FB Financial Corp - FBK
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 | Added to | 6,121,353 | 317,943 | 0.01% | 0.01% | 1 | +129,052 | 2.15% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 3,866,721 | 200,838 | 0.14% | 0.06% | 2 | +2,857,371 | 283.09% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,018,224 | 168,416 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 2,266,005 | 117,696 | 0.0% | 0.0% | 4 | +58,933 | 2.67% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,000,484 | 103,905 | 0.02% | 0.02% | 5 | +28,023 | 1.42% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,884,390 | 97,875 | 0.0% | — | 6 | +1,884,390 | New | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 1,261,519 | 65,523 | 0.48% | 0.56% | 7 | +16,837 | 1.35% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,129,100 | 58,645 | 0.01% | 0.02% | 8 | -600,522 | -34.72% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,040,742 | 54,064 | 0.0% | 0.0% | 9 | +65,445 | 6.71% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 1,036,393 | 53,830 | 1.02% | 1.01% | 10 | +89,465 | 9.45% | Q1 2026 | Apr 24, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 912,604 | 47,400 | 0.06% | 0.07% | 11 | -62,111 | -6.37% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 789,869 | 41,025 | 0.0% | — | 12 | +789,869 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 753,265 | 39,124 | 0.0% | 0.0% | 13 | +1,172 | 0.16% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 720,893 | 37,443 | 0.12% | 0.08% | 14 | +237,693 | 49.19% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 668,317 | 34,712 | 0.0% | 0.0% | 15 | +73,416 | 12.34% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 655,169 | 34,029 | 0.35% | 0.38% | 16 | +20,292 | 3.2% | Q1 2026 | May 15, 2026 |
| Davis Asset Management, L.P. | History | No change | 619,236 | 32,163 | 0.93% | 1.24% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 503,479 | 26,150 | 0.0% | 0.0% | 18 | +69,026 | 15.89% | Q1 2026 | May 15, 2026 |
| North Reef Capital Management LP | History | Reduced | 500,000 | 25,970 | 0.89% | 2.0% | 19 | -392,685 | -43.99% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 498,814 | 25,908 | 0.0% | 0.0% | 20 | -56,276 | -10.14% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 494,277 | 25,672 | 0.01% | 0.01% | 21 | +95,703 | 24.01% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 489,240 | 25,411 | 0.0% | 0.0% | 22 | +8,743 | 1.82% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 441,582 | 22,935 | 0.0% | 0.0% | 23 | +14,771 | 3.46% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 422,693 | 21,954 | 0.04% | 0.04% | 24 | +24,210 | 6.08% | Q1 2026 | May 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 385,498 | 20,023 | 0.01% | 0.01% | 25 | -51,371 | -11.76% | Q1 2026 | May 18, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 359,618 | 18,678 | 0.92% | 1.04% | 26 | -9,903 | -2.68% | Q1 2026 | Apr 17, 2026 |
| GW&K Investment Management, LLC | History | Added to | 351,181 | 18,240 | 0.16% | 0.14% | 27 | +60,687 | 20.89% | Q1 2026 | May 13, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 343,690 | 17,851 | 1.33% | 1.32% | 28 | -2,283 | -0.66% | Q1 2026 | May 05, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 319,597 | 16,617 | 1.29% | 1.22% | 29 | +45,342 | 16.53% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 308,014 | 15,998 | 0.0% | 0.0% | 30 | -4,403 | -1.41% | Q1 2026 | May 05, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 295,360 | 15,340 | 0.06% | 0.08% | 31 | -19,072 | -6.07% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 293,137 | 15,225 | 0.02% | 0.02% | 32 | +26,617 | 9.99% | Q1 2026 | May 06, 2026 |
| Tributary Capital Management, LLC | History | New | 277,308 | 14,403 | 1.4% | — | 33 | +277,308 | New | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 277,245 | 14,400 | 0.01% | 0.01% | 34 | +203,768 | 277.32% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 274,832 | 14,274 | 0.0% | 0.0% | 35 | +13,906 | 5.33% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 266,466 | 13,840 | 0.0% | — | 36 | +266,466 | New | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 256,694 | 13,332 | 0.0% | 0.0% | 37 | +46,523 | 22.14% | Q1 2026 | May 04, 2026 |
| 12th Street Asset Management Company, LLC | History | Added to | 247,040 | 12,831 | 2.1% | 2.26% | 38 | +769 | 0.31% | Q1 2026 | May 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 205,899 | 10,609 | 0.01% | 0.01% | 39 | -111,382 | -35.11% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 201,611 | 10,471 | 0.01% | 0.01% | 40 | +19,933 | 10.97% | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 196,343 | 10,198 | 0.01% | 0.01% | 41 | +3,935 | 2.05% | Q1 2026 | May 04, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 187,481 | 9,737 | 0.5% | 0.56% | 42 | -30 | -0.02% | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | Added to | 182,822 | 9,495 | 0.0% | 0.0% | 43 | +3,847 | 2.15% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 165,641 | 8,603 | 0.01% | 0.01% | 44 | +46,006 | 38.46% | Q1 2026 | May 13, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 162,100 | 8,419 | 0.25% | 0.32% | 45 | +2,900 | 1.82% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 151,015 | 7,843 | 0.0% | 0.0% | 46 | -39,395 | -20.69% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 145,971 | 7,581 | 0.01% | 0.02% | 47 | -82,257 | -36.04% | Q1 2026 | May 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 144,406 | 7,500 | 0.02% | 0.03% | 48 | +4,768 | 3.41% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 126,972 | 7,085 | 0.0% | 0.0% | 49 | -27,386 | -17.74% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 134,150 | 6,967 | 3.62% | 4.7% | 50 | -26,797 | -16.65% | Q1 2026 | Apr 21, 2026 |
| UBS Group AG | History | Reduced | 127,384 | 6,616 | 0.0% | 0.0% | 51 | -98,062 | -43.5% | Q1 2026 | May 05, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Reduced | 115,000 | 5,973 | 2.32% | 1.98% | 52 | -5,000 | -4.17% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Reduced | 115,007 | 5,973 | 0.11% | 0.12% | 53 | -5,000 | -4.17% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 113,300 | 5,884 | 0.02% | 0.02% | 54 | -5,700 | -4.79% | Q1 2026 | Apr 24, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 112,188 | 5,827 | 0.0% | 0.0% | 55 | +3,328 | 3.06% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 112,121 | 5,823 | 0.0% | 0.0% | 56 | +6,344 | 6.0% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 110,059 | 5,716 | 0.0% | 0.0% | 57 | -1,435 | -1.29% | Q1 2026 | May 15, 2026 |
| Stieven Capital Advisors, L.P. | History | Reduced | 107,116 | 5,563 | 1.19% | 1.11% | 58 | -300 | -0.28% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 105,126 | 5,460 | 0.01% | 0.01% | 59 | -4,046 | -3.71% | Q1 2026 | May 12, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 93,687 | 5,227 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 97,959 | 5,087 | 0.14% | 0.14% | 61 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 97,725 | 5,075 | 0.0% | 0.0% | 62 | -26,083 | -21.07% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 95,130 | 4,941 | 0.02% | 0.02% | 63 | -25,741 | -21.3% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 91,300 | 4,742 | 0.0% | 0.0% | 64 | -6,738 | -6.87% | Q1 2026 | May 08, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 91,277 | 4,740 | 0.18% | 0.19% | 65 | -21,811 | -19.29% | Q1 2026 | Apr 23, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 88,949 | 4,620 | 0.02% | 0.02% | 66 | +6,662 | 8.1% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 84,383 | 4,382 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 82,618 | 4,257 | 0.0% | 0.0% | 68 | -28,623 | -25.73% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 65,009 | 3,376 | 0.0% | 0.0% | 69 | +1,415 | 2.23% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 61,310 | 3,184 | 0.01% | 0.01% | 70 | +10 | 0.02% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 59,657 | 3,098 | 0.0% | 0.0% | 71 | +43,756 | 275.18% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 57,752 | 2,999 | 0.0% | 0.0% | 72 | -90,472 | -61.04% | Q1 2026 | May 15, 2026 |
| Private Capital Management, LLC | History | Reduced | 57,088 | 2,965 | 0.3% | 0.57% | 73 | -55,076 | -49.1% | Q1 2026 | May 15, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 55,694 | 2,892 | 1.36% | 1.34% | 74 | -3,000 | -5.11% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 51,870 | 2,694 | 0.0% | 0.0% | 75 | +26,135 | 101.55% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 51,440 | 2,671 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 50,987 | 2,648 | 0.02% | 0.03% | 77 | -24,986 | -32.89% | Q1 2026 | May 15, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | No change | 50,000 | 2,597 | 1.55% | 1.55% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,820 | 2,588 | 0.0% | 0.0% | 79 | +10,337 | 26.18% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 49,736 | 2,583 | 0.0% | 0.0% | 80 | +4,077 | 8.93% | Q1 2026 | May 12, 2026 |
| KBC Group NV | History | Added to | 49,251 | 2,558 | 0.01% | 0.0% | 81 | +47,912 | 3578.19% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 44,401 | 2,306 | 0.01% | 0.01% | 82 | -2,874 | -6.08% | Q1 2026 | Jun 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 44,318 | 2,301 | 0.0% | 0.0% | 83 | +3,396 | 8.3% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 43,461 | 2,257 | 0.0% | 0.0% | 84 | -9,691 | -18.23% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 42,286 | 2,196 | 0.0% | 0.0% | 85 | +4,370 | 11.53% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 41,099 | 2,134 | 0.02% | 0.03% | 86 | +1,107 | 2.77% | Q1 2026 | May 05, 2026 |
| Harbor Advisors LLC | History | No change | 40,799 | 2,119 | 0.31% | 0.34% | 87 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 40,772 | 2,117 | 0.0% | 0.0% | 88 | -576 | -1.39% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 40,465 | 2,101 | 0.04% | — | 89 | +40,465 | New | Q1 2026 | May 15, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 38,433 | 1,996 | 1.95% | 1.99% | 90 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Reduced | 38,286 | 1,988 | 0.0% | 0.0% | 91 | -55,969 | -59.38% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,227 | 1,985 | 0.0% | 0.0% | 92 | +4,027 | 11.77% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 37,946 | 1,970 | 0.0% | 0.0% | 93 | -21,475 | -36.14% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 36,920 | 1,917 | 0.0% | 0.0% | 94 | +11,102 | 43.0% | Q1 2026 | May 06, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 36,672 | 1,904 | 0.06% | 0.05% | 95 | +6,538 | 21.7% | Q1 2026 | May 14, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 35,496 | 1,843 | 0.34% | 1.47% | 96 | -98,000 | -73.41% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 33,813 | 1,756 | 0.01% | 0.01% | 97 | -13,849 | -29.06% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 32,917 | 1,709 | 0.0% | 0.0% | 98 | -3,621 | -9.91% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 32,119 | 1,669 | 0.0% | 0.0% | 99 | -1,468 | -4.37% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 31,846 | 1,654 | 0.0% | 0.0% | 100 | -3,859 | -10.81% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 31,078 | 1,614 | 0.0% | 0.0% | 101 | +7,276 | 30.57% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 29,417 | 1,527 | 0.06% | — | 102 | +29,417 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 28,828 | 1,497 | 0.0% | 0.0% | 103 | -2,788 | -8.82% | Q1 2026 | May 14, 2026 |
| ALBERT D MASON INC | History | Added to | 27,960 | 1,452 | 0.94% | 1.02% | 104 | +258 | 0.93% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,800 | 1,443 | 0.0% | 0.0% | 105 | +11,486 | 70.41% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 27,476 | 1,427 | 0.0% | — | 106 | +27,476 | New | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 26,944 | 1,399 | 0.0% | 0.0% | 107 | -790 | -2.85% | Q1 2026 | May 01, 2026 |
| Squarepoint Ops LLC | History | New | 26,305 | 1,366 | 0.0% | — | 108 | +26,305 | New | Q1 2026 | May 15, 2026 |
| QSV Equity Investors LLC | History | No change | 23,395 | 1,305 | 1.93% | 1.93% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 24,159 | 1,254 | 0.01% | 0.01% | 110 | +700 | 2.98% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 21,842 | 1,133 | 0.01% | 0.01% | 111 | -641 | -2.85% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 21,786 | 1,131 | 0.01% | 0.02% | 112 | +64 | 0.29% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 21,425 | 1,112 | 0.0% | 0.0% | 113 | +21,086 | 6220.06% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,900 | 1,085 | 0.0% | 0.0% | 114 | -62,200 | -74.85% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 20,773 | 1,078 | 0.0% | 0.0% | 115 | +1,526 | 7.93% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 20,988 | 1,074 | 0.01% | 0.01% | 116 | -728 | -3.35% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Reduced | 20,528 | 1,066 | 0.07% | 0.09% | 117 | -247,546 | -92.34% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 20,297 | 1,054 | 0.0% | 0.0% | 118 | +686 | 3.5% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 20,048 | 1,041 | 0.0% | 0.0% | 119 | +235 | 1.19% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 19,736 | 1,025 | 0.0% | 0.0% | 120 | +3,884 | 24.5% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 18,323 | 1,022 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 19,000 | 986 | 0.82% | 0.53% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 17,900 | 929 | 0.02% | 0.02% | 123 | -600 | -3.24% | Q1 2026 | Apr 20, 2026 |
| M Holdings Securities, Inc. | History | No change | 17,491 | 908 | 0.06% | 0.07% | 124 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 17,090 | 888 | 0.0% | — | 125 | +17,090 | New | Q1 2026 | May 13, 2026 |
| VARCOV Co. | History | New | 16,291 | 846 | 0.32% | — | 126 | +16,291 | New | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 16,197 | 841 | 0.05% | 0.05% | 127 | +190 | 1.19% | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 15,613 | 810 | 0.0% | — | 128 | +15,613 | New | Q1 2026 | May 08, 2026 |
| Ridgepath Capital Management LLC | History | No change | 15,298 | 794 | 0.39% | 0.39% | 129 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Luken Investment Analytics, LLC | History | No change | 15,092 | 783 | 0.3% | 0.33% | 130 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 14,735 | 765 | 0.0% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,569 | 756 | 0.0% | 0.0% | 132 | +4,875 | 50.29% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | New | 13,897 | 721 | 0.0% | — | 133 | +13,897 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 13,811 | 717 | 0.0% | 0.0% | 134 | -1,317 | -8.71% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,824 | 666 | 0.0% | 0.0% | 135 | -11,577 | -47.44% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,476 | 648 | 0.0% | 0.0% | 136 | -786 | -5.93% | Q1 2026 | May 15, 2026 |
| Artemis Investment Management LLP | History | Reduced | 12,042 | 625 | 0.01% | 0.02% | 137 | -21,561 | -64.16% | Q1 2026 | Apr 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 12,000 | 623 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 11,764 | 611 | 0.0% | 0.0% | 139 | -110 | -0.93% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 11,726 | 609 | 0.01% | 0.01% | 140 | +745 | 6.78% | Q1 2026 | Apr 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 11,675 | 606 | 0.25% | 0.29% | 141 | -512 | -4.2% | Q1 2026 | May 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,655 | 605 | 0.0% | 0.0% | 142 | -110 | -0.93% | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | Added to | 11,600 | 603 | 0.0% | 0.0% | 143 | +4,200 | 56.76% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,346 | 589 | 0.0% | 0.0% | 144 | -2,371 | -17.29% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,285 | 586 | 0.0% | 0.0% | 145 | -7,241 | -39.09% | Q1 2026 | Apr 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,754 | 558 | 0.01% | 0.01% | 146 | -101 | -0.93% | Q1 2026 | Apr 24, 2026 |
| MQS Management LLC | History | New | 10,535 | 547 | 0.37% | — | 147 | +10,535 | New | Q1 2026 | Apr 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,452 | 542 | 0.01% | 0.01% | 148 | -5,657 | -35.12% | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 9,713 | 541 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,129 | 526 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,121 | 525 | 0.0% | 0.0% | 151 | +76 | 0.76% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,982 | 518 | 0.0% | 0.0% | 152 | -10 | -0.1% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 9,952 | 517 | 0.0% | 0.0% | 153 | -250 | -2.45% | Q1 2026 | May 04, 2026 |
| Inspire Investing, LLC | History | Added to | 9,855 | 511 | 0.04% | 0.04% | 154 | +1,487 | 17.77% | Q1 2026 | Apr 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 9,650 | 501 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 9,533 | 495 | 0.0% | 0.0% | 156 | +400 | 4.38% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,494 | 493 | 0.0% | — | 157 | +9,494 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,340 | 485 | 0.0% | 0.0% | 158 | -4,030 | -30.14% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 9,295 | 482 | 0.05% | 0.11% | 159 | -9,385 | -50.24% | Q1 2026 | Apr 16, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,192 | 477 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 8,979 | 466 | 0.01% | — | 162 | +8,979 | New | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,963 | 466 | 0.0% | 0.0% | 161 | +4,634 | 107.05% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,836 | 452 | 0.0% | 0.0% | 163 | +8,741 | 9201.05% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,114 | 433 | 0.0% | 0.0% | 164 | -2,140 | -20.87% | Q1 2026 | Apr 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 8,196 | 425 | 0.0% | 0.0% | 165 | -691 | -7.78% | Q1 2026 | May 08, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 7,811 | 422 | 0.02% | 0.02% | 166 | +1,926 | 32.73% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 7,550 | 421 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RFG Advisory, LLC | History | Added to | 8,046 | 417 | 0.01% | 0.01% | 168 | +26 | 0.32% | Q1 2026 | Apr 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,017 | 416 | 0.0% | 0.0% | 169 | +864 | 12.08% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Added to | 7,386 | 383 | 0.0% | 0.0% | 170 | +3,704 | 100.6% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 7,272 | 377 | 0.03% | — | 171 | +7,272 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 7,177 | 372 | 0.01% | 0.01% | 173 | -306 | -4.09% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,163 | 372 | 0.0% | 0.0% | 172 | -222 | -3.01% | Q1 2026 | May 12, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | New | 7,016 | 364 | 0.08% | — | 174 | +7,016 | New | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,845 | 355 | 0.0% | 0.0% | 175 | -1,193 | -14.84% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,764 | 351 | 0.0% | 0.0% | 176 | +1,856 | 37.82% | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 6,440 | 334 | 0.0% | 0.0% | 177 | +576 | 9.82% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 6,376 | 331 | 0.0% | 0.0% | 178 | +27 | 0.43% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 6,250 | 324 | 0.0% | 0.09% | 179 | -147,768 | -95.94% | Q1 2026 | May 15, 2026 |
| Welch Group, LLC | History | No change | 6,127 | 318 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 5,977 | 310 | 0.01% | 0.03% | 181 | -4,284 | -41.75% | Q1 2026 | Apr 30, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 5,935 | 308 | 0.09% | 0.08% | 182 | -2,103 | -26.16% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,886 | 305 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,825 | 302 | 0.01% | 0.01% | 184 | -3 | -0.05% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,764 | 299 | 0.0% | 0.0% | 185 | +528 | 10.08% | Q1 2026 | Apr 27, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 5,750 | 298 | 0.01% | 0.0% | 186 | +5,600 | 3733.33% | Q1 2026 | May 04, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 5,614 | 291 | 0.02% | 0.02% | 187 | +5 | 0.09% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 5,536 | 287 | 0.03% | 0.03% | 188 | +10 | 0.18% | Q1 2026 | May 07, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 5,502 | 285 | 0.06% | 0.05% | 189 | -290 | -5.01% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 5,450 | 283 | 0.0% | 0.0% | 190 | -20 | -0.37% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | New | 5,447 | 282 | 0.0% | — | 191 | +5,447 | New | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,376 | 279 | 0.0% | 0.0% | 192 | +1,307 | 32.12% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | No change | 5,348 | 277 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | New | 5,184 | 269 | 0.02% | — | 194 | +5,184 | New | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | No change | 5,168 | 268 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Decker Wealth Management LLC | History | New | 5,000 | 259 | 0.06% | — | 196 | +5,000 | New | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 4,917 | 255 | 0.01% | 0.01% | 197 | +126 | 2.63% | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 4,863 | 252 | 0.0% | 0.01% | 198 | -33,514 | -87.33% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,825 | 250 | 0.0% | 0.0% | 199 | -3 | -0.06% | Q1 2026 | May 05, 2026 |
| SWMG, LLC | History | No change | 4,810 | 249 | 0.07% | 0.08% | 200 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,620 | 239 | 0.0% | 0.0% | 201 | +7 | 0.15% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,530 | 235 | 0.0% | 0.0% | 202 | -22 | -0.48% | Q1 2026 | Apr 30, 2026 |
| Covenant Partners, LLC | History | No change | 4,103 | 228 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 4,330 | 224 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 4,278 | 222 | 0.0% | — | 205 | +4,278 | New | Q1 2026 | May 15, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 4,274 | 221 | 0.01% | 0.01% | 206 | +13 | 0.31% | Q1 2026 | Apr 24, 2026 |
| XPONANCE LLC | History | New | 4,147 | 215 | 0.0% | — | 207 | +4,147 | New | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,063 | 211 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | New | 4,028 | 209 | 0.01% | — | 209 | +4,028 | New | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | New | 3,984 | 206 | 0.01% | — | 210 | +3,984 | New | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,937 | 204 | 0.01% | 0.01% | 211 | -1,703 | -30.2% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | New | 3,857 | 200 | 0.0% | — | 212 | +3,857 | New | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,765 | 195 | 0.01% | 0.0% | 213 | +516 | 15.88% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,655 | 189 | 0.01% | 0.01% | 214 | +190 | 5.48% | Q1 2026 | May 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,000 | 155 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | New | 2,936 | 152 | 0.0% | — | 216 | +2,936 | New | Q1 2026 | May 06, 2026 |
| AlphaQuest LLC | History | No change | 2,601 | 145 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Added to | 2,698 | 140 | 0.0% | 0.0% | 218 | +2,466 | 1062.93% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2,532 | 131 | 0.02% | 0.03% | 219 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,346 | 122 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,195 | 114 | 0.01% | 0.01% | 221 | -238 | -9.78% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,466 | 76 | 0.0% | 0.0% | 222 | -934 | -38.92% | Q1 2026 | Apr 22, 2026 |
| State of Wyoming | History | New | 1,216 | 63 | 0.01% | — | 223 | +1,216 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 906 | 47 | 0.0% | 0.0% | 225 | +1 | 0.11% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 899 | 47 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 882 | 45 | 0.0% | 0.0% | 226 | +34 | 4.01% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | No change | 800 | 41 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 800 | 41 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 720 | 37 | 0.0% | 0.0% | 230 | +115 | 19.01% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 715 | 37 | 0.0% | 0.0% | 229 | -25 | -3.38% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 708 | 36 | 0.0% | — | 232 | +708 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 659 | 36 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 655 | 34 | 0.0% | 0.0% | 233 | +123 | 23.12% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 636 | 33 | 0.0% | 0.0% | 234 | +341 | 115.59% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 608 | 31 | 0.0% | 0.0% | 235 | +51 | 9.16% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | No change | 608 | 31 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 546 | 28 | 0.0% | 0.0% | 237 | +421 | 336.8% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | No change | 539 | 27 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 520 | 27 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 479 | 26 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quarry LP | History | Added to | 360 | 18 | 0.0% | 0.0% | 241 | +298 | 480.65% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | New | 325 | 16 | 0.0% | — | 243 | +325 | New | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 322 | 16 | 0.0% | 0.0% | 242 | +12 | 3.87% | Q1 2026 | Apr 07, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 289 | 15 | 0.0% | — | 244 | +289 | New | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Reduced | 278 | 14 | 0.0% | 0.0% | 246 | -34 | -10.9% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 274 | 14 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kemnay Advisory Services Inc. | History | New | 232 | 12 | 0.0% | — | 248 | +232 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 252 | 12 | 0.0% | 0.0% | 247 | -158 | -38.54% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 226 | 11 | 0.0% | 0.0% | 249 | +109 | 93.16% | Q1 2026 | Apr 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 211 | 10 | 0.0% | — | 250 | +211 | New | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | New | 200 | 10 | 0.0% | — | 251 | +200 | New | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | No change | 191 | 9 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | Reduced | 167 | 8 | 0.0% | 0.0% | 253 | -3 | -1.76% | Q1 2026 | May 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 132 | 6 | 0.0% | 0.0% | 255 | -8 | -5.71% | Q1 2026 | Jun 02, 2026 |
| CENTRAL TRUST Co | History | No change | 129 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| High Note Wealth, LLC | History | No change | 98 | 5 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 92 | 4 | 0.0% | 0.0% | 258 | -80 | -46.51% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 85 | 4 | 0.0% | 0.0% | 257 | +19 | 28.79% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 57 | 3 | 0.0% | 0.0% | 261 | -87 | -60.42% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 59 | 3 | 0.0% | 0.0% | 264 | +20 | 51.28% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 76 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DV EQUITIES, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 52 | 2 | 0.0% | 0.0% | 265 | +30 | 136.36% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 25 | 1 | 0.0% | — | 274 | +25 | New | Q1 2026 | May 07, 2026 |
| CVA Family Office, LLC | History | New | 24 | 1 | 0.0% | — | 275 | +24 | New | Q1 2026 | Apr 29, 2026 |
| WPG Advisers, LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 272 | -20 | -46.51% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 20 | 1 | 0.0% | — | 273 | +20 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 26 | 1 | 0.0% | 0.0% | 270 | -14 | -35.0% | Q1 2026 | Jun 02, 2026 |
| Fortitude Family Office, LLC | History | Added to | 21 | 1 | 0.0% | — | 271 | +12 | 133.33% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 32 | 1 | 0.0% | 0.0% | 268 | +1 | 3.23% | Q1 2026 | Apr 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 24 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -93,679 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.16% | — | -63,891 | -100.0% | Q1 2026 | May 15, 2026 |
| PMC FIG Opportunities LLC | History | Closed out | 0 | 0 | — | 3.33% | — | -37,984 | -100.0% | Q1 2026 | May 15, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -33,216 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,162 | -100.0% | Q1 2026 | May 13, 2026 |
| Marietta Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -22,109 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -18,939 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,298 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.34% | — | -13,565 | -100.0% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,712 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,701 | -100.0% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -7,240 | -100.0% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,443 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,168 | -100.0% | Q1 2026 | May 12, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,400 | -100.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,263 | -100.0% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,247 | -100.0% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -3,784 | -100.0% | Q1 2026 | May 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,648 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,637 | -100.0% | Q1 2026 | May 14, 2026 |
| Mayfair Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,612 | -100.0% | Q1 2026 | Apr 21, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | 0.01% | — | -416 | -99.52% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | Apr 28, 2026 |