FRESH DEL MONTE PRODUCE INC - FDP
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 | Added to | 5,545,509 | 223,262 | 0.0% | 0.0% | 1 | +90,743 | 1.66% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,764,539 | 169,760 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,306,316 | 133,116 | 0.03% | 0.02% | 3 | -22,782 | -0.68% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,860,032 | 115,144 | 0.01% | — | 4 | +2,860,032 | New | Q1 2026 | May 08, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,742,544 | 70,155 | 0.15% | 0.14% | 5 | +1,050 | 0.06% | Q1 2026 | May 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,629,393 | 65,599 | 0.0% | — | 6 | +1,629,393 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,626,589 | 65,486 | 0.03% | 0.03% | 7 | +194,071 | 13.55% | Q1 2026 | May 15, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,384,961 | 55,758 | 0.37% | 0.38% | 8 | -400,348 | -22.42% | Q1 2026 | Apr 21, 2026 |
| STATE STREET CORP | History | Reduced | 1,335,200 | 53,755 | 0.0% | 0.0% | 9 | -1,586 | -0.12% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | No change | 1,028,000 | 41,387 | 0.01% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 813,078 | 32,740 | 0.0% | 0.0% | 11 | -25,714 | -3.07% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 802,379 | 32,303 | 0.0% | 0.01% | 12 | -126,042 | -13.58% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 773,895 | 31,157 | 0.0% | 0.0% | 13 | -138,976 | -15.22% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 626,200 | 25,210 | 0.01% | 0.01% | 14 | +31,932 | 5.37% | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 406,392 | 16,361 | 0.33% | 0.3% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 404,947 | 16,303 | 0.02% | 0.01% | 17 | +207,094 | 104.67% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 404,956 | 16,303 | 0.0% | 0.0% | 16 | +2,783 | 0.69% | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 375,226 | 15,106 | 0.05% | — | 18 | +375,226 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 375,106 | 15,101 | 0.0% | 0.0% | 19 | -97,830 | -20.69% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 357,123 | 14,377 | 0.0% | 0.0% | 20 | +11,851 | 3.43% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 340,901 | 13,724 | 0.01% | 0.01% | 21 | +2,943 | 0.87% | Q1 2026 | May 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 264,399 | 10,644 | 0.03% | 0.04% | 22 | -47,135 | -15.13% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 254,598 | 10,250 | 0.0% | 0.0% | 23 | -8,803 | -3.34% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | No change | 244,915 | 9,860 | 0.06% | 0.15% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 239,945 | 9,660 | 0.35% | 0.31% | 25 | -8,400 | -3.38% | Q1 2026 | Apr 21, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 237,777 | 9,572 | 0.0% | 0.0% | 26 | -15,207 | -6.01% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 222,305 | 8,949 | 0.0% | 0.0% | 27 | +150,694 | 210.43% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 219,260 | 8,827 | 0.0% | — | 28 | +219,260 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 218,435 | 8,794 | 0.0% | 0.0% | 29 | +189,629 | 658.3% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 188,552 | 7,591 | 0.0% | 0.0% | 30 | -17,574 | -8.53% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 187,495 | 7,548 | 0.03% | 0.03% | 31 | -16,893 | -8.27% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 176,502 | 7,105 | 0.0% | 0.0% | 32 | -13,564 | -7.14% | Q1 2026 | May 04, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 194,806 | 6,940 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Invenomic Capital Management LP | History | Reduced | 172,242 | 6,934 | 0.32% | 0.3% | 34 | -8,420 | -4.66% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 163,076 | 6,565 | 0.0% | 0.0% | 35 | -5,508 | -3.27% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 156,561 | 6,246 | 0.01% | 0.0% | 36 | +105,165 | 204.62% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Added to | 151,000 | 6,079 | 0.01% | 0.0% | 37 | +132,600 | 720.65% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 150,052 | 6,041 | 0.0% | 0.0% | 38 | -11,511 | -7.12% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 140,634 | 5,651 | 0.01% | 0.0% | 39 | +129,305 | 1141.36% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 138,416 | 5,572 | 0.01% | 0.01% | 40 | +53,597 | 63.19% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 132,077 | 5,317 | 0.0% | 0.0% | 41 | +25,142 | 23.51% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | New | 127,840 | 5,146 | 0.01% | — | 42 | +127,840 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 118,496 | 4,770 | 0.0% | 0.01% | 43 | -101,892 | -46.23% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 115,032 | 4,631 | 0.0% | 0.0% | 44 | -4,575 | -3.83% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 107,056 | 4,310 | 0.0% | 0.0% | 45 | -250 | -0.23% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 105,977 | 4,266 | 0.0% | 0.0% | 46 | -3,644 | -3.32% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 100,005 | 4,126 | 0.0% | 0.0% | 47 | -46,796 | -31.88% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 99,708 | 4,014 | 0.0% | 0.0% | 48 | +8,766 | 9.64% | Q1 2026 | May 13, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 99,415 | 4,002 | 0.19% | 0.17% | 49 | +350 | 0.35% | Q1 2026 | Apr 27, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 95,234 | 3,834 | 0.0% | 0.0% | 50 | +903 | 0.96% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 90,167 | 3,630 | 0.0% | 0.0% | 51 | -10,552 | -10.48% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 87,744 | 3,532 | 0.0% | 0.0% | 52 | +25,047 | 39.95% | Q1 2026 | May 12, 2026 |
| Edgestream Partners, L.P. | History | Added to | 81,018 | 3,261 | 0.11% | 0.05% | 53 | +29,845 | 58.32% | Q1 2026 | May 18, 2026 |
| Nuveen, LLC | History | Added to | 80,693 | 3,248 | 0.0% | 0.0% | 54 | +3,185 | 4.11% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 80,400 | 3,236 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 72,113 | 2,903 | 0.3% | 0.3% | 56 | -3,099 | -4.12% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 71,520 | 2,879 | 0.0% | 0.0% | 57 | +73 | 0.1% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 70,536 | 2,839 | 0.0% | 0.0% | 58 | -114,200 | -61.82% | Q1 2026 | May 15, 2026 |
| UniSuper Management Pty Ltd | History | No change | 69,483 | 2,797 | 0.02% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ALGERT GLOBAL LLC | History | New | 69,328 | 2,791 | 0.04% | — | 60 | +69,328 | New | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 65,831 | 2,650 | 0.02% | 0.01% | 61 | +35,632 | 117.99% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 64,887 | 2,612 | 0.0% | 0.0% | 62 | +45,034 | 226.84% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 64,481 | 2,596 | 0.0% | 0.0% | 63 | -7,666 | -10.63% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Added to | 59,755 | 2,405 | 0.01% | 0.0% | 64 | +43,676 | 271.63% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 56,500 | 2,274 | 0.01% | 0.01% | 65 | -8,473 | -13.04% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 53,134 | 2,139 | 0.02% | 0.02% | 66 | +9,388 | 21.46% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 52,553 | 2,115 | 0.05% | 0.04% | 67 | +5,230 | 11.05% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 52,203 | 2,101 | 0.01% | 0.02% | 68 | -4,949 | -8.66% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 51,897 | 2,089 | 0.0% | 0.0% | 69 | +42,370 | 444.74% | Q1 2026 | May 15, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 49,384 | 1,988 | 0.15% | 0.18% | 70 | -25,533 | -34.08% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 47,956 | 1,931 | 0.0% | 0.0% | 71 | +5,471 | 12.88% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 45,800 | 1,844 | 0.0% | 0.0% | 72 | +18,000 | 64.75% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 43,800 | 1,763 | 0.01% | 0.01% | 73 | +500 | 1.15% | Q1 2026 | Apr 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 43,455 | 1,749 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 43,207 | 1,740 | 0.0% | 0.0% | 75 | +15,644 | 56.76% | Q1 2026 | Apr 16, 2026 |
| Vanguard Global Advisers, LLC | History | New | 42,614 | 1,715 | 0.0% | — | 76 | +42,614 | New | Q1 2026 | May 08, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 42,000 | 1,690 | 0.37% | 0.36% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 38,854 | 1,564 | 0.0% | 0.0% | 78 | +10,456 | 36.82% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 37,892 | 1,525 | 0.0% | 0.0% | 79 | -248 | -0.65% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 37,432 | 1,506 | 0.0% | 0.0% | 80 | +28,247 | 307.53% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 40,624 | 1,447 | 0.0% | 0.0% | 81 | +104 | 0.26% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 34,177 | 1,375 | 0.0% | 0.0% | 82 | -30,276 | -46.97% | Q1 2026 | May 12, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Reduced | 33,095 | 1,332 | 1.03% | 0.93% | 83 | -50 | -0.15% | Q1 2026 | Apr 21, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 32,913 | 1,325 | 0.0% | 0.0% | 84 | +1,445 | 4.59% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 32,607 | 1,312 | 0.0% | 0.0% | 85 | -42,653 | -56.67% | Q1 2026 | May 15, 2026 |
| Waterfront Wealth Inc. | History | Added to | 31,936 | 1,285 | 0.24% | 0.23% | 86 | +909 | 2.93% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 31,219 | 1,256 | 0.0% | 0.0% | 87 | -25,020 | -44.49% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | New | 31,166 | 1,254 | 0.0% | — | 88 | +31,166 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 30,865 | 1,242 | 0.0% | — | 89 | +30,865 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 29,207 | 1,175 | 0.0% | 0.0% | 90 | +18,661 | 176.95% | Q1 2026 | May 15, 2026 |
| CoreCommodity Management, LLC | History | Added to | 27,884 | 1,122 | 0.21% | 0.14% | 91 | +8,849 | 46.49% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 27,795 | 1,119 | 0.04% | 0.03% | 92 | +5,171 | 22.86% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 27,320 | 1,099 | 0.0% | 0.0% | 93 | -107 | -0.39% | Q1 2026 | May 12, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 26,158 | 1,053 | 0.56% | 0.5% | 94 | -324 | -1.22% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 24,196 | 974 | 0.0% | 0.0% | 95 | +465 | 1.96% | Q1 2026 | May 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 24,047 | 968 | 0.02% | 0.01% | 96 | -105 | -0.43% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 23,923 | 963 | 0.0% | 0.0% | 97 | -2,773 | -10.39% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 22,900 | 921 | 0.0% | — | 98 | +22,900 | New | Q1 2026 | May 15, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 22,727 | 914 | 0.56% | 0.51% | 99 | -2,570 | -10.16% | Q1 2026 | Apr 24, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 22,447 | 903 | 0.0% | 0.0% | 100 | -37,771 | -62.72% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 21,556 | 867 | 0.0% | 0.0% | 101 | -1,064 | -4.7% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 20,954 | 843 | 0.03% | — | 102 | +20,954 | New | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 23,400 | 833 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 18,735 | 754 | 0.0% | 0.0% | 104 | -168 | -0.89% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 18,582 | 748 | 0.0% | 0.0% | 105 | -154 | -0.82% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 18,483 | 743 | 0.01% | 0.01% | 106 | -349 | -1.85% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,264 | 695 | 0.01% | 0.01% | 107 | -75 | -0.43% | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,216 | 693 | 0.0% | 0.0% | 108 | -191 | -1.1% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 17,050 | 686 | 0.0% | 0.0% | 109 | -90,226 | -84.11% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 16,658 | 670 | 0.0% | 0.0% | 110 | -51,000 | -75.38% | Q1 2026 | May 11, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 16,237 | 653 | 0.25% | 0.16% | 111 | -1,846 | -10.21% | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,133 | 649 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| XTX Topco Ltd | History | Added to | 16,011 | 644 | 0.01% | 0.01% | 113 | +340 | 2.17% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | New | 15,913 | 640 | 0.02% | — | 114 | +15,913 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 15,579 | 627 | 0.0% | 0.0% | 115 | +138 | 0.89% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 14,607 | 588 | 0.0% | 0.0% | 116 | -44,480 | -75.28% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,600 | 587 | 0.01% | 0.01% | 117 | -500 | -3.31% | Q1 2026 | Apr 20, 2026 |
| BAILARD, INC. | History | No change | 13,700 | 551 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 13,286 | 535 | 0.03% | — | 119 | +13,286 | New | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 13,052 | 525 | 0.01% | 0.01% | 120 | +468 | 3.72% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 12,997 | 523 | 0.0% | 0.0% | 121 | -8,365 | -39.16% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,999 | 523 | 0.0% | 0.0% | 122 | +3,017 | 30.22% | Q1 2026 | May 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 16,689 | 514 | 0.17% | 0.03% | 123 | +14,975 | 873.69% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 12,248 | 493 | 0.0% | 0.0% | 124 | +1,113 | 10.0% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 11,176 | 449 | 0.01% | — | 126 | +11,176 | New | Q1 2026 | Apr 27, 2026 |
| Arizona State Retirement System | History | Reduced | 11,155 | 449 | 0.0% | 0.0% | 125 | -252 | -2.21% | Q1 2026 | May 01, 2026 |
| Baker Ellis Asset Management LLC | History | New | 11,100 | 446 | 0.05% | — | 127 | +11,100 | New | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | Added to | 11,042 | 444 | 0.02% | 0.02% | 128 | +432 | 4.07% | Q1 2026 | Apr 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,724 | 391 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Added to | 9,556 | 384 | 0.02% | 0.01% | 130 | +4,434 | 86.57% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,506 | 382 | 0.0% | — | 132 | +9,506 | New | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,497 | 382 | 0.0% | 0.0% | 131 | -124 | -1.29% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,368 | 377 | 0.0% | 0.0% | 133 | +3,037 | 47.97% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,199 | 370 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Savant Capital, LLC | History | Added to | 9,167 | 369 | 0.0% | 0.0% | 135 | +2,082 | 29.39% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,934 | 359 | 0.0% | 0.0% | 136 | +822 | 10.13% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,735 | 351 | 0.0% | 0.0% | 137 | -184 | -2.06% | Q1 2026 | Apr 24, 2026 |
| Quadrature Capital Ltd | History | New | 8,425 | 339 | 0.0% | — | 138 | +8,425 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,240 | 331 | 0.0% | 0.0% | 140 | -6,451 | -43.91% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 8,243 | 331 | 0.0% | 0.0% | 141 | -6,361 | -43.56% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,212 | 331 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,149 | 328 | 0.0% | 0.0% | 143 | -4,544 | -35.8% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,152 | 328 | 0.0% | 0.0% | 142 | -9 | -0.11% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,049 | 324 | 0.0% | 0.0% | 144 | +386 | 5.04% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 8,019 | 322 | 0.0% | — | 145 | +8,019 | New | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,977 | 321 | 0.01% | 0.01% | 146 | -4,779 | -37.46% | Q1 2026 | Apr 22, 2026 |
| Diversified Trust Co | History | No change | 7,712 | 310 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,704 | 310 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | New | 7,561 | 305 | 0.0% | — | 149 | +7,561 | New | Q1 2026 | Apr 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,488 | 301 | 0.0% | 0.0% | 150 | -100 | -1.32% | Q1 2026 | Apr 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 7,383 | 297 | 0.0% | 0.0% | 151 | +612 | 9.04% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 7,186 | 289 | 0.02% | 0.01% | 152 | +6 | 0.08% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,029 | 282 | 0.0% | 0.0% | 153 | -146 | -2.03% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,889 | 277 | 0.0% | 0.0% | 154 | +6,717 | 3905.23% | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 6,747 | 271 | 0.0% | 0.0% | 155 | -3,559 | -34.53% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 6,685 | 269 | 0.0% | 0.0% | 156 | -10,966 | -62.13% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 6,657 | 267 | 0.0% | 0.0% | 157 | -591 | -8.15% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 6,619 | 266 | 0.0% | 0.0% | 159 | +700 | 11.83% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,623 | 266 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,403 | 258 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,272 | 252 | 0.0% | 0.0% | 161 | -594 | -8.65% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 6,202 | 249 | 0.0% | — | 162 | +6,202 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 6,012 | 242 | 0.0% | 0.0% | 163 | -5,263 | -46.68% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 5,938 | 239 | 0.0% | — | 165 | +5,938 | New | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,956 | 239 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Magnetar Financial LLC | History | New | 5,910 | 237 | 0.0% | — | 166 | +5,910 | New | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 5,796 | 233 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,659 | 227 | 0.0% | 0.0% | 168 | +445 | 8.53% | Q1 2026 | May 07, 2026 |
| STRS OHIO | History | Reduced | 5,500 | 221 | 0.0% | 0.0% | 169 | -1,100 | -16.67% | Q1 2026 | Apr 24, 2026 |
| Harvest Investment Services, LLC | History | New | 5,330 | 214 | 0.04% | — | 170 | +5,330 | New | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 5,312 | 213 | 0.0% | — | 171 | +5,312 | New | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 5,173 | 208 | 0.0% | — | 173 | +5,173 | New | Q1 2026 | Apr 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,167 | 208 | 0.0% | 0.0% | 172 | -1,292 | -20.0% | Q1 2026 | Apr 24, 2026 |
| Engineers Gate Manager LP | History | New | 5,053 | 203 | 0.0% | — | 174 | +5,053 | New | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 4,487 | 180 | 0.05% | 0.04% | 175 | -21 | -0.47% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | New | 3,103 | 124 | 0.0% | — | 176 | +3,103 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,777 | 111 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,398 | 96 | 0.0% | 0.0% | 178 | -655 | -21.45% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 2,195 | 88 | 0.01% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,177 | 87 | 0.0% | 0.0% | 180 | -392 | -15.26% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 2,012 | 81 | 0.0% | 0.0% | 181 | -75 | -3.59% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 1,964 | 79 | 0.0% | — | 182 | +1,964 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 1,940 | 78 | 0.0% | 0.0% | 183 | +53 | 2.81% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,659 | 66 | 0.0% | 0.0% | 184 | -140 | -7.78% | Q1 2026 | May 15, 2026 |
| Sherman Asset Management, Inc. | History | No change | 1,636 | 65 | 0.06% | 0.05% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,585 | 63 | 0.0% | 0.0% | 186 | +1,352 | 580.26% | Q1 2026 | May 11, 2026 |
| KBC Group NV | History | No change | 1,546 | 62 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,450 | 58 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,335 | 53 | 0.0% | 0.0% | 190 | +215 | 19.2% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,333 | 53 | 0.0% | 0.0% | 189 | +52 | 4.06% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,096 | 44 | 0.0% | 0.0% | 191 | +55 | 5.28% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,035 | 41 | 0.0% | 0.0% | 193 | -1,159 | -52.83% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Reduced | 1,019 | 41 | 0.0% | 0.0% | 192 | -85 | -7.7% | Q1 2026 | Apr 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,000 | 40 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 948 | 39 | 0.0% | 0.0% | 195 | +25 | 2.71% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 902 | 36 | 0.0% | 0.0% | 196 | +348 | 62.82% | Q1 2026 | May 14, 2026 |
| Parvin Asset Management, LLC | History | No change | 900 | 36 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 825 | 33 | 0.0% | 0.0% | 198 | +86 | 11.64% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 617 | 24 | 0.0% | 0.0% | 199 | +29 | 4.93% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 530 | 21 | 0.0% | 0.0% | 201 | -166 | -23.85% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 530 | 21 | 0.0% | 0.0% | 200 | +8 | 1.53% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 508 | 20 | 0.0% | 0.0% | 202 | +8 | 1.6% | Q1 2026 | May 15, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 508 | 20 | 0.01% | 0.01% | 203 | +4 | 0.79% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 486 | 19 | 0.0% | 0.0% | 204 | +60 | 14.08% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 357 | 14 | 0.0% | — | 205 | +357 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 340 | 13 | 0.0% | 0.0% | 206 | -3 | -0.87% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 298 | 12 | 0.0% | 0.0% | 207 | -12 | -3.87% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 218 | 9 | 0.0% | 0.0% | 208 | -329 | -60.15% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 233 | 9 | 0.0% | 0.0% | 209 | +110 | 89.43% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Reduced | 234 | 9 | 0.0% | 0.0% | 210 | -1 | -0.43% | Q1 2026 | May 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 205 | 8 | 0.0% | 0.0% | 213 | -83 | -28.82% | Q1 2026 | Apr 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 206 | 8 | 0.0% | 0.0% | 214 | -24 | -10.43% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 218 | 8 | 0.0% | 0.0% | 212 | +12 | 5.83% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 205 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 177 | 7 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 163 | 6 | 0.0% | 0.0% | 218 | -13 | -7.39% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Reduced | 163 | 6 | 0.0% | 0.0% | 219 | -3 | -1.81% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 151 | 6 | 0.0% | 0.0% | 216 | +1 | 0.67% | Q1 2026 | Apr 30, 2026 |
| EMC Capital Management | History | No change | 166 | 6 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Arax Advisory Partners | History | Reduced | 125 | 5 | 0.0% | 0.0% | 221 | -133 | -51.55% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 146 | 5 | 0.0% | 0.0% | 222 | +35 | 31.53% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | Added to | 146 | 5 | 0.0% | 0.0% | 220 | +9 | 6.57% | Q1 2026 | May 11, 2026 |
| Valued Wealth Advisors LLC | History | New | 120 | 4 | 0.0% | — | 224 | +120 | New | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 112 | 4 | 0.0% | — | 223 | +112 | New | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 100 | 4 | 0.0% | — | 225 | +100 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 97 | 3 | 0.0% | 0.0% | 226 | -13 | -11.82% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Quarry LP | History | New | 71 | 2 | 0.0% | — | 229 | +71 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 62 | 2 | 0.0% | — | 228 | +57 | 1140.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 37 | 1 | 0.0% | — | 237 | +37 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 19 | 1 | 0.0% | 0.0% | 234 | -21 | -52.5% | Q1 2026 | May 05, 2026 |
| Stone House Investment Management, LLC | History | Added to | 33 | 1 | 0.0% | 0.0% | 233 | +1 | 3.13% | Q1 2026 | Apr 22, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 40 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 39 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ares Financial Consulting, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Cornerstone Financial Management LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -181,234 | -100.0% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -84,302 | -100.0% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -34,249 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,921 | -100.0% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,432 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,414 | -100.0% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,459 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,860 | -100.0% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,522 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -6,155 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,025 | -100.0% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -900 | -100.0% | Q1 2026 | Apr 03, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -790 | -100.0% | Q1 2026 | May 11, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -675 | -100.0% | Q1 2026 | Apr 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -331 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q1 2026 | Apr 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | May 08, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 28, 2026 |
| Bare Financial Services, Inc | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 21, 2026 |
| Signature Equity Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 16 | 0 | — | — | — | -1 | -5.88% | Q1 2026 | May 06, 2026 |
| Trium Capital LLP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 16, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| SouthState Bank Corp | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |