Haleon plc - HLN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | Reduced | 146,539,663 | 1,466,862 | 0.81% | 0.83% | 1 | -5,215,789 | -3.44% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 113,969,159 | 1,140,831 | 0.06% | 0.06% | 2 | +6,027,352 | 5.58% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Added to | 31,718,725 | 317,504 | 0.28% | 0.25% | 3 | +295,449 | 0.94% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 19,166,253 | 191,854 | 0.01% | 0.01% | 4 | -2,329,130 | -10.84% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 16,175,000 | 163,529 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARDING LOEVNER LP | History | Reduced | 15,712,550 | 157,233 | 1.62% | 1.48% | 6 | -903,137 | -5.44% | Q1 2026 | May 15, 2026 |
| HARRIS ASSOCIATES L P | History | New | 15,032,041 | 150,470 | 0.2% | — | 7 | +15,032,041 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 14,674,518 | 146,891 | 0.08% | 0.05% | 8 | +6,647,329 | 82.81% | Q1 2026 | May 14, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 20,178,600 | 138,402 | 0.29% | 0.29% | 9 | -235,633 | -1.15% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | New | 12,303 | 123,153 | 1.25% | — | 10 | +12,303 | New | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,934,228 | 109,451 | 0.01% | 0.01% | 11 | +1,586,230 | 16.97% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 9,198,299 | 92,075 | 0.13% | 0.14% | 12 | -805,642 | -8.05% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,086,528 | 89,048 | 0.04% | 0.0% | 13 | +8,730,841 | 2454.64% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 8,699,093 | 87,077 | 0.02% | 0.02% | 14 | +2,529,738 | 41.0% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,279,468 | 82,794 | 0.01% | 0.01% | 15 | +179,251 | 2.21% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,034,778 | 70,418 | 0.02% | 0.02% | 16 | +1,554,697 | 28.37% | Q1 2026 | May 04, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 6,693,783 | 67,004 | 0.97% | 0.94% | 17 | -67,572 | -1.0% | Q1 2026 | Apr 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 6,574,038 | 65,806 | 0.08% | 0.05% | 18 | +1,834,221 | 38.7% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,264,041 | 62,703 | 0.02% | 0.02% | 19 | +212,589 | 3.51% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,127,452 | 61,335 | 0.01% | 0.01% | 20 | -4,313,726 | -41.31% | Q1 2026 | May 15, 2026 |
| Sculptor Capital LP | History | Reduced | 5,300,868 | 53,061 | 0.55% | 1.09% | 21 | -5,154,000 | -49.3% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 5,250,957 | 52,562 | 0.0% | 0.0% | 22 | +267,751 | 5.37% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,103,509 | 51,086 | 0.09% | 0.1% | 23 | -293,691 | -5.44% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,881,337 | 48,862 | 0.01% | 0.01% | 24 | +64,278 | 1.33% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 4,828,648 | 48,334 | 0.01% | 0.01% | 25 | -163,881 | -3.28% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 4,639,437 | 46,441 | 0.03% | 0.04% | 26 | +132,231 | 2.93% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 4,356,376 | 43,607 | 0.13% | 0.12% | 27 | -100,783 | -2.26% | Q1 2026 | May 05, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 4,032,643 | 40,366 | 0.07% | 0.06% | 28 | +697,060 | 20.9% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,022,749 | 40,267 | 0.01% | 0.01% | 29 | +295,897 | 7.94% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,953,513 | 39,593 | 0.05% | — | 30 | +3,953,513 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,063,916 | 30,671 | 0.01% | 0.0% | 31 | +238,841 | 8.45% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,803,530 | 28,063 | 0.01% | 0.0% | 32 | +2,793,333 | 27393.67% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,596,454 | 25,990 | 0.0% | 0.0% | 33 | -56,865 | -2.14% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,291,768 | 22,940 | 0.0% | 0.0% | 34 | +753,132 | 48.95% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,181,908 | 21,840 | 0.02% | 0.02% | 35 | +72,857 | 3.45% | Q1 2026 | May 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 1,897,694 | 18,995 | 0.05% | 0.04% | 36 | +299,404 | 18.73% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,750,087 | 17,518 | 0.0% | 0.0% | 37 | +110,057 | 6.71% | Q1 2026 | May 06, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 1,725,059 | 17,250 | 0.04% | 0.02% | 38 | +711,817 | 70.25% | Q1 2026 | May 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,667,494 | 16,691 | 0.07% | 0.12% | 39 | -1,837,615 | -52.43% | Q1 2026 | May 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Added to | 1,610,721 | 16,115 | 1.35% | 0.19% | 40 | +1,328,217 | 470.16% | Q1 2026 | May 19, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,583,730 | 15,853 | 0.05% | 0.04% | 41 | -42,596 | -2.62% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,525,032 | 15,265 | 0.0% | 0.0% | 42 | +4,972 | 0.33% | Q1 2026 | May 13, 2026 |
| CLARK ESTATES INC/NY | History | Reduced | 1,400,000 | 14,014 | 3.37% | 4.42% | 43 | -400,000 | -22.22% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 1,329,934 | 13,312 | 0.01% | 0.0% | 44 | +354,821 | 36.39% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,285,485 | 12,866 | 0.01% | 0.01% | 45 | +606,864 | 89.43% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,221,499 | 12,227 | 0.02% | 0.02% | 46 | +128,917 | 11.8% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 1,169,469 | 11,706 | 0.02% | 0.03% | 47 | -264,639 | -18.45% | Q1 2026 | May 15, 2026 |
| SCHARF INVESTMENTS, LLC | History | Added to | 1,150,750 | 11,519 | 0.35% | 0.3% | 48 | +55,016 | 5.02% | Q1 2026 | Apr 13, 2026 |
| Goodman Financial Corp | History | New | 1,147,659 | 11,488 | 1.97% | — | 49 | +1,147,659 | New | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,134,531 | 11,356 | 0.01% | 0.01% | 50 | +139,054 | 13.97% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,131,403 | 11,325 | 0.01% | 0.01% | 51 | -12,169 | -1.06% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 1,100,190 | 11,012 | 0.03% | — | 52 | +1,100,190 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,096,123 | 10,972 | 0.0% | 0.0% | 53 | +100,136 | 10.05% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,063,693 | 10,648 | 0.03% | 0.02% | 54 | +37,014 | 3.61% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,039,677 | 10,407 | 0.01% | 0.01% | 55 | +16,487 | 1.61% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,019,165 | 10,201 | 0.0% | 0.01% | 56 | -6,488,448 | -86.42% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 946,633 | 9,475 | 0.0% | 0.03% | 57 | -7,553,863 | -88.86% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 935,229 | 9,361 | 0.01% | 0.01% | 58 | +167,704 | 21.85% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 820,071 | 8,209 | 0.13% | 0.1% | 59 | +121,804 | 17.44% | Q1 2026 | May 01, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 795,403 | 7,961 | 0.0% | 0.0% | 60 | +28,404 | 3.7% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 749,365 | 7,501 | 0.11% | 0.08% | 61 | +178,190 | 31.2% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 734,570 | 7,353 | 0.17% | 0.16% | 62 | -4,079 | -0.55% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 704,468 | 7,051 | 0.01% | 0.01% | 63 | +181,277 | 34.65% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 684,558 | 6,852 | 0.0% | 0.0% | 64 | +116,977 | 20.61% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 673,294 | 6,739 | 0.01% | — | 65 | +673,294 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 663,275 | 6,639 | 0.0% | 0.0% | 66 | +551,449 | 493.13% | Q1 2026 | May 13, 2026 |
| WELCH & FORBES LLC | History | No change | 643,501 | 6,441 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 636,787 | 6,374 | 0.01% | 0.01% | 68 | +16,494 | 2.66% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 630,997 | 6,316 | 0.0% | 0.0% | 69 | +102,394 | 19.37% | Q1 2026 | May 12, 2026 |
| GAM Holding AG | History | No change | 594,409 | 6,009 | 0.38% | 0.38% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 553,252 | 5,538 | 0.03% | 0.03% | 71 | +80,337 | 16.99% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 498,893 | 4,993 | 0.01% | 0.01% | 72 | +27,078 | 5.74% | Q1 2026 | Apr 27, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 477,377 | 4,778 | 0.63% | 2.64% | 73 | -2,312,074 | -82.89% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 476,263 | 4,767 | 0.05% | 0.06% | 74 | -16,238 | -3.3% | Q1 2026 | Apr 23, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 473,692 | 4,741 | 0.26% | 0.26% | 75 | +109,239 | 29.97% | Q1 2026 | Apr 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 464,724 | 4,651 | 0.0% | 0.0% | 76 | -7,892 | -1.67% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 459,205 | 4,596 | 0.01% | 0.01% | 77 | +13,589 | 3.05% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 451,649 | 4,518 | 0.01% | 0.0% | 78 | +308,152 | 214.74% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 433,893 | 4,343 | 0.03% | 0.03% | 79 | +2,805 | 0.65% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 421,051 | 4,214 | 0.02% | 0.02% | 80 | -151,893 | -26.51% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 404,060 | 3,992 | 0.04% | 0.03% | 81 | +191,885 | 90.44% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 388,159 | 3,885 | 0.03% | 0.03% | 82 | +1,076 | 0.28% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 379,517 | 3,798 | 0.04% | 0.04% | 83 | +56,362 | 17.44% | Q1 2026 | Apr 27, 2026 |
| XTX Topco Ltd | History | New | 379,350 | 3,797 | 0.07% | — | 84 | +379,350 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 371,702 | 3,720 | 0.01% | 0.01% | 85 | +41,526 | 12.58% | Q1 2026 | May 14, 2026 |
| Third View Private Wealth, LLC | History | Added to | 362,422 | 3,627 | 0.5% | 0.47% | 86 | +20,042 | 5.85% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 195,548 | 3,418 | 0.0% | 0.0% | 87 | +24,577 | 14.37% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 327,131 | 3,274 | 0.0% | 0.0% | 88 | +12,135 | 3.85% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 325,158 | 3,254 | 0.04% | 0.05% | 89 | -10,679 | -3.18% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 318,000 | 3,183 | 0.11% | 0.12% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 306,509 | 3,068 | 0.04% | 0.04% | 91 | -4,347 | -1.4% | Q1 2026 | Apr 30, 2026 |
| LGT Group Foundation | History | Added to | 297,369 | 2,976 | 0.04% | 0.03% | 92 | +22,761 | 8.29% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 295,125 | 2,954 | 0.02% | 0.02% | 93 | +3,496 | 1.2% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 293,965 | 2,942 | 0.0% | 0.0% | 94 | -24,639 | -7.73% | Q1 2026 | May 15, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 291,363 | 2,916 | 0.78% | 1.14% | 95 | -99,258 | -25.41% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 271,574 | 2,718 | 0.0% | — | 96 | +271,574 | New | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 260,541 | 2,608 | 0.08% | 0.09% | 97 | +61,495 | 30.89% | Q1 2026 | Apr 29, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Added to | 249,796 | 2,500 | 0.08% | 0.07% | 98 | +9,667 | 4.03% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 249,641 | 2,498 | 0.01% | 0.01% | 99 | +406 | 0.16% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 249,107 | 2,493 | 0.0% | 0.0% | 100 | -5 | -0.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 247,741 | 2,479 | 0.0% | 0.0% | 101 | +36,006 | 17.01% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | New | 240,252 | 2,404 | 0.02% | — | 102 | +240,252 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 235,522 | 2,357 | 0.02% | 0.02% | 103 | +21,236 | 9.91% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 231,106 | 2,313 | 0.02% | 0.02% | 104 | +46,958 | 25.5% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 222,708 | 2,229 | 0.01% | 0.0% | 105 | +128,493 | 136.38% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 219,187 | 2,194 | 0.01% | 0.01% | 106 | +29,062 | 15.29% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 217,156 | 2,173 | 0.0% | 0.01% | 107 | -3,429 | -1.55% | Q1 2026 | May 01, 2026 |
| 2Xideas AG | History | New | 437,469 | 2,159 | 0.85% | — | 108 | +437,469 | New | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 213,938 | 2,141 | 0.07% | 0.06% | 109 | +14,719 | 7.39% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 209,065 | 2,092 | 0.0% | — | 110 | +209,065 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 208,415 | 2,086 | 0.02% | 0.02% | 111 | +15,910 | 8.26% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 207,523 | 2,077 | 0.01% | 0.01% | 112 | -2,631 | -1.25% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 203,046 | 2,032 | 0.11% | 0.13% | 113 | -10,353 | -4.85% | Q1 2026 | Apr 17, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 198,875 | 1,990 | 0.0% | 0.01% | 114 | -1,003,476 | -83.46% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 198,007 | 1,982 | 0.02% | 0.03% | 115 | -6,225 | -3.05% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 197,621 | 1,978 | 0.0% | 0.0% | 116 | +47,766 | 31.87% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | New | 196,537 | 1,967 | 0.02% | — | 117 | +196,537 | New | Q1 2026 | May 05, 2026 |
| Altshuler Shaham Ltd | History | Added to | 196,378 | 1,965 | 0.04% | 0.02% | 118 | +96,378 | 96.38% | Q1 2026 | May 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 193,750 | 1,939 | 0.0% | 0.0% | 119 | -4,379 | -2.21% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 192,177 | 1,923 | 0.0% | 0.0% | 121 | +51,540 | 36.65% | Q1 2026 | May 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 192,126 | 1,923 | 0.01% | 0.01% | 120 | -19,211 | -9.09% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 188,885 | 1,890 | 0.0% | 0.0% | 122 | +364 | 0.19% | Q1 2026 | May 13, 2026 |
| MILFORD FUNDS LTD | History | No change | 180,000 | 1,801 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 172,976 | 1,731 | 0.43% | 0.43% | 124 | +537 | 0.31% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 166,608 | 1,667 | 0.02% | 0.02% | 125 | +28,924 | 21.01% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 159,294 | 1,594 | 0.0% | 0.0% | 126 | +79,013 | 98.42% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 155,748 | 1,559 | 0.01% | 0.0% | 127 | +30,542 | 24.39% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 155,111 | 1,552 | 0.0% | 0.0% | 128 | +15,156 | 10.83% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | New | 150,995 | 1,511 | 0.17% | — | 129 | +150,995 | New | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 148,676 | 1,488 | 0.02% | 0.02% | 130 | +14,007 | 10.4% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 146,703 | 1,468 | 0.03% | 0.03% | 131 | -3,232 | -2.16% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 138,272 | 1,384 | 0.01% | 0.01% | 132 | +4,691 | 3.51% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 138,779 | 1,373 | 0.0% | 0.0% | 133 | +13,337 | 10.63% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 132,712 | 1,328 | 0.01% | 0.01% | 134 | -7,166 | -5.12% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 129,153 | 1,292 | 0.0% | 0.0% | 135 | +915 | 0.71% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 120,238 | 1,203 | 0.01% | 0.01% | 136 | +7,010 | 6.19% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 119,786 | 1,199 | 0.0% | 0.0% | 137 | -16,777 | -12.29% | Q1 2026 | May 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 118,327 | 1,184 | 0.04% | 0.02% | 138 | +43,975 | 59.14% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 113,147 | 1,133 | 0.01% | 0.01% | 139 | -1,194 | -1.04% | Q1 2026 | Apr 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 112,695 | 1,128 | 0.02% | 0.02% | 140 | +3,273 | 2.99% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 106,905 | 1,070 | 0.01% | 0.0% | 141 | +81,058 | 313.61% | Q1 2026 | May 06, 2026 |
| Ethic Inc. | History | Added to | 105,141 | 1,052 | 0.02% | 0.01% | 142 | +18,597 | 21.49% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 104,689 | 1,047 | 0.03% | 0.03% | 143 | -12,623 | -10.76% | Q1 2026 | May 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 104,389 | 1,044 | 0.02% | 0.02% | 144 | +5,009 | 5.04% | Q1 2026 | Apr 01, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 102,334 | 1,024 | 0.02% | — | 145 | +102,334 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 102,062 | 1,018 | 0.01% | 0.01% | 146 | +7,105 | 7.48% | Q1 2026 | Apr 30, 2026 |
| American Assets Investment Management, LLC | History | No change | 100,000 | 1,001 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 98,608 | 987 | 0.02% | 0.02% | 148 | -6,567 | -6.24% | Q1 2026 | Apr 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 98,513 | 986 | 0.21% | 0.19% | 149 | -384 | -0.39% | Q1 2026 | Apr 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 97,069 | 971 | 0.02% | 0.01% | 150 | +52,681 | 118.68% | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | Reduced | 96,776 | 968 | 0.0% | 0.0% | 151 | -86 | -0.09% | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 94,183 | 942 | 0.02% | 0.02% | 152 | -6,788 | -6.72% | Q1 2026 | Apr 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 93,822 | 939 | 0.02% | — | 153 | +93,822 | New | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 93,085 | 931 | 0.01% | 0.01% | 154 | -2,565 | -2.68% | Q1 2026 | Apr 28, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 87,897 | 912 | 0.09% | 0.1% | 155 | -1,743 | -1.94% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 91,085 | 911 | 0.0% | 0.0% | 156 | +4,859 | 5.64% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Added to | 87,556 | 876 | 0.01% | 0.01% | 157 | +5,825 | 7.13% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 83,677 | 837 | 0.0% | 0.0% | 158 | +512 | 0.62% | Q1 2026 | May 14, 2026 |
| Cohen Klingenstein LLC | History | No change | 81,613 | 816 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 80,759 | 808 | 0.01% | 0.01% | 160 | -11,007 | -11.99% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 79,944 | 800 | 0.02% | 0.02% | 161 | -6,627 | -7.65% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Reduced | 79,376 | 794 | 0.0% | 0.0% | 162 | -6,460 | -7.53% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 79,121 | 792 | 0.01% | 0.0% | 163 | +10,306 | 14.98% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 78,464 | 785 | 0.01% | 0.02% | 164 | +320 | 0.41% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 76,704 | 767 | 0.01% | 0.01% | 165 | +10,871 | 16.51% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 75,499 | 749 | 0.0% | 0.0% | 166 | -31,187 | -29.23% | Q1 2026 | Apr 08, 2026 |
| SYON CAPITAL LLC | History | Reduced | 74,898 | 749 | 0.04% | 0.04% | 167 | -4,970 | -6.22% | Q1 2026 | May 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 74,606 | 746 | 0.18% | 0.19% | 168 | -1,312 | -1.73% | Q1 2026 | Apr 10, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 72,750 | 728 | 0.06% | 0.06% | 169 | -3,780 | -4.94% | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 69,869 | 699 | 0.01% | 0.01% | 170 | -1,337 | -1.88% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 69,078 | 698 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Future Fund LLC | History | Added to | 69,250 | 693 | 0.24% | 0.2% | 172 | +5,447 | 8.54% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 67,965 | 680 | 0.01% | 0.01% | 173 | +5,793 | 9.32% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 67,902 | 679 | 0.17% | 0.17% | 174 | +685 | 1.02% | Q1 2026 | Apr 08, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 67,377 | 674 | 0.01% | 0.01% | 176 | -15,709 | -18.91% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 67,378 | 674 | 0.08% | 0.08% | 175 | +2,550 | 3.93% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Reduced | 66,454 | 665 | 0.0% | 0.0% | 177 | -14,266 | -17.67% | Q1 2026 | May 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 65,763 | 658 | 0.17% | 0.18% | 178 | -588 | -0.89% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Reduced | 64,438 | 645 | 0.02% | 0.02% | 179 | -1,040 | -1.59% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 64,274 | 643 | 0.04% | — | 181 | +64,274 | New | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 64,280 | 643 | 0.02% | 0.02% | 180 | +8,912 | 16.1% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 63,558 | 642 | 0.0% | 0.0% | 182 | +6,408 | 11.21% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 63,447 | 635 | 0.02% | 0.01% | 183 | +41,168 | 184.78% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 62,904 | 629 | 0.05% | 0.03% | 184 | +21,254 | 51.03% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 61,998 | 626 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 62,119 | 621 | 0.01% | 0.01% | 186 | +7,690 | 14.13% | Q1 2026 | May 04, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 61,774 | 618 | 0.26% | 0.2% | 187 | +5,954 | 10.67% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 59,908 | 599 | 0.0% | 0.0% | 188 | +11,009 | 22.51% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 59,679 | 597 | 0.0% | 0.0% | 189 | -2,446 | -3.94% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 59,108 | 591 | 0.02% | 0.01% | 190 | -3,802 | -6.04% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 57,526 | 575 | 0.02% | 0.01% | 191 | +22,508 | 64.28% | Q1 2026 | May 15, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 56,431 | 564 | 0.1% | 0.12% | 192 | -8,890 | -13.61% | Q1 2026 | May 08, 2026 |
| Trust Point Inc. | History | Added to | 56,085 | 561 | 0.05% | 0.03% | 193 | +16,480 | 41.61% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 55,485 | 555 | 0.0% | 0.01% | 194 | -5,867 | -9.56% | Q1 2026 | May 15, 2026 |
| Naviter Wealth, LLC | History | Added to | 54,856 | 549 | 0.07% | 0.06% | 195 | +7,395 | 15.58% | Q1 2026 | Apr 10, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 54,779 | 548 | 0.13% | 0.12% | 196 | +1,217 | 2.27% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 54,545 | 546 | 0.0% | 0.0% | 197 | -513 | -0.93% | Q1 2026 | Apr 30, 2026 |
| CIBC Asset Management Inc | History | New | 53,465 | 535 | 0.0% | — | 198 | +53,465 | New | Q1 2026 | May 12, 2026 |
| SUMMITRY LLC | History | Added to | 52,951 | 530 | 0.02% | 0.02% | 199 | +2,136 | 4.2% | Q1 2026 | May 11, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 52,505 | 525 | 0.14% | 0.16% | 200 | -1,861 | -3.42% | Q1 2026 | Apr 09, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 52,128 | 521 | 0.16% | 0.17% | 201 | -5,500 | -9.54% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 51,469 | 515 | 0.0% | 0.0% | 202 | -173 | -0.33% | Q1 2026 | May 08, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 51,017 | 510 | 0.02% | 0.03% | 203 | -15,312 | -23.08% | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 50,589 | 506 | 0.02% | 0.02% | 204 | -7,874 | -13.47% | Q1 2026 | Apr 24, 2026 |
| Compound Planning, Inc. | History | Added to | 50,285 | 503 | 0.02% | 0.01% | 205 | +15,740 | 45.56% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | New | 49,562 | 496 | 0.01% | — | 206 | +49,562 | New | Q1 2026 | May 15, 2026 |
| Cardinal Capital Management | History | Added to | 49,161 | 492 | 0.06% | 0.06% | 207 | +838 | 1.73% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 48,499 | 485 | 0.0% | 0.0% | 208 | +22,763 | 88.45% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | New | 48,255 | 483 | 0.01% | — | 209 | +48,255 | New | Q1 2026 | May 15, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 47,086 | 471 | 0.12% | 0.12% | 210 | -200 | -0.42% | Q1 2026 | May 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 46,876 | 469 | 0.03% | 0.02% | 211 | +5,654 | 13.72% | Q1 2026 | Apr 21, 2026 |
| Torrey Growth & Income Advisors | History | Reduced | 45,434 | 456 | 0.19% | 0.18% | 212 | -4,900 | -9.73% | Q1 2026 | Apr 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 45,494 | 455 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | New | 45,058 | 451 | 0.01% | — | 214 | +45,058 | New | Q1 2026 | May 12, 2026 |
| Clarius Group, LLC | History | No change | 44,292 | 447 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 43,689 | 437 | 0.19% | 0.33% | 216 | -27,793 | -38.88% | Q1 2026 | Apr 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 43,714 | 434 | 0.0% | 0.0% | 217 | +5,230 | 13.59% | Q1 2026 | May 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 43,277 | 433 | 0.01% | 0.01% | 218 | +6,728 | 18.41% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 42,940 | 429 | 0.05% | 0.05% | 219 | -900 | -2.05% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 42,584 | 426 | 0.0% | 0.0% | 220 | -14,105 | -24.88% | Q1 2026 | Apr 30, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 41,583 | 416 | 0.13% | 0.11% | 221 | +7,029 | 20.34% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 41,252 | 412 | 0.0% | 0.0% | 222 | -13,589 | -24.78% | Q1 2026 | May 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 40,820 | 408 | 0.01% | 0.01% | 223 | -618 | -1.49% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 40,396 | 404 | 0.01% | 0.02% | 224 | +971 | 2.46% | Q1 2026 | Apr 27, 2026 |
| First Affirmative Financial Network | History | New | 40,028 | 400 | 0.16% | — | 226 | +40,028 | New | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 39,991 | 400 | 0.02% | 0.02% | 225 | +8,808 | 28.25% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | New | 39,744 | 397 | 0.01% | — | 227 | +39,744 | New | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 39,362 | 394 | 0.01% | 0.01% | 228 | +2,573 | 6.99% | Q1 2026 | Apr 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 39,266 | 393 | 0.0% | 0.0% | 229 | -14,033 | -26.33% | Q1 2026 | May 08, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 38,423 | 384 | 0.07% | 0.06% | 230 | +2,315 | 6.41% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | New | 37,899 | 379 | 0.11% | — | 231 | +37,899 | New | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 37,722 | 377 | 0.0% | 0.0% | 232 | -859 | -2.23% | Q1 2026 | May 15, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 36,876 | 369 | 0.05% | 0.05% | 233 | -200 | -0.54% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 36,478 | 365 | 0.01% | 0.01% | 234 | +282 | 0.78% | Q1 2026 | Apr 27, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 36,000 | 360 | 0.06% | — | 235 | +36,000 | New | Q1 2026 | Apr 09, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 34,900 | 349 | 0.02% | 0.03% | 237 | -8,805 | -20.15% | Q1 2026 | Apr 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 34,883 | 349 | 0.07% | 0.08% | 236 | -456 | -1.29% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 33,681 | 337 | 0.02% | 0.02% | 238 | +1,309 | 4.04% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 33,747 | 337 | 0.01% | 0.01% | 239 | +859 | 2.61% | Q1 2026 | May 15, 2026 |
| Martin Investment Management, LLC | History | Reduced | 33,170 | 332 | 0.1% | 0.12% | 240 | -9,175 | -21.67% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 33,068 | 331 | 0.03% | 0.03% | 241 | +7,574 | 29.71% | Q1 2026 | Apr 06, 2026 |
| Blueshift Asset Management, LLC | History | New | 32,950 | 329 | 0.1% | — | 242 | +32,950 | New | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 32,806 | 328 | 0.0% | 0.0% | 243 | -30,920 | -48.52% | Q1 2026 | Apr 29, 2026 |
| Diversified Trust Co | History | Reduced | 32,124 | 321 | 0.01% | 0.01% | 244 | -729 | -2.22% | Q1 2026 | Apr 16, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 31,874 | 319 | 0.02% | 0.01% | 245 | +5,428 | 20.52% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 31,406 | 314 | 0.0% | 0.0% | 246 | +511 | 1.65% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 31,187 | 312 | 0.0% | 0.0% | 247 | +8,894 | 39.9% | Q1 2026 | May 11, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 30,787 | 308 | 0.03% | 0.03% | 248 | -350 | -1.12% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 30,523 | 305 | 0.02% | 0.03% | 249 | -13,608 | -30.84% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Reduced | 30,373 | 304 | 0.0% | 0.01% | 250 | -5,475 | -15.27% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 30,272 | 303 | 0.01% | 0.0% | 251 | +5,134 | 20.42% | Q1 2026 | May 07, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 29,924 | 299 | 0.0% | 0.0% | 252 | +2,964 | 10.99% | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 29,728 | 297 | 0.0% | 0.0% | 253 | -6,500 | -17.94% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 29,679 | 296 | 0.01% | 0.01% | 254 | +8,355 | 39.18% | Q1 2026 | Apr 06, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 29,271 | 293 | 0.17% | 0.17% | 255 | +34 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 29,305 | 292 | 0.0% | 0.0% | 256 | +6,383 | 27.85% | Q1 2026 | Apr 07, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 28,804 | 288 | 0.06% | 0.06% | 257 | -300 | -1.03% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 28,640 | 286 | 0.0% | 0.0% | 258 | +7,986 | 38.67% | Q1 2026 | May 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 28,464 | 284 | 0.04% | — | 259 | +28,464 | New | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 28,109 | 281 | 0.02% | 0.02% | 260 | -612 | -2.13% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,895 | 279 | 0.0% | 0.0% | 261 | +5,845 | 26.51% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 27,708 | 277 | 0.0% | 0.0% | 262 | +337 | 1.23% | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | New | 27,480 | 275 | 0.07% | — | 263 | +27,480 | New | Q1 2026 | May 15, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | No change | 26,868 | 268 | 0.17% | 0.17% | 264 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Seed Wealth Management, Inc. | History | No change | 26,580 | 266 | 0.18% | 0.18% | 265 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 25,986 | 260 | 0.0% | 0.0% | 266 | +2,706 | 11.62% | Q1 2026 | May 06, 2026 |
| MN Wealth Advisors, LLC | History | No change | 25,934 | 259 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 25,130 | 254 | 0.0% | 0.0% | 268 | +184 | 0.74% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | No change | 24,454 | 244 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| May Hill Capital, LLC | History | Added to | 24,375 | 243 | 0.06% | 0.04% | 270 | +10,628 | 77.31% | Q1 2026 | May 06, 2026 |
| Arlington Partners LLC | History | New | 24,246 | 242 | 0.48% | — | 272 | +24,246 | New | Q1 2026 | Apr 09, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 24,189 | 242 | 0.01% | 0.01% | 271 | -300 | -1.23% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 23,693 | 237 | 0.0% | 0.01% | 273 | -1,272 | -5.1% | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | Reduced | 23,450 | 234 | 0.01% | 0.01% | 274 | -7,105 | -23.25% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 23,363 | 233 | 0.0% | 0.0% | 275 | -557,294 | -95.98% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,277 | 233 | 0.0% | 0.0% | 276 | -725 | -3.02% | Q1 2026 | May 01, 2026 |
| Headlands Technologies LLC | History | New | 23,242 | 232 | 0.03% | — | 277 | +23,242 | New | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 22,522 | 225 | 0.0% | 0.0% | 279 | +791 | 3.64% | Q1 2026 | May 08, 2026 |
| Fielder Capital Group LLC | History | Reduced | 22,510 | 225 | 0.05% | 0.05% | 280 | -375 | -1.64% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 22,560 | 225 | 0.0% | 0.0% | 278 | -11 | -0.05% | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 22,395 | 224 | 0.01% | 0.01% | 281 | -50 | -0.22% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 22,298 | 223 | 0.0% | 0.0% | 282 | -2,446 | -9.89% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 22,289 | 223 | 0.0% | 0.0% | 283 | +404 | 1.85% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 22,220 | 222 | 0.01% | 0.01% | 284 | -4,055 | -15.43% | Q1 2026 | May 08, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 22,355 | 216 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 21,271 | 212 | 0.0% | 0.0% | 286 | +4,101 | 23.88% | Q1 2026 | Apr 22, 2026 |
| BAILARD, INC. | History | Reduced | 20,979 | 210 | 0.0% | 0.0% | 287 | -280 | -1.32% | Q1 2026 | May 11, 2026 |
| Ariston Services Group | History | Closed out | 0 | 207 | 0.12% | 0.12% | 288 | -20,721 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Keystone Financial Group | History | No change | 20,581 | 206 | 0.01% | 0.02% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| REXFORD CAPITAL INC | History | No change | 20,524 | 205 | 0.15% | 0.16% | 290 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wallace Capital Management Inc. | History | Reduced | 20,211 | 202 | 0.02% | 0.03% | 291 | -4,340 | -17.68% | Q1 2026 | May 15, 2026 |
| South Shore Capital Advisors | History | New | 20,141 | 201 | 0.15% | — | 292 | +20,141 | New | Q1 2026 | Apr 28, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 19,784 | 198 | 0.18% | 0.18% | 293 | -23 | -0.12% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 19,682 | 197 | 0.0% | 0.0% | 294 | +1,364 | 7.45% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 19,679 | 196 | 0.0% | 0.0% | 295 | +8,004 | 68.56% | Q1 2026 | May 11, 2026 |
| Greenwich Wealth Management LLC | History | No change | 19,546 | 196 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | No change | 19,564 | 195 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 19,419 | 194 | 0.0% | 0.0% | 298 | -603 | -3.01% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 19,427 | 194 | 0.01% | 0.01% | 299 | -413 | -2.08% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 19,339 | 193 | 0.01% | 0.03% | 300 | +749 | 4.03% | Q1 2026 | Apr 28, 2026 |