H&R BLOCK INC - HRB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 13,313,823 | 580,216 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 15,538,824 | 493,202 | 0.01% | 0.01% | 2 | -292,404 | -1.85% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 15,287,403 | 485,222 | 0.03% | 0.03% | 3 | +720,062 | 4.94% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 7,272,325 | 230,823 | 0.01% | — | 4 | +7,272,325 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,655,035 | 179,490 | 0.0% | — | 5 | +5,655,035 | New | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 4,280,293 | 135,856 | 0.46% | 0.64% | 6 | -5,223 | -0.12% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 3,994,793 | 128,452 | 0.0% | 0.01% | 7 | +9,633 | 0.24% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 3,761,094 | 119,377 | 0.2% | 0.18% | 8 | +1,269,064 | 50.92% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,287,375 | 104,341 | 0.02% | 0.01% | 9 | +1,572,827 | 91.73% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,182,725 | 99,937 | 0.05% | 0.08% | 10 | -220,003 | -6.47% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,137,087 | 99,589 | 0.01% | 0.01% | 11 | +246,647 | 8.53% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,015,136 | 95,700 | 0.01% | 0.01% | 12 | +599,481 | 24.82% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,307,766 | 73,248 | 0.02% | 0.02% | 13 | -212,116 | -8.42% | Q1 2026 | May 07, 2026 |
| NORGES BANK | History | No change | 1,593,419 | 69,441 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 1,988,035 | 63,100 | 0.0% | 0.0% | 15 | +487,082 | 32.45% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,781,623 | 56,548 | 0.01% | 0.01% | 16 | +204,973 | 13.0% | Q1 2026 | May 15, 2026 |
| Himalaya Capital Management LLC | History | New | 1,626,906 | 51,637 | 1.61% | — | 17 | +1,626,906 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,594,384 | 50,605 | 0.03% | 0.05% | 18 | -200,097 | -11.15% | Q1 2026 | May 14, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,531,890 | 48,622 | 0.1% | 0.15% | 19 | -2,561 | -0.17% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,516,885 | 48,145 | 0.01% | 0.01% | 20 | +96,928 | 6.83% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Added to | 1,451,084 | 46,057 | 0.01% | 0.0% | 21 | +837,463 | 136.48% | Q1 2026 | May 12, 2026 |
| Ranmore Fund Management Ltd | History | Added to | 1,400,000 | 44,436 | 5.87% | 7.09% | 22 | +452,000 | 47.68% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,328,584 | 42,169 | 0.03% | 0.03% | 23 | +276,193 | 26.24% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,193,469 | 37,880 | 0.02% | 0.03% | 24 | -197,654 | -14.21% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,136,544 | 36,073 | 0.04% | 0.05% | 25 | -39,091 | -3.33% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 1,108,222 | 35,174 | 0.01% | 0.01% | 26 | +326,525 | 41.77% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,081,378 | 34,322 | 0.0% | 0.0% | 27 | +179,311 | 19.88% | Q1 2026 | May 15, 2026 |
| Lodge Hill Capital, LLC | History | Added to | 1,050,000 | 33,327 | 6.44% | 6.59% | 28 | +250,000 | 31.25% | Q1 2026 | May 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,008,715 | 32,016 | 0.0% | 0.0% | 29 | -45,007 | -4.27% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 934,695 | 29,667 | 0.0% | 0.01% | 30 | -222 | -0.02% | Q1 2026 | May 05, 2026 |
| Boston Trust Walden Corp | History | Added to | 895,236 | 28,414 | 0.23% | 0.26% | 31 | +118,927 | 15.32% | Q1 2026 | Apr 24, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 890,538 | 28,265 | 0.15% | 0.0% | 32 | +885,301 | 16904.74% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 854,591 | 27,124 | 0.03% | 0.02% | 33 | +347,109 | 68.4% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 808,762 | 25,670 | 0.03% | 0.0% | 34 | +724,426 | 858.98% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 807,644 | 25,634 | 0.0% | 0.01% | 35 | -890,272 | -52.43% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 788,710 | 25,033 | 0.01% | — | 36 | +788,710 | New | Q1 2026 | May 08, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 776,716 | 24,652 | 0.24% | 0.14% | 37 | +460,649 | 145.74% | Q1 2026 | May 12, 2026 |
| Prevatt Capital Ltd | History | Added to | 710,000 | 22,535 | 6.07% | 4.41% | 38 | +360,000 | 102.86% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 568,410 | 17,984 | 0.0% | 0.0% | 39 | -67,301 | -10.59% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 532,705 | 16,908 | 0.02% | 0.02% | 40 | +107,143 | 25.18% | Q1 2026 | May 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 506,200 | 16,066 | 0.01% | 0.01% | 41 | +150,400 | 42.27% | Q1 2026 | May 15, 2026 |
| Framtiden Holdings Management Co LLC | History | Added to | 490,000 | 15,552 | 15.23% | 13.0% | 42 | +215,000 | 78.18% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 471,614 | 14,969 | 0.06% | 0.0% | 43 | +470,971 | 73245.88% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 451,703 | 14,337 | 0.0% | 0.0% | 44 | +379,119 | 522.32% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 428,112 | 13,588 | 0.0% | 0.0% | 45 | -109,382 | -20.35% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 414,663 | 13,161 | 0.02% | 0.02% | 46 | +96,862 | 30.48% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 407,885 | 12,946 | 0.0% | 0.01% | 47 | -273,824 | -40.17% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 398,279 | 12,641 | 0.02% | 0.01% | 48 | +260,350 | 188.76% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 392,279 | 12,450 | 0.0% | 0.01% | 49 | -298,758 | -43.23% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 378,278 | 12,006 | 0.01% | 0.01% | 50 | +3,346 | 0.89% | Q1 2026 | May 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 369,617 | 11,731 | 0.06% | 0.1% | 51 | -19,061 | -4.9% | Q1 2026 | May 08, 2026 |
| RWWM, Inc. | History | New | 360,354 | 11,437 | 0.83% | — | 52 | +360,354 | New | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 345,460 | 10,971 | 0.0% | 0.0% | 53 | +195,314 | 130.08% | Q1 2026 | May 15, 2026 |
| Swedbank AB | History | No change | 345,643 | 10,970 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 343,642 | 10,907 | 0.0% | 0.02% | 55 | -495,626 | -59.05% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 326,650 | 10,367 | 0.03% | — | 56 | +326,650 | New | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 300,990 | 9,553 | 0.04% | 0.02% | 57 | +158,533 | 111.28% | Q1 2026 | May 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 296,419 | 9,408 | 0.01% | 0.01% | 58 | -56,662 | -16.05% | Q1 2026 | May 06, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 294,773 | 9,356 | 0.52% | 0.51% | 59 | +94,622 | 47.28% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 283,449 | 8,996 | 0.0% | 0.01% | 60 | +11,555 | 4.25% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 206,235 | 8,987 | 0.0% | 0.0% | 61 | -69,978 | -25.33% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Added to | 273,466 | 8,679 | 0.62% | 0.59% | 62 | +101,928 | 59.42% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 259,921 | 8,262 | 0.4% | 0.21% | 63 | +153,844 | 145.03% | Q1 2026 | Apr 27, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 254,844 | 8,088 | 0.01% | — | 64 | +254,844 | New | Q1 2026 | Apr 21, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 251,935 | 7,996 | 0.42% | 0.45% | 65 | +54,462 | 27.58% | Q1 2026 | Apr 17, 2026 |
| Swiss National Bank | History | Reduced | 250,100 | 7,938 | 0.0% | 0.01% | 66 | -2,000 | -0.79% | Q1 2026 | May 07, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 234,400 | 7,439 | 0.02% | 0.03% | 67 | -6,390 | -2.65% | Q1 2026 | May 14, 2026 |
| Amundi | History | Added to | 229,207 | 7,275 | 0.0% | 0.0% | 68 | +219,830 | 2344.35% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 225,203 | 7,147 | 0.0% | 0.0% | 69 | +56,962 | 33.86% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 216,560 | 6,873 | 0.09% | 0.1% | 70 | +51,129 | 30.91% | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Added to | 213,450 | 6,774 | 0.03% | 0.0% | 71 | +177,813 | 498.96% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 181,752 | 5,768 | 0.0% | 0.0% | 72 | -20,416 | -10.1% | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | Reduced | 167,138 | 5,304 | 0.07% | 0.09% | 73 | -3,190 | -1.87% | Q1 2026 | May 01, 2026 |
| SPROTT INC. | History | Added to | 165,000 | 5,237 | 0.15% | 0.07% | 74 | +115,000 | 230.0% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 163,973 | 5,205 | 0.01% | 0.01% | 75 | +68,876 | 72.43% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 161,742 | 5,133 | 0.0% | 0.02% | 76 | -711,871 | -81.49% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 156,400 | 4,964 | 0.01% | 0.01% | 77 | +36,542 | 30.49% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 155,400 | 4,932 | 0.02% | 0.02% | 78 | +3,669 | 2.42% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 149,211 | 4,735 | 0.01% | 0.01% | 79 | +15,575 | 11.65% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 148,869 | 4,726 | 0.0% | 0.0% | 80 | -492,049 | -76.77% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 141,108 | 4,478 | 0.28% | 0.61% | 81 | -69,390 | -32.96% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 140,180 | 4,449 | 0.01% | 0.01% | 82 | +30,850 | 28.22% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 138,306 | 4,390 | 0.01% | 0.01% | 83 | -3,863 | -2.72% | Q1 2026 | Apr 27, 2026 |
| IMC-Chicago, LLC | History | Added to | 138,275 | 4,388 | 0.0% | 0.0% | 84 | +71,775 | 107.93% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 137,415 | 4,361 | 0.0% | 0.01% | 85 | -149,189 | -52.05% | Q1 2026 | May 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 137,280 | 4,357 | 0.06% | 0.06% | 86 | +32,116 | 30.54% | Q1 2026 | May 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 128,519 | 4,079 | 0.01% | 0.01% | 87 | -9,408 | -6.82% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 127,561 | 4,048 | 0.0% | 0.0% | 88 | +30,364 | 31.24% | Q1 2026 | May 12, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 122,498 | 3,888 | 0.07% | 0.07% | 89 | +21,062 | 20.76% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 119,136 | 3,829 | 0.01% | 0.02% | 90 | +7,553 | 6.77% | Q1 2026 | Apr 30, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 120,211 | 3,815 | 0.02% | 0.01% | 91 | +51,387 | 74.66% | Q1 2026 | May 07, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 116,154 | 3,686 | 0.0% | — | 92 | +116,154 | New | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 112,337 | 3,565 | 0.01% | 0.01% | 93 | +36,864 | 48.84% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 112,000 | 3,554 | 0.0% | 0.0% | 94 | -380,440 | -77.26% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 108,145 | 3,432 | 0.0% | 0.0% | 95 | +14,903 | 15.98% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 106,616 | 3,383 | 0.01% | 0.0% | 96 | +84,142 | 374.4% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 106,177 | 3,370 | 0.0% | 0.0% | 97 | -1,309 | -1.22% | Q1 2026 | May 13, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 105,963 | 3,363 | 0.15% | 0.18% | 98 | +9,355 | 9.68% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 104,966 | 3,332 | 0.01% | 0.01% | 99 | +7,256 | 7.43% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 104,714 | 3,323 | 0.0% | 0.0% | 100 | +39,348 | 60.2% | Q1 2026 | May 06, 2026 |
| Kennondale Capital Management LLC | History | Added to | 104,304 | 3,310 | 2.39% | 0.94% | 101 | +75,018 | 256.16% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 103,740 | 3,294 | 0.01% | 0.01% | 102 | +1,064 | 1.04% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 103,302 | 3,278 | 0.0% | 0.0% | 103 | -75,262 | -42.15% | Q1 2026 | May 14, 2026 |
| Inlet Private Wealth, LLC | History | New | 102,752 | 3,261 | 0.83% | — | 104 | +102,752 | New | Q1 2026 | May 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 103,301 | 3,226 | 0.0% | 0.0% | 105 | -7,685 | -6.92% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 100,174 | 3,179 | 0.02% | — | 106 | +100,174 | New | Q1 2026 | May 14, 2026 |
| South Dakota Investment Council | History | Added to | 97,465 | 3,094 | 0.06% | 0.01% | 107 | +84,964 | 679.66% | Q1 2026 | May 18, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 96,033 | 3,048 | 0.05% | 0.06% | 108 | +4,775 | 5.23% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 95,068 | 3,017 | 0.0% | 0.0% | 109 | +32,168 | 51.14% | Q1 2026 | May 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 95,000 | 3,015 | 0.04% | 0.06% | 110 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 92,304 | 2,929 | 0.05% | 0.05% | 111 | +28,549 | 44.78% | Q1 2026 | Apr 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 91,754 | 2,912 | 0.0% | — | 112 | +91,754 | New | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 89,816 | 2,850 | 0.03% | 0.03% | 113 | +14,782 | 19.7% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 86,730 | 2,752 | 0.0% | 0.0% | 114 | -2,222 | -2.5% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Reduced | 84,298 | 2,675 | 0.01% | 0.02% | 115 | -27,818 | -24.81% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | New | 82,338 | 2,613 | 0.0% | — | 116 | +82,338 | New | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 81,778 | 2,595 | 0.02% | — | 117 | +81,778 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 78,975 | 2,506 | 0.0% | 0.01% | 118 | -71,879 | -47.65% | Q1 2026 | May 11, 2026 |
| Neo Ivy Capital Management | History | New | 78,333 | 2,486 | 0.66% | — | 119 | +78,333 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 77,150 | 2,448 | 0.0% | 0.0% | 120 | +40,000 | 107.67% | Q1 2026 | Apr 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 76,979 | 2,443 | 0.0% | 0.0% | 121 | -1,532 | -1.95% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | Added to | 75,900 | 2,409 | 0.03% | 0.02% | 122 | +44,559 | 142.17% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Added to | 74,444 | 2,362 | 0.07% | 0.08% | 123 | +10,235 | 15.94% | Q1 2026 | May 15, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 73,100 | 2,320 | 0.27% | 0.52% | 124 | -26,300 | -26.46% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 72,946 | 2,315 | 0.01% | 0.01% | 125 | +24,445 | 50.4% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 51,468 | 2,242 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Forum Finance Group S.A. | History | New | 85,275 | 2,208 | 1.2% | — | 127 | +85,275 | New | Q1 2026 | May 07, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 68,181 | 2,164 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 67,382 | 2,138 | 0.0% | 0.0% | 129 | +59,265 | 730.13% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 67,038 | 2,127 | 0.0% | 0.0% | 130 | +56,613 | 543.05% | Q1 2026 | May 01, 2026 |
| Round Hill Asset Management | History | Added to | 66,901 | 2,123 | 1.39% | 1.5% | 131 | +12,295 | 22.52% | Q1 2026 | May 14, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 66,622 | 2,114 | 0.05% | — | 132 | +66,622 | New | Q1 2026 | May 14, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Added to | 66,438 | 2,109 | 0.96% | 0.68% | 133 | +31,880 | 92.25% | Q1 2026 | Apr 09, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 66,649 | 2,108 | 0.0% | 0.0% | 134 | +38,703 | 138.49% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 66,229 | 2,095 | 0.0% | 0.01% | 135 | -91,641 | -58.05% | Q1 2026 | May 15, 2026 |
| Kendall Capital Management | History | Reduced | 65,415 | 2,076 | 0.43% | 0.65% | 136 | -5,365 | -7.58% | Q1 2026 | Apr 24, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 63,893 | 2,028 | 0.0% | 0.0% | 137 | +43,993 | 221.07% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 63,856 | 2,026 | 0.12% | 0.2% | 138 | -33,417 | -34.35% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 62,900 | 2,014 | 0.01% | 0.01% | 139 | +17,500 | 38.55% | Q1 2026 | Apr 29, 2026 |
| MetLife Investment Management, LLC | History | Added to | 63,284 | 2,008 | 0.01% | 0.01% | 140 | +475 | 0.76% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 62,627 | 1,986 | 0.0% | 0.0% | 141 | -29,833 | -32.27% | Q1 2026 | Apr 30, 2026 |
| Vest Financial, LLC | History | Added to | 62,072 | 1,970 | 0.02% | 0.03% | 142 | +5,392 | 9.51% | Q1 2026 | Apr 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 60,314 | 1,914 | 0.01% | 0.01% | 143 | +41,027 | 212.72% | Q1 2026 | May 13, 2026 |
| Optimist Retirement Group LLC | History | Added to | 57,808 | 1,834 | 0.81% | 0.84% | 144 | +15,500 | 36.64% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Added to | 57,623 | 1,829 | 0.01% | 0.02% | 145 | +31 | 0.05% | Q1 2026 | May 08, 2026 |
| Qsemble Capital Management, LP | History | Added to | 57,158 | 1,814 | 0.14% | 0.19% | 146 | +4,658 | 8.87% | Q1 2026 | May 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 56,954 | 1,807 | 0.0% | 0.0% | 147 | -2,194 | -3.71% | Q1 2026 | May 18, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 56,903 | 1,806 | 0.0% | 0.01% | 148 | -10,704 | -15.83% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 41,200 | 1,795 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 55,233 | 1,752 | 0.02% | 0.03% | 150 | -330 | -0.59% | Q1 2026 | Apr 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 55,009 | 1,745 | 0.01% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 54,063 | 1,715 | 0.0% | 0.0% | 152 | -128,020 | -70.31% | Q1 2026 | May 11, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 53,618 | 1,702 | 0.01% | 0.01% | 153 | +543 | 1.02% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 53,554 | 1,699 | 0.02% | 0.03% | 154 | -2,857 | -5.06% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 53,282 | 1,691 | 0.0% | 0.0% | 155 | -633 | -1.17% | Q1 2026 | May 11, 2026 |
| Rings Capital Management LLC | History | No change | 53,000 | 1,682 | 0.9% | 1.15% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 51,766 | 1,650 | 0.01% | 0.0% | 157 | +28,875 | 126.14% | Q1 2026 | May 11, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 51,303 | 1,628 | 0.68% | 0.02% | 158 | +50,152 | 4357.25% | Q1 2026 | Apr 07, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 51,160 | 1,623 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 50,738 | 1,610 | 0.0% | 0.0% | 160 | +39,738 | 361.25% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 50,510 | 1,603 | 0.0% | 0.0% | 161 | +9,025 | 21.75% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 49,901 | 1,583 | 0.01% | 0.01% | 162 | -8,549 | -14.63% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 48,577 | 1,541 | 0.02% | 0.02% | 163 | -4,038 | -7.67% | Q1 2026 | May 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 47,981 | 1,522 | 0.03% | — | 164 | +47,981 | New | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 34,270 | 1,493 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 46,771 | 1,484 | 0.0% | 0.0% | 166 | +12,375 | 35.98% | Q1 2026 | May 08, 2026 |
| Bridgewater Associates, LP | History | Reduced | 46,529 | 1,476 | 0.01% | 0.07% | 167 | -409,126 | -89.79% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 45,051 | 1,429 | 0.0% | 0.0% | 168 | +414 | 0.93% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 44,600 | 1,415 | 0.0% | — | 169 | +44,600 | New | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 44,486 | 1,411 | 0.0% | 0.0% | 170 | +4,808 | 12.12% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 44,376 | 1,408 | 0.01% | 0.01% | 171 | +9,779 | 28.27% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 44,000 | 1,396 | 0.05% | — | 172 | +44,000 | New | Q1 2026 | May 12, 2026 |
| Freestone Grove Partners LP | History | Added to | 43,978 | 1,395 | 0.01% | 0.01% | 173 | +18,743 | 74.27% | Q1 2026 | May 15, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 43,212 | 1,371 | 0.2% | 0.28% | 174 | -2,080 | -4.59% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 42,628 | 1,353 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 42,462 | 1,347 | 0.0% | 0.0% | 176 | -844 | -1.95% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Added to | 42,268 | 1,341 | 0.0% | 0.01% | 177 | +5,605 | 15.29% | Q1 2026 | May 12, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 42,228 | 1,340 | 0.59% | 0.18% | 178 | +31,648 | 299.13% | Q1 2026 | May 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 42,105 | 1,332 | 0.23% | — | 179 | +42,105 | New | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Reduced | 41,940 | 1,331 | 0.01% | 0.01% | 180 | -2,210 | -5.01% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 40,812 | 1,295 | 0.0% | 0.0% | 181 | +20,918 | 105.15% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 40,374 | 1,281 | 0.0% | — | 182 | +40,374 | New | Q1 2026 | May 12, 2026 |
| LGT Group Foundation | History | Added to | 40,093 | 1,272 | 0.02% | 0.01% | 183 | +16,857 | 72.55% | Q1 2026 | Apr 28, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Added to | 40,000 | 1,269 | 0.33% | 0.37% | 184 | +10,000 | 33.33% | Q1 2026 | May 11, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 39,934 | 1,267 | 0.04% | 0.06% | 185 | -2,537 | -5.97% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 39,610 | 1,257 | 0.0% | 0.01% | 186 | -14,021 | -26.14% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 38,744 | 1,229 | 0.03% | 0.01% | 187 | +27,666 | 249.74% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 38,716 | 1,228 | 0.0% | 0.0% | 188 | -2,049 | -5.03% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 38,602 | 1,225 | 0.0% | 0.01% | 189 | -4,168 | -9.75% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,521 | 1,222 | 0.0% | 0.01% | 190 | +6,858 | 21.66% | Q1 2026 | Apr 30, 2026 |
| CenterStar Asset Management, LLC | History | New | 38,300 | 1,215 | 0.15% | — | 191 | +38,300 | New | Q1 2026 | May 01, 2026 |
| Cunning Capital Partners, LP | History | No change | 37,360 | 1,186 | 0.6% | 0.75% | 192 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 37,196 | 1,180 | 0.01% | 0.02% | 193 | -2,014 | -5.14% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 36,800 | 1,168 | 0.02% | 0.03% | 194 | +1,800 | 5.14% | Q1 2026 | Apr 20, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 35,430 | 1,124 | 0.02% | 0.02% | 195 | +13,949 | 64.94% | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Reduced | 34,738 | 1,102 | 0.01% | 0.01% | 196 | -917 | -2.57% | Q1 2026 | May 01, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 34,700 | 1,101 | 0.0% | 0.01% | 197 | -14,600 | -29.61% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 34,165 | 1,099 | 0.0% | 0.0% | 198 | -5,413 | -13.68% | Q1 2026 | Apr 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 32,306 | 1,025 | 0.0% | — | 199 | +32,306 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 31,760 | 1,008 | 0.01% | 0.01% | 200 | +123 | 0.39% | Q1 2026 | May 01, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 31,528 | 1,000 | 0.03% | 0.04% | 201 | +3,712 | 13.34% | Q1 2026 | May 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 31,157 | 988 | 0.1% | 0.14% | 202 | +220 | 0.71% | Q1 2026 | Apr 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 30,468 | 967 | 0.01% | 0.01% | 203 | +600 | 2.01% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 29,784 | 945 | 0.0% | 0.0% | 204 | -17,492 | -37.0% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 14,011 | 930 | 0.0% | 0.0% | 205 | -8,197 | -36.91% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 28,560 | 906 | 0.0% | 0.0% | 206 | +92 | 0.32% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 28,398 | 901 | 0.01% | 0.01% | 207 | +112 | 0.4% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 28,196 | 894 | 0.0% | 0.01% | 208 | +3,401 | 13.72% | Q1 2026 | Apr 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 27,805 | 882 | 0.02% | 0.02% | 210 | +387 | 1.41% | Q1 2026 | May 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,800 | 882 | 0.03% | 0.04% | 209 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 27,300 | 866 | 0.0% | 0.0% | 211 | -20,796 | -43.24% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 26,901 | 853 | 0.0% | 0.0% | 212 | -3,255 | -10.79% | Q1 2026 | May 13, 2026 |
| Human Investing LLC | History | Reduced | 26,443 | 839 | 0.12% | 0.19% | 213 | -3,937 | -12.96% | Q1 2026 | May 07, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 26,024 | 826 | 0.01% | 0.01% | 214 | +800 | 3.17% | Q1 2026 | Apr 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 24,325 | 772 | 0.01% | 0.01% | 215 | +9,845 | 67.99% | Q1 2026 | May 14, 2026 |
| Huber Capital Management LLC | History | Added to | 23,524 | 746 | 0.12% | 0.15% | 216 | +424 | 1.84% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 23,352 | 741 | 0.02% | 0.03% | 217 | +182 | 0.79% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 23,310 | 739 | 0.0% | 0.0% | 218 | +598 | 2.63% | Q1 2026 | May 13, 2026 |
| QVIDTVM Management LLC | History | New | 23,255 | 738 | 0.91% | — | 219 | +23,255 | New | Q1 2026 | May 15, 2026 |
| Argyle Capital Management, LLC | History | No change | 23,233 | 737 | 0.24% | 0.34% | 220 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 22,616 | 717 | 0.0% | 0.0% | 221 | +120 | 0.53% | Q1 2026 | Apr 29, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 21,708 | 689 | 0.51% | 0.62% | 222 | -1,608 | -6.9% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 21,036 | 667 | 0.06% | — | 223 | +21,036 | New | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,968 | 665 | 0.0% | 0.0% | 224 | +5,392 | 34.62% | Q1 2026 | May 05, 2026 |
| Kentucky Retirement Systems | History | New | 22,561 | 655 | 0.05% | — | 225 | +22,561 | New | Q1 2026 | May 19, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 20,212 | 641 | 0.01% | 0.02% | 226 | -10,100 | -33.32% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 19,983 | 634 | 0.0% | 0.0% | 227 | +1,394 | 7.5% | Q1 2026 | May 14, 2026 |
| MAVERICK CAPITAL LTD | History | Reduced | 19,943 | 632 | 0.01% | 0.05% | 228 | -94,483 | -82.57% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 19,932 | 632 | 0.03% | 0.02% | 229 | +9,762 | 95.99% | Q1 2026 | Apr 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 19,881 | 631 | 0.0% | 0.0% | 230 | +1,174 | 6.28% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 19,197 | 609 | 0.0% | 0.0% | 231 | +1,120 | 6.2% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,006 | 603 | 0.0% | 0.0% | 232 | +5,424 | 39.94% | Q1 2026 | Apr 15, 2026 |
| Range Financial Group LLC | History | Added to | 17,910 | 568 | 0.19% | 0.23% | 233 | +2,857 | 18.98% | Q1 2026 | Apr 30, 2026 |
| XPONANCE LLC | History | Added to | 17,814 | 565 | 0.0% | 0.0% | 235 | +3,533 | 24.74% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,825 | 565 | 0.0% | 0.0% | 234 | +2,872 | 19.21% | Q1 2026 | May 14, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 17,578 | 557 | 0.12% | 0.16% | 236 | -102 | -0.58% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,126 | 544 | 0.01% | 0.01% | 237 | +2,605 | 17.94% | Q1 2026 | Apr 07, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 17,045 | 541 | 0.0% | 0.0% | 238 | -297 | -1.71% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | Reduced | 17,028 | 540 | 0.01% | 0.02% | 239 | -19,665 | -53.59% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,950 | 538 | 0.0% | 0.0% | 240 | -233 | -1.36% | Q1 2026 | Apr 30, 2026 |
| ROCKLAND TRUST CO | History | No change | 16,866 | 535 | 0.02% | 0.03% | 241 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Archer Investment Corp | History | Added to | 16,300 | 517 | 0.11% | 0.01% | 242 | +15,500 | 1937.5% | Q1 2026 | May 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 15,911 | 505 | 0.0% | 0.0% | 243 | +5,037 | 46.32% | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 15,800 | 501 | 0.13% | 0.18% | 244 | -331 | -2.05% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,767 | 500 | 0.0% | 0.0% | 245 | +4,734 | 42.91% | Q1 2026 | Apr 27, 2026 |
| Legacy Bridge, LLC | History | No change | 15,265 | 484 | 0.18% | 0.27% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blueshift Asset Management, LLC | History | New | 15,219 | 483 | 0.15% | — | 247 | +15,219 | New | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 14,911 | 480 | 0.01% | 0.01% | 248 | +1,954 | 15.08% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 10,985 | 478 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RBF Capital, LLC | History | No change | 15,000 | 476 | 0.02% | 0.03% | 250 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Claret Asset Management Corp | History | No change | 14,690 | 466 | 0.06% | 0.07% | 251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 14,540 | 461 | 0.0% | 0.0% | 252 | +2,401 | 19.78% | Q1 2026 | May 14, 2026 |
| TCM Advisors, LLC | History | Added to | 14,400 | 457 | 0.03% | 0.03% | 253 | +5,400 | 60.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,290 | 454 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,226 | 449 | 0.0% | 0.0% | 255 | +1,171 | 8.97% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 14,131 | 448 | 0.02% | 0.03% | 256 | -300 | -2.08% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 8,147 | 447 | 0.15% | — | 257 | +8,147 | New | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 13,843 | 439 | 0.01% | 0.42% | 258 | -829,906 | -98.36% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,632 | 432 | 0.0% | 0.0% | 259 | +4,404 | 47.72% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 13,372 | 424 | 0.0% | 0.01% | 260 | -107,755 | -88.96% | Q1 2026 | May 14, 2026 |
| CSS LLC/IL | History | Added to | 13,159 | 417 | 0.02% | 0.02% | 261 | +2,699 | 25.8% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,974 | 411 | 0.0% | 0.0% | 262 | -1,323 | -9.25% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Reduced | 12,870 | 408 | 0.0% | 0.0% | 263 | -28,694 | -69.04% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 12,879 | 408 | 0.01% | 0.01% | 264 | +410 | 3.29% | Q1 2026 | Apr 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 12,818 | 407 | 0.03% | 0.02% | 265 | +6,351 | 98.21% | Q1 2026 | May 08, 2026 |
| Abacus Wealth Partners, LLC | History | New | 12,774 | 405 | 0.04% | — | 266 | +12,774 | New | Q1 2026 | Apr 24, 2026 |
| Brooklyn Investment Group | History | Added to | 12,705 | 403 | 0.01% | 0.01% | 267 | +6,106 | 92.53% | Q1 2026 | Apr 29, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 12,669 | 402 | 0.15% | — | 268 | +12,669 | New | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Added to | 12,199 | 387 | 0.06% | 0.04% | 269 | +6,489 | 113.64% | Q1 2026 | Apr 28, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 11,934 | 378 | 0.0% | 0.0% | 270 | +1,400 | 13.29% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 11,757 | 373 | 0.0% | 0.0% | 271 | -233 | -1.94% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 11,757 | 373 | 0.01% | 0.01% | 272 | +39 | 0.33% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 11,640 | 369 | 0.0% | 0.0% | 273 | -39,863 | -77.4% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | Added to | 11,540 | 366 | 0.04% | 0.07% | 274 | +989 | 9.37% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,445 | 363 | 0.01% | 0.08% | 275 | -124,430 | -91.58% | Q1 2026 | May 11, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 11,108 | 352 | 0.09% | 0.43% | 276 | -28,388 | -71.88% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 10,958 | 347 | 0.04% | 0.0% | 277 | +10,274 | 1502.05% | Q1 2026 | May 13, 2026 |
| Barnett & Company, Inc. | History | New | 10,420 | 330 | 0.26% | — | 278 | +10,420 | New | Q1 2026 | Apr 30, 2026 |
| Vise Technologies, Inc. | History | No change | 7,548 | 328 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CWC Advisors, LLC. | History | Reduced | 10,288 | 326 | 0.16% | 0.22% | 280 | -173 | -1.65% | Q1 2026 | Apr 16, 2026 |
| Vestcor Inc | History | Reduced | 10,076 | 320 | 0.01% | 0.04% | 281 | -19,418 | -65.84% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 10,076 | 319 | 0.0% | 0.0% | 282 | -90 | -0.89% | Q1 2026 | May 11, 2026 |
| BURNEY CO/ | History | Reduced | 9,993 | 317 | 0.01% | 0.06% | 283 | -31,351 | -75.83% | Q1 2026 | Apr 29, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 10,000 | 317 | 0.0% | — | 285 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | New | 10,000 | 317 | 0.02% | — | 286 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,003 | 317 | 0.0% | 0.01% | 284 | -5,980 | -37.41% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | Added to | 9,895 | 314 | 0.16% | 0.1% | 287 | +3,756 | 61.18% | Q1 2026 | May 13, 2026 |
| denkapparat Operations GmbH | History | No change | 9,794 | 310 | 0.13% | 0.23% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | New | 9,733 | 309 | 0.01% | — | 289 | +9,733 | New | Q1 2026 | Apr 06, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 9,554 | 303 | 0.14% | 0.19% | 290 | -1,007 | -9.54% | Q1 2026 | May 08, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 9,343 | 296 | 0.01% | 0.02% | 291 | +130 | 1.41% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 9,298 | 295 | 0.0% | 0.0% | 292 | +542 | 6.19% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 9,272 | 294 | 0.0% | 0.0% | 293 | -46,982 | -83.52% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 9,226 | 292 | 0.0% | 0.0% | 295 | -30,174 | -76.58% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 9,208 | 292 | 0.0% | 0.01% | 294 | -2,931 | -24.15% | Q1 2026 | May 15, 2026 |
| Taylor Hoffman Capital Management LLC | History | Added to | 9,027 | 286 | 0.09% | 0.11% | 296 | +705 | 8.47% | Q1 2026 | May 12, 2026 |
| HM PAYSON & CO | History | Added to | 8,950 | 284 | 0.0% | 0.0% | 297 | +7,800 | 678.26% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,676 | 273 | 0.01% | 0.01% | 298 | +2,036 | 30.66% | Q1 2026 | May 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,532 | 270 | 0.0% | 0.0% | 299 | -1,607 | -15.85% | Q1 2026 | May 13, 2026 |
| Tradewinds, LLC. | History | No change | 8,581 | 268 | 0.09% | 0.09% | 300 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INCEPTIONR LLC | History | New | 8,093 | 256 | 0.06% | — | 301 | +8,093 | New | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 8,065 | 255 | 0.01% | 0.02% | 302 | -597 | -6.89% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 7,939 | 251 | 0.0% | — | 303 | +7,939 | New | Q1 2026 | May 15, 2026 |
| Van Diest Capital, LLC | History | New | 7,502 | 238 | 0.19% | — | 304 | +7,502 | New | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 7,428 | 235 | 0.03% | 0.03% | 305 | +2,728 | 58.04% | Q1 2026 | Apr 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,393 | 234 | 0.01% | 0.01% | 306 | +1,069 | 16.9% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,358 | 233 | 0.0% | 0.0% | 307 | -9,629 | -56.68% | Q1 2026 | Apr 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 7,264 | 230 | 0.0% | 0.01% | 308 | -355 | -4.66% | Q1 2026 | Apr 27, 2026 |
| Inscription Capital, LLC | History | New | 7,133 | 226 | 0.02% | — | 309 | +7,133 | New | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Added to | 7,088 | 224 | 0.0% | 0.0% | 310 | +232 | 3.38% | Q1 2026 | Apr 20, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 6,998 | 222 | 0.01% | 0.01% | 311 | -360 | -4.89% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,982 | 221 | 0.0% | — | 312 | +6,982 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6,975 | 221 | 0.02% | — | 313 | +6,975 | New | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 6,758 | 214 | 0.0% | 0.0% | 314 | +979 | 16.94% | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | No change | 6,719 | 213 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,668 | 211 | 0.0% | 0.0% | 316 | +6,050 | 978.96% | Q1 2026 | May 07, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,592 | 209 | 0.0% | 0.0% | 317 | -4,991 | -43.09% | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | New | 6,509 | 206 | 0.0% | — | 319 | +6,509 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 6,498 | 206 | 0.0% | — | 320 | +6,498 | New | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 6,520 | 206 | 0.0% | 0.0% | 318 | +1,875 | 40.37% | Q1 2026 | Apr 24, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,486 | 205 | 0.0% | 0.01% | 321 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Silver Coast Investments LLC | History | No change | 6,428 | 204 | 0.07% | 0.1% | 322 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 6,421 | 203 | 0.0% | — | 323 | +6,421 | New | Q1 2026 | May 14, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 6,351 | 201 | 0.09% | 0.12% | 324 | +60 | 0.95% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,996 | 190 | 0.0% | 0.0% | 325 | +2,700 | 81.92% | Q1 2026 | May 01, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 5,988 | 189 | 0.0% | 0.01% | 326 | -70,968 | -92.22% | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 5,324 | 169 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,708 | 161 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | No change | 3,620 | 158 | 0.09% | 0.09% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 4,943 | 156 | 0.0% | 0.0% | 330 | +984 | 24.85% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,591 | 156 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,577 | 155 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,732 | 150 | 0.0% | 0.0% | 333 | +357 | 8.16% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,456 | 140 | 0.01% | 0.0% | 334 | +3,192 | 252.53% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,227 | 134 | 0.0% | 0.0% | 335 | +658 | 18.44% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 4,159 | 132 | 0.09% | 0.11% | 337 | +350 | 9.19% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,180 | 132 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,136 | 131 | 0.0% | 0.01% | 338 | -3,414 | -45.22% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 3,929 | 125 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,667 | 122 | 0.01% | 0.01% | 340 | -42,907 | -80.09% | Q1 2026 | May 15, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 3,763 | 119 | 0.09% | 0.08% | 341 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,646 | 115 | 0.0% | 0.0% | 342 | -2,736 | -42.87% | Q1 2026 | Apr 22, 2026 |
| Corient IA LLC | History | New | 3,540 | 112 | 0.11% | — | 343 | +3,540 | New | Q1 2026 | May 14, 2026 |
| EMC Capital Management | History | No change | 2,479 | 108 | 0.05% | 0.05% | 344 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,362 | 106 | 0.0% | 0.0% | 345 | +1,001 | 42.4% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 3,316 | 105 | 0.03% | 0.09% | 346 | -4,934 | -59.81% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,304 | 104 | 0.01% | 0.0% | 347 | +1,659 | 100.85% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,187 | 101 | 0.0% | 0.0% | 348 | +1,385 | 76.86% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,151 | 100 | 0.0% | 0.0% | 349 | +2,308 | 273.78% | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,082 | 97 | 0.0% | 0.0% | 350 | -8,675 | -73.79% | Q1 2026 | May 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 3,046 | 96 | 0.0% | 0.0% | 351 | +311 | 11.37% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Reduced | 2,996 | 95 | 0.0% | 0.0% | 352 | -38 | -1.25% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,816 | 89 | 0.0% | 0.01% | 353 | -3,150 | -52.8% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 2,794 | 88 | 0.0% | 0.0% | 354 | +2,034 | 267.63% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | New | 2,718 | 86 | 0.0% | — | 355 | +2,718 | New | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,704 | 85 | 0.01% | — | 356 | +2,704 | New | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 2,566 | 81 | 0.01% | 0.01% | 357 | -1,544 | -37.57% | Q1 2026 | Apr 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,521 | 80 | 0.01% | 0.0% | 358 | +2,332 | 1233.86% | Q1 2026 | Apr 06, 2026 |
| Advisory Services Network, LLC | History | New | 2,502 | 79 | 0.0% | — | 359 | +2,502 | New | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,423 | 76 | 0.0% | 0.0% | 360 | +621 | 34.46% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,400 | 76 | 0.02% | 0.03% | 361 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,303 | 73 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Covestor Ltd | History | Added to | 2,246 | 71 | 0.05% | 0.05% | 363 | +177 | 8.55% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 2,210 | 70 | 0.0% | 0.0% | 364 | +1,380 | 166.27% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,032 | 64 | 0.0% | 0.0% | 365 | +405 | 24.89% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,986 | 63 | 0.0% | 0.01% | 366 | +2 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Independence Bank of Kentucky | History | No change | 2,000 | 63 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BARD ASSOCIATES INC | History | New | 1,822 | 58 | 0.01% | — | 368 | +1,822 | New | Q1 2026 | May 07, 2026 |
| Corsicana & Co. | History | No change | 1,050 | 57 | 0.04% | 0.03% | 369 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,773 | 56 | 0.0% | 0.0% | 370 | +1,363 | 332.44% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,475 | 46 | 0.0% | 0.0% | 371 | +42 | 2.93% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,311 | 41 | 0.0% | 0.0% | 372 | +445 | 51.39% | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,278 | 40 | 0.0% | 0.0% | 373 | +356 | 38.61% | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Reduced | 1,249 | 39 | 0.01% | 0.07% | 374 | -3,622 | -74.36% | Q1 2026 | May 21, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,176 | 37 | 0.0% | 0.01% | 376 | -1,446 | -55.15% | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,189 | 37 | 0.0% | 0.0% | 375 | -288 | -19.5% | Q1 2026 | Apr 13, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 1,152 | 36 | 0.03% | 0.09% | 377 | -1,131 | -49.54% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,101 | 34 | 0.0% | 0.0% | 378 | -339 | -23.54% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,016 | 32 | 0.0% | 0.0% | 380 | +300 | 41.9% | Q1 2026 | May 13, 2026 |
| Employees Retirement System of Texas | History | No change | 1,000 | 32 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 998 | 31 | 0.0% | 0.0% | 381 | +149 | 17.55% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 800 | 25 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 773 | 24 | 0.01% | 0.01% | 383 | +8 | 1.05% | Q1 2026 | Apr 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 734 | 23 | 0.01% | — | 385 | +734 | New | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | Added to | 755 | 23 | 0.02% | 0.02% | 384 | +132 | 21.19% | Q1 2026 | Apr 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 714 | 22 | 0.0% | — | 387 | +714 | New | Q1 2026 | Apr 29, 2026 |
| Penserra Capital Management LLC | History | Added to | 711 | 22 | 0.0% | 0.0% | 386 | +21 | 3.04% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 680 | 21 | 0.0% | 0.0% | 389 | +657 | 2856.52% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Added to | 665 | 21 | 0.01% | 0.0% | 390 | +603 | 972.58% | Q1 2026 | Apr 13, 2026 |
| NVWM, LLC | History | No change | 676 | 21 | 0.0% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 655 | 20 | 0.0% | 0.0% | 391 | +225 | 52.33% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 590 | 18 | 0.0% | 0.0% | 394 | +507 | 610.84% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 581 | 18 | 0.0% | 0.0% | 393 | +475 | 448.11% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 571 | 18 | 0.0% | 0.0% | 395 | +23 | 4.2% | Q1 2026 | May 08, 2026 |
| ATWOOD & PALMER INC | History | No change | 570 | 18 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Quent Capital, LLC | History | Reduced | 544 | 17 | 0.0% | 0.03% | 396 | -9,469 | -94.57% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Reduced | 460 | 16 | 0.0% | 0.0% | 397 | -1,282 | -73.59% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 531 | 16 | 0.0% | — | 399 | +531 | New | Q1 2026 | Apr 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 525 | 16 | 0.0% | 0.0% | 398 | +300 | 133.33% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 496 | 15 | 0.0% | — | 400 | +481 | 3206.67% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | No change | 500 | 15 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 500 | 15 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Added to | 434 | 13 | 0.0% | 0.0% | 403 | +16 | 3.83% | Q1 2026 | May 06, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 387 | 12 | 0.0% | 0.0% | 405 | +5 | 1.31% | Q1 2026 | Apr 21, 2026 |
| EASTERN BANK | History | No change | 400 | 12 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 379 | 12 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 358 | 11 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 241 | 10 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | Reduced | 314 | 9 | 0.0% | 0.0% | 409 | -522 | -62.44% | Q1 2026 | Apr 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 271 | 8 | 0.0% | — | 413 | +271 | New | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 258 | 8 | 0.0% | 0.0% | 412 | -79 | -23.44% | Q1 2026 | Apr 24, 2026 |
| TSFG, LLC | History | Added to | 259 | 8 | 0.0% | 0.0% | 411 | +2 | 0.78% | Q1 2026 | Apr 27, 2026 |
| Pacific Center for Financial Services | History | No change | 280 | 8 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 224 | 7 | 0.0% | — | 415 | +217 | 3100.0% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 232 | 7 | 0.0% | 0.0% | 416 | +93 | 66.91% | Q1 2026 | Apr 17, 2026 |
| WealthCollab, LLC | History | Reduced | 236 | 7 | 0.0% | 0.01% | 417 | -71 | -23.13% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Added to | 232 | 7 | 0.0% | 0.0% | 414 | +12 | 5.45% | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | Reduced | 200 | 6 | 0.0% | 0.01% | 421 | -416 | -67.53% | Q1 2026 | Apr 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 207 | 6 | 0.0% | — | 423 | +207 | New | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 196 | 6 | 0.0% | — | 420 | +191 | 3820.0% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Reduced | 201 | 6 | 0.0% | 0.0% | 418 | -144 | -41.74% | Q1 2026 | May 06, 2026 |
| Basepoint Wealth LLC | History | Added to | 208 | 6 | 0.0% | 0.0% | 422 | +3 | 1.46% | Q1 2026 | May 07, 2026 |
| SITTNER & NELSON, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | New | 181 | 5 | 0.0% | — | 424 | +181 | New | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 172 | 5 | 0.0% | — | 426 | +172 | New | Q1 2026 | May 08, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 171 | 5 | 0.0% | — | 425 | +171 | New | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | New | 167 | 5 | 0.0% | — | 427 | +167 | New | Q1 2026 | May 08, 2026 |
| Sachetta, LLC | History | New | 148 | 4 | 0.0% | — | 433 | +148 | New | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | New | 132 | 4 | 0.0% | — | 434 | +132 | New | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 135 | 4 | 0.0% | 0.0% | 430 | +90 | 200.0% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Added to | 143 | 4 | 0.0% | 0.0% | 431 | +22 | 18.18% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 133 | 4 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Centennial Bank/AR/ | History | No change | 140 | 4 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| McMillan Office, Inc. | History | No change | 130 | 4 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 121 | 3 | 0.0% | — | 441 | +121 | New | Q1 2026 | Apr 30, 2026 |
| High Note Wealth, LLC | History | New | 103 | 3 | 0.0% | — | 442 | +103 | New | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | New | 102 | 3 | 0.0% | — | 443 | +102 | New | Q1 2026 | May 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 97 | 3 | 0.0% | — | 440 | +97 | New | Q1 2026 | May 11, 2026 |
| United Financial Planning Group LLC | History | Added to | 105 | 3 | 0.0% | 0.0% | 438 | +81 | 337.5% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 116 | 3 | 0.0% | 0.0% | 439 | -66 | -36.26% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 98 | 3 | 0.0% | 0.0% | 437 | +33 | 50.77% | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 125 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Grove Bank & Trust | History | No change | 113 | 3 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | New | 86 | 2 | 0.0% | — | 450 | +86 | New | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 80 | 2 | 0.0% | — | 453 | +80 | New | Q1 2026 | May 07, 2026 |
| First Pacific Financial | History | New | 74 | 2 | 0.0% | — | 452 | +74 | New | Q1 2026 | Apr 23, 2026 |
| Dogwood Wealth Management LLC | History | New | 71 | 2 | 0.0% | — | 448 | +71 | New | Q1 2026 | May 12, 2026 |
| Blume Capital Management, Inc. | History | New | 66 | 2 | 0.0% | — | 451 | +66 | New | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | Added to | 65 | 2 | 0.0% | — | 449 | +55 | 550.0% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 82 | 2 | 0.0% | 0.0% | 444 | -54 | -39.71% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | Added to | 76 | 2 | 0.0% | 0.0% | 446 | +35 | 85.37% | Q1 2026 | Apr 29, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 92 | 2 | 0.0% | 0.0% | 445 | +1 | 1.1% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | Added to | 87 | 2 | 0.0% | 0.0% | 447 | +1 | 1.16% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Reduced | 60 | 1 | 0.0% | 0.0% | 458 | -1,796 | -96.77% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 455 | -395 | -90.8% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | Reduced | 33 | 1 | 0.0% | 0.01% | 466 | -375 | -91.91% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 45 | 1 | 0.0% | 0.0% | 454 | -252 | -84.85% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 465 | -87 | -67.97% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | Reduced | 60 | 1 | 0.0% | 0.0% | 457 | -86 | -58.9% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | Added to | 57 | 1 | 0.0% | — | 462 | +45 | 375.0% | Q1 2026 | May 01, 2026 |
| Bare Financial Services, Inc | History | New | 39 | 1 | 0.0% | — | 467 | +39 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 38 | 1 | 0.0% | — | 468 | +38 | New | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 32 | 1 | 0.0% | — | 460 | +25 | 357.14% | Q1 2026 | Apr 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 42 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 52 | 1 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.14% | — | -3,065,070 | -100.0% | Q1 2026 | May 11, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Closed out | 0 | 0 | — | 0.62% | — | -555,637 | -100.0% | Q1 2026 | May 04, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -533,391 | -100.0% | Q1 2026 | May 06, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Closed out | 0 | 0 | — | 0.49% | — | -370,841 | -100.0% | Q1 2026 | Apr 20, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.01% | — | -154,795 | -100.0% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -145,565 | -100.0% | Q1 2026 | May 14, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.23% | — | -118,033 | -100.0% | Q1 2026 | May 13, 2026 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.45% | — | -104,731 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.09% | — | -99,405 | -100.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -59,625 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -59,320 | -100.0% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -45,038 | -100.0% | Q1 2026 | May 07, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -39,809 | -100.0% | Q1 2026 | May 11, 2026 |
| Aurora Investment Counsel | History | Closed out | 0 | 0 | — | 0.84% | — | -36,798 | -100.0% | Q1 2026 | May 06, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -29,665 | -100.0% | Q1 2026 | May 11, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.14% | — | -20,100 | -100.0% | Q1 2026 | May 12, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -18,435 | -100.0% | Q1 2026 | May 05, 2026 |
| Kessler Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -18,329 | -100.0% | Q1 2026 | Apr 10, 2026 |
| GenTrust, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,222 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,561 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ADVISORY RESEARCH INC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,526 | -100.0% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,193 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,692 | -100.0% | Q1 2026 | May 14, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,261 | -100.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,381 | -100.0% | Q1 2026 | May 04, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Closed out | 0 | 0 | — | 0.05% | — | -14,062 | -100.0% | Q1 2026 | May 11, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,030 | -100.0% | Q1 2026 | May 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.23% | — | -13,027 | -100.0% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,461 | -100.0% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,226 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,026 | -100.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,920 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.14% | — | -9,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,413 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,144 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,580 | -100.0% | Q1 2026 | May 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,885 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.01% | — | -7,658 | -100.0% | Q1 2026 | May 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,245 | -100.0% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,075 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,000 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,900 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -5,895 | -100.0% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,887 | -100.0% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,731 | -100.0% | Q1 2026 | May 05, 2026 |
| Arnhold LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,600 | -100.0% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,365 | -100.0% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,317 | -100.0% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,314 | -100.0% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,120 | -100.0% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,093 | -100.0% | Q1 2026 | May 13, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,078 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,070 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,052 | -100.0% | Q1 2026 | May 08, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,046 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,000 | -100.0% | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,955 | -100.0% | Q1 2026 | May 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,826 | -100.0% | Q1 2026 | Apr 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,800 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -4,784 | -100.0% | Q1 2026 | Apr 09, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -4,654 | -100.0% | Q1 2026 | May 08, 2026 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -4,600 | -100.0% | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,666 | -100.0% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,135 | -100.0% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,123 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | May 12, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -260 | -98.11% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -213 | -96.82% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -150 | -89.82% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -147 | -100.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 07, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 12, 2026 |
| Nova Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 11, 2026 |
| Magnolia Wealth Management, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 15, 2026 |
| Cromwell Holdings LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 26 | 0 | — | — | — | +23 | 766.67% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 21, 2026 |
| USA FINANCIAL FORMULAS | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 14, 2026 |
| American Capital Advisory, LLC | History | Reduced | 3 | 0 | — | — | — | -11 | -78.57% | Q1 2026 | Apr 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 12 | 0 | — | — | — | -10 | -45.45% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 10 | 0 | — | — | — | -9 | -47.37% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 21 | 0 | — | — | — | +6 | 40.0% | Q1 2026 | May 08, 2026 |
| Hughes Financial Services, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 7 | 0 | — | — | — | -5 | -41.67% | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 28, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q1 2026 | May 01, 2026 |
| PMV Capital Advisers, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 05, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q1 2026 | Apr 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| FIRST HORIZON CORP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | No change | 29 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 28 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 26 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunrise Financial Services, LLC | History | No change | 23 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |