HOME BANCSHARES INC - HOMB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 23,872,811 | 642,894 | 0.01% | 0.01% | 1 | +431,993 | 1.84% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 20,423,768 | 567,372 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 10,943,623 | 294,711 | 0.02% | — | 3 | +10,943,623 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 9,113,795 | 245,434 | 0.01% | 0.01% | 4 | +466,629 | 5.4% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 8,311,406 | 223,826 | 0.01% | — | 5 | +8,311,406 | New | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 8,045,778 | 216,673 | 0.15% | 0.08% | 6 | +5,440,019 | 208.77% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,720,491 | 180,978 | 0.04% | 0.04% | 7 | +559,603 | 9.08% | Q1 2026 | May 07, 2026 |
| Capital Research Global Investors | History | Added to | 5,688,522 | 153,191 | 0.02% | 0.03% | 8 | +100,255 | 1.79% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,761,602 | 128,250 | 0.01% | 0.01% | 9 | +159,234 | 3.46% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,659,834 | 125,489 | 0.06% | 0.06% | 10 | +83,001 | 1.81% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 3,471,607 | 93,490 | 0.07% | 0.06% | 11 | +410,719 | 13.42% | Q1 2026 | May 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 2,561,767 | 68,988 | 1.53% | 1.63% | 12 | -60,248 | -2.3% | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | Reduced | 2,511,892 | 67,645 | 0.02% | 0.02% | 13 | -264,577 | -9.53% | Q1 2026 | Apr 30, 2026 |
| NORGES BANK | History | No change | 2,400,030 | 66,672 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARR E S & CO | History | Added to | 2,446,487 | 65,883 | 3.83% | 3.49% | 15 | +32,500 | 1.35% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,387,130 | 64,285 | 0.01% | 0.01% | 16 | +34,870 | 1.48% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,212,770 | 59,589 | 0.01% | 0.01% | 17 | +55,984 | 2.6% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,815,609 | 48,894 | 0.02% | 0.02% | 18 | -141,319 | -7.22% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,723,570 | 46,415 | 0.01% | 0.01% | 19 | +247,961 | 16.8% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,621,953 | 43,435 | 0.02% | 0.02% | 20 | +157,048 | 10.72% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,585,967 | 42,710 | 0.01% | 0.01% | 21 | -20,514 | -1.28% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,464,057 | 39,427 | 0.01% | 0.0% | 22 | +775,458 | 112.61% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,428,300 | 38,464 | 0.01% | 0.01% | 23 | -165,347 | -10.38% | Q1 2026 | May 05, 2026 |
| Boston Partners | History | Added to | 1,333,686 | 35,965 | 0.04% | 0.03% | 24 | +315,791 | 31.02% | Q1 2026 | May 11, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 1,321,846 | 35,597 | 0.05% | 0.04% | 25 | -20,589 | -1.53% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,222,921 | 32,933 | 0.0% | 0.0% | 26 | -46,409 | -3.66% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,189,280 | 32,027 | 0.01% | — | 27 | +1,189,280 | New | Q1 2026 | May 08, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,122,099 | 30,218 | 0.3% | 0.28% | 28 | +113,334 | 11.23% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Added to | 1,112,230 | 29,952 | 0.01% | 0.01% | 29 | +100,288 | 9.91% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 1,064,495 | 28,666 | 0.16% | 0.1% | 30 | +365,440 | 52.28% | Q1 2026 | Apr 22, 2026 |
| Azora Capital LP | History | New | 1,029,342 | 27,720 | 1.82% | — | 31 | +1,029,342 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 951,463 | 25,622 | 0.0% | 0.0% | 32 | -895,509 | -48.49% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Added to | 901,671 | 24,282 | 0.04% | 0.0% | 33 | +859,889 | 2058.04% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 886,006 | 23,860 | 0.0% | 0.0% | 34 | +111,888 | 14.45% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 874,545 | 23,551 | 0.02% | — | 35 | +874,545 | New | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 869,606 | 23,418 | 0.5% | 0.65% | 36 | -236,622 | -21.39% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 788,574 | 21,236 | 0.0% | 0.01% | 37 | -1,092,746 | -58.08% | Q1 2026 | May 15, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 774,061 | 20,845 | 0.79% | 0.87% | 38 | -100,189 | -11.46% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 732,837 | 19,735 | 0.0% | 0.0% | 39 | +274,080 | 59.74% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 674,807 | 17,862 | 0.0% | 0.0% | 40 | -166,913 | -19.83% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 583,563 | 15,715 | 0.01% | 0.01% | 41 | +16,175 | 2.85% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 581,621 | 15,663 | 3.38% | 3.59% | 42 | -5,084 | -0.87% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 505,672 | 13,617 | 0.02% | 0.01% | 43 | +103,606 | 25.77% | Q1 2026 | May 15, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Reduced | 496,821 | 13,379 | 0.3% | 0.3% | 44 | -13,797 | -2.7% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 495,245 | 13,336 | 0.05% | 0.06% | 45 | -89,725 | -15.34% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 451,853 | 12,168 | 0.01% | 0.01% | 46 | +87,364 | 23.97% | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 411,360 | 11,077 | 0.01% | 0.01% | 47 | +15,178 | 3.83% | Q1 2026 | May 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 409,395 | 11,025 | 0.01% | 0.01% | 48 | -323,529 | -44.14% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 399,626 | 10,761 | 0.01% | 0.01% | 49 | +13,903 | 3.6% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 394,935 | 10,635 | 0.0% | 0.0% | 50 | +28,115 | 7.66% | Q1 2026 | May 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 393,322 | 10,592 | 0.02% | 0.03% | 51 | -29,948 | -7.08% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 383,944 | 10,339 | 0.08% | 0.08% | 52 | +3,827 | 1.01% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 371,870 | 10,330 | 0.0% | 0.0% | 53 | +1,059 | 0.29% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 372,999 | 10,044 | 0.01% | 0.01% | 54 | +24,005 | 6.88% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | Reduced | 367,507 | 9,896 | 0.01% | 0.01% | 55 | -1,600 | -0.43% | Q1 2026 | May 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 363,766 | 9,796 | 0.04% | 0.04% | 56 | +51,758 | 16.59% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 327,798 | 8,827 | 0.0% | 0.0% | 57 | -7,401 | -2.21% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 289,390 | 7,793 | 0.0% | 0.0% | 58 | +135,480 | 88.03% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 259,926 | 6,999 | 0.58% | 0.6% | 59 | +7,547 | 2.99% | Q1 2026 | Apr 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 257,469 | 6,933 | 0.09% | 0.09% | 60 | +8,520 | 3.42% | Q1 2026 | Apr 28, 2026 |
| Legal & General Group Plc | History | Reduced | 244,627 | 6,578 | 0.0% | 0.0% | 61 | -41,762 | -14.58% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 243,942 | 6,569 | 0.0% | 0.0% | 62 | +34,676 | 16.57% | Q1 2026 | May 14, 2026 |
| Vest Financial, LLC | History | Added to | 243,910 | 6,568 | 0.08% | 0.07% | 63 | +39,621 | 19.39% | Q1 2026 | Apr 23, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 227,498 | 6,126 | 0.05% | 0.05% | 64 | +10,770 | 4.97% | Q1 2026 | May 11, 2026 |
| Retirement Systems of Alabama | History | Added to | 224,275 | 6,039 | 0.02% | 0.02% | 65 | +4,904 | 2.24% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Added to | 221,881 | 5,975 | 0.0% | 0.0% | 66 | +7,525 | 3.51% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 214,259 | 5,770 | 0.0% | 0.0% | 67 | +28,572 | 15.39% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 213,034 | 5,737 | 0.31% | 0.33% | 68 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 209,439 | 5,640 | 0.01% | 0.0% | 69 | +149,100 | 247.1% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 206,511 | 5,561 | 0.01% | 0.0% | 70 | +27,593 | 15.42% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 199,837 | 5,381 | 0.2% | 0.01% | 71 | +184,793 | 1228.35% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 194,433 | 5,236 | 0.01% | 0.01% | 72 | -15,225 | -7.26% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 189,914 | 5,114 | 0.03% | 0.03% | 73 | -918 | -0.48% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 187,317 | 5,044 | 0.01% | 0.01% | 74 | +25,045 | 15.43% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 181,517 | 4,888 | 0.0% | — | 75 | +181,517 | New | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 178,710 | 4,812 | 0.0% | 0.0% | 76 | -8,616 | -4.6% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Added to | 172,834 | 4,654 | 0.01% | 0.01% | 77 | +56,268 | 48.27% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 172,602 | 4,648 | 0.0% | 0.0% | 78 | +18,842 | 12.25% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 168,167 | 4,528 | 0.0% | 0.0% | 79 | +17,810 | 11.85% | Q1 2026 | May 06, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 166,538 | 4,484 | 0.21% | 0.19% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 164,702 | 4,435 | 0.0% | 0.0% | 81 | -3,777 | -2.24% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 162,887 | 4,386 | 0.02% | 0.0% | 82 | +140,154 | 616.52% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 157,561 | 4,243 | 0.01% | 0.01% | 83 | -6,039 | -3.69% | Q1 2026 | Apr 27, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 147,598 | 3,974 | 0.02% | 0.02% | 84 | -12,918 | -8.05% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 145,259 | 3,911 | 0.0% | 0.0% | 85 | -8,475 | -5.51% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 143,550 | 3,865 | 0.0% | 0.0% | 86 | -6,578 | -4.38% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 142,969 | 3,853 | 0.0% | 0.0% | 87 | +62,945 | 78.66% | Q1 2026 | Apr 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 140,230 | 3,776 | 0.01% | 0.01% | 88 | -711 | -0.5% | Q1 2026 | May 08, 2026 |
| Numerai GP LLC | History | Added to | 139,293 | 3,751 | 0.38% | 0.3% | 89 | +50,506 | 56.88% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 139,598 | 3,708 | 0.11% | — | 90 | +139,598 | New | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 132,950 | 3,580 | 0.02% | 0.02% | 91 | +21 | 0.02% | Q1 2026 | Apr 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 124,961 | 3,365 | 0.03% | — | 92 | +124,961 | New | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 119,974 | 3,230 | 0.0% | 0.0% | 93 | +1,007 | 0.85% | Q1 2026 | May 13, 2026 |
| Centennial Bank/AR/ | History | Reduced | 119,279 | 3,212 | 1.15% | 1.43% | 94 | -10,232 | -7.9% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 118,139 | 3,182 | 0.0% | 0.0% | 95 | -3,597 | -2.95% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 106,059 | 2,856 | 0.02% | 0.03% | 96 | -143,777 | -57.55% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 105,079 | 2,829 | 0.0% | 0.0% | 97 | -18,648 | -15.07% | Q1 2026 | May 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 104,870 | 2,828 | 0.01% | 0.01% | 98 | -967 | -0.91% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 102,994 | 2,773 | 0.02% | — | 99 | +102,994 | New | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | New | 99,090 | 2,668 | 0.02% | — | 100 | +99,090 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 95,542 | 2,654 | 0.15% | 0.15% | 101 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 98,105 | 2,641 | 0.0% | 0.0% | 102 | -7,883 | -7.44% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 94,544 | 2,546 | 0.0% | 0.0% | 103 | -152,153 | -61.68% | Q1 2026 | May 11, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 89,448 | 2,408 | 1.1% | 1.18% | 104 | -7,972 | -8.18% | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 88,426 | 2,381 | 0.0% | 0.0% | 105 | +915 | 1.05% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 84,788 | 2,355 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 86,171 | 2,320 | 0.0% | — | 107 | +86,171 | New | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 84,215 | 2,267 | 0.08% | 0.08% | 108 | -2,994 | -3.43% | Q1 2026 | Apr 07, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 84,030 | 2,262 | 0.4% | 0.41% | 109 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 83,898 | 2,259 | 0.0% | 0.0% | 110 | +81,381 | 3233.25% | Q1 2026 | May 01, 2026 |
| Financial Management Professionals, Inc. | History | No change | 83,791 | 2,256 | 0.25% | 0.24% | 111 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Villanova Investment Management Co LLC | History | Reduced | 83,183 | 2,240 | 2.3% | 2.23% | 112 | -30,910 | -27.09% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 81,548 | 2,197 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 81,500 | 2,194 | 0.02% | 0.01% | 114 | -14,168 | -14.81% | Q1 2026 | May 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 80,963 | 2,180 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMALGAMATED BANK | History | Added to | 79,262 | 2,135 | 0.02% | 0.02% | 116 | +2,115 | 2.74% | Q1 2026 | May 08, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 79,195 | 2,132 | 0.04% | 0.02% | 117 | +31,759 | 66.95% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 75,657 | 2,037 | 0.0% | 0.0% | 118 | -16,927 | -18.28% | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 72,045 | 1,940 | 0.01% | 0.01% | 119 | -5,672 | -7.3% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 71,712 | 1,931 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 70,332 | 1,894 | 0.04% | 0.04% | 121 | -661 | -0.93% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 70,107 | 1,887 | 0.02% | 0.02% | 122 | -5,963 | -7.84% | Q1 2026 | May 07, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 68,415 | 1,842 | 0.01% | 0.01% | 123 | -18 | -0.03% | Q1 2026 | May 07, 2026 |
| TMB Capital Partners, LLC | History | Added to | 66,591 | 1,793 | 0.6% | 0.63% | 124 | +16 | 0.02% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 66,468 | 1,789 | 0.0% | 0.01% | 125 | -161,426 | -70.83% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 65,951 | 1,776 | 0.0% | 0.0% | 126 | +7,102 | 12.07% | Q1 2026 | May 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 63,375 | 1,706 | 0.0% | 0.01% | 127 | -8,117 | -11.35% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 62,950 | 1,695 | 0.0% | 0.0% | 128 | -6,950 | -9.94% | Q1 2026 | Apr 16, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 62,210 | 1,675 | 0.0% | 0.0% | 129 | +3,786 | 6.48% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 61,955 | 1,669 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 61,551 | 1,657 | 0.0% | 0.0% | 131 | +44,879 | 269.19% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 59,830 | 1,611 | 0.01% | 0.01% | 132 | -114 | -0.19% | Q1 2026 | May 05, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 58,954 | 1,587 | 0.03% | 0.03% | 133 | -3,161 | -5.09% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Reduced | 58,266 | 1,569 | 0.01% | 0.01% | 134 | -443 | -0.75% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 58,227 | 1,568 | 0.0% | 0.0% | 135 | -3,600 | -5.82% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 58,070 | 1,563 | 0.03% | 0.05% | 136 | -27,372 | -32.04% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 57,688 | 1,553 | 0.0% | 0.0% | 137 | -37,839 | -39.61% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 56,916 | 1,532 | 0.09% | 0.32% | 138 | -184,278 | -76.4% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Added to | 54,289 | 1,462 | 0.53% | 0.53% | 139 | +27,925 | 105.92% | Q1 2026 | May 15, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Added to | 53,977 | 1,453 | 0.21% | 0.22% | 140 | +159 | 0.3% | Q1 2026 | Apr 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 53,527 | 1,441 | 0.02% | 0.02% | 141 | -3,077 | -5.44% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 53,000 | 1,427 | 0.03% | 0.02% | 142 | +2,400 | 4.74% | Q1 2026 | Apr 20, 2026 |
| Edgestream Partners, L.P. | History | New | 51,890 | 1,397 | 0.05% | — | 144 | +51,890 | New | Q1 2026 | May 18, 2026 |
| FORMULA GROWTH LTD | History | No change | 51,912 | 1,397 | 0.63% | 0.56% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 51,534 | 1,387 | 0.85% | 0.85% | 145 | -660 | -1.26% | Q1 2026 | May 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 51,052 | 1,374 | 0.0% | — | 146 | +51,052 | New | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 50,964 | 1,372 | 0.01% | 0.01% | 147 | -1,239 | -2.37% | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 49,003 | 1,319 | 0.04% | 0.04% | 148 | +204 | 0.42% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 48,964 | 1,318 | 0.01% | 0.01% | 149 | -3,618 | -6.88% | Q1 2026 | Apr 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 48,555 | 1,308 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 48,036 | 1,306 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 48,023 | 1,293 | 0.0% | 0.0% | 152 | -965 | -1.97% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 47,643 | 1,283 | 0.0% | 0.0% | 153 | -20,674 | -30.26% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 47,113 | 1,268 | 0.0% | 0.0% | 154 | -4,127 | -8.05% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 45,836 | 1,234 | 0.01% | 0.01% | 155 | +96 | 0.21% | Q1 2026 | May 01, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 45,500 | 1,225 | 0.24% | 0.25% | 156 | -5,900 | -11.48% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 44,979 | 1,211 | 0.0% | 0.0% | 157 | +33,192 | 281.6% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 44,376 | 1,195 | 0.01% | 0.02% | 158 | -36,836 | -45.36% | Q1 2026 | May 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 44,030 | 1,185 | 0.01% | 0.01% | 159 | +800 | 1.85% | Q1 2026 | May 04, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 41,415 | 1,112 | 0.06% | — | 160 | +41,415 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 41,000 | 1,104 | 0.0% | 0.0% | 161 | +1,000 | 2.5% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 40,984 | 1,103 | 0.02% | 0.01% | 162 | +89 | 0.22% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 40,835 | 1,099 | 0.0% | 0.01% | 163 | -13,891 | -25.38% | Q1 2026 | Apr 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 40,605 | 1,093 | 0.08% | 0.09% | 164 | -530 | -1.29% | Q1 2026 | Apr 20, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 39,406 | 1,061 | 0.1% | — | 165 | +39,406 | New | Q1 2026 | May 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 38,700 | 1,042 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 38,500 | 1,036 | 0.07% | 0.07% | 167 | -104 | -0.27% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 37,566 | 1,011 | 0.01% | 0.01% | 168 | +1,261 | 3.47% | Q1 2026 | Apr 29, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 36,390 | 1,010 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 36,390 | 979 | 0.04% | — | 170 | +36,390 | New | Q1 2026 | May 14, 2026 |
| Olstein Capital Management, L.P. | History | Reduced | 35,500 | 956 | 0.21% | 0.21% | 171 | -1,500 | -4.05% | Q1 2026 | Apr 21, 2026 |
| XTX Topco Ltd | History | New | 35,224 | 948 | 0.02% | — | 172 | +35,224 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 34,891 | 939 | 0.0% | 0.0% | 173 | +2,817 | 8.78% | Q1 2026 | May 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 34,755 | 935 | 0.58% | 0.6% | 174 | +122 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Neuberger Berman Group LLC | History | Added to | 34,260 | 922 | 0.0% | 0.0% | 175 | +6,349 | 22.75% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Reduced | 32,771 | 882 | 0.04% | 0.07% | 176 | -11,088 | -25.28% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 32,568 | 877 | 0.0% | 0.0% | 177 | +18,015 | 123.79% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 31,569 | 850 | 0.0% | 0.0% | 178 | +1,792 | 6.02% | Q1 2026 | Apr 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 31,405 | 845 | 0.0% | 0.0% | 179 | -1,779 | -5.36% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 31,371 | 844 | 0.0% | 0.0% | 180 | +3,385 | 12.1% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 30,763 | 828 | 0.07% | 0.05% | 181 | +9,686 | 45.96% | Q1 2026 | Apr 28, 2026 |
| Man Group plc | History | Added to | 30,348 | 817 | 0.0% | 0.0% | 182 | +1,891 | 6.65% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 29,917 | 805 | 0.0% | 0.0% | 183 | +5,510 | 22.58% | Q1 2026 | May 11, 2026 |
| MQS Management LLC | History | Added to | 29,587 | 796 | 0.54% | 0.15% | 184 | +20,202 | 215.26% | Q1 2026 | Apr 23, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 26,813 | 722 | 0.02% | 0.01% | 185 | +12,991 | 93.99% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 26,482 | 713 | 0.01% | 0.0% | 186 | +3,774 | 16.62% | Q1 2026 | May 13, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 26,301 | 708 | 0.04% | — | 187 | +26,301 | New | Q1 2026 | May 06, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 26,000 | 700 | 0.07% | 0.13% | 188 | -42,383 | -61.98% | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 25,610 | 689 | 0.06% | 0.07% | 189 | -797 | -3.02% | Q1 2026 | Apr 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,914 | 670 | 0.0% | 0.0% | 190 | +3,929 | 18.72% | Q1 2026 | May 15, 2026 |
| Wallace Hart LLC | History | No change | 24,705 | 665 | 0.92% | 0.51% | 191 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 24,632 | 663 | 0.04% | — | 192 | +24,632 | New | Q1 2026 | Apr 30, 2026 |
| AXQ CAPITAL, LP | History | New | 23,824 | 641 | 0.08% | — | 193 | +23,824 | New | Q1 2026 | May 13, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 23,573 | 634 | 0.1% | 0.1% | 194 | +201 | 0.86% | Q1 2026 | Apr 24, 2026 |
| Inspire Advisors, LLC | History | Reduced | 23,314 | 627 | 0.05% | 0.06% | 195 | -711 | -2.96% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 23,234 | 625 | 0.13% | 0.14% | 196 | +141 | 0.61% | Q1 2026 | May 15, 2026 |
| BTC Capital Management, Inc. | History | Added to | 22,383 | 608 | 0.04% | 0.04% | 197 | +1,573 | 7.56% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,037 | 593 | 0.0% | 0.0% | 198 | +826 | 3.89% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 21,600 | 581 | 0.0% | 0.0% | 199 | -13,989 | -39.31% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 21,118 | 568 | 0.0% | 0.0% | 200 | -8,912 | -29.68% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,280 | 563 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 20,462 | 551 | 0.01% | 0.0% | 202 | +13,544 | 195.78% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 20,272 | 545 | 0.02% | — | 203 | +20,272 | New | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Added to | 19,955 | 537 | 0.0% | 0.0% | 204 | +199 | 1.01% | Q1 2026 | May 06, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 19,594 | 528 | 0.1% | 0.1% | 205 | -347 | -1.74% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 19,399 | 522 | 0.0% | 0.0% | 206 | +5,498 | 39.55% | Q1 2026 | May 05, 2026 |
| Inspire Investing, LLC | History | Added to | 19,023 | 512 | 0.04% | 0.04% | 207 | +2,204 | 13.1% | Q1 2026 | Apr 23, 2026 |
| ALPS ADVISORS INC | History | Added to | 18,824 | 506 | 0.0% | 0.0% | 208 | +3,392 | 21.98% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 18,289 | 493 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 18,212 | 490 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 18,212 | 490 | 0.15% | 0.15% | 211 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EntryPoint Capital, LLC | History | No change | 16,472 | 443 | 0.13% | 0.18% | 212 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 16,409 | 441 | 0.01% | 0.01% | 214 | -3,297 | -16.73% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,408 | 441 | 0.0% | 0.0% | 213 | +868 | 5.59% | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 15,953 | 429 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mendel Capital Management LLC | History | New | 15,748 | 424 | 0.21% | — | 216 | +15,748 | New | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 15,234 | 410 | 0.01% | 0.0% | 217 | +11,957 | 364.88% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | New | 15,190 | 409 | 0.0% | — | 218 | +15,190 | New | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 14,542 | 391 | 0.0% | 0.0% | 219 | -156 | -1.06% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | New | 14,501 | 390 | 0.0% | — | 221 | +14,501 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 14,490 | 390 | 0.0% | 0.0% | 220 | -2,635 | -15.39% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 14,402 | 387 | 0.0% | 0.0% | 222 | +1,341 | 10.27% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,647 | 367 | 0.0% | 0.0% | 223 | +2,399 | 21.33% | Q1 2026 | May 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 13,484 | 363 | 0.01% | 0.01% | 224 | +164 | 1.23% | Q1 2026 | May 01, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 13,474 | 362 | 0.13% | 0.1% | 225 | -4,466 | -24.89% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 13,400 | 360 | 0.0% | 0.0% | 226 | -1,800 | -11.84% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,129 | 356 | 0.0% | 0.0% | 227 | -5,777 | -30.56% | Q1 2026 | Apr 08, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 12,470 | 346 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 12,535 | 337 | 0.0% | — | 229 | +12,535 | New | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | New | 12,452 | 335 | 0.01% | — | 230 | +12,452 | New | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 12,270 | 330 | 0.0% | 0.0% | 231 | +3,410 | 38.49% | Q1 2026 | May 14, 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | History | New | 12,100 | 325 | 0.02% | — | 232 | +12,100 | New | Q1 2026 | May 15, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Added to | 11,999 | 323 | 0.09% | 0.06% | 233 | +3,508 | 41.31% | Q1 2026 | May 19, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 11,967 | 322 | 0.01% | — | 234 | +11,967 | New | Q1 2026 | Apr 27, 2026 |
| Indivisible Partners | History | New | 11,846 | 319 | 0.03% | — | 235 | +11,846 | New | Q1 2026 | Apr 30, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,499 | 309 | 0.0% | 0.0% | 236 | -80 | -0.69% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 11,468 | 308 | 0.01% | — | 237 | +11,468 | New | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 11,002 | 305 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DnB Asset Management AS | History | New | 11,127 | 299 | 0.0% | — | 239 | +11,127 | New | Q1 2026 | May 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 10,896 | 293 | 0.04% | 0.05% | 240 | -335 | -2.98% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,434 | 280 | 0.0% | — | 241 | +10,434 | New | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 10,367 | 279 | 0.01% | 0.01% | 242 | -1,231 | -10.61% | Q1 2026 | Apr 24, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 10,343 | 278 | 0.0% | 0.0% | 243 | -11,766 | -53.22% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | New | 10,285 | 276 | 0.02% | — | 244 | +10,285 | New | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | New | 10,261 | 275 | 0.0% | — | 245 | +10,261 | New | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 9,881 | 266 | 0.0% | 0.0% | 246 | +698 | 7.6% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,779 | 263 | 0.0% | — | 248 | +9,779 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,802 | 263 | 0.01% | 0.01% | 247 | +127 | 1.31% | Q1 2026 | May 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 9,127 | 256 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Argent Trust Co | History | No change | 9,500 | 255 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,452 | 254 | 0.0% | 0.0% | 252 | +468 | 5.21% | Q1 2026 | May 13, 2026 |
| CFO4Life Group, LLC | History | Reduced | 9,462 | 254 | 0.04% | 0.04% | 253 | -49 | -0.52% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 9,448 | 254 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,426 | 253 | 0.0% | 0.0% | 254 | -726 | -7.15% | Q1 2026 | May 08, 2026 |
| FourThought Financial Partners, LLC | History | New | 9,302 | 250 | 0.02% | — | 255 | +9,302 | New | Q1 2026 | May 07, 2026 |
| Disciplined Investments, LLC | History | Reduced | 9,269 | 249 | 0.09% | 0.18% | 256 | -7,878 | -45.94% | Q1 2026 | May 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,160 | 246 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,839 | 233 | 0.0% | 0.0% | 258 | +929 | 11.74% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 8,621 | 232 | 0.0% | 0.0% | 259 | +76 | 0.89% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 8,548 | 230 | 0.12% | 0.16% | 260 | -1,000 | -10.47% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,343 | 224 | 0.0% | 0.0% | 261 | -263 | -3.06% | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 8,093 | 217 | 0.03% | 0.03% | 262 | +793 | 10.86% | Q1 2026 | Apr 30, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 8,051 | 216 | 0.06% | 0.06% | 263 | -102 | -1.25% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,695 | 207 | 0.0% | 0.0% | 264 | +356 | 4.85% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 7,663 | 206 | 0.01% | 0.01% | 265 | +451 | 6.25% | Q1 2026 | Apr 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 7,601 | 204 | 0.0% | — | 266 | +7,601 | New | Q1 2026 | May 14, 2026 |
| Perbak Capital Partners LLP | History | New | 7,455 | 200 | 0.05% | — | 267 | +7,455 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 7,290 | 196 | 0.0% | 0.0% | 268 | +331 | 4.76% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 6,880 | 185 | 0.02% | 0.02% | 269 | +2,010 | 41.27% | Q1 2026 | Apr 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 6,759 | 182 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,264 | 168 | 0.0% | 0.0% | 271 | -4,662 | -42.67% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 5,632 | 152 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Caldwell Trust Co | History | No change | 5,132 | 138 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 4,786 | 128 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,225 | 113 | 0.01% | 0.01% | 275 | +987 | 30.48% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 4,118 | 109 | 0.0% | 0.0% | 276 | -209 | -4.83% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,888 | 104 | 0.0% | 0.0% | 277 | -156 | -3.86% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,797 | 102 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Added to | 3,501 | 94 | 0.0% | 0.0% | 279 | +208 | 6.32% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,517 | 67 | 0.0% | 0.0% | 280 | -420 | -14.3% | Q1 2026 | Apr 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,484 | 66 | 0.0% | 0.0% | 281 | +472 | 23.46% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 2,323 | 62 | 0.0% | 0.0% | 282 | +155 | 7.15% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 2,214 | 59 | 0.01% | 0.01% | 283 | +16 | 0.73% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 2,077 | 55 | 0.0% | — | 284 | +2,077 | New | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 1,969 | 53 | 0.04% | 0.04% | 286 | -252 | -11.35% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,000 | 53 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 1,805 | 48 | 0.0% | 0.0% | 287 | -289 | -13.8% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,695 | 45 | 0.0% | 0.01% | 288 | -1,901 | -52.86% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,630 | 43 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 1,576 | 42 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,616 | 42 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,425 | 39 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,417 | 38 | 0.0% | — | 293 | +1,417 | New | Q1 2026 | May 05, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 1,316 | 35 | 0.01% | 0.0% | 294 | +716 | 119.33% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,189 | 32 | 0.0% | 0.0% | 296 | +63 | 5.6% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 1,217 | 32 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Covestor Ltd | History | Reduced | 1,114 | 30 | 0.02% | 0.02% | 298 | -213 | -16.05% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,083 | 30 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,090 | 29 | 0.0% | 0.0% | 300 | +474 | 76.95% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 1,078 | 29 | 0.0% | 0.0% | 299 | -470 | -30.36% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,062 | 28 | 0.0% | — | 301 | +1,062 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 807 | 21 | 0.0% | 0.0% | 302 | +542 | 204.53% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 744 | 20 | 0.0% | 0.0% | 303 | +98 | 15.17% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 775 | 20 | 0.0% | 0.0% | 305 | +1 | 0.13% | Q1 2026 | May 06, 2026 |
| Centerpoint Advisors, LLC | History | No change | 748 | 20 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 733 | 19 | 0.0% | 0.0% | 306 | +140 | 23.61% | Q1 2026 | Apr 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 686 | 18 | 0.0% | 0.0% | 307 | -554 | -44.68% | Q1 2026 | Jun 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 686 | 18 | 0.0% | 0.0% | 308 | -54 | -7.3% | Q1 2026 | Jun 02, 2026 |
| WPG Advisers, LLC | History | Reduced | 640 | 17 | 0.01% | 0.01% | 309 | -20 | -3.03% | Q1 2026 | Apr 29, 2026 |
| GODSEY & GIBB, INC | History | No change | 620 | 16 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Optiver Holding B.V. | History | Reduced | 513 | 13 | 0.0% | 0.0% | 312 | -506 | -49.66% | Q1 2026 | Jun 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 500 | 13 | 0.0% | 0.0% | 313 | +40 | 8.7% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | No change | 491 | 13 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 476 | 12 | 0.0% | — | 315 | +476 | New | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 461 | 12 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 425 | 11 | 0.0% | — | 316 | +425 | New | Q1 2026 | May 07, 2026 |
| Quarry LP | History | Added to | 387 | 10 | 0.0% | 0.0% | 317 | +220 | 131.74% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 357 | 9 | 0.0% | 0.0% | 318 | +124 | 53.22% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 345 | 9 | 0.0% | 0.0% | 319 | +1 | 0.29% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 342 | 9 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Grove Bank & Trust | History | No change | 311 | 8 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ares Financial Consulting, LLC | History | New | 294 | 7 | 0.01% | — | 324 | +294 | New | Q1 2026 | Apr 02, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 270 | 7 | 0.0% | 0.01% | 323 | -161 | -37.35% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | No change | 263 | 7 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 252 | 6 | 0.0% | 0.0% | 325 | -57 | -18.45% | Q1 2026 | Apr 23, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 5 | 0.0% | 0.0% | 326 | -3,200 | -94.12% | Q1 2026 | May 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 191 | 5 | 0.0% | 0.0% | 327 | -1,145 | -85.7% | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | Reduced | 173 | 4 | 0.0% | 0.01% | 331 | -1,001 | -85.26% | Q1 2026 | May 21, 2026 |
| CVA Family Office, LLC | History | New | 179 | 4 | 0.0% | — | 332 | +179 | New | Q1 2026 | Apr 29, 2026 |
| Whipplewood Advisors, LLC | History | New | 149 | 4 | 0.0% | — | 333 | +149 | New | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 166 | 4 | 0.0% | 0.0% | 328 | +121 | 268.89% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 162 | 4 | 0.0% | 0.0% | 330 | +15 | 10.2% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 160 | 4 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 137 | 3 | 0.0% | 0.0% | 335 | +80 | 140.35% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 119 | 3 | 0.0% | 0.0% | 334 | +10 | 9.17% | Q1 2026 | Apr 20, 2026 |
| Torren Management, LLC | History | Reduced | 78 | 2 | 0.0% | 0.02% | 337 | -1,683 | -95.57% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | New | 101 | 2 | 0.0% | — | 339 | +101 | New | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 80 | 2 | 0.0% | 0.0% | 338 | -15 | -15.79% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 106 | 2 | 0.0% | 0.0% | 336 | +14 | 15.22% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 340 | -2,145 | -97.72% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Reduced | 33 | 1 | 0.0% | 0.0% | 343 | -114 | -77.55% | Q1 2026 | Apr 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 74 | 1 | 0.0% | — | 348 | +74 | New | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 69 | 1 | 0.0% | — | 346 | +69 | New | Q1 2026 | Apr 17, 2026 |
| Avion Wealth | History | New | 38 | 1 | 0.0% | — | 347 | +38 | New | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | Added to | 56 | 1 | 0.0% | 0.0% | 345 | +10 | 21.74% | Q1 2026 | May 14, 2026 |
| S&T BANK/PA | History | No change | 63 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 42 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -420,462 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -280,675 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210,275 | -100.0% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -128,430 | -100.0% | Q1 2026 | May 13, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -108,357 | -100.0% | Q1 2026 | May 13, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -105,601 | -100.0% | Q1 2026 | May 14, 2026 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -81,690 | -100.0% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -59,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -59,119 | -100.0% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -44,756 | -100.0% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -43,265 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -41,199 | -100.0% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.37% | — | -33,974 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -30,495 | -100.0% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.04% | — | -29,510 | -100.0% | Q1 2026 | May 15, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.09% | — | -23,996 | -100.0% | Q1 2026 | May 13, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,864 | -100.0% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,500 | -100.0% | Q1 2026 | May 14, 2026 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,297 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,495 | -100.0% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -13,241 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,559 | -100.0% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -10,417 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,029 | -100.0% | Q1 2026 | May 15, 2026 |
| NFC Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,272 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,050 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -7,415 | -100.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,363 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Trust Point Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,234 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Stronghold Wealth Management L.L.C. | History | Closed out | 0 | 0 | — | 0.3% | — | -7,224 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 7 | 0 | — | 0.05% | — | -6,933 | -99.9% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,303 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | May 06, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 17 | 0 | — | 0.0% | — | -22 | -56.41% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Apr 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 26 | 0 | — | 0.0% | — | -18 | -40.91% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 3 | 0 | — | — | — | -17 | -85.0% | Q1 2026 | Apr 29, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 17, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 34 | 0 | — | — | — | +11 | 47.83% | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 22 | 0 | — | — | — | +8 | 57.14% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 30 | 0 | — | — | — | +8 | 36.36% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 20 | 0 | — | — | — | -4 | -16.67% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +2 | 14.29% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 37 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sachetta, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |