JANUS HENDERSON GROUP PLC - G4474Y214
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | History | No change | 31,867,800 | 1,637,048 | 42.41% | 38.05% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 14,763,241 | 758,387 | 0.01% | 0.01% | 2 | -2,608,927 | -15.02% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 12,132,303 | 577,133 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,771,779 | 296,496 | 0.02% | — | 4 | +5,771,779 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,555,218 | 285,371 | 0.01% | — | 5 | +5,555,218 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 4,383,422 | 225,176 | 0.01% | 0.01% | 6 | -26,248 | -0.6% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,268,155 | 219,260 | 0.05% | 0.07% | 7 | -2,335,494 | -35.37% | Q1 2026 | May 07, 2026 |
| HBK INVESTMENTS L P | History | New | 4,230,723 | 217,332 | 2.21% | — | 8 | +4,230,723 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,803,819 | 195,402 | 0.03% | 0.0% | 9 | +3,644,682 | 2290.28% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,341,401 | 171,647 | 0.08% | 0.11% | 10 | -1,126,641 | -25.22% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 3,199,982 | 164,383 | 0.17% | 0.11% | 11 | +959,640 | 42.83% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,646,011 | 135,953 | 0.01% | 0.01% | 12 | +273,937 | 11.55% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,397,234 | 123,145 | 0.01% | 0.01% | 13 | +349,877 | 17.09% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,336,789 | 120,040 | 0.05% | 0.02% | 14 | +1,472,129 | 170.26% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 2,478,057 | 117,881 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,271,650 | 116,694 | 0.13% | 0.09% | 16 | +377,957 | 19.96% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,227,778 | 114,440 | 0.09% | 0.0% | 17 | +2,196,926 | 7120.85% | Q1 2026 | May 14, 2026 |
| TIG Advisors, LLC | History | New | 1,906,107 | 97,916 | 4.53% | — | 18 | +1,906,107 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,900,848 | 97,646 | 0.01% | 0.01% | 19 | -100,364 | -5.02% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 1,796,764 | 92,299 | 0.37% | 0.1% | 20 | +1,179,333 | 191.01% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,793,383 | 92,126 | 0.01% | 0.04% | 21 | -3,550,516 | -66.44% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,748,473 | 89,784 | 0.01% | 0.0% | 22 | +1,236,668 | 241.63% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,615,664 | 82,996 | 0.01% | 0.0% | 23 | +53,638 | 3.43% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,474,466 | 75,743 | 0.13% | 0.1% | 24 | +449,947 | 43.92% | Q1 2026 | May 15, 2026 |
| AQR Arbitrage LLC | History | Added to | 1,440,631 | 74,005 | 1.22% | 0.26% | 25 | +1,176,071 | 444.54% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | No change | 1,200,041 | 61,646 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 1,106,000 | 56,815 | 0.09% | 0.02% | 27 | +811,000 | 274.92% | Q1 2026 | May 14, 2026 |
| WATER ISLAND CAPITAL LLC | History | Added to | 922,277 | 47,377 | 5.29% | 3.32% | 28 | +274,792 | 42.44% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 883,556 | 45,388 | 0.08% | 0.0% | 29 | +878,327 | 16797.23% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 873,867 | 44,890 | 0.01% | 0.01% | 30 | -17,657 | -1.98% | Q1 2026 | May 05, 2026 |
| LMR Partners LLP | History | New | 873,327 | 44,862 | 0.1% | — | 31 | +873,327 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 830,457 | 42,660 | 0.01% | 0.0% | 32 | +605,218 | 268.7% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 764,745 | 39,284 | 0.01% | — | 33 | +764,745 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 717,670 | 36,866 | 0.01% | 0.0% | 34 | +88,086 | 13.99% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 713,880 | 36,672 | 0.0% | 0.0% | 35 | +340,794 | 91.34% | Q1 2026 | May 15, 2026 |
| GLAZER CAPITAL, LLC | History | Added to | 682,475 | 35,049 | 0.74% | 0.56% | 36 | +233,420 | 51.98% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 643,452 | 33,054 | 0.02% | 0.02% | 37 | -15,207 | -2.31% | Q1 2026 | May 14, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Added to | 590,576 | 30,337 | 1.79% | 0.82% | 38 | +330,534 | 127.11% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 575,046 | 29,540 | 0.01% | 0.01% | 39 | +280,848 | 95.46% | Q1 2026 | May 11, 2026 |
| Sculptor Capital LP | History | New | 571,298 | 29,347 | 0.31% | — | 40 | +571,298 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 616,332 | 29,318 | 0.01% | 0.01% | 41 | -29,844 | -4.62% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 546,075 | 28,051 | 0.04% | 0.08% | 42 | -851,731 | -60.93% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 533,366 | 27,399 | 0.07% | 0.02% | 43 | +422,056 | 379.17% | Q1 2026 | May 14, 2026 |
| Governors Lane LP | History | Added to | 532,530 | 27,356 | 1.75% | 0.35% | 44 | +407,530 | 326.02% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 425,031 | 21,833 | 0.16% | 0.06% | 45 | +250,000 | 142.83% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 418,655 | 21,506 | 0.1% | 0.06% | 46 | -12,167 | -2.82% | Q1 2026 | May 14, 2026 |
| Woodline Partners LP | History | Added to | 417,527 | 21,448 | 0.08% | 0.04% | 47 | +187,527 | 81.53% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 398,208 | 20,455 | 0.2% | 0.2% | 48 | -37,824 | -8.67% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Added to | 388,624 | 19,963 | 0.13% | 0.1% | 49 | +87,524 | 29.07% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 371,484 | 19,083 | 0.0% | 0.01% | 50 | -575,505 | -60.77% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 364,316 | 18,714 | 0.01% | 0.01% | 51 | +149,931 | 69.94% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 363,834 | 18,618 | 0.03% | 0.0% | 52 | +237,091 | 187.06% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 357,975 | 18,389 | 0.03% | 0.0% | 53 | +345,687 | 2813.21% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 354,772 | 18,224 | 0.06% | 0.26% | 54 | -1,324,030 | -78.87% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 348,600 | 17,907 | 0.0% | 0.01% | 55 | -508,880 | -59.35% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 340,195 | 17,482 | 0.02% | 0.02% | 56 | +49,160 | 16.89% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 338,441 | 17,385 | 0.0% | 0.0% | 57 | +230,341 | 213.08% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 334,914 | 17,204 | 0.02% | 0.02% | 58 | -38,653 | -10.35% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 329,987 | 16,951 | 0.01% | 0.01% | 59 | +8,915 | 2.78% | Q1 2026 | May 12, 2026 |
| HARVEST MANAGEMENT LLC | History | New | 320,000 | 16,438 | 7.96% | — | 60 | +320,000 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 312,475 | 16,051 | 0.0% | 0.01% | 61 | -208,661 | -40.04% | Q1 2026 | May 15, 2026 |
| Athos Capital Ltd | History | Added to | 311,583 | 16,006 | 4.93% | 1.55% | 62 | +226,583 | 266.57% | Q1 2026 | May 12, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 311,367 | 15,994 | 0.83% | 1.98% | 63 | -674,633 | -68.42% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 299,619 | 15,391 | 0.0% | 0.01% | 64 | -355,803 | -54.29% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 293,377 | 15,070 | 0.01% | 0.01% | 65 | +38,426 | 15.07% | Q1 2026 | May 06, 2026 |
| L2 Asset Management, LLC | History | New | 289,902 | 14,503 | 1.38% | — | 66 | +289,902 | New | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 275,130 | 14,133 | 0.01% | 0.01% | 67 | +9,257 | 3.48% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 271,335 | 13,938 | 0.52% | 0.32% | 68 | +76,939 | 39.58% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 260,594 | 13,386 | 0.01% | — | 69 | +260,594 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 244,505 | 12,560 | 0.01% | 0.01% | 70 | -1,600 | -0.65% | Q1 2026 | May 07, 2026 |
| MARSHALL WACE, LLP | History | Added to | 231,976 | 11,916 | 0.01% | 0.0% | 71 | +186,341 | 408.33% | Q1 2026 | May 14, 2026 |
| Westchester Capital Management, LLC | History | New | 230,719 | 11,852 | 0.54% | — | 72 | +230,719 | New | Q1 2026 | May 15, 2026 |
| Capula Management Ltd | History | New | 225,417 | 11,579 | 0.08% | — | 73 | +225,417 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 224,432 | 11,529 | 0.0% | 0.0% | 74 | +184,709 | 464.99% | Q1 2026 | May 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 221,450 | 11,375 | 1.69% | 1.01% | 75 | +80,050 | 56.61% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 207,592 | 10,664 | 0.02% | 0.01% | 76 | +12,105 | 6.19% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 205,932 | 10,582 | 0.01% | 0.01% | 77 | -10,007 | -4.63% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Added to | 198,645 | 10,204 | 0.07% | 0.02% | 78 | +74,100 | 59.5% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | Added to | 196,553 | 10,096 | 0.2% | 0.03% | 79 | +150,053 | 322.69% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 183,980 | 9,494 | 0.17% | 0.15% | 80 | +13,622 | 8.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 183,627 | 9,432 | 0.01% | 0.03% | 81 | -595,787 | -76.44% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 176,594 | 9,071 | 0.0% | 0.0% | 82 | -37,848 | -17.65% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 170,116 | 8,738 | 0.0% | 0.0% | 83 | +115,723 | 212.75% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 168,712 | 8,667 | 0.01% | 0.02% | 84 | -122,044 | -41.97% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 168,129 | 8,636 | 0.01% | 0.01% | 85 | +7,957 | 4.97% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 165,085 | 8,480 | 0.02% | 0.02% | 86 | -4,150 | -2.45% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 160,591 | 8,249 | 0.02% | 0.02% | 87 | +12,765 | 8.64% | Q1 2026 | May 14, 2026 |
| Chicago Capital Management, LLC | History | Added to | 213,000 | 8,219 | 6.81% | 4.26% | 88 | +38,000 | 21.71% | Q1 2026 | Apr 27, 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP | History | New | 156,300 | 8,029 | 4.36% | — | 89 | +156,300 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 151,526 | 7,783 | 0.01% | 0.01% | 90 | +1,983 | 1.33% | Q1 2026 | May 08, 2026 |
| Retirement Systems of Alabama | History | Added to | 151,111 | 7,762 | 0.03% | 0.02% | 91 | +2,794 | 1.88% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 149,184 | 7,663 | 0.01% | 0.01% | 92 | +31,690 | 26.97% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 141,997 | 7,294 | 0.03% | 0.02% | 93 | -2,530 | -1.75% | Q1 2026 | Apr 30, 2026 |
| Point72 Asset Management, L.P. | History | New | 136,723 | 7,023 | 0.01% | — | 94 | +136,723 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 134,278 | 6,897 | 0.01% | 0.01% | 95 | +5,984 | 4.66% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 126,300 | 6,488 | 0.0% | 0.0% | 96 | +31,824 | 33.68% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | Added to | 124,334 | 6,387 | 0.02% | 0.0% | 97 | +120,946 | 3569.83% | Q1 2026 | May 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 121,055 | 6,218 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 120,997 | 6,216 | 0.0% | 0.0% | 99 | +12,146 | 11.16% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 118,102 | 6,066 | 0.08% | — | 100 | +118,102 | New | Q1 2026 | May 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 116,300 | 5,974 | 0.47% | — | 101 | +116,300 | New | Q1 2026 | Apr 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 114,979 | 5,906 | 0.02% | 0.04% | 102 | -135,763 | -54.14% | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 106,977 | 5,495 | 0.0% | — | 103 | +106,977 | New | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 106,084 | 5,449 | 0.0% | 0.0% | 104 | +27,694 | 35.33% | Q1 2026 | May 04, 2026 |
| Alpine Global Management, LLC | History | New | 105,487 | 5,418 | 0.81% | — | 105 | +105,487 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 103,329 | 5,307 | 0.07% | 0.01% | 106 | +92,365 | 842.44% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 102,785 | 5,280 | 0.09% | 0.08% | 107 | +33,882 | 49.17% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 101,601 | 5,219 | 0.0% | 0.0% | 108 | +3,360 | 3.42% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 97,027 | 4,984 | 0.07% | 0.07% | 109 | -8,240 | -7.83% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 104,884 | 4,921 | 0.01% | 0.01% | 110 | +23,494 | 28.87% | Q1 2026 | Apr 08, 2026 |
| CREDIT AGRICOLE S A | History | No change | 93,353 | 4,795 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | New | 92,718 | 4,762 | 0.54% | — | 112 | +92,718 | New | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 89,981 | 4,622 | 0.01% | 0.0% | 113 | +35,723 | 65.84% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 84,475 | 4,339 | 0.02% | 0.01% | 114 | +2,381 | 2.9% | Q1 2026 | Apr 30, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 83,457 | 4,287 | 0.01% | 0.01% | 115 | -2,203 | -2.57% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 87,900 | 4,181 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | New | 81,100 | 4,166 | 0.15% | — | 117 | +81,100 | New | Q1 2026 | May 13, 2026 |
| Carmignac Gestion | History | No change | 87,299 | 4,152 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 80,551 | 4,137 | 0.03% | 0.02% | 119 | +38,034 | 89.46% | Q1 2026 | May 14, 2026 |
| Yakira Capital Management, Inc. | History | New | 78,000 | 4,006 | 1.17% | — | 120 | +78,000 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 76,949 | 3,952 | 0.01% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 75,658 | 3,893 | 0.0% | 0.02% | 122 | -508,841 | -87.06% | Q1 2026 | Apr 30, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 74,908 | 3,848 | 0.29% | 0.3% | 123 | -11,261 | -13.07% | Q1 2026 | May 15, 2026 |
| Mint Tower Capital Management B.V. | History | New | 73,750 | 3,789 | 0.34% | — | 124 | +73,750 | New | Q1 2026 | May 04, 2026 |
| Ruffer LLP | History | Reduced | 72,374 | 3,728 | 0.15% | 0.3% | 125 | -67,339 | -48.2% | Q1 2026 | May 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 69,678 | 3,579 | 0.01% | 0.0% | 126 | -3,061 | -4.21% | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | New | 66,863 | 3,434 | 0.11% | — | 127 | +66,863 | New | Q1 2026 | Apr 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 66,356 | 3,408 | 0.06% | 0.07% | 128 | +1,375 | 2.12% | Q1 2026 | Apr 27, 2026 |
| Mubadala Investment Co PJSC | History | Added to | 63,748 | 3,274 | 0.02% | 0.02% | 129 | +2,682 | 4.39% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 61,286 | 3,148 | 0.03% | 0.03% | 130 | +1,960 | 3.3% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 60,626 | 3,114 | 0.02% | 0.01% | 131 | +231 | 0.38% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 59,903 | 3,077 | 0.01% | 0.01% | 132 | +795 | 1.34% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Added to | 59,483 | 3,055 | 0.1% | 0.03% | 133 | +41,148 | 224.42% | Q1 2026 | May 15, 2026 |
| Ghisallo Capital Management LLC | History | New | 59,000 | 3,030 | 0.08% | — | 134 | +59,000 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 57,212 | 2,938 | 0.0% | 0.0% | 135 | -25,426 | -30.77% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 56,684 | 2,911 | 0.0% | 0.0% | 136 | -1,778 | -3.04% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 56,610 | 2,908 | 0.0% | 0.0% | 137 | -158 | -0.28% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 56,562 | 2,906 | 0.02% | 0.02% | 138 | +921 | 1.66% | Q1 2026 | May 08, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 56,506 | 2,903 | 0.15% | 0.08% | 139 | +24,618 | 77.2% | Q1 2026 | Apr 21, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 55,020 | 2,827 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 55,008 | 2,825 | 0.03% | 0.01% | 141 | +31,087 | 129.96% | Q1 2026 | May 08, 2026 |
| Advisors Preferred, LLC | History | Added to | 54,615 | 2,805 | 0.41% | 0.4% | 142 | +3,640 | 7.14% | Q1 2026 | May 05, 2026 |
| NINE MASTS CAPITAL Ltd | History | Added to | 54,254 | 2,787 | 0.4% | 0.32% | 143 | +14,731 | 37.27% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 53,400 | 2,743 | 0.03% | 0.02% | 144 | +23,889 | 80.95% | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 52,916 | 2,718 | 0.01% | 0.01% | 145 | -1,000 | -1.85% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 52,798 | 2,712 | 0.02% | 0.01% | 146 | +12,515 | 31.07% | Q1 2026 | Apr 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 52,630 | 2,703 | 0.02% | 0.02% | 147 | -747 | -1.4% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 52,544 | 2,699 | 0.01% | 0.01% | 148 | +489 | 0.94% | Q1 2026 | May 14, 2026 |
| Versor Investments LP | History | Reduced | 52,286 | 2,685 | 6.57% | 2.86% | 149 | -334,005 | -86.46% | Q1 2026 | May 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 52,169 | 2,679 | 0.0% | 0.0% | 150 | +7,325 | 16.33% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | New | 52,122 | 2,677 | 0.67% | — | 151 | +52,122 | New | Q1 2026 | Apr 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 50,754 | 2,607 | 0.01% | 0.01% | 152 | -12,794 | -20.13% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 49,997 | 2,568 | 0.0% | 0.0% | 153 | +27,888 | 126.14% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 49,413 | 2,538 | 0.01% | 0.01% | 154 | +7,800 | 18.74% | Q1 2026 | Apr 28, 2026 |
| Vanguard Global Advisers, LLC | History | New | 49,183 | 2,526 | 0.0% | — | 155 | +49,183 | New | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 47,236 | 2,426 | 0.03% | 0.15% | 156 | -256,923 | -84.47% | Q1 2026 | May 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 46,277 | 2,377 | 0.01% | 0.0% | 157 | +4,079 | 9.67% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 45,859 | 2,355 | 0.01% | 0.01% | 158 | -5,094 | -10.0% | Q1 2026 | May 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 43,386 | 2,229 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BAILARD, INC. | History | Reduced | 42,662 | 2,191 | 0.05% | 0.05% | 160 | -347 | -0.81% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 40,592 | 2,085 | 0.0% | 0.0% | 161 | +2,593 | 6.82% | Q1 2026 | May 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 40,000 | 2,054 | 0.04% | 0.09% | 162 | -90,000 | -69.23% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 39,882 | 2,048 | 0.03% | 0.03% | 163 | -1,139 | -2.78% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 39,793 | 2,044 | 0.04% | 0.03% | 164 | +9,647 | 32.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | New | 39,294 | 2,018 | 0.08% | — | 165 | +39,294 | New | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 38,778 | 1,992 | 0.03% | 0.03% | 166 | +6,225 | 19.12% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 38,262 | 1,965 | 0.0% | 0.01% | 167 | -72,142 | -65.34% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 37,812 | 1,942 | 0.02% | 0.02% | 168 | -2,043 | -5.13% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 37,315 | 1,916 | 0.0% | 0.0% | 169 | +7,784 | 26.36% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 36,200 | 1,859 | 0.0% | 0.01% | 170 | -46,300 | -56.12% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 35,700 | 1,833 | 0.03% | 0.03% | 171 | +1,500 | 4.39% | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 35,083 | 1,802 | 0.0% | 0.0% | 172 | +12,213 | 53.4% | Q1 2026 | May 12, 2026 |
| Morningstar Investment Management LLC | History | Added to | 35,001 | 1,798 | 0.11% | 0.08% | 173 | +5,103 | 17.07% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 34,711 | 1,783 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | Added to | 34,270 | 1,760 | 0.01% | 0.01% | 175 | +2,242 | 7.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 34,157 | 1,754 | 0.01% | 0.01% | 176 | +3,301 | 10.7% | Q1 2026 | Apr 15, 2026 |
| Arizona State Retirement System | History | Reduced | 33,944 | 1,743 | 0.01% | 0.01% | 177 | -620 | -1.79% | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | No change | 32,922 | 1,691 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 32,731 | 1,681 | 0.02% | — | 179 | +32,731 | New | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 32,188 | 1,653 | 0.0% | 0.0% | 180 | -8,556 | -21.0% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 31,356 | 1,610 | 0.0% | — | 181 | +31,356 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 30,884 | 1,586 | 0.01% | 0.03% | 182 | -107,029 | -77.61% | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | Added to | 30,806 | 1,582 | 0.02% | 0.0% | 183 | +24,710 | 405.35% | Q1 2026 | May 14, 2026 |
| Fieldview Capital Management, LLC | History | New | 29,853 | 1,533 | 0.45% | — | 184 | +29,853 | New | Q1 2026 | May 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 29,613 | 1,521 | 0.01% | 0.01% | 185 | +400 | 1.37% | Q1 2026 | May 04, 2026 |
| Entropy Technologies, LP | History | Reduced | 29,025 | 1,491 | 0.07% | 0.11% | 186 | -12,756 | -30.53% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 28,338 | 1,455 | 0.0% | 0.0% | 187 | -1,160 | -3.93% | Q1 2026 | May 13, 2026 |
| JCP Investment Management, LLC | History | New | 28,000 | 1,438 | 0.96% | — | 188 | +28,000 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,400 | 1,407 | 0.01% | 0.0% | 189 | +700 | 2.62% | Q1 2026 | Apr 29, 2026 |
| DGS Capital Management, LLC | History | Added to | 27,283 | 1,401 | 0.23% | 0.2% | 190 | +2,387 | 9.59% | Q1 2026 | Apr 28, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,088 | 1,392 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Jain Global LLC | History | New | 26,143 | 1,342 | 0.01% | — | 192 | +26,143 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 25,266 | 1,297 | 0.02% | 0.01% | 193 | +600 | 2.43% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 25,199 | 1,294 | 0.15% | — | 194 | +25,199 | New | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | New | 25,001 | 1,284 | 0.03% | — | 195 | +25,001 | New | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 24,785 | 1,273 | 0.0% | 0.0% | 196 | +12,133 | 95.9% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 24,421 | 1,254 | 0.0% | 0.0% | 197 | -954 | -3.76% | Q1 2026 | May 11, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 23,238 | 1,193 | 0.05% | 0.05% | 198 | -1,271 | -5.19% | Q1 2026 | May 07, 2026 |
| SYON CAPITAL LLC | History | Added to | 22,807 | 1,171 | 0.06% | 0.05% | 199 | +32 | 0.14% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 22,648 | 1,163 | 0.04% | 0.03% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 21,281 | 1,093 | 0.04% | 0.04% | 201 | -2,664 | -11.13% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,255 | 1,091 | 0.0% | 0.0% | 202 | +5,802 | 37.55% | Q1 2026 | May 05, 2026 |
| Guinness Asset Management LTD | History | Reduced | 20,915 | 1,074 | 0.02% | 0.02% | 203 | -215 | -1.02% | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Added to | 20,746 | 1,065 | 0.03% | 0.02% | 204 | +1,841 | 9.74% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,223 | 1,042 | 0.02% | 0.02% | 205 | +3,975 | 24.46% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,117 | 1,033 | 0.0% | 0.0% | 206 | +6,140 | 43.93% | Q1 2026 | May 04, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 20,000 | 1,027 | 0.02% | — | 207 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 19,963 | 1,025 | 0.0% | 0.0% | 208 | +1,107 | 5.87% | Q1 2026 | Apr 22, 2026 |
| CSS LLC/IL | History | Reduced | 19,881 | 1,021 | 0.05% | 0.07% | 209 | -12,356 | -38.33% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 19,557 | 1,004 | 0.01% | 0.01% | 210 | +3,010 | 18.19% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 19,427 | 997 | 0.01% | 0.0% | 211 | +9,579 | 97.27% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 19,341 | 993 | 0.01% | 0.01% | 212 | -1,951 | -9.16% | Q1 2026 | May 13, 2026 |
| Voleon Capital Management LP | History | New | 19,253 | 989 | 0.02% | — | 213 | +19,253 | New | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 18,730 | 962 | 0.01% | — | 214 | +18,730 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 17,353 | 942 | 0.0% | — | 215 | +17,353 | New | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | Reduced | 17,440 | 895 | 0.43% | 0.54% | 216 | -3,239 | -15.66% | Q1 2026 | Apr 24, 2026 |
| Holocene Advisors, LP | History | New | 17,170 | 882 | 0.0% | — | 218 | +17,170 | New | Q1 2026 | May 15, 2026 |
| BCK CAPITAL MANAGEMENT LP | History | New | 17,170 | 882 | 3.84% | — | 219 | +17,170 | New | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | No change | 17,176 | 882 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 18,380 | 874 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| XPONANCE LLC | History | Added to | 15,811 | 812 | 0.01% | 0.0% | 221 | +3,338 | 26.76% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,798 | 811 | 0.0% | 0.0% | 222 | +884 | 5.93% | Q1 2026 | May 06, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 15,500 | 796 | 0.01% | — | 223 | +15,500 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,442 | 793 | 0.0% | 0.0% | 224 | +3,792 | 32.55% | Q1 2026 | Apr 27, 2026 |
| Frec Markets, Inc. | History | New | 15,182 | 779 | 0.13% | — | 225 | +15,182 | New | Q1 2026 | May 13, 2026 |
| Ionic Capital Management LLC | History | New | 15,000 | 770 | 0.06% | — | 226 | +15,000 | New | Q1 2026 | May 15, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | New | 14,600 | 750 | 0.4% | — | 227 | +14,600 | New | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 14,547 | 747 | 0.0% | 0.0% | 228 | +27 | 0.19% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | New | 14,535 | 746 | 0.0% | — | 229 | +14,535 | New | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,454 | 742 | 0.01% | 0.01% | 230 | +3,758 | 35.13% | Q1 2026 | May 07, 2026 |
| Inscription Capital, LLC | History | Added to | 14,458 | 742 | 0.08% | 0.07% | 231 | +520 | 3.73% | Q1 2026 | Apr 20, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 14,409 | 740 | 0.09% | 0.08% | 232 | +287 | 2.03% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,254 | 732 | 0.0% | 0.0% | 233 | -1,658 | -10.42% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Added to | 14,112 | 725 | 0.03% | 0.01% | 234 | +9,020 | 177.14% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,034 | 720 | 0.0% | 0.0% | 235 | -22,861 | -61.96% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | New | 13,848 | 711 | 0.0% | — | 236 | +13,848 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 13,767 | 707 | 0.0% | 0.01% | 237 | -273,389 | -95.21% | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | Added to | 13,745 | 706 | 0.69% | 0.56% | 238 | +2,004 | 17.07% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 13,652 | 701 | 0.0% | 0.0% | 239 | -3,520 | -20.5% | Q1 2026 | May 11, 2026 |
| AVIVA PLC | History | Added to | 13,367 | 686 | 0.0% | 0.0% | 240 | +338 | 2.59% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,230 | 679 | 0.0% | 0.0% | 241 | +4,704 | 55.17% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 13,155 | 675 | 0.0% | 0.0% | 242 | +525 | 4.16% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,033 | 669 | 0.0% | 0.0% | 243 | -4,056 | -23.73% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Reduced | 13,004 | 668 | 0.01% | 0.02% | 244 | -830 | -6.0% | Q1 2026 | May 04, 2026 |
| CSM Advisors, LLC | History | Added to | 12,852 | 660 | 0.02% | 0.01% | 245 | +5,349 | 71.29% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,781 | 656 | 0.01% | 0.01% | 246 | -8,037 | -38.61% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,733 | 654 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,672 | 650 | 0.0% | 0.0% | 248 | +3,644 | 40.36% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 12,269 | 630 | 0.01% | 0.01% | 249 | +35 | 0.29% | Q1 2026 | Apr 20, 2026 |
| Bull Harbor Capital LLC | History | New | 12,183 | 625 | 0.17% | — | 250 | +12,183 | New | Q1 2026 | May 18, 2026 |
| Krilogy Financial LLC | History | Reduced | 11,978 | 617 | 0.02% | 0.02% | 251 | -307 | -2.5% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | New | 11,994 | 616 | 0.0% | — | 253 | +11,994 | New | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 11,995 | 616 | 0.0% | 0.0% | 252 | +5,142 | 75.03% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,570 | 594 | 0.01% | 0.01% | 254 | +2,776 | 31.57% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,309 | 580 | 0.02% | 0.02% | 255 | +1,276 | 12.72% | Q1 2026 | May 15, 2026 |
| Groupe la Francaise | History | New | 11,200 | 575 | 0.01% | — | 256 | +11,200 | New | Q1 2026 | May 21, 2026 |
| Essential Partners LLC | History | Added to | 11,054 | 567 | 0.19% | 0.16% | 257 | +3 | 0.03% | Q1 2026 | May 21, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 10,460 | 537 | 0.09% | — | 258 | +10,460 | New | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,447 | 536 | 0.01% | 0.01% | 259 | +368 | 3.65% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 10,404 | 534 | 0.03% | 0.03% | 261 | -1,017 | -8.9% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 10,397 | 534 | 0.0% | 0.0% | 260 | +257 | 2.53% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,244 | 526 | 0.0% | 0.0% | 262 | +805 | 8.53% | Q1 2026 | May 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 10,059 | 516 | 0.0% | 0.01% | 263 | -27,768 | -73.41% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,839 | 505 | 0.01% | 0.01% | 264 | -546 | -5.26% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 9,762 | 501 | 0.0% | 0.03% | 265 | -448,362 | -97.87% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,761 | 501 | 0.01% | 0.01% | 266 | +1,367 | 16.29% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 9,508 | 488 | 0.0% | 0.0% | 268 | +4,649 | 95.68% | Q1 2026 | May 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 9,504 | 488 | 0.03% | 0.03% | 270 | -506 | -5.05% | Q1 2026 | Apr 16, 2026 |
| GREENLEAF TRUST | History | Added to | 9,505 | 488 | 0.0% | 0.0% | 267 | +194 | 2.08% | Q1 2026 | Apr 27, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 10,262 | 488 | 0.16% | 0.16% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 9,312 | 479 | 0.01% | 0.01% | 271 | -988 | -9.59% | Q1 2026 | Apr 08, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 9,182 | 471 | 0.09% | 0.1% | 272 | -1,006 | -9.87% | Q1 2026 | May 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 9,006 | 462 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | New | 8,985 | 461 | 0.05% | — | 274 | +8,985 | New | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 8,968 | 460 | 0.0% | 0.0% | 275 | +1,221 | 15.76% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 8,951 | 459 | 0.01% | 0.01% | 276 | -2,629 | -22.7% | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 8,839 | 454 | 0.01% | 0.01% | 277 | +2,103 | 31.22% | Q1 2026 | May 05, 2026 |
| Truvestments Capital LLC | History | No change | 8,820 | 453 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | Added to | 8,802 | 452 | 0.0% | 0.0% | 279 | +323 | 3.81% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,758 | 449 | 0.0% | 0.0% | 280 | +439 | 5.28% | Q1 2026 | May 15, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 8,700 | 446 | 0.07% | 0.03% | 281 | +5,200 | 148.57% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 8,681 | 445 | 0.0% | 0.02% | 282 | -41,218 | -82.6% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | New | 8,475 | 435 | 0.03% | — | 283 | +8,475 | New | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 8,256 | 424 | 0.01% | — | 284 | +8,256 | New | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | Added to | 8,196 | 421 | 0.03% | 0.02% | 285 | +2,024 | 32.79% | Q1 2026 | May 11, 2026 |
| Weiss Asset Management LP | History | New | 8,025 | 412 | 0.01% | — | 288 | +8,025 | New | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Added to | 8,036 | 412 | 0.01% | 0.01% | 286 | +3,150 | 64.47% | Q1 2026 | May 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 8,034 | 412 | 0.04% | 0.03% | 287 | +753 | 10.34% | Q1 2026 | Apr 24, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 8,015 | 411 | 0.46% | 1.23% | 289 | -15,478 | -65.88% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 7,907 | 406 | 0.0% | 0.0% | 290 | +2,078 | 35.65% | Q1 2026 | May 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 7,885 | 405 | 0.0% | — | 292 | +7,885 | New | Q1 2026 | Apr 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 7,900 | 405 | 0.02% | 0.02% | 291 | -2,100 | -21.0% | Q1 2026 | Apr 29, 2026 |
| Curi Capital, LLC | History | Added to | 7,815 | 401 | 0.01% | 0.0% | 293 | +1,794 | 29.8% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 7,761 | 398 | 0.0% | 0.0% | 294 | +672 | 9.48% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 7,677 | 394 | 0.04% | 0.03% | 295 | +2,658 | 52.96% | Q1 2026 | Apr 06, 2026 |
| waypoint wealth counsel | History | Reduced | 7,685 | 394 | 0.2% | 0.14% | 296 | -203 | -2.57% | Q1 2026 | Apr 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 7,451 | 382 | 0.03% | 0.03% | 297 | +39 | 0.53% | Q1 2026 | May 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 7,423 | 381 | 0.02% | 0.02% | 298 | +95 | 1.3% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 7,342 | 377 | 0.01% | 0.01% | 299 | +1,302 | 21.56% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 7,328 | 376 | 0.01% | 0.01% | 300 | +2,496 | 51.66% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 7,315 | 375 | 0.0% | 0.03% | 301 | -1,691,397 | -99.57% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,245 | 373 | 0.0% | 0.0% | 302 | -57,239 | -88.76% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 10,280 | 371 | 0.12% | — | 305 | +10,280 | New | Q1 2026 | May 13, 2026 |
| FJ Capital Management LLC | History | Reduced | 7,224 | 371 | 0.04% | 0.06% | 304 | -4,866 | -40.25% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 7,227 | 371 | 0.01% | 0.01% | 303 | +439 | 6.47% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,021 | 360 | 0.0% | 0.0% | 306 | +168 | 2.45% | Q1 2026 | May 12, 2026 |
| DnB Asset Management AS | History | New | 6,948 | 356 | 0.0% | — | 307 | +6,948 | New | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 6,876 | 353 | 0.0% | 0.0% | 308 | +3,834 | 126.04% | Q1 2026 | May 04, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 6,694 | 343 | 0.01% | 0.01% | 309 | +78 | 1.18% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 6,676 | 342 | 0.0% | 0.0% | 310 | +956 | 16.71% | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | No change | 6,634 | 340 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 6,616 | 339 | 0.06% | 0.05% | 313 | -500 | -7.03% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,611 | 339 | 0.0% | 0.0% | 312 | -265 | -3.85% | Q1 2026 | May 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 6,372 | 327 | 0.02% | 0.02% | 314 | +622 | 10.82% | Q1 2026 | Apr 22, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 6,237 | 320 | 0.01% | 0.01% | 315 | -5,883 | -48.54% | Q1 2026 | Apr 21, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,235 | 320 | 0.0% | 0.0% | 316 | +517 | 9.04% | Q1 2026 | Apr 27, 2026 |
| REXFORD CAPITAL INC | History | No change | 6,157 | 316 | 0.23% | 0.22% | 317 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Optas, LLC | History | Added to | 6,118 | 314 | 0.05% | 0.04% | 318 | +1,405 | 29.81% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,105 | 313 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 6,043 | 310 | 0.01% | 0.01% | 321 | -980 | -13.95% | Q1 2026 | Apr 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,043 | 310 | 0.0% | 0.0% | 320 | +575 | 10.52% | Q1 2026 | Apr 07, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 6,046 | 310 | 0.01% | 0.01% | 322 | +375 | 6.61% | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 5,974 | 306 | 0.03% | 0.04% | 323 | -2,839 | -32.21% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,956 | 305 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ethic Inc. | History | Reduced | 5,930 | 304 | 0.0% | 0.01% | 325 | -6,672 | -52.94% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 5,855 | 302 | 0.02% | 0.02% | 326 | +671 | 12.94% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 5,849 | 300 | 0.01% | 0.01% | 327 | +881 | 17.73% | Q1 2026 | Apr 21, 2026 |
| Midwest Trust Co | History | Reduced | 5,783 | 297 | 0.0% | 0.0% | 328 | -1,000 | -14.74% | Q1 2026 | May 01, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 5,692 | 293 | 0.03% | 0.03% | 329 | -746 | -11.59% | Q1 2026 | Apr 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 5,667 | 291 | 0.0% | 0.0% | 330 | -12,084 | -68.08% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 5,643 | 290 | 0.02% | — | 331 | +5,643 | New | Q1 2026 | May 08, 2026 |
| Sagewood Asset Management LP | History | New | 5,593 | 287 | 0.09% | — | 332 | +5,593 | New | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 5,569 | 286 | 0.0% | — | 333 | +5,569 | New | Q1 2026 | May 08, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 5,552 | 285 | 0.06% | 0.06% | 334 | -295 | -5.05% | Q1 2026 | Apr 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,542 | 284 | 0.01% | 0.01% | 335 | +92 | 1.69% | Q1 2026 | May 07, 2026 |
| R Squared Ltd | History | Added to | 5,499 | 282 | 0.15% | 0.11% | 336 | +607 | 12.41% | Q1 2026 | Apr 29, 2026 |
| Moran Wealth Management, LLC | History | Added to | 5,495 | 282 | 0.01% | 0.01% | 337 | +521 | 10.47% | Q1 2026 | Apr 27, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 5,410 | 277 | 0.0% | 0.0% | 338 | +20 | 0.37% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 5,382 | 276 | 0.0% | 0.0% | 339 | +656 | 13.88% | Q1 2026 | Apr 08, 2026 |
| NORDEN GROUP LLC | History | New | 5,323 | 273 | 0.03% | — | 341 | +5,323 | New | Q1 2026 | Apr 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 5,333 | 273 | 0.0% | 0.0% | 340 | +753 | 16.44% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Added to | 5,110 | 262 | 0.01% | 0.01% | 343 | +862 | 20.29% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,101 | 262 | 0.0% | 0.0% | 342 | -25 | -0.49% | Q1 2026 | May 08, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 5,074 | 261 | 0.01% | — | 344 | +5,074 | New | Q1 2026 | May 15, 2026 |
| Cohen Klingenstein LLC | History | No change | 5,029 | 258 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 5,000 | 257 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Murchinson Ltd. | History | New | 5,000 | 256 | 0.03% | — | 348 | +5,000 | New | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,000 | 256 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,943 | 253 | 0.0% | 0.0% | 350 | -6,518 | -56.87% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,930 | 253 | 0.0% | 0.0% | 349 | -4,162 | -45.78% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | New | 4,874 | 250 | 0.04% | — | 353 | +4,874 | New | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Added to | 4,875 | 250 | 0.0% | 0.0% | 351 | +424 | 9.53% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | Added to | 4,871 | 250 | 0.02% | 0.02% | 352 | +300 | 6.56% | Q1 2026 | May 05, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 4,706 | 241 | 0.15% | — | 355 | +4,706 | New | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | New | 4,702 | 241 | 0.06% | — | 354 | +4,702 | New | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,647 | 239 | 0.0% | 0.0% | 356 | +280 | 6.41% | Q1 2026 | Apr 30, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,588 | 235 | 0.01% | 0.01% | 357 | +327 | 7.67% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,554 | 234 | 0.0% | 0.0% | 358 | -1,487 | -24.62% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 4,922 | 234 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| QTR Family Wealth, LLC | History | No change | 4,395 | 226 | 0.09% | 0.09% | 360 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 4,376 | 224 | 0.01% | 0.01% | 362 | +51 | 1.18% | Q1 2026 | Apr 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,360 | 224 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Centiva Capital, LP | History | Reduced | 4,328 | 222 | 0.0% | 0.05% | 363 | -120,672 | -96.54% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 4,334 | 222 | 0.01% | — | 364 | +4,334 | New | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | New | 4,245 | 218 | 0.0% | — | 365 | +4,245 | New | Q1 2026 | May 13, 2026 |
| Laurion Capital Management LP | History | New | 4,183 | 214 | 0.01% | — | 367 | +4,183 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 4,182 | 214 | 0.0% | 0.0% | 366 | +2,379 | 131.95% | Q1 2026 | Apr 13, 2026 |
| Ballentine Partners, LLC | History | New | 4,114 | 211 | 0.0% | — | 370 | +4,114 | New | Q1 2026 | May 14, 2026 |
| Impact Investors, Inc | History | New | 4,114 | 211 | 0.15% | — | 371 | +4,114 | New | Q1 2026 | Apr 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,118 | 211 | 0.0% | 0.01% | 369 | -3,232 | -43.97% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,125 | 211 | 0.0% | 0.0% | 368 | -2,873 | -41.05% | Q1 2026 | Apr 27, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 4,079 | 209 | 0.0% | — | 372 | +4,079 | New | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | New | 4,044 | 209 | 0.02% | — | 373 | +4,044 | New | Q1 2026 | May 15, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | New | 4,060 | 208 | 0.07% | — | 375 | +4,060 | New | Q1 2026 | Apr 14, 2026 |
| Caitlin John, LLC | History | Reduced | 4,059 | 208 | 0.12% | 0.25% | 374 | -3,838 | -48.6% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,012 | 206 | 0.0% | 0.0% | 376 | +569 | 16.53% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | New | 3,951 | 202 | 0.0% | — | 377 | +3,951 | New | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | New | 3,915 | 201 | 0.04% | — | 378 | +3,915 | New | Q1 2026 | Apr 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 3,909 | 200 | 0.0% | 0.01% | 379 | -123,673 | -96.94% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,361 | 172 | 0.0% | 0.0% | 380 | +470 | 16.26% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 3,290 | 169 | 0.07% | 0.06% | 381 | +61 | 1.89% | Q1 2026 | Apr 28, 2026 |
| Bayforest Capital Ltd | History | Added to | 2,931 | 150 | 0.17% | 0.09% | 383 | +493 | 20.22% | Q1 2026 | Apr 15, 2026 |
| STRS OHIO | History | Reduced | 2,936 | 150 | 0.0% | 0.0% | 382 | -40 | -1.34% | Q1 2026 | Apr 24, 2026 |
| Triumph Capital Management | History | No change | 2,489 | 127 | 0.03% | 0.03% | 384 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | No change | 2,469 | 126 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,567 | 122 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Added to | 2,224 | 114 | 0.0% | 0.0% | 387 | +1,335 | 150.17% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,932 | 99 | 0.0% | 0.0% | 388 | +84 | 4.55% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | Added to | 1,830 | 94 | 0.03% | 0.02% | 389 | +83 | 4.75% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,733 | 89 | 0.0% | 0.0% | 390 | +798 | 85.35% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Reduced | 1,695 | 87 | 0.01% | 0.03% | 391 | -9,096 | -84.29% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Added to | 1,626 | 83 | 0.0% | 0.0% | 392 | +844 | 107.93% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,546 | 79 | 0.02% | 0.04% | 394 | -1,774 | -53.43% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,536 | 79 | 0.0% | 0.0% | 393 | +705 | 84.84% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | Added to | 1,494 | 76 | 0.0% | 0.0% | 395 | +264 | 21.46% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,424 | 73 | 0.0% | 0.0% | 396 | +17 | 1.21% | Q1 2026 | May 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,410 | 72 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,333 | 68 | 0.0% | 0.0% | 398 | -17,525 | -92.93% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,341 | 63 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Reduced | 1,131 | 58 | 0.01% | 0.02% | 400 | -476 | -29.62% | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | No change | 1,132 | 58 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,003 | 51 | 0.0% | 0.0% | 402 | +807 | 411.73% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,007 | 51 | 0.0% | 0.0% | 403 | +408 | 68.11% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 962 | 49 | 0.0% | 0.0% | 404 | +64 | 7.13% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 912 | 46 | 0.01% | 0.01% | 405 | +10 | 1.11% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 802 | 41 | 0.0% | 0.0% | 406 | -10 | -1.23% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | Reduced | 656 | 33 | 0.01% | 0.01% | 408 | -23 | -3.39% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | No change | 644 | 33 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 637 | 32 | 0.0% | 0.0% | 409 | +84 | 15.19% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 617 | 31 | 0.0% | 0.0% | 410 | +11 | 1.82% | Q1 2026 | Apr 17, 2026 |
| WealthCollab, LLC | History | No change | 526 | 27 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 483 | 24 | 0.0% | — | 414 | +483 | New | Q1 2026 | May 19, 2026 |
| JPL Wealth Management, LLC | History | New | 471 | 24 | 0.01% | — | 415 | +471 | New | Q1 2026 | May 08, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 479 | 24 | 0.0% | 0.0% | 413 | -51 | -9.62% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 472 | 24 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | No change | 457 | 23 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 416 | 21 | 0.0% | — | 417 | +416 | New | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 397 | 20 | 0.0% | — | 419 | +397 | New | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 399 | 20 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 383 | 19 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 381 | 19 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 368 | 17 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 289 | 14 | 0.0% | 0.0% | 424 | +123 | 74.1% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 286 | 14 | 0.0% | 0.0% | 423 | -51 | -15.13% | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 271 | 13 | 0.0% | 0.03% | 426 | -1,921 | -87.64% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 269 | 13 | 0.0% | 0.01% | 425 | -1,438 | -84.24% | Q1 2026 | May 11, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 260 | 13 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 253 | 12 | 0.01% | — | 429 | +253 | New | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | New | 248 | 12 | 0.0% | — | 428 | +248 | New | Q1 2026 | Apr 22, 2026 |
| Activest Wealth Management | History | Added to | 201 | 10 | 0.0% | 0.0% | 431 | +3 | 1.52% | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 206 | 10 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Marquette Asset Management, LLC | History | New | 186 | 9 | 0.0% | — | 434 | +186 | New | Q1 2026 | Apr 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 178 | 9 | 0.0% | 0.0% | 433 | +72 | 67.92% | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 185 | 9 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 165 | 8 | 0.0% | 0.0% | 435 | +61 | 58.65% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 144 | 7 | 0.01% | 0.01% | 438 | +10 | 7.46% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | No change | 154 | 7 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | No change | 151 | 7 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aventura Private Wealth, LLC | History | New | 117 | 6 | 0.0% | — | 443 | +117 | New | Q1 2026 | May 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 129 | 6 | 0.0% | 0.0% | 440 | +41 | 46.59% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,163 | 6 | 0.0% | 0.0% | 439 | +23 | 0.37% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Added to | 136 | 6 | 0.0% | 0.0% | 441 | +15 | 12.4% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 130 | 6 | 0.0% | 0.0% | 442 | -2 | -1.52% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 116 | 5 | 0.0% | — | 450 | +116 | New | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 99 | 5 | 0.0% | — | 449 | +99 | New | Q1 2026 | Apr 30, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 111 | 5 | 0.0% | 0.0% | 448 | +33 | 42.31% | Q1 2026 | Apr 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 112 | 5 | 0.0% | 0.0% | 447 | +31 | 38.27% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 107 | 5 | 0.0% | 0.0% | 444 | +20 | 22.99% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 112 | 5 | 0.0% | 0.0% | 446 | -7 | -5.88% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 103 | 5 | 0.0% | 0.0% | 445 | -5 | -4.63% | Q1 2026 | Apr 23, 2026 |
| TD Waterhouse Canada Inc. | History | New | 94 | 4 | 0.0% | — | 451 | +94 | New | Q1 2026 | May 12, 2026 |
| Torren Management, LLC | History | Reduced | 63 | 3 | 0.0% | 0.04% | 455 | -1,445 | -95.82% | Q1 2026 | Apr 30, 2026 |
| Wall Street Financial Group, Inc. | History | New | 68 | 3 | 0.0% | — | 456 | +68 | New | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 64 | 3 | 0.0% | 0.0% | 453 | +30 | 88.24% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 76 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 47 | 2 | 0.0% | — | 462 | +47 | New | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | New | 43 | 2 | 0.0% | — | 463 | +43 | New | Q1 2026 | Apr 30, 2026 |
| Investors Portfolio Services LLC | History | New | 39 | 2 | 0.0% | — | 464 | +39 | New | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 47 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 45 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 57 | 2 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 40 | 2 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 466 | -620 | -94.66% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | New | 38 | 1 | 0.0% | — | 481 | +38 | New | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | New | 34 | 1 | 0.0% | — | 480 | +34 | New | Q1 2026 | Apr 28, 2026 |
| ATWOOD & PALMER INC | History | New | 20 | 1 | 0.0% | — | 479 | +20 | New | Q1 2026 | Apr 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 471 | -17 | -34.69% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | Added to | 26 | 1 | 0.0% | — | 465 | +10 | 62.5% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 29 | 1 | 0.0% | — | 469 | +8 | 38.1% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 24 | 1 | 0.0% | — | 476 | +5 | 26.32% | Q1 2026 | May 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 37 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bare Financial Services, Inc | History | No change | 22 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dogwood Wealth Management LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | No change | 20 | 1 | 0.0% | — | 475 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| EFG International AG | History | No change | 20 | 1 | 0.0% | — | 477 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 21 | 1 | 0.0% | — | 478 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.02% | — | -2,771,437 | -100.0% | Q1 2026 | May 13, 2026 |
| ARIEL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -1,169,327 | -100.0% | Q1 2026 | May 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -996,991 | -100.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -300,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -184,879 | -100.0% | Q1 2026 | May 15, 2026 |
| North Reef Capital Management LP | History | Closed out | 0 | 0 | — | 0.29% | — | -150,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -149,778 | -100.0% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.01% | — | -148,771 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.18% | — | -147,620 | -100.0% | Q1 2026 | May 13, 2026 |
| RENAISSANCE GROUP LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -141,675 | -100.0% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.02% | — | -119,115 | -100.0% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -111,724 | -100.0% | Q1 2026 | May 04, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Closed out | 0 | 0 | — | 0.37% | — | -106,252 | -100.0% | Q1 2026 | May 11, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.14% | — | -100,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -93,753 | -100.0% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -92,129 | -100.0% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.1% | — | -74,985 | -100.0% | Q1 2026 | May 18, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -74,176 | -100.0% | Q1 2026 | Apr 09, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -70,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -52,501 | -100.0% | Q1 2026 | May 14, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.13% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -49,745 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -44,374 | -100.0% | Q1 2026 | May 11, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -43,932 | -100.0% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -41,393 | -100.0% | Q1 2026 | May 14, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.51% | — | -40,000 | -100.0% | Q1 2026 | May 15, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Closed out | 0 | 0 | — | 1.56% | — | -33,562 | -100.0% | Q1 2026 | Apr 20, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,160 | -100.0% | Q1 2026 | May 13, 2026 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 2.65% | — | -21,000 | -100.0% | Q1 2026 | May 13, 2026 |
| CIBRA Capital Ltd | History | Closed out | 0 | 0 | — | 1.71% | — | -21,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Drucker Wealth 3.0, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -18,498 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,785 | -100.0% | Q1 2026 | May 06, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -13,297 | -100.0% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,081 | -100.0% | Q1 2026 | May 15, 2026 |
| Sylvest Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -11,810 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Global Financial Private Client, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -11,061 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,056 | -100.0% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,483 | -100.0% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -8,645 | -100.0% | Q1 2026 | May 05, 2026 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,134 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,879 | -100.0% | Q1 2026 | May 20, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,754 | -100.0% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,619 | -100.0% | Q1 2026 | May 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,905 | -100.0% | Q1 2026 | May 13, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,755 | -100.0% | Q1 2026 | May 11, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,718 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,704 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,581 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,019 | -100.0% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,722 | -100.0% | Q1 2026 | Apr 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,635 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,554 | -100.0% | Q1 2026 | Apr 23, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -4,391 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,221 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -496 | -100.0% | Q1 2026 | May 22, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -471 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 04, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -361 | -100.0% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q1 2026 | May 01, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | May 04, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 04, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| Covestor Ltd | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 06, 2026 |
| Freestone Grove Partners LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cromwell Holdings LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HFM Investment Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |