FIRST INTERSTATE BANCSYSTEM INC - FIBK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 13,479,487 | 450,214 | 0.01% | 0.01% | 1 | -134,781 | -0.99% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 10,048,419 | 347,675 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 5,891,271 | 196,768 | 0.01% | 0.01% | 3 | +409,026 | 7.46% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,630,789 | 188,065 | 0.04% | 0.04% | 4 | +231,405 | 4.29% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,490,538 | 183,383 | 0.01% | — | 5 | +5,490,538 | New | Q1 2026 | May 08, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 4,653,119 | 155,414 | 8.74% | 8.66% | 6 | -12,163 | -0.26% | Q1 2026 | Apr 29, 2026 |
| HoldCo Asset Management, LP | History | No change | 3,950,107 | 131,933 | 9.82% | 10.28% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 3,882,437 | 129,673 | 0.02% | 0.04% | 8 | -1,911,789 | -32.99% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 3,877,196 | 129,498 | 0.01% | 0.01% | 9 | -859,495 | -18.15% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,855,814 | 128,784 | 0.0% | — | 10 | +3,855,814 | New | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 2,290,572 | 76,505 | 0.02% | 0.01% | 11 | -382,940 | -14.32% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,218,319 | 74,104 | 0.0% | 0.0% | 12 | -15,611 | -0.7% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,086,923 | 69,703 | 0.04% | 0.04% | 13 | +10,584 | 0.51% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,881,246 | 62,833 | 0.02% | 0.02% | 14 | -718,397 | -27.63% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,778,094 | 59,388 | 0.0% | 0.0% | 15 | +24,250 | 1.38% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,756,292 | 58,660 | 0.01% | 0.01% | 16 | -114,650 | -6.13% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 1,703,078 | 56,889 | 0.1% | 0.1% | 17 | -238,488 | -12.28% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,706,451 | 56,005 | 0.0% | 0.0% | 18 | +131,333 | 8.34% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,514,150 | 50,572 | 0.0% | 0.0% | 19 | -64,569 | -4.09% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,272,925 | 42,515 | 0.01% | 0.01% | 20 | -67,761 | -5.05% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,197,557 | 39,998 | 0.03% | 0.01% | 21 | +817,235 | 214.88% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,183,384 | 39,525 | 0.01% | 0.01% | 22 | +8,686 | 0.74% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | New | 1,146,394 | 38,289 | 0.01% | — | 23 | +1,146,394 | New | Q1 2026 | May 13, 2026 |
| NORGES BANK | History | No change | 1,099,110 | 38,029 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 976,166 | 32,603 | 0.01% | 0.01% | 25 | -31,178 | -3.1% | Q1 2026 | May 05, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 914,214 | 30,534 | 2.24% | 2.35% | 26 | -139,471 | -13.24% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 881,344 | 29,436 | 0.0% | 0.0% | 27 | +9,693 | 1.11% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 781,127 | 26,089 | 0.01% | — | 28 | +781,127 | New | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 735,419 | 24,562 | 1.42% | 1.46% | 29 | +11,601 | 1.6% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 705,806 | 23,573 | 0.0% | 0.0% | 30 | -53,823 | -7.09% | Q1 2026 | May 15, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 631,978 | 21,108 | 1.04% | 1.14% | 31 | -17,340 | -2.67% | Q1 2026 | Apr 17, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Added to | 627,031 | 20,942 | 2.31% | 1.89% | 32 | +82,117 | 15.07% | Q1 2026 | Apr 30, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 586,654 | 19,594 | 0.01% | 0.03% | 33 | -769,679 | -56.75% | Q1 2026 | May 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 567,806 | 18,964 | 0.0% | — | 34 | +567,806 | New | Q1 2026 | May 08, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 480,242 | 16,040 | 0.69% | 0.69% | 35 | -1,296 | -0.27% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 465,495 | 15,547 | 0.01% | 0.01% | 36 | +32,033 | 7.39% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 427,429 | 14,276 | 0.01% | 0.01% | 37 | +797 | 0.19% | Q1 2026 | May 04, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 418,256 | 13,975 | 0.87% | 0.92% | 38 | -64,780 | -13.41% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 329,805 | 11,015 | 0.0% | 0.0% | 39 | -40,259 | -10.88% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 331,534 | 10,886 | 0.0% | 0.0% | 40 | +3,513 | 1.07% | Q1 2026 | May 14, 2026 |
| North Reef Capital Management LP | History | Reduced | 325,157 | 10,860 | 0.37% | 2.75% | 41 | -1,649,842 | -83.54% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 314,722 | 10,511 | 0.03% | 0.04% | 42 | +4,873 | 1.57% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 299,683 | 10,009 | 0.0% | 0.0% | 43 | -8,626 | -2.8% | Q1 2026 | Apr 30, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 276,842 | 9,246 | 0.52% | 0.5% | 44 | +31,406 | 12.8% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 265,957 | 8,882 | 0.0% | 0.0% | 45 | +63 | 0.02% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 246,916 | 8,246 | 0.01% | 0.01% | 46 | -2,619 | -1.05% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 203,907 | 6,810 | 0.0% | 0.0% | 47 | -14,071 | -6.46% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 200,193 | 6,686 | 0.54% | 0.3% | 48 | +89,886 | 81.49% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 199,598 | 6,666 | 0.0% | 0.0% | 49 | +89,937 | 82.01% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 179,957 | 6,010 | 0.0% | 0.0% | 50 | +397 | 0.22% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Reduced | 173,046 | 5,779 | 0.0% | 0.0% | 51 | -2,800 | -1.59% | Q1 2026 | May 07, 2026 |
| Granite Investment Partners, LLC | History | Added to | 172,335 | 5,755 | 0.35% | 0.34% | 52 | +5,109 | 3.06% | Q1 2026 | Apr 30, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | New | 170,347 | 5,689 | 1.03% | — | 53 | +170,347 | New | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 165,641 | 5,532 | 0.0% | 0.0% | 54 | -40,903 | -19.8% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 162,205 | 5,417 | 0.0% | 0.0% | 55 | -6,076 | -3.61% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 160,177 | 5,349 | 0.04% | 0.04% | 56 | +16,299 | 11.33% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 155,862 | 5,205 | 0.0% | 0.0% | 57 | +1,465 | 0.95% | Q1 2026 | May 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 148,515 | 4,960 | 0.11% | 0.14% | 58 | -40,922 | -21.6% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 145,853 | 4,872 | 0.01% | 0.0% | 59 | +54,765 | 60.12% | Q1 2026 | May 06, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 126,467 | 4,223 | 0.02% | 0.01% | 60 | +6,933 | 5.8% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 124,814 | 4,168 | 0.0% | 0.0% | 61 | -240 | -0.19% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 123,414 | 4,122 | 0.0% | 0.0% | 62 | +53,649 | 76.9% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 121,130 | 4,045 | 0.0% | — | 63 | +121,130 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 120,760 | 4,033 | 0.0% | 0.0% | 64 | +42,578 | 54.46% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 120,545 | 4,026 | 0.0% | 0.0% | 65 | -69,774 | -36.66% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 115,714 | 3,864 | 0.0% | 0.01% | 66 | -2,000 | -1.7% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Added to | 115,234 | 3,848 | 0.39% | 0.07% | 67 | +97,813 | 561.47% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 113,551 | 3,792 | 0.0% | 0.0% | 68 | +30,614 | 36.91% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 108,497 | 3,624 | 0.0% | 0.0% | 69 | +32,914 | 43.55% | Q1 2026 | Apr 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 101,950 | 3,527 | 0.0% | 0.0% | 70 | -69 | -0.07% | Q1 2026 | May 15, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 103,949 | 3,471 | 0.19% | 0.2% | 71 | -2,859 | -2.68% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 103,522 | 3,457 | 0.01% | 0.01% | 72 | -16,086 | -13.45% | Q1 2026 | May 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 99,986 | 3,339 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 99,060 | 3,308 | 0.04% | 0.03% | 74 | +30,136 | 43.72% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 93,821 | 3,134 | 0.0% | 0.0% | 75 | +13,734 | 17.15% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 93,374 | 3,118 | 0.0% | 0.0% | 76 | -107,441 | -53.5% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 92,698 | 3,097 | 0.0% | — | 77 | +92,698 | New | Q1 2026 | May 15, 2026 |
| Phocas Financial Corp. | History | New | 91,894 | 3,069 | 0.48% | — | 78 | +91,894 | New | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 91,838 | 3,067 | 0.0% | 0.0% | 79 | -103,928 | -53.09% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 89,870 | 3,001 | 0.0% | 0.0% | 80 | +5,885 | 7.01% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 87,081 | 2,908 | 0.0% | 0.0% | 81 | +8,588 | 10.94% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 86,713 | 2,896 | 0.11% | — | 82 | +86,713 | New | Q1 2026 | May 15, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 84,953 | 2,837 | 1.56% | 1.66% | 83 | -2,897 | -3.3% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 78,222 | 2,613 | 0.0% | 0.01% | 84 | -8,014 | -9.29% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 77,285 | 2,581 | 0.06% | 0.07% | 85 | -2,036 | -2.57% | Q1 2026 | May 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 75,925 | 2,535 | 0.01% | — | 86 | +75,925 | New | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 74,066 | 2,473 | 0.0% | 0.0% | 87 | +50,466 | 213.84% | Q1 2026 | May 08, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 73,862 | 2,466 | 0.09% | 0.1% | 88 | -5,285 | -6.68% | Q1 2026 | May 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 73,281 | 2,447 | 0.05% | 0.05% | 89 | -3,948 | -5.11% | Q1 2026 | Apr 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 72,470 | 2,420 | 0.0% | — | 90 | +72,470 | New | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 67,624 | 2,288 | 0.0% | 0.0% | 91 | +6,541 | 10.71% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 65,360 | 2,183 | 0.0% | 0.0% | 92 | +7,024 | 12.04% | Q1 2026 | May 06, 2026 |
| Man Group plc | History | Added to | 65,251 | 2,179 | 0.0% | 0.0% | 93 | +3,660 | 5.94% | Q1 2026 | May 15, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 62,213 | 2,077 | 1.92% | 2.18% | 94 | -5,582 | -8.23% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 60,553 | 2,022 | 0.01% | 0.01% | 95 | -11,390 | -15.83% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 58,713 | 1,961 | 0.0% | 0.0% | 96 | -2,795 | -4.54% | Q1 2026 | May 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 55,141 | 1,842 | 0.0% | 0.01% | 97 | -37,790 | -40.66% | Q1 2026 | May 05, 2026 |
| Vest Financial, LLC | History | New | 54,773 | 1,829 | 0.02% | — | 98 | +54,773 | New | Q1 2026 | Apr 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 52,808 | 1,763 | 0.0% | 0.0% | 99 | +744 | 1.43% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 52,084 | 1,739 | 0.0% | 0.0% | 100 | -4,627 | -8.16% | Q1 2026 | May 14, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 51,337 | 1,714 | 0.86% | 0.95% | 101 | -763 | -1.46% | Q1 2026 | May 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 50,638 | 1,691 | 0.01% | — | 102 | +50,638 | New | Q1 2026 | May 13, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 49,370 | 1,648 | 0.13% | 0.09% | 103 | +17,595 | 55.37% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 49,370 | 1,648 | 0.01% | 0.01% | 104 | +17,595 | 55.37% | Q1 2026 | Apr 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 47,724 | 1,593 | 0.02% | 0.02% | 105 | -2,133 | -4.28% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 47,059 | 1,571 | 0.01% | 0.01% | 106 | -3,063 | -6.11% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 46,996 | 1,569 | 0.01% | 0.01% | 107 | -2,737 | -5.5% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | New | 46,764 | 1,561 | 0.02% | — | 108 | +46,764 | New | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 43,848 | 1,464 | 0.0% | 0.0% | 109 | +15,982 | 57.35% | Q1 2026 | May 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 43,598 | 1,456 | 0.0% | 0.0% | 110 | +14,042 | 47.51% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 41,966 | 1,401 | 0.0% | 0.0% | 111 | -3,518 | -7.73% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 41,086 | 1,372 | 0.0% | 0.0% | 112 | -5,723 | -12.23% | Q1 2026 | Apr 27, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 40,528 | 1,353 | 0.02% | — | 113 | +40,528 | New | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 40,485 | 1,352 | 0.0% | 0.0% | 114 | -1,065 | -2.56% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 39,000 | 1,302 | 0.02% | 0.02% | 115 | -2,000 | -4.88% | Q1 2026 | Apr 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 38,605 | 1,289 | 0.02% | 0.03% | 116 | -16,611 | -30.08% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 36,716 | 1,270 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 37,395 | 1,248 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 37,275 | 1,244 | 0.0% | 0.0% | 119 | +37,219 | 66462.5% | Q1 2026 | May 01, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 36,198 | 1,209 | 0.02% | 0.03% | 120 | -2,447 | -6.33% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 35,732 | 1,193 | 0.0% | — | 121 | +35,732 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 33,992 | 1,135 | 0.0% | 0.0% | 122 | -182 | -0.53% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 32,987 | 1,101 | 0.02% | 0.04% | 123 | -15,096 | -31.4% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 32,897 | 1,098 | 0.0% | 0.0% | 124 | +12,297 | 59.69% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,981 | 1,034 | 0.0% | 0.0% | 125 | +14,166 | 84.25% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 30,724 | 1,026 | 0.01% | — | 126 | +30,724 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 30,334 | 1,013 | 0.0% | 0.0% | 127 | +2,777 | 10.08% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 29,661 | 990 | 0.0% | 0.0% | 128 | +5,437 | 22.44% | Q1 2026 | May 15, 2026 |
| American Trust | History | No change | 28,570 | 954 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Altus Wealth Group LLC | History | Reduced | 26,952 | 900 | 0.37% | 0.38% | 130 | -288 | -1.06% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 25,894 | 864 | 0.01% | 0.01% | 131 | -2,292 | -8.13% | Q1 2026 | May 05, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 25,633 | 856 | 0.03% | 0.02% | 132 | +7,312 | 39.91% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | New | 25,576 | 854 | 0.03% | — | 133 | +25,576 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 25,374 | 847 | 0.01% | 0.01% | 134 | -642 | -2.47% | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 24,976 | 834 | 0.0% | 0.0% | 135 | +11,720 | 88.41% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 24,199 | 808 | 0.02% | 0.02% | 136 | +132 | 0.55% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 24,023 | 802 | 0.0% | 0.0% | 137 | -718 | -2.9% | Q1 2026 | May 01, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 23,638 | 799 | 0.68% | 0.68% | 138 | +1,393 | 6.26% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 23,723 | 792 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 23,565 | 787 | 0.01% | 0.01% | 140 | -412 | -1.72% | Q1 2026 | Apr 24, 2026 |
| Handelsbanken Fonder AB | History | No change | 23,153 | 773 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 22,019 | 735 | 0.08% | 0.39% | 142 | -74,370 | -77.16% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 21,753 | 726 | 0.0% | 0.0% | 143 | -408 | -1.84% | Q1 2026 | May 01, 2026 |
| AlphaQuest LLC | History | No change | 20,927 | 724 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,612 | 721 | 0.0% | 0.0% | 145 | +1,747 | 8.79% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 21,125 | 705 | 0.0% | — | 146 | +21,125 | New | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 21,009 | 701 | 0.01% | 0.01% | 147 | -13,885 | -39.79% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,655 | 690 | 0.0% | 0.0% | 148 | +8,140 | 65.04% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 20,378 | 680 | 0.0% | — | 149 | +20,378 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 20,100 | 671 | 0.01% | 0.01% | 150 | -400 | -1.95% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,865 | 663 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 19,493 | 651 | 0.02% | 0.02% | 152 | +2,042 | 11.7% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 19,045 | 636 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 18,393 | 614 | 0.01% | 0.01% | 154 | -321 | -1.72% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | New | 17,174 | 573 | 0.0% | — | 155 | +17,174 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,103 | 571 | 0.0% | 0.0% | 156 | +2,926 | 20.64% | Q1 2026 | May 05, 2026 |
| INCEPTIONR LLC | History | New | 16,967 | 566 | 0.14% | — | 157 | +16,967 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 16,789 | 561 | 0.0% | 0.0% | 158 | -2,940 | -14.9% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,744 | 560 | 0.0% | 0.0% | 159 | -1,759 | -9.51% | Q1 2026 | Apr 08, 2026 |
| GABELLI FUNDS LLC | History | No change | 15,698 | 524 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 15,181 | 507 | 0.04% | 0.06% | 161 | -3,071 | -16.83% | Q1 2026 | Apr 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 14,659 | 489 | 0.01% | — | 162 | +14,659 | New | Q1 2026 | May 08, 2026 |
| VELA Investment Management, LLC | History | Added to | 14,601 | 487 | 0.11% | 0.09% | 164 | +3,100 | 26.95% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 14,600 | 487 | 0.0% | 0.0% | 163 | -1,000 | -6.41% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,478 | 484 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,272 | 476 | 0.0% | 0.0% | 166 | -1,226 | -7.91% | Q1 2026 | May 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 13,249 | 470 | 0.03% | — | 168 | +13,249 | New | Q1 2026 | May 15, 2026 |
| Allied Investment Advisors, LLC | History | Reduced | 14,078 | 470 | 0.07% | 0.08% | 167 | -1,522 | -9.76% | Q1 2026 | Apr 27, 2026 |
| South Dakota Investment Council | History | No change | 14,027 | 469 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,004 | 459 | 0.0% | 0.0% | 170 | +11,934 | 576.52% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,443 | 448 | 0.0% | 0.0% | 171 | -3,953 | -22.72% | Q1 2026 | Apr 24, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 13,298 | 444 | 0.0% | 0.0% | 172 | -138 | -1.03% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | New | 13,239 | 442 | 0.02% | — | 173 | +13,239 | New | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 12,771 | 426 | 0.01% | 0.01% | 174 | -273 | -2.09% | Q1 2026 | May 04, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 12,443 | 415 | 0.02% | 0.02% | 175 | -299 | -2.35% | Q1 2026 | May 11, 2026 |
| ARGA Investment Management, LP | History | New | 12,411 | 414 | 0.01% | — | 177 | +12,411 | New | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,424 | 414 | 0.0% | 0.0% | 176 | +643 | 5.46% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 12,039 | 402 | 0.0% | — | 178 | +12,039 | New | Q1 2026 | May 15, 2026 |
| denkapparat Operations GmbH | History | New | 11,970 | 399 | 0.17% | — | 179 | +11,970 | New | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,637 | 388 | 0.0% | 0.0% | 180 | -3,170 | -21.41% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,956 | 365 | 0.0% | 0.0% | 181 | -87 | -0.79% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | New | 10,927 | 364 | 0.01% | — | 182 | +10,927 | New | Q1 2026 | Apr 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 10,424 | 348 | 0.0% | 0.0% | 183 | -3,425 | -24.73% | Q1 2026 | Apr 24, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 10,066 | 336 | 0.0% | 0.0% | 184 | -165 | -1.61% | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | Added to | 9,963 | 332 | 0.02% | 0.03% | 185 | +1,461 | 17.18% | Q1 2026 | May 19, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 9,660 | 322 | 0.02% | 0.02% | 186 | +300 | 3.21% | Q1 2026 | Apr 20, 2026 |
| Odyssean, LLC | History | Reduced | 9,533 | 318 | 0.12% | 0.24% | 187 | -308 | -3.13% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,256 | 309 | 0.0% | 0.0% | 188 | -3,144 | -25.35% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 8,953 | 299 | 0.01% | — | 190 | +8,953 | New | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Reduced | 8,977 | 299 | 0.0% | 0.0% | 189 | -332 | -3.57% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,744 | 292 | 0.0% | 0.03% | 191 | -710,923 | -98.78% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,680 | 289 | 0.0% | 0.0% | 192 | +802 | 10.18% | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 8,625 | 288 | 0.05% | 0.07% | 193 | -1,375 | -13.75% | Q1 2026 | Apr 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 8,506 | 284 | 0.0% | — | 194 | +8,506 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,374 | 279 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 8,249 | 275 | 0.0% | 0.0% | 196 | +1,170 | 16.53% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | New | 8,000 | 267 | 0.0% | — | 197 | +8,000 | New | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,968 | 266 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,671 | 256 | 0.01% | 0.02% | 199 | -6,667 | -46.5% | Q1 2026 | Apr 24, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 7,479 | 249 | 0.0% | 0.0% | 200 | -9,668 | -56.38% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 7,192 | 248 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 7,202 | 240 | 0.0% | 0.0% | 202 | +31 | 0.43% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 7,061 | 235 | 0.01% | 0.01% | 203 | -416 | -5.56% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,864 | 229 | 0.0% | 0.0% | 204 | +10 | 0.15% | Q1 2026 | Apr 07, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 6,664 | 222 | 0.03% | 0.05% | 206 | -3,380 | -33.65% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 6,667 | 222 | 0.0% | 0.0% | 205 | -454 | -6.38% | Q1 2026 | Apr 23, 2026 |
| Telos Capital Management, Inc. | History | No change | 6,563 | 219 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| nVerses Capital, LLC | History | Reduced | 6,436 | 214 | 0.19% | 0.75% | 208 | -3,231 | -33.42% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,229 | 208 | 0.01% | 0.01% | 209 | -2,087 | -25.1% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 5,921 | 204 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DAVIDSON TRUST CO | History | New | 6,004 | 200 | 0.09% | — | 211 | +6,004 | New | Q1 2026 | Apr 20, 2026 |
| Bayforest Capital Ltd | History | Added to | 5,463 | 182 | 0.2% | 0.1% | 212 | +1,670 | 44.03% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 5,326 | 177 | 0.0% | — | 213 | +5,326 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,299 | 176 | 0.01% | 0.01% | 214 | +65 | 1.24% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,480 | 149 | 0.0% | 0.0% | 215 | +98 | 2.24% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,345 | 145 | 0.01% | 0.0% | 216 | +2,945 | 210.36% | Q1 2026 | Apr 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4,261 | 142 | 0.03% | 0.01% | 217 | +3,467 | 436.65% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,480 | 116 | 0.0% | 0.0% | 218 | +156 | 4.69% | Q1 2026 | May 08, 2026 |
| Hoese & Co LLP | History | No change | 3,000 | 100 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,859 | 95 | 0.0% | 0.0% | 220 | -2,314 | -44.73% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 2,726 | 91 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,560 | 85 | 0.01% | 0.01% | 222 | +1,063 | 71.01% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,433 | 84 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,272 | 75 | 0.0% | 0.0% | 224 | +590 | 35.08% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,215 | 73 | 0.0% | 0.0% | 225 | +434 | 24.37% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,099 | 70 | 0.0% | 0.0% | 226 | +315 | 17.66% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,077 | 69 | 0.01% | — | 227 | +2,064 | 15876.92% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2,005 | 66 | 0.0% | — | 228 | +2,005 | New | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,896 | 63 | 0.0% | 0.0% | 229 | +340 | 21.85% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 1,622 | 54 | 0.0% | 0.0% | 230 | +175 | 12.09% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,589 | 53 | 0.0% | 0.0% | 231 | +79 | 5.23% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,069 | 35 | 0.0% | 0.0% | 232 | -171 | -13.79% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Reduced | 980 | 32 | 0.0% | 0.0% | 233 | -288 | -22.71% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 980 | 32 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 694 | 23 | 0.02% | 0.03% | 235 | -1,145 | -62.26% | Q1 2026 | May 05, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 675 | 22 | 0.0% | — | 236 | +662 | 5092.31% | Q1 2026 | Apr 30, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 640 | 21 | 0.0% | 0.0% | 237 | +430 | 204.76% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 624 | 20 | 0.0% | 0.0% | 238 | +282 | 82.46% | Q1 2026 | Apr 24, 2026 |
| Caitlin John, LLC | History | Added to | 592 | 19 | 0.01% | 0.01% | 239 | +2 | 0.34% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 564 | 18 | 0.0% | 0.0% | 240 | +94 | 20.0% | Q1 2026 | Apr 07, 2026 |
| Destiny Wealth Partners, LLC | History | New | 485 | 16 | 0.0% | — | 241 | +485 | New | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 446 | 14 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Added to | 413 | 13 | 0.0% | 0.0% | 243 | +74 | 21.83% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 354 | 12 | 0.0% | 0.0% | 245 | +311 | 723.26% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 387 | 12 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | No change | 300 | 10 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 294 | 9 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Wealth Strategies & Associates | History | No change | 240 | 8 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 213 | 7 | 0.0% | 0.0% | 249 | -42 | -16.47% | Q1 2026 | Jun 02, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 6 | 0.0% | 0.0% | 250 | -1,600 | -88.89% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 198 | 6 | 0.0% | 0.0% | 251 | -117 | -37.14% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 172 | 5 | 0.0% | 0.0% | 252 | +15 | 9.55% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 164 | 5 | 0.0% | 0.0% | 253 | +5 | 3.14% | Q1 2026 | May 07, 2026 |
| Basepoint Wealth LLC | History | No change | 168 | 5 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 126 | 4 | 0.0% | 0.0% | 257 | +77 | 157.14% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Added to | 137 | 4 | 0.0% | 0.0% | 256 | +56 | 69.14% | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | Added to | 123 | 4 | 0.0% | 0.0% | 255 | +38 | 44.71% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Torren Management, LLC | History | Reduced | 70 | 2 | 0.0% | 0.03% | 265 | -1,703 | -96.05% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 82 | 2 | 0.0% | — | 260 | +81 | 8100.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 65 | 2 | 0.0% | — | 267 | +65 | New | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | New | 63 | 2 | 0.0% | — | 266 | +63 | New | Q1 2026 | Apr 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 69 | 2 | 0.0% | — | 264 | +41 | 146.43% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 60 | 2 | 0.0% | 0.0% | 262 | +8 | 15.38% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, Inc. | History | No change | 74 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 87 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 43 | 1 | 0.0% | 0.0% | 271 | -136 | -75.98% | Q1 2026 | Jun 02, 2026 |
| ASSETMARK, INC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 269 | -59 | -59.0% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 50 | 1 | 0.0% | — | 275 | +50 | New | Q1 2026 | Apr 23, 2026 |
| JPL Wealth Management, LLC | History | New | 45 | 1 | 0.0% | — | 277 | +45 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | New | 30 | 1 | 0.0% | — | 276 | +30 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 41 | 1 | 0.0% | — | 270 | +19 | 86.36% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 47 | 1 | 0.0% | 0.0% | 273 | +5 | 11.9% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 41 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -318,450 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -199,396 | -100.0% | Q1 2026 | May 15, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -184,666 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BW Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.05% | — | -60,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -21,846 | -100.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,278 | -100.0% | Q1 2026 | May 14, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,661 | -100.0% | Q1 2026 | May 11, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -15,335 | -100.0% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,017 | -100.0% | Q1 2026 | May 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,525 | -100.0% | Q1 2026 | May 07, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,293 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,960 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,816 | -100.0% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -8,586 | -100.0% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,236 | -100.0% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,239 | -100.0% | Q1 2026 | May 07, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -7,066 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,770 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,737 | -100.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,536 | -100.0% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,807 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,401 | -100.0% | Q1 2026 | Apr 28, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -839 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -736 | -100.0% | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q1 2026 | May 05, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -264 | -100.0% | Q1 2026 | May 11, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 13, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 20 | 0 | — | — | — | -7 | -25.93% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 15 | 0 | — | — | — | +7 | 87.5% | Q1 2026 | Apr 27, 2026 |
| GHP Investment Advisors, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 21, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +4 | 50.0% | Q1 2026 | Apr 14, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q1 2026 | May 01, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| True Wealth Design, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hughes Financial Services, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |