FIRST BANCORP /NC/ - FBNC
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.
Details.
Rows: 0
| 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 | 5,817,501 | 327,816 | 0.01% | 0.0% | 1 | -897 | -0.02% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 3,640,136 | 205,121 | 0.01% | 0.01% | 2 | +447,184 | 14.01% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,849,425 | 144,722 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 2,074,716 | 117,401 | 0.0% | 0.0% | 4 | +62,443 | 3.1% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,772,184 | 99,862 | 0.0% | — | 5 | +1,772,184 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,771,899 | 99,846 | 0.02% | 0.02% | 6 | +33,194 | 1.91% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,705,538 | 96,106 | 0.02% | 0.02% | 7 | -154,867 | -8.32% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,298,753 | 73,185 | 0.02% | 0.01% | 8 | +87,234 | 7.2% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,285,239 | 72,423 | 0.53% | 0.57% | 9 | -102,517 | -7.39% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,046,928 | 59,005 | 0.0% | 0.0% | 10 | +37,571 | 3.72% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 986,229 | 55,574 | 0.1% | 0.08% | 11 | -85,278 | -7.96% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 974,221 | 54,897 | 0.04% | 0.02% | 12 | +247,859 | 34.12% | Q1 2026 | May 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 806,713 | 45,458 | 0.0% | — | 13 | +806,713 | New | Q1 2026 | May 08, 2026 |
| Boston Partners | History | New | 593,325 | 33,386 | 0.03% | — | 14 | +593,325 | New | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 500,433 | 27,754 | 0.02% | 0.02% | 15 | -65,654 | -11.6% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 482,567 | 27,192 | 0.0% | 0.0% | 16 | +1,458 | 0.3% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 528,120 | 26,823 | 0.01% | 0.01% | 17 | -121,551 | -18.71% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 438,123 | 24,688 | 0.0% | 0.0% | 18 | +14,741 | 3.48% | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 429,818 | 24,220 | 0.35% | 0.11% | 19 | +274,289 | 176.36% | Q1 2026 | May 22, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 392,412 | 22,112 | 0.07% | 0.05% | 20 | +13,274 | 3.5% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 356,017 | 20,061 | 0.0% | 0.0% | 21 | +67,005 | 23.18% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 340,723 | 19,274 | 0.03% | 0.03% | 22 | +16,090 | 4.96% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 326,321 | 18,388 | 0.0% | 0.0% | 23 | +3,411 | 1.06% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 301,310 | 16,978 | 0.0% | 0.0% | 24 | -6,365 | -2.07% | Q1 2026 | May 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 273,014 | 15,384 | 0.01% | 0.01% | 25 | -8,169 | -2.91% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 265,477 | 14,959 | 0.0% | — | 26 | +265,477 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 250,027 | 14,089 | 0.01% | 0.01% | 27 | +52,451 | 26.55% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 214,917 | 12,110 | 0.0% | 0.0% | 28 | +29,251 | 15.75% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 206,171 | 11,617 | 0.0% | 0.0% | 29 | +289 | 0.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 202,949 | 11,436 | 0.0% | 0.0% | 30 | +22,737 | 12.62% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Reduced | 179,852 | 10,134 | 0.0% | 0.0% | 31 | -35,212 | -16.37% | Q1 2026 | Apr 30, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 179,795 | 10,131 | 0.04% | 0.04% | 32 | -18,315 | -9.24% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 148,314 | 8,357 | 0.03% | 0.02% | 33 | +4,823 | 3.36% | Q1 2026 | May 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 123,266 | 6,946 | 0.33% | 0.25% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 120,512 | 6,790 | 1.22% | 1.16% | 35 | -33 | -0.03% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 114,109 | 6,430 | 0.01% | 0.0% | 36 | +94 | 0.08% | Q1 2026 | May 12, 2026 |
| Smith Salley Wealth Management | History | No change | 110,644 | 6,234 | 0.31% | 0.28% | 37 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 110,216 | 6,210 | 0.0% | 0.0% | 38 | -1,622 | -1.45% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 92,282 | 5,200 | 0.0% | 0.0% | 39 | -8,030 | -8.01% | Q1 2026 | May 08, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 90,336 | 5,090 | 0.19% | 0.18% | 40 | -22,972 | -20.27% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 89,934 | 5,009 | 0.0% | 0.0% | 41 | +57,144 | 174.27% | Q1 2026 | May 13, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 87,450 | 4,927 | 0.03% | 0.03% | 42 | -4,533 | -4.93% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Reduced | 82,645 | 4,657 | 0.02% | 0.02% | 43 | -7,112 | -7.92% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 81,800 | 4,609 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 73,949 | 4,167 | 0.6% | 0.58% | 45 | -5,948 | -7.44% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 70,109 | 3,950 | 0.0% | 0.0% | 46 | -2,747 | -3.77% | Q1 2026 | May 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 69,197 | 3,899 | 0.03% | 0.03% | 47 | +5,709 | 8.99% | Q1 2026 | May 11, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 67,716 | 3,815 | 0.65% | 0.58% | 48 | +854 | 1.28% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 62,942 | 3,546 | 0.0% | 0.0% | 49 | -2,317 | -3.55% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 62,395 | 3,515 | 0.02% | — | 50 | +62,395 | New | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 62,348 | 3,513 | 0.05% | 0.04% | 51 | +4,343 | 7.49% | Q1 2026 | Apr 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 61,458 | 3,463 | 0.01% | 0.0% | 52 | +3,282 | 5.64% | Q1 2026 | May 11, 2026 |
| WESBANCO BANK INC | History | No change | 60,108 | 3,387 | 0.09% | 0.08% | 53 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 56,321 | 3,173 | 0.0% | 0.0% | 54 | -2,098 | -3.59% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 54,237 | 3,056 | 0.0% | 0.0% | 55 | +100 | 0.18% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 52,379 | 2,952 | 0.0% | 0.0% | 56 | +7,870 | 17.68% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 52,029 | 2,931 | 0.0% | 0.0% | 57 | -2,962 | -5.39% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 49,157 | 2,769 | 0.01% | 0.01% | 58 | -3,009 | -5.77% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 45,085 | 2,540 | 0.0% | 0.01% | 59 | -31,130 | -40.84% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 45,017 | 2,536 | 0.0% | 0.0% | 60 | -11,136 | -19.83% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 44,353 | 2,499 | 0.0% | 0.0% | 61 | +16,018 | 56.53% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 42,672 | 2,404 | 0.0% | 0.0% | 62 | +3,880 | 10.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 41,610 | 2,344 | 0.0% | 0.0% | 63 | +3,095 | 8.04% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,759 | 2,240 | 0.0% | 0.0% | 64 | +3,205 | 8.77% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 38,554 | 2,172 | 0.04% | — | 65 | +38,554 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 36,348 | 2,048 | 0.0% | 0.0% | 66 | +5,297 | 17.06% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 35,181 | 1,982 | 0.03% | 0.03% | 67 | -2,534 | -6.72% | Q1 2026 | May 01, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 34,828 | 1,962 | 0.82% | 0.74% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 34,297 | 1,932 | 0.0% | 0.0% | 69 | +12,650 | 58.44% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 34,141 | 1,925 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 33,567 | 1,891 | 0.0% | 0.0% | 71 | +2,582 | 8.33% | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 32,376 | 1,824 | 0.02% | 0.02% | 72 | +117 | 0.36% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 30,097 | 1,695 | 0.0% | 0.0% | 73 | -3,568 | -10.6% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 28,573 | 1,610 | 0.0% | — | 74 | +28,573 | New | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,677 | 1,560 | 0.0% | 0.0% | 75 | -815 | -2.86% | Q1 2026 | May 01, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 27,259 | 1,536 | 0.0% | 0.0% | 76 | -6,694 | -19.72% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,122 | 1,515 | 0.0% | 0.0% | 77 | -229 | -0.84% | Q1 2026 | Apr 08, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 24,952 | 1,406 | 0.01% | 0.01% | 78 | -5,351 | -17.66% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 26,156 | 1,328 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,478 | 1,322 | 0.0% | 0.0% | 80 | +250 | 1.08% | Q1 2026 | Apr 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 22,649 | 1,276 | 0.01% | 0.01% | 81 | -208 | -0.91% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,526 | 1,269 | 0.0% | 0.0% | 82 | +2,779 | 14.07% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,266 | 1,254 | 0.0% | 0.0% | 83 | +6,235 | 38.89% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 22,197 | 1,250 | 0.01% | 0.01% | 84 | -644 | -2.82% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 22,017 | 1,240 | 0.02% | 0.01% | 85 | +242 | 1.11% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 21,621 | 1,218 | 0.0% | 0.0% | 86 | -6,126 | -22.08% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,281 | 1,199 | 0.0% | 0.0% | 87 | -38,881 | -64.63% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,973 | 1,181 | 0.0% | 0.0% | 88 | +4,687 | 28.78% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,766 | 1,113 | 0.01% | 0.01% | 89 | +1 | 0.01% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 19,720 | 1,111 | 0.0% | 0.0% | 90 | +6,291 | 46.85% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 19,705 | 1,110 | 0.0% | — | 91 | +19,705 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 19,591 | 1,103 | 0.0% | 0.0% | 92 | -53,921 | -73.35% | Q1 2026 | May 14, 2026 |
| CrossGen Wealth, LLC | History | No change | 19,488 | 1,098 | 0.96% | 0.87% | 93 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,925 | 1,066 | 0.0% | 0.0% | 94 | +141 | 0.75% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 18,754 | 1,056 | 0.01% | — | 95 | +18,754 | New | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 18,406 | 1,037 | 0.0% | 0.0% | 96 | -1,022 | -5.26% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,400 | 1,036 | 0.02% | 0.02% | 97 | -600 | -3.16% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,567 | 990 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 16,767 | 944 | 0.09% | 0.03% | 99 | +11,230 | 202.82% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,390 | 923 | 0.0% | 0.0% | 100 | +20 | 0.12% | Q1 2026 | Jun 02, 2026 |
| Squarepoint Ops LLC | History | New | 15,471 | 871 | 0.0% | — | 101 | +15,471 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,395 | 867 | 0.0% | — | 102 | +15,395 | New | Q1 2026 | May 12, 2026 |
| one8zero8, LLC | History | No change | 14,071 | 792 | 0.18% | 0.16% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,036 | 790 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 14,000 | 788 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | Added to | 13,538 | 762 | 0.01% | 0.01% | 106 | +953 | 7.57% | Q1 2026 | Apr 16, 2026 |
| SouthState Bank Corp | History | No change | 13,189 | 743 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 12,572 | 708 | 0.18% | 0.16% | 108 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 12,393 | 698 | 0.0% | 0.0% | 109 | +3,839 | 44.88% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,379 | 697 | 0.0% | 0.0% | 110 | +470 | 3.95% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 12,227 | 688 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 12,075 | 680 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,902 | 671 | 0.01% | 0.0% | 113 | -111 | -0.92% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,586 | 652 | 0.0% | 0.0% | 114 | +2,421 | 26.42% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 11,389 | 641 | 0.0% | 0.0% | 115 | -74 | -0.65% | Q1 2026 | May 01, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,366 | 640 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 11,235 | 633 | 0.07% | 0.06% | 117 | -200 | -1.75% | Q1 2026 | Apr 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,174 | 629 | 0.01% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,005 | 620 | 0.01% | 0.01% | 119 | -144 | -1.29% | Q1 2026 | Apr 24, 2026 |
| Handelsbanken Fonder AB | History | Added to | 10,544 | 594 | 0.0% | 0.0% | 120 | +2,000 | 23.41% | Q1 2026 | Apr 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 10,468 | 589 | 0.0% | 0.0% | 121 | +1,101 | 11.75% | Q1 2026 | Apr 24, 2026 |
| Fiduciary Alliance LLC | History | No change | 9,975 | 581 | 0.04% | 0.03% | 122 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,254 | 577 | 0.0% | 0.0% | 123 | -11 | -0.11% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,200 | 575 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,195 | 574 | 0.0% | 0.0% | 125 | -155 | -1.5% | Q1 2026 | May 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 10,178 | 573 | 0.0% | 0.0% | 126 | -1,029 | -9.18% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | Added to | 9,850 | 555 | 0.04% | 0.03% | 127 | +1,138 | 13.06% | Q1 2026 | May 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 9,750 | 549 | 0.26% | 0.23% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,699 | 546 | 0.01% | 0.01% | 129 | -6,926 | -41.66% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 9,432 | 531 | 0.01% | 0.01% | 130 | -100 | -1.05% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,591 | 529 | 0.0% | 0.0% | 131 | +5,094 | 113.28% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,269 | 522 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,177 | 517 | 0.0% | 0.0% | 133 | +9,066 | 8167.57% | Q1 2026 | May 01, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,100 | 514 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 9,072 | 511 | 0.03% | 0.04% | 135 | -1,118 | -10.97% | Q1 2026 | Apr 21, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,964 | 505 | 0.0% | — | 136 | +8,964 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,947 | 504 | 0.0% | 0.0% | 137 | -516 | -5.45% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,527 | 480 | 0.0% | 0.0% | 138 | -6,872 | -44.63% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 9,274 | 471 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CONTINENTAL ADVISORS LLC | History | Reduced | 8,000 | 450 | 0.23% | 0.27% | 141 | -4,531 | -36.16% | Q1 2026 | May 15, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Reduced | 8,000 | 450 | 0.12% | 0.12% | 140 | -782 | -8.9% | Q1 2026 | May 08, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | New | 7,565 | 426 | 0.03% | — | 142 | +7,565 | New | Q1 2026 | Apr 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,142 | 402 | 0.0% | 0.0% | 143 | -202 | -2.75% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 6,634 | 373 | 0.0% | 0.0% | 144 | +1,599 | 31.76% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,630 | 373 | 0.0% | 0.0% | 145 | +741 | 12.58% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,446 | 363 | 0.0% | 0.0% | 146 | -95 | -1.45% | Q1 2026 | Apr 22, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 6,396 | 360 | 0.0% | 0.0% | 147 | -3,159 | -33.06% | Q1 2026 | Apr 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 6,351 | 357 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,296 | 354 | 0.0% | 0.0% | 149 | -1,547 | -19.72% | Q1 2026 | Apr 24, 2026 |
| Hardin Capital Partners, LLC | History | No change | 6,215 | 350 | 0.16% | 0.15% | 150 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 6,206 | 349 | 0.0% | 0.0% | 151 | -3,536 | -36.3% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,058 | 341 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 5,860 | 338 | 0.02% | 0.05% | 153 | -9,884 | -62.78% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,985 | 337 | 0.0% | 0.0% | 154 | +1,260 | 26.67% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,976 | 336 | 0.04% | — | 155 | +5,976 | New | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 5,864 | 330 | 0.0% | 0.0% | 156 | -60 | -1.01% | Q1 2026 | May 12, 2026 |
| De Lisle Partners LLP | History | No change | 5,789 | 326 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,348 | 322 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,531 | 311 | 0.0% | 0.0% | 159 | +261 | 4.95% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | New | 4,827 | 272 | 0.01% | — | 160 | +4,827 | New | Q1 2026 | Apr 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,745 | 267 | 0.0% | 0.0% | 161 | +6 | 0.13% | Q1 2026 | May 07, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 4,698 | 264 | 0.05% | — | 162 | +4,698 | New | Q1 2026 | Apr 20, 2026 |
| Abel Hall, LLC | History | New | 4,363 | 245 | 0.05% | — | 163 | +4,363 | New | Q1 2026 | Apr 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 4,327 | 243 | 0.01% | 0.02% | 165 | -3,760 | -46.49% | Q1 2026 | May 15, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 4,324 | 243 | 0.01% | 0.01% | 164 | -383 | -8.14% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 4,301 | 242 | 0.0% | — | 166 | +4,301 | New | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,184 | 235 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,106 | 231 | 0.0% | 0.0% | 168 | +64 | 1.58% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,279 | 217 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| XPONANCE LLC | History | New | 3,845 | 216 | 0.0% | — | 170 | +3,845 | New | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | New | 3,779 | 212 | 0.0% | — | 171 | +3,779 | New | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | New | 3,734 | 210 | 0.0% | — | 172 | +3,734 | New | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | New | 3,656 | 206 | 0.0% | — | 174 | +3,656 | New | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,673 | 206 | 0.0% | 0.0% | 173 | -3,643 | -49.79% | Q1 2026 | Apr 20, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,586 | 202 | 0.01% | 0.01% | 175 | -1,663 | -31.68% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | New | 3,574 | 201 | 0.01% | — | 176 | +3,574 | New | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,560 | 200 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,406 | 192 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,374 | 190 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,863 | 161 | 0.0% | 0.01% | 180 | -1,458 | -33.74% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 2,745 | 154 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,581 | 146 | 0.0% | — | 182 | +2,581 | New | Q1 2026 | Apr 29, 2026 |
| AlphaQuest LLC | History | No change | 2,545 | 129 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 2,201 | 124 | 0.01% | 0.01% | 184 | +88 | 4.16% | Q1 2026 | Apr 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,170 | 122 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,058 | 115 | 0.01% | 0.01% | 186 | +55 | 2.75% | Q1 2026 | May 11, 2026 |
| KBC Group NV | History | No change | 1,726 | 97 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,677 | 94 | 0.0% | 0.0% | 188 | -178 | -9.6% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,545 | 87 | 0.01% | — | 189 | +1,531 | 10935.71% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,338 | 75 | 0.0% | 0.0% | 190 | -990 | -42.53% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,345 | 75 | 0.0% | 0.0% | 191 | +845 | 169.0% | Q1 2026 | Apr 07, 2026 |
| State of Wyoming | History | New | 1,194 | 67 | 0.01% | — | 192 | +1,194 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,156 | 65 | 0.0% | 0.0% | 193 | +2 | 0.17% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 973 | 54 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 821 | 46 | 0.0% | 0.0% | 195 | +2 | 0.24% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 758 | 42 | 0.0% | 0.0% | 196 | +425 | 127.63% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Reduced | 641 | 36 | 0.0% | 0.0% | 197 | -136 | -17.5% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 656 | 36 | 0.0% | 0.0% | 198 | -72 | -9.89% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 635 | 35 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 599 | 33 | 0.0% | — | 200 | +599 | New | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 585 | 32 | 0.0% | 0.0% | 201 | +27 | 4.84% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 567 | 31 | 0.03% | 0.03% | 202 | -23 | -3.9% | Q1 2026 | May 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 529 | 29 | 0.0% | 0.0% | 203 | +400 | 310.08% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 474 | 26 | 0.0% | 0.0% | 204 | +20 | 4.41% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 426 | 24 | 0.0% | 0.0% | 205 | +12 | 2.9% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 414 | 23 | 0.0% | 0.0% | 206 | -139 | -25.14% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 364 | 20 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 353 | 19 | 0.0% | 0.0% | 208 | +37 | 11.71% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 316 | 17 | 0.0% | 0.0% | 209 | +13 | 4.29% | Q1 2026 | May 06, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 278 | 15 | 0.0% | 0.0% | 210 | +45 | 19.31% | Q1 2026 | May 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 255 | 14 | 0.0% | — | 212 | +255 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 255 | 14 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 188 | 10 | 0.0% | 0.0% | 213 | +4 | 2.17% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 170 | 9 | 0.0% | 0.0% | 214 | +57 | 50.44% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | No change | 157 | 8 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 156 | 8 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 137 | 7 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 7,000 | 6 | 0.0% | — | 219 | +7,000 | New | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Added to | 120 | 6 | 0.0% | 0.0% | 218 | +33 | 37.93% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 76 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 60 | 3 | 0.0% | — | 224 | +60 | New | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 54 | 3 | 0.0% | 0.0% | 222 | +27 | 100.0% | Q1 2026 | Jun 02, 2026 |
| High Note Wealth, LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Red Tortoise LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 33 | 1 | 0.0% | — | 234 | +32 | 3200.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 28 | 1 | 0.0% | — | 235 | +28 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24 | 1 | 0.0% | — | 231 | +15 | 166.67% | Q1 2026 | Apr 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 25 | 1 | 0.0% | — | 232 | +7 | 38.89% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 227 | -3 | -11.11% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | No change | 21 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | No change | 18 | 1 | 0.0% | — | 230 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -44,122 | -100.0% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,513 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,114 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -21,043 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -14,799 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -8,887 | -100.0% | Q1 2026 | May 12, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,733 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,397 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,393 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,476 | -100.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -893 | -100.0% | Q1 2026 | May 05, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -801 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Essential Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |