NATIONAL BEVERAGE CORP - FIZZ
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 | 4,081,717 | 137,349 | 0.0% | 0.0% | 1 | +141,216 | 3.58% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,945,897 | 99,129 | 0.16% | 0.16% | 2 | -230,200 | -7.25% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 2,784,866 | 88,809 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 2,338,009 | 78,674 | 0.23% | 0.2% | 4 | +23,233 | 1.0% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,604,046 | 53,976 | 0.0% | — | 5 | +1,604,046 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,582,865 | 53,265 | 0.01% | 0.01% | 6 | +138,433 | 9.58% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,044,886 | 35,160 | 0.0% | — | 7 | +1,044,886 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 902,627 | 30,373 | 0.0% | 0.0% | 8 | -174 | -0.02% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 848,498 | 28,555 | 0.0% | 0.0% | 9 | +94,086 | 12.47% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 596,559 | 20,074 | 0.02% | 0.01% | 10 | +381,555 | 177.46% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 537,655 | 18,092 | 0.0% | 0.0% | 11 | +293,941 | 120.61% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 510,211 | 17,168 | 0.0% | 0.0% | 12 | +77,519 | 17.92% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 287,018 | 9,658 | 0.0% | 0.0% | 13 | +11,749 | 4.27% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 296,800 | 9,464 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 260,313 | 8,760 | 0.01% | 0.01% | 15 | +35,974 | 16.04% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 254,587 | 8,467 | 0.0% | 0.0% | 16 | +251,875 | 9287.43% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 261,990 | 8,354 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 244,643 | 8,232 | 0.0% | 0.0% | 18 | -35,829 | -12.77% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Added to | 236,519 | 7,958 | 0.88% | 0.79% | 19 | +13,757 | 6.18% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 218,646 | 7,357 | 0.0% | 0.0% | 20 | +6,688 | 3.16% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 197,233 | 6,636 | 0.03% | 0.02% | 21 | +24,663 | 14.29% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Reduced | 191,229 | 6,434 | 0.0% | 0.0% | 22 | -698 | -0.36% | Q1 2026 | May 12, 2026 |
| RK Asset Management, LLC | History | No change | 195,868 | 6,246 | 5.89% | 5.89% | 23 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 177,299 | 5,966 | 0.09% | 0.11% | 24 | -39,996 | -18.41% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 170,978 | 5,753 | 0.0% | 0.0% | 25 | -1,449 | -0.84% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 166,816 | 5,613 | 0.0% | 0.0% | 26 | +74,404 | 80.51% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 163,940 | 5,516 | 0.0% | 0.0% | 27 | -227,525 | -58.12% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 163,924 | 5,516 | 0.0% | — | 28 | +163,924 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 161,006 | 5,417 | 0.0% | 0.0% | 29 | +68,563 | 74.17% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 160,567 | 5,403 | 0.0% | 0.0% | 30 | -49,033 | -23.39% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 141,377 | 4,757 | 0.0% | 0.0% | 31 | +42,762 | 43.36% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 133,140 | 4,480 | 0.0% | 0.0% | 32 | +88,684 | 199.49% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 128,927 | 4,338 | 0.0% | 0.0% | 33 | +68,346 | 112.82% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 114,515 | 3,853 | 0.0% | 0.0% | 34 | +2,551 | 2.28% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 110,168 | 3,707 | 0.0% | 0.01% | 35 | -229,933 | -67.61% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 107,100 | 3,603 | 0.04% | 0.04% | 36 | -11,931 | -10.02% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 89,695 | 3,018 | 0.0% | 0.0% | 37 | +14,811 | 19.78% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 83,753 | 2,818 | 0.01% | 0.01% | 38 | +2,587 | 3.19% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 80,327 | 2,703 | 0.0% | 0.0% | 39 | -48,193 | -37.5% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 78,436 | 2,639 | 0.0% | 0.0% | 40 | -293 | -0.37% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 73,041 | 2,457 | 0.0% | 0.0% | 41 | +58,841 | 414.37% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 71,914 | 2,419 | 0.0% | 0.0% | 42 | +49,549 | 221.55% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 70,266 | 2,364 | 0.0% | 0.0% | 43 | +44,239 | 169.97% | Q1 2026 | Apr 16, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 69,900 | 2,352 | 0.0% | 0.0% | 44 | +3,700 | 5.59% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 67,385 | 2,267 | 0.0% | 0.0% | 45 | +32,186 | 91.44% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 64,236 | 2,161 | 0.0% | 0.0% | 46 | -3,480 | -5.14% | Q1 2026 | May 12, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 62,837 | 2,114 | 0.0% | 0.0% | 47 | -787 | -1.24% | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 60,641 | 2,040 | 0.01% | 0.01% | 48 | +10,520 | 20.99% | Q1 2026 | Apr 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 59,724 | 2,009 | 0.13% | 0.13% | 49 | -598 | -0.99% | Q1 2026 | May 12, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 56,871 | 1,913 | 1.18% | — | 50 | +56,871 | New | Q1 2026 | Apr 28, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 56,148 | 1,889 | 0.0% | 0.0% | 51 | -79,217 | -58.52% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 55,340 | 1,870 | 0.0% | 0.0% | 52 | +2,538 | 4.81% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 55,454 | 1,866 | 0.0% | 0.0% | 53 | +3,085 | 5.89% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 55,400 | 1,864 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | New | 53,928 | 1,814 | 0.0% | — | 55 | +53,928 | New | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 51,198 | 1,722 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 50,594 | 1,702 | 0.01% | 0.01% | 57 | -57,350 | -53.13% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 48,927 | 1,646 | 0.0% | 0.0% | 58 | -9,370 | -16.07% | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Reduced | 47,175 | 1,587 | 0.0% | 0.0% | 59 | -2,640 | -5.3% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | New | 46,900 | 1,578 | 0.0% | — | 60 | +46,900 | New | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 46,414 | 1,561 | 0.0% | 0.0% | 61 | +12,823 | 38.17% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 44,513 | 1,497 | 0.0% | 0.0% | 62 | +334 | 0.76% | Q1 2026 | May 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 43,889 | 1,476 | 0.14% | 0.11% | 63 | +8,862 | 25.3% | Q1 2026 | Apr 10, 2026 |
| GABELLI FUNDS LLC | History | Added to | 41,500 | 1,396 | 0.01% | 0.01% | 64 | +2,000 | 5.06% | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 38,926 | 1,309 | 0.03% | 0.02% | 65 | +10,980 | 39.29% | Q1 2026 | May 13, 2026 |
| Values First Advisors, Inc. | History | Added to | 37,673 | 1,267 | 0.66% | 0.62% | 66 | +283 | 0.76% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 33,286 | 1,120 | 0.0% | 0.0% | 67 | +9,071 | 37.46% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 32,268 | 1,104 | 0.06% | 0.07% | 68 | -2,354 | -6.8% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 32,691 | 1,100 | 0.01% | 0.02% | 69 | -45,670 | -58.28% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | New | 31,484 | 1,059 | 0.03% | — | 71 | +31,484 | New | Q1 2026 | May 18, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 31,458 | 1,059 | 0.0% | 0.0% | 70 | +2,778 | 9.69% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 30,606 | 1,030 | 0.06% | 0.04% | 72 | +15,253 | 99.35% | Q1 2026 | May 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 30,093 | 959 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 28,090 | 945 | 0.0% | 0.0% | 74 | +1,553 | 5.85% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,458 | 923 | 0.0% | 0.0% | 75 | +10,136 | 58.52% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,997 | 908 | 0.0% | 0.0% | 76 | +2,828 | 11.7% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,727 | 899 | 0.0% | 0.0% | 77 | +526 | 2.01% | Q1 2026 | Apr 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,350 | 853 | 0.0% | 0.0% | 78 | -178 | -0.7% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,830 | 835 | 0.0% | 0.0% | 79 | +2,503 | 11.21% | Q1 2026 | May 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 24,658 | 829 | 0.0% | — | 80 | +24,658 | New | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 24,461 | 823 | 0.0% | 0.0% | 81 | +4,062 | 19.91% | Q1 2026 | May 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 24,362 | 819 | 0.01% | 0.02% | 83 | -7,241 | -22.91% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 24,366 | 819 | 0.0% | 0.0% | 82 | +2,310 | 10.47% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 24,230 | 772 | 0.0% | 0.0% | 84 | -1,030 | -4.08% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 22,570 | 759 | 0.01% | — | 86 | +22,570 | New | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 22,573 | 759 | 0.0% | 0.0% | 85 | -8,909 | -28.3% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 22,364 | 746 | 0.0% | 0.0% | 87 | +9,836 | 78.51% | Q1 2026 | Apr 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 19,413 | 652 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | New | 19,208 | 646 | 0.0% | — | 89 | +19,208 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 18,886 | 635 | 0.0% | 0.0% | 90 | -23,454 | -55.39% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 18,819 | 633 | 0.0% | 0.0% | 91 | -6,052 | -24.33% | Q1 2026 | Apr 27, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 17,900 | 602 | 0.06% | 0.07% | 92 | -6,500 | -26.64% | Q1 2026 | May 06, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 17,771 | 597 | 0.01% | 0.0% | 93 | +6,198 | 53.56% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 16,933 | 569 | 0.01% | 0.0% | 94 | +4,270 | 33.72% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,483 | 555 | 0.0% | 0.0% | 95 | +35 | 0.21% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,741 | 528 | 0.01% | 0.01% | 96 | -362 | -2.25% | Q1 2026 | Apr 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,625 | 526 | 0.0% | 0.0% | 97 | -457 | -2.84% | Q1 2026 | May 01, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 14,503 | 488 | 0.01% | 0.01% | 98 | +1,190 | 8.94% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 14,483 | 487 | 0.0% | 0.0% | 99 | -264 | -1.79% | Q1 2026 | May 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 13,966 | 469 | 0.0% | 0.0% | 100 | -161 | -1.14% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 13,700 | 461 | 0.0% | 0.0% | 101 | +700 | 5.38% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 13,546 | 455 | 0.0% | 0.0% | 102 | -1,240 | -8.39% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,850 | 432 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 12,818 | 431 | 0.01% | 0.01% | 104 | -829 | -6.07% | Q1 2026 | Apr 09, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 12,045 | 405 | 0.01% | 0.0% | 105 | +454 | 3.92% | Q1 2026 | May 05, 2026 |
| EntryPoint Capital, LLC | History | New | 11,894 | 400 | 0.12% | — | 107 | +11,894 | New | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,900 | 400 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 11,820 | 397 | 0.0% | 0.0% | 108 | -140 | -1.17% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 11,592 | 390 | 0.0% | 0.0% | 109 | -1,253 | -9.75% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 11,283 | 380 | 0.0% | 0.0% | 110 | +2,400 | 27.02% | Q1 2026 | Apr 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,256 | 378 | 0.0% | 0.0% | 111 | +113 | 1.01% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 11,152 | 375 | 0.0% | 0.0% | 112 | -1,878 | -14.41% | Q1 2026 | May 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 10,991 | 369 | 0.06% | 0.04% | 113 | +3,448 | 45.71% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,866 | 365 | 0.0% | 0.0% | 114 | -732 | -6.31% | Q1 2026 | May 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,400 | 349 | 0.01% | 0.01% | 115 | -300 | -2.8% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,144 | 341 | 0.0% | — | 116 | +10,144 | New | Q1 2026 | May 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 9,987 | 336 | 0.0% | 0.0% | 117 | +404 | 4.22% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 9,363 | 315 | 0.0% | 0.0% | 118 | +1,563 | 20.04% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 9,118 | 306 | 0.01% | — | 119 | +9,118 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,986 | 302 | 0.0% | — | 120 | +8,986 | New | Q1 2026 | May 08, 2026 |
| Callan Family Office, LLC | History | New | 8,955 | 301 | 0.01% | — | 121 | +8,955 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 8,908 | 299 | 0.0% | 0.0% | 122 | +1,359 | 18.0% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 8,108 | 272 | 0.01% | 0.01% | 123 | -6,412 | -44.16% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 7,900 | 265 | 0.01% | — | 126 | +7,900 | New | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Added to | 7,895 | 265 | 0.01% | 0.0% | 125 | +4,861 | 160.22% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | Added to | 7,898 | 265 | 0.0% | 0.0% | 124 | +810 | 11.43% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,820 | 263 | 0.0% | 0.0% | 127 | -1,247 | -13.75% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 7,764 | 261 | 0.0% | — | 128 | +7,764 | New | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 7,715 | 259 | 0.0% | 0.0% | 129 | -57 | -0.73% | Q1 2026 | May 01, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 7,560 | 254 | 0.02% | — | 130 | +7,560 | New | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 7,424 | 249 | 0.01% | 0.01% | 131 | -483 | -6.11% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | New | 7,325 | 246 | 0.0% | — | 133 | +7,325 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 7,335 | 246 | 0.0% | 0.0% | 132 | -2,027 | -21.65% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 7,305 | 245 | 0.0% | — | 135 | +7,305 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | No change | 7,285 | 245 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Inspire Advisors, LLC | History | New | 7,173 | 241 | 0.02% | — | 136 | +7,173 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,114 | 239 | 0.0% | 0.0% | 137 | +6,655 | 1449.89% | Q1 2026 | May 01, 2026 |
| IEQ CAPITAL, LLC | History | New | 7,025 | 236 | 0.0% | — | 138 | +7,025 | New | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,763 | 228 | 0.0% | 0.0% | 139 | -75 | -1.1% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,796 | 228 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,696 | 225 | 0.0% | — | 141 | +6,696 | New | Q1 2026 | Apr 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,628 | 223 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,552 | 220 | 0.0% | — | 143 | +6,552 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 6,298 | 211 | 0.0% | 0.0% | 144 | +1,206 | 23.68% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,084 | 204 | 0.0% | — | 145 | +6,084 | New | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | New | 6,071 | 204 | 0.0% | — | 146 | +6,071 | New | Q1 2026 | Apr 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,871 | 198 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 5,924 | 188 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,390 | 181 | 0.0% | 0.0% | 149 | +62 | 1.16% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,335 | 179 | 0.0% | 0.0% | 150 | -6,300 | -54.15% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 4,949 | 166 | 0.0% | 0.0% | 151 | +2,732 | 123.23% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,903 | 164 | 0.0% | 0.0% | 152 | -36,835 | -88.25% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,771 | 160 | 0.0% | 0.0% | 153 | +1,033 | 27.64% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,227 | 142 | 0.0% | 0.0% | 154 | +2,707 | 178.09% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,698 | 124 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,929 | 98 | 0.0% | 0.0% | 156 | +1,971 | 205.74% | Q1 2026 | Apr 07, 2026 |
| Covestor Ltd | History | Reduced | 2,286 | 77 | 0.05% | 0.07% | 157 | -1,693 | -42.55% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,151 | 72 | 0.0% | 0.0% | 158 | +604 | 39.04% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,997 | 67 | 0.0% | 0.0% | 160 | +1,468 | 277.5% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,005 | 67 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,676 | 56 | 0.0% | 0.0% | 161 | +1,113 | 197.69% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,452 | 48 | 0.0% | 0.01% | 163 | -14,261 | -90.76% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,449 | 48 | 0.0% | 0.0% | 162 | -32 | -2.16% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,397 | 47 | 0.0% | 0.0% | 164 | +15 | 1.09% | Q1 2026 | Jun 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,175 | 39 | 0.0% | 0.0% | 165 | -70 | -5.62% | Q1 2026 | May 07, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,132 | 38 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthCollab, LLC | History | Reduced | 1,084 | 36 | 0.01% | 0.02% | 167 | -212 | -16.36% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 981 | 33 | 0.0% | — | 169 | +981 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,003 | 33 | 0.0% | 0.0% | 168 | +90 | 9.86% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 930 | 31 | 0.01% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AlphaQuest LLC | History | No change | 891 | 28 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | Added to | 824 | 27 | 0.0% | 0.0% | 172 | +193 | 30.59% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 697 | 23 | 0.0% | 0.0% | 173 | +433 | 164.02% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 666 | 22 | 0.0% | 0.0% | 174 | +271 | 68.61% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 624 | 21 | 0.0% | 0.0% | 175 | +309 | 98.1% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 496 | 16 | 0.0% | 0.0% | 176 | +40 | 8.77% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 448 | 15 | 0.0% | 0.0% | 178 | +249 | 125.13% | Q1 2026 | May 11, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 455 | 15 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 406 | 13 | 0.0% | 0.0% | 180 | -424 | -51.08% | Q1 2026 | Apr 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 395 | 13 | 0.0% | 0.0% | 179 | +41 | 11.58% | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | No change | 400 | 13 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 376 | 12 | 0.0% | 0.0% | 182 | +123 | 48.62% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 358 | 12 | 0.0% | 0.0% | 183 | +75 | 26.5% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 374 | 12 | 0.0% | 0.0% | 184 | -3 | -0.8% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 332 | 11 | 0.0% | — | 185 | +311 | 1480.95% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 335 | 11 | 0.0% | 0.0% | 186 | +20 | 6.35% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 308 | 10 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 262 | 8 | 0.0% | 0.0% | 188 | -638 | -70.89% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 225 | 7 | 0.0% | 0.0% | 189 | +10 | 4.65% | Q1 2026 | Apr 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 164 | 6 | 0.0% | 0.02% | 194 | -947 | -85.24% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 184 | 6 | 0.0% | 0.0% | 193 | +94 | 104.44% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | Added to | 198 | 6 | 0.0% | 0.0% | 191 | +11 | 5.88% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 198 | 6 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Added to | 163 | 5 | 0.0% | 0.0% | 196 | +121 | 288.1% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 170 | 5 | 0.0% | 0.0% | 197 | +113 | 198.25% | Q1 2026 | Apr 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 156 | 5 | 0.0% | 0.0% | 195 | -3 | -1.89% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 138 | 4 | 0.0% | — | 202 | +138 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | New | 117 | 4 | 0.0% | — | 201 | +117 | New | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 133 | 4 | 0.0% | — | 200 | +115 | 638.89% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 126 | 4 | 0.0% | 0.0% | 199 | -71 | -36.04% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 142 | 4 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 105 | 3 | 0.0% | 0.0% | 205 | -658 | -86.24% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | Added to | 98 | 3 | 0.0% | 0.0% | 208 | +30 | 44.12% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 96 | 3 | 0.0% | 0.0% | 207 | -20 | -17.24% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 80 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 92 | 3 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Anchor Investment Management, LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quarry LP | History | New | 60 | 2 | 0.0% | — | 213 | +60 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 60 | 2 | 0.0% | — | 210 | +47 | 361.54% | Q1 2026 | May 07, 2026 |
| Bare Financial Services, Inc | History | Reduced | 81 | 2 | 0.0% | 0.0% | 211 | -26 | -24.3% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 74 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 89 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 218 | -94 | -69.12% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 39 | 1 | 0.0% | — | 223 | +37 | 1850.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | New | 36 | 1 | 0.0% | — | 226 | +36 | New | Q1 2026 | May 21, 2026 |
| Rialto Wealth Management, LLC | History | New | 35 | 1 | 0.0% | — | 225 | +35 | New | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | New | 34 | 1 | 0.0% | — | 224 | +34 | New | Q1 2026 | Apr 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 53 | 1 | 0.0% | — | 220 | +24 | 82.76% | Q1 2026 | Apr 15, 2026 |
| Kilter Group LLC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 222 | -8 | -13.79% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 57 | 1 | 0.0% | 0.0% | 216 | +7 | 14.0% | Q1 2026 | Apr 27, 2026 |
| TD Capital Management LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.05% | — | -120,000 | -100.0% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -83,703 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -66,802 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -21,713 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -21,227 | -100.0% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -19,083 | -100.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,436 | -100.0% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,162 | -100.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,474 | -100.0% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,388 | -100.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9,175 | -100.0% | Q1 2026 | Apr 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,002 | -100.0% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -3,709 | -100.0% | Q1 2026 | May 08, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,498 | -100.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,979 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Eukles Asset Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,289 | -100.0% | Q1 2026 | May 05, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,190 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q1 2026 | May 01, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 06, 2026 |
| Optiver Holding B.V. | History | Reduced | 28 | 0 | — | 0.0% | — | -118 | -80.82% | Q1 2026 | Jun 02, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Management LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +7 | 175.0% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q1 2026 | Apr 08, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 28, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| True Wealth Design, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |