 0.0% | 579 | -15 | -14.15% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 87 | 25 | 0.01% | — | 581 | +87 | New | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | No change | 87 | 25 | 0.01% | 0.02% | 580 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TrinityBridge Ltd | History | No change | 80 | 24 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 75 | 22 | 0.0% | — | 584 | +75 | New | Q1 2026 | Apr 29, 2026 |
| V-Square Quantitative Management LLC | History | No change | 76 | 22 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tidemark, LLC | History | New | 68 | 20 | 0.01% | — | 587 | +68 | New | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 69 | 20 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 67 | 20 | 0.02% | 0.02% | 586 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 63 | 18 | 0.0% | — | 589 | +63 | New | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | Added to | 61 | 18 | 0.0% | 0.0% | 588 | +1 | 1.67% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 60 | 17 | 0.0% | 0.0% | 591 | +2 | 3.45% | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 60 | 17 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 55 | 16 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 49 | 14 | 0.0% | 0.0% | 593 | +1 | 2.08% | Q1 2026 | Apr 07, 2026 |
| Smithfield Trust Co | History | No change | 42 | 13 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 43 | 12 | 0.0% | 0.0% | 595 | -72 | -62.61% | Q1 2026 | Apr 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 40 | 12 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| REAP Financial Group, LLC | History | No change | 41 | 12 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 39 | 11 | 0.0% | 0.0% | 598 | -1 | -2.5% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 38 | 11 | 0.0% | 0.0% | 599 | +1 | 2.7% | Q1 2026 | Apr 20, 2026 |
| MATHER GROUP, LLC. | History | New | 34 | 10 | 0.0% | — | 600 | +34 | New | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 33 | 9 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BFSG, LLC | History | No change | 32 | 9 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 32 | 9 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| United Financial Planning Group LLC | History | New | 26 | 7 | 0.0% | — | 606 | +26 | New | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | New | 24 | 7 | 0.0% | — | 605 | +24 | New | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | No change | 26 | 7 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 23 | 6 | 0.0% | 0.0% | 608 | -57 | -71.25% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 21 | 6 | 0.0% | 0.0% | 610 | +1 | 5.0% | Q1 2026 | Apr 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 22 | 6 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 21 | 6 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DANSKE BANK A/S | History | Reduced | 20 | 5 | 0.0% | 0.0% | 611 | -80 | -80.0% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 19 | 5 | 0.0% | — | 614 | +19 | New | Q1 2026 | May 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 19 | 5 | 0.0% | — | 612 | +18 | 1800.0% | Q1 2026 | Apr 23, 2026 |
| Activest Wealth Management | History | Reduced | 17 | 5 | 0.0% | 0.0% | 613 | -7 | -29.17% | Q1 2026 | Apr 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 14 | 4 | 0.0% | — | 619 | +14 | New | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 15 | 4 | 0.0% | 0.0% | 617 | +6 | 66.67% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 14 | 4 | 0.0% | 0.0% | 618 | +2 | 16.67% | Q1 2026 | May 14, 2026 |
| Altshuler Shaham Ltd | History | Added to | 14 | 4 | 0.0% | 0.0% | 615 | +1 | 7.69% | Q1 2026 | May 18, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 14 | 4 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rossby Financial, LCC | History | Added to | 10 | 3 | 0.0% | 0.0% | 625 | +6 | 150.0% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | Added to | 12 | 3 | 0.0% | 0.0% | 622 | +1 | 9.09% | Q1 2026 | May 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 12 | 3 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11 | 3 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Navigoe, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | New | 10 | 2 | 0.0% | — | 638 | +10 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 8 | 2 | 0.0% | — | 637 | +8 | New | Q1 2026 | Apr 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 8 | 2 | 0.0% | 0.0% | 630 | -6 | -42.86% | Q1 2026 | May 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 7 | 2 | 0.0% | 0.0% | 631 | -6 | -46.15% | Q1 2026 | Apr 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 8 | 2 | 0.0% | 0.0% | 628 | +4 | 100.0% | Q1 2026 | Apr 14, 2026 |
| SouthState Bank Corp | History | Added to | 9 | 2 | 0.0% | 0.0% | 626 | +3 | 50.0% | Q1 2026 | May 05, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 10 | 2 | 0.0% | 0.0% | 632 | -1 | -9.09% | Q1 2026 | Apr 28, 2026 |
| Hughes Financial Services, LLC | History | Added to | 8 | 2 | 0.0% | 0.0% | 635 | +1 | 14.29% | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8 | 2 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| High Note Wealth, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 8 | 2 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 5 | 1 | 0.0% | 0.0% | 647 | -15 | -75.0% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | New | 6 | 1 | 0.0% | — | 648 | +6 | New | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | New | 5 | 1 | 0.0% | — | 649 | +5 | New | Q1 2026 | May 19, 2026 |
| Avion Wealth | History | Reduced | 4 | 1 | 0.0% | 0.0% | 640 | -1 | -20.0% | Q1 2026 | May 01, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 4 | 1 | 0.0% | 0.0% | 646 | -1 | -20.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cromwell Holdings LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ORG Partners LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 2.53% | — | -118,110 | -100.0% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -86,785 | -100.0% | Q1 2026 | May 15, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.96% | — | -69,797 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -66,650 | -100.0% | Q1 2026 | May 15, 2026 |
| THAMES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.32% | — | -46,881 | -100.0% | Q1 2026 | May 12, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.6% | — | -32,661 | -100.0% | Q1 2026 | May 15, 2026 |
| Granite Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -28,606 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -14,450 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Triasima Portfolio Management inc. | History | Closed out | 0 | 0 | — | 0.67% | — | -13,096 | -100.0% | Q1 2026 | Apr 24, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,253 | -100.0% | Q1 2026 | May 11, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,788 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,100 | -100.0% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -8,325 | -100.0% | Q1 2026 | Apr 16, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.16% | — | -7,202 | -100.0% | Q1 2026 | May 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Closed out | 0 | 0 | — | 0.09% | — | -6,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,749 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,631 | -100.0% | Q1 2026 | May 06, 2026 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.13% | — | -4,280 | -100.0% | Q1 2026 | May 15, 2026 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.71% | — | -3,607 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.17% | — | -3,179 | -100.0% | Q1 2026 | May 12, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.48% | — | -2,741 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,581 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,237 | -100.0% | Q1 2026 | May 14, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,787 | -100.0% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,707 | -100.0% | Q1 2026 | May 07, 2026 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,532 | -100.0% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,491 | -100.0% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,462 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Optimize Financial Inc | History | Closed out | 0 | 0 | — | 0.25% | — | -1,436 | -100.0% | Q1 2026 | May 12, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,222 | -100.0% | Q1 2026 | May 14, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -1,197 | -100.0% | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,027 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.05% | — | -1,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -926 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -907 | -100.0% | Q1 2026 | Apr 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -870 | -100.0% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -825 | -100.0% | Q1 2026 | May 08, 2026 |
| L2 Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -821 | -100.0% | Q1 2026 | May 14, 2026 |
| INGALLS & SNYDER LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -746 | -100.0% | Q1 2026 | May 13, 2026 |
| Caerus Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -731 | -100.0% | Q1 2026 | Jun 01, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -718 | -100.0% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -687 | -100.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -675 | -100.0% | Q1 2026 | May 08, 2026 |
| Keystone Financial Services | History | Closed out | 0 | 0 | — | 0.07% | — | -652 | -100.0% | Q1 2026 | May 06, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -634 | -100.0% | Q1 2026 | May 01, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -633 | -100.0% | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -623 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Trust Point Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -621 | -100.0% | Q1 2026 | Apr 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -603 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -599 | -100.0% | Q1 2026 | May 14, 2026 |
| waypoint wealth counsel | History | Closed out | 0 | 0 | — | 0.07% | — | -590 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q1 2026 | Apr 27, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -271 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -155 | -100.0% | Q1 2026 | May 14, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -79 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -71 | -100.0% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -40 | -97.56% | Q1 2026 | May 11, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 01, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 07, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | May 04, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Jun 02, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | May 14, 2026 |
| Leonteq Securities AG | History | Reduced | 1 | 0 | — | 0.0% | — | -3 | -75.0% | Q1 2026 | Apr 27, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| Sachetta, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 01, 2026 |
| American Capital Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 30, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Crewe Advisors LLC | History | No change | 3 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 3 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caitlin John, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |