FEDERAL REALTY INVESTMENT TRUST - FRT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 13,227,980 | 1,333,380 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 8,642,048 | 917,871 | 0.02% | 0.01% | 2 | -33,674 | -0.39% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 7,283,403 | 773,570 | 0.04% | — | 3 | +7,283,403 | New | Q1 2026 | May 08, 2026 |
| NORGES BANK | History | No change | 7,284,627 | 734,290 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Reduced | 6,378,740 | 677,485 | 0.02% | 0.02% | 5 | -185,861 | -2.83% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,380,784 | 571,493 | 0.01% | — | 6 | +5,380,784 | New | Q1 2026 | May 15, 2026 |
| Resolution Capital Ltd | History | Added to | 3,644,575 | 387,090 | 8.14% | 7.36% | 7 | +340,524 | 10.31% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 2,688,309 | 285,525 | 0.04% | 0.04% | 8 | -44,487 | -1.63% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,292,435 | 243,096 | 0.02% | 0.01% | 9 | +94,194 | 4.28% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,125,515 | 221,584 | 0.1% | 0.1% | 10 | +304,968 | 16.75% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,634,529 | 173,603 | 0.02% | 0.02% | 11 | +403,144 | 32.74% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Added to | 1,628,718 | 172,986 | 0.26% | 0.28% | 12 | +27,479 | 1.72% | Q1 2026 | Apr 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,491,186 | 158,378 | 0.02% | 0.02% | 13 | +63,804 | 4.47% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,284,001 | 136,368 | 0.03% | 0.03% | 14 | +53,109 | 4.31% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 1,283,338 | 136,303 | 0.01% | 0.01% | 15 | +198,489 | 18.3% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,068,466 | 113,481 | 0.01% | 0.01% | 16 | +226,654 | 26.92% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,006,420 | 113,027 | 0.04% | 0.04% | 17 | -90,903 | -8.28% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,048,230 | 109,498 | 0.01% | 0.01% | 18 | -75,714 | -6.74% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 1,013,591 | 107,653 | 0.03% | 0.0% | 19 | +828,202 | 446.74% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 864,495 | 91,817 | 0.02% | 0.02% | 20 | -6,137 | -0.7% | Q1 2026 | May 11, 2026 |
| PGGM Investments | History | Reduced | 812,293 | 86,274 | 1.51% | 1.64% | 21 | -214,034 | -20.85% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 812,043 | 86,248 | 0.01% | 0.01% | 22 | -90,166 | -9.99% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 705,714 | 74,953 | 0.02% | 0.02% | 23 | -91,847 | -11.52% | Q1 2026 | May 08, 2026 |
| GRS Advisors, LLC | History | Added to | 686,774 | 72,942 | 7.21% | 3.12% | 24 | +341,784 | 99.07% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 678,741 | 72,089 | 0.01% | 0.01% | 25 | +67,708 | 11.08% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 660,467 | 70,148 | 0.01% | 0.01% | 26 | -23,328 | -3.41% | Q1 2026 | May 05, 2026 |
| RUSH ISLAND MANAGEMENT, LP | History | Reduced | 638,538 | 67,819 | 4.55% | 8.09% | 27 | -646,557 | -50.31% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 597,689 | 63,480 | 0.03% | 0.02% | 28 | +120,651 | 25.29% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 509,498 | 54,113 | 0.0% | 0.0% | 29 | +241,684 | 90.24% | Q1 2026 | May 15, 2026 |
| Vest Financial, LLC | History | Added to | 505,409 | 53,679 | 0.64% | 0.62% | 30 | +17,024 | 3.49% | Q1 2026 | Apr 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 495,320 | 52,607 | 0.14% | 0.12% | 31 | +15,100 | 3.14% | Q1 2026 | May 11, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 455,000 | 48,325 | 0.07% | 0.07% | 32 | +25,871 | 6.03% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 448,369 | 47,621 | 0.01% | — | 33 | +448,369 | New | Q1 2026 | May 08, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 438,553 | 46,578 | 0.03% | 0.03% | 34 | +2,535 | 0.58% | Q1 2026 | Apr 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 413,167 | 43,917 | 0.02% | 0.02% | 35 | +10,095 | 2.5% | Q1 2026 | May 18, 2026 |
| UBS Group AG | History | Added to | 408,816 | 43,420 | 0.01% | 0.01% | 36 | +26,633 | 6.97% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 407,710 | 43,302 | 0.02% | 0.01% | 37 | +99,430 | 32.25% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 403,902 | 42,898 | 0.01% | 0.01% | 38 | +51,338 | 14.56% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 400,662 | 42,554 | 0.04% | 0.03% | 39 | +50,252 | 14.34% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 394,601 | 41,910 | 0.04% | 0.04% | 40 | -42,821 | -9.79% | Q1 2026 | May 14, 2026 |
| Woodline Partners LP | History | Reduced | 393,641 | 41,808 | 0.16% | 0.19% | 41 | -91,790 | -18.91% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 382,058 | 40,578 | 0.03% | 0.0% | 42 | +333,931 | 693.85% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 367,240 | 39,004 | 0.02% | 0.02% | 43 | -3,754 | -1.01% | Q1 2026 | May 15, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | History | Reduced | 353,194 | 37,512 | 1.48% | 1.45% | 44 | -5,737 | -1.6% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 348,135 | 36,975 | 0.06% | 0.03% | 45 | +179,721 | 106.71% | Q1 2026 | May 15, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Reduced | 345,966 | 36,745 | 0.38% | 0.6% | 46 | -261,675 | -43.06% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 300,264 | 31,891 | 0.01% | 0.01% | 47 | +151,213 | 101.45% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 318,455 | 30,287 | 0.01% | 0.0% | 48 | +63,428 | 24.87% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 281,034 | 29,848 | 0.53% | 0.49% | 49 | +2,533 | 0.91% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 277,009 | 29,421 | 0.85% | 0.82% | 50 | -1,228 | -0.44% | Q1 2026 | May 08, 2026 |
| APG Asset Management US Inc. | History | Reduced | 273,311 | 28,987 | 0.22% | 0.25% | 51 | -41,221 | -13.11% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 272,683 | 28,960 | 0.02% | 0.02% | 52 | -94,086 | -25.65% | Q1 2026 | Apr 30, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 271,653 | 28,376 | 0.02% | 0.03% | 53 | -67,534 | -19.91% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 232,948 | 24,741 | 0.02% | 0.01% | 54 | +196,737 | 543.31% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 226,880 | 24,098 | 0.0% | 0.0% | 55 | +31,000 | 15.83% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 226,496 | 24,056 | 0.07% | 0.07% | 56 | +38,559 | 20.52% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 219,904 | 23,356 | 0.17% | 0.18% | 57 | -3,569 | -1.6% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 201,731 | 21,425 | 0.01% | 0.01% | 58 | +1,811 | 0.91% | Q1 2026 | May 12, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | No change | 200,000 | 21,242 | 0.71% | 0.76% | 59 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 199,591 | 21,198 | 0.04% | 0.03% | 60 | +10,755 | 5.7% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 195,325 | 20,745 | 0.11% | 0.1% | 61 | -360 | -0.18% | Q1 2026 | May 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 180,719 | 19,194 | 0.01% | 0.01% | 62 | -10,922 | -5.7% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 176,095 | 18,703 | 0.01% | 0.01% | 63 | +28,089 | 18.98% | Q1 2026 | May 12, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Added to | 174,882 | 18,574 | 0.28% | 0.16% | 64 | +69,156 | 65.41% | Q1 2026 | May 14, 2026 |
| Masterton Capital Management, LP | History | No change | 173,546 | 18,432 | 16.79% | 12.19% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RWC Asset Management LLP | History | Reduced | 172,087 | 18,277 | 0.76% | 0.88% | 66 | -6,147 | -3.45% | Q1 2026 | Apr 27, 2026 |
| Amundi | History | Added to | 168,901 | 17,938 | 0.0% | 0.0% | 67 | +10,102 | 6.36% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 168,182 | 17,862 | 0.02% | 0.01% | 68 | -1,511 | -0.89% | Q1 2026 | May 12, 2026 |
| Hazelview Securities Inc. | History | Added to | 167,710 | 17,812 | 3.32% | 2.67% | 69 | +27,770 | 19.84% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 165,555 | 17,583 | 0.01% | — | 70 | +165,555 | New | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Added to | 162,100 | 17,216 | 0.01% | 0.01% | 71 | +400 | 0.25% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Reduced | 162,032 | 17,209 | 0.0% | 0.0% | 72 | -20,843 | -11.4% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 161,499 | 17,152 | 0.06% | 0.05% | 73 | +9,486 | 6.24% | Q1 2026 | May 15, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Added to | 158,933 | 16,880 | 1.21% | 0.03% | 74 | +155,060 | 4003.61% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 152,350 | 16,181 | 0.02% | 0.02% | 75 | -49,831 | -24.65% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 150,879 | 16,024 | 0.07% | 0.1% | 76 | -57,059 | -27.44% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 150,584 | 15,993 | 0.11% | 0.1% | 77 | -75,092 | -33.27% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 149,333 | 15,860 | 0.21% | 0.12% | 78 | +72,834 | 95.21% | Q1 2026 | May 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 146,432 | 15,552 | 0.02% | 0.01% | 79 | +107,732 | 278.38% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 146,342 | 15,542 | 0.0% | 0.0% | 80 | -8,668 | -5.59% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 140,348 | 14,906 | 0.0% | 0.0% | 81 | -7,271 | -4.93% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Added to | 138,919 | 14,754 | 0.04% | 0.0% | 82 | +121,293 | 688.15% | Q1 2026 | May 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 135,240 | 14,196 | 0.01% | 0.01% | 83 | -6,734 | -4.74% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 132,793 | 14,103 | 0.49% | — | 84 | +132,793 | New | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 131,830 | 14,001 | 0.02% | 0.02% | 85 | -1,821 | -1.36% | Q1 2026 | May 14, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Added to | 131,598 | 13,977 | 0.38% | 0.21% | 86 | +23,216 | 21.42% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 125,839 | 13,365 | 0.04% | 0.04% | 87 | -12,663 | -9.14% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 124,318 | 13,203 | 0.02% | 0.02% | 88 | +4,756 | 3.98% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 124,272 | 13,198 | 0.01% | 0.01% | 89 | -32,523 | -20.74% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 123,910 | 13,160 | 0.06% | 0.03% | 90 | +14,299 | 13.05% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 121,820 | 12,938 | 0.02% | 0.01% | 91 | +10,673 | 9.6% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 121,562 | 12,911 | 0.04% | 0.04% | 92 | -3,060 | -2.46% | Q1 2026 | May 08, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 119,335 | 12,674 | 0.19% | 0.17% | 93 | +9,967 | 9.11% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 119,008 | 12,640 | 0.03% | 0.02% | 94 | +16,343 | 15.92% | Q1 2026 | Apr 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 115,710 | 11,663 | 0.0% | 0.0% | 95 | -2,452 | -2.08% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 108,259 | 11,496 | 0.01% | 0.01% | 96 | +4,020 | 3.86% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Reduced | 106,216 | 11,281 | 0.04% | 0.06% | 97 | -47,403 | -30.86% | Q1 2026 | Apr 24, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 104,163 | 11,063 | 0.55% | 0.47% | 98 | +7,984 | 8.3% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 100,687 | 10,693 | 0.02% | 0.01% | 99 | +16,777 | 19.99% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 95,871 | 10,181 | 0.01% | 0.01% | 100 | +31,590 | 49.14% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 95,680 | 10,162 | 0.01% | 0.01% | 101 | +17,260 | 22.01% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 95,267 | 10,118 | 0.01% | 0.01% | 102 | +19,890 | 26.39% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 94,179 | 10,002 | 0.0% | 0.0% | 103 | +19,182 | 25.58% | Q1 2026 | May 04, 2026 |
| Blue Sparrow, LLC /DE | History | New | 90,950 | 9,659 | 0.17% | — | 104 | +90,950 | New | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 83,470 | 8,865 | 0.01% | 0.01% | 105 | +8,607 | 11.5% | Q1 2026 | May 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 79,987 | 8,495 | 0.1% | 0.08% | 106 | +6,402 | 8.7% | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | Added to | 78,099 | 8,294 | 0.04% | 0.02% | 107 | +37,825 | 93.92% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 77,534 | 8,234 | 0.0% | 0.0% | 108 | -3,475 | -4.29% | Q1 2026 | May 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 77,038 | 8,182 | 0.02% | — | 109 | +77,038 | New | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 76,223 | 8,095 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 75,938 | 8,065 | 0.01% | 0.01% | 111 | -8,075 | -9.61% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 74,103 | 7,870 | 0.01% | — | 112 | +74,103 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 70,388 | 7,475 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 70,349 | 7,471 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | Added to | 68,648 | 7,291 | 0.0% | 0.0% | 115 | +12,941 | 23.23% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 68,563 | 7,282 | 0.01% | 0.01% | 116 | +13,007 | 23.41% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 68,384 | 7,263 | 0.01% | 0.01% | 117 | +16,384 | 31.51% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 68,387 | 7,263 | 0.02% | 0.02% | 118 | +11,181 | 19.55% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Added to | 67,221 | 7,139 | 0.05% | 0.01% | 119 | +47,371 | 238.64% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 64,309 | 6,830 | 0.01% | 0.01% | 120 | +959 | 1.51% | Q1 2026 | May 15, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 64,000 | 6,797 | 0.75% | 0.51% | 121 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | No change | 63,100 | 6,701 | 0.19% | 0.18% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 61,468 | 6,528 | 0.01% | 0.01% | 123 | -3,004 | -4.66% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Reduced | 60,456 | 6,421 | 0.02% | 0.02% | 124 | -116 | -0.19% | Q1 2026 | Apr 24, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 57,704 | 6,129 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 56,967 | 6,050 | 0.03% | 0.02% | 126 | +10,800 | 23.39% | Q1 2026 | May 01, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 55,333 | 5,876 | 0.05% | 0.03% | 127 | +9,764 | 21.43% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 55,378 | 5,789 | 0.03% | 0.03% | 128 | +2,529 | 4.79% | Q1 2026 | Apr 29, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 54,361 | 5,773 | 0.69% | 0.97% | 129 | -26,883 | -33.09% | Q1 2026 | May 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 52,735 | 5,600 | 0.01% | 0.01% | 130 | +6,637 | 14.4% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 51,640 | 5,485 | 0.0% | 0.0% | 131 | +6,208 | 13.66% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 51,541 | 5,474 | 0.92% | 0.87% | 132 | +3,105 | 6.41% | Q1 2026 | Apr 30, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 50,310 | 5,342 | 0.06% | 0.05% | 133 | +445 | 0.89% | Q1 2026 | Apr 20, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 48,041 | 5,099 | 0.03% | 0.02% | 134 | -2,295 | -4.56% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 47,459 | 5,040 | 0.0% | 0.0% | 135 | -42 | -0.09% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 47,313 | 5,025 | 0.01% | 0.01% | 136 | +40 | 0.08% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Added to | 46,932 | 4,984 | 0.0% | 0.0% | 137 | +6,789 | 16.91% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Added to | 46,908 | 4,982 | 0.2% | 0.12% | 138 | +17,817 | 61.25% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 45,800 | 4,864 | 0.01% | — | 139 | +45,800 | New | Q1 2026 | May 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 44,932 | 4,772 | 0.01% | 0.0% | 140 | +39,029 | 661.17% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 44,600 | 4,736 | 0.0% | 0.0% | 141 | -14,000 | -23.89% | Q1 2026 | May 12, 2026 |
| Kinloch Capital, LLC | History | Added to | 44,002 | 4,673 | 1.91% | 1.53% | 142 | +8,754 | 24.84% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 43,446 | 4,622 | 0.01% | 0.0% | 143 | +9,957 | 29.73% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | New | 42,930 | 4,559 | 0.33% | — | 144 | +42,930 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 42,631 | 4,527 | 0.0% | 0.0% | 145 | +1,421 | 3.45% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 42,003 | 4,461 | 0.01% | 0.01% | 146 | +1,495 | 3.69% | Q1 2026 | May 13, 2026 |
| Vert Asset Management LLC | History | Added to | 39,864 | 4,233 | 1.34% | 1.3% | 147 | +1,004 | 2.58% | Q1 2026 | Apr 16, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 39,337 | 4,177 | 0.01% | 0.01% | 148 | -1,144 | -2.83% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Reduced | 39,206 | 4,164 | 0.01% | 0.01% | 149 | -1,298 | -3.2% | Q1 2026 | Apr 29, 2026 |
| 1832 Asset Management L.P. | History | Added to | 39,050 | 4,147 | 0.0% | 0.0% | 150 | +6,360 | 19.46% | Q1 2026 | May 14, 2026 |
| LINCLUDEN MANAGEMENT LTD | History | Reduced | 36,888 | 3,917 | 0.42% | 0.34% | 151 | -2,703 | -6.83% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 36,501 | 3,876 | 0.0% | 0.0% | 152 | +3,005 | 8.97% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 36,416 | 3,868 | 0.01% | 0.01% | 153 | +780 | 2.19% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 36,256 | 3,850 | 0.03% | 0.03% | 154 | +514 | 1.44% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 40,552 | 3,746 | 0.01% | 0.0% | 155 | +9,432 | 30.31% | Q1 2026 | Apr 08, 2026 |
| Sophron Capital Management L.P. | History | New | 35,021 | 3,719 | 1.1% | — | 156 | +35,021 | New | Q1 2026 | May 15, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 34,936 | 3,710 | 1.12% | 1.04% | 157 | -352 | -1.0% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 34,746 | 3,690 | 0.0% | 0.0% | 158 | -595 | -1.68% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,079 | 3,619 | 0.0% | 0.0% | 159 | -284,165 | -89.29% | Q1 2026 | May 15, 2026 |
| New Insight Wealth Advisors | History | Added to | 34,080 | 3,619 | 1.3% | 1.11% | 160 | +3,344 | 10.88% | Q1 2026 | May 07, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 34,800 | 3,507 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,764 | 3,479 | 0.0% | 0.0% | 162 | +310 | 0.96% | Q1 2026 | May 05, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 31,901 | 3,388 | 0.02% | 0.02% | 163 | -1,957 | -5.78% | Q1 2026 | May 11, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 28,922 | 3,372 | 0.11% | 0.1% | 164 | -2,387 | -7.62% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 30,663 | 3,256 | 0.0% | 0.01% | 165 | +5,018 | 19.57% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,611 | 3,253 | 0.0% | 0.0% | 166 | +13,250 | 72.16% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 30,530 | 3,242 | 0.2% | — | 167 | +30,530 | New | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 29,954 | 3,181 | 0.01% | 0.0% | 168 | +4,254 | 16.55% | Q1 2026 | May 14, 2026 |
| Oak Thistle LLC | History | Added to | 29,682 | 3,152 | 0.31% | 0.33% | 169 | +5,926 | 24.95% | Q1 2026 | Apr 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 28,744 | 3,052 | 0.08% | 0.06% | 170 | +7,636 | 36.18% | Q1 2026 | Apr 23, 2026 |
| Squarepoint Ops LLC | History | Added to | 28,650 | 3,042 | 0.0% | 0.0% | 171 | +2,347 | 8.92% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 28,505 | 3,028 | 0.0% | 0.01% | 172 | -9,631 | -25.25% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 28,275 | 3,003 | 0.04% | 0.04% | 173 | -67 | -0.24% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 27,935 | 2,815 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 25,600 | 2,719 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Xcel Wealth Management, LLC | History | Reduced | 24,951 | 2,650 | 0.73% | 0.81% | 176 | -6,604 | -20.93% | Q1 2026 | Apr 21, 2026 |
| NEOS Investment Management LLC | History | Added to | 25,201 | 2,648 | 0.01% | 0.01% | 177 | +13,046 | 107.33% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 24,205 | 2,570 | 0.0% | 0.0% | 178 | +21,428 | 771.62% | Q1 2026 | May 01, 2026 |
| Entropy Technologies, LP | History | Added to | 23,129 | 2,456 | 0.11% | 0.02% | 179 | +18,916 | 448.99% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 23,188 | 2,436 | 0.0% | 0.0% | 180 | +300 | 1.31% | Q1 2026 | May 01, 2026 |
| Arizona State Retirement System | History | Reduced | 22,517 | 2,391 | 0.01% | 0.01% | 181 | -244 | -1.07% | Q1 2026 | May 01, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 22,329 | 2,371 | 0.01% | 0.01% | 182 | +2,298 | 11.47% | Q1 2026 | May 13, 2026 |
| Metis Global Partners, LLC | History | Added to | 22,028 | 2,339 | 0.06% | 0.05% | 183 | +1,762 | 8.69% | Q1 2026 | May 07, 2026 |
| Holocene Advisors, LP | History | Reduced | 21,472 | 2,280 | 0.01% | 0.01% | 184 | -25,498 | -54.29% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 21,437 | 2,276 | 0.02% | 0.01% | 185 | +4,682 | 27.94% | Q1 2026 | Apr 14, 2026 |
| Czech National Bank | History | Added to | 21,382 | 2,270 | 0.01% | 0.01% | 186 | +682 | 3.29% | Q1 2026 | Apr 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 20,583 | 2,186 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,555 | 2,183 | 0.0% | 0.0% | 188 | +1,006 | 5.15% | Q1 2026 | May 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 20,524 | 2,179 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 20,438 | 2,170 | 0.02% | 0.02% | 190 | +2,714 | 15.31% | Q1 2026 | May 07, 2026 |
| ALLSTATE CORP | History | Added to | 19,834 | 2,106 | 0.02% | 0.01% | 191 | +15,049 | 314.5% | Q1 2026 | May 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 19,491 | 2,105 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LMR Partners LLP | History | Added to | 18,791 | 1,995 | 0.0% | 0.0% | 193 | +16,240 | 636.61% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Reduced | 18,471 | 1,961 | 0.01% | 0.03% | 194 | -74,464 | -80.12% | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | New | 18,279 | 1,941 | 0.06% | — | 195 | +18,279 | New | Q1 2026 | Apr 22, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 18,000 | 1,911 | 0.01% | 0.01% | 196 | +500 | 2.86% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 18,014 | 1,881 | 0.0% | 0.0% | 197 | -17,864 | -49.79% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 17,484 | 1,856 | 0.0% | 0.0% | 198 | +1,006 | 6.11% | Q1 2026 | Apr 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 17,211 | 1,827 | 0.0% | 0.0% | 199 | +3,423 | 24.83% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 17,130 | 1,819 | 0.03% | 0.06% | 200 | -20,962 | -55.03% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 16,843 | 1,788 | 0.0% | 0.0% | 201 | -1,850 | -9.9% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,664 | 1,769 | 0.01% | 0.01% | 202 | +315 | 1.93% | Q1 2026 | May 08, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 16,395 | 1,741 | 0.49% | 0.38% | 203 | +3,508 | 27.22% | Q1 2026 | Apr 23, 2026 |
| AlTi Global, Inc. | History | Reduced | 16,239 | 1,724 | 0.04% | 0.04% | 204 | -2,169 | -11.78% | Q1 2026 | May 07, 2026 |
| Vestcor Inc | History | New | 16,137 | 1,714 | 0.05% | — | 205 | +16,137 | New | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 16,051 | 1,704 | 0.01% | 0.01% | 206 | -5,394 | -25.15% | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 15,982 | 1,697 | 0.0% | 0.0% | 207 | -31 | -0.19% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 15,110 | 1,604 | 0.01% | 0.01% | 208 | +1,987 | 15.14% | Q1 2026 | May 13, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 14,954 | 1,588 | 0.58% | 0.57% | 209 | -57 | -0.38% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 14,886 | 1,581 | 0.02% | 0.02% | 210 | +5,429 | 57.41% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 14,793 | 1,571 | 0.04% | 0.04% | 211 | +1,388 | 10.35% | Q1 2026 | May 04, 2026 |
| AMALGAMATED BANK | History | Reduced | 14,625 | 1,553 | 0.01% | 0.01% | 212 | -362 | -2.42% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 15,233 | 1,535 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 14,300 | 1,518 | 0.0% | — | 214 | +14,300 | New | Q1 2026 | May 14, 2026 |
| IFM Investors Pty Ltd | History | Added to | 13,990 | 1,485 | 0.01% | 0.01% | 215 | +127 | 0.92% | Q1 2026 | Apr 23, 2026 |
| Utah Retirement Systems | History | No change | 13,933 | 1,479 | 0.02% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 13,650 | 1,449 | 0.25% | 0.24% | 217 | -135 | -0.98% | Q1 2026 | May 06, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 13,581 | 1,442 | 0.15% | 0.23% | 218 | -7,843 | -36.61% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 13,449 | 1,428 | 0.0% | 0.0% | 219 | -763 | -5.37% | Q1 2026 | May 11, 2026 |
| Erste Asset Management GmbH | History | Added to | 13,300 | 1,389 | 0.01% | 0.01% | 220 | +4,700 | 54.65% | Q1 2026 | May 11, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 12,479 | 1,325 | 0.01% | 0.01% | 221 | +470 | 3.91% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 12,415 | 1,318 | 0.0% | 0.0% | 222 | +76 | 0.62% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 12,208 | 1,282 | 0.01% | 0.02% | 223 | -4,284 | -25.98% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Added to | 12,016 | 1,276 | 0.0% | 0.0% | 224 | +5,854 | 95.0% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,930 | 1,268 | 0.0% | 0.0% | 225 | +1,172 | 10.89% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,799 | 1,253 | 0.02% | 0.01% | 226 | +812 | 7.39% | Q1 2026 | May 08, 2026 |
| XPONANCE LLC | History | Added to | 11,724 | 1,245 | 0.01% | 0.01% | 227 | +4,745 | 67.99% | Q1 2026 | May 13, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 11,437 | 1,214 | 0.0% | 0.0% | 228 | +1,804 | 18.73% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,407 | 1,211 | 0.04% | 0.04% | 229 | +405 | 3.68% | Q1 2026 | May 13, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 11,308 | 1,201 | 0.19% | 0.22% | 230 | -4 | -0.04% | Q1 2026 | Apr 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 11,242 | 1,194 | 0.0% | 0.0% | 231 | +5,469 | 94.73% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 11,151 | 1,184 | 0.02% | 0.02% | 232 | +610 | 5.79% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 11,055 | 1,173 | 0.01% | 0.01% | 233 | +1,566 | 16.5% | Q1 2026 | May 15, 2026 |
| PFW Advisors LLC | History | New | 10,958 | 1,163 | 0.37% | — | 234 | +10,958 | New | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,934 | 1,161 | 0.0% | 0.0% | 235 | -809 | -6.89% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,523 | 1,117 | 0.01% | 0.0% | 236 | +6,674 | 173.4% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,393 | 1,103 | 0.01% | 0.0% | 237 | +2,448 | 30.81% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 10,359 | 1,100 | 0.03% | — | 238 | +10,359 | New | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 10,337 | 1,096 | 0.0% | 0.0% | 239 | +940 | 10.0% | Q1 2026 | May 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,200 | 1,083 | 0.03% | 0.02% | 240 | +2,084 | 25.68% | Q1 2026 | May 15, 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | Reduced | 10,169 | 1,080 | 0.78% | 0.82% | 241 | -1,529 | -13.07% | Q1 2026 | May 06, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 10,147 | 1,077 | 0.06% | 0.03% | 242 | +4,059 | 66.67% | Q1 2026 | May 11, 2026 |
| ING GROEP NV | History | Reduced | 10,126 | 1,075 | 0.01% | 0.01% | 243 | -20 | -0.2% | Q1 2026 | May 11, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 9,700 | 1,030 | 0.2% | 0.21% | 244 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 9,562 | 1,015 | 0.18% | 0.24% | 245 | -5,059 | -34.6% | Q1 2026 | May 11, 2026 |
| Empire Financial Management Company, LLC | History | New | 9,529 | 1,012 | 0.23% | — | 246 | +9,529 | New | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | New | 9,516 | 1,010 | 0.02% | — | 247 | +9,516 | New | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | No change | 9,485 | 1,007 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,356 | 993 | 0.01% | 0.01% | 249 | +1,141 | 13.89% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,303 | 988 | 0.01% | 0.01% | 250 | +4,006 | 75.63% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 9,288 | 986 | 0.0% | 0.0% | 251 | -115 | -1.22% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 9,268 | 984 | 0.01% | — | 252 | +9,268 | New | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,163 | 973 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 8,979 | 953 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,611 | 948 | 0.02% | 0.01% | 255 | +3,534 | 69.61% | Q1 2026 | May 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,922 | 947 | 0.01% | 0.01% | 256 | +1,709 | 23.69% | Q1 2026 | May 14, 2026 |
| Norinchukin Bank, The | History | Reduced | 8,605 | 913 | 0.01% | 0.01% | 257 | -110 | -1.26% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 8,565 | 909 | 0.0% | 0.0% | 258 | -1,464 | -14.6% | Q1 2026 | May 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,349 | 886 | 0.01% | 0.01% | 259 | -80 | -0.95% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,272 | 878 | 0.0% | 0.0% | 260 | +523 | 6.75% | Q1 2026 | Apr 27, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 8,035 | 853 | 0.1% | 0.09% | 261 | +287 | 3.7% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 8,022 | 851 | 0.03% | 0.04% | 262 | -3,643 | -31.23% | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 8,000 | 849 | 0.14% | — | 263 | +8,000 | New | Q1 2026 | May 11, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Reduced | 7,908 | 839 | 0.01% | 0.02% | 264 | -7,988 | -50.25% | Q1 2026 | May 22, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 7,860 | 834 | 0.0% | 0.01% | 265 | -104,081 | -92.98% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 8,281 | 834 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 7,813 | 829 | 0.01% | 0.01% | 267 | -104 | -1.31% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,750 | 823 | 0.01% | 0.01% | 268 | +1,844 | 31.22% | Q1 2026 | Apr 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 7,722 | 820 | 0.0% | 0.0% | 269 | -2,429 | -23.93% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 7,609 | 808 | 0.0% | 0.0% | 270 | +591 | 8.42% | Q1 2026 | Apr 30, 2026 |
| Bull Harbor Capital LLC | History | New | 7,569 | 803 | 0.22% | — | 271 | +7,569 | New | Q1 2026 | May 18, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 7,496 | 796 | 0.03% | 0.03% | 272 | -389 | -4.93% | Q1 2026 | Apr 22, 2026 |
| IMC-Chicago, LLC | History | New | 7,485 | 794 | 0.0% | — | 273 | +7,485 | New | Q1 2026 | May 05, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 7,335 | 779 | 0.22% | 0.2% | 274 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 27,074 | 769 | 0.01% | 0.02% | 275 | -2,189 | -7.48% | Q1 2026 | Apr 22, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 7,154 | 759 | 0.15% | 0.13% | 276 | +694 | 10.74% | Q1 2026 | May 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 7,064 | 750 | 0.04% | 0.04% | 277 | -156 | -2.16% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | Reduced | 7,055 | 749 | 0.01% | 0.02% | 278 | -428 | -5.72% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 7,000 | 743 | 0.0% | 0.0% | 280 | +5,400 | 337.5% | Q1 2026 | May 15, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 7,000 | 743 | 0.14% | 0.14% | 279 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,912 | 734 | 0.0% | 0.0% | 281 | -10,679 | -60.71% | Q1 2026 | May 15, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 6,854 | 727 | 0.0% | 0.0% | 282 | -568 | -7.65% | Q1 2026 | May 05, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 6,708 | 712 | 0.22% | 0.21% | 283 | -26 | -0.39% | Q1 2026 | Apr 14, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | No change | 6,708 | 712 | 0.33% | 0.31% | 284 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | No change | 6,636 | 704 | 0.15% | 0.14% | 285 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 6,606 | 701 | 0.01% | 0.01% | 286 | -331 | -4.77% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,581 | 698 | 0.0% | 0.0% | 287 | +467 | 7.64% | Q1 2026 | May 07, 2026 |
| Ninety One UK Ltd | History | New | 6,565 | 697 | 0.0% | — | 288 | +6,565 | New | Q1 2026 | Apr 24, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 6,499 | 690 | 0.04% | — | 289 | +6,499 | New | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,261 | 688 | 0.02% | 0.02% | 290 | -87 | -1.37% | Q1 2026 | Apr 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,411 | 681 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SlateStone Wealth, LLC | History | Added to | 6,405 | 680 | 0.06% | 0.05% | 292 | +410 | 6.84% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Added to | 6,265 | 665 | 0.01% | 0.01% | 293 | +3,905 | 165.47% | Q1 2026 | May 13, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 6,165 | 654 | 0.06% | 0.07% | 294 | -295 | -4.57% | Q1 2026 | Apr 23, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 6,152 | 653 | 0.01% | — | 295 | +6,152 | New | Q1 2026 | May 14, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 6,049 | 641 | 0.18% | 0.17% | 296 | -38 | -0.62% | Q1 2026 | Apr 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,998 | 637 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,912 | 627 | 0.0% | 0.0% | 298 | -112 | -1.86% | Q1 2026 | Jun 02, 2026 |
| Atria Investments, Inc | History | Reduced | 5,884 | 624 | 0.01% | 0.01% | 299 | -594 | -9.17% | Q1 2026 | May 05, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 5,867 | 623 | 0.03% | 0.04% | 300 | +151 | 2.64% | Q1 2026 | Apr 13, 2026 |
| MQS Management LLC | History | New | 5,734 | 609 | 0.41% | — | 301 | +5,734 | New | Q1 2026 | Apr 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 5,659 | 601 | 0.0% | 0.0% | 302 | -8,603 | -60.32% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,557 | 590 | 0.0% | 0.0% | 303 | +1,064 | 23.68% | Q1 2026 | Apr 27, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 5,474 | 584 | 0.02% | 0.01% | 304 | -255 | -4.45% | Q1 2026 | Apr 08, 2026 |
| Janney Capital Management LLC | History | No change | 5,655 | 570 | 0.04% | 0.04% | 305 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 5,281 | 560 | 0.0% | 0.0% | 306 | +1,072 | 25.47% | Q1 2026 | May 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 4,858 | 529 | 0.05% | 0.05% | 307 | +17 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 4,867 | 516 | 0.0% | 0.0% | 308 | +1,125 | 30.06% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,805 | 510 | 0.0% | 0.0% | 309 | +202 | 4.39% | Q1 2026 | May 05, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 4,790 | 508 | 0.04% | 0.02% | 310 | +2,740 | 133.66% | Q1 2026 | May 15, 2026 |
| MIZUHO SECURITIES USA LLC | History | Reduced | 4,746 | 504 | 0.01% | 0.01% | 311 | -970 | -16.97% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 4,678 | 496 | 0.02% | 0.02% | 313 | +1,280 | 37.67% | Q1 2026 | Apr 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,679 | 496 | 0.0% | 0.0% | 312 | -725 | -13.42% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,603 | 488 | 0.01% | — | 314 | +4,603 | New | Q1 2026 | Apr 27, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,592 | 487 | 0.0% | 0.01% | 315 | -1,318 | -22.3% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 4,525 | 480 | 0.01% | 0.0% | 316 | +1,162 | 34.55% | Q1 2026 | Apr 28, 2026 |
| Tidal Investments LLC | History | Added to | 4,533 | 476 | 0.0% | 0.0% | 317 | +2,303 | 103.27% | Q1 2026 | May 15, 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO | History | No change | 4,481 | 475 | 0.02% | 0.01% | 318 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 4,395 | 466 | 0.0% | 0.01% | 319 | -573,526 | -99.24% | Q1 2026 | May 13, 2026 |
| Frec Markets, Inc. | History | New | 4,371 | 464 | 0.08% | — | 320 | +4,371 | New | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Added to | 4,361 | 463 | 0.1% | 0.1% | 321 | +172 | 4.11% | Q1 2026 | Apr 28, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 4,311 | 457 | 0.03% | 0.02% | 322 | +1,333 | 44.76% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,260 | 452 | 0.01% | 0.01% | 324 | +509 | 13.57% | Q1 2026 | Apr 22, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 4,265 | 452 | 0.03% | 0.03% | 323 | -292 | -6.41% | Q1 2026 | May 14, 2026 |
| Machina Capital S.A.S. | History | Reduced | 4,223 | 448 | 0.09% | 0.31% | 325 | -11,643 | -73.38% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 4,196 | 445 | 0.0% | 0.0% | 326 | +2,557 | 156.01% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,195 | 445 | 0.0% | 0.0% | 327 | -22 | -0.52% | Q1 2026 | Apr 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,120 | 437 | 0.0% | — | 328 | +4,120 | New | Q1 2026 | May 15, 2026 |
| DoubleLine ETF Adviser LP | History | Reduced | 4,070 | 432 | 0.16% | 0.15% | 329 | -1,007 | -19.83% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 4,065 | 431 | 0.0% | 0.19% | 331 | -258,792 | -98.45% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,059 | 431 | 0.03% | 0.01% | 330 | +3,253 | 403.6% | Q1 2026 | Apr 13, 2026 |
| DnB Asset Management AS | History | New | 4,010 | 425 | 0.0% | — | 332 | +4,010 | New | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 4,000 | 424 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 3,978 | 422 | 0.0% | — | 335 | +3,978 | New | Q1 2026 | Apr 13, 2026 |
| Ethic Inc. | History | Reduced | 3,976 | 422 | 0.01% | 0.01% | 334 | -280 | -6.58% | Q1 2026 | Apr 27, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 3,958 | 420 | 0.0% | — | 336 | +3,958 | New | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,945 | 418 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,895 | 413 | 0.0% | 0.0% | 338 | -292 | -6.97% | Q1 2026 | Apr 30, 2026 |
| SYON CAPITAL LLC | History | Added to | 3,863 | 410 | 0.02% | 0.02% | 339 | +348 | 9.9% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,830 | 406 | 0.02% | 0.01% | 340 | +1,163 | 43.61% | Q1 2026 | May 07, 2026 |
| Walleye Trading LLC | History | New | 3,790 | 402 | 0.0% | — | 342 | +3,790 | New | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 3,792 | 402 | 0.0% | 0.0% | 341 | -66 | -1.71% | Q1 2026 | May 26, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,718 | 394 | 0.01% | 0.01% | 343 | +618 | 19.94% | Q1 2026 | May 15, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 3,685 | 391 | 0.05% | 0.04% | 345 | +764 | 26.16% | Q1 2026 | May 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 3,685 | 391 | 0.02% | 0.01% | 344 | -420 | -10.23% | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | New | 3,668 | 389 | 0.14% | — | 347 | +3,668 | New | Q1 2026 | May 11, 2026 |
| DGS Capital Management, LLC | History | Reduced | 3,671 | 389 | 0.06% | 0.08% | 346 | -789 | -17.69% | Q1 2026 | Apr 28, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 3,650 | 388 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,620 | 384 | 0.01% | 0.01% | 349 | -421 | -10.42% | Q1 2026 | Apr 21, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,591 | 381 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 3,547 | 376 | 0.01% | — | 351 | +3,547 | New | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,478 | 369 | 0.01% | 0.01% | 352 | -988 | -22.12% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,367 | 357 | 0.0% | 0.0% | 353 | +613 | 22.26% | Q1 2026 | May 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 3,320 | 352 | 0.06% | 0.05% | 354 | +281 | 9.25% | Q1 2026 | May 12, 2026 |
| Calamos Advisors LLC | History | New | 3,293 | 349 | 0.0% | — | 357 | +3,293 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 3,293 | 349 | 0.01% | — | 358 | +3,293 | New | Q1 2026 | May 04, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 3,289 | 349 | 0.15% | 0.17% | 356 | -2,059 | -38.5% | Q1 2026 | Jun 01, 2026 |
| US BANCORP \DE\ | History | Added to | 3,295 | 349 | 0.0% | 0.0% | 355 | +612 | 22.81% | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | Added to | 3,252 | 345 | 0.11% | 0.11% | 359 | +132 | 4.23% | Q1 2026 | May 07, 2026 |
| MUFG Securities EMEA plc | History | No change | 3,222 | 342 | 0.01% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Passive Capital Management, LLC. | History | No change | 3,193 | 339 | 0.1% | 0.1% | 361 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 3,186 | 338 | 0.0% | 0.0% | 362 | +47 | 1.5% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 3,178 | 337 | 0.11% | 0.1% | 363 | +49 | 1.57% | Q1 2026 | May 08, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,149 | 334 | 0.03% | 0.03% | 364 | -90 | -2.78% | Q1 2026 | Apr 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,093 | 328 | 0.01% | 0.01% | 365 | -31 | -0.99% | Q1 2026 | May 13, 2026 |
| CERTUITY, LLC | History | New | 3,055 | 324 | 0.02% | — | 367 | +3,055 | New | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 3,056 | 324 | 0.0% | 0.0% | 366 | -12 | -0.39% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 3,047 | 323 | 0.03% | 0.02% | 368 | +468 | 18.15% | Q1 2026 | May 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 3,011 | 319 | 0.13% | 0.14% | 369 | -889 | -22.79% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,998 | 318 | 0.0% | 0.0% | 370 | +238 | 8.62% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,979 | 315 | 0.0% | 0.0% | 371 | +278 | 10.29% | Q1 2026 | Apr 07, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 2,965 | 314 | 0.03% | 0.03% | 372 | +117 | 4.11% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,931 | 311 | 0.0% | 0.0% | 373 | -2,689 | -47.85% | Q1 2026 | Apr 30, 2026 |
| Baker Avenue Asset Management, LP | History | New | 2,908 | 308 | 0.01% | — | 375 | +2,908 | New | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,907 | 308 | 0.01% | 0.01% | 374 | -796 | -21.5% | Q1 2026 | Apr 17, 2026 |
| Armstrong, Fleming & Moore, Inc | History | New | 2,890 | 306 | 0.13% | — | 376 | +2,890 | New | Q1 2026 | Apr 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,853 | 303 | 0.0% | 0.0% | 378 | +316 | 12.46% | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Added to | 2,855 | 303 | 0.02% | 0.02% | 379 | +270 | 10.44% | Q1 2026 | Apr 16, 2026 |
| Fiduciary Group, LLC | History | No change | 2,853 | 303 | 0.03% | 0.02% | 377 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| waypoint wealth counsel | History | Reduced | 2,845 | 302 | 0.16% | 0.12% | 380 | -439 | -13.37% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | Added to | 2,825 | 300 | 0.1% | 0.09% | 381 | +11 | 0.39% | Q1 2026 | May 21, 2026 |
| CSS LLC/IL | History | Reduced | 2,810 | 298 | 0.01% | 0.01% | 382 | -10 | -0.35% | Q1 2026 | May 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 2,749 | 292 | 0.02% | — | 385 | +2,749 | New | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,756 | 292 | 0.01% | 0.01% | 384 | +436 | 18.79% | Q1 2026 | May 15, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 2,750 | 292 | 0.07% | 0.06% | 383 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 2,737 | 290 | 0.0% | 0.0% | 386 | -8,511 | -75.67% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,722 | 289 | 0.01% | 0.01% | 387 | +2 | 0.07% | Q1 2026 | May 12, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | Reduced | 3,132 | 288 | 0.0% | 0.0% | 388 | -579 | -15.6% | Q1 2026 | May 05, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 2,703 | 287 | 0.2% | 0.48% | 390 | -4,088 | -60.2% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 2,705 | 287 | 0.01% | 0.01% | 389 | +602 | 28.63% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | New | 2,675 | 284 | 0.01% | — | 391 | +2,675 | New | Q1 2026 | Apr 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 2,655 | 281 | 0.02% | 0.02% | 392 | +166 | 6.67% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 2,626 | 279 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,561 | 272 | 0.0% | 0.0% | 394 | +162 | 6.75% | Q1 2026 | Apr 24, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 2,545 | 269 | 0.0% | 0.0% | 395 | -191 | -6.98% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 2,512 | 266 | 0.0% | 0.0% | 396 | +4 | 0.16% | Q1 2026 | May 08, 2026 |
| North Dakota State Investment Board | History | Reduced | 2,487 | 264 | 0.01% | 0.01% | 397 | -446 | -15.21% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 2,473 | 262 | 0.01% | 0.01% | 398 | -199 | -7.45% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | New | 2,450 | 260 | 0.02% | — | 399 | +2,450 | New | Q1 2026 | May 14, 2026 |
| Sagewood Asset Management LP | History | Reduced | 2,391 | 253 | 0.08% | 0.1% | 400 | -299 | -11.12% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | New | 2,346 | 249 | 0.0% | — | 401 | +2,346 | New | Q1 2026 | May 12, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | No change | 2,333 | 247 | 0.04% | 0.03% | 402 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Phocas Financial Corp. | History | Reduced | 2,313 | 245 | 0.04% | 0.03% | 403 | -36 | -1.53% | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | New | 2,285 | 242 | 0.01% | — | 404 | +2,285 | New | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 2,265 | 240 | 0.0% | 0.0% | 405 | +21 | 0.94% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 2,267 | 240 | 0.02% | 0.02% | 406 | +21 | 0.93% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | New | 2,251 | 239 | 0.0% | — | 408 | +2,251 | New | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,259 | 239 | 0.0% | 0.0% | 407 | +214 | 10.46% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,231 | 236 | 0.0% | 0.0% | 409 | +1,684 | 307.86% | Q1 2026 | May 06, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 2,218 | 235 | 0.01% | 0.01% | 411 | -217 | -8.91% | Q1 2026 | Apr 22, 2026 |
| Loudon Investment Management, LLC | History | No change | 2,215 | 235 | 0.13% | 0.12% | 410 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,199 | 233 | 0.0% | 0.0% | 412 | -46 | -2.05% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,187 | 232 | 0.0% | 0.0% | 413 | +2,053 | 1532.09% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,188 | 232 | 0.07% | 0.09% | 414 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Powell Investment Advisors, LLC | History | No change | 2,183 | 231 | 0.08% | 0.08% | 415 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 2,174 | 230 | 0.02% | — | 417 | +2,174 | New | Q1 2026 | May 07, 2026 |
| MUFG SECURITIES AMERICAS INC. | History | Added to | 2,172 | 230 | 0.01% | 0.01% | 416 | +57 | 2.7% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | New | 2,153 | 228 | 0.01% | — | 419 | +2,153 | New | Q1 2026 | May 14, 2026 |
| Lafayette Investments, Inc. | History | No change | 2,150 | 228 | 0.05% | 0.04% | 418 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | New | 2,143 | 227 | 0.0% | — | 420 | +2,143 | New | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | New | 2,133 | 226 | 0.0% | — | 421 | +2,133 | New | Q1 2026 | May 04, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 2,095 | 222 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | New | 2,080 | 220 | 0.08% | — | 423 | +2,080 | New | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | New | 2,056 | 218 | 0.0% | — | 424 | +2,056 | New | Q1 2026 | May 05, 2026 |
| Quarry LP | History | Added to | 2,027 | 215 | 0.04% | 0.02% | 425 | +866 | 74.59% | Q1 2026 | May 15, 2026 |
| Olde Wealth Management, LLC | History | No change | 2,000 | 212 | 0.07% | 0.06% | 426 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Platform Technology Partners | History | New | 1,988 | 211 | 0.04% | — | 427 | +1,988 | New | Q1 2026 | Apr 27, 2026 |
| CenterStar Asset Management, LLC | History | New | 1,973 | 209 | 0.03% | — | 428 | +1,973 | New | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 1,949 | 207 | 0.01% | 0.01% | 430 | +333 | 20.61% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,953 | 207 | 0.0% | 0.0% | 429 | -130 | -6.24% | Q1 2026 | May 15, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Reduced | 1,947 | 206 | 0.0% | 0.03% | 432 | -32,888 | -94.41% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,943 | 206 | 0.0% | 0.0% | 431 | +681 | 53.96% | Q1 2026 | May 14, 2026 |
| Cadence Bank | History | No change | 2,039 | 205 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 1,927 | 204 | 0.0% | — | 434 | +1,927 | New | Q1 2026 | May 14, 2026 |
| Lewis Asset Management, LLC | History | New | 1,925 | 204 | 0.08% | — | 435 | +1,925 | New | Q1 2026 | Apr 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,914 | 203 | 0.02% | 0.01% | 436 | +1,418 | 285.89% | Q1 2026 | Apr 06, 2026 |
| BFSG, LLC | History | No change | 1,873 | 198 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 1,758 | 186 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,649 | 175 | 0.0% | 0.0% | 439 | +513 | 45.16% | Q1 2026 | Jun 02, 2026 |
| CX Institutional | History | Reduced | 1,562 | 166 | 0.01% | 0.01% | 440 | -103 | -6.19% | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | Added to | 1,527 | 162 | 0.0% | 0.0% | 441 | +11 | 0.73% | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 1,353 | 143 | 0.0% | — | 442 | +1,353 | New | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,327 | 141 | 0.0% | 0.0% | 443 | +500 | 60.46% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,319 | 137 | 0.0% | 0.0% | 444 | +159 | 13.71% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,394 | 136 | 0.04% | — | 445 | +1,394 | New | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,251 | 132 | 0.0% | — | 446 | +1,251 | New | Q1 2026 | May 07, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,240 | 131 | 0.0% | 0.0% | 448 | -118 | -8.69% | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,300 | 131 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,157 | 122 | 0.01% | 0.01% | 449 | -1 | -0.09% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,058 | 112 | 0.0% | 0.0% | 450 | +420 | 65.83% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 106 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 890 | 94 | 0.0% | — | 452 | +890 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 804 | 81 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 761 | 80 | 0.02% | — | 454 | +761 | New | Q1 2026 | Apr 20, 2026 |
| Quent Capital, LLC | History | Reduced | 729 | 77 | 0.01% | 0.01% | 456 | -18 | -2.41% | Q1 2026 | Apr 28, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 732 | 77 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 658 | 69 | 0.0% | 0.0% | 458 | -256 | -28.01% | Q1 2026 | Apr 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 652 | 69 | 0.0% | 0.0% | 457 | +234 | 55.98% | Q1 2026 | May 01, 2026 |
| TEMA ETFS LLC | History | No change | 597 | 63 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 527 | 60 | 0.0% | 0.0% | 460 | +1 | 0.19% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 542 | 57 | 0.0% | 0.0% | 461 | -72 | -11.73% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 518 | 54 | 0.02% | — | 463 | +518 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 518 | 54 | 0.02% | 0.02% | 462 | -45 | -7.99% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Added to | 469 | 49 | 0.01% | 0.01% | 464 | +201 | 75.0% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | No change | 450 | 47 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 377 | 40 | 0.0% | 0.0% | 466 | +45 | 13.55% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 360 | 38 | 0.0% | — | 469 | +360 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 362 | 38 | 0.0% | 0.0% | 468 | +152 | 72.38% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 383 | 38 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 350 | 37 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DAGCO, INC. | History | No change | 350 | 37 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 332 | 35 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 322 | 34 | 0.0% | 0.0% | 474 | -10 | -3.01% | Q1 2026 | Apr 30, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 329 | 34 | 0.0% | 0.0% | 473 | -6 | -1.79% | Q1 2026 | May 11, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 306 | 32 | 0.0% | 0.0% | 475 | -119 | -28.0% | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | No change | 300 | 31 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 288 | 30 | 0.0% | 0.0% | 477 | +10 | 3.6% | Q1 2026 | May 11, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 290 | 30 | 0.02% | 0.02% | 478 | -10 | -3.33% | Q1 2026 | May 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 270 | 28 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 258 | 27 | 0.0% | 0.0% | 480 | +72 | 38.71% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 267 | 26 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 240 | 25 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cromwell Holdings LLC | History | No change | 240 | 25 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 225 | 23 | 0.0% | 0.0% | 484 | -65 | -22.41% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 216 | 22 | 0.0% | — | 487 | +211 | 4220.0% | Q1 2026 | Apr 24, 2026 |
| CYBER HORNET ETFs LLC | History | Reduced | 214 | 22 | 0.01% | 0.01% | 486 | -1 | -0.47% | Q1 2026 | May 08, 2026 |
| COHEN & STEERS, INC. | History | No change | 205 | 22 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | New | 199 | 21 | 0.0% | — | 489 | +199 | New | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 200 | 21 | 0.0% | 0.0% | 488 | +1 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Hughes Financial Services, LLC | History | New | 185 | 19 | 0.0% | — | 490 | +185 | New | Q1 2026 | Apr 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 168 | 17 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 150 | 16 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 143 | 15 | 0.01% | 0.04% | 493 | -1,190 | -89.27% | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 132 | 14 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | No change | 134 | 14 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pflug Koory, LLC | History | No change | 138 | 14 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Reduced | 126 | 13 | 0.0% | 0.0% | 498 | -175 | -58.14% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 123 | 13 | 0.0% | 0.0% | 497 | +44 | 55.7% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 129 | 13 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 117 | 12 | 0.01% | — | 500 | +117 | New | Q1 2026 | May 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 100 | 10 | 0.01% | 0.01% | 503 | -56 | -35.9% | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 102 | 10 | 0.0% | 0.0% | 506 | +10 | 10.87% | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 93 | 10 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 97 | 10 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DV EQUITIES, LLC | History | No change | 109 | 10 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Byrne Asset Management LLC | History | No change | 100 | 10 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 85 | 9 | 0.0% | — | 507 | +85 | New | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 75 | 7 | 0.0% | — | 511 | +75 | New | Q1 2026 | Apr 06, 2026 |
| North Star Investment Management Corp. | History | No change | 68 | 7 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 70 | 7 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Freedom, LLC | History | No change | 67 | 7 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 57 | 6 | 0.0% | — | 513 | +57 | New | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 58 | 6 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Added to | 54 | 5 | 0.0% | 0.0% | 516 | +31 | 134.78% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 55 | 5 | 0.0% | 0.0% | 514 | +28 | 103.7% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | No change | 56 | 5 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Truvestments Capital LLC | History | New | 45 | 4 | 0.0% | — | 519 | +45 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bell Investment Advisors, Inc | History | No change | 47 | 4 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Reduced | 29 | 3 | 0.0% | 0.0% | 526 | -143 | -83.14% | Q1 2026 | Apr 22, 2026 |
| Covestor Ltd | History | Added to | 31 | 3 | 0.0% | 0.0% | 527 | +25 | 416.67% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29 | 3 | 0.0% | 0.0% | 521 | +8 | 38.1% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 31 | 3 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Manchester Capital Management LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 29 | 3 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Grove Bank & Trust | History | No change | 31 | 3 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Salomon & Ludwin, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ascentis Independent Advisors | History | New | 32 | 2 | 0.0% | — | 534 | +32 | New | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 26 | 2 | 0.0% | — | 533 | +19 | 271.43% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 26 | 2 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 20 | 2 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 536 | -104 | -88.89% | Q1 2026 | Apr 30, 2026 |
| Elequin Capital, LP | History | Reduced | 18 | 1 | 0.0% | 0.0% | 539 | -20 | -52.63% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Reduced | 10 | 1 | 0.0% | 0.0% | 535 | -19 | -65.52% | Q1 2026 | May 05, 2026 |
| MidFirst Bank | History | New | 18 | 1 | 0.0% | — | 547 | +18 | New | Q1 2026 | May 15, 2026 |
| Burk Holdings LLC | History | New | 13 | 1 | 0.0% | — | 548 | +13 | New | Q1 2026 | May 07, 2026 |
| Arlington Trust Co LLC | History | New | 11 | 1 | 0.0% | — | 546 | +11 | New | Q1 2026 | Apr 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 15 | 1 | 0.0% | — | 543 | +10 | 200.0% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 10 | 1 | 0.0% | — | 549 | +10 | New | Q1 2026 | May 05, 2026 |
| Clayton Financial Group LLC | History | Added to | 14 | 1 | 0.0% | 0.0% | 541 | +4 | 40.0% | Q1 2026 | Apr 13, 2026 |
| Basepoint Wealth LLC | History | Added to | 10 | 1 | 0.0% | — | 545 | +1 | 11.11% | Q1 2026 | May 07, 2026 |
| Kozak & Associates, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Avion Wealth | History | No change | 16 | 1 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 10 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | No change | 10 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.13% | — | -460,464 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -155,144 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Apollo Management Holdings, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -73,940 | -100.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -63,447 | -100.0% | Q1 2026 | May 11, 2026 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.66% | — | -62,277 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -58,854 | -100.0% | Q1 2026 | May 14, 2026 |
| STABLEFORD CAPITAL II LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -17,786 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Northstar Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -14,810 | -100.0% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,662 | -100.0% | Q1 2026 | May 14, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -11,366 | -100.0% | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -8,128 | -100.0% | Q1 2026 | May 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,756 | -100.0% | Q1 2026 | May 12, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.19% | — | -7,510 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,101 | -100.0% | Q1 2026 | May 15, 2026 |
| Rakuten Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,002 | -100.0% | Q1 2026 | May 12, 2026 |
| Vanderbilt University | History | Closed out | 0 | 0 | — | 0.1% | — | -5,789 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,254 | -100.0% | Q1 2026 | May 11, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -5,110 | -100.0% | Q1 2026 | May 13, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.19% | — | -4,705 | -100.0% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,445 | -100.0% | Q1 2026 | May 11, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,430 | -100.0% | Q1 2026 | May 15, 2026 |
| Y.D. More Investments Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,082 | -100.0% | Q1 2026 | May 04, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | May 12, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q1 2026 | May 08, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -254 | -100.0% | Q1 2026 | May 12, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -221 | -100.0% | Q1 2026 | May 13, 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -213 | -100.0% | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q1 2026 | May 11, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 14, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HOWARD HUGHES MEDICAL INSTITUTE | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |
| Clark Wealth Partners | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 07, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Silicon Valley Capital Partners | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 19, 2026 |
| Napier Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quaker Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TFC Financial Management, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| City State Bank | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Co / SC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Caitlin John, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |