GXO Logistics, Inc. - GXO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | History | No change | 13,424,844 | 696,078 | 2.94% | 2.96% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 10,794,416 | 568,218 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 10,326,608 | 535,434 | 0.01% | 0.01% | 3 | +306,381 | 3.06% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,143,855 | 266,708 | 0.01% | — | 4 | +5,143,855 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,936,277 | 255,945 | 0.01% | — | 5 | +4,936,277 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,866,867 | 252,317 | 0.05% | 0.05% | 6 | +371,391 | 8.26% | Q1 2026 | May 07, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 4,728,136 | 245,153 | 0.21% | 0.2% | 7 | -12,783 | -0.27% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 4,185,275 | 217,006 | 0.24% | 0.21% | 8 | +734,507 | 21.29% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 3,617,117 | 187,547 | 0.01% | 0.01% | 9 | +109,673 | 3.13% | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | Added to | 3,541,141 | 183,608 | 2.08% | 1.7% | 10 | +598,330 | 20.33% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 3,406,446 | 176,624 | 0.01% | 0.01% | 11 | +438,358 | 14.77% | Q1 2026 | May 15, 2026 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | History | No change | 3,250,000 | 168,512 | 6.02% | 4.96% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,374,869 | 123,136 | 0.09% | 0.12% | 13 | -682,903 | -22.33% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,300,544 | 121,100 | 0.04% | 0.04% | 14 | -176,641 | -7.13% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,254,327 | 116,886 | 0.01% | 0.0% | 15 | +1,004,957 | 80.44% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,098,822 | 108,851 | 0.01% | 0.01% | 16 | +66,754 | 3.29% | Q1 2026 | May 15, 2026 |
| Khrom Capital Management LLC | History | Added to | 1,988,383 | 103,097 | 9.43% | 6.66% | 17 | +772,010 | 63.47% | Q1 2026 | May 15, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Added to | 1,948,626 | 101,036 | 3.46% | 4.07% | 18 | +237,676 | 13.89% | Q1 2026 | May 15, 2026 |
| Swedbank AB | History | Reduced | 1,470,000 | 76,219 | 0.08% | 0.09% | 19 | -230,000 | -13.53% | Q1 2026 | Apr 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,368,285 | 70,945 | 0.38% | 0.41% | 20 | -49,318 | -3.48% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,245,137 | 64,560 | 0.01% | 0.01% | 21 | +23,317 | 1.91% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,152,570 | 59,760 | 0.04% | 0.04% | 22 | -38,648 | -3.24% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Added to | 1,138,800 | 59,046 | 0.34% | 0.03% | 23 | +1,053,800 | 1239.76% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 1,094,178 | 57,597 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SG Capital Management LLC | History | Added to | 1,049,863 | 54,435 | 3.62% | 1.59% | 25 | +736,131 | 234.64% | Q1 2026 | May 08, 2026 |
| MILFORD FUNDS LTD | History | Added to | 1,000,062 | 51,853 | 1.09% | 0.85% | 26 | +178,435 | 21.72% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 964,467 | 50,007 | 0.09% | 0.1% | 27 | -10,828 | -1.11% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 950,556 | 49,286 | 0.01% | 0.01% | 28 | +11,346 | 1.21% | Q1 2026 | May 14, 2026 |
| Global Alpha Capital Management Ltd. | History | Added to | 929,510 | 48,195 | 2.9% | 2.81% | 29 | +53,034 | 6.05% | Q1 2026 | May 11, 2026 |
| SUMMITRY LLC | History | Reduced | 856,797 | 44,424 | 1.57% | 1.96% | 30 | -37,796 | -4.22% | Q1 2026 | May 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 852,126 | 44,182 | 0.05% | 0.05% | 31 | -13,985 | -1.61% | Q1 2026 | May 14, 2026 |
| Parsifal Capital Management, LP | History | Reduced | 851,121 | 44,130 | 5.2% | 6.22% | 32 | -590,492 | -40.96% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 833,519 | 43,217 | 0.23% | — | 33 | +833,519 | New | Q1 2026 | May 12, 2026 |
| Engaged Capital LLC | History | Reduced | 821,769 | 42,608 | 14.04% | 11.14% | 34 | -8,000 | -0.96% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 757,128 | 39,257 | 0.01% | 0.01% | 35 | -261,521 | -25.67% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 742,006 | 38,473 | 0.01% | 0.01% | 36 | -849,214 | -53.37% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 713,775 | 37,009 | 0.01% | 0.01% | 37 | +2,441 | 0.34% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 710,984 | 36,864 | 0.01% | — | 38 | +710,984 | New | Q1 2026 | May 08, 2026 |
| Arvin Capital Management LP | History | Added to | 703,819 | 36,493 | 4.46% | 5.03% | 39 | +196,660 | 38.78% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 698,477 | 36,216 | 0.05% | 0.04% | 40 | +46,888 | 7.2% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 583,773 | 30,268 | 0.03% | 0.0% | 41 | +572,240 | 4961.76% | Q1 2026 | May 14, 2026 |
| Perpetual Ltd | History | Reduced | 528,651 | 27,410 | 0.42% | 1.65% | 42 | -1,639,816 | -75.62% | Q1 2026 | Apr 14, 2026 |
| Nuveen, LLC | History | Reduced | 515,650 | 26,736 | 0.01% | 0.01% | 43 | -18,202 | -3.41% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 514,835 | 26,694 | 0.0% | 0.0% | 44 | +186,235 | 56.68% | Q1 2026 | May 15, 2026 |
| 683 Capital Management, LLC | History | Reduced | 500,000 | 25,925 | 1.35% | 1.57% | 45 | -185,000 | -27.01% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Added to | 481,028 | 24,941 | 0.72% | 0.45% | 46 | +159,247 | 49.49% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 476,692 | 24,716 | 0.01% | 0.01% | 47 | +5,746 | 1.22% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 441,282 | 22,880 | 0.01% | 0.01% | 48 | +17,884 | 4.22% | Q1 2026 | May 04, 2026 |
| Engineers Gate Manager LP | History | Reduced | 429,538 | 22,271 | 0.28% | 0.48% | 49 | -338,057 | -44.04% | Q1 2026 | May 15, 2026 |
| Rokos Capital Management LLP | History | New | 410,973 | 21,315 | 0.16% | — | 50 | +410,973 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 403,274 | 20,909 | 0.0% | 0.0% | 51 | -24,955 | -5.83% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 399,944 | 20,737 | 0.0% | 0.0% | 52 | -20,194 | -4.81% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Added to | 374,999 | 19,443 | 0.0% | 0.0% | 53 | +12,890 | 3.56% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 358,772 | 18,602 | 0.0% | 0.0% | 54 | -51,334 | -12.52% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 356,338 | 18,475 | 0.05% | — | 55 | +356,338 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 336,100 | 17,426 | 0.0% | 0.0% | 56 | +201,738 | 150.15% | Q1 2026 | May 12, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 333,626 | 17,298 | 0.25% | 0.29% | 57 | -65,056 | -16.32% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 329,943 | 17,107 | 0.0% | 0.0% | 58 | -53,659 | -13.99% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 329,753 | 17,097 | 0.0% | 0.0% | 59 | +763 | 0.23% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 317,348 | 16,454 | 0.05% | 0.04% | 60 | +122,721 | 63.05% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 306,247 | 15,878 | 0.01% | 0.01% | 61 | +5,667 | 1.89% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 302,288 | 15,673 | 0.0% | 0.0% | 62 | +1,617 | 0.54% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 300,955 | 15,604 | 0.02% | — | 63 | +300,955 | New | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | No change | 294,553 | 15,272 | 0.07% | 0.06% | 64 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 291,676 | 15,160 | 1.17% | 1.3% | 65 | -17,751 | -5.74% | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 291,578 | 15,118 | 0.01% | 0.0% | 66 | +168,206 | 136.34% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 289,631 | 15,017 | 0.11% | 0.1% | 67 | +39,574 | 15.83% | Q1 2026 | Apr 14, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 287,018 | 14,914 | 0.93% | 0.88% | 68 | -17,731 | -5.82% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 279,609 | 14,497 | 0.51% | 0.45% | 69 | +32,184 | 13.01% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Added to | 273,113 | 14,160 | 0.09% | 0.03% | 70 | +152,103 | 125.69% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 261,426 | 13,554 | 0.19% | 0.17% | 71 | +22,940 | 9.62% | Q1 2026 | May 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 251,390 | 13,034 | 0.02% | 0.02% | 72 | -12,102 | -4.59% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 250,035 | 12,966 | 0.0% | 0.0% | 73 | -339,239 | -57.57% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 233,424 | 12,103 | 0.04% | 0.04% | 74 | -12,438 | -5.06% | Q1 2026 | May 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 230,369 | 11,944 | 0.01% | 0.01% | 75 | +25,857 | 12.64% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | Added to | 226,513 | 11,744 | 0.01% | 0.01% | 76 | +800 | 0.35% | Q1 2026 | May 07, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 219,142 | 11,362 | 0.02% | — | 77 | +219,142 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 232,017 | 11,336 | 0.0% | 0.0% | 78 | +7,429 | 3.31% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 211,416 | 10,961 | 0.01% | 0.0% | 79 | +102,432 | 93.99% | Q1 2026 | May 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 209,654 | 10,870 | 0.04% | 0.04% | 80 | +2,985 | 1.44% | Q1 2026 | Apr 24, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 206,453 | 10,704 | 0.02% | 0.01% | 81 | +68,153 | 49.28% | Q1 2026 | May 13, 2026 |
| AGMAN CAPITAL LLC | History | No change | 201,594 | 10,452 | 8.32% | 9.02% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IMC-Chicago, LLC | History | Added to | 194,000 | 10,058 | 0.0% | 0.0% | 83 | +69,100 | 55.32% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 192,209 | 9,966 | 0.0% | 0.0% | 84 | -204 | -0.11% | Q1 2026 | May 06, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 184,063 | 9,543 | 0.33% | 0.17% | 85 | +77,486 | 72.7% | Q1 2026 | May 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 159,793 | 9,073 | 0.52% | 0.52% | 86 | +3,106 | 1.98% | Q1 2026 | Apr 20, 2026 |
| FIRETRAIL INVESTMENTS PTY LTD | History | Added to | 173,951 | 9,024 | 3.08% | 2.88% | 87 | +7,910 | 4.76% | Q1 2026 | May 04, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 173,008 | 8,970 | 1.63% | 1.65% | 88 | +8,784 | 5.35% | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 170,966 | 8,858 | 0.01% | 0.01% | 89 | +11,506 | 7.22% | Q1 2026 | May 08, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 168,462 | 8,734 | 0.38% | 0.37% | 90 | -10,484 | -5.86% | Q1 2026 | May 12, 2026 |
| Varenne Capital Partners | History | New | 162,766 | 8,465 | 2.05% | — | 91 | +162,766 | New | Q1 2026 | May 13, 2026 |
| NATIXIS | History | New | 160,703 | 8,332 | 0.03% | — | 92 | +160,703 | New | Q1 2026 | May 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | Reduced | 153,512 | 7,959 | 1.32% | 1.53% | 93 | -10,000 | -6.12% | Q1 2026 | May 18, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 146,679 | 7,605 | 0.01% | 0.01% | 94 | +17,540 | 13.58% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 143,099 | 7,419 | 0.0% | 0.0% | 95 | +101,805 | 246.54% | Q1 2026 | May 12, 2026 |
| WASHINGTON TRUST Co | History | Added to | 140,878 | 7,304 | 0.25% | 0.24% | 96 | +2,374 | 1.71% | Q1 2026 | Apr 06, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 133,871 | 6,941 | 0.73% | 0.66% | 97 | -1,779 | -1.31% | Q1 2026 | May 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 133,770 | 6,935 | 0.01% | 0.01% | 98 | +23,817 | 21.66% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 133,397 | 6,916 | 0.01% | 0.01% | 99 | +16,542 | 14.16% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 131,430 | 6,814 | 0.0% | 0.01% | 100 | -367,262 | -73.65% | Q1 2026 | May 15, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 131,310 | 6,808 | 0.01% | 0.01% | 101 | -19,390 | -12.87% | Q1 2026 | May 11, 2026 |
| Lagoda Investment Management, L.P. | History | Reduced | 129,260 | 6,702 | 4.13% | 4.54% | 102 | -19,835 | -13.3% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 126,608 | 6,564 | 0.01% | 0.0% | 103 | +125,342 | 9900.63% | Q1 2026 | May 01, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 126,602 | 6,564 | 0.01% | 0.01% | 104 | -1,144 | -0.9% | Q1 2026 | May 14, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | New | 125,000 | 6,481 | 0.71% | — | 105 | +125,000 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 122,446 | 6,445 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 123,194 | 6,387 | 0.01% | 0.01% | 107 | +65 | 0.05% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 111,717 | 5,792 | 0.01% | 0.0% | 108 | +9,785 | 9.6% | Q1 2026 | May 12, 2026 |
| Great Hill Capital LLC | History | Reduced | 109,763 | 5,754 | 0.37% | 0.64% | 109 | -61,364 | -35.86% | Q1 2026 | Apr 29, 2026 |
| Atom Investors LP | History | Added to | 109,181 | 5,661 | 0.41% | 0.05% | 110 | +96,647 | 771.08% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Added to | 108,601 | 5,630 | 0.18% | 0.01% | 111 | +101,082 | 1344.35% | Q1 2026 | May 18, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 102,735 | 5,326 | 0.8% | 0.87% | 112 | -2,014 | -1.92% | Q1 2026 | Apr 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 100,084 | 5,189 | 0.0% | — | 113 | +100,084 | New | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 98,637 | 5,114 | 0.01% | 0.01% | 114 | -1,716 | -1.71% | Q1 2026 | May 08, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 98,582 | 5,111 | 0.05% | 0.36% | 115 | -597,548 | -85.84% | Q1 2026 | Apr 16, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 97,304 | 5,045 | 0.01% | 0.01% | 116 | -3,717 | -3.68% | Q1 2026 | Apr 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 97,148 | 5,037 | 0.01% | 0.01% | 117 | +3,580 | 3.83% | Q1 2026 | May 11, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | New | 94,925 | 4,921 | 0.05% | — | 118 | +94,925 | New | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 92,838 | 4,813 | 0.06% | 0.04% | 119 | +20,374 | 28.12% | Q1 2026 | May 01, 2026 |
| SG Americas Securities, LLC | History | Reduced | 91,179 | 4,728 | 0.01% | 0.01% | 120 | -112,228 | -55.17% | Q1 2026 | Apr 16, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 86,775 | 4,499 | 0.51% | 0.48% | 121 | -29,829 | -25.58% | Q1 2026 | May 12, 2026 |
| Boston Partners | History | Reduced | 85,824 | 4,449 | 0.0% | 0.0% | 122 | -6 | -0.01% | Q1 2026 | May 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 82,057 | 4,254 | 0.0% | 0.0% | 123 | -1,503 | -1.8% | Q1 2026 | May 15, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 81,549 | 4,228 | 0.24% | 0.23% | 124 | +1,870 | 2.35% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 80,116 | 4,154 | 0.07% | — | 125 | +80,116 | New | Q1 2026 | May 15, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 79,399 | 4,116 | 0.51% | 0.53% | 126 | +630 | 0.8% | Q1 2026 | Apr 16, 2026 |
| SMA Capital LLC | History | Added to | 76,249 | 3,953 | 1.71% | 1.39% | 127 | +21,249 | 38.63% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 75,599 | 3,919 | 0.01% | 0.0% | 128 | +21,487 | 39.71% | Q1 2026 | May 08, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 69,306 | 3,593 | 0.02% | 0.02% | 129 | -9,587 | -12.15% | Q1 2026 | May 13, 2026 |
| Amundi | History | Added to | 68,432 | 3,549 | 0.0% | 0.0% | 130 | +5,569 | 8.86% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 65,149 | 3,377 | 0.02% | 0.0% | 131 | +60,464 | 1290.59% | Q1 2026 | May 15, 2026 |
| LUMINUS MANAGEMENT LLC | History | Reduced | 64,941 | 3,367 | 2.03% | 4.99% | 132 | -43,228 | -39.96% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 63,128 | 3,273 | 0.0% | 0.0% | 133 | -35,525 | -36.01% | Q1 2026 | May 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 62,708 | 3,251 | 0.35% | 0.35% | 134 | +1,464 | 2.39% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 61,366 | 3,181 | 0.0% | 0.0% | 135 | -580 | -0.94% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 59,963 | 3,109 | 0.0% | 0.0% | 136 | -23,116 | -27.82% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,497 | 3,084 | 0.0% | 0.0% | 137 | +7,483 | 14.39% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 58,381 | 3,027 | 0.04% | 0.05% | 138 | -8,124 | -12.22% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Reduced | 57,322 | 2,972 | 0.0% | 0.0% | 139 | -18,455 | -24.35% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 56,300 | 2,919 | 0.0% | — | 140 | +56,300 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 56,293 | 2,918 | 0.01% | 0.01% | 141 | +390 | 0.7% | Q1 2026 | May 14, 2026 |
| Ionic Capital Management LLC | History | Reduced | 56,082 | 2,907 | 0.21% | 0.46% | 142 | -12,500 | -18.23% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 55,320 | 2,868 | 0.01% | 0.01% | 143 | -15,637 | -22.04% | Q1 2026 | May 13, 2026 |
| AYAL Capital Advisors Ltd | History | Reduced | 55,000 | 2,851 | 0.77% | 1.83% | 144 | -45,000 | -45.0% | Q1 2026 | May 15, 2026 |
| one8zero8, LLC | History | Added to | 54,075 | 2,803 | 0.62% | 0.62% | 145 | +200 | 0.37% | Q1 2026 | May 07, 2026 |
| AMALGAMATED BANK | History | Added to | 53,623 | 2,780 | 0.02% | 0.02% | 146 | +359 | 0.67% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,621 | 2,728 | 0.0% | 0.0% | 147 | +5,410 | 11.46% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | New | 52,400 | 2,716 | 0.28% | — | 148 | +52,400 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 51,735 | 2,682 | 0.01% | 0.01% | 149 | +420 | 0.82% | Q1 2026 | May 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 51,463 | 2,669 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CITIGROUP INC | History | Reduced | 51,023 | 2,645 | 0.0% | 0.02% | 151 | -974,646 | -95.03% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 49,365 | 2,559 | 0.02% | 0.0% | 152 | +44,595 | 934.91% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 48,814 | 2,531 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 48,606 | 2,520 | 0.0% | — | 154 | +48,606 | New | Q1 2026 | May 08, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 48,043 | 2,491 | 0.01% | 0.01% | 155 | +1,020 | 2.17% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 47,182 | 2,446 | 0.0% | 0.01% | 156 | -105,551 | -69.11% | Q1 2026 | May 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 45,622 | 2,365 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 44,853 | 2,325 | 0.03% | 0.04% | 158 | -1,628 | -3.5% | Q1 2026 | May 12, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 44,658 | 2,315 | 0.02% | 0.02% | 159 | -2,709 | -5.72% | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 44,000 | 2,281 | 0.02% | — | 160 | +44,000 | New | Q1 2026 | May 04, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 43,883 | 2,275 | 0.03% | 0.03% | 161 | -3,764 | -7.9% | Q1 2026 | May 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 43,101 | 2,234 | 0.01% | 0.01% | 162 | -1,918 | -4.26% | Q1 2026 | May 05, 2026 |
| Allianz Asset Management GmbH | History | New | 43,068 | 2,233 | 0.0% | — | 163 | +43,068 | New | Q1 2026 | May 11, 2026 |
| TCW GROUP INC | History | New | 42,459 | 2,201 | 0.02% | — | 164 | +42,459 | New | Q1 2026 | May 14, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 41,960 | 2,175 | 0.14% | 0.13% | 165 | -603 | -1.42% | Q1 2026 | May 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 40,218 | 2,085 | 0.0% | 0.0% | 166 | +6,429 | 19.03% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 39,529 | 2,050 | 0.01% | 0.01% | 167 | +4,514 | 12.89% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Added to | 39,031 | 2,023 | 0.01% | 0.02% | 168 | +11,333 | 40.92% | Q1 2026 | May 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 37,241 | 1,960 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 36,952 | 1,916 | 0.0% | 0.01% | 170 | -781 | -2.07% | Q1 2026 | Apr 30, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 35,726 | 1,853 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 35,515 | 1,841 | 0.02% | 0.02% | 172 | -1,764 | -4.73% | Q1 2026 | Apr 24, 2026 |
| FORMULA GROWTH LTD | History | No change | 34,000 | 1,762 | 0.8% | 0.69% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 33,338 | 1,728 | 0.16% | — | 174 | +33,338 | New | Q1 2026 | May 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 33,243 | 1,723 | 0.15% | 0.06% | 175 | +8,956 | 36.88% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 33,200 | 1,721 | 0.03% | 0.03% | 176 | +1,500 | 4.73% | Q1 2026 | Apr 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 32,664 | 1,693 | 0.01% | 0.01% | 177 | -1,114 | -3.3% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 34,154 | 1,668 | 0.0% | 0.0% | 178 | +649 | 1.94% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 31,468 | 1,631 | 0.01% | 0.01% | 179 | -283 | -0.89% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | New | 31,306 | 1,623 | 0.06% | — | 180 | +31,306 | New | Q1 2026 | Apr 28, 2026 |
| Fiduciary Alliance LLC | History | Added to | 29,085 | 1,621 | 0.1% | 0.03% | 181 | +21,566 | 286.82% | Q1 2026 | Apr 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 29,810 | 1,545 | 0.0% | 0.0% | 182 | +22,195 | 291.46% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 29,711 | 1,540 | 0.01% | 0.01% | 183 | +4,422 | 17.49% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 28,691 | 1,487 | 0.01% | 0.01% | 184 | +42 | 0.15% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 28,024 | 1,453 | 0.0% | — | 185 | +28,024 | New | Q1 2026 | May 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 27,527 | 1,427 | 0.01% | 0.01% | 186 | +500 | 1.85% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,738 | 1,366 | 0.0% | 0.0% | 187 | +1,698 | 7.06% | Q1 2026 | Apr 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 25,955 | 1,345 | 0.09% | 0.1% | 188 | -16,909 | -39.45% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 25,912 | 1,343 | 0.01% | — | 189 | +25,912 | New | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 25,800 | 1,338 | 0.0% | 0.0% | 190 | +20 | 0.08% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 25,654 | 1,330 | 0.02% | 0.02% | 191 | +40 | 0.16% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,520 | 1,323 | 0.0% | 0.0% | 192 | -15 | -0.06% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 25,200 | 1,306 | 0.01% | 0.0% | 193 | +700 | 2.86% | Q1 2026 | Apr 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 24,482 | 1,269 | 0.14% | 0.14% | 194 | -1,511 | -5.81% | Q1 2026 | Apr 21, 2026 |
| Dakota Wealth Management | History | Reduced | 24,253 | 1,257 | 0.03% | 0.03% | 195 | -8,523 | -26.0% | Q1 2026 | May 07, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 24,200 | 1,255 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 24,427 | 1,224 | 0.0% | 0.0% | 197 | +6,233 | 34.26% | Q1 2026 | May 15, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 23,571 | 1,222 | 0.02% | — | 198 | +23,571 | New | Q1 2026 | May 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 23,503 | 1,218 | 0.02% | 0.02% | 199 | +600 | 2.62% | Q1 2026 | Apr 29, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 23,110 | 1,198 | 0.02% | 0.01% | 200 | +3,158 | 15.83% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 22,911 | 1,187 | 0.02% | 0.02% | 201 | -833 | -3.51% | Q1 2026 | May 01, 2026 |
| ALLSTATE CORP | History | New | 22,761 | 1,180 | 0.01% | — | 202 | +22,761 | New | Q1 2026 | May 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 22,556 | 1,169 | 0.02% | 0.02% | 203 | -1,928 | -7.87% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 22,248 | 1,153 | 0.01% | 0.03% | 204 | -2,375 | -9.65% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | Reduced | 21,723 | 1,126 | 0.05% | 0.1% | 205 | -14,844 | -40.59% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 21,096 | 1,093 | 0.03% | 0.03% | 206 | +114 | 0.54% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 20,784 | 1,077 | 0.06% | 0.06% | 207 | -3,205 | -13.36% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | New | 20,070 | 1,040 | 0.0% | — | 208 | +20,070 | New | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 20,000 | 1,037 | 0.0% | 0.01% | 209 | -49,035 | -71.03% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | New | 19,800 | 1,027 | 0.02% | — | 210 | +19,800 | New | Q1 2026 | May 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 19,562 | 1,014 | 0.0% | 0.0% | 211 | -803 | -3.94% | Q1 2026 | May 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 19,365 | 1,004 | 0.03% | 0.03% | 212 | +4,023 | 26.22% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 19,348 | 1,003 | 0.0% | 0.0% | 213 | +1,842 | 10.52% | Q1 2026 | Apr 22, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 18,922 | 981 | 0.13% | 0.14% | 214 | -1,333 | -6.58% | Q1 2026 | May 15, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Reduced | 18,249 | 946 | 0.06% | 0.06% | 215 | -568 | -3.02% | Q1 2026 | Apr 23, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 17,999 | 933 | 0.12% | 0.13% | 216 | -1,750 | -8.86% | Q1 2026 | May 15, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | Added to | 17,600 | 912 | 0.38% | 0.34% | 217 | +500 | 2.92% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 17,459 | 905 | 0.01% | 0.02% | 218 | +2,255 | 14.83% | Q1 2026 | May 18, 2026 |
| Ethic Inc. | History | Added to | 16,999 | 881 | 0.01% | 0.01% | 219 | +3,652 | 27.36% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 16,948 | 878 | 0.02% | 0.02% | 220 | +1,316 | 8.42% | Q1 2026 | May 04, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 16,570 | 859 | 0.35% | 0.38% | 221 | -1,274 | -7.14% | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 16,476 | 854 | 0.01% | 0.01% | 222 | +50 | 0.3% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 16,453 | 853 | 0.04% | 0.04% | 223 | -402 | -2.39% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 16,231 | 842 | 0.0% | 0.0% | 224 | +7,606 | 88.19% | Q1 2026 | Apr 22, 2026 |
| Foresight Group Ltd Liability Partnership | History | No change | 17,226 | 841 | 0.15% | 0.14% | 225 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mendel Money Management | History | Reduced | 16,015 | 830 | 0.35% | 0.41% | 227 | -2,630 | -14.11% | Q1 2026 | May 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 16,010 | 830 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 15,923 | 825 | 0.0% | 0.0% | 228 | +12,102 | 316.72% | Q1 2026 | Apr 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 15,755 | 816 | 0.01% | 0.01% | 229 | -327 | -2.03% | Q1 2026 | Apr 21, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 14,956 | 775 | 0.01% | 0.0% | 230 | +7,421 | 98.49% | Q1 2026 | May 08, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 14,667 | 760 | 0.09% | 0.09% | 231 | -325 | -2.17% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 14,605 | 757 | 0.0% | 0.0% | 232 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,442 | 748 | 0.0% | 0.0% | 233 | +1,940 | 15.52% | Q1 2026 | Apr 27, 2026 |
| XPONANCE LLC | History | Added to | 14,108 | 731 | 0.01% | 0.0% | 234 | +3,154 | 28.79% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,433 | 696 | 0.0% | 0.0% | 235 | -1,641 | -10.89% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | New | 13,276 | 688 | 0.03% | — | 236 | +13,276 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 13,220 | 685 | 0.0% | 0.0% | 237 | -27 | -0.2% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 13,196 | 684 | 0.0% | 0.0% | 238 | +12,833 | 3535.26% | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | Reduced | 13,181 | 683 | 0.0% | 0.01% | 239 | -58,140 | -81.52% | Q1 2026 | May 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 13,059 | 677 | 0.06% | 0.06% | 240 | +1,962 | 17.68% | Q1 2026 | Apr 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,464 | 646 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 12,381 | 641 | 0.12% | 0.13% | 242 | -733 | -5.59% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,965 | 620 | 0.0% | 0.0% | 243 | +1,641 | 15.9% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 11,953 | 619 | 0.0% | 0.0% | 244 | +352 | 3.03% | Q1 2026 | Apr 30, 2026 |
| BOYAR ASSET MANAGEMENT INC. | History | Added to | 11,849 | 614 | 0.35% | 0.13% | 245 | +7,823 | 194.31% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 11,526 | 597 | 0.0% | 0.0% | 246 | +4,351 | 60.64% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 11,299 | 585 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 11,238 | 582 | 0.01% | 0.01% | 248 | -4 | -0.04% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,177 | 579 | 0.0% | — | 249 | +11,177 | New | Q1 2026 | May 14, 2026 |
| Maxi Investments CY Ltd | History | Reduced | 11,100 | 576 | 0.13% | 0.32% | 250 | -22,100 | -66.57% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,023 | 571 | 0.0% | 0.0% | 251 | +454 | 4.3% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,387 | 560 | 0.0% | 0.0% | 254 | -2,407 | -17.45% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,813 | 560 | 0.01% | 0.01% | 253 | -225 | -2.04% | Q1 2026 | May 14, 2026 |
| Sterneck Capital Management, LLC | History | Reduced | 10,802 | 560 | 0.25% | 0.26% | 252 | -40 | -0.37% | Q1 2026 | Apr 16, 2026 |
| TradeLink Capital LLC | History | Added to | 10,155 | 553 | 4.18% | 2.37% | 255 | +4,535 | 80.69% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,780 | 535 | 0.0% | 0.0% | 256 | +8,943 | 486.83% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 10,329 | 535 | 0.01% | 0.01% | 258 | +1,251 | 13.78% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,334 | 535 | 0.0% | 0.0% | 257 | -228 | -2.16% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | New | 10,294 | 533 | 0.0% | — | 259 | +10,294 | New | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 10,201 | 528 | 0.0% | 0.0% | 260 | -890 | -8.02% | Q1 2026 | May 07, 2026 |
| Aureus Asset Management, LLC | History | No change | 10,000 | 518 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 9,930 | 514 | 0.08% | 0.15% | 262 | -2,851 | -22.31% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | No change | 9,926 | 514 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 9,843 | 510 | 0.12% | 0.12% | 264 | -325 | -3.2% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | Added to | 9,721 | 504 | 0.01% | 0.01% | 265 | +1,767 | 22.22% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 9,435 | 496 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | Added to | 9,475 | 491 | 0.06% | 0.04% | 267 | +1,832 | 23.97% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 9,345 | 484 | 0.02% | 0.02% | 268 | +67 | 0.72% | Q1 2026 | Apr 17, 2026 |
| AXQ CAPITAL, LP | History | New | 9,170 | 475 | 0.06% | — | 269 | +9,170 | New | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Reduced | 9,112 | 472 | 0.03% | 0.03% | 270 | -18 | -0.2% | Q1 2026 | Apr 28, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 9,103 | 471 | 0.0% | 0.0% | 271 | -104 | -1.13% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,925 | 462 | 0.0% | 0.0% | 272 | -404 | -4.33% | Q1 2026 | May 13, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 8,560 | 441 | 0.03% | — | 273 | +8,560 | New | Q1 2026 | Apr 16, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 8,440 | 437 | 0.02% | 0.02% | 274 | +112 | 1.34% | Q1 2026 | May 01, 2026 |
| Cannell & Spears LLC | History | No change | 8,168 | 423 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 7,992 | 414 | 0.14% | 0.14% | 277 | -120 | -1.48% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 7,996 | 414 | 0.0% | 0.0% | 276 | -55 | -0.68% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 7,900 | 410 | 0.01% | 0.07% | 278 | -77,230 | -90.72% | Q1 2026 | May 14, 2026 |
| Janney Capital Management LLC | History | No change | 7,705 | 406 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,593 | 393 | 0.0% | 0.0% | 280 | +172 | 2.32% | Q1 2026 | Apr 24, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 7,360 | 381 | 0.01% | 0.07% | 281 | -50,000 | -87.17% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,304 | 378 | 0.01% | 0.01% | 282 | -70 | -0.95% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Added to | 7,281 | 377 | 0.0% | 0.0% | 283 | +1,785 | 32.48% | Q1 2026 | May 12, 2026 |
| nVerses Capital, LLC | History | New | 7,269 | 376 | 0.34% | — | 285 | +7,269 | New | Q1 2026 | May 13, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 7,260 | 376 | 0.16% | 0.14% | 284 | -2,030 | -21.85% | Q1 2026 | Apr 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,974 | 361 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 6,855 | 355 | 0.0% | 0.0% | 287 | +1,496 | 27.92% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,696 | 347 | 0.0% | 0.0% | 288 | +1,380 | 25.96% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,625 | 343 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DnB Asset Management AS | History | New | 6,375 | 330 | 0.0% | — | 290 | +6,375 | New | Q1 2026 | May 14, 2026 |
| Oak Thistle LLC | History | Reduced | 6,281 | 325 | 0.03% | 0.09% | 292 | -5,497 | -46.67% | Q1 2026 | Apr 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,282 | 325 | 0.01% | 0.02% | 291 | -200 | -3.09% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,204 | 321 | 0.0% | 0.0% | 293 | -869 | -12.29% | Q1 2026 | Apr 27, 2026 |
| Utah Retirement Systems | History | No change | 6,069 | 314 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,684 | 313 | 0.01% | 0.01% | 297 | +1,839 | 47.83% | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,047 | 313 | 0.02% | 0.02% | 295 | -364 | -5.68% | Q1 2026 | Apr 24, 2026 |
| Life Planning Partners, Inc | History | No change | 6,055 | 313 | 0.24% | 0.24% | 296 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fisher Asset Management, LLC | History | New | 6,005 | 311 | 0.0% | — | 298 | +6,005 | New | Q1 2026 | May 05, 2026 |
| Huntleigh Advisors, Inc. | History | New | 5,897 | 305 | 0.05% | — | 299 | +5,897 | New | Q1 2026 | Apr 21, 2026 |
| Argent Trust Co | History | Added to | 5,873 | 304 | 0.01% | 0.01% | 300 | +300 | 5.38% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,748 | 298 | 0.0% | 0.0% | 301 | -413 | -6.7% | Q1 2026 | May 08, 2026 |
| Ipswich Investment Management Co., Inc. | History | Added to | 5,661 | 293 | 0.07% | 0.07% | 302 | +225 | 4.14% | Q1 2026 | Apr 10, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 6,016 | 293 | 0.02% | 0.02% | 303 | -80 | -1.31% | Q1 2026 | May 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 5,569 | 288 | 0.08% | 0.08% | 304 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 5,534 | 286 | 0.01% | 0.01% | 305 | +1,358 | 32.52% | Q1 2026 | Apr 29, 2026 |
| PEAK6 LLC | History | Reduced | 5,491 | 284 | 0.0% | 0.01% | 306 | -58,349 | -91.4% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,486 | 284 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First Bank & Trust | History | Reduced | 5,475 | 283 | 0.05% | 0.05% | 308 | -221 | -3.88% | Q1 2026 | Apr 10, 2026 |
| NICOLET BANKSHARES INC | History | New | 4,953 | 264 | 0.01% | — | 310 | +4,953 | New | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 5,100 | 264 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Delta Investment Management, LLC | History | Reduced | 5,073 | 263 | 0.05% | 0.05% | 311 | -221 | -4.17% | Q1 2026 | May 12, 2026 |
| R Squared Ltd | History | Added to | 4,932 | 255 | 0.14% | 0.11% | 312 | +377 | 8.28% | Q1 2026 | Apr 29, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 4,827 | 250 | 0.13% | 0.23% | 314 | -3,417 | -41.45% | Q1 2026 | Apr 13, 2026 |
| ProShare Advisors LLC | History | Added to | 4,832 | 250 | 0.0% | 0.0% | 313 | +3 | 0.06% | Q1 2026 | Apr 24, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 4,700 | 243 | 0.02% | 0.01% | 315 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Claret Asset Management Corp | History | Added to | 4,670 | 242 | 0.03% | 0.03% | 316 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 4,654 | 241 | 0.0% | 0.0% | 317 | +287 | 6.57% | Q1 2026 | May 04, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 4,652 | 241 | 0.01% | 0.01% | 318 | +22 | 0.48% | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,126 | 238 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 4,580 | 237 | 0.0% | 0.0% | 320 | +135 | 3.04% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 4,569 | 236 | 0.0% | 0.0% | 321 | +248 | 5.74% | Q1 2026 | May 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 4,540 | 235 | 0.01% | 0.02% | 322 | -770 | -14.5% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,492 | 234 | 0.0% | 0.0% | 323 | +3,909 | 670.5% | Q1 2026 | May 06, 2026 |
| Machina Capital S.A.S. | History | New | 4,388 | 227 | 0.04% | — | 325 | +4,388 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,381 | 227 | 0.0% | 0.0% | 324 | -396 | -8.29% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | New | 4,300 | 222 | 0.0% | — | 327 | +4,300 | New | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | New | 4,285 | 222 | 0.01% | — | 326 | +4,285 | New | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Added to | 4,230 | 219 | 0.01% | — | 328 | +4,215 | 28100.0% | Q1 2026 | Apr 27, 2026 |
| Cambria Investment Management, L.P. | History | New | 4,213 | 218 | 0.01% | — | 329 | +4,213 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 4,195 | 217 | 0.0% | 0.0% | 331 | -271 | -6.07% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,197 | 217 | 0.0% | 0.0% | 330 | -208 | -4.72% | Q1 2026 | Apr 28, 2026 |
| Bayforest Capital Ltd | History | Reduced | 4,144 | 214 | 0.24% | 0.21% | 332 | -1,272 | -23.49% | Q1 2026 | Apr 15, 2026 |
| Ballast, Inc. | History | No change | 4,062 | 210 | 0.05% | 0.05% | 333 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 4,036 | 209 | 0.14% | 0.14% | 334 | -55 | -1.34% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | New | 3,996 | 207 | 0.0% | — | 336 | +3,996 | New | Q1 2026 | May 08, 2026 |
| Phoenix Financial Ltd. | History | No change | 4,000 | 207 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 3,978 | 206 | 0.0% | 0.0% | 337 | +23 | 0.58% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,871 | 200 | 0.01% | 0.01% | 338 | -754 | -16.3% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,765 | 195 | 0.0% | 0.01% | 339 | -2,874 | -43.29% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 3,470 | 180 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 3,254 | 168 | 0.0% | — | 341 | +3,254 | New | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 3,110 | 166 | 0.0% | 0.0% | 342 | -2,185 | -41.27% | Q1 2026 | May 12, 2026 |
| OP Asset Management Ltd | History | New | 3,140 | 162 | 0.0% | — | 343 | +3,140 | New | Q1 2026 | Apr 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,040 | 158 | 0.0% | 0.0% | 344 | +707 | 30.3% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,810 | 145 | 0.0% | 0.0% | 345 | +146 | 5.48% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,723 | 141 | 0.0% | 0.0% | 346 | +233 | 9.36% | Q1 2026 | May 07, 2026 |
| STRS OHIO | History | Reduced | 2,684 | 139 | 0.0% | 0.0% | 347 | -4 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Smithfield Trust Co | History | Reduced | 2,653 | 138 | 0.01% | 0.01% | 348 | -590 | -18.19% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,604 | 135 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 2,548 | 132 | 0.0% | 0.0% | 350 | +198 | 8.43% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,490 | 129 | 0.0% | 0.0% | 351 | +257 | 11.51% | Q1 2026 | May 14, 2026 |
| Avanza Fonder AB | History | No change | 2,359 | 122 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,325 | 120 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Reduced | 2,285 | 118 | 0.02% | 0.05% | 354 | -4,296 | -65.28% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,124 | 110 | 0.0% | — | 355 | +2,121 | 70700.0% | Q1 2026 | May 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 2,094 | 108 | 0.05% | 0.05% | 356 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,000 | 103 | 0.0% | — | 357 | +2,000 | New | Q1 2026 | May 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 2,614 | 102 | 0.03% | — | 358 | +2,614 | New | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,890 | 97 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Added to | 1,842 | 95 | 0.0% | 0.0% | 360 | +168 | 10.04% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,807 | 93 | 0.0% | 0.0% | 361 | +173 | 10.59% | Q1 2026 | Apr 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,565 | 82 | 0.0% | 0.0% | 362 | -21 | -1.32% | Q1 2026 | Apr 28, 2026 |
| Security National Bank | History | Reduced | 1,534 | 79 | 0.01% | 0.7% | 363 | -91,290 | -98.35% | Q1 2026 | Apr 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,418 | 73 | 0.0% | — | 364 | +1,418 | New | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 1,184 | 61 | 0.0% | 0.0% | 365 | +517 | 77.51% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 1,166 | 60 | 0.0% | 0.0% | 366 | +801 | 219.45% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,086 | 58 | 0.0% | 0.0% | 367 | -334 | -23.52% | Q1 2026 | Apr 07, 2026 |
| Addison Advisors LLC | History | No change | 1,075 | 55 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,000 | 51 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hara Capital LLC | History | No change | 960 | 49 | 0.02% | 0.03% | 370 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 951 | 49 | 0.04% | 0.04% | 371 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 911 | 47 | 0.0% | 0.0% | 373 | -1,820 | -66.64% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 907 | 47 | 0.0% | 0.0% | 372 | +700 | 338.16% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 848 | 44 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 821 | 43 | 0.0% | 0.0% | 375 | -27 | -3.18% | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | Reduced | 787 | 41 | 0.03% | 0.03% | 376 | -427 | -35.17% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 735 | 38 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | Added to | 663 | 34 | 0.0% | 0.0% | 378 | +113 | 20.55% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 592 | 30 | 0.0% | 0.0% | 379 | +141 | 31.26% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 578 | 30 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 517 | 26 | 0.0% | 0.0% | 381 | -4,556 | -89.81% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 431 | 22 | 0.0% | 0.0% | 383 | +102 | 31.0% | Q1 2026 | Apr 06, 2026 |
| Community Bank, N.A. | History | No change | 429 | 22 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 422 | 21 | 0.0% | 0.0% | 385 | -109 | -20.53% | Q1 2026 | Apr 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 407 | 21 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wiser Advisor Group LLC | History | No change | 387 | 20 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Destiny Wealth Partners, LLC | History | New | 370 | 19 | 0.0% | — | 388 | +370 | New | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 384 | 19 | 0.0% | 0.0% | 387 | +88 | 29.73% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 375 | 18 | 0.0% | 0.0% | 389 | -1 | -0.27% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 347 | 17 | 0.0% | 0.0% | 392 | -8 | -2.25% | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 336 | 17 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| J.Safra Asset Management Corp | History | No change | 336 | 17 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 325 | 16 | 0.0% | 0.0% | 393 | -100 | -23.53% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 322 | 16 | 0.0% | 0.0% | 394 | +76 | 30.89% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | No change | 304 | 15 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 284 | 14 | 0.01% | 0.0% | 396 | +99 | 53.51% | Q1 2026 | May 01, 2026 |
| Colonial Trust Advisors | History | New | 237 | 12 | 0.0% | — | 398 | +237 | New | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 249 | 12 | 0.0% | 0.0% | 397 | -10 | -3.86% | Q1 2026 | May 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 223 | 11 | 0.0% | 0.0% | 399 | -61 | -21.48% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | New | 205 | 10 | 0.0% | — | 403 | +205 | New | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 207 | 10 | 0.0% | 0.0% | 400 | -35 | -14.46% | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | No change | 202 | 10 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gen-Wealth Partners Inc | History | No change | 200 | 10 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 184 | 9 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 189 | 9 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 172 | 9 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 160 | 8 | 0.0% | 0.0% | 407 | -268 | -62.62% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 163 | 8 | 0.0% | 0.0% | 408 | -250 | -60.53% | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 166 | 8 | 0.0% | 0.0% | 409 | +12 | 7.79% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 135 | 7 | 0.0% | — | 412 | +135 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 148 | 7 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RMG Wealth Management LLC | History | Reduced | 132 | 6 | 0.0% | 0.0% | 413 | -68 | -34.0% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 118 | 6 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 5 | 0.0% | 0.0% | 415 | -1,400 | -93.33% | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 109 | 5 | 0.0% | 0.0% | 418 | +9 | 9.0% | Q1 2026 | Apr 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 100 | 5 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 98 | 5 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Citizens National Bank Trust Department | History | No change | 99 | 5 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 100 | 5 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hurley Capital, LLC | History | Reduced | 94 | 4 | 0.0% | 0.01% | 421 | -222 | -70.25% | Q1 2026 | May 06, 2026 |
| Ares Financial Consulting, LLC | History | New | 89 | 4 | 0.0% | — | 426 | +89 | New | Q1 2026 | Apr 02, 2026 |
| Salomon & Ludwin, LLC | History | No change | 77 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| High Note Wealth, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DV EQUITIES, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 78 | 4 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 63 | 3 | 0.0% | 0.0% | 430 | +27 | 75.0% | Q1 2026 | Apr 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 60 | 3 | 0.0% | 0.0% | 433 | +11 | 22.45% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pflug Koory, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Byrne Asset Management LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 72 | 3 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 46 | 2 | 0.0% | 0.0% | 439 | +14 | 43.75% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 57 | 2 | 0.0% | 0.0% | 436 | -13 | -18.57% | Q1 2026 | Apr 20, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 44 | 2 | 0.0% | 0.0% | 441 | +10 | 29.41% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 55 | 2 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | No change | 44 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TrinityBridge Ltd | History | No change | 39 | 2 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 38 | 1 | 0.0% | — | 442 | +27 | 245.45% | Q1 2026 | May 07, 2026 |
| CVA Family Office, LLC | History | New | 21 | 1 | 0.0% | — | 454 | +21 | New | Q1 2026 | Apr 29, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 20 | 1 | 0.0% | — | 455 | +20 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 20 | 1 | 0.0% | — | 456 | +20 | New | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 20 | 1 | 0.0% | — | 452 | +11 | 122.22% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 36 | 1 | 0.0% | 0.0% | 444 | +1 | 2.86% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | No change | 25 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NVWM, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Your Advocates Ltd., LLP | History | No change | 23 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CGC Financial Services, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kilter Group LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Encompass Capital Advisors LLC | History | Closed out | 0 | 0 | — | 1.5% | — | -698,974 | -100.0% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -618,514 | -100.0% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -326,550 | -100.0% | Q1 2026 | May 15, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.19% | — | -225,000 | -100.0% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -224,968 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -118,982 | -100.0% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -98,918 | -100.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -91,791 | -100.0% | Q1 2026 | May 08, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -72,239 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Bastion Asset Management Inc. | History | Closed out | 0 | 0 | — | 1.65% | — | -57,871 | -100.0% | Q1 2026 | May 05, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -40,452 | -100.0% | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.11% | — | -31,857 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -30,000 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -21,281 | -100.0% | Q1 2026 | May 07, 2026 |
| TWIN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,613 | -100.0% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,717 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,927 | -100.0% | Q1 2026 | May 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -12,588 | -100.0% | Q1 2026 | May 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,500 | -100.0% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,361 | -100.0% | Q1 2026 | Apr 29, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -11,373 | -100.0% | Q1 2026 | May 14, 2026 |
| Stablepoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,153 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -9,646 | -100.0% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -9,208 | -100.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,025 | -100.0% | Q1 2026 | May 14, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.07% | — | -8,718 | -100.0% | Q1 2026 | May 12, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,314 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,333 | -100.0% | Q1 2026 | May 14, 2026 |
| E&G Advisors, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -4,800 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,579 | -100.0% | Q1 2026 | May 11, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,447 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -4,058 | -100.0% | Q1 2026 | May 15, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,058 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | Closed out | 0 | 0 | — | 0.05% | — | -4,000 | -100.0% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,996 | -100.0% | Q1 2026 | May 12, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,995 | -100.0% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -3,959 | -100.0% | Q1 2026 | May 08, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,920 | -100.0% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,895 | -100.0% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -3,820 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,814 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,824 | -100.0% | Q1 2026 | May 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -699 | -100.0% | Q1 2026 | May 12, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -544 | -100.0% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q1 2026 | May 21, 2026 |
| Torren Management, LLC | History | Reduced | 13 | 0 | — | 0.01% | — | -258 | -95.2% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 13 | 0 | — | — | — | +11 | 550.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 30, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 19, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 17, 2026 |
| JPL Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 0 | — | — | — | +4 | 44.44% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 17 | 0 | — | — | — | +4 | 30.77% | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q1 2026 | Apr 17, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q1 2026 | Apr 07, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q1 2026 | May 01, 2026 |
| Activest Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 18 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TFC Financial Management, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cromwell Holdings LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Red Tortoise LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fairscale Capital, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WPG Advisers, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |