EXPONENT INC - EXPO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 6,068,812 | 395,989 | 0.01% | 0.01% | 1 | -95,655 | -1.55% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,143,010 | 357,233 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,886,308 | 253,581 | 0.74% | 0.77% | 3 | -256,799 | -6.2% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,946,756 | 192,275 | 0.01% | — | 4 | +2,946,756 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,210,650 | 144,244 | 0.0% | — | 5 | +2,210,650 | New | Q1 2026 | May 15, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 1,906,505 | 124,399 | 2.48% | 2.8% | 6 | -485,994 | -20.31% | Q1 2026 | Apr 24, 2026 |
| STATE STREET CORP | History | Added to | 1,889,536 | 123,292 | 0.0% | 0.0% | 7 | +33,910 | 1.83% | Q1 2026 | May 15, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Added to | 1,795,507 | 117,156 | 2.49% | 2.25% | 8 | +68,106 | 3.94% | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,647,614 | 107,521 | 0.01% | 0.01% | 9 | +57,409 | 3.61% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,144,873 | 74,702 | 0.74% | 0.46% | 10 | +492,764 | 75.56% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,101,306 | 71,860 | 0.06% | 0.05% | 11 | +577,602 | 110.29% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,072,008 | 69,948 | 0.0% | 0.0% | 12 | -82,202 | -7.12% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 981,274 | 64,028 | 0.03% | 0.02% | 13 | +433,537 | 79.15% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 964,814 | 62,954 | 0.04% | 0.05% | 14 | +66,471 | 7.4% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 918,885 | 59,957 | 0.01% | 0.01% | 15 | +20,270 | 2.26% | Q1 2026 | May 07, 2026 |
| NORGES BANK | History | No change | 736,619 | 51,165 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 778,596 | 50,803 | 0.01% | 0.0% | 17 | +301,622 | 63.24% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 724,076 | 47,245 | 0.04% | 0.08% | 18 | -754,460 | -51.03% | Q1 2026 | May 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 691,256 | 45,102 | 0.22% | 0.22% | 19 | +23,154 | 3.47% | Q1 2026 | Apr 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 663,765 | 43,310 | 0.01% | 0.01% | 20 | -76,509 | -10.34% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 612,893 | 39,991 | 0.01% | 0.01% | 21 | +11,927 | 1.98% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Reduced | 572,262 | 37,340 | 0.01% | 0.01% | 22 | -9,616 | -1.65% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 539,793 | 35,221 | 0.0% | 0.0% | 23 | +2,707 | 0.5% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 533,119 | 34,786 | 0.85% | 0.72% | 24 | -21,074 | -3.8% | Q1 2026 | Apr 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 524,052 | 34,194 | 0.01% | 0.01% | 25 | +7,957 | 1.54% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 520,151 | 33,939 | 0.01% | 0.01% | 26 | +268,008 | 106.29% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 517,610 | 33,774 | 0.05% | 0.04% | 27 | +148,619 | 40.28% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Added to | 496,733 | 32,411 | 0.1% | 0.09% | 28 | +25,865 | 5.49% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 454,923 | 29,683 | 0.01% | 0.01% | 29 | -7,104 | -1.54% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 402,267 | 26,247 | 0.01% | 0.01% | 30 | +9,629 | 2.45% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 377,500 | 26,221 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 365,985 | 23,880 | 0.01% | 0.0% | 32 | +322,828 | 748.03% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 357,710 | 23,340 | 0.0% | 0.0% | 33 | +181,306 | 102.78% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 346,626 | 22,617 | 0.01% | — | 34 | +346,626 | New | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 314,203 | 21,824 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 325,706 | 21,252 | 0.01% | 0.01% | 36 | +64,708 | 24.79% | Q1 2026 | May 04, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 289,108 | 18,864 | 1.09% | 1.12% | 37 | -6,893 | -2.33% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 280,639 | 18,311 | 0.03% | 0.0% | 38 | +274,493 | 4466.21% | Q1 2026 | May 01, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 272,963 | 17,810 | 0.07% | 0.05% | 39 | +81,352 | 42.46% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 268,588 | 17,522 | 0.0% | 0.0% | 40 | -100,067 | -27.14% | Q1 2026 | May 13, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Reduced | 259,140 | 16,908 | 0.38% | 0.39% | 41 | -7,752 | -2.9% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 226,271 | 14,765 | 0.01% | 0.01% | 42 | +30,449 | 15.55% | Q1 2026 | May 13, 2026 |
| EULAV Asset Management | History | Reduced | 223,100 | 14,557 | 0.47% | 0.49% | 43 | -39,000 | -14.88% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 221,632 | 14,461 | 0.0% | 0.0% | 44 | +1,908 | 0.87% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 215,753 | 14,077 | 0.0% | 0.0% | 45 | +89,833 | 71.34% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Added to | 199,229 | 12,999 | 0.0% | 0.0% | 46 | +2,234 | 1.13% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 192,096 | 12,534 | 0.01% | 0.01% | 47 | -13,522 | -6.58% | Q1 2026 | May 15, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 191,800 | 12,514 | 3.74% | 2.33% | 48 | +71,300 | 59.17% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 178,964 | 11,678 | 0.0% | 0.0% | 49 | -30,171 | -14.43% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 177,308 | 11,569 | 0.01% | 0.01% | 50 | +27,692 | 18.51% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 173,372 | 11,313 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 162,649 | 11,239 | 0.34% | 0.34% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 158,247 | 10,325 | 0.01% | 0.01% | 53 | +2,856 | 1.84% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Added to | 152,663 | 9,961 | 0.07% | 0.05% | 54 | +64,408 | 72.98% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 150,500 | 9,820 | 0.01% | 0.01% | 55 | -18,200 | -10.79% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 149,230 | 9,737 | 0.15% | 0.16% | 56 | +5,790 | 4.04% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 141,500 | 9,232 | 0.0% | 0.0% | 57 | -14,648 | -9.38% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 124,850 | 8,146 | 0.0% | 0.0% | 58 | -55,888 | -30.92% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 118,112 | 7,706 | 0.01% | 0.01% | 59 | +3,112 | 2.71% | Q1 2026 | May 15, 2026 |
| DF DENT & CO INC | History | Reduced | 114,920 | 7,498 | 0.14% | 0.12% | 60 | -4,263 | -3.58% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 107,655 | 7,024 | 0.03% | 0.05% | 61 | -5,230 | -4.63% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 105,353 | 6,874 | 0.03% | 0.03% | 62 | -3,214 | -2.96% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 104,358 | 6,809 | 0.0% | 0.0% | 63 | -32,905 | -23.97% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 103,643 | 6,762 | 0.03% | 0.02% | 64 | +19,433 | 23.08% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 103,277 | 6,738 | 0.08% | 0.06% | 65 | +27,115 | 35.6% | Q1 2026 | May 07, 2026 |
| Swiss National Bank | History | Reduced | 98,600 | 6,433 | 0.0% | 0.0% | 66 | -1,000 | -1.0% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 98,172 | 6,406 | 0.01% | 0.01% | 67 | +2,708 | 2.84% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 91,178 | 6,333 | 0.0% | 0.0% | 68 | -7,436 | -7.54% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Added to | 95,474 | 6,229 | 0.01% | 0.01% | 69 | +3,307 | 3.59% | Q1 2026 | Apr 24, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 90,820 | 5,926 | 0.12% | 0.11% | 70 | -405 | -0.44% | Q1 2026 | May 04, 2026 |
| Retirement Systems of Alabama | History | Added to | 90,759 | 5,922 | 0.02% | 0.02% | 71 | +1,286 | 1.44% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 88,000 | 5,742 | 0.01% | — | 72 | +88,000 | New | Q1 2026 | May 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 84,317 | 5,501 | 0.0% | 0.0% | 73 | -3,150 | -3.6% | Q1 2026 | May 06, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 76,194 | 4,971 | 0.31% | 0.85% | 74 | -130,027 | -63.05% | Q1 2026 | Apr 30, 2026 |
| Man Group plc | History | Reduced | 76,001 | 4,959 | 0.01% | 0.01% | 75 | -43,124 | -36.2% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 75,887 | 4,951 | 0.01% | 0.0% | 76 | +21,306 | 39.04% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 73,573 | 4,800 | 0.0% | 0.0% | 77 | +30,865 | 72.27% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 71,139 | 4,641 | 0.0% | 0.0% | 78 | -9,397 | -11.67% | Q1 2026 | May 08, 2026 |
| Vest Financial, LLC | History | Added to | 68,563 | 4,473 | 0.05% | 0.05% | 79 | +6,213 | 9.96% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Reduced | 66,300 | 4,326 | 0.0% | 0.0% | 80 | -19,823 | -23.02% | Q1 2026 | May 12, 2026 |
| LRT Capital Management, LLC | History | New | 60,882 | 3,972 | 3.71% | — | 81 | +60,882 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 60,432 | 3,943 | 0.0% | 0.0% | 82 | +12,655 | 26.49% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 58,082 | 3,789 | 0.0% | 0.0% | 83 | -2,510 | -4.14% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 57,739 | 3,768 | 0.0% | 0.0% | 84 | +10,214 | 21.49% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Added to | 54,055 | 3,527 | 0.01% | 0.0% | 85 | +23,255 | 75.5% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 52,961 | 3,455 | 0.0% | 0.0% | 86 | +6,761 | 14.63% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 52,687 | 3,437 | 0.06% | 0.01% | 87 | +46,863 | 804.65% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 51,086 | 3,333 | 0.0% | 0.0% | 88 | +3,008 | 6.26% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 50,790 | 3,314 | 0.02% | 0.02% | 89 | -1,091 | -2.1% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 49,705 | 3,243 | 0.01% | 0.01% | 90 | +11,532 | 30.21% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 46,690 | 3,047 | 0.25% | 0.0% | 91 | +46,600 | 51777.78% | Q1 2026 | Apr 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 45,371 | 2,960 | 0.0% | 0.0% | 92 | -2,935 | -6.08% | Q1 2026 | May 15, 2026 |
| Bridge City Capital, LLC | History | Reduced | 41,292 | 2,694 | 0.75% | 0.85% | 93 | -143 | -0.35% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 41,084 | 2,680 | 0.01% | 0.0% | 94 | +40,824 | 15701.54% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 40,717 | 2,656 | 0.0% | 0.0% | 95 | -200,403 | -83.11% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 39,709 | 2,591 | 0.0% | — | 96 | +39,709 | New | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 38,791 | 2,531 | 0.01% | 0.01% | 97 | +1,866 | 5.05% | Q1 2026 | Apr 22, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 38,392 | 2,505 | 0.01% | 0.01% | 98 | -1,580 | -3.95% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 37,156 | 2,424 | 0.0% | 0.0% | 99 | +5,229 | 16.38% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 36,883 | 2,406 | 0.0% | 0.0% | 100 | +10,672 | 40.72% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,614 | 2,389 | 0.0% | 0.0% | 101 | +19,528 | 114.29% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Added to | 36,123 | 2,357 | 0.24% | 0.06% | 102 | +28,579 | 378.83% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 34,365 | 2,242 | 0.0% | 0.0% | 103 | -2,245 | -6.13% | Q1 2026 | Apr 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 33,602 | 2,192 | 0.02% | 0.03% | 104 | +4,162 | 14.14% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 32,095 | 2,094 | 0.01% | 0.01% | 105 | +727 | 2.32% | Q1 2026 | May 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 31,682 | 2,066 | 0.0% | — | 106 | +31,682 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 31,008 | 2,023 | 0.0% | 0.0% | 107 | +2,706 | 9.56% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 29,928 | 1,952 | 0.0% | 0.0% | 108 | -6,061 | -16.84% | Q1 2026 | Apr 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 29,616 | 1,932 | 0.0% | 0.0% | 109 | -21,810 | -42.41% | Q1 2026 | May 06, 2026 |
| Voleon Capital Management LP | History | Reduced | 28,982 | 1,891 | 0.04% | 0.07% | 110 | -16,468 | -36.23% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 28,806 | 1,879 | 0.01% | — | 111 | +28,806 | New | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 28,559 | 1,863 | 0.01% | 0.0% | 113 | +12,513 | 77.98% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 28,546 | 1,863 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,240 | 1,842 | 0.0% | 0.0% | 114 | +17,911 | 173.4% | Q1 2026 | May 14, 2026 |
| MIROVA | History | Added to | 27,160 | 1,772 | 0.07% | 0.24% | 115 | +2,994 | 12.39% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 27,071 | 1,766 | 0.0% | 0.0% | 116 | +9,970 | 58.3% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 26,713 | 1,743 | 0.02% | 0.02% | 117 | +3,329 | 14.24% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 25,878 | 1,688 | 0.03% | 0.05% | 118 | -4,293 | -14.23% | Q1 2026 | Apr 27, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 24,375 | 1,590 | 0.01% | 0.0% | 119 | +13,430 | 122.7% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 23,829 | 1,554 | 0.07% | 0.07% | 120 | -946 | -3.82% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 23,745 | 1,547 | 0.0% | 0.0% | 121 | +16,830 | 243.38% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 22,117 | 1,536 | 0.09% | 0.09% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 22,868 | 1,492 | 0.02% | 0.03% | 123 | -355 | -1.53% | Q1 2026 | May 18, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 22,572 | 1,472 | 0.0% | 0.01% | 124 | -77,827 | -77.52% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 22,201 | 1,447 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AMALGAMATED BANK | History | Added to | 21,597 | 1,409 | 0.01% | 0.01% | 126 | +560 | 2.66% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 21,262 | 1,387 | 0.0% | 0.0% | 127 | +15,508 | 269.52% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 21,215 | 1,384 | 0.0% | 0.01% | 128 | -30,900 | -59.29% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 20,706 | 1,351 | 0.02% | 0.01% | 129 | +3,439 | 19.92% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 20,578 | 1,342 | 0.01% | 0.01% | 130 | -2,835 | -12.11% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 19,795 | 1,291 | 0.0% | — | 131 | +19,795 | New | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,329 | 1,261 | 0.01% | 0.01% | 132 | +1,839 | 10.51% | Q1 2026 | May 05, 2026 |
| WINTON GROUP Ltd | History | Added to | 19,249 | 1,255 | 0.04% | 0.01% | 133 | +14,053 | 270.46% | Q1 2026 | May 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 18,900 | 1,233 | 0.0% | — | 134 | +18,900 | New | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 18,499 | 1,207 | 0.01% | 0.02% | 135 | -521 | -2.74% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 17,541 | 1,148 | 0.01% | 0.01% | 136 | -261 | -1.47% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 17,346 | 1,131 | 0.01% | 0.01% | 137 | -3,504 | -16.81% | Q1 2026 | May 14, 2026 |
| PineStone Asset Management Inc. | History | Reduced | 16,994 | 1,108 | 0.01% | 0.06% | 138 | -122,500 | -87.82% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,920 | 1,104 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Squarepoint Ops LLC | History | Added to | 16,871 | 1,100 | 0.0% | 0.0% | 140 | +9,977 | 144.72% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 16,400 | 1,070 | 0.0% | 0.0% | 141 | +3,500 | 27.13% | Q1 2026 | Apr 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 15,620 | 1,019 | 0.06% | 0.12% | 142 | -21,677 | -58.12% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 15,544 | 1,014 | 0.06% | 0.1% | 143 | -1,991 | -11.35% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 15,361 | 1,002 | 0.01% | 0.0% | 144 | +9,427 | 158.86% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 14,948 | 975 | 0.0% | 0.0% | 145 | +4,221 | 39.35% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,713 | 960 | 0.01% | 0.01% | 146 | -912 | -5.84% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,601 | 952 | 0.0% | 0.0% | 147 | +9,216 | 171.14% | Q1 2026 | May 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 14,500 | 946 | 0.02% | 0.02% | 148 | +700 | 5.07% | Q1 2026 | Apr 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,409 | 940 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,111 | 939 | 0.0% | 0.0% | 150 | +5,335 | 60.79% | Q1 2026 | Apr 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 14,158 | 923 | 0.01% | — | 151 | +14,158 | New | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 13,703 | 894 | 0.01% | 0.01% | 152 | -327 | -2.33% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,470 | 878 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 13,286 | 866 | 0.0% | 0.0% | 154 | -4,181 | -23.94% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 13,233 | 863 | 0.03% | 0.03% | 155 | -159 | -1.19% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 13,218 | 862 | 0.0% | 0.0% | 156 | +2,703 | 25.71% | Q1 2026 | May 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 12,950 | 844 | 0.0% | — | 157 | +12,950 | New | Q1 2026 | May 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 12,673 | 826 | 0.01% | — | 158 | +12,673 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 12,499 | 815 | 0.0% | 0.0% | 159 | +15 | 0.12% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 12,231 | 798 | 0.0% | 0.0% | 160 | +1,522 | 14.21% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 12,011 | 783 | 0.01% | 0.01% | 162 | -7,251 | -37.64% | Q1 2026 | May 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 12,000 | 783 | 0.0% | 0.0% | 161 | +200 | 1.69% | Q1 2026 | May 04, 2026 |
| Freestone Grove Partners LP | History | New | 11,925 | 778 | 0.01% | — | 163 | +11,925 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,577 | 755 | 0.0% | 0.0% | 164 | -13,371 | -53.6% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,550 | 753 | 0.0% | 0.0% | 165 | +6,387 | 123.71% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | New | 11,540 | 752 | 0.0% | — | 166 | +11,540 | New | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 11,418 | 742 | 0.03% | — | 167 | +11,418 | New | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,366 | 741 | 0.01% | 0.02% | 168 | -1,227 | -9.74% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 11,337 | 740 | 0.0% | 0.0% | 169 | +6 | 0.05% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 11,176 | 729 | 0.01% | 0.01% | 170 | +14 | 0.13% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 11,100 | 724 | 0.0% | 0.0% | 171 | -7,400 | -40.0% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,343 | 718 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,804 | 704 | 0.0% | 0.0% | 173 | +7,435 | 220.69% | Q1 2026 | May 11, 2026 |
| EntryPoint Capital, LLC | History | New | 10,705 | 698 | 0.2% | — | 174 | +10,705 | New | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 10,607 | 692 | 0.0% | 0.0% | 175 | +2,162 | 25.6% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 10,515 | 686 | 0.01% | 0.02% | 176 | -566 | -5.11% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 10,360 | 675 | 0.11% | 0.09% | 177 | +4,749 | 84.64% | Q1 2026 | May 15, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,300 | 672 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,225 | 667 | 0.01% | 0.01% | 179 | +300 | 3.02% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 9,945 | 648 | 0.0% | 0.0% | 180 | -1,554 | -13.51% | Q1 2026 | May 08, 2026 |
| Gallacher Capital Management LLC | History | New | 9,910 | 646 | 0.25% | — | 181 | +9,910 | New | Q1 2026 | May 05, 2026 |
| Jefferies Financial Group Inc. | History | New | 9,763 | 637 | 0.0% | — | 182 | +9,763 | New | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 9,501 | 619 | 0.01% | 0.01% | 183 | +2,253 | 31.08% | Q1 2026 | Apr 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 9,406 | 613 | 0.0% | — | 184 | +9,406 | New | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 9,368 | 611 | 0.05% | 0.05% | 185 | -240 | -2.5% | Q1 2026 | May 07, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 9,147 | 596 | 0.24% | 0.25% | 186 | +593 | 6.93% | Q1 2026 | Apr 24, 2026 |
| Callan Family Office, LLC | History | Added to | 8,984 | 586 | 0.01% | 0.01% | 187 | +487 | 5.73% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,716 | 568 | 0.0% | 0.0% | 188 | -435 | -4.75% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 8,628 | 562 | 0.0% | 0.0% | 189 | +4,885 | 130.51% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | Reduced | 8,478 | 553 | 0.01% | 0.11% | 190 | -75,066 | -89.85% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,159 | 532 | 0.0% | 0.0% | 191 | -501 | -5.79% | Q1 2026 | May 08, 2026 |
| Magnetar Financial LLC | History | Added to | 8,018 | 523 | 0.01% | 0.0% | 192 | +4,269 | 113.87% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 8,004 | 522 | 0.0% | 0.0% | 193 | -47 | -0.58% | Q1 2026 | Apr 22, 2026 |
| Jump Financial, LLC | History | Reduced | 7,984 | 520 | 0.01% | 0.01% | 194 | -1,316 | -14.15% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Added to | 7,896 | 515 | 0.04% | 0.04% | 195 | +1,187 | 17.69% | Q1 2026 | Apr 23, 2026 |
| SUMMITRY LLC | History | Added to | 7,806 | 509 | 0.02% | 0.02% | 196 | +725 | 10.24% | Q1 2026 | May 22, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,796 | 508 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,431 | 484 | 0.0% | 0.01% | 198 | -5,727 | -43.52% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,163 | 467 | 0.0% | 0.0% | 199 | +331 | 4.84% | Q1 2026 | May 13, 2026 |
| XPONANCE LLC | History | Added to | 7,100 | 463 | 0.0% | 0.0% | 200 | +989 | 16.18% | Q1 2026 | May 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 7,000 | 456 | 0.05% | 0.06% | 201 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 5,952 | 442 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | No change | 6,547 | 427 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AVIVA PLC | History | Reduced | 6,494 | 423 | 0.0% | 0.0% | 204 | -287 | -4.23% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,430 | 419 | 0.0% | — | 205 | +6,430 | New | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 6,294 | 410 | 0.0% | 0.0% | 206 | -5,179 | -45.14% | Q1 2026 | Apr 30, 2026 |
| Gibbs Wealth Management | History | Added to | 6,020 | 392 | 0.05% | 0.09% | 207 | +965 | 19.09% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | New | 5,902 | 385 | 0.05% | — | 208 | +5,902 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 5,841 | 381 | 0.04% | 0.07% | 209 | -1,730 | -22.85% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 5,812 | 379 | 0.0% | 0.0% | 210 | +960 | 19.79% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | New | 5,788 | 377 | 0.0% | — | 212 | +5,788 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,778 | 377 | 0.0% | 0.0% | 211 | -131 | -2.22% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 5,408 | 352 | 0.0% | — | 213 | +5,408 | New | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 5,160 | 336 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 5,099 | 332 | 0.01% | 0.01% | 215 | -1,482 | -22.52% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,030 | 328 | 0.0% | 0.0% | 216 | +774 | 18.19% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Added to | 5,013 | 327 | 0.03% | 0.02% | 217 | +545 | 12.2% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,942 | 322 | 0.0% | 0.0% | 218 | -534 | -9.75% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 4,916 | 320 | 0.03% | 0.03% | 219 | +457 | 10.25% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 4,876 | 318 | 0.0% | — | 220 | +4,876 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 4,816 | 314 | 0.0% | — | 221 | +4,816 | New | Q1 2026 | Apr 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 4,806 | 313 | 0.0% | 0.0% | 222 | +216 | 4.71% | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | New | 4,667 | 304 | 0.06% | — | 224 | +4,667 | New | Q1 2026 | May 12, 2026 |
| BetterWealth, LLC | History | No change | 4,666 | 304 | 0.06% | 0.07% | 223 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,564 | 297 | 0.01% | 0.01% | 225 | +1,196 | 35.51% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,437 | 289 | 0.0% | 0.0% | 226 | +118 | 2.73% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,374 | 285 | 0.01% | 0.0% | 227 | +1,458 | 50.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 4,260 | 278 | 0.01% | 0.02% | 228 | -4,405 | -50.84% | Q1 2026 | May 14, 2026 |
| PDT Partners, LLC | History | No change | 4,231 | 276 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 4,220 | 275 | 0.0% | 0.03% | 230 | -35,530 | -89.38% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 4,091 | 266 | 0.0% | 0.0% | 231 | -1,039 | -20.25% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,801 | 264 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 3,945 | 257 | 0.09% | 0.13% | 233 | -1,539 | -28.06% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 3,943 | 257 | 0.0% | 0.0% | 234 | +508 | 14.79% | Q1 2026 | May 13, 2026 |
| Impact Capital Partners LLC | History | Reduced | 3,889 | 253 | 0.08% | 0.09% | 235 | -495 | -11.29% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,858 | 251 | 0.0% | 0.0% | 236 | -1,894 | -32.93% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,834 | 250 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Investment Counsel, Inc | History | No change | 3,725 | 243 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Certified Advisory Corp | History | Reduced | 3,700 | 241 | 0.02% | 0.03% | 239 | -1,023 | -21.66% | Q1 2026 | Apr 17, 2026 |
| Caprock Group, LLC | History | Reduced | 3,680 | 240 | 0.01% | 0.01% | 240 | -88 | -2.34% | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,626 | 236 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,604 | 235 | 0.0% | 0.0% | 242 | -44 | -1.21% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 3,365 | 233 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,566 | 232 | 0.0% | 0.0% | 244 | -1,319 | -27.0% | Q1 2026 | Apr 29, 2026 |
| LVW Advisors, LLC | History | Reduced | 3,418 | 223 | 0.02% | 0.02% | 245 | -127 | -3.58% | Q1 2026 | Apr 20, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 3,390 | 221 | 0.02% | 0.03% | 246 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 3,344 | 218 | 0.0% | — | 247 | +3,344 | New | Q1 2026 | May 14, 2026 |
| MQS Management LLC | History | New | 3,290 | 214 | 0.14% | — | 248 | +3,290 | New | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | New | 3,239 | 211 | 0.0% | — | 249 | +3,239 | New | Q1 2026 | Apr 15, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 3,230 | 210 | 0.01% | — | 250 | +3,230 | New | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | New | 3,214 | 209 | 0.0% | — | 251 | +3,214 | New | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,201 | 208 | 0.0% | — | 253 | +3,201 | New | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 3,191 | 208 | 0.02% | — | 252 | +3,191 | New | Q1 2026 | May 12, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 3,150 | 205 | 0.02% | — | 254 | +3,150 | New | Q1 2026 | Apr 30, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 3,113 | 203 | 0.03% | 0.04% | 255 | -1,298 | -29.43% | Q1 2026 | Apr 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 2,853 | 186 | 0.01% | 0.01% | 256 | -688 | -19.43% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | Added to | 2,849 | 185 | 0.04% | 0.04% | 257 | +476 | 20.06% | Q1 2026 | Apr 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,797 | 182 | 0.0% | 0.0% | 258 | -543 | -16.26% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,663 | 173 | 0.01% | 0.01% | 259 | +13 | 0.49% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,293 | 149 | 0.01% | 0.0% | 260 | +1,717 | 298.09% | Q1 2026 | Apr 06, 2026 |
| Redwood Park Advisors LLC | History | Added to | 2,265 | 147 | 0.1% | 0.11% | 261 | +2 | 0.09% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,972 | 136 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,042 | 133 | 0.0% | 0.0% | 263 | -206 | -9.16% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,006 | 130 | 0.01% | 0.01% | 264 | +513 | 34.36% | Q1 2026 | May 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 1,918 | 125 | 0.0% | 0.0% | 265 | -1,897 | -49.72% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 1,745 | 114 | 0.08% | 0.1% | 266 | -926 | -34.67% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,488 | 95 | 0.0% | 0.0% | 267 | +1,401 | 1610.34% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,463 | 95 | 0.0% | 0.0% | 268 | -126 | -7.93% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 1,439 | 94 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,433 | 93 | 0.0% | 0.0% | 270 | -23 | -1.58% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | New | 1,307 | 85 | 0.0% | — | 271 | +1,307 | New | Q1 2026 | Apr 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,256 | 82 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,226 | 79 | 0.01% | 0.01% | 273 | +182 | 17.43% | Q1 2026 | Apr 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,206 | 78 | 0.0% | 0.0% | 274 | +854 | 242.61% | Q1 2026 | May 07, 2026 |
| Quantbot Technologies LP | History | New | 1,195 | 77 | 0.0% | — | 275 | +1,195 | New | Q1 2026 | May 13, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,131 | 74 | 0.02% | — | 276 | +1,131 | New | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | Added to | 1,109 | 72 | 0.01% | 0.01% | 277 | +2 | 0.18% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 924 | 60 | 0.0% | 0.0% | 278 | +455 | 97.01% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 900 | 58 | 0.0% | 0.0% | 279 | -1,100 | -55.0% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 889 | 58 | 0.0% | 0.0% | 280 | -210 | -19.11% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 731 | 47 | 0.0% | 0.0% | 282 | +265 | 56.87% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 717 | 47 | 0.0% | 0.0% | 281 | +194 | 37.09% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 701 | 46 | 0.0% | 0.0% | 283 | -206 | -22.71% | Q1 2026 | May 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 713 | 46 | 0.01% | 0.01% | 284 | -171 | -19.34% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 622 | 40 | 0.0% | 0.0% | 286 | +102 | 19.62% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 622 | 40 | 0.0% | 0.0% | 285 | -14 | -2.2% | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | No change | 589 | 38 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Park Place Capital Corp | History | Added to | 522 | 34 | 0.01% | 0.01% | 288 | +120 | 29.85% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 503 | 32 | 0.0% | 0.0% | 289 | -599 | -54.36% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 481 | 31 | 0.0% | 0.0% | 290 | +372 | 341.28% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 485 | 31 | 0.0% | 0.0% | 291 | +254 | 109.96% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 450 | 29 | 0.0% | 0.0% | 293 | +383 | 571.64% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 449 | 29 | 0.0% | 0.0% | 292 | -55 | -10.91% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 432 | 28 | 0.0% | 0.0% | 294 | -263 | -37.84% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 405 | 28 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 424 | 27 | 0.0% | 0.0% | 296 | -480 | -53.1% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 385 | 25 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 377 | 24 | 0.0% | 0.0% | 298 | +305 | 423.61% | Q1 2026 | Apr 17, 2026 |
| Essential Partners LLC | History | Added to | 365 | 23 | 0.01% | 0.01% | 299 | +15 | 4.29% | Q1 2026 | May 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 340 | 22 | 0.0% | 0.0% | 300 | +71 | 26.39% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 330 | 21 | 0.0% | 0.0% | 302 | +196 | 146.27% | Q1 2026 | Apr 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 324 | 21 | 0.0% | 0.0% | 301 | -6 | -1.82% | Q1 2026 | Apr 22, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 268 | 17 | 0.0% | 0.0% | 303 | +182 | 211.63% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 260 | 16 | 0.0% | 0.0% | 304 | -427 | -62.15% | Q1 2026 | Apr 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 235 | 15 | 0.0% | 0.0% | 305 | -119 | -33.62% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 225 | 14 | 0.0% | 0.0% | 306 | -2 | -0.88% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | New | 191 | 12 | 0.0% | — | 308 | +191 | New | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 195 | 12 | 0.0% | 0.0% | 307 | -96 | -32.99% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 179 | 11 | 0.0% | — | 309 | +179 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 163 | 10 | 0.0% | 0.0% | 310 | +67 | 69.79% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 138 | 9 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 127 | 8 | 0.0% | — | 313 | +127 | New | Q1 2026 | May 11, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 129 | 8 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 121 | 7 | 0.0% | — | 315 | +121 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 120 | 7 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 103 | 6 | 0.0% | 0.0% | 318 | +55 | 114.58% | Q1 2026 | Apr 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 105 | 6 | 0.0% | 0.0% | 316 | +50 | 90.91% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Added to | 92 | 6 | 0.0% | 0.0% | 317 | +30 | 48.39% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 89 | 5 | 0.0% | 0.0% | 319 | -130 | -59.36% | Q1 2026 | Apr 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 82 | 5 | 0.0% | — | 321 | +82 | New | Q1 2026 | May 13, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 77 | 5 | 0.0% | 0.0% | 320 | +23 | 42.59% | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 63 | 4 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | Added to | 52 | 3 | 0.0% | 0.0% | 324 | +31 | 147.62% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 47 | 3 | 0.0% | 0.0% | 323 | +12 | 34.29% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 44 | 2 | 0.0% | 0.0% | 331 | -61 | -58.1% | Q1 2026 | Apr 23, 2026 |
| CVA Family Office, LLC | History | New | 43 | 2 | 0.0% | — | 336 | +43 | New | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | New | 37 | 2 | 0.0% | — | 335 | +37 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 36 | 2 | 0.0% | — | 328 | +34 | 1700.0% | Q1 2026 | May 12, 2026 |
| Grove Bank & Trust | History | New | 34 | 2 | 0.0% | — | 334 | +34 | New | Q1 2026 | Apr 08, 2026 |
| Activest Wealth Management | History | New | 33 | 2 | 0.0% | — | 337 | +33 | New | Q1 2026 | Apr 15, 2026 |
| Kilter Group LLC | History | Reduced | 40 | 2 | 0.0% | 0.0% | 333 | -18 | -31.03% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Reduced | 33 | 2 | 0.0% | 0.0% | 326 | -15 | -31.25% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Added to | 44 | 2 | 0.0% | 0.0% | 329 | +11 | 33.33% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 44 | 2 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sachetta, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | New | 27 | 1 | 0.0% | — | 348 | +27 | New | Q1 2026 | Apr 17, 2026 |
| Fortitude Family Office, LLC | History | Added to | 26 | 1 | 0.0% | — | 346 | +21 | 420.0% | Q1 2026 | Apr 15, 2026 |
| Raleigh Capital Management Inc. | History | New | 21 | 1 | 0.0% | — | 349 | +21 | New | Q1 2026 | Apr 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 17 | 1 | 0.0% | — | 345 | +14 | 466.67% | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | Added to | 18 | 1 | 0.0% | — | 342 | +9 | 100.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 12 | 1 | 0.0% | 0.0% | 341 | -6 | -33.33% | Q1 2026 | Apr 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 347 | -4 | -15.38% | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 340 | -3 | -12.5% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 27 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 18 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -520,453 | -100.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -112,873 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -95,300 | -100.0% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -67,416 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.14% | — | -42,823 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -42,002 | -100.0% | Q1 2026 | May 18, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -20,100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.09% | — | -18,771 | -100.0% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.21% | — | -8,498 | -100.0% | Q1 2026 | May 13, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,763 | -100.0% | Q1 2026 | May 06, 2026 |
| SP Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,941 | -100.0% | Q1 2026 | May 06, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,326 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,091 | -100.0% | Q1 2026 | May 15, 2026 |
| SATURNA CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,728 | -100.0% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,668 | -100.0% | Q1 2026 | May 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,595 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Hardy Reed LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,543 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.11% | — | -3,355 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,174 | -100.0% | Q1 2026 | May 13, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -3,144 | -100.0% | Q1 2026 | May 13, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,075 | -100.0% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,974 | -100.0% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,880 | -100.0% | Q1 2026 | May 13, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -1,648 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,128 | -100.0% | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -702 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -555 | -100.0% | Q1 2026 | May 01, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -484 | -100.0% | Q1 2026 | May 19, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -263 | -100.0% | Q1 2026 | May 13, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | Reduced | 7 | 0 | — | 0.0% | — | -35 | -83.33% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 05, 2026 |
| Bare Financial Services, Inc | History | Reduced | 7 | 0 | — | 0.0% | — | -23 | -76.67% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -14 | -66.67% | Q1 2026 | Apr 28, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -8 | -42.11% | Q1 2026 | May 14, 2026 |
| Investors Portfolio Services LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Reduced | 14 | 0 | — | 0.0% | — | -7 | -33.33% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 04, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 6 | 0 | — | — | — | -3 | -33.33% | Q1 2026 | Apr 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 14 | 0 | — | 0.0% | — | -3 | -17.65% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 7 | 0 | — | — | — | -3 | -30.0% | Q1 2026 | May 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |