iShares, Inc. - EWJ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025

13D/13G major owners: Ownership tab.

Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.

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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
JPMORGAN CHASE & CO	History	Reduced	25,648,491	2,090,865	0.13%	0.13%	1	-441,360	-1.69%	Q1 2026	May 13, 2026
MORGAN STANLEY	History	Added to	19,849,943	1,676,129	0.1%	0.09%	2	+272,863	1.39%	Q1 2026	May 15, 2026
BlackRock, Inc.	History	Added to	17,925,552	1,513,633	0.03%	0.02%	3	+6,289,574	54.05%	Q1 2026	May 13, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Reduced	5,862,292	495,011	0.13%	0.15%	4	-414,674	-6.61%	Q1 2026	May 04, 2026
GOLDMAN SACHS GROUP INC	History	Reduced	5,553,827	468,965	0.05%	0.07%	5	-1,598,210	-22.35%	Q1 2026	May 15, 2026
ROYAL BANK OF CANADA	History	Added to	5,048,553	426,300	0.07%	0.03%	6	+2,506,472	98.6%	Q1 2026	May 15, 2026
BANK OF AMERICA CORP /DE/	History	Reduced	4,827,518	407,635	0.03%	0.03%	7	-645,791	-11.8%	Q1 2026	May 15, 2026
First Command Advisory Services, Inc.	History	Reduced	4,408,182	372,226	2.51%	2.81%	8	-585,275	-11.72%	Q1 2026	May 07, 2026
UBS Group AG	History	Reduced	3,892,036	328,643	0.05%	0.06%	9	-902,050	-18.82%	Q1 2026	May 05, 2026
TD ASSET MANAGEMENT INC	History	Added to	3,217,607	271,694	0.22%	0.17%	10	+545,811	20.43%	Q1 2026	May 11, 2026
BANK OF MONTREAL /CAN/	History	Added to	3,029,092	255,776	0.1%	0.05%	11	+1,230,339	68.4%	Q1 2026	May 13, 2026
Fisher Asset Management, LLC	History	Added to	2,681,188	226,399	0.08%	0.07%	12	+178,131	7.12%	Q1 2026	May 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE	History	Added to	2,034,620	171,803	0.15%	0.12%	13	+203,875	11.14%	Q1 2026	May 15, 2026
CITADEL ADVISORS LLC	History	Reduced	1,940,113	163,823	0.03%	0.04%	14	-1,669,760	-46.26%	Q1 2026	May 15, 2026
BARCLAYS PLC	History	Added to	1,888,859	159,495	0.04%	0.01%	15	+1,150,450	155.8%	Q1 2026	May 14, 2026
BESSEMER GROUP INC	History	Added to	1,670,435	141,051	0.22%	0.01%	16	+1,600,219	2278.99%	Q1 2026	May 06, 2026
DEUTSCHE BANK AG\	History	Added to	1,609,912	135,940	0.04%	0.04%	17	+124,722	8.4%	Q1 2026	May 06, 2026
Oasis Management Co Ltd.	History	New	1,500,000	126,660	7.38%	—	18	+1,500,000	New	Q1 2026	May 14, 2026
GLENMEDE TRUST CO NA	History	No change	1,397,051	112,797	0.53%	0.53%	19	0	0.0%	Q4 2025	Feb 17, 2026
STIFEL FINANCIAL CORP	History	Added to	1,282,464	108,291	0.1%	0.09%	20	+25,914	2.06%	Q1 2026	May 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	Added to	1,235,200	104,300	0.01%	0.01%	21	+145,903	13.39%	Q1 2026	May 15, 2026
LPL Financial LLC	History	Added to	1,211,737	102,319	0.03%	0.02%	22	+139,129	12.97%	Q1 2026	May 06, 2026
Kemnay Advisory Services Inc.	History	Added to	1,139,610	96,228	15.46%	10.59%	23	+270,110	31.06%	Q1 2026	May 15, 2026
Itau Unibanco Holding S.A.	History	Added to	1,135,559	95,886	2.23%	1.48%	24	+372,499	48.82%	Q1 2026	May 15, 2026
AMERIPRISE FINANCIAL INC	History	Added to	997,680	93,655	0.02%	0.02%	25	+52,704	5.58%	Q1 2026	May 15, 2026
Board of Trustees of The Leland Stanford Junior University	History	No change	971,270	82,014	9.66%	15.8%	26	0	0.0%	Q1 2026	May 07, 2026
FIL Ltd	History	Added to	960,134	81,073	0.06%	0.05%	27	+171,166	21.69%	Q1 2026	May 15, 2026
CITIGROUP INC	History	Added to	950,766	80,282	0.03%	0.03%	28	+247,344	35.16%	Q1 2026	May 11, 2026
JANE STREET GROUP, LLC	History	Added to	922,561	77,901	0.01%	0.0%	29	+878,761	2006.3%	Q1 2026	May 12, 2026
WELLS FARGO & COMPANY/MN	History	Added to	904,372	76,365	0.01%	0.01%	30	+111,709	14.09%	Q1 2026	May 11, 2026
Millburn Ridgefield LLC /DE/	History	Added to	799,771	67,532	1.45%	1.46%	31	+40,547	5.34%	Q1 2026	Apr 22, 2026
Catalyst Capital Advisors LLC	History	Added to	799,771	67,532	1.26%	1.26%	32	+40,547	5.34%	Q1 2026	May 06, 2026
Invesco Ltd.	History	Reduced	748,490	63,202	0.01%	0.01%	33	-68,860	-8.42%	Q1 2026	May 12, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	History	Reduced	659,786	55,712	0.33%	0.36%	34	-181,400	-21.56%	Q1 2026	May 13, 2026
Employees Retirement System of Texas	History	New	592,400	50,022	0.44%	—	35	+592,400	New	Q1 2026	May 13, 2026
Lido Advisors, LLC	History	Added to	556,904	47,025	0.14%	0.06%	36	+327,597	142.86%	Q1 2026	May 13, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	History	Added to	528,001	44,584	2.36%	2.19%	37	+849	0.16%	Q1 2026	Apr 27, 2026
OSAIC HOLDINGS, INC.	History	Added to	510,006	43,066	0.06%	0.05%	38	+49,851	10.83%	Q1 2026	May 15, 2026
FLOW TRADERS U.S. LLC	History	New	507,404	42,845	1.36%	—	39	+507,404	New	Q1 2026	May 15, 2026
HSBC HOLDINGS PLC	History	Added to	468,681	39,320	0.02%	0.02%	40	+38,163	8.86%	Q1 2026	Apr 30, 2026
OMERS ADMINISTRATION Corp	History	New	452,489	38,221	0.25%	—	41	+452,489	New	Q1 2026	May 15, 2026
TWO SIGMA INVESTMENTS, LP	History	Added to	427,600	36,106	0.03%	0.02%	42	+292,200	215.81%	Q1 2026	May 15, 2026
Rockefeller Capital Management L.P.	History	Added to	409,763	34,600	0.06%	0.06%	43	+10,788	2.7%	Q1 2026	May 14, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC	History	No change	392,224	33,119	3.43%	3.42%	44	0	0.0%	Q1 2026	Apr 30, 2026
VICTORY CAPITAL MANAGEMENT INC	History	Reduced	370,189	31,258	0.02%	0.02%	45	-29,631	-7.41%	Q1 2026	May 15, 2026
LM Advisors LLC	History	Added to	2,626	31,100	0.49%	0.55%	46	+153	6.19%	Q1 2026	May 13, 2026
Keewaydin Investments LLC	History	Reduced	346,132	29,227	9.22%	11.6%	47	-193,944	-35.91%	Q1 2026	May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	Added to	341,655	28,849	1.57%	1.45%	48	+14,910	4.56%	Q1 2026	May 06, 2026
BARINGS LLC	History	Added to	335,770	28,352	0.46%	0.26%	49	+158,622	89.54%	Q1 2026	May 06, 2026
MACKENZIE FINANCIAL CORP	History	No change	333,637	28,172	0.03%	0.03%	50	0	0.0%	Q1 2026	May 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC	History	Reduced	324,906	27,435	0.2%	0.21%	51	-60,900	-15.79%	Q1 2026	May 15, 2026
Miller Investment Management, LP	History	Reduced	323,054	27,278	2.71%	2.73%	52	-22,666	-6.56%	Q1 2026	May 08, 2026
CIBC WORLD MARKET INC.	History	Added to	318,656	26,907	0.04%	0.04%	53	+22,813	7.71%	Q1 2026	May 14, 2026
PGIM Custom Harvest LLC	History	Added to	316,151	26,695	0.42%	0.31%	54	+53,543	20.39%	Q1 2026	May 13, 2026
MML INVESTORS SERVICES, LLC	History	Added to	309,844	26,163	0.07%	0.06%	55	+5,354	1.76%	Q1 2026	May 04, 2026
Ehrenkranz Partners L.P.	History	New	299,267	25,270	19.99%	—	56	+299,267	New	Q1 2026	May 15, 2026
COMERICA BANK	History	No change	312,221	25,208	0.1%	0.1%	57	0	0.0%	Q4 2025	Jan 29, 2026
Horizon Investments, LLC	History	Added to	291,595	24,622	0.28%	0.29%	58	+5,794	2.03%	Q1 2026	May 14, 2026
Stephens Greth Foundation	History	Added to	287,652	24,289	7.59%	2.79%	59	+227,524	378.4%	Q1 2026	May 08, 2026
Harel Insurance Investments & Financial Services Ltd.	History	Added to	285,045	24,069	0.16%	0.09%	60	+156,519	121.78%	Q1 2026	May 05, 2026
HighTower Advisors, LLC	History	Added to	270,453	22,837	0.02%	0.02%	61	+7,674	2.92%	Q1 2026	May 05, 2026
Vontobel Holding Ltd.	History	Reduced	266,017	22,462	0.08%	0.07%	62	-1,320	-0.49%	Q1 2026	May 08, 2026
RAYMOND JAMES FINANCIAL INC	History	Reduced	261,828	22,108	0.01%	0.01%	63	-43,441	-14.23%	Q1 2026	May 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	History	Reduced	250,000	21,110	0.11%	0.12%	64	-50,000	-16.67%	Q1 2026	May 01, 2026
FIFTH THIRD BANCORP	History	Added to	244,931	20,681	0.04%	0.0%	65	+244,891	612227.5%	Q1 2026	May 01, 2026
Federation des caisses Desjardins du Quebec	History	Added to	242,840	20,504	0.07%	0.05%	66	+66,739	37.9%	Q1 2026	May 13, 2026
Cetera Investment Advisers	History	Added to	241,709	20,409	0.02%	0.02%	67	+61,844	34.38%	Q1 2026	May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Added to	240,593	20,315	0.01%	0.01%	68	+3,842	1.62%	Q1 2026	May 08, 2026
MILLENNIUM MANAGEMENT LLC	History	Added to	240,100	20,274	0.01%	0.0%	69	+174,539	266.22%	Q1 2026	May 15, 2026
TD Waterhouse Canada Inc.	History	Added to	232,173	20,027	0.06%	0.11%	70	+14,294	6.56%	Q1 2026	May 12, 2026
III Capital Management	History	New	236,608	19,979	5.8%	—	71	+236,608	New	Q1 2026	May 15, 2026
Allen Investment Management, LLC	History	Added to	228,436	19,289	0.24%	0.14%	72	+76,995	50.84%	Q1 2026	May 07, 2026
STRS OHIO	History	Reduced	226,103	19,092	0.08%	0.08%	73	-50,000	-18.11%	Q1 2026	Apr 24, 2026
Granite Bay Wealth Management, LLC	History	Added to	221,248	18,685	3.98%	4.17%	74	+6,532	3.04%	Q1 2026	May 01, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	Added to	211,927	17,895	0.0%	0.0%	75	+170,318	409.33%	Q1 2026	May 13, 2026
Baker Avenue Asset Management, LP	History	Added to	210,479	17,772	0.4%	0.39%	76	+756	0.36%	Q1 2026	May 12, 2026
Barry Investment Advisors, LLC	History	Added to	202,852	17,128	3.78%	3.64%	77	+570	0.28%	Q1 2026	Apr 23, 2026
PRUDENTIAL PLC	History	Reduced	201,130	16,983	0.1%	0.14%	78	-12,970	-6.06%	Q1 2026	May 13, 2026
SONA ASSET MANAGEMENT (US) LLC	History	Added to	200,000	16,888	0.36%	0.11%	79	+138,500	225.2%	Q1 2026	May 15, 2026
Rathbones Group PLC	History	Added to	193,876	16,370	0.07%	0.06%	80	+3,153	1.65%	Q1 2026	May 12, 2026
Purpose Unlimited Inc.	History	Added to	188,732	15,936	0.66%	0.44%	81	+68,377	56.81%	Q1 2026	May 15, 2026
Summit Financial, LLC	History	Reduced	188,392	15,907	0.2%	0.23%	82	-2,764	-1.45%	Q1 2026	May 15, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP	History	Reduced	184,019	15,538	0.59%	0.64%	83	-28,662	-13.48%	Q1 2026	May 12, 2026
Polianta Ltd	History	Reduced	180,400	15,232	2.02%	2.42%	84	-49,100	-21.39%	Q1 2026	Apr 16, 2026
Coastline Trust Co	History	Added to	179,894	15,190	1.51%	1.35%	85	+2,265	1.28%	Q1 2026	Apr 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC	History	Reduced	174,754	14,756	0.17%	0.21%	86	-59,251	-25.32%	Q1 2026	Apr 24, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP	History	Added to	176,146	14,359	0.01%	0.0%	87	+157,700	854.93%	Q1 2026	May 14, 2026
NorthCoast Asset Management LLC	History	Reduced	166,332	14,045	0.33%	0.3%	88	-379	-0.23%	Q1 2026	May 13, 2026
Squarepoint Ops LLC	History	Reduced	164,077	13,854	0.02%	0.01%	89	-477	-0.29%	Q1 2026	May 15, 2026
DUPONT CAPITAL MANAGEMENT CORP	History	New	163,117	13,773	1.57%	—	90	+163,117	New	Q1 2026	Apr 23, 2026
ELEMENT POINTE ADVISORS, LLC	History	Added to	158,946	13,421	2.53%	2.26%	91	+14,282	9.87%	Q1 2026	May 07, 2026
EFG International AG	History	Reduced	151,196	12,767	0.27%	0.26%	92	-12,624	-7.71%	Q1 2026	May 15, 2026
FRANKLIN RESOURCES INC	History	Added to	150,600	12,716	0.0%	0.0%	93	+17,949	13.53%	Q1 2026	May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Added to	148,115	12,506	0.01%	0.01%	94	+18,086	13.91%	Q1 2026	May 07, 2026
Johns Hopkins University	History	No change	146,318	12,355	0.9%	0.86%	95	0	0.0%	Q1 2026	May 14, 2026
Portland Global Advisors LLC	History	Added to	141,781	11,971	1.28%	1.22%	96	+1,553	1.11%	Q1 2026	May 11, 2026
Sanctuary Advisors, LLC	History	Added to	141,143	11,918	0.06%	0.05%	97	+33,923	31.64%	Q1 2026	May 05, 2026
Kestra Advisory Services, LLC	History	Reduced	139,254	11,758	0.04%	0.05%	98	-9,044	-6.1%	Q1 2026	Apr 30, 2026
Azimuth Capital Investment Management LLC	History	Added to	130,725	11,038	0.42%	0.36%	99	+5,580	4.46%	Q1 2026	May 12, 2026
ZACKS INVESTMENT MANAGEMENT	History	Added to	129,715	10,953	0.09%	0.06%	100	+40,816	45.91%	Q1 2026	May 14, 2026
PARK AVENUE SECURITIES LLC	History	Added to	129,614	10,945	0.09%	0.06%	101	+42,531	48.84%	Q1 2026	Apr 07, 2026
Americana Partners, LLC	History	Added to	126,973	10,721	0.28%	0.27%	102	+4,739	3.88%	Q1 2026	May 12, 2026
Corient Private Wealth LLC	History	Reduced	140,389	10,462	0.01%	0.02%	103	-37,700	-21.17%	Q1 2026	May 15, 2026
Global Endowment Management, LP	History	Added to	123,377	10,418	1.16%	1.13%	104	+10,796	9.59%	Q1 2026	May 14, 2026
TRUIST FINANCIAL CORP	History	Added to	123,250	10,407	0.01%	0.01%	105	+421	0.34%	Q1 2026	Apr 27, 2026
Mirae Asset Global Investments Co., Ltd.	History	Added to	123,053	10,390	0.0%	0.02%	106	+16,015	14.96%	Q1 2026	May 04, 2026
Strategic Wealth Partners, Ltd.	History	Added to	122,883	10,376	0.72%	0.64%	107	+7,154	6.18%	Q1 2026	May 12, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	History	Reduced	121,006	10,217	0.01%	0.02%	108	-236,462	-66.15%	Q1 2026	May 15, 2026
Lalia Capital, LLC	History	No change	120,000	10,132	6.4%	7.59%	109	0	0.0%	Q1 2026	May 11, 2026
Marex Group plc	History	Added to	119,716	10,108	0.06%	0.04%	110	+36,700	44.21%	Q1 2026	May 13, 2026
Pictet North America Advisors SA	History	Added to	119,014	10,049	1.0%	0.6%	111	+41,249	53.04%	Q1 2026	Apr 14, 2026
BTG Pactual Asset Management US LLC	History	Added to	116,782	9,861	0.85%	0.88%	112	+2,390	2.09%	Q1 2026	May 14, 2026
CI INVESTMENTS INC.	History	Added to	116,645	9,849	0.05%	0.03%	113	+23,505	25.24%	Q1 2026	May 13, 2026
BNP PARIBAS FINANCIAL MARKETS	History	Reduced	34,960	9,806	0.0%	0.03%	114	-23,708	-40.41%	Q1 2026	May 12, 2026
BROWN ADVISORY INC	History	Reduced	116,009	9,795	0.02%	0.01%	115	-6,180	-5.06%	Q1 2026	May 15, 2026
Ballentine Partners, LLC	History	Added to	115,715	9,770	0.14%	0.13%	116	+25	0.02%	Q1 2026	May 14, 2026
LAKE STREET PRIVATE WEALTH, LLC	History	Added to	113,613	9,593	1.22%	0.71%	117	+41,427	57.39%	Q1 2026	Apr 13, 2026
Banco Santander, S.A.	History	Reduced	113,112	9,551	0.08%	0.09%	118	-39,764	-26.01%	Q1 2026	May 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	Reduced	109,764	9,267	0.02%	0.03%	119	-94,561	-46.28%	Q1 2026	May 01, 2026
Walkner Condon Financial Advisors LLC	History	Added to	108,957	9,200	1.21%	1.09%	120	+11,476	11.77%	Q1 2026	Apr 28, 2026
Palisades Hudson Asset Management, L.P.	History	Reduced	106,859	9,023	3.52%	3.36%	121	-509	-0.47%	Q1 2026	May 07, 2026
Galaxy Digital Inc.	History	New	100,000	8,444	0.73%	—	122	+100,000	New	Q1 2026	May 14, 2026
Compagnie Lombard Odier SCmA	History	Added to	98,403	8,309	0.1%	0.06%	123	+26,795	37.42%	Q1 2026	Apr 15, 2026
FPC INVESTMENT ADVISORY, INC.	History	Added to	94,570	8,257	4.12%	2.99%	124	+26,978	39.91%	Q1 2026	May 01, 2026
SCOTIA CAPITAL INC.	History	Reduced	94,612	7,989	0.03%	0.04%	125	-40,634	-30.04%	Q1 2026	May 13, 2026
Betterment LLC	History	Added to	93,239	7,873	0.01%	0.01%	126	+21,154	29.35%	Q1 2026	May 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	History	Reduced	93,277	7,800	0.05%	0.06%	127	-7,355	-7.31%	Q1 2026	May 14, 2026
Waterloo Capital, L.P.	History	Added to	91,065	7,689	0.54%	0.52%	128	+1,059	1.18%	Q1 2026	May 12, 2026
Pathstone Holdings, LLC	History	Added to	87,980	7,429	0.03%	0.03%	129	+1,374	1.59%	Q1 2026	May 11, 2026
PEAK6 LLC	History	Added to	86,800	7,329	0.02%	0.01%	130	+27,600	46.62%	Q1 2026	May 13, 2026
Sarasin & Partners LLP	History	New	85,455	7,215	0.09%	—	131	+85,455	New	Q1 2026	Apr 13, 2026
Allianz Asset Management GmbH	History	Reduced	84,500	7,135	0.01%	0.01%	132	-74,000	-46.69%	Q1 2026	May 11, 2026
Neuberger Berman Group LLC	History	Reduced	83,039	7,011	0.01%	0.01%	133	-67,331	-44.78%	Q1 2026	May 14, 2026
ICICI Prudential Asset Management Co Ltd	History	No change	82,850	6,992	0.84%	0.78%	134	0	0.0%	Q1 2026	May 11, 2026
Private Wealth Advisors, LLC	History	Added to	82,685	6,981	1.96%	0.43%	135	+66,063	397.44%	Q1 2026	May 13, 2026
CapWealth Advisors, LLC	History	New	80,792	6,822	0.51%	—	136	+80,792	New	Q1 2026	May 05, 2026
Idaho Trust Co	History	Added to	76,413	6,452	2.1%	1.63%	137	+15,358	25.15%	Q1 2026	May 08, 2026
LMCG INVESTMENTS, LLC	History	Reduced	74,480	6,289	0.37%	0.39%	138	-9,978	-11.81%	Q1 2026	Apr 29, 2026
Stelac Advisory Services LLC	History	Added to	72,317	6,106	1.24%	1.35%	139	+24,865	52.4%	Q1 2026	May 08, 2026
COOPER INVESTORS PTY LTD	History	New	71,850	6,067	2.47%	—	140	+71,850	New	Q1 2026	Apr 27, 2026
Ascent Group, LLC	History	Added to	71,482	6,035	0.21%	0.09%	141	+40,333	129.48%	Q1 2026	May 15, 2026
Waverly Advisors, LLC	History	Added to	71,401	6,029	0.05%	0.04%	142	+5,374	8.14%	Q1 2026	May 15, 2026
Bank Julius Baer & Co. Ltd, Zurich	History	Added to	71,106	6,004	0.02%	0.01%	143	+21,669	43.83%	Q1 2026	May 05, 2026
New Republic Capital, LLC	History	Added to	69,673	5,883	1.98%	1.23%	144	+12,702	22.3%	Q1 2026	May 01, 2026
PITTENGER & ANDERSON INC	History	No change	68,375	5,773	0.23%	0.21%	145	0	0.0%	Q1 2026	May 01, 2026
Keystone Global Partners, LLC	History	Added to	68,030	5,744	2.55%	1.0%	146	+39,982	142.55%	Q1 2026	Apr 24, 2026
SYON CAPITAL LLC	History	Added to	67,678	5,714	0.29%	0.23%	147	+10,086	17.51%	Q1 2026	May 13, 2026
Silphium Asset Management Ltd	History	Reduced	66,461	5,611	2.13%	2.73%	148	-13,300	-16.67%	Q1 2026	May 05, 2026
Cresset Asset Management, LLC	History	Reduced	64,477	5,444	0.02%	0.03%	149	-10,959	-14.53%	Q1 2026	May 15, 2026
SkyView Investment Advisors, LLC	History	Added to	64,340	5,433	0.73%	0.64%	150	+1,116	1.77%	Q1 2026	May 14, 2026
Journey Advisory Group, LLC	History	Reduced	64,137	5,415	0.46%	0.44%	151	-75	-0.12%	Q1 2026	May 05, 2026
Laurel Wealth Planning LLC	History	Reduced	62,889	5,310	2.8%	2.97%	152	-3,575	-5.38%	Q1 2026	Apr 23, 2026
NLB Skladi, upravljanje premozenja, d.o.o.	History	Added to	61,554	5,197	0.25%	0.22%	153	+1,777	2.97%	Q1 2026	May 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	Added to	61,537	5,196	0.12%	0.2%	154	+9,759	18.85%	Q1 2026	Apr 27, 2026
Bank of New York Mellon Corp	History	Added to	61,501	5,193	0.0%	0.0%	155	+31,625	105.85%	Q1 2026	May 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	Added to	61,203	5,167	0.11%	0.11%	156	+2,405	4.09%	Q1 2026	May 14, 2026
Corecam Pte. Ltd.	History	Added to	60,550	5,112	2.22%	2.43%	157	+2,600	4.49%	Q1 2026	Apr 14, 2026
Vestmark Advisory Solutions, Inc.	History	Added to	59,185	4,997	0.06%	0.06%	158	+8,567	16.92%	Q1 2026	May 15, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC	History	No change	58,376	4,929	0.57%	0.54%	159	0	0.0%	Q1 2026	May 14, 2026
EP Wealth Advisors, LLC	History	Reduced	57,989	4,896	0.02%	0.03%	160	-2,255	-3.74%	Q1 2026	May 14, 2026
PRINCIPAL FINANCIAL GROUP INC	History	Added to	57,623	4,865	0.0%	0.0%	161	+17,047	42.01%	Q1 2026	May 04, 2026
PATTEN & PATTEN INC/TN	History	Added to	57,387	4,845	0.29%	0.14%	162	+28,256	97.0%	Q1 2026	May 01, 2026
SUN LIFE FINANCIAL INC	History	Reduced	57,372	4,844	0.28%	0.32%	163	-18,650	-24.53%	Q1 2026	May 14, 2026
MERIDIAN MANAGEMENT CO	History	No change	57,100	4,821	1.2%	1.14%	164	0	0.0%	Q1 2026	May 05, 2026
CoreCap Advisors, LLC	History	Added to	55,803	4,712	0.16%	0.07%	165	+30,407	119.73%	Q1 2026	Apr 07, 2026
Jasper Ridge Partners, L.P.	History	No change	54,925	4,637	0.1%	0.1%	166	0	0.0%	Q1 2026	May 11, 2026
JONES FINANCIAL COMPANIES LLLP	History	Added to	56,876	4,631	0.0%	0.0%	167	+9,189	19.27%	Q1 2026	May 15, 2026
Sierra Capital LLC	History	Added to	55,061	4,593	0.5%	0.45%	168	+2,638	5.03%	Q1 2026	May 15, 2026
Sava Infond d.o.o.	History	Added to	54,330	4,587	0.65%	0.53%	169	+6,000	12.41%	Q1 2026	May 11, 2026
Solstein Capital, LLC	History	Added to	54,041	4,563	1.87%	1.61%	170	+4,314	8.68%	Q1 2026	May 14, 2026
Cordoba Advisory Partners LLC	History	Reduced	53,933	4,554	1.26%	1.33%	171	-12,629	-18.97%	Q1 2026	Apr 28, 2026
NORTHERN TRUST CORP	History	Added to	53,574	4,523	0.0%	0.0%	172	+16,181	43.27%	Q1 2026	May 14, 2026
Y-Intercept (Hong Kong) Ltd	History	Added to	53,320	4,502	0.09%	0.01%	173	+48,042	910.23%	Q1 2026	Apr 27, 2026
Archford Capital Strategies, LLC	History	Added to	52,963	4,472	0.51%	0.24%	174	+27,808	110.55%	Q1 2026	Apr 15, 2026
BLAIR WILLIAM & CO/IL	History	Reduced	52,782	4,456	0.01%	0.01%	175	-4,911	-8.51%	Q1 2026	May 08, 2026
WELLINGTON MANAGEMENT GROUP LLP	History	Added to	51,326	4,333	0.0%	0.0%	176	+45,826	833.2%	Q1 2026	May 15, 2026
Creative Planning	History	Added to	50,842	4,293	0.0%	0.0%	177	+4,223	9.06%	Q1 2026	May 12, 2026
LARCH CAPITAL PARTNERS LLC	History	No change	50,733	4,283	0.62%	0.56%	178	0	0.0%	Q1 2026	May 15, 2026
IPG Investment Advisors LLC	History	Reduced	50,545	4,268	0.73%	0.81%	179	-6,841	-11.92%	Q1 2026	May 12, 2026
Cypress Capital Group	History	Added to	50,230	4,241	0.48%	0.44%	180	+2,035	4.22%	Q1 2026	May 15, 2026
Quantitative Investment Management, LLC	History	New	49,471	4,177	0.43%	—	181	+49,471	New	Q1 2026	May 15, 2026
JTC Employer Solutions Trustee Ltd	History	No change	48,837	4,123	0.34%	0.27%	182	0	0.0%	Q1 2026	May 19, 2026
TUDOR INVESTMENT CORP ET AL	History	Reduced	48,599	4,103	0.01%	0.02%	183	-105,200	-68.4%	Q1 2026	May 15, 2026
WESCAP Management Group, Inc.	History	Reduced	48,121	4,063	0.8%	0.79%	184	-383	-0.79%	Q1 2026	May 12, 2026
Caprock Group, LLC	History	Added to	48,066	4,058	0.1%	0.08%	185	+3,902	8.84%	Q1 2026	May 11, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	Added to	47,797	4,035	0.29%	0.26%	186	+3,730	8.46%	Q1 2026	May 12, 2026
Integrated Wealth Concepts LLC	History	Added to	47,606	4,019	0.03%	0.04%	187	+5,933	14.24%	Q1 2026	May 15, 2026
FMR LLC	History	Added to	47,077	3,975	0.0%	0.0%	188	+5,745	13.9%	Q1 2026	May 15, 2026
Quantinno Capital Management LP	History	Added to	46,297	3,909	0.01%	0.01%	189	+1,690	3.79%	Q1 2026	May 15, 2026
ProShare Advisors LLC	History	No change	46,250	3,905	0.01%	0.01%	190	0	0.0%	Q1 2026	Apr 24, 2026
Steward Partners Investment Advisory, LLC	History	Reduced	44,987	3,798	0.02%	0.08%	191	-146,304	-76.48%	Q1 2026	May 08, 2026
Mission Creek Capital Partners, Inc.	History	Added to	44,959	3,796	0.76%	0.05%	192	+41,632	1251.34%	Q1 2026	May 14, 2026
Clearstead Advisors, LLC	History	Added to	44,908	3,792	0.03%	0.0%	193	+41,355	1163.95%	Q1 2026	May 06, 2026
Prosperity Consulting Group, LLC	History	Added to	44,102	3,723	0.17%	0.07%	194	+24,985	130.7%	Q1 2026	May 05, 2026
Cerity Partners LLC	History	Added to	43,981	3,713	0.01%	0.0%	195	+20,301	85.73%	Q1 2026	May 15, 2026
Trinity Wealth Management, LLC	History	Reduced	43,925	3,709	1.36%	1.33%	196	-642	-1.44%	Q1 2026	Apr 17, 2026
Advisor Resource Council	History	Reduced	42,821	3,615	1.17%	1.54%	197	-10,763	-20.09%	Q1 2026	May 07, 2026
Hyposwiss Advisors SA	History	No change	42,750	3,609	3.57%	3.39%	198	0	0.0%	Q1 2026	Apr 30, 2026
Prostatis Group LLC	History	Reduced	42,373	3,577	0.92%	0.92%	199	-5,389	-11.28%	Q1 2026	May 12, 2026
OneDigital Investment Advisors LLC	History	Reduced	41,917	3,539	0.03%	0.03%	200	-557	-1.31%	Q1 2026	May 08, 2026
Baird Financial Group, Inc.	History	Added to	41,876	3,536	0.01%	0.0%	201	+15,090	56.34%	Q1 2026	May 14, 2026
Jefferies Financial Group Inc.	History	Added to	41,573	3,510	0.02%	0.01%	202	+19,947	92.24%	Q1 2026	May 07, 2026
TRUE Private Wealth Advisors	History	New	41,557	3,509	0.33%	—	203	+41,557	New	Q1 2026	May 15, 2026
Equitable Holdings, Inc.	History	Added to	42,751	3,458	0.02%	0.02%	204	+8,365	24.33%	Q1 2026	May 15, 2026
SG Americas Securities, LLC	History	Reduced	40,769	3,443	0.0%	0.01%	205	-25,909	-38.86%	Q1 2026	Apr 16, 2026
Performa Ltd (US), LLC	History	No change	40,323	3,404	0.77%	0.83%	206	0	0.0%	Q1 2026	May 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	Reduced	40,274	3,400	0.04%	0.11%	207	-66,295	-62.21%	Q1 2026	May 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	40,251	3,398	0.0%	0.01%	208	-22,665	-36.02%	Q1 2026	Apr 27, 2026
Dynamic Wealth Strategies, LLC	History	Added to	40,115	3,387	1.96%	1.89%	209	+881	2.25%	Q1 2026	May 13, 2026
Evernest Financial Advisors, LLC	History	Added to	38,501	3,375	0.7%	0.56%	210	+8,976	30.4%	Q1 2026	May 04, 2026
Hudson Portfolio Management LLC	History	Added to	39,793	3,360	2.83%	2.51%	211	+3,708	10.28%	Q1 2026	May 14, 2026
SIG BROKERAGE, LP	History	No change	39,750	3,356	0.09%	0.1%	212	0	0.0%	Q1 2026	May 15, 2026
5th Street Advisors, LLC	History	New	39,355	3,323	1.43%	—	213	+39,355	New	Q1 2026	May 04, 2026
Tepp RIA, LLC	History	New	39,287	3,317	2.6%	—	214	+39,287	New	Q1 2026	Apr 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Added to	38,669	3,298	0.01%	0.0%	215	+2,630	7.3%	Q1 2026	Apr 08, 2026
AlTi Global, Inc.	History	Added to	38,985	3,291	0.07%	0.07%	216	+153	0.39%	Q1 2026	May 07, 2026
Freedom Day Solutions, LLC	History	Added to	38,674	3,265	0.88%	0.85%	217	+20	0.05%	Q1 2026	May 05, 2026
MGO ONE SEVEN LLC	History	Added to	38,247	3,229	0.06%	0.06%	218	+2,524	7.07%	Q1 2026	May 14, 2026
Cambridge Investment Research Advisors, Inc.	History	Added to	37,520	3,168	0.01%	0.0%	219	+15,994	74.3%	Q1 2026	Apr 30, 2026
DV Trading LLC	History	Added to	37,500	3,166	0.08%	0.04%	220	+20,406	119.38%	Q1 2026	May 15, 2026
Rock Creek Group LLC	History	No change	36,880	3,114	0.32%	0.33%	221	0	0.0%	Q1 2026	May 11, 2026
&PARTNERS	History	Reduced	36,732	3,101	0.02%	0.02%	222	-385	-1.04%	Q1 2026	May 15, 2026
Focus Partners Wealth	History	Added to	36,297	3,064	0.0%	0.0%	223	+12,429	52.07%	Q1 2026	May 14, 2026
DE BURLO GROUP INC	History	New	35,900	3,031	0.69%	—	224	+35,900	New	Q1 2026	May 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD	History	No change	35,039	2,958	0.01%	0.01%	225	0	0.0%	Q1 2026	May 13, 2026
BECKER CAPITAL MANAGEMENT INC	History	Reduced	34,946	2,950	0.09%	0.08%	226	-125	-0.36%	Q1 2026	May 11, 2026
BANQUE PICTET & CIE SA	History	Reduced	34,781	2,936	0.02%	0.02%	227	-7,685	-18.1%	Q1 2026	Apr 14, 2026
ALLSTATE CORP	History	Added to	34,700	2,930	0.03%	0.01%	228	+21,300	158.96%	Q1 2026	May 11, 2026
Empowered Funds, LLC	History	New	34,531	2,915	0.02%	—	230	+34,531	New	Q1 2026	May 14, 2026
World Investment Advisors	History	Added to	34,527	2,915	0.05%	0.03%	229	+8,068	30.49%	Q1 2026	Apr 27, 2026
Coastal Bridge Advisors, LLC	History	Reduced	33,511	2,829	0.2%	0.2%	231	-442	-1.3%	Q1 2026	May 14, 2026
Walleye Trading LLC	History	Reduced	33,100	2,794	0.0%	0.01%	232	-16,500	-33.27%	Q1 2026	May 08, 2026
PENOBSCOT WEALTH MANAGEMENT	History	Added to	32,670	2,758	0.82%	0.78%	233	+1,355	4.33%	Q1 2026	Apr 20, 2026
NewEdge Wealth, LLC	History	Added to	32,655	2,757	0.03%	0.02%	234	+9,541	41.28%	Q1 2026	May 13, 2026
Slocum, Gordon & Co LLP	History	Added to	32,625	2,754	1.87%	1.91%	235	+25	0.08%	Q1 2026	Apr 15, 2026
CHILTON INVESTMENT CO INC.	History	New	32,514	2,745	0.06%	—	236	+32,514	New	Q1 2026	May 15, 2026
Janney Montgomery Scott LLC	History	Added to	32,343	2,731	0.01%	0.0%	237	+13,290	69.75%	Q1 2026	Apr 22, 2026
Union Bancaire Privee, UBP SA	History	Added to	33,838	2,703	0.04%	0.03%	238	+227	0.68%	Q1 2026	Apr 22, 2026
Lifeworks Advisors, LLC	History	Added to	31,367	2,648	0.34%	0.24%	239	+8,048	34.51%	Q1 2026	May 04, 2026
Roundview Capital LLC	History	Reduced	31,306	2,643	0.16%	0.16%	240	-887	-2.76%	Q1 2026	May 08, 2026
QUATTRO FINANCIAL ADVISORS LLC	History	Reduced	30,964	2,614	0.79%	0.78%	241	-1,589	-4.88%	Q1 2026	Apr 22, 2026
Private Advisor Group, LLC	History	Added to	30,927	2,611	0.01%	0.01%	242	+1,756	6.02%	Q1 2026	Apr 24, 2026
Pekin Hardy Strauss, Inc.	History	Added to	30,466	2,572	0.27%	0.14%	243	+12,195	66.75%	Q1 2026	May 06, 2026
MEITAV INVESTMENT HOUSE LTD	History	No change	30,368	2,564	0.03%	0.03%	244	0	0.0%	Q1 2026	Apr 29, 2026
LSP Investment Advisors, LLC	History	No change	30,000	2,533	1.84%	1.29%	245	0	0.0%	Q1 2026	May 15, 2026
CUMBERLAND ADVISORS INC	History	Reduced	29,455	2,487	0.97%	0.91%	246	-190	-0.64%	Q1 2026	Apr 27, 2026
Aragon Global Management, LP	History	New	29,375	2,480	1.73%	—	247	+29,375	New	Q1 2026	May 15, 2026
NorthRock Partners, LLC	History	Added to	29,215	2,466	0.04%	0.03%	248	+8,466	40.8%	Q1 2026	May 15, 2026
Envestnet Portfolio Solutions, Inc.	History	Reduced	28,970	2,446	0.01%	0.01%	249	-3,498	-10.77%	Q1 2026	Apr 29, 2026
Corecam AG	History	No change	28,910	2,441	2.08%	2.28%	250	0	0.0%	Q1 2026	Apr 21, 2026
LOM Asset Management Ltd	History	Added to	28,784	2,430	0.7%	0.67%	251	+60	0.21%	Q1 2026	May 05, 2026
Aureus Asset Management, LLC	History	New	27,470	2,319	0.15%	—	252	+27,470	New	Q1 2026	May 13, 2026
Chesley Taft & Associates LLC	History	Reduced	27,212	2,297	0.1%	0.09%	253	-755	-2.7%	Q1 2026	Apr 13, 2026
OAK FAMILY ADVISORS, LLC	History	Reduced	27,067	2,285	0.64%	0.61%	254	-535	-1.94%	Q1 2026	Apr 20, 2026
Summit Trail Advisors, LLC	History	Added to	26,664	2,251	0.03%	0.04%	255	+1,062	4.15%	Q1 2026	May 12, 2026
Csenge Advisory Group	History	Added to	26,322	2,222	0.1%	0.06%	256	+9,882	60.11%	Q1 2026	Apr 30, 2026
Paragon Capital Management Ltd	History	Reduced	26,255	2,217	0.47%	0.42%	257	-110	-0.42%	Q1 2026	Apr 15, 2026
LOOMIS SAYLES & CO L P	History	Added to	26,254	2,216	0.0%	0.0%	258	+6,254	31.27%	Q1 2026	May 14, 2026
Cedar Wealth Management, LLC	History	No change	26,231	2,214	0.64%	0.63%	259	0	0.0%	Q1 2026	May 14, 2026
Bulltick Wealth Management, LLC	History	Added to	26,132	2,206	0.49%	0.42%	260	+1,509	6.13%	Q1 2026	Apr 27, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	History	Added to	25,852	2,182	0.33%	0.28%	261	+1,265	5.14%	Q1 2026	May 07, 2026
Transamerica Financial Advisors, LLC	History	Reduced	25,700	2,170	0.18%	0.18%	262	-1,682	-6.14%	Q1 2026	May 15, 2026
Pasadena Private Wealth, LLC	History	Reduced	25,519	2,154	0.3%	0.29%	263	-692	-2.64%	Q1 2026	Apr 22, 2026
IFP Advisors, Inc	History	Added to	25,459	2,149	0.04%	0.03%	264	+8,610	51.1%	Q1 2026	Apr 13, 2026
SSI INVESTMENT MANAGEMENT LLC	History	Reduced	25,051	2,115	0.15%	0.23%	265	-16,972	-40.39%	Q1 2026	May 13, 2026
Trek Financial, LLC	History	Reduced	25,043	2,114	0.11%	0.14%	266	-5,403	-17.75%	Q1 2026	May 13, 2026
BlueCrest Capital Management Ltd	History	New	25,000	2,111	0.12%	—	267	+25,000	New	Q1 2026	May 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC	History	Added to	23,820	2,101	0.12%	0.11%	268	+546	2.35%	Q1 2026	Apr 17, 2026
RoundAngle Advisors LLC	History	Reduced	24,245	2,047	1.53%	1.6%	269	-3,028	-11.1%	Q1 2026	Apr 08, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	History	No change	23,945	2,021	0.13%	0.13%	270	0	0.0%	Q1 2026	May 06, 2026
SSA SWISS ADVISORS AG	History	No change	24,649	1,991	0.93%	0.93%	271	0	0.0%	Q4 2025	Feb 26, 2026
US BANCORP \DE\	History	Added to	23,042	1,945	0.0%	0.0%	272	+1,458	6.76%	Q1 2026	May 14, 2026
Schonfeld Strategic Advisors LLC	History	New	23,000	1,942	0.01%	—	273	+23,000	New	Q1 2026	May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Added to	22,461	1,896	0.0%	0.0%	274	+6,040	36.78%	Q1 2026	May 15, 2026
MMBG INVESTMENT ADVISORS CO.	History	Added to	22,007	1,858	0.17%	0.14%	275	+1,605	7.87%	Q1 2026	Apr 30, 2026
1832 Asset Management L.P.	History	Added to	22,001	1,857	0.0%	0.0%	276	+2,415	12.33%	Q1 2026	May 14, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC	History	No change	21,822	1,842	1.0%	0.8%	277	0	0.0%	Q1 2026	May 11, 2026
E&G Advisors, LP	History	Reduced	21,383	1,805	0.4%	0.39%	278	-72	-0.34%	Q1 2026	Apr 21, 2026
Onyx Bridge Wealth Group LLC	History	New	21,267	1,795	0.19%	—	279	+21,267	New	Q1 2026	Apr 22, 2026
Circle Wealth Management, LLC	History	No change	21,256	1,794	0.03%	0.03%	280	0	0.0%	Q1 2026	May 11, 2026
Point72 Asset Management, L.P.	History	Reduced	21,100	1,781	0.0%	0.01%	281	-38,800	-64.77%	Q1 2026	May 15, 2026
Parallel Advisors, LLC	History	Added to	20,720	1,749	0.03%	0.02%	282	+6,870	49.6%	Q1 2026	May 07, 2026
Black Maple Capital Management LP	History	Reduced	20,659	1,744	0.97%	2.21%	283	-18,500	-47.24%	Q1 2026	May 15, 2026
MEEDER ASSET MANAGEMENT INC	History	Reduced	20,323	1,716	0.1%	0.12%	284	-6,499	-24.23%	Q1 2026	May 07, 2026
COOPERMAN LEON G	History	Added to	20,315	1,715	0.06%	0.04%	285	+6,010	42.01%	Q1 2026	May 15, 2026
iA Global Asset Management Inc.	History	Added to	20,285	1,713	0.02%	0.01%	286	+10,023	97.67%	Q1 2026	Apr 23, 2026
FIDUCIARY FINANCIAL GROUP, LLC	History	Reduced	20,222	1,707	0.23%	0.23%	287	-213	-1.04%	Q1 2026	Apr 13, 2026
Orion Porfolio Solutions, LLC	History	Added to	20,101	1,697	0.01%	0.01%	288	+5,059	33.63%	Q1 2026	May 13, 2026
Michelson Medical Research Foundation, Inc.	History	No change	20,100	1,697	1.72%	1.63%	289	0	0.0%	Q1 2026	May 15, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	New	20,000	1,688	0.06%	—	290	+20,000	New	Q1 2026	May 07, 2026
Optiver Holding B.V.	History	New	19,734	1,666	0.0%	—	291	+19,734	New	Q1 2026	May 15, 2026
Hilltop Holdings Inc.	History	New	19,682	1,661	0.15%	—	292	+19,682	New	Q1 2026	May 14, 2026
Breakwater Capital Group	History	Added to	19,641	1,658	0.22%	0.18%	293	+4,025	25.77%	Q1 2026	Apr 20, 2026
Clarius Group, LLC	History	No change	20,505	1,655	0.09%	0.09%	294	0	0.0%	Q4 2025	Jan 14, 2026
Y.D. More Investments Ltd	History	No change	19,503	1,646	0.06%	0.08%	295	0	0.0%	Q1 2026	May 04, 2026
Cornerstone Capital, Inc.	History	Added to	19,455	1,642	0.16%	0.15%	296	+125	0.65%	Q1 2026	May 12, 2026
Advisory Services Network, LLC	History	Added to	19,117	1,614	0.02%	0.01%	297	+6,199	47.99%	Q1 2026	May 15, 2026
GTS SECURITIES LLC	History	Reduced	18,661	1,575	0.06%	0.12%	298	-23,975	-56.23%	Q1 2026	May 14, 2026
PLANWISER FINANCIAL, LLC	History	New	17,663	1,573	1.14%	—	299	+17,663	New	Q1 2026	May 12, 2026
Strategic Financial Partners, Ltd.	History	New	18,590	1,569	0.68%	—	300	+18,590	New	Q1 2026	May 01, 2026
STOCK YARDS BANK & TRUST CO	History	Added to	18,569	1,567	0.05%	0.02%	301	+9,028	94.62%	Q1 2026	Apr 24, 2026
Farther Finance Advisors, LLC	History	Added to	17,733	1,533	0.01%	0.01%	302	+5,993	51.05%	Q1 2026	Apr 07, 2026
National Philanthropic Trust	History	Reduced	18,150	1,532	0.02%	0.03%	303	-13,721	-43.05%	Q1 2026	May 15, 2026
Ameritas Advisory Services, LLC	History	Added to	18,019	1,521	0.06%	0.04%	305	+4,863	36.96%	Q1 2026	May 12, 2026
South Shore Capital Advisors	History	Added to	18,013	1,521	1.11%	0.78%	304	+4,796	36.29%	Q1 2026	Apr 28, 2026
GUIDANCE CAPITAL, INC	History	Added to	17,006	1,518	0.34%	0.32%	306	+1,635	10.64%	Q1 2026	May 08, 2026
Institute for Wealth Management, LLC.	History	Added to	17,921	1,513	0.16%	0.15%	307	+79	0.44%	Q1 2026	May 13, 2026
D. E. Shaw & Co., Inc.	History	Reduced	17,649	1,490	0.0%	0.0%	308	-21,420	-54.83%	Q1 2026	May 15, 2026
Israel Discount Bank of New York	History	Added to	17,438	1,472	3.23%	2.3%	309	+6,970	66.58%	Q1 2026	Apr 06, 2026
Stonebridge Financial Planning Group, LLC	History	Added to	17,356	1,465	0.54%	0.49%	310	+494	2.93%	Q1 2026	May 08, 2026
Phoenix Financial Ltd.	History	Reduced	17,116	1,445	0.01%	0.06%	311	-46,883	-73.26%	Q1 2026	May 11, 2026
NISA INVESTMENT ADVISORS, LLC	History	No change	17,100	1,443	0.01%	0.0%	312	0	0.0%	Q1 2026	Apr 30, 2026
Mariner, LLC	History	Added to	16,991	1,434	0.0%	0.0%	313	+2,837	20.04%	Q1 2026	May 13, 2026
Arista Wealth Management, LLC	History	No change	16,541	1,396	0.17%	0.16%	314	0	0.0%	Q1 2026	Apr 30, 2026
MENORA MIVTACHIM HOLDINGS LTD.	History	Added to	16,500	1,393	0.01%	0.0%	315	+9,500	135.71%	Q1 2026	May 14, 2026
CHOREO, LLC	History	Reduced	16,438	1,388	0.02%	0.02%	316	-412	-2.45%	Q1 2026	May 12, 2026
SageView Advisory Group, LLC	History	No change	17,027	1,374	0.05%	0.05%	317	0	0.0%	Q4 2025	Feb 17, 2026
JGP Wealth Management, LLC	History	Added to	15,919	1,344	0.14%	0.13%	318	+647	4.24%	Q1 2026	Apr 08, 2026
CENTAURUS FINANCIAL, INC.	History	New	15,272	1,290	0.06%	—	319	+15,272	New	Q1 2026	May 18, 2026
TIEMANN INVESTMENT ADVISORS, LLC	History	Reduced	15,207	1,284	0.5%	0.5%	320	-775	-4.85%	Q1 2026	May 12, 2026
D.A. DAVIDSON & CO.	History	Added to	15,065	1,272	0.01%	0.01%	321	+974	6.91%	Q1 2026	May 05, 2026
MassMutual Private Wealth & Trust, FSB	History	Reduced	15,007	1,267	0.03%	0.03%	322	-260	-1.7%	Q1 2026	Apr 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Added to	14,962	1,263	0.02%	0.01%	323	+7,780	108.33%	Q1 2026	Apr 20, 2026
NAVELLIER & ASSOCIATES INC	History	Reduced	14,862	1,254	0.13%	0.15%	324	-1,780	-10.7%	Q1 2026	May 07, 2026
RAHLFS CAPITAL, LLC	History	No change	14,760	1,246	0.92%	0.92%	325	0	0.0%	Q1 2026	May 11, 2026
FIDELIS CAPITAL PARTNERS, LLC	History	New	14,638	1,236	0.09%	—	326	+14,638	New	Q1 2026	May 06, 2026
Dorsey & Whitney Trust CO LLC	History	Added to	14,521	1,226	0.07%	0.06%	327	+54	0.37%	Q1 2026	May 14, 2026
CIDEL ASSET MANAGEMENT INC	History	Reduced	14,480	1,222	0.07%	0.08%	328	-341	-2.3%	Q1 2026	Apr 17, 2026
Genesee Capital Advisors, LLC	History	Reduced	14,274	1,205	0.5%	0.47%	329	-276	-1.9%	Q1 2026	Apr 22, 2026
CAMELOT TECHNOLOGY ADVISORS, INC.	History	No change	14,047	1,186	0.86%	0.84%	330	0	0.0%	Q1 2026	Apr 09, 2026
WBH ADVISORY INC	History	Added to	13,711	1,185	0.09%	0.08%	331	+168	1.24%	Q1 2026	Apr 27, 2026
Rockingstone Advisors LLC	History	Reduced	14,020	1,183	0.54%	0.52%	332	-4	-0.03%	Q1 2026	Apr 09, 2026
Innova Wealth Partners	History	Reduced	13,986	1,180	0.56%	1.8%	333	-30,305	-68.42%	Q1 2026	Apr 24, 2026
SteelPeak Wealth, LLC	History	Added to	13,669	1,154	0.04%	0.04%	334	+142	1.05%	Q1 2026	May 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	Added to	13,611	1,149	0.05%	0.04%	335	+423	3.21%	Q1 2026	May 12, 2026
Beacon Pointe Advisors, LLC	History	Added to	13,588	1,147	0.01%	0.0%	336	+8,531	168.7%	Q1 2026	May 15, 2026
Wilmington Savings Fund Society, FSB	History	No change	13,492	1,139	0.03%	0.03%	337	0	0.0%	Q1 2026	Apr 30, 2026
Curi Capital, LLC	History	Reduced	13,485	1,138	0.02%	0.02%	338	-3,563	-20.9%	Q1 2026	May 15, 2026
Snowden Capital Advisors LLC	History	Added to	13,465	1,136	0.03%	0.02%	339	+2,837	26.69%	Q1 2026	May 14, 2026
CIBC Asset Management Inc	History	Added to	13,452	1,135	0.0%	0.0%	340	+3,328	32.87%	Q1 2026	May 12, 2026
Aspen Grove Capital, LLC	History	No change	13,339	1,126	0.22%	0.19%	341	0	0.0%	Q1 2026	May 14, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	History	Added to	13,297	1,122	0.69%	0.66%	342	+212	1.62%	Q1 2026	Apr 22, 2026
LAZARD ASSET MANAGEMENT LLC	History	Reduced	13,242	1,118	0.0%	0.0%	343	-7,035	-34.69%	Q1 2026	May 15, 2026
Greenwich Wealth Management LLC	History	Reduced	13,235	1,118	0.05%	0.06%	344	-3,326	-20.08%	Q1 2026	May 12, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	Added to	12,965	1,094	0.02%	0.01%	345	+1,745	15.55%	Q1 2026	May 01, 2026
Dynamic Advisor Solutions LLC	History	Reduced	12,899	1,089	0.03%	0.04%	346	-1,478	-10.28%	Q1 2026	Apr 08, 2026
Central Pacific Bank - Trust Division	History	Reduced	12,770	1,078	0.14%	0.22%	347	-9,310	-42.16%	Q1 2026	Apr 07, 2026
Allworth Financial LP	History	Reduced	12,724	1,074	0.0%	0.0%	348	-1,049	-7.62%	Q1 2026	May 14, 2026
Maridea Wealth Management LLC	History	Added to	12,608	1,064	0.15%	0.14%	349	+1,265	11.15%	Q1 2026	Apr 21, 2026
Arkadios Wealth Advisors	History	Added to	12,503	1,055	0.02%	0.02%	350	+2,752	28.22%	Q1 2026	May 18, 2026
McHugh Group, LLC	History	New	12,450	1,051	0.62%	—	351	+12,450	New	Q1 2026	Apr 17, 2026
Independence Wealth Advisors, LLC	History	Reduced	12,391	1,046	0.56%	0.91%	352	-7,665	-38.22%	Q1 2026	Apr 20, 2026
Quantbot Technologies LP	History	Added to	12,108	1,022	0.04%	0.02%	353	+5,912	95.42%	Q1 2026	May 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	History	New	11,875	1,002	0.01%	—	354	+11,875	New	Q1 2026	May 01, 2026
Strait & Sound Wealth Management LLC	History	Reduced	11,504	971	0.36%	0.35%	355	-18	-0.16%	Q1 2026	May 18, 2026
HighPoint Advisor Group LLC	History	New	11,236	948	0.04%	—	356	+11,236	New	Q1 2026	May 14, 2026
Rehmann Capital Advisory Group	History	Added to	11,085	936	0.05%	0.03%	357	+3,316	42.68%	Q1 2026	May 15, 2026
Asset One Wealth Management LLC	History	New	10,533	917	0.1%	—	358	+10,533	New	Q1 2026	May 12, 2026
LAFFER TENGLER INVESTMENTS, INC.	History	No change	10,838	915	0.14%	0.13%	359	0	0.0%	Q1 2026	May 13, 2026
NOMURA ASSET MANAGEMENT CO LTD	History	No change	10,700	903	0.0%	0.0%	360	0	0.0%	Q1 2026	May 11, 2026
STRATEGY ASSET MANAGERS LLC	History	New	10,614	896	0.15%	—	361	+10,614	New	Q1 2026	May 12, 2026
TORONTO DOMINION BANK	History	Reduced	10,582	893	0.0%	0.0%	362	-6,990	-39.78%	Q1 2026	May 15, 2026
Brookstone Capital Management	History	Reduced	10,487	885	0.01%	0.01%	363	-909	-7.98%	Q1 2026	Apr 16, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	10,270	867	0.05%	0.05%	364	0	0.0%	Q1 2026	May 07, 2026
METLIFE INC	History	Added to	10,189	854	6.92%	6.78%	365	+34	0.33%	Q1 2026	May 14, 2026
Sequoia Financial Advisors, LLC	History	Added to	10,047	848	0.0%	0.0%	366	+276	2.82%	Q1 2026	Apr 30, 2026
Pilgrim Partners Asia Pte Ltd	History	New	10,000	844	0.34%	—	367	+10,000	New	Q1 2026	May 12, 2026
Alaska Wealth Advisors, LLC	History	Reduced	9,933	838	0.1%	0.18%	368	-7,907	-44.32%	Q1 2026	Apr 24, 2026
Vivaldi Capital Management LP	History	Added to	9,865	833	0.12%	0.11%	369	+18	0.18%	Q1 2026	May 14, 2026
Regal Investment Advisors LLC	History	Added to	9,849	831	0.05%	0.04%	370	+1,750	21.61%	Q1 2026	May 14, 2026
PRINCIPAL SECURITIES, INC.	History	Added to	9,783	826	0.01%	0.01%	371	+5,431	124.79%	Q1 2026	May 13, 2026
GLOBALT Investments LLC / GA	History	No change	9,783	826	0.03%	0.03%	372	0	0.0%	Q1 2026	May 15, 2026
Sage Capital Advisors,llc	History	No change	9,756	823	0.19%	0.19%	373	0	0.0%	Q1 2026	Apr 07, 2026
Providence First Trust Co	History	Reduced	9,659	815	0.29%	0.31%	374	-1,608	-14.27%	Q1 2026	May 04, 2026
PACIFIC FINANCIAL GROUP INC	History	Added to	9,621	812	0.44%	0.38%	375	+1,144	13.5%	Q1 2026	May 14, 2026
BRIAN LOW FINANCIAL GROUP, LLC	History	Added to	9,592	809	0.55%	0.51%	376	+739	8.35%	Q1 2026	Apr 20, 2026
EVOLVE PRIVATE WEALTH, LLC	History	New	9,574	808	0.04%	—	377	+9,574	New	Q1 2026	Apr 16, 2026
BBR PARTNERS, LLC	History	Added to	9,544	805	0.04%	0.04%	378	+1,340	16.33%	Q1 2026	May 12, 2026
CIBC Private Wealth Group LLC	History	No change	9,890	798	0.0%	0.0%	379	0	0.0%	Q4 2025	Feb 12, 2026
CIBC Bancorp USA Inc.	History	New	9,447	797	0.0%	—	381	+9,447	New	Q1 2026	May 12, 2026
CX Institutional	History	Reduced	9,443	797	0.02%	0.02%	380	-38	-0.4%	Q1 2026	Apr 06, 2026
CreativeOne Wealth, LLC	History	Added to	9,203	777	0.02%	0.01%	382	+3,971	75.9%	Q1 2026	May 15, 2026
Spire Wealth Management	History	No change	9,213	777	0.03%	0.02%	383	0	0.0%	Q1 2026	Apr 22, 2026
Gotham Asset Management, LLC	History	New	9,188	775	0.0%	—	384	+9,188	New	Q1 2026	May 15, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	9,148	772	0.0%	0.0%	386	+3,040	49.77%	Q1 2026	May 14, 2026
OPPENHEIMER & CO INC	History	Reduced	9,146	772	0.01%	0.01%	385	-731	-7.4%	Q1 2026	Apr 23, 2026
REBALANCE, LLC	History	No change	8,945	755	0.04%	0.04%	387	0	0.0%	Q1 2026	May 11, 2026
Concurrent Investment Advisors, LLC	History	Added to	8,799	742	0.01%	0.01%	388	+2,682	43.85%	Q1 2026	Apr 20, 2026
River Wealth Advisors LLC	History	No change	8,551	722	0.08%	0.08%	389	0	0.0%	Q1 2026	May 13, 2026
Merit Financial Group, LLC	History	Added to	8,535	720	0.01%	0.0%	390	+1,617	23.37%	Q1 2026	Apr 15, 2026
IEQ CAPITAL, LLC	History	Added to	8,513	718	0.0%	0.0%	392	+966	12.8%	Q1 2026	May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Added to	8,504	718	0.0%	0.0%	391	+408	5.04%	Q1 2026	May 13, 2026
ARMSTRONG ADVISORY GROUP, INC	History	Reduced	8,485	716	0.05%	2.07%	393	-370,935	-97.76%	Q1 2026	Apr 10, 2026
GeoWealth Management, LLC	History	Added to	8,455	713	0.03%	0.02%	394	+2,277	36.86%	Q1 2026	May 13, 2026
Forum Finance Group S.A.	History	New	10,347	706	0.38%	—	395	+10,347	New	Q1 2026	May 07, 2026
Global Retirement Partners, LLC	History	No change	8,677	700	0.01%	0.01%	396	0	0.0%	Q4 2025	Feb 06, 2026
Brooklyn Investment Group	History	No change	8,292	700	0.02%	0.03%	397	0	0.0%	Q1 2026	Apr 29, 2026
Composition Wealth, LLC	History	Added to	8,216	693	0.01%	0.01%	398	+507	6.58%	Q1 2026	Apr 08, 2026
Invst, LLC	History	Added to	8,212	693	0.08%	0.07%	399	+381	4.87%	Q1 2026	May 13, 2026
Moors & Cabot, Inc.	History	Added to	8,168	689	0.03%	0.03%	400	+91	1.13%	Q1 2026	May 08, 2026
Clear Harbor Asset Management, LLC	History	Added to	8,101	684	0.05%	0.03%	401	+2,786	52.42%	Q1 2026	May 05, 2026
F&V Capital Management, LLC	History	Added to	8,005	676	0.14%	0.12%	402	+800	11.1%	Q1 2026	Apr 27, 2026
Baldwin Investment Management, LLC	History	No change	7,921	668	0.08%	0.07%	403	0	0.0%	Q1 2026	May 12, 2026
DIMENSION CAPITAL MANAGEMENT LLC	History	Added to	7,766	655	0.09%	0.05%	404	+3,347	75.74%	Q1 2026	May 15, 2026
BRADLEY FOSTER & SARGENT INC/CT	History	Reduced	7,551	637	0.01%	0.01%	405	-1,088	-12.59%	Q1 2026	May 15, 2026
PHILADELPHIA TRUST CO	History	Added to	7,500	633	0.04%	0.01%	406	+5,000	200.0%	Q1 2026	May 13, 2026
Robertson Stephens Wealth Management, LLC	History	Added to	7,459	629	0.02%	0.01%	407	+660	9.71%	Q1 2026	Apr 28, 2026
Curat Global, LLC	History	No change	7,457	629	0.62%	0.67%	408	0	0.0%	Q1 2026	Apr 21, 2026
HB Wealth Management, LLC	History	New	7,420	626	0.0%	—	410	+7,420	New	Q1 2026	Apr 27, 2026
HBK Sorce Advisory LLC	History	Added to	6,791	626	0.01%	0.01%	409	+1,146	20.3%	Q1 2026	May 11, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	7,337	619	0.02%	0.02%	411	0	0.0%	Q1 2026	Apr 29, 2026
Perigon Wealth Management, LLC	History	Added to	7,308	617	0.01%	0.01%	412	+470	6.87%	Q1 2026	Apr 10, 2026
Crewe Advisors LLC	History	No change	7,263	613	0.05%	0.05%	413	0	0.0%	Q1 2026	May 07, 2026
Midwest Trust Co	History	Reduced	7,191	607	0.01%	0.01%	414	-36	-0.5%	Q1 2026	May 01, 2026
NWAM LLC	History	Reduced	7,184	606	0.03%	0.04%	415	-1,417	-16.47%	Q1 2026	May 04, 2026
MATHER GROUP, LLC.	History	Added to	7,150	603	0.01%	0.01%	416	+70	0.99%	Q1 2026	Apr 13, 2026
Climber Capital SA	History	No change	7,107	599	0.39%	0.38%	417	0	0.0%	Q1 2026	May 01, 2026
SPROTT INC.	History	Added to	7,070	596	0.02%	0.02%	418	+450	6.8%	Q1 2026	May 08, 2026
Atlas Legacy Advisors, LLC	History	New	6,991	590	0.11%	—	419	+6,991	New	Q1 2026	May 11, 2026
Stratos Wealth Partners, LTD.	History	New	6,860	579	0.01%	—	420	+6,860	New	Q1 2026	Apr 28, 2026
North Star Investment Management Corp.	History	Reduced	6,807	574	0.03%	0.14%	421	-20,563	-75.13%	Q1 2026	Apr 23, 2026
CREDIT AGRICOLE S A	History	New	6,798	574	0.0%	—	423	+6,798	New	Q1 2026	May 15, 2026
Sowell Financial Services LLC	History	Added to	6,803	574	0.02%	0.02%	422	+573	9.2%	Q1 2026	Apr 20, 2026
BFI Infinity Ltd.	History	Added to	6,719	567	0.32%	0.2%	424	+2,796	71.27%	Q1 2026	Apr 13, 2026
Raab & Moskowitz Asset Management LLC	History	Reduced	6,643	560	0.12%	0.33%	425	-11,865	-64.11%	Q1 2026	May 21, 2026
Integris Wealth Management, LLC	History	No change	6,629	559	0.13%	0.12%	426	0	0.0%	Q1 2026	Apr 10, 2026
MOODY LYNN LIEBERSON & WALKER, LLC	History	New	6,619	558	0.03%	—	427	+6,619	New	Q1 2026	Apr 13, 2026
Sharp Wealth Advisory, LLC	History	Added to	6,517	550	0.27%	0.25%	428	+355	5.76%	Q1 2026	Apr 27, 2026
Boltwood Capital Management	History	Added to	6,475	546	0.14%	0.12%	430	+850	15.11%	Q1 2026	Apr 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	Added to	6,467	546	0.02%	0.02%	432	+359	5.88%	Q1 2026	May 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	Added to	6,468	546	0.0%	0.0%	429	+19	0.29%	Q1 2026	Apr 24, 2026
Argent Trust Co	History	No change	6,473	546	0.02%	0.02%	431	0	0.0%	Q1 2026	May 13, 2026
Capital Wealth Alliance, LLC	History	Reduced	6,464	545	0.25%	0.25%	433	-14	-0.22%	Q1 2026	May 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	Reduced	6,444	544	0.0%	0.0%	434	-359	-5.28%	Q1 2026	May 12, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	History	No change	6,423	542	0.11%	0.1%	435	0	0.0%	Q1 2026	May 06, 2026
Sterling Investment Counsel, LLC	History	New	6,250	527	0.15%	—	436	+6,250	New	Q1 2026	Apr 16, 2026
Verger Capital Management LLC	History	Reduced	6,145	518	0.15%	0.22%	437	-3,215	-34.35%	Q1 2026	May 13, 2026
AssuredPartners Investment Advisors, LLC	History	New	6,041	516	0.06%	—	438	+6,041	New	Q1 2026	Apr 10, 2026
Fort Sheridan Advisors LLC	History	No change	6,020	508	0.06%	0.06%	439	0	0.0%	Q1 2026	May 06, 2026
REDMONT WEALTH ADVISORS LLC	History	No change	6,287	507	0.77%	0.77%	440	0	0.0%	Q4 2025	Feb 06, 2026
Texas Yale Capital Corp.	History	No change	5,999	506	0.01%	0.01%	441	0	0.0%	Q1 2026	May 04, 2026
Ausdal Financial Partners, Inc.	History	Added to	5,969	503	0.02%	0.02%	442	+1,426	31.39%	Q1 2026	May 12, 2026
Advisory Alpha, LLC	History	New	5,933	500	0.01%	—	443	+5,933	New	Q1 2026	May 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC	History	New	5,910	499	0.04%	—	444	+5,910	New	Q1 2026	May 15, 2026
BLALOCK WILLIAMS, LLC	History	New	5,885	496	0.38%	—	445	+5,885	New	Q1 2026	May 14, 2026
WESPAC Advisors, LLC	History	Added to	5,754	485	0.27%	0.13%	446	+2,674	86.82%	Q1 2026	Apr 28, 2026
GFS Advisors, LLC	History	Reduced	10,206	478	0.06%	2.7%	447	-270,929	-96.37%	Q1 2026	Apr 30, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA	History	Reduced	5,593	472	0.02%	0.02%	448	-208	-3.59%	Q1 2026	May 11, 2026
Mutual Advisors, LLC	History	Reduced	5,533	467	0.01%	0.01%	449	-2,945	-34.74%	Q1 2026	May 01, 2026
Empirical Asset Management, LLC	History	Reduced	5,487	463	0.12%	0.13%	450	-50	-0.9%	Q1 2026	May 11, 2026
London & Capital Asset Management Ltd	History	Reduced	5,384	454	0.0%	0.01%	451	-2,232	-29.31%	Q1 2026	May 15, 2026
TrinityBridge Ltd	History	Reduced	5,300	447	0.01%	0.01%	452	-750	-12.4%	Q1 2026	May 12, 2026
Performance Wealth Partners, LLC	History	Added to	5,303	447	0.01%	0.01%	453	+13	0.25%	Q1 2026	Apr 10, 2026
Atria Investments, Inc	History	Reduced	5,263	444	0.0%	0.01%	454	-661	-11.16%	Q1 2026	May 05, 2026
Retirement Planning Group, LLC	History	Added to	5,197	438	0.01%	0.01%	455	+57	1.11%	Q1 2026	May 04, 2026
ALTERNA WEALTH MANAGEMENT, INC	History	Reduced	5,184	437	0.33%	0.73%	457	-5,602	-51.94%	Q1 2026	Apr 27, 2026
RWA WEALTH PARTNERS, LLC	History	Reduced	5,179	437	0.0%	0.0%	456	-22	-0.42%	Q1 2026	May 13, 2026
Mill Creek Capital Advisors, LLC	History	No change	5,164	436	0.01%	0.01%	458	0	0.0%	Q1 2026	May 14, 2026
Gateway Wealth Partners, LLC	History	New	5,069	428	0.02%	—	459	+5,069	New	Q1 2026	May 15, 2026
HOWE & RUSLING INC	History	Added to	5,042	425	0.03%	0.02%	460	+1,398	38.36%	Q1 2026	Apr 28, 2026
MBA Advisors LLC	History	Reduced	4,916	415	0.16%	0.16%	461	-41	-0.83%	Q1 2026	Apr 20, 2026
TPG Financial Advisors, LLC	History	Added to	4,892	413	0.13%	0.08%	462	+1,999	69.1%	Q1 2026	May 08, 2026
SAX WEALTH ADVISORS, LLC	History	No change	5,019	405	0.02%	0.02%	463	0	0.0%	Q1 2026	Apr 08, 2026
CWM, LLC	History	Added to	4,781	403	0.0%	0.0%	464	+80	1.7%	Q1 2026	May 14, 2026
Fiduciary Wealth Partners, LLC	History	New	4,756	401	0.26%	—	465	+4,756	New	Q1 2026	May 06, 2026
WEALTHGARDEN F.S. LLC	History	Added to	4,653	392	0.27%	0.26%	466	+80	1.75%	Q1 2026	May 04, 2026
Intesa Sanpaolo Wealth Management	History	Added to	4,620	390	0.1%	0.02%	468	+3,200	225.35%	Q1 2026	May 15, 2026
Narus Financial Partners, LLC	History	Added to	4,625	390	0.1%	0.1%	467	+153	3.42%	Q1 2026	Apr 21, 2026
USA FINANCIAL FORMULAS	History	Reduced	4,602	388	0.07%	0.09%	469	-1,665	-26.57%	Q1 2026	Apr 14, 2026
MARSHALL WACE, LLP	History	New	4,500	379	0.0%	—	471	+4,500	New	Q1 2026	May 14, 2026
Worth Asset Management, LLC	History	Added to	4,500	379	0.14%	0.15%	470	+92	2.09%	Q1 2026	Apr 17, 2026
Resolute Advisors LLC	History	Added to	4,488	378	0.16%	0.11%	473	+178	4.13%	Q1 2026	May 07, 2026
EVOKE WEALTH, LLC	History	No change	4,477	378	0.01%	0.01%	472	0	0.0%	Q1 2026	May 14, 2026
Viewpoint Capital Management LLC	History	No change	4,407	372	0.17%	0.15%	474	0	0.0%	Q1 2026	Apr 17, 2026
ALLIANCEBERNSTEIN L.P.	History	Reduced	4,607	371	0.0%	0.01%	475	-503,438	-99.09%	Q1 2026	May 15, 2026
BAROMETER CAPITAL MANAGEMENT INC.	History	Added to	4,400	371	0.13%	0.09%	476	+2,400	120.0%	Q1 2026	May 12, 2026
Colonial Trust Co / SC	History	Reduced	4,529	369	0.05%	0.05%	477	-173	-3.68%	Q1 2026	May 12, 2026
Accurate Wealth Management, LLC	History	Added to	4,176	368	0.04%	0.03%	478	+1,293	44.85%	Q1 2026	Apr 22, 2026
FIDUCIARY TRUST CO	History	Added to	4,356	367	0.0%	0.0%	479	+384	9.67%	Q1 2026	May 15, 2026
BROWN BROTHERS HARRIMAN & CO	History	Added to	4,339	366	0.0%	0.0%	480	+614	16.48%	Q1 2026	May 14, 2026
Independent Advisor Alliance	History	New	4,332	365	0.0%	—	482	+4,332	New	Q1 2026	May 12, 2026
CARRET ASSET MANAGEMENT, LLC	History	Added to	4,323	365	0.04%	0.03%	481	+453	11.71%	Q1 2026	May 15, 2026
BALDWIN WEALTH PARTNERS LLC/MA	History	No change	4,292	362	0.03%	0.02%	483	0	0.0%	Q1 2026	Apr 14, 2026
Ashton Thomas Private Wealth, LLC	History	Reduced	4,257	359	0.01%	0.03%	485	-8,901	-67.65%	Q1 2026	May 11, 2026
Edge Wealth Management LLC	History	No change	4,256	359	0.06%	0.06%	484	0	0.0%	Q1 2026	Apr 20, 2026
MAI Capital Management	History	Added to	4,250	358	0.0%	0.0%	486	+2,174	104.72%	Q1 2026	May 15, 2026
Financial Engines Advisors L.L.C.	History	Reduced	4,236	357	0.0%	0.0%	487	-247	-5.51%	Q1 2026	May 14, 2026
WealthShield Partners, LLC	History	Added to	4,152	350	0.04%	0.04%	488	+87	2.14%	Q1 2026	May 01, 2026
Finley Financial, LLC	History	Added to	4,130	348	0.16%	0.14%	490	+240	6.17%	Q1 2026	Apr 22, 2026
LYELL WEALTH MANAGEMENT, LP	History	No change	4,128	348	0.03%	0.02%	489	0	0.0%	Q1 2026	May 07, 2026
Yoffe Investment Management, LLC	History	No change	4,083	344	0.44%	0.42%	491	0	0.0%	Q1 2026	Apr 21, 2026
Evelyn Partners Asset Management Ltd	History	Added to	4,059	342	0.08%	0.07%	492	+309	8.24%	Q1 2026	May 15, 2026
Cerro Pacific Wealth Advisors LLC	History	No change	4,044	341	0.09%	0.09%	493	0	0.0%	Q1 2026	Apr 10, 2026
Embree Financial Group	History	No change	4,044	341	0.04%	0.04%	494	0	0.0%	Q1 2026	Apr 23, 2026
Tranquilli Financial Advisor LLC	History	Reduced	4,034	340	0.2%	0.19%	495	-79	-1.92%	Q1 2026	May 11, 2026
Patten Group, Inc.	History	Added to	4,023	339	0.06%	0.06%	496	+136	3.5%	Q1 2026	Apr 24, 2026
SIH Partners, LLLP	History	New	4,000	337	0.0%	—	499	+4,000	New	Q1 2026	May 15, 2026
HOLDERNESS INVESTMENTS CO	History	Reduced	3,994	337	0.07%	0.07%	497	-165	-3.97%	Q1 2026	May 12, 2026
Birnam Oak Advisors, LP	History	No change	4,000	337	0.08%	0.07%	498	0	0.0%	Q1 2026	May 12, 2026
Balefire, LLC	History	Added to	3,948	333	0.06%	0.05%	500	+806	25.65%	Q1 2026	May 07, 2026
Wellspring Financial Advisors, LLC	History	New	3,877	327	0.02%	—	502	+3,877	New	Q1 2026	May 15, 2026
Bison Wealth, LLC	History	No change	3,517	327	0.03%	0.03%	501	0	0.0%	Q1 2026	May 15, 2026
CASTLEARK MANAGEMENT LLC	History	Reduced	3,870	326	0.01%	0.01%	503	-1,060	-21.5%	Q1 2026	May 15, 2026
Ignite Planners, LLC	History	Reduced	3,824	322	0.05%	0.05%	504	-13	-0.34%	Q1 2026	Apr 17, 2026
COMMERCE BANK	History	Reduced	3,800	320	0.0%	0.0%	505	-121	-3.09%	Q1 2026	May 11, 2026
Clark Asset Management, LLC	History	Reduced	3,787	319	0.03%	0.04%	506	-539	-12.46%	Q1 2026	Apr 16, 2026
GP Brinson Investments LLC	History	No change	3,750	316	0.14%	0.13%	507	0	0.0%	Q1 2026	Apr 01, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	Added to	3,738	315	0.01%	0.01%	508	+364	10.79%	Q1 2026	May 15, 2026
B. Riley Wealth Advisors, Inc.	History	Added to	3,862	314	0.02%	0.01%	509	+216	5.92%	Q1 2026	Apr 24, 2026
SBI Securities Co., Ltd.	History	Added to	3,713	313	0.01%	0.0%	510	+1,887	103.34%	Q1 2026	Apr 27, 2026
Arax Advisory Partners	History	Added to	3,669	309	0.01%	0.0%	511	+3,268	814.96%	Q1 2026	May 13, 2026
Harbour Capital Advisors, LLC	History	No change	3,525	309	0.06%	0.06%	512	0	0.0%	Q1 2026	Apr 29, 2026
SMART Wealth LLC	History	New	3,636	307	0.09%	—	513	+3,636	New	Q1 2026	Apr 23, 2026
ABBINGTON INVESTMENT GROUP	History	No change	3,607	304	0.18%	0.2%	514	0	0.0%	Q1 2026	Apr 21, 2026
L. Roy Papp & Associates, LLP	History	No change	3,555	300	0.03%	0.03%	515	0	0.0%	Q1 2026	Apr 14, 2026
Wealthspire Advisors, LLC	History	Added to	3,541	299	0.0%	0.0%	516	+776	28.07%	Q1 2026	May 01, 2026
Capital Investment Advisors, LLC	History	Added to	3,511	296	0.0%	0.0%	517	+82	2.39%	Q1 2026	Apr 17, 2026
Sentry LLC	History	No change	3,456	291	0.09%	0.08%	518	0	0.0%	Q1 2026	Apr 22, 2026
Russell Investments Group, Ltd.	History	Added to	3,453	290	0.0%	0.0%	521	+1,417	69.6%	Q1 2026	May 08, 2026
COMPASS CAPITAL CORP /MA/ /ADV	History	Added to	3,192	290	0.1%	0.1%	519	+251	8.53%	Q1 2026	May 08, 2026
Bank Pictet & Cie (Europe) AG	History	No change	3,440	290	0.01%	0.01%	520	0	0.0%	Q1 2026	Apr 14, 2026
North Forty Two & Co.	History	Added to	3,425	289	0.27%	0.24%	522	+300	9.6%	Q1 2026	Apr 21, 2026
GROUP ONE TRADING LLC	History	New	3,386	285	0.0%	—	524	+3,386	New	Q1 2026	May 13, 2026
Glen Eagle Advisors, LLC	History	Reduced	3,386	285	0.04%	0.04%	523	-155	-4.38%	Q1 2026	May 15, 2026
Payne Capital LLC	History	New	3,342	282	0.26%	—	527	+3,342	New	Q1 2026	Apr 20, 2026
PFG Advisors	History	New	3,341	282	0.01%	—	526	+3,341	New	Q1 2026	May 05, 2026
180 WEALTH ADVISORS, LLC	History	Reduced	3,347	282	0.03%	0.04%	525	-476	-12.45%	Q1 2026	May 01, 2026
Strategic Blueprint, LLC	History	Added to	3,329	281	0.02%	0.01%	528	+222	7.15%	Q1 2026	Apr 29, 2026
Wedmont Private Capital	History	No change	3,151	281	0.01%	0.01%	529	0	0.0%	Q1 2026	Apr 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	History	Added to	3,311	279	0.06%	0.06%	530	+235	7.64%	Q1 2026	Apr 15, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	Reduced	3,301	278	0.02%	0.02%	531	-750	-18.51%	Q1 2026	Apr 23, 2026
Ranch Capital Advisors Inc.	History	Added to	3,286	277	0.1%	0.1%	532	+71	2.21%	Q1 2026	May 06, 2026
Summa Corp.	History	New	3,265	275	0.11%	—	533	+3,265	New	Q1 2026	Apr 30, 2026
Professional Financial Advisors, LLC	History	Added to	3,247	274	0.06%	0.05%	534	+216	7.13%	Q1 2026	Apr 13, 2026
Allie Family Office LLC	History	No change	3,229	272	0.12%	0.12%	535	0	0.0%	Q1 2026	May 13, 2026
TRED AVON FAMILY WEALTH, LLC	History	New	3,180	268	0.09%	—	537	+3,180	New	Q1 2026	Apr 22, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC.	History	No change	3,179	268	0.01%	0.0%	536	0	0.0%	Q1 2026	May 14, 2026
J.W. COLE ADVISORS, INC.	History	New	3,149	265	0.01%	—	538	+3,149	New	Q1 2026	Apr 23, 2026
MGB Wealth Management, LLC	History	No change	3,257	263	0.08%	0.08%	539	0	0.0%	Q4 2025	Feb 17, 2026
DRW Securities, LLC	History	Reduced	3,096	261	0.0%	0.22%	540	-99,161	-96.97%	Q1 2026	May 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC	History	No change	3,070	259	0.03%	0.03%	541	0	0.0%	Q1 2026	May 07, 2026
Prospera Financial Services Inc	History	Added to	3,064	258	0.0%	0.0%	542	+505	19.73%	Q1 2026	Apr 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	Added to	3,067	258	0.02%	0.02%	543	+487	18.88%	Q1 2026	May 13, 2026
PRIVATE TRUST CO NA	History	Added to	3,033	256	0.02%	0.02%	544	+166	5.79%	Q1 2026	Apr 30, 2026
Brookwood Investment Group LLC	History	Added to	3,023	255	0.03%	0.03%	545	+138	4.78%	Q1 2026	May 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	New	3,011	254	0.01%	—	548	+3,011	New	Q1 2026	Apr 28, 2026
DAVENPORT & Co LLC	History	Added to	3,019	254	0.0%	0.0%	546	+170	5.97%	Q1 2026	Apr 15, 2026
OpenArc Corporate Advisory, LLC	History	Reduced	3,015	254	0.0%	0.0%	547	-139	-4.41%	Q1 2026	May 11, 2026
Burford Brothers, Inc.	History	Reduced	3,004	253	0.1%	0.15%	549	-1,564	-34.24%	Q1 2026	Apr 27, 2026
Asempa Wealth Advisors	History	Reduced	2,904	251	0.22%	0.21%	551	-58	-1.96%	Q1 2026	Apr 08, 2026
Stablepoint Partners, LLC	History	Reduced	2,978	251	0.04%	0.04%	550	-29	-0.96%	Q1 2026	Apr 30, 2026
Sunesis Advisors, LLC	History	No change	2,964	250	0.11%	0.11%	552	0	0.0%	Q1 2026	May 14, 2026
17 CAPITAL PARTNERS, LLC	History	Added to	2,925	246	0.13%	0.11%	554	+375	14.71%	Q1 2026	May 13, 2026
Legacy Edge Advisors, LLC	History	Reduced	2,919	246	0.03%	0.03%	555	-238	-7.54%	Q1 2026	May 11, 2026
Valeo Financial Advisors, LLC	History	No change	2,918	246	0.01%	0.01%	553	0	0.0%	Q1 2026	May 08, 2026
Arkos Global Advisors	History	New	2,865	242	0.03%	—	557	+2,865	New	Q1 2026	May 13, 2026
Freedom Investment Management, Inc.	History	Added to	2,869	242	0.07%	0.06%	556	+273	10.52%	Q1 2026	Apr 22, 2026
Alteri Wealth LLC	History	No change	2,861	241	0.08%	0.07%	558	0	0.0%	Q1 2026	May 06, 2026
Royal Harbor Partners, LLC	History	No change	2,831	239	0.08%	0.08%	559	0	0.0%	Q1 2026	Apr 24, 2026
Evercore Wealth Management, LLC	History	No change	2,830	238	0.0%	0.0%	560	0	0.0%	Q1 2026	May 15, 2026
Tradition Wealth Management, LLC	History	No change	2,811	237	0.02%	0.02%	561	0	0.0%	Q1 2026	May 15, 2026
GC Wealth Management RIA, LLC	History	New	2,794	235	0.01%	—	563	+2,794	New	Q1 2026	May 14, 2026
Essex Financial Services, Inc.	History	Added to	2,791	235	0.01%	0.01%	562	+236	9.24%	Q1 2026	Apr 24, 2026
HARBOUR INVESTMENTS, INC.	History	Added to	2,781	234	0.0%	0.0%	564	+1,161	71.67%	Q1 2026	May 15, 2026
Trilogy Capital Inc.	History	Added to	2,776	234	0.01%	0.01%	565	+220	8.61%	Q1 2026	Apr 21, 2026
Copia Wealth Management	History	Reduced	2,767	233	0.16%	0.17%	566	-183	-6.2%	Q1 2026	May 04, 2026
Sigma Planning Corp	History	Reduced	2,749	232	0.01%	0.01%	567	-283	-9.33%	Q1 2026	May 04, 2026
Analyst IMS Investment Management Services Ltd.	History	Reduced	2,753	232	0.01%	0.01%	568	-160	-5.49%	Q1 2026	Apr 23, 2026
RDA Financial Network	History	New	2,729	230	0.06%	—	570	+2,729	New	Q1 2026	Apr 08, 2026
RiverFront Investment Group, LLC	History	No change	2,734	230	0.0%	0.0%	569	0	0.0%	Q1 2026	May 11, 2026
BlackDiamond Wealth Management, LLC	History	Reduced	2,709	228	0.11%	0.12%	571	-37	-1.35%	Q1 2026	May 12, 2026
PINNACLE ASSOCIATES LTD	History	New	2,629	221	0.0%	—	573	+2,629	New	Q1 2026	Apr 21, 2026
QRG CAPITAL MANAGEMENT, INC.	History	Reduced	2,618	221	0.0%	0.0%	572	-209	-7.39%	Q1 2026	Apr 27, 2026
Ascentis Independent Advisors	History	New	2,589	218	0.02%	—	574	+2,589	New	Q1 2026	Apr 28, 2026
GWN SECURITIES INC.	History	New	2,543	214	0.04%	—	575	+2,543	New	Q1 2026	May 14, 2026
Mengis Capital Management, Inc.	History	No change	2,500	211	0.04%	0.04%	576	0	0.0%	Q1 2026	May 12, 2026
GREENWOOD CAPITAL ASSOCIATES LLC	History	Reduced	2,495	210	0.02%	0.03%	577	-1,197	-32.42%	Q1 2026	Apr 29, 2026
RFG Advisory, LLC	History	New	2,436	205	0.0%	—	579	+2,436	New	Q1 2026	Apr 17, 2026
Centric Wealth Management	History	Reduced	2,335	205	0.04%	0.05%	578	-204	-8.03%	Q1 2026	May 12, 2026
Jain Global LLC	History	New	2,417	204	0.0%	—	581	+2,417	New	Q1 2026	May 15, 2026
Main Street Financial Solutions, LLC	History	No change	2,538	204	0.02%	0.02%	580	0	0.0%	Q4 2025	Feb 17, 2026
SEEDS INVESTOR LLC	History	New	2,276	203	0.03%	—	582	+2,276	New	Q1 2026	May 11, 2026
Keystone Wealth Services, LLC	History	New	2,400	202	0.04%	—	583	+2,400	New	Q1 2026	May 13, 2026
Biltmore Family Office, LLC	History	Reduced	2,390	201	0.03%	0.03%	584	-210	-8.08%	Q1 2026	May 11, 2026
Sonoma Private Wealth LLC	History	New	2,375	200	0.25%	—	586	+2,375	New	Q1 2026	May 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	New	2,371	200	0.0%	—	585	+2,371	New	Q1 2026	May 12, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	Added to	2,351	198	0.04%	0.04%	587	+238	11.26%	Q1 2026	May 15, 2026
Activest Wealth Management	History	No change	2,356	198	0.03%	0.04%	588	0	0.0%	Q1 2026	Apr 15, 2026
Allspring Global Investments Holdings, LLC	History	Added to	2,264	195	0.0%	0.0%	589	+21	0.94%	Q1 2026	May 05, 2026
Vanguard National Trust Co	History	New	2,127	179	0.01%	—	590	+2,127	New	Q1 2026	May 08, 2026
Ameliora Wealth Management Ltd.	History	No change	2,100	177	0.06%	0.05%	591	0	0.0%	Q1 2026	Apr 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	Added to	1,874	158	0.0%	0.0%	592	+1,526	438.51%	Q1 2026	Apr 23, 2026
Osbon Capital Management LLC	History	No change	1,804	152	0.12%	0.14%	593	0	0.0%	Q1 2026	May 15, 2026
Opal Wealth Advisors, LLC	History	New	1,773	149	0.03%	—	594	+1,773	New	Q1 2026	Apr 14, 2026
AE Wealth Management LLC	History	Added to	1,754	148	0.0%	0.0%	595	+228	14.94%	Q1 2026	May 13, 2026
WHITTIER TRUST CO	History	No change	1,719	147	0.0%	0.0%	596	0	0.0%	Q1 2026	Apr 28, 2026
Bravera Wealth	History	No change	1,696	143	0.06%	0.07%	597	0	0.0%	Q1 2026	Apr 22, 2026
Ancora Advisors LLC	History	Added to	1,679	141	0.0%	0.0%	598	+137	8.88%	Q1 2026	May 15, 2026
TOTH FINANCIAL ADVISORY CORP	History	Added to	1,639	138	0.02%	0.0%	599	+1,097	202.4%	Q1 2026	Apr 16, 2026
NewEdge Advisors, LLC	History	Reduced	7,777	133	0.01%	0.01%	600	-38,450	-83.18%	Q1 2026	May 15, 2026
NATIXIS	History	New	1,560	131	0.0%	—	601	+1,560	New	Q1 2026	May 14, 2026
Wellington Shields Capital Management, LLC	History	Reduced	1,500	126	0.02%	0.05%	602	-3,050	-67.03%	Q1 2026	May 04, 2026
Evelyn Partners Investment Management LLP	History	Added to	1,500	126	0.0%	0.0%	604	+400	36.36%	Q1 2026	May 15, 2026
Rosenberg Matthew Hamilton	History	No change	1,500	126	0.03%	0.03%	603	0	0.0%	Q1 2026	Apr 06, 2026
Bank of New Hampshire	History	No change	1,480	124	0.03%	0.03%	605	0	0.0%	Q1 2026	Apr 13, 2026
Aptus Capital Advisors, LLC	History	Reduced	1,448	122	0.0%	0.0%	606	-61	-4.04%	Q1 2026	May 11, 2026
Banque Cantonale Vaudoise	History	No change	1,453	122	0.0%	0.0%	607	0	0.0%	Q1 2026	Apr 20, 2026
Dunhill Financial, LLC	History	Added to	1,405	118	0.03%	0.02%	608	+230	19.57%	Q1 2026	May 06, 2026
Evelyn Partners Investment Management (Europe) Ltd	History	No change	1,345	113	0.04%	0.04%	609	0	0.0%	Q1 2026	May 15, 2026
Capital Analysts, LLC	History	Added to	1,280	108	0.0%	0.0%	610	+84	7.02%	Q1 2026	May 14, 2026
Register Financial Advisors LLC	History	No change	1,281	108	0.04%	0.04%	611	0	0.0%	Q1 2026	Apr 15, 2026
Capital Advisor Network LLC	History	New	1,274	107	0.13%	—	614	+1,274	New	Q1 2026	May 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	Added to	1,239	107	0.01%	0.0%	613	+579	87.73%	Q1 2026	May 01, 2026
ASSETMARK, INC	History	Added to	1,274	107	0.0%	0.0%	612	+192	17.74%	Q1 2026	May 06, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	Reduced	1,050	88	0.0%	0.0%	615	-398	-27.49%	Q1 2026	Apr 14, 2026
ALLIANZ SE	History	Added to	1,020	86	0.0%	0.0%	616	+10	0.99%	Q1 2026	May 11, 2026
Piscataqua Savings Bank	History	Reduced	988	83	0.06%	0.1%	617	-776	-43.99%	Q1 2026	Apr 10, 2026
Quarry LP	History	Reduced	930	78	0.01%	0.06%	618	-4,070	-81.4%	Q1 2026	May 15, 2026
Rossby Financial, LCC	History	Added to	870	75	0.02%	0.01%	620	+485	125.97%	Q1 2026	May 11, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC	History	No change	850	75	0.04%	0.03%	619	0	0.0%	Q1 2026	May 11, 2026
BOCHK Asset Management Ltd	History	New	880	74	0.02%	—	622	+880	New	Q1 2026	May 06, 2026
SIT INVESTMENT ASSOCIATES INC	History	No change	880	74	0.0%	0.0%	621	0	0.0%	Q1 2026	May 13, 2026
PIN OAK INVESTMENT ADVISORS INC	History	No change	869	73	0.05%	0.05%	623	0	0.0%	Q1 2026	May 15, 2026
Hurley Capital, LLC	History	No change	855	72	0.04%	0.04%	624	0	0.0%	Q1 2026	May 06, 2026
Hamrick Investment Counsel, llc	History	New	835	70	0.04%	—	626	+835	New	Q1 2026	May 11, 2026
CVA Family Office, LLC	History	No change	837	70	0.01%	0.01%	625	0	0.0%	Q1 2026	Apr 29, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV	History	No change	804	67	0.02%	0.02%	627	0	0.0%	Q1 2026	May 11, 2026
Indiana Trust & Investment Management Co	History	No change	800	67	0.02%	0.02%	628	0	0.0%	Q1 2026	Apr 28, 2026
Private Wealth Management Group, LLC	History	No change	800	67	0.02%	0.02%	629	0	0.0%	Q1 2026	Apr 23, 2026
Banque Transatlantique SA	History	No change	801	67	0.0%	0.0%	630	0	0.0%	Q1 2026	May 13, 2026
AdvisorNet Financial, Inc	History	No change	769	64	0.0%	0.0%	631	0	0.0%	Q1 2026	Apr 17, 2026
AlphaCore Capital LLC	History	Added to	744	62	0.0%	0.0%	632	+166	28.72%	Q1 2026	May 15, 2026
GAMMA Investing LLC	History	Added to	709	59	0.0%	0.0%	634	+26	3.81%	Q1 2026	Apr 06, 2026
Legacy Bridge, LLC	History	No change	700	59	0.02%	0.02%	633	0	0.0%	Q1 2026	May 14, 2026
WEBSTER BANK, N. A.	History	Added to	691	58	0.01%	0.0%	636	+475	219.91%	Q1 2026	Apr 17, 2026
Colonial Trust Advisors	History	Reduced	696	58	0.0%	0.01%	637	-150	-17.73%	Q1 2026	May 12, 2026
HUNTINGTON NATIONAL BANK	History	Reduced	698	58	0.0%	0.0%	635	-77	-9.94%	Q1 2026	May 15, 2026
LFA - Lugano Financial Advisors SA	History	No change	696	58	0.03%	0.03%	638	0	0.0%	Q1 2026	May 05, 2026
Frazier Financial Advisors, LLC	History	New	673	56	0.03%	—	640	+673	New	Q1 2026	May 05, 2026
Golden State Wealth Management, LLC	History	No change	672	56	0.01%	0.01%	639	0	0.0%	Q1 2026	Apr 28, 2026
3 FACTOR INDEXING, LLC	History	New	643	54	0.05%	—	641	+643	New	Q1 2026	May 14, 2026
Capital Investment Advisory Services, LLC	History	Reduced	584	49	0.0%	0.01%	642	-370	-38.78%	Q1 2026	May 05, 2026
Front Row Advisors LLC	History	No change	590	49	0.02%	0.02%	643	0	0.0%	Q1 2026	May 19, 2026
Triumph Capital Management	History	Reduced	560	47	0.01%	0.01%	644	-107	-16.04%	Q1 2026	May 13, 2026
Private Wealth Asset Management, LLC	History	No change	537	45	0.0%	0.0%	645	0	0.0%	Q1 2026	May 06, 2026
Tower Research Capital LLC (TRC)	History	Added to	520	43	0.0%	—	646	+518	25900.0%	Q1 2026	May 15, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	No change	500	42	0.0%	0.0%	647	0	0.0%	Q1 2026	May 11, 2026
Glass Jacobson Investment Advisors llc	History	No change	506	42	0.01%	0.01%	648	0	0.0%	Q1 2026	Apr 23, 2026
POM Investment Strategies, LLC	History	New	496	41	0.05%	—	650	+496	New	Q1 2026	May 11, 2026
Legacy Wealth Managment, LLC/ID	History	No change	495	41	0.02%	0.02%	649	0	0.0%	Q1 2026	May 07, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	History	No change	480	40	0.02%	0.02%	651	0	0.0%	Q1 2026	May 06, 2026
Nalls Sherbakoff Group, LLC	History	No change	500	40	0.03%	0.03%	652	0	0.0%	Q4 2025	Mar 12, 2026
Breakwater Investment Management	History	No change	464	39	0.01%	0.01%	653	0	0.0%	Q1 2026	May 14, 2026
Parvin Asset Management, LLC	History	No change	445	37	0.03%	0.03%	654	0	0.0%	Q1 2026	May 15, 2026
LRI Investments, LLC	History	Added to	433	36	0.0%	0.0%	657	+92	26.98%	Q1 2026	Apr 30, 2026
JNBA Financial Advisors	History	No change	431	36	0.0%	0.0%	655	0	0.0%	Q1 2026	Apr 22, 2026
American Capital Advisory, LLC	History	No change	438	36	0.01%	0.02%	656	0	0.0%	Q1 2026	Apr 29, 2026
SOA Wealth Advisors, LLC.	History	No change	425	35	0.01%	0.01%	658	0	0.0%	Q1 2026	May 20, 2026
Financial Perspectives, Inc	History	No change	410	34	0.01%	0.01%	659	0	0.0%	Q1 2026	May 11, 2026
TRUST CO OF VERMONT	History	No change	399	32	0.0%	0.0%	660	0	0.0%	Q4 2025	Jan 16, 2026
Cherry Tree Wealth Management, LLC	History	No change	381	32	0.01%	0.01%	661	0	0.0%	Q1 2026	May 05, 2026
Blue Trust, Inc.	History	No change	373	31	0.0%	0.0%	662	0	0.0%	Q1 2026	Apr 20, 2026
RICHARDSON FINANCIAL SERVICES INC.	History	New	360	30	0.02%	—	663	+360	New	Q1 2026	May 01, 2026
Darwin Wealth Management, LLC	History	New	346	29	0.01%	—	666	+346	New	Q1 2026	May 01, 2026
4Thought Financial Group Inc.	History	Reduced	350	29	0.01%	0.02%	665	-34	-8.85%	Q1 2026	Apr 24, 2026
HANTZ FINANCIAL SERVICES, INC.	History	Added to	340	29	0.0%	0.0%	664	+11	3.34%	Q1 2026	May 01, 2026
CDKV HOLDINGS LLC	History	No change	335	28	0.02%	0.02%	667	0	0.0%	Q1 2026	May 01, 2026
JPL Wealth Management, LLC	History	New	328	27	0.01%	—	668	+328	New	Q1 2026	May 08, 2026
Western Wealth Management, LLC	History	New	315	26	0.0%	—	669	+315	New	Q1 2026	May 19, 2026
Arlington Trust Co LLC	History	New	300	25	0.0%	—	670	+300	New	Q1 2026	Apr 08, 2026
Tradewinds Capital Management, LLC	History	Reduced	287	24	0.0%	0.13%	671	-7,399	-96.27%	Q1 2026	Apr 14, 2026
McIlrath & Eck, LLC	History	No change	295	24	0.0%	0.0%	672	0	0.0%	Q1 2026	May 19, 2026
GABLES CAPITAL MANAGEMENT INC.	History	No change	287	24	0.01%	0.01%	673	0	0.0%	Q1 2026	May 01, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	Reduced	276	23	0.0%	0.0%	674	-158	-36.41%	Q1 2026	Apr 13, 2026
MASECO LLP	History	Added to	265	22	0.0%	0.0%	675	+178	204.6%	Q1 2026	Apr 21, 2026
BOKF, NA	History	New	250	21	0.0%	—	678	+250	New	Q1 2026	May 08, 2026
Game Plan Financial Advisors, LLC	History	Reduced	256	21	0.01%	0.01%	676	-66	-20.5%	Q1 2026	Apr 23, 2026
Beacon Financial Strategies CORP	History	No change	250	21	0.01%	0.01%	677	0	0.0%	Q1 2026	Apr 08, 2026
Larson Financial Group LLC	History	Added to	234	19	0.0%	0.0%	679	+56	31.46%	Q1 2026	May 15, 2026
Bank & Trust Co	History	No change	236	19	0.01%	0.01%	680	0	0.0%	Q1 2026	Apr 13, 2026
Sunbelt Securities, Inc.	History	Added to	225	18	0.0%	0.0%	681	+203	922.73%	Q1 2026	May 15, 2026
Truvestments Capital LLC	History	New	210	17	0.0%	—	683	+210	New	Q1 2026	May 13, 2026
Ascentis Wealth Management, LLC	History	No change	202	17	0.0%	0.0%	682	0	0.0%	Q1 2026	Apr 28, 2026
Lodestone Wealth Management LLC	History	No change	197	16	0.01%	0.01%	684	0	0.0%	Q1 2026	May 01, 2026
Greykasell Wealth Strategies, Inc.	History	No change	195	16	0.01%	0.01%	685	0	0.0%	Q1 2026	May 07, 2026
Miller Capital Partners, Inc.	History	No change	189	15	0.01%	0.01%	686	0	0.0%	Q1 2026	May 14, 2026
Aventura Private Wealth, LLC	History	No change	177	14	0.01%	0.01%	687	0	0.0%	Q1 2026	May 05, 2026
TRUST CO OF TOLEDO NA /OH/	History	New	163	13	0.0%	—	692	+163	New	Q1 2026	Apr 15, 2026
Murphy & Mullick Capital Management Corp	History	Added to	165	13	0.01%	0.01%	691	+40	32.0%	Q1 2026	Apr 17, 2026
ATLAS CAPITAL ADVISORS INC.	History	Added to	158	13	0.0%	0.0%	689	+7	4.64%	Q1 2026	May 11, 2026
Covestor Ltd	History	Added to	158	13	0.01%	0.01%	690	+7	4.64%	Q1 2026	May 05, 2026
Smithfield Trust Co	History	No change	152	13	0.0%	0.0%	688	0	0.0%	Q1 2026	May 08, 2026
Balentine LLC	History	Reduced	152	12	0.0%	0.01%	694	-3,465	-95.8%	Q1 2026	Apr 24, 2026
Delos Wealth Advisors, LLC	History	Reduced	152	12	0.01%	0.01%	697	-52	-25.49%	Q1 2026	May 14, 2026
Bollard Group LLC	History	No change	139	12	0.0%	0.0%	693	0	0.0%	Q1 2026	May 14, 2026
GPS Wealth Strategies Group, LLC	History	No change	154	12	0.01%	0.01%	695	0	0.0%	Q4 2025	Feb 06, 2026
Physician Wealth Advisors, Inc.	History	No change	148	12	0.0%	0.0%	696	0	0.0%	Q1 2026	Apr 24, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	History	Added to	134	11	0.01%	0.0%	700	+90	204.55%	Q1 2026	May 12, 2026
Atlantic Union Bankshares Corp	History	No change	136	11	0.0%	0.0%	698	0	0.0%	Q1 2026	May 12, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP.	History	No change	138	11	0.03%	0.03%	699	0	0.0%	Q1 2026	May 13, 2026
Founders Financial Alliance, LLC	History	Added to	126	10	0.0%	0.0%	701	+100	384.62%	Q1 2026	May 11, 2026
ALBION FINANCIAL GROUP /UT	History	New	114	9	0.0%	—	704	+114	New	Q1 2026	Apr 27, 2026
TWIN PEAKS WEALTH ADVISORS, LLC	History	New	112	9	0.0%	—	706	+112	New	Q1 2026	May 08, 2026
Bruce G. Allen Investments, LLC	History	New	108	9	0.01%	—	705	+108	New	Q1 2026	May 08, 2026
NFSG Corp	History	Added to	117	9	0.0%	0.0%	703	+38	48.1%	Q1 2026	May 05, 2026
FEDERATED HERMES, INC.	History	No change	108	9	0.0%	0.0%	702	0	0.0%	Q1 2026	May 11, 2026
High Note Wealth, LLC	History	New	100	8	0.0%	—	712	+100	New	Q1 2026	May 11, 2026
Caitlin John, LLC	History	Added to	100	8	0.0%	0.0%	709	+40	66.67%	Q1 2026	May 13, 2026
Signature Equity Partners, LLC	History	Added to	99	8	0.0%	0.0%	711	+18	22.22%	Q1 2026	May 13, 2026
CHELSEA COUNSEL CO	History	No change	103	8	0.0%	0.0%	707	0	0.0%	Q1 2026	Apr 23, 2026
Stone House Investment Management, LLC	History	No change	105	8	0.0%	0.0%	708	0	0.0%	Q1 2026	Apr 22, 2026
Marshall & Sterling Wealth Advisors Inc.	History	No change	97	8	0.01%	0.0%	710	0	0.0%	Q1 2026	May 07, 2026
Portfolio Resources Advisor Group, Inc.	History	No change	83	7	0.01%	0.01%	713	0	0.0%	Q1 2026	Apr 14, 2026
Root Financial Partners, LLC	History	Reduced	76	6	0.0%	0.0%	717	-58	-43.28%	Q1 2026	Apr 24, 2026
Smartleaf Asset Management LLC	History	Reduced	76	6	0.0%	0.0%	718	-55	-41.98%	Q1 2026	May 15, 2026
KELLEHER FINANCIAL ADVISORS	History	No change	81	6	0.0%	0.0%	714	0	0.0%	Q1 2026	May 08, 2026
FAS Wealth Partners, Inc.	History	No change	81	6	0.0%	0.0%	715	0	0.0%	Q4 2025	Feb 18, 2026
Avion Wealth	History	No change	81	6	0.0%	0.0%	716	0	0.0%	Q1 2026	May 01, 2026
PlanVest Financial, Inc	History	New	63	5	0.0%	—	724	+63	New	Q1 2026	May 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	New	60	5	0.0%	—	723	+60	New	Q1 2026	Apr 14, 2026
Mascoma Wealth Management LLC	History	No change	70	5	0.0%	0.0%	719	0	0.0%	Q1 2026	Apr 30, 2026
Bogart Wealth, LLC	History	No change	62	5	0.0%	0.0%	720	0	0.0%	Q1 2026	Apr 28, 2026
Steigerwald, Gordon & Koch Inc.	History	No change	63	5	0.0%	0.0%	721	0	0.0%	Q1 2026	Apr 28, 2026
Coston, McIsaac & Partners	History	No change	67	5	0.0%	0.0%	722	0	0.0%	Q1 2026	Apr 22, 2026
Lloyd Advisory Services, LLC.	History	New	53	4	0.0%	—	733	+53	New	Q1 2026	May 13, 2026
NBC SECURITIES, INC.	History	Added to	56	4	0.0%	0.0%	727	+19	51.35%	Q1 2026	Apr 14, 2026
CULLEN/FROST BANKERS, INC.	History	No change	54	4	0.0%	0.0%	725	0	0.0%	Q1 2026	May 05, 2026
CENTRAL TRUST Co	History	No change	50	4	0.0%	0.0%	726	0	0.0%	Q1 2026	Apr 17, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	58	4	0.0%	0.0%	728	0	0.0%	Q1 2026	Apr 27, 2026
BELLEVUE ASSET MANAGEMENT, LLC	History	No change	50	4	0.0%	0.0%	729	0	0.0%	Q1 2026	Apr 24, 2026
Cornerstone Planning Group LLC	History	No change	46	4	0.0%	0.0%	730	0	0.0%	Q1 2026	May 06, 2026
SJS Investment Consulting Inc.	History	No change	50	4	0.0%	0.0%	731	0	0.0%	Q1 2026	Apr 23, 2026
Kingdom Financial Group LLC.	History	No change	53	4	0.0%	0.0%	732	0	0.0%	Q1 2026	May 13, 2026
Vision Retirement, LLC	History	New	46	3	0.0%	—	740	+46	New	Q1 2026	May 07, 2026
Gen-Wealth Partners Inc	History	New	45	3	0.0%	—	739	+45	New	Q1 2026	May 08, 2026
REXFORD CAPITAL INC	History	New	41	3	0.0%	—	741	+41	New	Q1 2026	Apr 23, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	Reduced	41	3	0.0%	0.0%	737	-1	-2.38%	Q1 2026	May 13, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	42	3	0.0%	0.0%	734	0	0.0%	Q1 2026	May 11, 2026
Jackson Hole Capital Partners, LLC	History	No change	47	3	0.0%	0.0%	735	0	0.0%	Q1 2026	May 08, 2026
WOLFF WIESE MAGANA LLC	History	No change	47	3	0.0%	0.0%	736	0	0.0%	Q1 2026	Apr 13, 2026
McMillan Office, Inc.	History	No change	39	3	0.0%	0.0%	738	0	0.0%	Q1 2026	Apr 23, 2026
Fortitude Family Office, LLC	History	Reduced	25	2	0.0%	0.01%	745	-395	-94.05%	Q1 2026	Apr 15, 2026
SouthState Bank Corp	History	Reduced	30	2	0.0%	0.0%	742	-97	-76.38%	Q1 2026	May 05, 2026
CARDIFF PARK ADVISORS, LLC	History	New	30	2	0.0%	—	750	+30	New	Q1 2026	May 15, 2026
GHP Investment Advisors, Inc.	History	New	24	2	0.0%	—	749	+24	New	Q1 2026	Apr 21, 2026
Asset Dedication, LLC	History	No change	34	2	0.0%	0.0%	743	0	0.0%	Q4 2025	Jan 26, 2026
Salomon & Ludwin, LLC	History	No change	26	2	0.0%	0.0%	744	0	0.0%	Q1 2026	May 11, 2026
Hughes Financial Services, LLC	History	No change	29	2	0.0%	0.0%	746	0	0.0%	Q1 2026	Apr 29, 2026
Keating Financial Advisory Services, Inc.	History	No change	25	2	0.0%	0.0%	747	0	0.0%	Q1 2026	May 15, 2026
Hilton Head Capital Partners, LLC	History	No change	35	2	0.0%	0.0%	748	0	0.0%	Q1 2026	Apr 20, 2026
Fortis Group Advisors, LLC	History	Reduced	15	1	0.0%	0.27%	752	-19,024	-99.92%	Q1 2026	May 08, 2026
CHILTON CAPITAL MANAGEMENT LLC	History	New	21	1	0.0%	—	756	+21	New	Q1 2026	May 11, 2026
Hartford Financial Management Inc.	History	New	17	1	0.0%	—	757	+17	New	Q1 2026	Apr 15, 2026
Sound Income Strategies, LLC	History	New	17	1	0.0%	—	758	+17	New	Q1 2026	Apr 27, 2026
RED REEF ADVISORS LLC	History	Reduced	15	1	0.0%	0.0%	755	-5	-25.0%	Q1 2026	May 12, 2026
CALDWELL SUTTER CAPITAL, INC.	History	Added to	22	1	0.0%	0.0%	751	+2	10.0%	Q1 2026	May 05, 2026
Park Place Capital Corp	History	No change	22	1	0.0%	0.0%	753	0	0.0%	Q1 2026	Apr 09, 2026
WPG Advisers, LLC	History	No change	15	1	0.0%	0.0%	754	0	0.0%	Q1 2026	Apr 29, 2026
Quadrature Capital Ltd	History	Closed out	0	0	—	0.82%	—	-992,110	-100.0%	Q1 2026	May 15, 2026
NATIONAL BANK OF CANADA /FI/	History	Closed out	0	0	—	0.04%	—	-601,400	-100.0%	Q1 2026	May 14, 2026
Angeles Investment Advisors, LLC	History	Closed out	0	0	—	2.01%	—	-373,000	-100.0%	Q1 2026	Apr 28, 2026
Grantham, Mayo, Van Otterloo & Co. LLC	History	Closed out	0	0	—	0.06%	—	-311,177	-100.0%	Q1 2026	May 14, 2026
Metis Global Partners, LLC	History	Closed out	0	0	—	0.48%	—	-254,067	-100.0%	Q1 2026	May 07, 2026
OLD MISSION CAPITAL LLC	History	Closed out	0	0	—	0.28%	—	-153,332	-100.0%	Q1 2026	May 15, 2026
a16z Perennial Management, L.P.	History	Closed out	0	0	—	0.6%	—	-118,984	-100.0%	Q1 2026	May 11, 2026
Qube Research & Technologies Ltd	History	Closed out	0	0	—	0.01%	—	-111,511	-100.0%	Q1 2026	May 15, 2026
Stratos Wealth Advisors, LLC	History	Closed out	0	0	—	0.34%	—	-86,457	-100.0%	Q1 2026	Apr 28, 2026
Tidal Investments LLC	History	Closed out	0	0	—	0.02%	—	-85,492	-100.0%	Q1 2026	May 15, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	History	Closed out	0	0	—	3.06%	—	-72,422	-100.0%	Q1 2026	Apr 21, 2026
BFSG, LLC	History	Closed out	0	0	—	0.56%	—	-71,293	-100.0%	Q1 2026	Apr 28, 2026
Financiere des Professionnels - Fonds d'investissement inc.	History	Closed out	0	0	—	0.32%	—	-70,000	-100.0%	Q1 2026	May 06, 2026
RENAISSANCE TECHNOLOGIES LLC	History	Closed out	0	0	—	0.01%	—	-68,563	-100.0%	Q1 2026	May 14, 2026
Taikang Asset Management (Hong Kong) Co Ltd	History	Closed out	0	0	—	0.26%	—	-33,005	-100.0%	Q1 2026	May 14, 2026
MARVIN & PALMER ASSOCIATES INC	History	Closed out	0	0	—	1.48%	—	-26,000	-100.0%	Q1 2026	May 08, 2026
FSA Advisors, Inc.	History	Closed out	0	0	—	0.02%	—	-25,076	-100.0%	Q1 2026	May 06, 2026
SUMMIT SECURITIES GROUP LLC	History	Closed out	0	0	—	0.26%	—	-25,000	-100.0%	Q1 2026	Apr 30, 2026
Galilei Investment Office LLP	History	Closed out	0	0	—	0.68%	—	-18,000	-100.0%	Q1 2026	May 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	Closed out	0	0	—	0.0%	—	-14,075	-100.0%	Q1 2026	May 14, 2026
SeaBridge Investment Advisors LLC	History	Closed out	0	0	—	0.17%	—	-13,010	-100.0%	Q1 2026	Apr 28, 2026
CAPITAL FUND MANAGEMENT S.A.	History	Closed out	0	0	—	0.0%	—	-12,600	-100.0%	Q1 2026	May 14, 2026
SOL Capital Management CO	History	Closed out	0	0	—	0.08%	—	-10,530	-100.0%	Q1 2026	Apr 24, 2026
TFB Advisors LLC	History	Closed out	0	0	—	0.22%	—	-9,576	-100.0%	Q1 2026	Apr 20, 2026
Edgestream Partners, L.P.	History	Closed out	0	0	—	0.02%	—	-8,354	-100.0%	Q1 2026	May 18, 2026
Cobblestone Asset Management LLC	History	Closed out	0	0	—	0.29%	—	-8,136	-100.0%	Q1 2026	Apr 28, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC	History	Closed out	0	0	—	0.15%	—	-7,700	-100.0%	Q1 2026	May 15, 2026
Vertex Investment Solutions Co., Ltd.	History	Closed out	0	0	—	0.59%	—	-7,400	-100.0%	Q1 2026	Apr 30, 2026
Vident Advisory, LLC	History	Closed out	0	0	—	0.01%	—	-7,084	-100.0%	Q1 2026	May 14, 2026
Avos Capital Management, LLC	History	Closed out	0	0	—	0.25%	—	-7,000	-100.0%	Q1 2026	May 15, 2026
3EDGE Asset Management, LP	History	Closed out	0	0	—	0.03%	—	-6,772	-100.0%	Q1 2026	May 15, 2026
BCI SECURITIES, INC.	History	Closed out	0	0	—	4.45%	—	-6,380	-100.0%	Q1 2026	May 08, 2026
Spectrum Asset Management, Inc. (NB/CA)	History	Closed out	0	0	—	0.16%	—	-5,930	-100.0%	Q1 2026	Apr 21, 2026
XTX Topco Ltd	History	Closed out	0	0	—	0.01%	—	-5,701	-100.0%	Q1 2026	May 15, 2026
Woodline Partners LP	History	Closed out	0	0	—	0.0%	—	-5,141	-100.0%	Q1 2026	May 15, 2026
Magnus Financial Group LLC	History	Closed out	0	0	—	0.03%	—	-4,933	-100.0%	Q1 2026	Apr 10, 2026
Beaumont Financial Advisors, LLC	History	Closed out	0	0	—	0.03%	—	-4,793	-100.0%	Q1 2026	May 05, 2026
Trivium Point Advisory, LLC	History	Closed out	0	0	—	0.04%	—	-4,503	-100.0%	Q1 2026	Apr 21, 2026
Donor Advised Charitable Giving, Inc.	History	Closed out	0	0	—	0.01%	—	-4,196	-100.0%	Q1 2026	Apr 20, 2026
WestEnd Advisors, LLC	History	Closed out	0	0	—	0.01%	—	-4,069	-100.0%	Q1 2026	Apr 22, 2026
Freestone Capital Holdings, LLC	History	Closed out	0	0	—	0.01%	—	-4,060	-100.0%	Q1 2026	May 13, 2026
TORNO CAPITAL, LLC	History	Closed out	0	0	—	0.07%	—	-4,000	-100.0%	Q1 2026	May 15, 2026
Laird Norton Wetherby Trust Company, LLC	History	Closed out	0	0	—	0.01%	—	-3,857	-100.0%	Q1 2026	May 15, 2026
Moneda S.A. Administradora General de Fondos	History	Closed out	0	0	—	0.26%	—	-3,609	-100.0%	Q1 2026	May 15, 2026
Belvedere Trading LLC	History	Closed out	0	0	—	0.0%	—	-3,230	-100.0%	Q1 2026	May 12, 2026
Hamilton Wealth, LLC	History	Closed out	0	0	—	0.05%	—	-2,952	-100.0%	Q1 2026	May 18, 2026
SAXON INTERESTS, INC.	History	Closed out	0	0	—	0.08%	—	-2,759	-100.0%	Q1 2026	Apr 29, 2026
FORTE ASSET MANAGEMENT LLC	History	Closed out	0	0	—	0.1%	—	-2,665	-100.0%	Q1 2026	Apr 27, 2026
CSS LLC/IL	History	Closed out	0	0	—	0.01%	—	-2,500	-100.0%	Q1 2026	May 15, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC	History	Closed out	0	0	—	0.06%	—	-2,489	-100.0%	Q1 2026	Apr 30, 2026
TCTC Holdings, LLC	History	Closed out	0	0	—	0.0%	—	-1,550	-100.0%	Q1 2026	May 07, 2026
Elyxium Wealth, LLC	History	Closed out	0	0	—	0.03%	—	-1,549	-100.0%	Q1 2026	May 06, 2026
CITY HOLDING CO	History	Closed out	0	0	—	0.01%	—	-1,300	-100.0%	Q1 2026	Apr 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	Closed out	0	0	—	0.0%	—	-732	-100.0%	Q1 2026	Apr 28, 2026
Wealth Preservation Advisors, LLC	History	Closed out	0	0	—	0.02%	—	-487	-100.0%	Q1 2026	May 15, 2026
MidFirst Bank	History	Closed out	0	0	—	0.0%	—	-402	-100.0%	Q1 2026	May 15, 2026
Geneos Wealth Management Inc.	History	Closed out	0	0	—	0.0%	—	-358	-100.0%	Q1 2026	May 04, 2026
Vinland Capital Management Gestora de Recursos LTDA.	History	Closed out	0	0	—	1.69%	—	-312	-100.0%	Q1 2026	Apr 22, 2026
NVWM, LLC	History	Closed out	0	0	—	0.01%	—	-300	-100.0%	Q1 2026	Apr 27, 2026
IFC & Insurance Marketing, Inc.	History	Closed out	0	0	—	0.02%	—	-271	-100.0%	Q1 2026	Apr 16, 2026
CONQUIS FINANCIAL LLC	History	Closed out	0	0	—	0.01%	—	-165	-100.0%	Q1 2026	May 07, 2026
MONTAG A & ASSOCIATES INC	History	Closed out	0	0	—	0.0%	—	-102	-100.0%	Q1 2026	Apr 29, 2026
Bangor Savings Bank	History	Closed out	0	0	—	0.0%	—	-83	-100.0%	Q1 2026	Apr 01, 2026
Realta Investment Advisors	History	Closed out	0	0	—	0.0%	—	-68	-100.0%	Q1 2026	Apr 22, 2026
Center for Financial Planning, Inc.	History	Closed out	0	0	—	0.0%	—	-65	-100.0%	Q1 2026	May 04, 2026
PROFFITT & GOODSON INC	History	Closed out	0	0	—	0.0%	—	-51	-100.0%	Q1 2026	May 06, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	Closed out	0	0	—	0.0%	—	-50	-100.0%	Q1 2026	Apr 17, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	Closed out	0	0	—	0.0%	—	-50	-100.0%	Q1 2026	Apr 16, 2026
SHP Wealth Management	History	Closed out	0	0	—	0.0%	—	-48	-100.0%	Q1 2026	May 08, 2026
Olistico Wealth, LLC	History	Closed out	0	0	—	0.0%	—	-43	-100.0%	Q1 2026	Apr 08, 2026
Orion Capital Management LLC	History	Closed out	0	0	—	0.0%	—	-13	-100.0%	Q1 2026	May 14, 2026
EverSource Wealth Advisors, LLC	History	Closed out	0	0	—	—	—	-8	-100.0%	Q1 2026	May 15, 2026
Main Street Group, LTD	History	New	7	0	—	—	—	+7	New	Q1 2026	May 06, 2026