Hillenbrand, Inc. - HI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 8,291,759 | 263,014 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | No change | 15,643 | 496 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AlphaQuest LLC | History | No change | 12,786 | 405 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DV EQUITIES, LLC | History | No change | 11,300 | 358 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HORAN Wealth, LLC | History | Reduced | 10,000 | 317 | 0.03% | 0.1% | 5 | -10,256 | -50.63% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,089 | 34 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 102 | 3 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | No change | 79 | 2 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,530,837 | -100.0% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -2,820,346 | -100.0% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,711,189 | -100.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,040,832 | -100.0% | Q1 2026 | May 07, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 4.24% | — | -1,916,660 | -100.0% | Q1 2026 | May 15, 2026 |
| Pentwater Capital Management LP | History | Closed out | 0 | 0 | — | 0.3% | — | -1,800,000 | -100.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,674,287 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,447,461 | -100.0% | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -1,391,980 | -100.0% | Q1 2026 | May 15, 2026 |
| Irenic Capital Management LP | History | Closed out | 0 | 0 | — | 2.88% | — | -1,351,604 | -100.0% | Q1 2026 | May 18, 2026 |
| First Trust Capital Management L.P. | History | Closed out | 0 | 0 | — | 2.58% | — | -1,342,891 | -100.0% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,328,984 | -100.0% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,238,362 | -100.0% | Q1 2026 | May 15, 2026 |
| GLAZER CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -1,192,320 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,061,060 | -100.0% | Q1 2026 | May 15, 2026 |
| AQR Arbitrage LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -1,047,360 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,032,804 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -804,946 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -789,077 | -100.0% | Q1 2026 | May 14, 2026 |
| Polar Asset Management Partners Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -674,619 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -638,810 | -100.0% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.08% | — | -632,489 | -100.0% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -616,995 | -100.0% | Q1 2026 | May 15, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 1.16% | — | -548,200 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -484,423 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.12% | — | -477,243 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -461,846 | -100.0% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -442,775 | -100.0% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -420,773 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -411,750 | -100.0% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -399,327 | -100.0% | Q1 2026 | May 15, 2026 |
| WATER ISLAND CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.36% | — | -399,006 | -100.0% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -360,494 | -100.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -335,959 | -100.0% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -294,189 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -293,163 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -285,311 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.03% | — | -283,601 | -100.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280,343 | -100.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -263,949 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -249,409 | -100.0% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -246,945 | -100.0% | Q1 2026 | May 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.07% | — | -243,941 | -100.0% | Q1 2026 | May 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 2.35% | — | -242,406 | -100.0% | Q1 2026 | May 07, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -240,838 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -234,572 | -100.0% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -230,368 | -100.0% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -209,314 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.01% | — | -201,850 | -100.0% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -192,514 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -190,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -187,140 | -100.0% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -178,263 | -100.0% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -175,000 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174,478 | -100.0% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -171,198 | -100.0% | Q1 2026 | Jul 17, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.81% | — | -163,724 | -100.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -160,517 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -145,698 | -100.0% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -139,059 | -100.0% | Q1 2026 | May 07, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.12% | — | -130,000 | -100.0% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -123,475 | -100.0% | Q1 2026 | May 15, 2026 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.94% | — | -122,961 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122,865 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,012 | -100.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.02% | — | -117,451 | -100.0% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110,170 | -100.0% | Q1 2026 | May 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -107,468 | -100.0% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100,818 | -100.0% | Q1 2026 | May 15, 2026 |
| Mint Tower Capital Management B.V. | History | Closed out | 0 | 0 | — | 0.37% | — | -100,000 | -100.0% | Q1 2026 | May 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.01% | — | -96,177 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -92,967 | -100.0% | Q1 2026 | Jun 02, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Closed out | 0 | 0 | — | 0.44% | — | -92,750 | -100.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -88,929 | -100.0% | Q1 2026 | May 08, 2026 |
| Carmignac Gestion | History | Closed out | 0 | 0 | — | 0.04% | — | -86,224 | -100.0% | Q1 2026 | Jun 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -84,376 | -100.0% | Q1 2026 | Jul 08, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -81,404 | -100.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.01% | — | -80,064 | -100.0% | Q1 2026 | May 01, 2026 |
| Seven Six Capital Management, LLC | History | Closed out | 0 | 0 | — | 2.55% | — | -80,027 | -100.0% | Q1 2026 | May 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -79,877 | -100.0% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74,544 | -100.0% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -68,708 | -100.0% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -66,883 | -100.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,579 | -100.0% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -66,493 | -100.0% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -66,289 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -62,547 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | Closed out | 0 | 0 | — | 0.0% | — | -58,782 | -100.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,484 | -100.0% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -58,357 | -100.0% | Q1 2026 | May 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -52,927 | -100.0% | Q1 2026 | May 15, 2026 |
| HARVEST MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -52,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.02% | — | -52,000 | -100.0% | Q1 2026 | May 21, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.09% | — | -49,796 | -100.0% | Q1 2026 | Apr 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -48,436 | -100.0% | Q1 2026 | May 01, 2026 |
| Twelve Points Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -47,576 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Texas Yale Capital Corp. | History | Closed out | 0 | 0 | — | 0.04% | — | -43,092 | -100.0% | Q1 2026 | May 04, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.04% | — | -40,707 | -100.0% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Closed out | 0 | 0 | — | 0.01% | — | -39,941 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Kintayl Capital LP | History | Closed out | 0 | 0 | — | 0.76% | — | -39,512 | -100.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,332 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -39,087 | -100.0% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.02% | — | -38,296 | -100.0% | Q1 2026 | May 05, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -36,203 | -100.0% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -33,254 | -100.0% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,797 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,764 | -100.0% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,470 | -100.0% | Q1 2026 | May 18, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,362 | -100.0% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Closed out | 0 | 0 | — | 0.02% | — | -32,300 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -32,263 | -100.0% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,783 | -100.0% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -28,359 | -100.0% | Q1 2026 | May 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Closed out | 0 | 0 | — | 0.07% | — | -28,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,093 | -100.0% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,165 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,576 | -100.0% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.13% | — | -25,296 | -100.0% | Q1 2026 | May 15, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.03% | — | -25,000 | -100.0% | Q1 2026 | May 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -24,990 | -100.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,961 | -100.0% | Q1 2026 | May 11, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -23,760 | -100.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,558 | -100.0% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,209 | -100.0% | Q1 2026 | May 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -22,998 | -100.0% | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,136 | -100.0% | Q1 2026 | Jun 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -21,720 | -100.0% | Q1 2026 | May 06, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -20,483 | -100.0% | Q1 2026 | May 08, 2026 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,000 | -100.0% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -19,670 | -100.0% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -19,631 | -100.0% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.01% | — | -19,559 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -19,490 | -100.0% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,458 | -100.0% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,165 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,115 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Planning, Inc. | History | Closed out | 0 | 0 | — | 0.32% | — | -18,530 | -100.0% | Q1 2026 | May 18, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Closed out | 0 | 0 | — | 0.02% | — | -18,100 | -100.0% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Closed out | 0 | 0 | — | 0.0% | — | -17,658 | -100.0% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,508 | -100.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -17,029 | -100.0% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,994 | -100.0% | Q1 2026 | May 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -16,174 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,133 | -100.0% | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -15,790 | -100.0% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -15,065 | -100.0% | Q1 2026 | Apr 24, 2026 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,750 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -14,696 | -100.0% | Q1 2026 | May 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,415 | -100.0% | Q1 2026 | May 15, 2026 |
| PenderFund Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.07% | — | -13,400 | -100.0% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,377 | -100.0% | Q1 2026 | May 08, 2026 |
| Abacus Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,482 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -12,100 | -100.0% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | Closed out | 0 | 0 | — | 0.01% | — | -11,949 | -100.0% | Q1 2026 | May 18, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -11,556 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -11,197 | -100.0% | Q1 2026 | May 15, 2026 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -10,837 | -100.0% | Q1 2026 | May 15, 2026 |
| Auto-Owners Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -10,500 | -100.0% | Q1 2026 | Apr 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,465 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.01% | — | -10,241 | -100.0% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,142 | -100.0% | Q1 2026 | May 15, 2026 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -10,057 | -100.0% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,050 | -100.0% | Q1 2026 | May 06, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -9,859 | -100.0% | Q1 2026 | May 11, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -9,378 | -100.0% | Q1 2026 | Apr 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,301 | -100.0% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -9,242 | -100.0% | Q1 2026 | May 13, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,956 | -100.0% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,624 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MCMORGAN & CO LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,575 | -100.0% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,384 | -100.0% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -8,370 | -100.0% | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,056 | -100.0% | Q1 2026 | May 07, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,959 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,730 | -100.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,433 | -100.0% | Q1 2026 | May 06, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,409 | -100.0% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,299 | -100.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,291 | -100.0% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,958 | -100.0% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,934 | -100.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,930 | -100.0% | Q1 2026 | Apr 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,683 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -6,469 | -100.0% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,454 | -100.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -6,307 | -100.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,902 | -100.0% | Q1 2026 | May 13, 2026 |
| METEORA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,472 | -100.0% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -4,145 | -100.0% | Q1 2026 | May 05, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,103 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,776 | -100.0% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.0% | — | -3,271 | -100.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,224 | -100.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,726 | -100.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,662 | -100.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -2,175 | -100.0% | Q1 2026 | Apr 06, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,103 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,001 | -100.0% | Q1 2026 | Apr 06, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,813 | -100.0% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,621 | -100.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,352 | -100.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,332 | -100.0% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,122 | -100.0% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,120 | -100.0% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,113 | -100.0% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,078 | -100.0% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -916 | -100.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -914 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -903 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -819 | -100.0% | Q1 2026 | May 07, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -696 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -653 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -598 | -99.83% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -495 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q1 2026 | May 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Pflug Koory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -356 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -337 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -313 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q1 2026 | Jun 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | Apr 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 06, 2026 |
| CrossGen Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Monetary Solutions, Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 01, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 21, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Godfrey Financial Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 08, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 10, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |