GREAT SOUTHERN BANCORP, INC. - GSBC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 739,175 | 46,664 | 0.0% | 0.0% | 1 | -13,026 | -1.73% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 690,092 | 43,565 | 0.01% | 0.01% | 2 | +238 | 0.03% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 528,825 | 32,554 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 398,125 | 25,133 | 0.0% | — | 4 | +398,125 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 318,682 | 20,257 | 0.0% | 0.0% | 5 | +16,777 | 5.56% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 307,609 | 19,419 | 0.01% | 0.01% | 6 | +20,613 | 7.18% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 243,946 | 15,402 | 0.0% | 0.0% | 7 | +37,507 | 18.17% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 190,300 | 12,013 | 0.02% | 0.02% | 8 | -6,300 | -3.2% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 153,685 | 9,702 | 0.03% | 0.02% | 9 | +42,450 | 38.16% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 138,284 | 8,730 | 0.02% | 0.02% | 10 | +7,400 | 5.65% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 127,530 | 8,050 | 0.01% | 0.01% | 11 | +69,869 | 121.17% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | Reduced | 119,791 | 7,562 | 0.51% | 0.6% | 12 | -26,400 | -18.06% | Q1 2026 | Apr 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 119,708 | 7,557 | 0.01% | 0.01% | 13 | -1,887 | -1.55% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 117,257 | 7,402 | 0.0% | 0.0% | 14 | +2,078 | 1.8% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 97,598 | 6,161 | 0.01% | 0.01% | 15 | -18,484 | -15.92% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 93,638 | 5,911 | 0.0% | 0.0% | 16 | +25,101 | 36.62% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 79,623 | 5,026 | 0.0% | — | 17 | +79,623 | New | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 78,170 | 4,934 | 0.1% | 0.06% | 18 | +30,264 | 63.17% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 69,487 | 4,386 | 0.0% | 0.0% | 19 | +1,948 | 2.88% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 52,895 | 3,339 | 0.0% | — | 20 | +52,895 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 48,854 | 3,084 | 0.0% | 0.0% | 21 | -13,577 | -21.75% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 47,670 | 3,009 | 0.02% | — | 22 | +47,670 | New | Q1 2026 | Jun 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 43,687 | 2,757 | 0.0% | 0.0% | 23 | -1,118 | -2.5% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 43,499 | 2,747 | 0.01% | 0.01% | 24 | -7,651 | -14.96% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 37,076 | 2,340 | 0.0% | 0.0% | 25 | -3,480 | -8.58% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 35,068 | 2,213 | 0.0% | 0.0% | 26 | +8,951 | 34.27% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 30,307 | 1,913 | 0.0% | 0.0% | 27 | +622 | 2.1% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 30,157 | 1,903 | 0.0% | 0.0% | 28 | -644 | -2.09% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 29,880 | 1,839 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 28,707 | 1,809 | 0.0% | 0.0% | 30 | +2,313 | 8.76% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 28,453 | 1,796 | 0.04% | 0.03% | 31 | -99 | -0.35% | Q1 2026 | Apr 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 27,727 | 1,750 | 0.0% | 0.0% | 32 | +3,369 | 13.83% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,486 | 1,735 | 0.0% | 0.0% | 33 | +9,193 | 50.25% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,184 | 1,589 | 0.0% | 0.0% | 34 | +21,718 | 626.6% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 24,269 | 1,532 | 0.0% | 0.0% | 35 | +18,063 | 291.06% | Q1 2026 | May 13, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 24,384 | 1,501 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | No change | 23,779 | 1,501 | 0.02% | 0.04% | 37 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 21,883 | 1,347 | 0.0% | 0.0% | 38 | +12,500 | 133.22% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 21,129 | 1,333 | 0.0% | — | 39 | +21,129 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 20,808 | 1,313 | 0.0% | 0.0% | 40 | +123 | 0.59% | Q1 2026 | Apr 30, 2026 |
| Trexquant Investment LP | History | Reduced | 20,376 | 1,286 | 0.01% | 0.01% | 41 | -6,481 | -24.13% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 18,452 | 1,164 | 0.0% | 0.0% | 42 | +151 | 0.83% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 18,179 | 1,147 | 0.0% | 0.0% | 43 | +7,857 | 76.12% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 16,719 | 1,055 | 0.0% | 0.0% | 44 | +10,470 | 167.55% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 16,700 | 1,054 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,564 | 1,045 | 0.0% | 0.0% | 46 | -626 | -3.64% | Q1 2026 | Jul 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 16,231 | 1,024 | 0.0% | 0.0% | 47 | +308 | 1.93% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 15,516 | 979 | 0.0% | 0.0% | 48 | +9,474 | 156.8% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 13,796 | 870 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 13,738 | 867 | 0.0% | — | 50 | +13,738 | New | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Added to | 13,406 | 846 | 0.0% | 0.0% | 51 | +378 | 2.9% | Q1 2026 | May 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 13,128 | 828 | 0.02% | 0.01% | 52 | -281 | -2.1% | Q1 2026 | Apr 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 12,424 | 784 | 0.0% | 0.0% | 53 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 12,153 | 767 | 0.11% | 0.34% | 54 | -26,034 | -68.18% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,454 | 723 | 0.0% | 0.0% | 55 | -192 | -1.65% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 11,314 | 714 | 0.0% | 0.0% | 56 | +5 | 0.04% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,491 | 662 | 0.0% | 0.0% | 57 | +2,925 | 38.66% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,700 | 615 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ExodusPoint Capital Management, LP | History | New | 9,670 | 610 | 0.0% | — | 59 | +9,670 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 9,610 | 606 | 0.0% | 0.0% | 60 | -56 | -0.58% | Q1 2026 | May 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 9,501 | 599 | 0.0% | 0.0% | 61 | -1,803 | -15.95% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,218 | 581 | 0.0% | 0.0% | 62 | -7,508 | -44.89% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,700 | 549 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 8,619 | 544 | 0.0% | 0.0% | 64 | +873 | 11.27% | Q1 2026 | May 15, 2026 |
| Dean Capital Management | History | Reduced | 8,556 | 540 | 0.22% | 0.68% | 65 | -17,416 | -67.06% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 8,500 | 536 | 0.0% | 0.0% | 66 | -62 | -0.72% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 8,343 | 526 | 0.0% | 0.0% | 67 | +34 | 0.41% | Q1 2026 | May 11, 2026 |
| Inspire Investing, LLC | History | Added to | 8,136 | 513 | 0.04% | 0.04% | 68 | +572 | 7.56% | Q1 2026 | Apr 23, 2026 |
| INCEPTIONR LLC | History | New | 7,734 | 488 | 0.12% | — | 69 | +7,734 | New | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 7,649 | 482 | 0.0% | — | 70 | +7,649 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 7,267 | 458 | 0.0% | 0.0% | 71 | -11,673 | -61.63% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 7,046 | 444 | 0.0% | 0.0% | 72 | +1,054 | 17.59% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 7,019 | 443 | 0.0% | 0.0% | 73 | -1,378 | -16.41% | Q1 2026 | May 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 6,757 | 426 | 0.01% | 0.01% | 74 | -29 | -0.43% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,426 | 405 | 0.0% | — | 75 | +6,426 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,212 | 392 | 0.0% | 0.0% | 76 | +1,006 | 19.32% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 6,200 | 391 | 0.01% | 0.01% | 77 | +2,200 | 55.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 6,158 | 388 | 0.0% | 0.0% | 78 | +186 | 3.11% | Q1 2026 | May 08, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,063 | 382 | 0.11% | 0.15% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,000 | 378 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 5,783 | 366 | 0.0% | 0.0% | 81 | +926 | 19.07% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | New | 5,468 | 345 | 0.13% | — | 82 | +5,468 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | No change | 5,300 | 334 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 5,060 | 319 | 0.0% | 0.0% | 84 | -12,679 | -71.48% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 4,999 | 315 | 0.0% | — | 85 | +4,999 | New | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | New | 4,938 | 311 | 0.0% | — | 86 | +4,938 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,778 | 301 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 4,599 | 290 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| XTX Topco Ltd | History | New | 4,582 | 289 | 0.01% | — | 89 | +4,582 | New | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Reduced | 4,460 | 281 | 0.03% | 0.07% | 90 | -9,246 | -67.46% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,450 | 280 | 0.0% | 0.0% | 91 | -6,919 | -60.86% | Q1 2026 | Jul 08, 2026 |
| COMERICA BANK | History | No change | 4,149 | 255 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,859 | 243 | 0.0% | 0.0% | 93 | -6 | -0.16% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,843 | 242 | 0.0% | — | 94 | +3,843 | New | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,603 | 227 | 0.0% | — | 95 | +3,603 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 3,395 | 214 | 0.0% | — | 96 | +3,395 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,405 | 213 | 0.0% | 0.0% | 97 | -11,450 | -77.08% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,094 | 195 | 0.0% | — | 98 | +3,094 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 3,075 | 194 | 0.0% | 0.0% | 99 | -800 | -20.65% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 3,050 | 193 | 0.0% | 0.0% | 100 | -917 | -23.12% | Q1 2026 | Apr 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,749 | 173 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EMC Capital Management | History | No change | 2,604 | 160 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,429 | 153 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,178 | 137 | 0.0% | 0.0% | 104 | -42 | -1.89% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 1,736 | 109 | 0.0% | 0.0% | 105 | -263 | -13.16% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,598 | 99 | 0.0% | 0.0% | 106 | +375 | 30.66% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,475 | 93 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,352 | 85 | 0.0% | 0.0% | 108 | +1 | 0.07% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,309 | 83 | 0.0% | 0.0% | 109 | +260 | 24.79% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,134 | 72 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,138 | 71 | 0.0% | 0.0% | 111 | -91 | -7.4% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,105 | 69 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,000 | 63 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 975 | 61 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 923 | 58 | 0.0% | 0.0% | 115 | -141 | -13.25% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 796 | 50 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 759 | 47 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 670 | 41 | 0.0% | 0.0% | 118 | +283 | 73.13% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 569 | 35 | 0.0% | 0.0% | 119 | +253 | 80.06% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 455 | 28 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 362 | 22 | 0.0% | 0.0% | 121 | -65 | -15.22% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 272 | 17 | 0.0% | 0.01% | 122 | -5,710 | -95.45% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 264 | 16 | 0.0% | 0.0% | 124 | -17 | -6.05% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 264 | 16 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 248 | 15 | 0.0% | 0.0% | 125 | +6 | 2.48% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | No change | 220 | 13 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 200 | 12 | 0.0% | 0.0% | 127 | -17 | -7.83% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 150 | 9 | 0.0% | 0.0% | 128 | +28 | 22.95% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 132 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | No change | 111 | 7 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 118 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 92 | 5 | 0.0% | 0.0% | 132 | -33 | -26.4% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Reduced | 64 | 4 | 0.0% | 0.0% | 133 | -39 | -37.86% | Q1 2026 | May 21, 2026 |
| JPL Wealth Management, LLC | History | New | 51 | 3 | 0.0% | — | 134 | +51 | New | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Reduced | 44 | 2 | 0.0% | 0.0% | 136 | -24 | -35.29% | Q1 2026 | Jun 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 46 | 2 | 0.0% | 0.0% | 135 | +9 | 24.32% | Q1 2026 | Jun 02, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Jun 24, 2026 |
| Root Financial Partners, LLC | History | New | 20 | 1 | 0.0% | — | 140 | +20 | New | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 28 | 1 | 0.0% | — | 138 | +18 | 180.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,244 | -100.0% | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,491 | -100.0% | Q1 2026 | May 08, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -3,301 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 07, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |