GOLUB CAPITAL BDC, Inc. - GBDC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STRS OHIO | History | Added to | 17,140,532 | 216,999 | 0.86% | 0.85% | 1 | +435,772 | 2.61% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,046,645 | 89,210 | 0.09% | 0.03% | 2 | +4,748,315 | 206.6% | Q1 2026 | May 05, 2026 |
| LM Advisors LLC | History | Reduced | 754 | 59,583 | 0.94% | 1.07% | 3 | -53 | -6.57% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,527,780 | 56,596 | 0.08% | 0.09% | 4 | -689,796 | -13.22% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 4,244,026 | 53,729 | 0.04% | 0.05% | 5 | -412,323 | -8.86% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,057,367 | 51,366 | 0.01% | 0.01% | 6 | +1,192,616 | 41.63% | Q1 2026 | May 05, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 3,756,271 | 47,554 | 3.33% | 2.42% | 7 | +395,339 | 11.76% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,750,533 | 46,881 | 2.26% | 2.36% | 8 | +147,734 | 4.1% | Q1 2026 | Apr 27, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 3,559,646 | 45,065 | 0.29% | 0.29% | 9 | +540,498 | 17.9% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,516,246 | 44,480 | 0.0% | 0.0% | 10 | -401,066 | -10.24% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Reduced | 3,365,900 | 42,612 | 0.53% | 0.61% | 11 | -703,990 | -17.3% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,269,917 | 41,397 | 0.0% | 0.0% | 12 | -245,629 | -6.99% | Q1 2026 | May 15, 2026 |
| ARES MANAGEMENT LLC | History | Added to | 3,058,356 | 38,718 | 2.55% | 2.12% | 13 | +322,146 | 11.77% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,802,868 | 35,484 | 0.06% | 0.06% | 14 | +491,866 | 21.28% | Q1 2026 | May 14, 2026 |
| Generali Asset Management SPA SGR | History | No change | 2,630,739 | 33,305 | 0.69% | 0.73% | 15 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lalia Capital, LLC | History | Added to | 2,541,926 | 32,180 | 20.33% | 26.34% | 16 | +62,747 | 2.53% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Added to | 2,238,659 | 28,375 | 0.01% | 0.01% | 17 | +175,808 | 8.52% | Q1 2026 | May 08, 2026 |
| Muzinich & Co., Inc. | History | Added to | 1,985,488 | 25,136 | 8.79% | 8.36% | 18 | +26,216 | 1.34% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Reduced | 1,977,346 | 25,033 | 0.0% | 0.0% | 19 | -1,071,329 | -35.14% | Q1 2026 | May 15, 2026 |
| Arnhold LLC | History | Added to | 1,537,089 | 19,459 | 1.43% | 1.51% | 20 | +67,000 | 4.56% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 1,514,544 | 19,174 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,292,404 | 16,361 | 1.16% | 0.5% | 22 | +794,222 | 159.42% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,282,818 | 16,240 | 0.02% | 0.01% | 23 | +922,242 | 255.77% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 1,220,738 | 15,454 | 0.09% | 0.11% | 24 | -143,206 | -10.5% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,193,824 | 15,113 | 0.0% | 0.0% | 25 | -798,273 | -40.07% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,147,387 | 14,525 | 0.0% | 0.0% | 26 | +543,217 | 89.91% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,056,492 | 13,375 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hirtle & Co., LLC | History | Added to | 1,016,679 | 12,871 | 0.44% | 0.47% | 28 | +9,437 | 0.94% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 953,212 | 12,067 | 0.01% | 0.0% | 29 | +665,878 | 231.74% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 942,550 | 11,932 | 0.06% | — | 30 | +942,550 | New | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 936,373 | 11,854 | 0.63% | 0.61% | 31 | +47,189 | 5.31% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 857,449 | 10,855 | 0.02% | 0.02% | 32 | +10,112 | 1.19% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 845,900 | 10,709 | 0.02% | 0.03% | 33 | -183,100 | -17.79% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 743,706 | 9,415 | 0.0% | 0.0% | 34 | +328,814 | 79.25% | Q1 2026 | May 11, 2026 |
| Boston Partners | History | Reduced | 662,847 | 8,398 | 0.01% | 0.02% | 35 | -415,844 | -38.55% | Q1 2026 | May 11, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Reduced | 625,000 | 7,937 | 0.13% | 0.19% | 36 | -175,000 | -21.88% | Q1 2026 | Apr 22, 2026 |
| Next Capital Management LLC | History | Added to | 567,205 | 7,180 | 2.17% | 1.06% | 37 | +322,992 | 132.26% | Q1 2026 | May 07, 2026 |
| Prairiewood Capital, LLC | History | Added to | 521,431 | 6,601 | 1.91% | 1.92% | 38 | +64,703 | 14.17% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 500,506 | 6,336 | 0.01% | 0.01% | 39 | -16,298 | -3.15% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 491,880 | 6,227 | 0.02% | 0.02% | 40 | -68,185 | -12.17% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 479,099 | 6,065 | 0.0% | 0.0% | 41 | -66,179 | -12.14% | Q1 2026 | May 06, 2026 |
| North Ground Capital | History | Added to | 478,894 | 6,062 | 7.3% | 2.2% | 42 | +152,788 | 46.85% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 476,692 | 6,034 | 0.01% | 0.02% | 43 | -185,176 | -27.98% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 431,251 | 5,459 | 0.15% | 0.16% | 44 | +20,000 | 4.86% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 428,575 | 5,425 | 0.02% | 0.03% | 45 | -226,331 | -34.56% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 421,704 | 5,338 | 0.0% | 0.0% | 46 | -356,600 | -45.82% | Q1 2026 | May 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 418,968 | 5,304 | 0.44% | 0.41% | 47 | +45,150 | 12.08% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 409,035 | 5,178 | 0.01% | 0.01% | 48 | +1,031 | 0.25% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 390,846 | 4,948 | 0.06% | 0.06% | 49 | +20,077 | 5.41% | Q1 2026 | May 01, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 379,086 | 4,799 | 0.08% | 0.08% | 50 | +23,948 | 6.74% | Q1 2026 | May 15, 2026 |
| Granite FO LLC | History | Reduced | 376,295 | 4,763 | 2.82% | 2.9% | 51 | -24,210 | -6.04% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 375,135 | 4,749 | 0.04% | 0.0% | 52 | +356,348 | 1896.78% | Q1 2026 | May 01, 2026 |
| Waterloo Capital, L.P. | History | Added to | 370,410 | 4,689 | 0.33% | 0.15% | 53 | +219,379 | 145.25% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 366,730 | 4,642 | 0.01% | 0.01% | 54 | +117,370 | 47.07% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 365,433 | 4,626 | 0.0% | 0.0% | 55 | -6,888 | -1.85% | Q1 2026 | May 14, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 365,282 | 4,624 | 0.51% | 0.56% | 56 | -7,338 | -1.97% | Q1 2026 | May 08, 2026 |
| Tranquility Partners, LLC | History | Added to | 362,806 | 4,593 | 1.73% | 1.73% | 57 | +9,312 | 2.63% | Q1 2026 | Apr 20, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 346,673 | 4,388 | 2.38% | 2.06% | 58 | +11,512 | 3.43% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 345,754 | 4,377 | 0.01% | 0.01% | 59 | -1,836 | -0.53% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 326,878 | 4,138 | 0.06% | 0.07% | 60 | -19,027 | -5.5% | Q1 2026 | Apr 01, 2026 |
| STATE STREET CORP | History | Reduced | 320,810 | 4,061 | 0.0% | 0.0% | 61 | -3,045 | -0.94% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 316,706 | 4,009 | 0.13% | 0.17% | 62 | -55,108 | -14.82% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 314,297 | 3,979 | 0.02% | 0.02% | 63 | +13,717 | 4.56% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 309,735 | 3,921 | 0.02% | 0.02% | 64 | -12,297 | -3.82% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 304,911 | 3,860 | 0.01% | 0.01% | 65 | +3,799 | 1.26% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 304,413 | 3,853 | 0.0% | 0.01% | 66 | -147,099 | -32.58% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 302,063 | 3,824 | 0.0% | 0.0% | 67 | +134,390 | 80.15% | Q1 2026 | May 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 287,721 | 3,664 | 0.01% | 0.01% | 68 | -57,912 | -16.76% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 282,794 | 3,580 | 0.0% | 0.0% | 69 | +22,966 | 8.84% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 275,987 | 3,493 | 0.1% | 0.1% | 70 | +4,697 | 1.73% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 264,177 | 3,344 | 0.11% | 0.12% | 71 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 259,014 | 3,279 | 0.02% | 0.01% | 72 | +64,780 | 33.35% | Q1 2026 | May 14, 2026 |
| Naviter Wealth, LLC | History | Added to | 255,997 | 3,240 | 0.4% | 0.39% | 73 | +37,534 | 17.18% | Q1 2026 | Apr 10, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 251,300 | 3,181 | 0.92% | 1.26% | 74 | -121,940 | -32.67% | Q1 2026 | Apr 23, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 247,203 | 3,129 | 1.04% | 1.07% | 75 | +3,749 | 1.54% | Q1 2026 | Apr 22, 2026 |
| United Advisor Group, LLC | History | Added to | 242,315 | 3,067 | 0.38% | 0.36% | 76 | +27,180 | 12.63% | Q1 2026 | Apr 17, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 239,802 | 3,035 | 0.25% | 0.29% | 77 | -24,193 | -9.16% | Q1 2026 | May 01, 2026 |
| Family Manage LLC | History | Added to | 228,526 | 2,893 | 0.35% | 0.17% | 78 | +130,648 | 133.48% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 225,746 | 2,857 | 0.03% | 0.02% | 79 | +139,945 | 163.1% | Q1 2026 | Apr 23, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 216,330 | 2,738 | 0.07% | 0.08% | 80 | -3,856 | -1.75% | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | Added to | 213,953 | 2,708 | 0.2% | 0.23% | 81 | +5,092 | 2.44% | Q1 2026 | May 07, 2026 |
| Callodine Capital Management, LP | History | Reduced | 200,000 | 2,532 | 0.18% | 0.49% | 82 | -250,000 | -55.56% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 198,850 | 2,517 | 0.0% | 0.0% | 83 | +74,580 | 60.01% | Q1 2026 | May 13, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 179,126 | 2,267 | 1.63% | 1.64% | 84 | -20,501 | -10.27% | Q1 2026 | Apr 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 175,000 | 2,215 | 0.17% | 0.17% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 172,431 | 2,182 | 0.0% | 0.0% | 86 | +12,446 | 7.78% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 167,851 | 2,124 | 0.0% | 0.0% | 87 | +136,171 | 429.83% | Q1 2026 | May 15, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Added to | 152,277 | 1,927 | 1.06% | 1.0% | 88 | +24,177 | 18.87% | Q1 2026 | Apr 16, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 150,523 | 1,905 | 0.21% | 0.26% | 89 | +3,689 | 2.51% | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 149,341 | 1,890 | 0.01% | 0.01% | 90 | +25,696 | 20.78% | Q1 2026 | Apr 27, 2026 |
| Alpine Global Management, LLC | History | New | 146,853 | 1,859 | 0.28% | — | 91 | +146,853 | New | Q1 2026 | May 15, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 143,662 | 1,818 | 0.68% | 0.34% | 92 | +73,846 | 105.77% | Q1 2026 | Apr 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 142,460 | 1,803 | 0.0% | 0.01% | 93 | -305,540 | -68.2% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 141,065 | 1,785 | 0.03% | 0.05% | 94 | -76,649 | -35.21% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Added to | 139,327 | 1,763 | 0.0% | 0.0% | 95 | +33,387 | 31.52% | Q1 2026 | May 12, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 139,060 | 1,760 | 0.05% | 0.06% | 96 | -7,559 | -5.16% | Q1 2026 | May 04, 2026 |
| Focused Wealth Management, Inc | History | Added to | 131,794 | 1,668 | 0.17% | 0.02% | 97 | +119,849 | 1003.34% | Q1 2026 | Apr 20, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 124,292 | 1,573 | 0.01% | 0.01% | 98 | +21,802 | 21.27% | Q1 2026 | Apr 23, 2026 |
| General Partner, Inc. | History | No change | 123,041 | 1,557 | 0.95% | 0.95% | 99 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 122,693 | 1,553 | 0.0% | 0.0% | 100 | +34,049 | 38.41% | Q1 2026 | Apr 22, 2026 |
| AlphaQuest LLC | History | No change | 114,456 | 1,553 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | Added to | 122,574 | 1,551 | 0.14% | 0.13% | 102 | +3,588 | 3.02% | Q1 2026 | Apr 30, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 120,200 | 1,521 | 0.68% | 1.27% | 103 | -127,500 | -51.47% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 119,901 | 1,517 | 0.0% | 0.0% | 104 | +13,527 | 12.72% | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 119,692 | 1,515 | 0.31% | 0.34% | 105 | +2,471 | 2.11% | Q1 2026 | May 15, 2026 |
| Independent Family Office, LLC | History | New | 119,013 | 1,506 | 0.62% | — | 106 | +119,013 | New | Q1 2026 | May 15, 2026 |
| Berkeley Capital Partners, LLC | History | New | 117,050 | 1,481 | 0.34% | — | 107 | +117,050 | New | Q1 2026 | May 06, 2026 |
| Osbon Capital Management LLC | History | Added to | 112,081 | 1,418 | 1.16% | 1.42% | 108 | +415 | 0.37% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 111,109 | 1,406 | 0.03% | 0.04% | 109 | -36,564 | -24.76% | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | Reduced | 108,152 | 1,369 | 0.25% | 0.58% | 110 | -128,594 | -54.32% | Q1 2026 | May 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 106,309 | 1,345 | 0.03% | 0.03% | 111 | +7,780 | 7.9% | Q1 2026 | Apr 17, 2026 |
| Abundance Wealth Counselors | History | Added to | 106,029 | 1,342 | 0.19% | 0.23% | 112 | +7,218 | 7.3% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 103,122 | 1,305 | 0.03% | 0.03% | 113 | -11,853 | -10.31% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 100,967 | 1,278 | 0.0% | 0.0% | 114 | +2,401 | 2.44% | Q1 2026 | May 15, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 98,148 | 1,242 | 0.19% | 0.18% | 115 | +14,495 | 17.33% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 96,927 | 1,227 | 0.01% | 0.01% | 116 | -7,163 | -6.88% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | New | 96,554 | 1,222 | 0.03% | — | 117 | +96,554 | New | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Reduced | 92,776 | 1,174 | 0.0% | 0.0% | 118 | -113 | -0.12% | Q1 2026 | May 15, 2026 |
| Orographic Financial Advisors, LLC | History | New | 84,479 | 1,069 | 0.76% | — | 119 | +84,479 | New | Q1 2026 | May 19, 2026 |
| ExodusPoint Capital Management, LP | History | New | 84,402 | 1,068 | 0.01% | — | 120 | +84,402 | New | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 84,259 | 1,066 | 0.0% | 0.0% | 121 | +33,010 | 64.41% | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 84,152 | 1,065 | 0.09% | 0.05% | 122 | +42,069 | 99.97% | Q1 2026 | Apr 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 84,040 | 1,063 | 0.55% | 0.69% | 123 | +5,245 | 6.66% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 81,243 | 1,028 | 0.0% | 0.0% | 124 | -20,052 | -19.8% | Q1 2026 | May 13, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 80,000 | 1,012 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Reduced | 79,660 | 1,008 | 0.0% | 0.0% | 126 | -1,750 | -2.15% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 79,373 | 1,004 | 0.0% | 0.0% | 127 | +38,021 | 91.94% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | No change | 75,472 | 955 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | Added to | 75,246 | 952 | 0.07% | 0.08% | 129 | +40,442 | 116.2% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 75,189 | 951 | 0.01% | 0.01% | 130 | +7,213 | 10.61% | Q1 2026 | Apr 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 74,205 | 939 | 0.1% | 0.18% | 131 | -52,850 | -41.6% | Q1 2026 | Apr 22, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 72,973 | 923 | 0.32% | 0.27% | 132 | +18,419 | 33.76% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | New | 72,500 | 917 | 0.0% | — | 133 | +72,500 | New | Q1 2026 | May 11, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 72,400 | 916 | 0.22% | 0.21% | 134 | +8,265 | 12.89% | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 70,987 | 898 | 0.01% | 0.01% | 135 | -17 | -0.02% | Q1 2026 | May 05, 2026 |
| Global Endowment Management, LP | History | No change | 70,000 | 886 | 0.1% | 0.12% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 69,816 | 883 | 0.01% | 0.01% | 137 | +15,263 | 27.98% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | No change | 67,139 | 849 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 64,077 | 811 | 0.0% | 0.0% | 139 | -18,233 | -22.15% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 62,814 | 795 | 0.01% | 0.01% | 140 | +5,838 | 10.25% | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 62,625 | 792 | 0.67% | — | 141 | +62,625 | New | Q1 2026 | May 12, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 61,624 | 780 | 0.04% | 0.06% | 142 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 61,230 | 778 | 0.09% | 0.12% | 143 | -5,185 | -7.81% | Q1 2026 | Apr 22, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 61,309 | 776 | 0.06% | 0.07% | 144 | -2,447 | -3.84% | Q1 2026 | May 13, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 60,000 | 759 | 0.32% | — | 145 | +60,000 | New | Q1 2026 | Apr 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 59,240 | 749 | 0.0% | 0.0% | 146 | -4,049 | -6.4% | Q1 2026 | May 15, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 57,385 | 726 | 0.57% | 0.87% | 147 | +776 | 1.37% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,094 | 710 | 0.0% | 0.0% | 148 | -6,959 | -11.04% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 56,016 | 709 | 0.01% | 0.0% | 149 | +43,348 | 342.19% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 729 | 698 | 0.06% | — | 150 | +729 | New | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 55,095 | 697 | 0.02% | 0.02% | 151 | +4,609 | 9.13% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 53,919 | 684 | 0.0% | 0.0% | 152 | +540 | 1.01% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 51,102 | 646 | 0.01% | 0.0% | 153 | +22,975 | 81.68% | Q1 2026 | May 13, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | Added to | 50,700 | 645 | 0.54% | 0.34% | 154 | +20,800 | 69.57% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 48,565 | 643 | 0.01% | 0.01% | 155 | +5,858 | 13.72% | Q1 2026 | May 04, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 48,365 | 612 | 0.17% | 0.17% | 156 | +2,450 | 5.34% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 47,569 | 602 | 0.01% | 0.01% | 157 | -200 | -0.42% | Q1 2026 | Apr 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 47,488 | 601 | 0.0% | 0.0% | 158 | +5,259 | 12.45% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 47,300 | 598 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Haven Private, LLC | History | Added to | 46,852 | 593 | 0.26% | 0.25% | 160 | +5,110 | 12.24% | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 43,600 | 591 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 45,826 | 580 | 0.0% | 0.0% | 162 | +2,000 | 4.56% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 45,203 | 572 | 0.0% | 0.0% | 163 | -14,806 | -24.67% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 45,071 | 570 | 0.01% | 0.02% | 164 | -314 | -0.69% | Q1 2026 | May 04, 2026 |
| Kathmere Capital Management, LLC | History | New | 44,166 | 559 | 0.03% | — | 166 | +44,166 | New | Q1 2026 | Apr 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 44,189 | 559 | 0.0% | 0.0% | 165 | +1,235 | 2.88% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 43,946 | 556 | 0.01% | 0.04% | 167 | -220,285 | -83.37% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 43,710 | 553 | 0.0% | 0.0% | 168 | -223,292 | -83.63% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 43,480 | 550 | 0.0% | 0.0% | 169 | -94,997 | -68.6% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Added to | 42,666 | 540 | 0.0% | 0.0% | 170 | +123 | 0.29% | Q1 2026 | Apr 24, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 40,593 | 513 | 0.03% | 0.03% | 171 | +4,733 | 13.2% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 40,381 | 511 | 0.01% | 0.02% | 172 | +500 | 1.25% | Q1 2026 | Apr 21, 2026 |
| Ethos Financial Group, LLC | History | No change | 37,540 | 509 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 39,751 | 503 | 0.51% | 3.35% | 174 | -377,914 | -90.48% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 39,662 | 502 | 0.03% | 0.03% | 175 | -2,043 | -4.9% | Q1 2026 | Apr 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 38,964 | 493 | 0.01% | 0.01% | 176 | +13,011 | 50.13% | Q1 2026 | May 14, 2026 |
| IFC Advisors LLC | History | Reduced | 38,956 | 493 | 0.07% | 0.09% | 177 | -7,556 | -16.25% | Q1 2026 | May 04, 2026 |
| Investment Research Partners LLC | History | Added to | 36,988 | 468 | 0.19% | 0.2% | 179 | +2,385 | 6.89% | Q1 2026 | Apr 29, 2026 |
| Bison Wealth, LLC | History | No change | 35,799 | 468 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 34,355 | 466 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 35,213 | 445 | 0.06% | 0.07% | 181 | -200 | -0.56% | Q1 2026 | Apr 22, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 34,872 | 441 | 0.03% | 0.04% | 182 | -10,476 | -23.1% | Q1 2026 | Apr 01, 2026 |
| Empowered Funds, LLC | History | Added to | 34,828 | 440 | 0.0% | 0.01% | 183 | +5,619 | 19.24% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 34,829 | 440 | 0.02% | 0.02% | 184 | -1,429 | -3.94% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,932 | 429 | 0.0% | 0.0% | 185 | -1,873 | -5.23% | Q1 2026 | May 15, 2026 |
| Shade Tree Advisors LLC | History | Reduced | 33,565 | 424 | 0.3% | 0.5% | 186 | -14,804 | -30.61% | Q1 2026 | May 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 32,971 | 417 | 0.02% | 0.03% | 187 | -14,361 | -30.34% | Q1 2026 | May 06, 2026 |
| Headlands Technologies LLC | History | New | 32,823 | 415 | 0.05% | — | 188 | +32,823 | New | Q1 2026 | May 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 31,826 | 402 | 0.13% | 0.07% | 189 | +15,228 | 91.75% | Q1 2026 | May 01, 2026 |
| OneAscent Investment Solutions LLC | History | Reduced | 31,432 | 397 | 0.4% | 0.5% | 190 | -3,713 | -10.56% | Q1 2026 | Apr 29, 2026 |
| CAZ INVESTMENTS LP | History | New | 30,000 | 379 | 0.44% | — | 192 | +30,000 | New | Q1 2026 | May 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 30,010 | 379 | 0.01% | 0.01% | 191 | +29 | 0.1% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,841 | 377 | 0.0% | 0.0% | 193 | -1,290 | -4.14% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 29,492 | 373 | 0.01% | 0.01% | 194 | +6,076 | 25.95% | Q1 2026 | Apr 28, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 29,101 | 368 | 0.09% | 0.09% | 195 | +682 | 2.4% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,987 | 367 | 0.0% | 0.0% | 196 | -8,448 | -22.57% | Q1 2026 | Apr 30, 2026 |
| J.M. Arbour, LLC | History | Reduced | 28,888 | 365 | 0.35% | 0.99% | 197 | -44,329 | -60.54% | Q1 2026 | Apr 21, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 28,725 | 363 | 0.03% | — | 199 | +28,725 | New | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 28,699 | 363 | 0.0% | 0.0% | 198 | +20,700 | 258.78% | Q1 2026 | Apr 16, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 28,068 | 357 | 0.0% | 0.0% | 200 | -2,255 | -7.44% | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 28,136 | 356 | 0.1% | 0.14% | 202 | -31,360 | -52.71% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 28,138 | 356 | 0.0% | 0.0% | 201 | +11,444 | 68.55% | Q1 2026 | May 11, 2026 |
| Monument Capital Management | History | No change | 28,004 | 354 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 27,862 | 352 | 0.01% | 0.01% | 204 | +2,977 | 11.96% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | No change | 27,788 | 351 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Segment Wealth Management, LLC | History | New | 26,690 | 337 | 0.02% | — | 207 | +26,690 | New | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 26,690 | 337 | 0.0% | 0.0% | 206 | +10,861 | 68.61% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 26,493 | 335 | 0.0% | 0.0% | 208 | +8,300 | 45.62% | Q1 2026 | May 15, 2026 |
| waypoint wealth counsel | History | New | 25,725 | 325 | 0.17% | — | 209 | +25,725 | New | Q1 2026 | Apr 23, 2026 |
| NewGen Asset Management Ltd | History | New | 25,600 | 324 | 0.13% | — | 210 | +25,600 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 25,486 | 322 | 0.0% | 0.0% | 211 | -1,021 | -3.85% | Q1 2026 | May 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 25,145 | 318 | 0.04% | — | 212 | +25,145 | New | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,962 | 317 | 0.0% | 0.0% | 213 | -19,112 | -43.36% | Q1 2026 | Apr 08, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 25,000 | 316 | 0.09% | — | 214 | +25,000 | New | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 24,725 | 313 | 0.0% | 0.0% | 215 | +354 | 1.45% | Q1 2026 | May 12, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 24,424 | 309 | 0.01% | — | 216 | +24,424 | New | Q1 2026 | May 14, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 24,371 | 308 | 0.15% | 0.28% | 217 | -16,679 | -40.63% | Q1 2026 | Apr 21, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 23,349 | 295 | 0.1% | 0.11% | 218 | -1,271 | -5.16% | Q1 2026 | Apr 21, 2026 |
| First Affirmative Financial Network | History | New | 22,548 | 285 | 0.11% | — | 220 | +22,548 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,539 | 285 | 0.0% | 0.0% | 219 | +2,436 | 12.12% | Q1 2026 | Apr 27, 2026 |
| Port Capital LLC | History | No change | 22,000 | 278 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INVESTED ADVISORS | History | Added to | 21,927 | 277 | 0.28% | 0.3% | 222 | +623 | 2.92% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 21,809 | 276 | 0.0% | 0.0% | 223 | -8,240 | -27.42% | Q1 2026 | Apr 24, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 21,512 | 272 | 0.06% | 0.05% | 224 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 21,371 | 270 | 0.05% | 0.08% | 225 | -7,000 | -24.67% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 20,800 | 263 | 0.0% | — | 226 | +20,800 | New | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Reduced | 20,603 | 260 | 0.07% | 0.11% | 227 | -12,231 | -37.25% | Q1 2026 | Apr 08, 2026 |
| Magnus Financial Group LLC | History | Reduced | 20,465 | 259 | 0.02% | 0.03% | 228 | -11,901 | -36.77% | Q1 2026 | Apr 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 20,157 | 255 | 0.03% | — | 229 | +20,157 | New | Q1 2026 | May 15, 2026 |
| nVerses Capital, LLC | History | New | 20,156 | 255 | 0.23% | — | 230 | +20,156 | New | Q1 2026 | May 13, 2026 |
| Plancorp, LLC | History | Reduced | 20,000 | 254 | 0.01% | 0.01% | 231 | -76 | -0.38% | Q1 2026 | Apr 14, 2026 |
| Almitas Capital LLC | History | No change | 20,000 | 253 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 17,692 | 240 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brucke Financial, Inc. | History | Added to | 18,747 | 237 | 0.12% | 0.08% | 234 | +7,949 | 73.62% | Q1 2026 | Apr 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 18,621 | 235 | 0.05% | 0.08% | 235 | -8,467 | -31.26% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | Added to | 18,638 | 235 | 0.09% | 0.11% | 236 | +478 | 2.63% | Q1 2026 | Apr 29, 2026 |
| Virtu Financial LLC | History | New | 18,039 | 228 | 0.01% | — | 237 | +18,039 | New | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 17,448 | 220 | 0.01% | 0.01% | 238 | -999 | -5.42% | Q1 2026 | Apr 08, 2026 |
| DRW Securities, LLC | History | New | 17,357 | 219 | 0.0% | — | 240 | +17,357 | New | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 17,308 | 219 | 0.01% | 0.01% | 239 | -4,100 | -19.15% | Q1 2026 | Apr 22, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 17,068 | 216 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 16,807 | 212 | 0.01% | 0.01% | 242 | +326 | 1.98% | Q1 2026 | May 05, 2026 |
| New World Advisors LLC | History | Reduced | 16,612 | 210 | 0.04% | 0.07% | 243 | -11,511 | -40.93% | Q1 2026 | Apr 27, 2026 |
| MATAURO, LLC | History | No change | 16,611 | 210 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Miller Global Investments, LLC | History | No change | 16,566 | 209 | 0.19% | 0.2% | 245 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Significant Wealth Partners LLC | History | New | 16,280 | 206 | 0.25% | — | 247 | +16,280 | New | Q1 2026 | Apr 08, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 16,350 | 206 | 0.11% | 0.17% | 246 | -6,250 | -27.65% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | New | 16,092 | 203 | 0.0% | — | 249 | +16,092 | New | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 16,052 | 203 | 0.0% | 0.0% | 248 | +2,479 | 18.26% | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 15,926 | 201 | 0.13% | 0.15% | 250 | -61 | -0.38% | Q1 2026 | Apr 23, 2026 |
| GatePass Capital, LLC | History | No change | 15,920 | 201 | 0.09% | 0.11% | 251 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 15,790 | 199 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,706 | 199 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | No change | 15,311 | 193 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avail Investment Partners, LLC | History | New | 15,061 | 191 | 0.2% | — | 256 | +15,061 | New | Q1 2026 | May 13, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 15,125 | 191 | 0.13% | 0.12% | 255 | +2,000 | 15.24% | Q1 2026 | Apr 23, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 15,038 | 190 | 0.0% | 0.0% | 257 | +420 | 2.87% | Q1 2026 | Apr 14, 2026 |
| Core Wealth Partners LLC | History | No change | 15,060 | 190 | 0.09% | 0.09% | 258 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 14,928 | 189 | 0.23% | 0.41% | 259 | -15,749 | -51.34% | Q1 2026 | Apr 20, 2026 |
| Penbrook Management LLC | History | Reduced | 14,680 | 185 | 0.14% | 0.22% | 260 | -9,000 | -38.01% | Q1 2026 | Apr 21, 2026 |
| Avior Wealth Management, LLC | History | New | 14,508 | 183 | 0.01% | — | 261 | +14,508 | New | Q1 2026 | Apr 09, 2026 |
| National Philanthropic Trust | History | Added to | 14,115 | 178 | 0.0% | 0.0% | 262 | +2,387 | 20.35% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 13,662 | 172 | 0.03% | — | 263 | +13,662 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,458 | 170 | 0.0% | — | 265 | +13,458 | New | Q1 2026 | May 12, 2026 |
| CFO4Life Group, LLC | History | Added to | 13,443 | 170 | 0.03% | 0.03% | 264 | +377 | 2.89% | Q1 2026 | May 11, 2026 |
| True North Advisors, LLC | History | New | 13,420 | 169 | 0.02% | — | 266 | +13,420 | New | Q1 2026 | May 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 12,415 | 168 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 13,009 | 164 | 0.06% | 0.07% | 268 | +581 | 4.67% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,892 | 163 | 0.0% | 0.0% | 270 | +502 | 4.05% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,950 | 163 | 0.0% | 0.0% | 269 | -300 | -2.26% | Q1 2026 | May 18, 2026 |
| State of Alaska, Department of Revenue | History | No change | 12,826 | 162 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Permanent Capital Management, LP | History | Added to | 11,728 | 160 | 0.02% | 0.03% | 272 | +1,428 | 13.86% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 12,215 | 154 | 0.02% | 0.01% | 273 | +1,800 | 17.28% | Q1 2026 | May 07, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 12,089 | 153 | 0.04% | 0.04% | 274 | +690 | 6.05% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | Reduced | 12,066 | 152 | 0.03% | 0.04% | 275 | -1,229 | -9.24% | Q1 2026 | May 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 11,875 | 150 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investmark Advisory Group LLC | History | New | 11,834 | 149 | 0.06% | — | 278 | +11,834 | New | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 11,770 | 149 | 0.0% | 0.0% | 277 | -6,417 | -35.28% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 11,717 | 148 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 11,628 | 147 | 0.01% | 0.01% | 280 | +1,328 | 12.89% | Q1 2026 | May 13, 2026 |
| EMC Capital Management | History | No change | 10,820 | 147 | 0.07% | 0.07% | 281 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Sunbelt Securities, Inc. | History | New | 11,000 | 139 | 0.01% | — | 282 | +11,000 | New | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Added to | 10,950 | 138 | 0.08% | 0.08% | 283 | +266 | 2.49% | Q1 2026 | Apr 28, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 10,797 | 136 | 0.02% | — | 285 | +10,797 | New | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Added to | 10,771 | 136 | 0.0% | 0.0% | 284 | +1,246 | 13.08% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,474 | 132 | 0.01% | 0.01% | 286 | +8 | 0.08% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,406 | 131 | 0.0% | 0.0% | 288 | -1,611 | -13.41% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 10,357 | 131 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 10,414 | 131 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ancora Advisors LLC | History | No change | 10,373 | 131 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 200,000 | 130 | 0.04% | — | 292 | +200,000 | New | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,319 | 130 | 0.0% | 0.0% | 291 | -68 | -0.65% | Q1 2026 | Apr 10, 2026 |
| Sepio Capital, LP | History | No change | 10,000 | 126 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 10,000 | 126 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TT Capital Management LLC | History | No change | 10,003 | 126 | 0.1% | 0.11% | 295 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | No change | 8,826 | 111 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 8,830 | 111 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Assets Advisory, LLC | History | New | 8,090 | 102 | 0.03% | — | 298 | +8,090 | New | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 7,222 | 91 | 0.0% | 0.0% | 299 | +398 | 5.83% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6,936 | 87 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |