ExlService Holdings, Inc. - EXLS
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 | 14,258,782 | 605,142 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 19,118,608 | 582,161 | 0.01% | 0.01% | 2 | -256,973 | -1.33% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 13,405,714 | 408,203 | 0.02% | 0.03% | 3 | -926,258 | -6.46% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,876,298 | 300,733 | 0.14% | 0.09% | 4 | +5,757,673 | 139.8% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,737,780 | 205,165 | 0.01% | — | 5 | +6,737,780 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,504,533 | 198,063 | 0.01% | — | 6 | +6,504,533 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 4,790,675 | 145,876 | 0.01% | 0.01% | 7 | +65,564 | 1.39% | Q1 2026 | May 15, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 4,257,091 | 129,628 | 2.75% | 3.67% | 8 | -344,790 | -7.49% | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,217,764 | 128,452 | 0.01% | 0.01% | 9 | +172,171 | 4.26% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,829,047 | 117,015 | 0.01% | 0.02% | 10 | -2,098,746 | -35.41% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,709,632 | 112,958 | 0.09% | 0.09% | 11 | +2,180,883 | 142.66% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 3,442,439 | 104,822 | 0.06% | 0.04% | 12 | +1,561,278 | 83.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,852,647 | 86,865 | 0.02% | 0.03% | 13 | -49,765 | -1.71% | Q1 2026 | May 07, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Reduced | 2,757,931 | 83,978 | 1.87% | 2.45% | 14 | -15,211 | -0.55% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 2,712,356 | 82,591 | 0.28% | 0.48% | 15 | -1,068,680 | -28.26% | Q1 2026 | Apr 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 2,525,718 | 76,908 | 0.09% | 0.12% | 16 | +151,169 | 6.37% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,496,635 | 76,022 | 0.0% | 0.0% | 17 | +927,369 | 59.1% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,195,322 | 66,847 | 0.03% | 0.02% | 18 | +844,005 | 62.46% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,551,400 | 65,841 | 0.13% | 0.13% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,158,328 | 65,721 | 0.22% | 0.32% | 20 | -3,521 | -0.16% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,982,668 | 60,372 | 0.01% | 0.01% | 21 | +201,362 | 11.3% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 1,894,324 | 57,682 | 0.1% | 0.15% | 22 | -465,974 | -19.74% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 1,800,293 | 55,016 | 0.05% | 0.04% | 23 | +674,117 | 59.86% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,597,750 | 48,651 | 0.01% | 0.01% | 24 | +13,042 | 0.82% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,506,357 | 45,868 | 0.0% | 0.0% | 25 | +828,520 | 122.23% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,380,547 | 42,037 | 0.01% | 0.0% | 26 | +1,164,314 | 538.45% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 1,238,711 | 37,718 | 0.01% | 0.02% | 27 | -228,423 | -15.57% | Q1 2026 | Apr 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,178,777 | 35,893 | 0.07% | 0.08% | 28 | +210,309 | 21.72% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | New | 1,139,850 | 34,708 | 0.1% | — | 29 | +1,139,850 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,098,788 | 33,458 | 0.01% | 0.01% | 30 | -15,719 | -1.41% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,050,882 | 31,999 | 0.04% | 0.02% | 31 | +539,109 | 105.34% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 994,785 | 30,291 | 0.01% | — | 32 | +994,785 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 989,047 | 30,116 | 0.0% | 0.01% | 33 | -102,667 | -9.4% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 948,530 | 28,882 | 0.01% | 0.01% | 34 | -422,900 | -30.84% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 939,698 | 28,613 | 0.16% | 0.16% | 35 | +246,690 | 35.6% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 938,446 | 28,575 | 0.0% | 0.0% | 36 | +542,066 | 136.75% | Q1 2026 | May 12, 2026 |
| Boston Trust Walden Corp | History | Reduced | 904,225 | 27,533 | 0.23% | 0.84% | 37 | -1,703,811 | -65.33% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 818,654 | 24,928 | 0.03% | 0.01% | 38 | +652,475 | 392.63% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 814,020 | 24,786 | 0.0% | 0.01% | 39 | -265,756 | -24.61% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 793,876 | 24,173 | 0.1% | 0.0% | 40 | +790,750 | 25295.91% | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 770,025 | 23,447 | 0.01% | 0.01% | 41 | +53,229 | 7.43% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 729,923 | 22,226 | 0.33% | 0.51% | 42 | -42,191 | -5.46% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 684,300 | 20,836 | 0.03% | 0.02% | 43 | +364,900 | 114.25% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 452,352 | 19,197 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Reduced | 621,865 | 18,935 | 0.0% | 0.01% | 45 | -722,700 | -53.75% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 587,300 | 17,883 | 0.0% | 0.01% | 46 | +90,249 | 18.16% | Q1 2026 | May 04, 2026 |
| EULAV Asset Management | History | No change | 584,065 | 17,784 | 0.57% | 0.66% | 47 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | Added to | 577,675 | 17,590 | 0.13% | 0.11% | 48 | +291,921 | 102.16% | Q1 2026 | May 15, 2026 |
| Tributary Capital Management, LLC | History | Added to | 546,296 | 16,634 | 1.61% | 1.74% | 49 | +129,949 | 31.21% | Q1 2026 | May 04, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 540,369 | 16,454 | 0.07% | 0.09% | 50 | -77,770 | -12.58% | Q1 2026 | May 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 532,534 | 16,215 | 0.03% | 0.03% | 51 | +49,202 | 10.18% | Q1 2026 | May 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 502,144 | 15,290 | 0.11% | 0.15% | 52 | +7,103 | 1.43% | Q1 2026 | Apr 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 487,098 | 14,832 | 0.01% | 0.02% | 53 | +2,635 | 0.54% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 485,436 | 14,781 | 0.08% | 0.11% | 54 | -63,554 | -11.58% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 476,578 | 14,511 | 0.0% | 0.0% | 55 | -4,624 | -0.96% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 474,258 | 14,441 | 0.0% | 0.01% | 56 | -555,921 | -53.96% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 442,363 | 13,469 | 0.0% | 0.0% | 57 | +173,432 | 64.49% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 432,638 | 13,173 | 0.02% | 0.02% | 58 | +51,981 | 13.66% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 420,957 | 12,818 | 0.01% | 0.0% | 59 | +380,002 | 927.85% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 294,263 | 12,488 | 0.0% | 0.0% | 60 | +7,636 | 2.66% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 396,438 | 12,071 | 0.02% | 0.0% | 61 | +347,906 | 716.86% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 383,004 | 11,662 | 0.01% | 0.0% | 62 | +364,779 | 2001.53% | Q1 2026 | Apr 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 361,286 | 11,004 | 0.02% | 0.02% | 63 | +76,846 | 27.02% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 353,584 | 10,766 | 0.01% | 0.01% | 64 | +13,527 | 3.98% | Q1 2026 | May 04, 2026 |
| Aberdeen Group plc | History | Reduced | 340,076 | 10,355 | 0.02% | 0.04% | 65 | -222,361 | -39.54% | Q1 2026 | Apr 29, 2026 |
| Engineers Gate Manager LP | History | Added to | 336,630 | 10,250 | 0.13% | 0.09% | 66 | +166,809 | 98.23% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 329,714 | 10,039 | 0.0% | 0.0% | 67 | +125,915 | 61.78% | Q1 2026 | May 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 324,308 | 9,875 | 0.01% | 0.01% | 68 | +19,686 | 6.46% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 323,347 | 9,845 | 0.01% | 0.01% | 69 | +141,857 | 78.16% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Reduced | 314,040 | 9,562 | 0.01% | 0.01% | 70 | -4,400 | -1.38% | Q1 2026 | May 07, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 312,170 | 9,505 | 1.95% | 2.41% | 71 | -49,442 | -13.67% | Q1 2026 | May 06, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 300,198 | 9,141 | 0.75% | 3.49% | 72 | -694,485 | -69.82% | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 297,950 | 9,072 | 0.07% | 0.09% | 73 | -12,677 | -4.08% | Q1 2026 | May 15, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 295,609 | 9,001 | 0.44% | 0.65% | 74 | -6,800 | -2.25% | Q1 2026 | Apr 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 291,662 | 8,882 | 0.0% | 0.0% | 75 | -785,794 | -72.93% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 288,474 | 8,784 | 0.0% | 0.01% | 76 | -643,479 | -69.05% | Q1 2026 | May 14, 2026 |
| Retirement Systems of Alabama | History | Added to | 262,256 | 7,985 | 0.03% | 0.04% | 77 | +2,189 | 0.84% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 252,806 | 7,697 | 0.32% | 0.32% | 78 | +66,868 | 35.96% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 248,802 | 7,614 | 0.0% | 0.0% | 79 | +43,151 | 20.98% | Q1 2026 | Apr 30, 2026 |
| WINTON GROUP Ltd | History | New | 247,689 | 7,542 | 0.26% | — | 80 | +247,689 | New | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Added to | 244,509 | 7,445 | 0.03% | 0.0% | 81 | +228,447 | 1422.28% | Q1 2026 | May 13, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 240,178 | 7,313 | 0.48% | 0.62% | 82 | -493 | -0.2% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 230,404 | 7,015 | 0.0% | 0.02% | 83 | -705,379 | -75.38% | Q1 2026 | May 12, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 227,856 | 6,938 | 0.14% | 0.17% | 84 | -1,105 | -0.48% | Q1 2026 | May 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 221,870 | 6,755 | 0.01% | 0.01% | 85 | +86,494 | 63.89% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 216,554 | 6,594 | 0.01% | 0.0% | 86 | +131,112 | 153.45% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 215,902 | 6,574 | 0.0% | 0.0% | 87 | -36,825 | -14.57% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 208,048 | 6,335 | 0.26% | 0.38% | 88 | -7,931 | -3.67% | Q1 2026 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 202,151 | 6,155 | 0.0% | 0.0% | 89 | +62,155 | 44.4% | Q1 2026 | May 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 200,820 | 6,114 | 0.17% | 0.2% | 90 | +26,820 | 15.41% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 198,486 | 6,043 | 0.0% | 0.01% | 91 | -115,603 | -36.81% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 194,886 | 5,934 | 0.01% | 0.01% | 92 | +23,105 | 13.45% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 192,000 | 5,846 | 0.0% | 0.01% | 93 | +14,800 | 8.35% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 189,097 | 5,758 | 0.01% | 0.01% | 94 | +36,552 | 23.96% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 188,694 | 5,745 | 0.01% | 0.0% | 95 | +165,143 | 701.21% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 185,898 | 5,660 | 0.06% | 0.09% | 96 | -6,143 | -3.2% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 179,246 | 5,458 | 0.0% | 0.0% | 97 | +96,484 | 116.58% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 178,504 | 5,435 | 0.01% | 0.02% | 98 | -10,801 | -5.71% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 177,913 | 5,417 | 0.18% | 0.23% | 99 | -13,501 | -7.05% | Q1 2026 | May 18, 2026 |
| Corient Private Wealth LLC | History | New | 177,594 | 5,407 | 0.01% | — | 100 | +177,594 | New | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 172,751 | 5,260 | 0.01% | 0.01% | 101 | -34,521 | -16.65% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 166,741 | 5,077 | 0.0% | — | 102 | +166,741 | New | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 166,708 | 5,076 | 0.01% | 0.01% | 103 | -28,624 | -14.65% | Q1 2026 | May 08, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 153,080 | 4,880 | 0.27% | 0.01% | 104 | +147,917 | 2864.94% | Q1 2026 | May 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 160,203 | 4,878 | 0.02% | 0.0% | 105 | +141,940 | 777.2% | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 156,536 | 4,766 | 0.72% | — | 106 | +156,536 | New | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 154,752 | 4,712 | 0.0% | 0.0% | 107 | -12,707 | -7.59% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 153,938 | 4,687 | 0.0% | 0.0% | 108 | +37,933 | 32.7% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 149,425 | 4,549 | 0.01% | 0.01% | 109 | +26,550 | 21.61% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 145,249 | 4,423 | 0.0% | 0.0% | 110 | +5,270 | 3.76% | Q1 2026 | May 15, 2026 |
| Foyston, Gordon & Payne Inc | History | Added to | 144,370 | 4,396 | 1.01% | 0.93% | 111 | +43,968 | 43.79% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 143,706 | 4,375 | 0.02% | 0.01% | 112 | +80,908 | 128.84% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 142,384 | 4,335 | 0.0% | — | 113 | +142,384 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 142,010 | 4,324 | 0.0% | 0.0% | 114 | -47,612 | -25.11% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 138,372 | 4,213 | 0.0% | 0.0% | 115 | +13,179 | 10.53% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 136,818 | 4,166 | 0.01% | 0.01% | 116 | +88,573 | 183.59% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 126,093 | 3,839 | 0.01% | 0.02% | 118 | -91,088 | -41.94% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 126,092 | 3,839 | 0.22% | 0.22% | 117 | +27,091 | 27.36% | Q1 2026 | May 01, 2026 |
| Weiss Asset Management LP | History | New | 124,600 | 3,794 | 0.06% | — | 119 | +124,600 | New | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 122,221 | 3,721 | 0.0% | 0.01% | 120 | -55,144 | -31.09% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 114,947 | 3,500 | 0.0% | 0.01% | 121 | -388,659 | -77.18% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 80,510 | 3,416 | 0.19% | 0.19% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OP Asset Management Ltd | History | Added to | 112,068 | 3,412 | 0.04% | 0.04% | 123 | +27,279 | 32.17% | Q1 2026 | Apr 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 109,564 | 3,336 | 0.0% | 0.0% | 124 | -6,275 | -5.42% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 109,225 | 3,325 | 0.0% | 0.0% | 125 | +26,300 | 31.72% | Q1 2026 | May 13, 2026 |
| Voleon Capital Management LP | History | Added to | 109,171 | 3,324 | 0.07% | 0.02% | 126 | +87,210 | 397.11% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 109,108 | 3,322 | 0.0% | 0.04% | 127 | -849,703 | -88.62% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 106,578 | 3,245 | 0.01% | 0.01% | 128 | +62,543 | 142.03% | Q1 2026 | May 14, 2026 |
| Bridge City Capital, LLC | History | Reduced | 103,535 | 3,152 | 0.87% | 1.84% | 129 | -44,097 | -29.87% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 98,715 | 3,005 | 0.0% | 0.0% | 130 | +65,546 | 197.61% | Q1 2026 | May 15, 2026 |
| one8zero8, LLC | History | Reduced | 98,600 | 3,002 | 0.67% | 1.02% | 131 | -11,700 | -10.61% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 97,619 | 2,972 | 0.0% | 0.01% | 132 | +11,713 | 13.63% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 96,259 | 2,931 | 0.04% | 0.05% | 133 | -2,021 | -2.06% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 95,642 | 2,912 | 0.15% | 0.15% | 134 | +29,748 | 45.15% | Q1 2026 | May 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 95,662 | 2,912 | 0.0% | 0.01% | 135 | -7,400 | -7.18% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 94,969 | 2,891 | 0.11% | 0.11% | 136 | +19,998 | 26.67% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | New | 91,571 | 2,788 | 0.01% | — | 137 | +91,571 | New | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 91,551 | 2,787 | 0.0% | 0.0% | 138 | +29,323 | 47.12% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 91,277 | 2,780 | 0.0% | 0.01% | 139 | -31 | -0.03% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 90,798 | 2,764 | 0.04% | 0.05% | 140 | +13,851 | 18.0% | Q1 2026 | May 11, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | New | 86,500 | 2,633 | 1.57% | — | 141 | +86,500 | New | Q1 2026 | May 05, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | New | 85,400 | 2,598 | 0.1% | — | 142 | +85,400 | New | Q1 2026 | May 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 84,396 | 2,569 | 0.01% | 0.01% | 143 | +28,789 | 51.77% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 82,451 | 2,510 | 0.08% | 0.09% | 144 | +11,188 | 15.7% | Q1 2026 | May 11, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 80,700 | 2,457 | 0.0% | 0.0% | 145 | +21,028 | 35.24% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 80,464 | 2,450 | 0.02% | 0.0% | 146 | +63,396 | 371.43% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 80,323 | 2,445 | 0.0% | 0.0% | 147 | +39,090 | 94.8% | Q1 2026 | May 14, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Added to | 78,085 | 2,377 | 0.19% | 0.24% | 148 | +1,400 | 1.83% | Q1 2026 | Apr 16, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 77,442 | 2,358 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 75,090 | 2,286 | 0.02% | 0.02% | 150 | -61 | -0.08% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 73,954 | 2,251 | 0.01% | 0.01% | 151 | +18,322 | 32.93% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 73,380 | 2,234 | 0.0% | 0.0% | 152 | -2,712 | -3.56% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 52,482 | 2,227 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jump Financial, LLC | History | Added to | 72,800 | 2,216 | 0.03% | 0.02% | 154 | +37,575 | 106.67% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 72,477 | 2,206 | 0.04% | 0.03% | 155 | +22,386 | 44.69% | Q1 2026 | May 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 71,596 | 2,180 | 0.0% | 0.01% | 156 | -119,085 | -62.45% | Q1 2026 | May 11, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 70,775 | 2,155 | 0.06% | 0.06% | 157 | +24,481 | 52.88% | Q1 2026 | May 14, 2026 |
| Sciencast Management LP | History | Added to | 68,883 | 2,097 | 0.27% | 0.33% | 158 | +13,380 | 24.11% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 68,425 | 2,082 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 91,560 | 2,025 | 0.0% | 0.0% | 160 | +47,192 | 106.36% | Q1 2026 | Apr 08, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 66,079 | 2,012 | 0.01% | 0.01% | 161 | +1,410 | 2.18% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 65,389 | 1,991 | 0.0% | 0.01% | 162 | -5,750 | -8.08% | Q1 2026 | Apr 27, 2026 |
| Freestone Grove Partners LP | History | Added to | 65,314 | 1,988 | 0.01% | 0.01% | 163 | +39,442 | 152.45% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 64,487 | 1,963 | 0.02% | 0.02% | 164 | +915 | 1.44% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 64,383 | 1,960 | 0.0% | — | 165 | +64,383 | New | Q1 2026 | May 08, 2026 |
| Granahan Investment Management, LLC | History | Added to | 63,086 | 1,920 | 0.09% | 0.09% | 166 | +14,880 | 30.87% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 60,019 | 1,828 | 0.0% | 0.0% | 167 | +27,208 | 82.92% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 59,607 | 1,815 | 0.0% | 0.0% | 168 | -329 | -0.55% | Q1 2026 | May 01, 2026 |
| ALLSTATE CORP | History | New | 56,962 | 1,734 | 0.02% | — | 169 | +56,962 | New | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Added to | 56,645 | 1,724 | 0.02% | 0.02% | 170 | +28,432 | 100.78% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 56,593 | 1,723 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 54,900 | 1,671 | 0.01% | 0.01% | 172 | +9,000 | 19.61% | Q1 2026 | Apr 29, 2026 |
| Aquatic Capital Management LLC | History | New | 54,770 | 1,667 | 0.05% | — | 173 | +54,770 | New | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | New | 54,383 | 1,655 | 0.0% | — | 174 | +54,383 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 52,166 | 1,588 | 0.0% | 0.0% | 175 | +50,184 | 2531.99% | Q1 2026 | May 01, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 50,575 | 1,540 | 0.01% | 0.02% | 176 | -110,927 | -68.68% | Q1 2026 | Apr 30, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 50,013 | 1,523 | 0.01% | 0.02% | 177 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 49,736 | 1,514 | 0.94% | — | 178 | +49,736 | New | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 47,677 | 1,451 | 0.0% | 0.0% | 179 | +1,182 | 2.54% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 46,455 | 1,414 | 0.02% | 0.02% | 180 | -3,020 | -6.1% | Q1 2026 | Apr 24, 2026 |
| Quadrature Capital Ltd | History | New | 46,429 | 1,413 | 0.02% | — | 181 | +46,429 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 46,377 | 1,412 | 0.0% | 0.01% | 182 | -4,957 | -9.66% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 45,600 | 1,388 | 0.02% | 0.03% | 183 | +1,700 | 3.87% | Q1 2026 | Apr 20, 2026 |
| Headlands Technologies LLC | History | Added to | 45,509 | 1,385 | 0.16% | 0.09% | 184 | +19,878 | 77.55% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 43,632 | 1,328 | 0.0% | 0.0% | 185 | +2,254 | 5.45% | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Reduced | 43,592 | 1,327 | 0.01% | 0.01% | 186 | -1,441 | -3.2% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 43,122 | 1,320 | 0.0% | 0.0% | 187 | +34,991 | 430.34% | Q1 2026 | May 14, 2026 |
| ING GROEP NV | History | Added to | 41,300 | 1,257 | 0.01% | 0.01% | 188 | +1,800 | 4.56% | Q1 2026 | May 11, 2026 |
| QSV Equity Investors LLC | History | No change | 29,405 | 1,247 | 1.84% | 1.84% | 189 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 40,694 | 1,243 | 0.22% | 0.22% | 190 | +6,399 | 18.66% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 39,902 | 1,215 | 0.0% | 0.0% | 191 | -38,020 | -48.79% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 39,374 | 1,198 | 0.01% | 0.01% | 192 | -340 | -0.86% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 38,163 | 1,190 | 0.02% | 0.05% | 193 | +13,688 | 55.93% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 39,030 | 1,188 | 0.0% | — | 194 | +39,030 | New | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 38,898 | 1,184 | 0.08% | 0.12% | 195 | -21,606 | -35.71% | Q1 2026 | May 08, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 38,360 | 1,168 | 0.11% | 0.08% | 196 | +18,968 | 97.81% | Q1 2026 | Apr 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 24,508 | 1,157 | 0.38% | 0.1% | 197 | +19,112 | 354.19% | Q1 2026 | May 13, 2026 |
| MACQUARIE GROUP LTD | History | New | 37,983 | 1,156 | 0.01% | — | 198 | +37,983 | New | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 37,800 | 1,151 | 0.01% | 0.01% | 199 | +300 | 0.8% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,495 | 1,148 | 0.0% | 0.0% | 200 | +30,928 | 408.72% | Q1 2026 | May 15, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 37,465 | 1,140 | 0.43% | — | 201 | +37,465 | New | Q1 2026 | Apr 30, 2026 |
| XPONANCE LLC | History | Added to | 37,428 | 1,139 | 0.01% | 0.01% | 202 | +449 | 1.21% | Q1 2026 | May 13, 2026 |
| 2Xideas AG | History | Reduced | 36,052 | 1,097 | 0.43% | 1.13% | 203 | -58,983 | -62.06% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 35,660 | 1,085 | 0.0% | 0.01% | 204 | -7,480 | -17.34% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 35,206 | 1,072 | 0.02% | 0.02% | 205 | -301 | -0.85% | Q1 2026 | May 08, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 34,000 | 1,035 | 0.03% | 0.04% | 206 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 33,974 | 1,034 | 0.03% | 0.04% | 207 | +5,062 | 17.51% | Q1 2026 | May 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 24,419 | 1,031 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 33,591 | 1,022 | 0.1% | 0.11% | 209 | +8,297 | 32.8% | Q1 2026 | Apr 30, 2026 |
| Quantbot Technologies LP | History | Reduced | 33,276 | 1,013 | 0.04% | 0.16% | 210 | -79,579 | -70.51% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 32,241 | 981 | 0.01% | 0.02% | 211 | +500 | 1.58% | Q1 2026 | Apr 29, 2026 |
| Graham Capital Management, L.P. | History | Added to | 31,370 | 955 | 0.02% | 0.01% | 212 | +25,760 | 459.18% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 30,774 | 937 | 0.02% | — | 213 | +30,774 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 30,666 | 933 | 0.01% | 0.01% | 214 | +7,070 | 29.96% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 30,634 | 932 | 0.05% | 0.11% | 215 | -21,962 | -41.76% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 30,119 | 917 | 0.0% | 0.0% | 216 | +11,244 | 59.57% | Q1 2026 | Apr 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 29,109 | 886 | 0.01% | 0.01% | 217 | +18,212 | 167.13% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 29,085 | 885 | 0.03% | 0.04% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Woodline Partners LP | History | New | 28,942 | 881 | 0.0% | — | 219 | +28,942 | New | Q1 2026 | May 15, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Added to | 28,569 | 869 | 0.06% | 0.07% | 220 | +1,014 | 3.68% | Q1 2026 | Apr 23, 2026 |
| Perbak Capital Partners LLP | History | Added to | 27,995 | 852 | 0.21% | 0.12% | 221 | +18,856 | 206.32% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,814 | 816 | 0.01% | 0.0% | 222 | +16,987 | 172.86% | Q1 2026 | Apr 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 26,018 | 809 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 26,557 | 808 | 0.09% | 0.09% | 224 | +5,844 | 28.21% | Q1 2026 | May 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 26,110 | 807 | 0.03% | 0.03% | 225 | -1,788 | -6.41% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 26,282 | 800 | 0.01% | 0.01% | 226 | +10,464 | 66.15% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 25,236 | 768 | 0.03% | — | 227 | +25,236 | New | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 25,060 | 763 | 0.0% | 0.0% | 228 | +2,428 | 10.73% | Q1 2026 | Apr 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 25,023 | 762 | 0.05% | — | 229 | +25,023 | New | Q1 2026 | May 08, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | New | 25,000 | 761 | 0.1% | — | 230 | +25,000 | New | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | No change | 24,863 | 757 | 0.07% | 0.1% | 231 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 24,733 | 753 | 0.0% | 0.0% | 232 | -1,946 | -7.29% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 24,161 | 735 | 0.0% | 0.0% | 233 | -3,205 | -11.71% | Q1 2026 | May 04, 2026 |
| Jefferies Financial Group Inc. | History | New | 23,683 | 721 | 0.0% | — | 234 | +23,683 | New | Q1 2026 | May 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 23,618 | 719 | 0.01% | 0.0% | 235 | +16,158 | 216.6% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 23,286 | 709 | 0.06% | 0.08% | 236 | -119 | -0.51% | Q1 2026 | Apr 15, 2026 |
| South Dakota Investment Council | History | No change | 23,057 | 702 | 0.01% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AXQ CAPITAL, LP | History | Added to | 22,164 | 674 | 0.09% | 0.15% | 238 | +6,828 | 44.52% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | New | 20,927 | 637 | 0.01% | — | 239 | +20,927 | New | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 19,808 | 603 | 0.01% | 0.01% | 240 | -422 | -2.09% | Q1 2026 | Apr 08, 2026 |
| SUMMITRY LLC | History | Added to | 19,046 | 579 | 0.02% | 0.03% | 241 | +64 | 0.34% | Q1 2026 | May 22, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 17,967 | 547 | 0.09% | 0.19% | 242 | -1,991 | -9.98% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 17,888 | 544 | 0.0% | 0.01% | 243 | +4,033 | 29.11% | Q1 2026 | May 07, 2026 |
| Bridgefront Capital, LLC | History | New | 17,773 | 541 | 0.13% | — | 244 | +17,773 | New | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 17,141 | 521 | 0.0% | 0.0% | 245 | +11,953 | 230.4% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 17,028 | 518 | 0.0% | 0.0% | 246 | -30,802 | -64.4% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,018 | 518 | 0.0% | 0.0% | 247 | +9,598 | 129.35% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Added to | 16,847 | 512 | 0.04% | 0.04% | 248 | +5,857 | 53.29% | Q1 2026 | Apr 23, 2026 |
| Impact Partnership Wealth, LLC | History | New | 16,792 | 511 | 0.06% | — | 249 | +16,792 | New | Q1 2026 | Apr 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 16,775 | 510 | 0.01% | 0.0% | 250 | +7,169 | 74.63% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,557 | 504 | 0.0% | 0.0% | 251 | +7,110 | 75.26% | Q1 2026 | May 08, 2026 |
| Legato Capital Management LLC | History | Reduced | 16,492 | 502 | 0.05% | 0.16% | 252 | -27,625 | -62.62% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | New | 16,506 | 502 | 0.15% | — | 254 | +16,506 | New | Q1 2026 | May 14, 2026 |
| Eurizon SLJ Capital Ltd | History | Added to | 16,444 | 502 | 0.24% | 0.01% | 253 | +16,053 | 4105.63% | Q1 2026 | May 06, 2026 |
| First National Advisers, LLC | History | Added to | 16,435 | 500 | 0.07% | 0.09% | 255 | +1,498 | 10.03% | Q1 2026 | May 08, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 16,372 | 498 | 0.13% | — | 256 | +16,372 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | New | 15,749 | 497 | 0.01% | — | 257 | +15,749 | New | Q1 2026 | May 04, 2026 |
| nVerses Capital, LLC | History | New | 15,861 | 482 | 0.44% | — | 259 | +15,861 | New | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 15,847 | 482 | 0.0% | 0.0% | 258 | +2,964 | 23.01% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | New | 15,800 | 481 | 0.04% | — | 260 | +15,800 | New | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 15,782 | 480 | 0.02% | 0.04% | 261 | -12,740 | -44.67% | Q1 2026 | Apr 28, 2026 |
| State of Alaska, Department of Revenue | History | No change | 15,741 | 479 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 15,644 | 476 | 0.05% | 0.07% | 263 | +53 | 0.34% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,577 | 474 | 0.0% | 0.0% | 264 | +955 | 6.53% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | New | 15,529 | 472 | 0.03% | — | 265 | +15,529 | New | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | Added to | 15,178 | 462 | 0.04% | 0.06% | 266 | +264 | 1.77% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,103 | 459 | 0.0% | 0.01% | 267 | -10,459 | -40.92% | Q1 2026 | Apr 20, 2026 |
| Callan Family Office, LLC | History | Added to | 14,767 | 449 | 0.01% | 0.01% | 268 | +7,619 | 106.59% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 14,743 | 448 | 0.0% | 0.0% | 269 | -7,398 | -33.41% | Q1 2026 | May 13, 2026 |
| Numerai GP LLC | History | New | 14,701 | 447 | 0.04% | — | 270 | +14,701 | New | Q1 2026 | May 15, 2026 |
| AVIVA PLC | History | Added to | 14,407 | 438 | 0.0% | 0.0% | 271 | +2,372 | 19.71% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 14,167 | 431 | 0.0% | 0.0% | 272 | +1,727 | 13.88% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 14,157 | 431 | 0.0% | 0.01% | 273 | +776 | 5.8% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,144 | 430 | 0.0% | 0.0% | 274 | -35,239 | -71.36% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 14,052 | 427 | 0.05% | 0.08% | 275 | -3,346 | -19.23% | Q1 2026 | May 13, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 13,049 | 419 | 0.05% | — | 276 | +13,049 | New | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 13,717 | 417 | 0.01% | 0.02% | 277 | +1,140 | 9.06% | Q1 2026 | May 13, 2026 |
| Blueshift Asset Management, LLC | History | New | 13,585 | 413 | 0.13% | — | 279 | +13,585 | New | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 13,576 | 413 | 0.01% | 0.01% | 278 | +8,091 | 147.51% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 13,394 | 407 | 0.0% | 0.0% | 280 | -1,586 | -10.59% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 11,818 | 372 | 0.01% | 0.01% | 281 | +6,652 | 128.77% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 8,708 | 369 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 12,100 | 368 | 0.31% | 0.61% | 283 | -6,000 | -33.15% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,386 | 355 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 11,565 | 352 | 0.01% | 0.02% | 285 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 11,405 | 347 | 0.15% | — | 286 | +11,405 | New | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | New | 11,401 | 347 | 0.05% | — | 287 | +11,401 | New | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,218 | 342 | 0.0% | 0.0% | 288 | +2,254 | 25.15% | Q1 2026 | Apr 30, 2026 |
| Vident Advisory, LLC | History | Reduced | 11,212 | 341 | 0.0% | 0.02% | 289 | -53,057 | -82.55% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,004 | 335 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 11,000 | 335 | 0.17% | 0.23% | 291 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,494 | 319 | 0.0% | 0.0% | 292 | -39,682 | -79.09% | Q1 2026 | Apr 27, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 10,460 | 318 | 0.02% | — | 293 | +10,460 | New | Q1 2026 | May 11, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 10,034 | 305 | 0.1% | 0.1% | 294 | +2,690 | 36.63% | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | Added to | 9,993 | 304 | 0.0% | 0.0% | 295 | +9,814 | 5482.68% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 9,874 | 300 | 0.0% | 0.0% | 296 | -7,832 | -44.23% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 9,819 | 298 | 0.01% | 0.01% | 298 | +5,875 | 148.96% | Q1 2026 | Apr 06, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 9,814 | 298 | 0.06% | 0.12% | 297 | -3,666 | -27.2% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | New | 9,707 | 295 | 0.0% | — | 299 | +9,707 | New | Q1 2026 | Apr 27, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,591 | 292 | 0.0% | 0.02% | 300 | -310,995 | -97.01% | Q1 2026 | May 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 9,557 | 291 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 9,511 | 289 | 0.0% | 0.0% | 302 | +3,237 | 51.59% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Added to | 9,450 | 287 | 0.03% | 0.04% | 303 | +1,626 | 20.78% | Q1 2026 | May 14, 2026 |
| Bull Harbor Capital LLC | History | New | 9,324 | 283 | 0.08% | — | 304 | +9,324 | New | Q1 2026 | May 18, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 9,185 | 279 | 0.03% | — | 305 | +9,185 | New | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 8,788 | 267 | 0.0% | — | 306 | +8,788 | New | Q1 2026 | May 01, 2026 |
| Carnegie Investment Counsel | History | No change | 8,750 | 266 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| West Tower Group, LLC | History | Reduced | 8,700 | 264 | 0.82% | 2.65% | 308 | -19,000 | -68.59% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | New | 8,599 | 261 | 0.0% | — | 310 | +8,599 | New | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 8,603 | 261 | 0.0% | 0.01% | 309 | -5,470 | -38.87% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 8,568 | 260 | 0.01% | 0.01% | 311 | +3 | 0.04% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Added to | 8,441 | 257 | 0.0% | 0.0% | 312 | +1,939 | 29.82% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,457 | 257 | 0.01% | 0.01% | 313 | +1,249 | 17.33% | Q1 2026 | May 15, 2026 |
| Utah Retirement Systems | History | No change | 8,364 | 254 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 8,242 | 250 | 0.01% | — | 315 | +8,242 | New | Q1 2026 | Apr 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 8,092 | 246 | 0.01% | — | 317 | +8,092 | New | Q1 2026 | May 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 5,800 | 246 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SkyOak Wealth, LLC | History | New | 8,051 | 245 | 0.04% | — | 318 | +8,051 | New | Q1 2026 | Apr 30, 2026 |
| DnB Asset Management AS | History | New | 8,043 | 244 | 0.0% | — | 319 | +8,043 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 8,001 | 243 | 0.01% | 0.01% | 320 | -4,084 | -33.79% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | New | 7,888 | 240 | 0.0% | — | 321 | +7,888 | New | Q1 2026 | May 15, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 7,773 | 236 | 0.04% | 0.08% | 322 | -3,505 | -31.08% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,751 | 236 | 0.01% | 0.01% | 323 | +844 | 12.22% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,691 | 234 | 0.0% | 0.01% | 324 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,637 | 232 | 0.0% | 0.0% | 325 | +1,177 | 18.22% | Q1 2026 | May 05, 2026 |
| Riverwater Partners LLC | History | Added to | 7,582 | 230 | 0.08% | 0.09% | 326 | +2,171 | 40.12% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,483 | 227 | 0.0% | 0.0% | 327 | -739 | -8.99% | Q1 2026 | Apr 27, 2026 |
| Diversified Trust Co | History | Added to | 7,441 | 226 | 0.0% | 0.01% | 328 | +371 | 5.25% | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | Added to | 7,393 | 225 | 0.0% | 0.0% | 329 | +6,201 | 520.22% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 7,358 | 224 | 0.03% | 0.04% | 330 | +476 | 6.92% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | New | 7,347 | 223 | 0.01% | — | 331 | +7,347 | New | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,115 | 216 | 0.0% | 0.0% | 333 | -12,051 | -62.88% | Q1 2026 | Apr 30, 2026 |
| Vestcor Inc | History | Reduced | 7,090 | 216 | 0.01% | 0.02% | 332 | -7,698 | -52.06% | Q1 2026 | May 12, 2026 |
| Sagewood Asset Management LP | History | New | 7,101 | 216 | 0.07% | — | 334 | +7,101 | New | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,986 | 213 | 0.0% | 0.0% | 335 | +151 | 2.21% | Q1 2026 | Apr 07, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 6,976 | 212 | 0.01% | 0.01% | 336 | -206 | -2.87% | Q1 2026 | May 11, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 6,837 | 208 | 0.02% | — | 337 | +6,837 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 6,773 | 206 | 0.0% | 0.0% | 338 | +5,420 | 400.59% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 6,673 | 203 | 0.02% | 0.03% | 339 | +440 | 7.06% | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 6,639 | 202 | 0.04% | 0.05% | 340 | +1,614 | 32.12% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 6,578 | 200 | 0.0% | 0.01% | 341 | -1,310 | -16.61% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,569 | 200 | 0.0% | 0.0% | 342 | +1,106 | 20.25% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 6,271 | 190 | 0.02% | 0.02% | 343 | +1,810 | 40.57% | Q1 2026 | Apr 07, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Reduced | 5,915 | 180 | 0.03% | 0.15% | 344 | -17,596 | -74.84% | Q1 2026 | Apr 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 5,705 | 173 | 0.0% | 0.0% | 345 | -501 | -8.07% | Q1 2026 | Apr 14, 2026 |
| Bayforest Capital Ltd | History | Added to | 5,289 | 161 | 0.18% | 0.14% | 346 | +767 | 16.96% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Added to | 5,199 | 158 | 0.0% | 0.0% | 347 | +2,174 | 71.87% | Q1 2026 | Apr 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,166 | 157 | 0.0% | 0.0% | 348 | +11 | 0.21% | Q1 2026 | Apr 30, 2026 |
| KBC Group NV | History | No change | 4,440 | 135 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,274 | 130 | 0.0% | 0.0% | 350 | +3,868 | 952.71% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,133 | 125 | 0.01% | 0.0% | 351 | +3,347 | 425.83% | Q1 2026 | Apr 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4,076 | 124 | 0.0% | 0.0% | 352 | -4 | -0.1% | Q1 2026 | Apr 27, 2026 |
| STRS OHIO | History | Reduced | 3,692 | 112 | 0.0% | 0.0% | 353 | -5 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,244 | 98 | 0.0% | 0.0% | 354 | -881 | -21.36% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Added to | 3,203 | 97 | 0.0% | 0.0% | 355 | +2,820 | 736.29% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Added to | 3,142 | 95 | 0.0% | 0.0% | 356 | +495 | 18.7% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,085 | 93 | 0.0% | 0.0% | 357 | +1,702 | 123.07% | Q1 2026 | May 07, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 2,764 | 84 | 0.01% | 0.02% | 358 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,973 | 83 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,678 | 81 | 0.0% | 0.0% | 360 | -370 | -12.14% | Q1 2026 | Apr 07, 2026 |
| Covestor Ltd | History | Reduced | 2,395 | 73 | 0.05% | 0.1% | 361 | -2,245 | -48.38% | Q1 2026 | May 05, 2026 |
| WESTPAC BANKING CORP | History | New | 2,328 | 70 | 0.0% | — | 362 | +2,328 | New | Q1 2026 | May 11, 2026 |
| Cache Advisors, LLC | History | New | 2,274 | 69 | 0.01% | — | 363 | +2,274 | New | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,027 | 63 | 0.0% | 0.03% | 364 | -511,878 | -99.61% | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,000 | 60 | 0.0% | — | 365 | +2,000 | New | Q1 2026 | Apr 29, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,967 | 59 | 0.0% | 0.01% | 366 | +227 | 13.05% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,859 | 56 | 0.01% | 0.01% | 367 | +176 | 10.46% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,708 | 52 | 0.01% | — | 370 | +1,708 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,722 | 52 | 0.0% | 0.0% | 369 | +1,044 | 153.98% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,234 | 52 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tredje AP-fonden | History | Reduced | 1,483 | 45 | 0.0% | 0.2% | 371 | -612,517 | -99.76% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,202 | 36 | 0.0% | 0.0% | 372 | -144 | -10.7% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,141 | 34 | 0.0% | — | 373 | +1,141 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,102 | 33 | 0.0% | 0.0% | 374 | -3 | -0.27% | Q1 2026 | Apr 22, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 1,070 | 32 | 0.0% | 0.0% | 375 | +560 | 109.8% | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 1,000 | 30 | 0.0% | 0.0% | 376 | -9,295 | -90.29% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 935 | 28 | 0.0% | — | 378 | +935 | New | Q1 2026 | May 11, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 930 | 28 | 0.0% | 0.0% | 377 | +157 | 20.31% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | Added to | 896 | 27 | 0.01% | 0.01% | 380 | +190 | 26.91% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 898 | 27 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 851 | 25 | 0.0% | 0.0% | 381 | +134 | 18.69% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 799 | 24 | 0.01% | 0.02% | 382 | -172 | -17.71% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 768 | 23 | 0.0% | 0.0% | 383 | +325 | 73.36% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | New | 694 | 21 | 0.0% | — | 384 | +694 | New | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 686 | 20 | 0.0% | 0.0% | 385 | +75 | 12.27% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | New | 567 | 17 | 0.0% | — | 386 | +567 | New | Q1 2026 | Apr 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 535 | 16 | 0.0% | 0.0% | 387 | -1,024 | -65.68% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 549 | 16 | 0.0% | 0.0% | 388 | +304 | 124.08% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 527 | 16 | 0.0% | 0.0% | 389 | +93 | 21.43% | Q1 2026 | Apr 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 517 | 15 | 0.0% | 0.0% | 390 | -43 | -7.68% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | Reduced | 411 | 12 | 0.0% | 0.01% | 392 | -430 | -51.13% | Q1 2026 | May 21, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 408 | 12 | 0.0% | 0.0% | 391 | +372 | 1033.33% | Q1 2026 | Apr 30, 2026 |
| Quent Capital, LLC | History | Added to | 375 | 11 | 0.0% | 0.0% | 394 | +333 | 792.86% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 364 | 11 | 0.0% | 0.0% | 393 | +329 | 940.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 338 | 10 | 0.0% | 0.0% | 396 | -263 | -43.76% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 350 | 10 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 273 | 8 | 0.0% | — | 397 | +270 | 9000.0% | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 260 | 7 | 0.0% | — | 400 | +260 | New | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | New | 238 | 7 | 0.0% | — | 399 | +238 | New | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 252 | 7 | 0.0% | 0.0% | 398 | -57 | -18.45% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 221 | 6 | 0.0% | — | 401 | +210 | 1909.09% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 210 | 6 | 0.0% | — | 404 | +210 | New | Q1 2026 | May 19, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 222 | 6 | 0.0% | 0.0% | 403 | -38 | -14.62% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 208 | 6 | 0.0% | 0.0% | 402 | +9 | 4.52% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Reduced | 170 | 5 | 0.0% | 0.0% | 405 | -2,038 | -92.3% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | New | 149 | 4 | 0.0% | — | 410 | +149 | New | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 156 | 4 | 0.0% | 0.0% | 408 | -141 | -47.47% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 140 | 4 | 0.0% | — | 411 | +140 | New | Q1 2026 | Apr 06, 2026 |
| Activest Wealth Management | History | Reduced | 136 | 4 | 0.0% | 0.0% | 407 | -120 | -46.88% | Q1 2026 | Apr 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 138 | 4 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 159 | 4 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 123 | 3 | 0.0% | 0.01% | 415 | -2,155 | -94.6% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 3 | 0.0% | 0.0% | 413 | -1,200 | -92.31% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | New | 127 | 3 | 0.0% | — | 419 | +127 | New | Q1 2026 | Apr 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 126 | 3 | 0.0% | — | 420 | +126 | New | Q1 2026 | Apr 14, 2026 |
| BOKF, NA | History | New | 107 | 3 | 0.0% | — | 418 | +107 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 100 | 3 | 0.0% | — | 421 | +100 | New | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 109 | 3 | 0.0% | 0.0% | 414 | +70 | 179.49% | Q1 2026 | May 04, 2026 |
| Kilter Group LLC | History | Added to | 99 | 3 | 0.0% | 0.0% | 417 | +57 | 135.71% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 104 | 3 | 0.0% | 0.0% | 412 | -31 | -22.96% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 130 | 3 | 0.0% | 0.0% | 416 | -20 | -13.33% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 73 | 2 | 0.0% | 0.0% | 425 | -140 | -65.73% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 80 | 2 | 0.0% | — | 428 | +80 | New | Q1 2026 | Apr 24, 2026 |
| Sachetta, LLC | History | New | 78 | 2 | 0.0% | — | 429 | +78 | New | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Added to | 82 | 2 | 0.0% | — | 423 | +74 | 925.0% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 90 | 2 | 0.0% | 0.0% | 422 | -33 | -26.83% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | Added to | 77 | 2 | 0.0% | 0.0% | 424 | +32 | 71.11% | Q1 2026 | May 11, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 91 | 2 | 0.0% | 0.0% | 426 | +32 | 54.24% | Q1 2026 | Apr 07, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 92 | 2 | 0.0% | 0.0% | 427 | +2 | 2.22% | Q1 2026 | Apr 02, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 45 | 1 | 0.0% | 0.0% | 430 | -572 | -92.71% | Q1 2026 | May 06, 2026 |
| WFA of San Diego, LLC | History | New | 62 | 1 | 0.0% | — | 442 | +62 | New | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 62 | 1 | 0.0% | — | 434 | +59 | 1966.67% | Q1 2026 | Apr 30, 2026 |
| First Pacific Financial | History | New | 58 | 1 | 0.0% | — | 441 | +58 | New | Q1 2026 | Apr 23, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 45 | 1 | 0.0% | — | 443 | +45 | New | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | New | 36 | 1 | 0.0% | — | 439 | +36 | New | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | New | 33 | 1 | 0.0% | — | 440 | +33 | New | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 33 | 1 | 0.0% | — | 438 | +21 | 175.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 433 | -10 | -23.81% | Q1 2026 | Apr 16, 2026 |
| WEBSTER BANK, N. A. | History | No change | 44 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 19 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 45 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | No change | 62 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -2,584,072 | -100.0% | Q1 2026 | May 08, 2026 |
| Hood River Capital Management LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -1,574,133 | -100.0% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -1,252,129 | -100.0% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Closed out | 0 | 0 | — | 0.02% | — | -552,242 | -100.0% | Q1 2026 | May 13, 2026 |
| Smith Group Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -496,661 | -100.0% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.02% | — | -384,887 | -100.0% | Q1 2026 | May 14, 2026 |
| M&G Plc | History | Closed out | 0 | 0 | — | 0.07% | — | -311,572 | -100.0% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -290,832 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -140,556 | -100.0% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -119,659 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -81,097 | -100.0% | Q1 2026 | May 14, 2026 |
| Tandem Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -73,635 | -100.0% | Q1 2026 | May 07, 2026 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.69% | — | -69,600 | -100.0% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -65,134 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,135 | -100.0% | Q1 2026 | May 13, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -52,243 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CSM Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -49,687 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -46,844 | -100.0% | Q1 2026 | May 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -42,654 | -100.0% | Q1 2026 | May 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.1% | — | -36,174 | -100.0% | Q1 2026 | May 12, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -30,980 | -100.0% | Q1 2026 | May 15, 2026 |
| Kensington Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -29,802 | -100.0% | Q1 2026 | May 18, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -27,725 | -100.0% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -25,779 | -100.0% | Q1 2026 | May 14, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -22,901 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -19,549 | -100.0% | Q1 2026 | May 11, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -18,682 | -100.0% | Q1 2026 | May 07, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -18,075 | -100.0% | Q1 2026 | May 12, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -17,553 | -100.0% | Q1 2026 | May 15, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.1% | — | -10,734 | -100.0% | Q1 2026 | May 11, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,575 | -100.0% | Q1 2026 | May 08, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,119 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,049 | -100.0% | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,002 | -100.0% | Q1 2026 | May 05, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Tevis Investment Management | History | Closed out | 0 | 0 | — | 0.25% | — | -9,527 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,451 | -100.0% | Q1 2026 | May 01, 2026 |
| HMS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,846 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,126 | -100.0% | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,077 | -100.0% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,773 | -100.0% | Q1 2026 | May 05, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,758 | -100.0% | Q1 2026 | Apr 15, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,364 | -100.0% | Q1 2026 | Apr 24, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -6,323 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,097 | -100.0% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,992 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,973 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,948 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Closed out | 0 | 0 | — | 0.1% | — | -5,623 | -100.0% | Q1 2026 | May 05, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -5,565 | -100.0% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,541 | -100.0% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,440 | -100.0% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,335 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -5,238 | -100.0% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,237 | -100.0% | Q1 2026 | May 12, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Closed out | 0 | 0 | — | 0.01% | — | -5,217 | -100.0% | Q1 2026 | May 08, 2026 |
| Claret Asset Management Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -5,204 | -100.0% | Q1 2026 | May 11, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,162 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,996 | -100.0% | Q1 2026 | May 07, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,995 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.1% | — | -4,995 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,920 | -100.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,855 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,406 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,380 | -100.0% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Reduced | 14 | 0 | — | 0.0% | — | -1,368 | -98.99% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -951 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -656 | -100.0% | Q1 2026 | May 15, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -456 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -90 | -89.11% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 08, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 22 | 0 | — | 0.0% | — | -20 | -47.62% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 24 | 0 | — | — | — | +19 | 380.0% | Q1 2026 | Apr 10, 2026 |
| Addison Advisors LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 08, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 22, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | Added to | 11 | 0 | — | — | — | +8 | 266.67% | Q1 2026 | May 11, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -6 | -66.67% | Q1 2026 | May 01, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 16 | 0 | — | — | — | +4 | 33.33% | Q1 2026 | Apr 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 8 | 0 | — | — | — | -4 | -33.33% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 21 | 0 | — | — | — | -2 | -8.7% | Q1 2026 | Apr 08, 2026 |
| Hughes Financial Services, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | May 06, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 27 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 31 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rakuten Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 30 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |