GRAIL, Inc. - GRAL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | History | Added to | 4,028,614 | 208,198 | 1.2% | 1.05% | 1 | +1,943,281 | 93.19% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,980,783 | 169,535 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | Added to | 3,253,684 | 168,150 | 0.96% | 0.95% | 3 | +911,000 | 38.89% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,968,536 | 153,413 | 0.0% | 0.0% | 4 | +10,290 | 0.35% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 1,891,893 | 97,773 | 0.0% | 0.01% | 5 | +64,370 | 3.52% | Q1 2026 | May 15, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 1,843,772 | 95,286 | 0.08% | 0.12% | 6 | +5,088 | 0.28% | Q1 2026 | May 11, 2026 |
| Deep Track Capital, LP | History | Added to | 1,722,797 | 89,034 | 1.45% | 1.56% | 7 | +700,000 | 68.44% | Q1 2026 | May 15, 2026 |
| Sessa Capital IM, L.P. | History | Added to | 1,719,314 | 88,854 | 1.61% | 0.58% | 8 | +1,354,600 | 371.41% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,632,195 | 84,351 | 0.01% | 0.01% | 9 | +120,508 | 7.97% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,527,105 | 78,920 | 0.0% | — | 10 | +1,527,105 | New | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 1,307,500 | 67,571 | 0.46% | — | 11 | +1,307,500 | New | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,106,408 | 57,179 | 0.01% | 0.01% | 12 | -99,600 | -8.26% | Q1 2026 | May 15, 2026 |
| Arbiter Partners Capital Management LLC | History | Reduced | 1,034,597 | 53,467 | 30.64% | 43.2% | 13 | -1,000 | -0.1% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 914,114 | 47,241 | 0.0% | 0.0% | 14 | +205,611 | 29.02% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 827,942 | 42,794 | 0.0% | 0.0% | 15 | +26,439 | 3.3% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 645,456 | 33,357 | 0.09% | 0.11% | 16 | +202,956 | 45.87% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 581,924 | 30,073 | 0.0% | 0.01% | 17 | +40,138 | 7.41% | Q1 2026 | May 15, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | No change | 428,266 | 22,132 | 0.23% | 0.38% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 408,650 | 21,104 | 0.0% | 0.0% | 19 | +191,857 | 88.5% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 349,137 | 18,043 | 0.0% | 0.0% | 20 | +7,710 | 2.26% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 334,906 | 17,307 | 0.0% | — | 21 | +334,906 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 302,136 | 15,614 | 0.01% | 0.0% | 22 | +234,602 | 347.38% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 296,994 | 15,348 | 0.0% | 0.0% | 23 | +3,815 | 1.3% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 292,138 | 15,097 | 0.0% | 0.01% | 24 | +33,328 | 12.88% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 292,004 | 14,600 | 0.01% | 0.01% | 25 | -34,841 | -10.66% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 269,953 | 13,951 | 0.0% | 0.0% | 26 | -874 | -0.32% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 249,300 | 12,883 | 0.0% | 0.0% | 27 | -63,600 | -20.33% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 149,775 | 12,856 | 0.01% | 0.0% | 28 | +130,377 | 672.12% | Q1 2026 | May 12, 2026 |
| Casdin Capital, LLC | History | New | 230,000 | 11,886 | 0.9% | — | 29 | +230,000 | New | Q1 2026 | May 15, 2026 |
| Slow Capital, Inc. | History | Added to | 228,256 | 11,796 | 1.53% | 1.66% | 30 | +65,839 | 40.54% | Q1 2026 | Apr 24, 2026 |
| Aberdeen Group plc | History | Added to | 217,428 | 11,236 | 0.02% | 0.02% | 31 | +92,500 | 74.04% | Q1 2026 | Apr 29, 2026 |
| Carnegie Investment Counsel | History | Added to | 217,100 | 11,219 | 0.22% | 0.34% | 32 | +4,050 | 1.9% | Q1 2026 | May 01, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 201,229 | 10,399 | 0.0% | — | 33 | +201,229 | New | Q1 2026 | May 08, 2026 |
| NATIXIS | History | New | 199,368 | 10,303 | 0.04% | — | 34 | +199,368 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 196,693 | 10,165 | 0.0% | 0.0% | 35 | -27,785 | -12.38% | Q1 2026 | May 05, 2026 |
| TCW GROUP INC | History | Reduced | 191,313 | 9,887 | 0.07% | 0.12% | 36 | -6,000 | -3.04% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 183,075 | 9,461 | 0.01% | 0.02% | 37 | -84,485 | -31.58% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 165,500 | 8,553 | 0.02% | 0.03% | 38 | -46,800 | -22.04% | Q1 2026 | May 13, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 161,524 | 8,347 | 0.12% | 0.19% | 39 | -100 | -0.06% | Q1 2026 | Apr 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 159,714 | 8,254 | 0.0% | 0.0% | 40 | +61,343 | 62.36% | Q1 2026 | May 05, 2026 |
| Newtyn Management, LLC | History | No change | 150,000 | 7,752 | 0.83% | 1.35% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 147,985 | 7,647 | 0.0% | 0.0% | 42 | +1,850 | 1.27% | Q1 2026 | May 13, 2026 |
| Voleon Capital Management LP | History | Reduced | 144,955 | 7,491 | 0.16% | 0.27% | 43 | -2,951 | -2.0% | Q1 2026 | May 15, 2026 |
| BRAIDWELL LP | History | No change | 142,755 | 7,377 | 0.25% | 0.39% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 136,206 | 7,039 | 0.0% | 0.01% | 45 | -74,774 | -35.44% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 133,914 | 6,920 | 0.0% | 0.0% | 46 | -1,894 | -1.39% | Q1 2026 | May 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 132,887 | 6,867 | 0.03% | 0.03% | 47 | +19,680 | 17.38% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 128,991 | 6,666 | 0.0% | 0.0% | 48 | -8,976 | -6.51% | Q1 2026 | May 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 127,347 | 6,581 | 0.75% | 1.12% | 49 | +12,300 | 10.69% | Q1 2026 | May 01, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Added to | 119,065 | 6,153 | 0.31% | 0.45% | 50 | +6,196 | 5.49% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 112,122 | 5,794 | 0.0% | 0.01% | 51 | +3,797 | 3.51% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 107,968 | 5,579 | 0.0% | 0.0% | 52 | +37,118 | 52.39% | Q1 2026 | Apr 30, 2026 |
| WIM INVESTMENT MANAGEMENT Ltd | History | No change | 106,400 | 5,498 | 1.63% | 2.35% | 53 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 116,837 | 5,479 | 0.0% | 0.0% | 54 | -24,641 | -17.42% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 90,563 | 4,680 | 0.0% | 0.0% | 55 | +9,087 | 11.15% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 86,175 | 4,453 | 0.0% | 0.0% | 56 | +17,826 | 26.08% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Reduced | 69,400 | 3,586 | 0.0% | 0.0% | 57 | -2,900 | -4.01% | Q1 2026 | May 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 66,758 | 3,450 | 0.03% | 0.02% | 58 | +42,100 | 170.74% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 64,687 | 3,343 | 0.0% | 0.01% | 59 | -36,762 | -36.24% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 38,279 | 3,276 | 0.0% | 0.0% | 60 | -72 | -0.19% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 61,316 | 3,168 | 0.0% | 0.0% | 61 | -64,342 | -51.2% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 59,900 | 3,095 | 0.0% | 0.0% | 62 | +39,700 | 196.53% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 59,044 | 3,051 | 0.01% | 0.01% | 63 | -9,533 | -13.9% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 58,108 | 3,003 | 0.0% | 0.0% | 64 | +20,343 | 53.87% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 56,983 | 2,944 | 0.0% | 0.0% | 65 | -4,628 | -7.51% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 56,297 | 2,909 | 0.0% | 0.0% | 66 | -106,947 | -65.51% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 55,423 | 2,864 | 0.01% | 0.02% | 67 | -5,861 | -9.56% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 55,200 | 2,852 | 0.0% | 0.01% | 68 | -30,100 | -35.29% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 51,073 | 2,639 | 0.0% | 0.0% | 69 | +35,848 | 235.45% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 50,994 | 2,635 | 0.02% | — | 70 | +50,994 | New | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | New | 50,380 | 2,603 | 0.07% | — | 71 | +50,380 | New | Q1 2026 | May 15, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 49,628 | 2,564 | 0.12% | 0.19% | 72 | -880 | -1.74% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 53,284 | 2,525 | 0.0% | 0.0% | 73 | +12,358 | 30.2% | Q1 2026 | Apr 22, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 46,495 | 2,402 | 0.0% | 0.0% | 74 | -600 | -1.27% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 45,665 | 2,359 | 0.0% | 0.01% | 75 | -3,985 | -8.03% | Q1 2026 | May 15, 2026 |
| Legal Advantage Investments, Inc. | History | Added to | 44,500 | 2,299 | 1.19% | 1.33% | 76 | +11,000 | 32.84% | Q1 2026 | Apr 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 44,470 | 2,298 | 0.0% | 0.0% | 77 | +9,696 | 27.88% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 44,215 | 2,286 | 0.0% | 0.0% | 78 | -166,553 | -79.02% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 43,801 | 2,262 | 0.0% | 0.0% | 79 | -10,534 | -19.39% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 39,797 | 2,056 | 0.0% | — | 80 | +39,797 | New | Q1 2026 | May 04, 2026 |
| Legato Capital Management LLC | History | Added to | 39,400 | 2,036 | 0.19% | 0.1% | 81 | +25,965 | 193.26% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,208 | 2,026 | 0.0% | 0.0% | 82 | +29,220 | 292.55% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 38,658 | 1,997 | 0.0% | 0.0% | 83 | -26,678 | -40.83% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 37,741 | 1,950 | 0.0% | 0.0% | 84 | -58,610 | -60.83% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 36,442 | 1,883 | 0.0% | 0.0% | 85 | +441 | 1.22% | Q1 2026 | May 06, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 34,837 | 1,800 | 0.01% | 0.01% | 86 | +9,824 | 39.28% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 31,795 | 1,748 | 0.0% | 0.0% | 87 | +877 | 2.84% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 33,814 | 1,747 | 0.0% | 0.0% | 88 | -3,555 | -9.51% | Q1 2026 | May 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 33,000 | 1,705 | 0.28% | 0.48% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 18,601 | 1,592 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 30,283 | 1,565 | 0.01% | 0.02% | 91 | -1,367 | -4.32% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 30,267 | 1,564 | 0.02% | 0.01% | 92 | +19,851 | 190.58% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 30,224 | 1,561 | 0.0% | 0.0% | 93 | +1,715 | 6.02% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,927 | 1,443 | 0.0% | 0.0% | 94 | -1,339 | -4.58% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 27,811 | 1,438 | 0.0% | 0.0% | 95 | +278 | 1.01% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 27,300 | 1,410 | 0.0% | 0.0% | 96 | +21,600 | 378.95% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 27,052 | 1,398 | 0.01% | 0.01% | 97 | +185 | 0.69% | Q1 2026 | May 11, 2026 |
| Gem Investment Advisors, LLC | History | Reduced | 26,781 | 1,384 | 1.36% | 6.63% | 98 | -54,920 | -67.22% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 24,840 | 1,283 | 0.0% | 0.0% | 99 | -12,133 | -32.82% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 24,788 | 1,281 | 0.05% | 0.06% | 100 | +2,012 | 8.83% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 24,003 | 1,240 | 0.0% | — | 101 | +24,003 | New | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 22,521 | 1,163 | 0.0% | 0.0% | 102 | -481 | -2.09% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 20,900 | 1,080 | 0.0% | 0.01% | 103 | -35,900 | -63.2% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 20,431 | 1,037 | 0.0% | 0.0% | 104 | +533 | 2.68% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 19,983 | 1,032 | 0.0% | 0.01% | 105 | -3,299 | -14.17% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,803 | 1,023 | 0.02% | 0.03% | 106 | +353 | 1.81% | Q1 2026 | Apr 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,043 | 1,020 | 0.0% | 0.0% | 107 | +12,732 | 153.19% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 19,696 | 1,017 | 0.01% | 0.01% | 108 | +245 | 1.26% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 18,733 | 968 | 0.0% | 0.0% | 109 | -2,228 | -10.63% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 18,251 | 943 | 0.01% | — | 110 | +18,251 | New | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 17,437 | 901 | 0.01% | 0.01% | 111 | +8,175 | 88.26% | Q1 2026 | Apr 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,099 | 883 | 0.0% | 0.0% | 112 | -204 | -1.18% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 16,600 | 857 | 0.0% | 0.0% | 113 | +8,100 | 95.29% | Q1 2026 | Apr 24, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 16,127 | 833 | 0.24% | 0.37% | 114 | +1,066 | 7.08% | Q1 2026 | Apr 10, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 9,673 | 827 | 1.76% | 1.76% | 115 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,000 | 826 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 15,843 | 818 | 0.0% | 0.01% | 117 | -22,652 | -58.84% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 15,632 | 807 | 0.0% | 0.0% | 118 | -6,127 | -28.16% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 15,326 | 792 | 0.0% | — | 119 | +15,326 | New | Q1 2026 | May 08, 2026 |
| Timelo Investment Management Inc. | History | New | 15,000 | 775 | 0.61% | — | 120 | +15,000 | New | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 8,887 | 760 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 14,272 | 737 | 0.0% | 0.0% | 122 | +1,020 | 7.7% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 14,198 | 733 | 0.03% | 0.05% | 123 | -1,062 | -6.96% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 14,165 | 732 | 0.01% | 0.0% | 124 | +8,404 | 145.88% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 13,625 | 704 | 0.0% | 0.0% | 125 | -11,470 | -45.71% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 13,482 | 696 | 0.0% | 0.0% | 126 | +7,588 | 128.74% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 13,218 | 683 | 0.0% | 0.0% | 127 | -708 | -5.08% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,429 | 642 | 0.0% | 0.0% | 128 | -236 | -1.86% | Q1 2026 | Apr 27, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 12,420 | 641 | 0.01% | — | 129 | +12,420 | New | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 10,184 | 631 | 0.02% | — | 130 | +10,184 | New | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,092 | 624 | 0.0% | 0.0% | 131 | +4,191 | 53.04% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 11,990 | 619 | 0.0% | 0.0% | 132 | -509 | -4.07% | Q1 2026 | May 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 7,150 | 611 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,096 | 573 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 10,720 | 554 | 0.14% | 0.23% | 135 | -19 | -0.18% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 10,426 | 539 | 0.0% | 0.0% | 136 | -30,590 | -74.58% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,137 | 523 | 0.01% | 0.02% | 137 | -4,391 | -30.22% | Q1 2026 | Apr 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,025 | 518 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | No change | 10,000 | 516 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 9,941 | 513 | 0.0% | 0.0% | 140 | -84 | -0.84% | Q1 2026 | May 11, 2026 |
| Arizona State Retirement System | History | Reduced | 9,637 | 498 | 0.0% | 0.0% | 141 | -726 | -7.01% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,617 | 497 | 0.0% | 0.0% | 142 | +772 | 8.73% | Q1 2026 | May 08, 2026 |
| NOMURA HOLDINGS INC | History | New | 9,582 | 495 | 0.0% | — | 143 | +9,582 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 9,479 | 489 | 0.0% | 0.0% | 144 | -1,601 | -14.45% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,425 | 487 | 0.0% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advisory Advocates, LLC | History | Reduced | 9,415 | 486 | 0.5% | 0.84% | 147 | -500 | -5.04% | Q1 2026 | May 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,400 | 486 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | New | 9,400 | 485 | 0.0% | — | 148 | +9,400 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 9,191 | 474 | 0.0% | 0.01% | 149 | -19,331 | -67.78% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,158 | 473 | 0.0% | — | 150 | +9,158 | New | Q1 2026 | May 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 9,081 | 469 | 0.05% | 0.21% | 151 | -12,989 | -58.85% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,005 | 465 | 0.0% | 0.0% | 153 | +4,065 | 82.29% | Q1 2026 | May 04, 2026 |
| Curi Capital, LLC | History | Added to | 9,006 | 465 | 0.01% | 0.01% | 152 | +13 | 0.14% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,871 | 458 | 0.0% | 0.0% | 154 | -1,405 | -13.67% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,768 | 453 | 0.0% | 0.0% | 155 | +138 | 1.6% | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 8,546 | 441 | 0.05% | 0.08% | 156 | -19 | -0.22% | Q1 2026 | Apr 16, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 8,450 | 436 | 0.0% | 0.0% | 157 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 8,300 | 428 | 0.07% | 0.22% | 158 | -8,750 | -51.32% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,269 | 427 | 0.0% | 0.01% | 159 | -2,527 | -23.41% | Q1 2026 | May 08, 2026 |
| Westmount Partners, LLC | History | No change | 8,279 | 427 | 0.11% | 0.18% | 160 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 8,168 | 422 | 0.03% | 0.05% | 161 | +216 | 2.72% | Q1 2026 | Apr 27, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 8,005 | 413 | 0.04% | 0.05% | 162 | +1,000 | 14.28% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 7,987 | 412 | 0.0% | 0.0% | 163 | -2,852 | -26.31% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,900 | 408 | 0.0% | 0.0% | 164 | -1,333 | -14.44% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 7,840 | 405 | 0.0% | 0.01% | 165 | -18,260 | -69.96% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,800 | 403 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BAMCO INC /NY/ | History | No change | 7,713 | 398 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 7,616 | 393 | 0.12% | 0.2% | 168 | -700 | -8.42% | Q1 2026 | Apr 21, 2026 |
| CIBC Asset Management Inc | History | No change | 7,556 | 390 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bayforest Capital Ltd | History | New | 7,262 | 375 | 0.42% | — | 170 | +7,262 | New | Q1 2026 | Apr 15, 2026 |
| DUTCH ASSET Corp | History | Added to | 7,135 | 368 | 0.25% | 0.41% | 171 | +919 | 14.78% | Q1 2026 | May 08, 2026 |
| E Fund Management Co., Ltd. | History | New | 6,967 | 360 | 0.01% | — | 172 | +6,967 | New | Q1 2026 | Apr 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,839 | 353 | 0.0% | 0.0% | 173 | -1,310 | -16.08% | Q1 2026 | Apr 24, 2026 |
| AXQ CAPITAL, LP | History | New | 6,609 | 341 | 0.04% | — | 175 | +6,609 | New | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 6,600 | 341 | 0.0% | 0.0% | 174 | -239 | -3.49% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,376 | 329 | 0.0% | 0.0% | 176 | +1,020 | 19.04% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 6,258 | 323 | 0.0% | 0.0% | 177 | -3,043 | -32.72% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,185 | 319 | 0.0% | 0.0% | 178 | +2,512 | 68.39% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,073 | 313 | 0.0% | 0.0% | 179 | -4,129 | -40.47% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 6,022 | 311 | 0.0% | — | 180 | +6,022 | New | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 5,823 | 300 | 0.0% | 0.02% | 181 | -50,032 | -89.57% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,644 | 291 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 1ST SOURCE BANK | History | No change | 5,497 | 284 | 0.01% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,383 | 278 | 0.0% | 0.0% | 184 | +2,904 | 117.14% | Q1 2026 | Apr 30, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 5,192 | 268 | 0.26% | 0.42% | 185 | -119 | -2.24% | Q1 2026 | Apr 07, 2026 |
| Biondo Investment Advisors, LLC | History | Reduced | 5,170 | 267 | 0.03% | 0.06% | 186 | -408 | -7.31% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,112 | 264 | 0.0% | 0.01% | 187 | -514 | -9.14% | Q1 2026 | Apr 20, 2026 |
| Perbak Capital Partners LLP | History | New | 5,035 | 260 | 0.06% | — | 188 | +5,035 | New | Q1 2026 | May 15, 2026 |
| Carson Advisory Inc. | History | Reduced | 5,000 | 258 | 0.13% | 0.28% | 189 | -1,200 | -19.35% | Q1 2026 | May 07, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 4,800 | 248 | 0.0% | 0.0% | 190 | -3,800 | -44.19% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 4,561 | 235 | 0.0% | 0.0% | 191 | -877 | -16.13% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,340 | 224 | 0.0% | 0.0% | 192 | -4,981 | -53.44% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | New | 4,344 | 224 | 0.01% | — | 193 | +4,344 | New | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,324 | 223 | 0.01% | 0.01% | 195 | -4 | -0.09% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,616 | 223 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 4,151 | 214 | 0.01% | 0.01% | 196 | -107 | -2.51% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,114 | 212 | 0.0% | 0.0% | 197 | -563 | -12.04% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,096 | 212 | 0.0% | 0.0% | 198 | -254 | -5.84% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,000 | 206 | 0.0% | 0.05% | 199 | -25,136 | -86.27% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,982 | 205 | 0.01% | 0.02% | 200 | -211 | -5.03% | Q1 2026 | Apr 28, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,917 | 202 | 0.01% | 0.01% | 201 | -229 | -5.52% | Q1 2026 | Apr 21, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 3,881 | 200 | 0.01% | 0.01% | 202 | +250 | 6.89% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,854 | 147 | 0.0% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,817 | 146 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,749 | 142 | 0.0% | 0.0% | 205 | +82 | 3.07% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Reduced | 2,740 | 141 | 0.05% | 0.08% | 206 | -223 | -7.53% | Q1 2026 | May 21, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,727 | 140 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 2,660 | 137 | 0.07% | 0.12% | 208 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,441 | 126 | 0.0% | 0.0% | 209 | +169 | 7.44% | Q1 2026 | May 15, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 2,300 | 118 | 0.11% | 0.18% | 210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,033 | 105 | 0.0% | 0.0% | 211 | +139 | 7.34% | Q1 2026 | May 04, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 1,836 | 94 | 0.01% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| State of Wyoming | History | Reduced | 1,771 | 91 | 0.01% | 0.04% | 213 | -2,378 | -57.32% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,651 | 85 | 0.0% | 0.0% | 214 | -70 | -4.07% | Q1 2026 | Apr 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,604 | 82 | 0.0% | 0.0% | 215 | +619 | 62.84% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 1,442 | 74 | 0.0% | — | 216 | +1,442 | New | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,329 | 69 | 0.01% | 0.01% | 217 | +5 | 0.38% | Q1 2026 | Apr 16, 2026 |
| OP Asset Management Ltd | History | New | 1,313 | 67 | 0.0% | — | 218 | +1,313 | New | Q1 2026 | Apr 10, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,186 | 61 | 0.0% | 0.0% | 219 | +100 | 9.21% | Q1 2026 | May 12, 2026 |
| KBC Group NV | History | No change | 1,182 | 61 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,165 | 60 | 0.0% | 0.0% | 221 | -862 | -42.53% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,001 | 51 | 0.0% | 0.01% | 222 | -171 | -14.59% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 969 | 50 | 0.0% | 0.0% | 223 | +75 | 8.39% | Q1 2026 | May 14, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 924 | 47 | 0.02% | 0.03% | 224 | -28 | -2.94% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | Reduced | 900 | 46 | 0.0% | 0.0% | 225 | -214 | -19.21% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 880 | 45 | 0.0% | 0.0% | 226 | -1,783 | -66.95% | Q1 2026 | May 08, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 876 | 45 | 0.0% | 0.0% | 227 | +111 | 14.51% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 796 | 41 | 0.0% | 0.0% | 228 | +782 | 5585.71% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 433 | 37 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 686 | 35 | 0.0% | 0.0% | 230 | +346 | 101.76% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 587 | 31 | 0.0% | 0.0% | 232 | -257 | -30.45% | Q1 2026 | Apr 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 618 | 31 | 0.0% | 0.0% | 231 | +117 | 23.35% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 585 | 30 | 0.0% | 0.0% | 234 | +360 | 160.0% | Q1 2026 | May 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 592 | 30 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 507 | 26 | 0.0% | — | 236 | +500 | 7142.86% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 518 | 26 | 0.01% | 0.02% | 235 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AlphaQuest LLC | History | No change | 304 | 26 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Leonteq Securities AG | History | Reduced | 501 | 25 | 0.0% | 0.0% | 239 | -500 | -49.95% | Q1 2026 | Apr 27, 2026 |
| Quantbot Technologies LP | History | Added to | 496 | 25 | 0.0% | 0.0% | 238 | +381 | 331.3% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 475 | 24 | 0.0% | — | 240 | +472 | 15733.33% | Q1 2026 | May 01, 2026 |
| Intesa Sanpaolo S.p.A. | History | No change | 520 | 24 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 421 | 21 | 0.0% | 0.0% | 242 | -100 | -19.19% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | New | 379 | 19 | 0.0% | — | 243 | +379 | New | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 350 | 18 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 307 | 15 | 0.0% | 0.0% | 246 | +223 | 265.48% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 295 | 15 | 0.0% | 0.0% | 245 | -34 | -10.33% | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 304 | 15 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 272 | 14 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 268 | 13 | 0.0% | — | 249 | +268 | New | Q1 2026 | May 07, 2026 |
| Scarborough Advisors, LLC | History | New | 247 | 12 | 0.0% | — | 251 | +247 | New | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 245 | 12 | 0.0% | 0.0% | 250 | +110 | 81.48% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 200 | 10 | 0.0% | 0.0% | 252 | +8 | 4.17% | Q1 2026 | Apr 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 357 | 9 | 0.0% | — | 254 | +357 | New | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 192 | 9 | 0.0% | 0.0% | 253 | -290 | -60.17% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | No change | 167 | 8 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 141 | 7 | 0.0% | 0.0% | 256 | +121 | 605.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 144 | 7 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 134 | 6 | 0.01% | 0.04% | 261 | -393 | -74.57% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 126 | 6 | 0.0% | — | 262 | +126 | New | Q1 2026 | Apr 13, 2026 |
| SMA Capital LLC | History | New | 120 | 6 | 0.0% | — | 263 | +120 | New | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 106 | 6 | 0.0% | 0.01% | 259 | -9 | -7.83% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | No change | 120 | 6 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 123 | 6 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 107 | 5 | 0.0% | — | 266 | +98 | 1088.89% | Q1 2026 | May 06, 2026 |
| Optiver Holding B.V. | History | Added to | 105 | 5 | 0.0% | 0.0% | 265 | +11 | 11.7% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 110 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BIRCHBROOK, INC. | History | No change | 100 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EFG International AG | History | No change | 100 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 87 | 4 | 0.0% | 0.0% | 271 | -324 | -78.83% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 93 | 4 | 0.0% | — | 279 | +93 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 89 | 4 | 0.0% | — | 278 | +87 | 4350.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 93 | 4 | 0.0% | 0.0% | 274 | +46 | 97.87% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 92 | 4 | 0.0% | 0.0% | 275 | -19 | -17.12% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 88 | 4 | 0.0% | 0.0% | 277 | -2 | -2.22% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 93 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | No change | 90 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 61 | 3 | 0.0% | 0.0% | 280 | -19 | -23.75% | Q1 2026 | May 07, 2026 |
| TFC Financial Management, Inc. | History | Added to | 70 | 3 | 0.0% | 0.0% | 282 | +13 | 22.81% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 65 | 3 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tradewinds Capital Management, LLC | History | New | 50 | 2 | 0.0% | — | 293 | +50 | New | Q1 2026 | Apr 14, 2026 |
| Merrithew & Thorsten Inc | History | Reduced | 48 | 2 | 0.0% | 0.0% | 292 | -7 | -12.73% | Q1 2026 | May 01, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 40 | 2 | 0.0% | 0.0% | 290 | -1 | -2.44% | Q1 2026 | Apr 17, 2026 |
| MOTCO | History | No change | 54 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | No change | 49 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 56 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Hurley Capital, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 55 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hughes Financial Services, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Osbon Capital Management LLC | History | Reduced | 21 | 1 | 0.0% | 0.05% | 305 | -574 | -96.47% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 314 | -67 | -67.68% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 21 | 1 | 0.0% | 0.0% | 297 | -38 | -64.41% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | New | 33 | 1 | 0.0% | — | 317 | +33 | New | Q1 2026 | Apr 24, 2026 |
| TopTier Wealth Management, LLC | History | New | 29 | 1 | 0.0% | — | 319 | +29 | New | Q1 2026 | May 05, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 33 | 1 | 0.0% | 0.0% | 312 | -28 | -45.9% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 308 | -23 | -44.23% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | New | 22 | 1 | 0.0% | — | 316 | +22 | New | Q1 2026 | May 19, 2026 |
| TD Waterhouse Canada Inc. | History | New | 21 | 1 | 0.0% | — | 318 | +21 | New | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 296 | -18 | -56.25% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 28 | 1 | 0.0% | 0.0% | 300 | -2 | -6.67% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | No change | 32 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | No change | 14 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 32 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| North Star Investment Management Corp. | History | No change | 33 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 32 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 28 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | No change | 25 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EMC Capital Management | History | No change | 9 | 1 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 37 | 1 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Raiffeisen Bank International AG | History | No change | 20 | 1 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 30 | 1 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CRCM LP | History | Closed out | 0 | 0 | — | 31.01% | — | -1,072,374 | -100.0% | Q1 2026 | May 13, 2026 |
| PERCEPTIVE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -237,342 | -100.0% | Q1 2026 | May 15, 2026 |
| BIT Capital GmbH | History | Closed out | 0 | 0 | — | 0.49% | — | -156,263 | -100.0% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -152,574 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Water Life Science Advisors, LP | History | Closed out | 0 | 0 | — | 5.32% | — | -99,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -51,836 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -47,528 | -100.0% | Q1 2026 | May 15, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -43,722 | -100.0% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,782 | -100.0% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,074 | -100.0% | Q1 2026 | May 14, 2026 |
| Catalio Capital Management, LP | History | Closed out | 0 | 0 | — | 0.46% | — | -30,313 | -100.0% | Q1 2026 | May 15, 2026 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -29,692 | -100.0% | Q1 2026 | May 13, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -23,036 | -100.0% | Q1 2026 | May 15, 2026 |
| Banque Transatlantique SA | History | Closed out | 0 | 0 | — | 0.05% | — | -23,000 | -100.0% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,565 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,808 | -100.0% | Q1 2026 | May 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,526 | -100.0% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -12,511 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,378 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,320 | -100.0% | Q1 2026 | May 15, 2026 |
| Soleus Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -10,702 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,001 | -100.0% | Q1 2026 | May 12, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,300 | -100.0% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,719 | -100.0% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,630 | -100.0% | Q1 2026 | May 13, 2026 |
| Alessandra Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -6,118 | -100.0% | Q1 2026 | Apr 30, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,670 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,286 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,072 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,066 | -100.0% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,055 | -100.0% | Q1 2026 | May 14, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -4,808 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -4,470 | -100.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,430 | -100.0% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,326 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,185 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cannell & Spears LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Regal Partners Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -4,000 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,637 | -100.0% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,577 | -100.0% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -3,541 | -100.0% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -3,495 | -100.0% | Q1 2026 | May 05, 2026 |
| Fund Advisors of America Inc/FL | History | Closed out | 0 | 0 | — | 0.27% | — | -3,494 | -100.0% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -3,455 | -100.0% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,207 | -100.0% | Q1 2026 | May 05, 2026 |
| Huntleigh Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,200 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Weaver Consulting Group | History | Closed out | 0 | 0 | — | 0.07% | — | -3,170 | -100.0% | Q1 2026 | May 15, 2026 |
| WELCH & FORBES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,108 | -100.0% | Q1 2026 | May 01, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,028 | -100.0% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,017 | -100.0% | Q1 2026 | May 15, 2026 |
| Morton Capital Management LLC/CA | History | Closed out | 0 | 0 | — | 0.04% | — | -2,903 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,851 | -100.0% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -2,828 | -100.0% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,800 | -100.0% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,796 | -100.0% | Q1 2026 | Apr 16, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,786 | -100.0% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,659 | -100.0% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,584 | -100.0% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,578 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,570 | -100.0% | Q1 2026 | Apr 07, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,553 | -100.0% | Q1 2026 | May 07, 2026 |
| Intellectus Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,515 | -100.0% | Q1 2026 | Apr 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,502 | -100.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,413 | -100.0% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -2,356 | -100.0% | Q1 2026 | May 12, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -1,624 | -100.0% | Q1 2026 | Apr 28, 2026 |
| S.A. Mason LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,499 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,250 | -100.0% | Q1 2026 | May 11, 2026 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,170 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,105 | -100.0% | Q1 2026 | May 08, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -994 | -100.0% | Q1 2026 | May 15, 2026 |
| Hartford Financial Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -660 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -646 | -100.0% | Q1 2026 | May 11, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -364 | -100.0% | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -170 | -100.0% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -146 | -99.32% | Q1 2026 | Apr 23, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 13, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -72 | -100.0% | Q1 2026 | May 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -52 | -98.11% | Q1 2026 | May 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 16, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 6 | 0 | — | 0.0% | — | -31 | -83.78% | Q1 2026 | May 14, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Destiny Wealth Partners, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 13, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 29, 2026 |
| Tidemark, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -7 | -36.84% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18 | 0 | — | 0.0% | — | +6 | 50.0% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q1 2026 | Apr 17, 2026 |
| Bare Financial Services, Inc | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 12, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q1 2026 | Apr 29, 2026 |
| BFSG, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 30, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 22, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 19, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| Ascentis Independent Advisors | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 14 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Anfield Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lavaca Capital LLC | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NVWM, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | No change | 13 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Truvestments Capital LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Costello Asset Management, INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avalon Trust Co | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Coston, McIsaac & Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lodestone Wealth Management LLC | History | No change | 14 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFS Partners, LLC | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Caitlin John, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fairscale Capital, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Granite FO LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ransom Advisory, Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |