HSBC HOLDINGS PLC - HSBC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 18,202,800 | 1,501,549 | 0.51% | 0.48% | 1 | +402,052 | 2.26% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 9,972,221 | 822,608 | 0.17% | 0.17% | 2 | -390,126 | -3.76% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 7,658,493 | 631,749 | 0.04% | 0.04% | 3 | +174,610 | 2.33% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,630,433 | 381,964 | 0.04% | 0.06% | 4 | -1,286,320 | -21.74% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 3,776,696 | 311,539 | 0.02% | 0.01% | 5 | +634,668 | 20.2% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,047,482 | 251,386 | 0.03% | 0.03% | 6 | +39,158 | 1.3% | Q1 2026 | May 14, 2026 |
| Sanders Capital, LLC | History | Reduced | 2,807,030 | 231,551 | 0.28% | 0.26% | 7 | -80,440 | -2.79% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 2,563,845 | 211,491 | 0.0% | 0.0% | 8 | -83,824 | -3.17% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,385,883 | 196,811 | 0.01% | 0.01% | 9 | +124,201 | 5.49% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,777,675 | 146,640 | 0.02% | 0.02% | 10 | -220,263 | -11.02% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,667,686 | 137,567 | 0.07% | 0.06% | 11 | +227,442 | 15.79% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Added to | 1,539,807 | 127,018 | 0.11% | 0.09% | 12 | +96,091 | 6.66% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,304,192 | 107,582 | 0.02% | 0.01% | 13 | +192,133 | 17.28% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 981,166 | 80,936 | 0.01% | 0.01% | 14 | -209,193 | -17.57% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 936,567 | 77,257 | 0.18% | 0.15% | 15 | +220,842 | 30.86% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 707,986 | 58,401 | 0.01% | 0.0% | 16 | +315,178 | 80.24% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 633,809 | 52,282 | 0.26% | 0.26% | 17 | +43,146 | 7.3% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 608,194 | 50,169 | 0.01% | 0.01% | 18 | -24,138 | -3.82% | Q1 2026 | May 05, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 593,877 | 48,988 | 2.07% | 2.0% | 19 | -20,079 | -3.27% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 579,607 | 47,811 | 0.01% | 0.01% | 20 | +94,139 | 19.39% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 551,177 | 45,409 | 0.01% | 0.01% | 21 | -4,536 | -0.82% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 525,775 | 43,371 | 0.07% | 0.07% | 22 | +90,711 | 20.85% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 524,122 | 43,234 | 0.07% | 0.01% | 23 | +417,500 | 391.57% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 500,505 | 41,286 | 0.03% | 0.03% | 24 | +6,891 | 1.4% | Q1 2026 | May 13, 2026 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 481,063 | 39,682 | 11.13% | 26.23% | 25 | -784,593 | -61.99% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 469,123 | 38,697 | 0.01% | 0.01% | 26 | +120,131 | 34.42% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 464,649 | 38,328 | 0.01% | 0.01% | 27 | -5,862 | -1.25% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 481,751 | 38,227 | 0.0% | 0.0% | 28 | +127,702 | 36.07% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 444,475 | 36,664 | 0.54% | 0.53% | 29 | -22,326 | -4.78% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 434,470 | 35,839 | 0.01% | 0.02% | 30 | -169,624 | -28.08% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 415,108 | 34,242 | 0.01% | 0.0% | 31 | +392,404 | 1728.35% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 406,801 | 33,557 | 0.05% | 0.05% | 32 | -327 | -0.08% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 377,367 | 31,128 | 0.01% | 0.01% | 33 | -6,670 | -1.74% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Added to | 338,412 | 27,915 | 0.03% | 0.01% | 34 | +169,347 | 100.17% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 336,940 | 27,794 | 0.01% | 0.0% | 35 | +190,565 | 130.19% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 328,625 | 27,108 | 0.01% | 0.01% | 36 | +33,569 | 11.38% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 316,683 | 26,123 | 0.02% | 0.02% | 37 | -1,495 | -0.47% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 314,818 | 25,969 | 0.0% | 0.0% | 38 | -5,087 | -1.59% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 305,338 | 25,187 | 0.01% | 0.01% | 39 | +170,137 | 125.84% | Q1 2026 | May 12, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 291,683 | 24,060 | 0.02% | 0.02% | 40 | -6,667 | -2.23% | Q1 2026 | May 14, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 283,097 | 23,352 | 3.1% | 2.65% | 41 | -77,235 | -21.43% | Q1 2026 | May 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 282,757 | 23,324 | 0.11% | 0.11% | 42 | -224,206 | -44.23% | Q1 2026 | May 14, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 295,700 | 23,262 | 1.54% | 1.54% | 43 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 255,494 | 21,075 | 0.02% | 0.02% | 44 | -10,955 | -4.11% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 242,762 | 20,025 | 0.05% | 0.0% | 45 | +217,037 | 843.68% | Q1 2026 | Apr 22, 2026 |
| Walleye Trading LLC | History | Reduced | 234,023 | 19,304 | 0.03% | 0.04% | 46 | -83,877 | -26.38% | Q1 2026 | May 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 233,194 | 19,236 | 0.2% | 0.2% | 47 | +8,972 | 4.0% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 218,893 | 18,042 | 0.02% | 0.02% | 48 | +13,706 | 6.68% | Q1 2026 | May 13, 2026 |
| Foresight Global Investors, Inc. | History | Reduced | 211,095 | 17,413 | 11.31% | 10.86% | 49 | -82,260 | -28.04% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 210,569 | 17,369 | 0.0% | 0.01% | 50 | -50,333 | -19.29% | Q1 2026 | May 13, 2026 |
| Janney Capital Management LLC | History | No change | 219,596 | 17,276 | 1.09% | 1.09% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 206,234 | 17,012 | 0.03% | 0.02% | 52 | +2,478 | 1.22% | Q1 2026 | May 15, 2026 |
| Beck Bode, LLC | History | New | 204,934 | 16,904 | 2.86% | — | 53 | +204,934 | New | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 201,660 | 16,634 | 0.02% | 0.03% | 54 | -159,643 | -44.19% | Q1 2026 | May 15, 2026 |
| Promethos Capital, LLC | History | Reduced | 199,092 | 16,423 | 4.41% | 4.28% | 55 | -340 | -0.17% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 187,427 | 15,460 | 0.03% | 0.0% | 56 | +163,857 | 695.19% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 176,236 | 14,630 | 0.06% | 0.05% | 57 | +9,308 | 5.58% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 174,773 | 14,417 | 0.25% | 0.23% | 58 | +14,013 | 8.72% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 173,240 | 14,290 | 0.04% | 0.04% | 59 | -9,635 | -5.27% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 172,327 | 14,215 | 0.02% | 0.02% | 60 | +6,378 | 3.84% | Q1 2026 | May 14, 2026 |
| American Assets Investment Management, LLC | History | No change | 166,918 | 13,769 | 0.93% | 0.91% | 61 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ethic Inc. | History | Added to | 158,702 | 13,091 | 0.21% | 0.19% | 62 | +4,104 | 2.65% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 148,299 | 12,233 | 0.01% | — | 63 | +148,299 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 147,300 | 12,150 | 0.02% | 0.01% | 64 | +66,600 | 82.53% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 142,229 | 11,730 | 0.01% | 0.01% | 65 | +4,453 | 3.23% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 137,585 | 11,473 | 0.0% | 0.0% | 66 | +12,770 | 10.23% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 137,925 | 11,377 | 0.01% | 0.01% | 67 | -7,337 | -5.05% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 137,845 | 11,370 | 0.18% | 0.09% | 68 | +90,520 | 191.27% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 143,600 | 11,297 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tredje AP-fonden | History | Added to | 133,889 | 11,044 | 0.06% | 0.05% | 70 | +47,020 | 54.13% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 129,896 | 10,715 | 0.02% | 0.01% | 71 | +9,644 | 8.02% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 129,488 | 10,681 | 0.1% | 0.1% | 72 | -1,363 | -1.04% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 116,200 | 9,585 | 0.02% | 0.03% | 73 | -92,000 | -44.19% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 116,003 | 9,569 | 0.08% | 0.05% | 74 | +42,551 | 57.93% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 115,369 | 9,516 | 0.03% | 0.03% | 75 | -4,927 | -4.1% | Q1 2026 | May 12, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 107,448 | 8,863 | 2.39% | 2.96% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 104,460 | 8,616 | 0.02% | 0.02% | 77 | -18,909 | -15.33% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 102,919 | 8,489 | 0.07% | 0.06% | 78 | +3,991 | 4.03% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 102,274 | 8,436 | 0.26% | 0.28% | 79 | +26,088 | 34.24% | Q1 2026 | Apr 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 99,451 | 8,425 | 0.18% | 0.16% | 80 | +1,941 | 1.99% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 95,295 | 7,861 | 0.01% | 0.01% | 81 | -26,717 | -21.9% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 94,683 | 7,810 | 0.0% | 0.01% | 82 | -203,678 | -68.27% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 93,856 | 7,742 | 0.01% | 0.01% | 83 | +16,931 | 22.01% | Q1 2026 | May 08, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 81,642 | 7,400 | 0.02% | 0.06% | 84 | -320,628 | -79.7% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 89,375 | 7,372 | 0.01% | 0.01% | 85 | +1,903 | 2.18% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 87,301 | 7,200 | 0.01% | 0.01% | 86 | -28,327 | -24.5% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 86,944 | 7,172 | 0.02% | 0.04% | 87 | -89,420 | -50.7% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 83,222 | 6,864 | 0.01% | 0.0% | 88 | +20,376 | 32.42% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 79,568 | 6,563 | 0.15% | 0.13% | 89 | +1,110 | 1.41% | Q1 2026 | May 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 77,552 | 6,397 | 0.07% | 0.06% | 90 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Naviter Wealth, LLC | History | Added to | 75,156 | 6,368 | 0.8% | 0.74% | 91 | +2,954 | 4.09% | Q1 2026 | Apr 10, 2026 |
| Compound Planning, Inc. | History | Added to | 75,875 | 6,258 | 0.19% | 0.17% | 92 | +1,241 | 1.66% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Added to | 74,548 | 6,149 | 0.16% | 0.12% | 93 | +20,066 | 36.83% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 74,492 | 6,144 | 0.01% | 0.01% | 94 | +4,991 | 7.18% | Q1 2026 | May 13, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 72,200 | 5,955 | 0.22% | 0.28% | 95 | -28,600 | -28.37% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 70,960 | 5,853 | 0.0% | 0.0% | 96 | -3,418 | -4.6% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 69,462 | 5,729 | 0.0% | 0.0% | 97 | +7,873 | 12.78% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 68,700 | 5,667 | 0.01% | 0.0% | 98 | +35,100 | 104.46% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 67,698 | 5,584 | 0.07% | 0.06% | 99 | +3,834 | 6.0% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 64,196 | 5,295 | 0.01% | 0.01% | 100 | -21,575 | -25.15% | Q1 2026 | May 06, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 63,021 | 5,198 | 0.27% | 0.37% | 101 | -4,301 | -6.39% | Q1 2026 | Apr 15, 2026 |
| Gradient Investments LLC | History | Added to | 60,673 | 5,004 | 0.08% | 0.03% | 102 | +33,115 | 120.16% | Q1 2026 | Apr 13, 2026 |
| Walleye Capital LLC | History | Reduced | 59,574 | 4,914 | 0.02% | 0.03% | 103 | -84,875 | -58.76% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 59,204 | 4,883 | 0.03% | 0.03% | 104 | -2,519 | -4.08% | Q1 2026 | Apr 30, 2026 |
| Old Port Advisors | History | Reduced | 59,040 | 4,870 | 1.12% | 1.15% | 105 | -513 | -0.86% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 58,089 | 4,791 | 0.07% | 0.07% | 106 | -784 | -1.33% | Q1 2026 | Apr 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 56,648 | 4,672 | 0.02% | 0.01% | 107 | +6,972 | 14.03% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 58,865 | 4,630 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Limestone Investment Advisors LP | History | No change | 56,037 | 4,622 | 0.37% | 0.42% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 55,786 | 4,601 | 0.01% | 0.01% | 110 | +14,330 | 34.57% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 55,390 | 4,569 | 0.01% | 0.02% | 111 | -43,259 | -43.85% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 54,678 | 4,510 | 0.07% | 0.05% | 112 | +7,595 | 16.13% | Q1 2026 | May 01, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 54,293 | 4,478 | 0.0% | 0.0% | 113 | +3,251 | 6.37% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 53,905 | 4,446 | 0.01% | 0.01% | 114 | +3,318 | 6.56% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 53,273 | 4,394 | 0.01% | 0.01% | 115 | +5,817 | 12.26% | Q1 2026 | May 06, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 52,892 | 4,363 | 0.45% | 0.41% | 116 | +2 | 0.0% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 52,749 | 4,289 | 0.01% | 0.01% | 117 | -362 | -0.68% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 50,430 | 4,159 | 0.0% | 0.0% | 118 | +41,140 | 442.84% | Q1 2026 | May 13, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 49,900 | 4,116 | 0.08% | 0.09% | 119 | -3,225 | -6.07% | Q1 2026 | May 06, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 43,734 | 3,607 | 0.1% | 0.12% | 120 | -9,967 | -18.56% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 43,702 | 3,605 | 0.02% | 0.02% | 121 | +3,295 | 8.15% | Q1 2026 | Apr 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 43,102 | 3,555 | 0.2% | 0.14% | 122 | +10,538 | 32.36% | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 42,954 | 3,543 | 0.03% | — | 123 | +42,954 | New | Q1 2026 | Apr 07, 2026 |
| Twin Tree Management, LP | History | Reduced | 42,800 | 3,530 | 0.07% | 0.09% | 124 | -90,900 | -67.99% | Q1 2026 | May 14, 2026 |
| Myriad Asset Management Advisors LLC | History | New | 41,198 | 3,491 | 1.03% | — | 125 | +41,198 | New | Q1 2026 | Apr 30, 2026 |
| TrueMark Investments, LLC | History | Added to | 41,955 | 3,460 | 0.67% | 0.55% | 126 | +5,170 | 14.05% | Q1 2026 | Apr 20, 2026 |
| OPAL CAPITAL LLC | History | Added to | 41,955 | 3,460 | 0.61% | 0.72% | 127 | +5,151 | 14.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 39,512 | 3,259 | 0.04% | 0.02% | 128 | +20,564 | 108.53% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 39,060 | 3,222 | 0.01% | 0.0% | 129 | +22,398 | 134.43% | Q1 2026 | Apr 24, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 38,573 | 3,181 | 0.5% | 0.47% | 130 | +1,158 | 3.1% | Q1 2026 | May 13, 2026 |
| AMJ Financial Wealth Management | History | Added to | 38,467 | 3,173 | 0.75% | 0.6% | 131 | +6,219 | 19.28% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 37,589 | 3,169 | 0.01% | 0.0% | 132 | +8,064 | 27.31% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 38,056 | 3,139 | 0.0% | 0.0% | 133 | +36,173 | 1921.03% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 37,223 | 3,071 | 0.0% | 0.01% | 134 | -12,674 | -25.4% | Q1 2026 | May 15, 2026 |
| Qtron Investments LLC | History | Added to | 36,970 | 3,049 | 0.41% | 0.38% | 135 | +19 | 0.05% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 35,190 | 3,030 | 0.01% | 0.01% | 136 | +3,973 | 12.73% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 36,703 | 3,027 | 0.06% | — | 137 | +36,703 | New | Q1 2026 | Apr 27, 2026 |
| Aquatic Capital Management LLC | History | New | 36,677 | 3,025 | 0.09% | — | 138 | +36,677 | New | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 35,828 | 2,955 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 33,961 | 2,874 | 0.0% | 0.0% | 140 | +7,649 | 29.07% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 34,785 | 2,869 | 0.17% | 0.15% | 141 | +2,857 | 8.95% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 34,119 | 2,814 | 0.05% | 0.04% | 142 | +2,887 | 9.24% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 33,903 | 2,796 | 0.01% | 0.01% | 143 | -10 | -0.03% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 33,754 | 2,784 | 0.04% | 0.01% | 144 | +28,578 | 552.13% | Q1 2026 | May 12, 2026 |
| CIBC Asset Management Inc | History | Reduced | 33,642 | 2,732 | 0.01% | 0.01% | 145 | -3,887 | -10.36% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,295 | 2,641 | 0.01% | 0.0% | 146 | -6,482 | -17.16% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 31,948 | 2,635 | 0.08% | 0.07% | 147 | +3,042 | 10.52% | Q1 2026 | Apr 27, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 31,465 | 2,595 | 1.1% | 1.12% | 148 | -2,356 | -6.97% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 31,401 | 2,590 | 0.03% | 0.03% | 149 | -4,000 | -11.3% | Q1 2026 | Apr 24, 2026 |
| Sowell Financial Services LLC | History | Reduced | 31,258 | 2,578 | 0.1% | 0.09% | 150 | -351 | -1.11% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 30,370 | 2,505 | 0.05% | 0.05% | 151 | -2,067 | -6.37% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 30,125 | 2,485 | 0.04% | 0.07% | 152 | -21,113 | -41.21% | Q1 2026 | Apr 14, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 30,123 | 2,484 | 0.01% | 0.01% | 153 | -6,855 | -18.54% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 30,000 | 2,474 | 0.01% | 0.02% | 154 | -17,796 | -37.23% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 29,675 | 2,447 | 0.12% | 0.11% | 155 | +531 | 1.82% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 29,477 | 2,431 | 0.03% | 0.04% | 156 | -10,407 | -26.09% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 28,595 | 2,358 | 0.04% | 0.05% | 157 | -3,894 | -11.99% | Q1 2026 | May 18, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 27,902 | 2,301 | 0.0% | 0.01% | 158 | -24,836 | -47.09% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 27,521 | 2,270 | 0.03% | 0.03% | 160 | +1,209 | 4.59% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 27,519 | 2,270 | 0.07% | 0.07% | 159 | -918 | -3.23% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Added to | 27,385 | 2,258 | 0.01% | 0.01% | 161 | +2,518 | 10.13% | Q1 2026 | May 04, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 27,108 | 2,236 | 0.23% | 0.2% | 162 | -415 | -1.51% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 27,074 | 2,233 | 0.07% | 0.07% | 163 | -335 | -1.22% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 26,876 | 2,217 | 0.02% | 0.02% | 164 | +3,953 | 17.24% | Q1 2026 | May 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 26,351 | 2,188 | 0.03% | 0.03% | 165 | -1,736 | -6.18% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 27,777 | 2,185 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 27,434 | 2,176 | 0.08% | 0.08% | 167 | +1,324 | 5.07% | Q1 2026 | May 15, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 26,192 | 2,160 | 0.11% | 0.11% | 168 | -362 | -1.36% | Q1 2026 | May 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 25,421 | 2,151 | 0.05% | 0.04% | 169 | +2,012 | 8.59% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 25,654 | 2,116 | 0.13% | 0.11% | 170 | +3,959 | 18.25% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,105 | 2,070 | 0.01% | 0.01% | 171 | +1,854 | 7.97% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,874 | 2,051 | 0.0% | 0.0% | 172 | +297 | 1.21% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | Reduced | 24,658 | 2,034 | 0.03% | 0.03% | 173 | -477 | -1.9% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 24,118 | 1,989 | 0.11% | 0.1% | 174 | -217 | -0.89% | Q1 2026 | May 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 23,950 | 1,975 | 0.01% | 0.01% | 175 | +1,044 | 4.56% | Q1 2026 | Apr 24, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 23,662 | 1,951 | 0.04% | 0.03% | 176 | +562 | 2.43% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 23,427 | 1,932 | 0.02% | 0.05% | 177 | -26,337 | -52.92% | Q1 2026 | May 15, 2026 |
| Ted Buchan & Co | History | Added to | 23,296 | 1,921 | 0.7% | 0.64% | 178 | +1,057 | 4.75% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 23,259 | 1,918 | 0.02% | 0.03% | 179 | -1,096 | -4.5% | Q1 2026 | Apr 23, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 23,000 | 1,897 | 0.07% | 0.06% | 180 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 22,863 | 1,885 | 0.02% | 0.02% | 181 | +1,676 | 7.91% | Q1 2026 | Apr 23, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | New | 22,720 | 1,874 | 0.01% | — | 182 | +22,720 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,814 | 1,873 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GABELLI FUNDS LLC | History | No change | 22,700 | 1,872 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 22,542 | 1,859 | 0.1% | 0.1% | 185 | +1,356 | 6.4% | Q1 2026 | Apr 16, 2026 |
| Aperture Investors, LLC | History | New | 22,528 | 1,858 | 0.23% | — | 187 | +22,528 | New | Q1 2026 | May 15, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Added to | 22,528 | 1,858 | 1.26% | 1.05% | 186 | +965 | 4.48% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 22,511 | 1,856 | 0.01% | 0.01% | 188 | -329 | -1.44% | Q1 2026 | May 15, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Reduced | 22,478 | 1,854 | 0.75% | 0.75% | 189 | -415 | -1.81% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 21,714 | 1,853 | 0.01% | 0.04% | 190 | -61,933 | -74.04% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning, LLC | History | New | 22,085 | 1,823 | 0.41% | — | 191 | +22,085 | New | Q1 2026 | May 11, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 22,078 | 1,821 | 0.04% | 0.04% | 192 | +898 | 4.24% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | New | 21,948 | 1,810 | 0.0% | — | 193 | +21,948 | New | Q1 2026 | May 05, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 21,825 | 1,800 | 0.02% | 0.02% | 194 | -1,429 | -6.15% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 19,779 | 1,785 | 0.1% | 0.09% | 195 | +785 | 4.13% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Reduced | 21,038 | 1,735 | 0.01% | 0.01% | 196 | -887 | -4.05% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 20,995 | 1,731 | 0.01% | 0.01% | 197 | -9,361 | -30.84% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,142 | 1,721 | 0.02% | 0.02% | 198 | +486 | 2.47% | Q1 2026 | Apr 07, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 20,423 | 1,684 | 0.09% | 0.09% | 199 | +628 | 3.17% | Q1 2026 | May 11, 2026 |
| Abel Hall, LLC | History | Reduced | 20,017 | 1,651 | 0.35% | 0.41% | 200 | -2,319 | -10.38% | Q1 2026 | Apr 28, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 1,649 | 0.08% | 0.07% | 201 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Virtu Financial LLC | History | Added to | 19,960 | 1,646 | 0.07% | 0.04% | 202 | +6,160 | 44.64% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Reduced | 19,943 | 1,645 | 0.02% | 0.08% | 203 | -16,954 | -45.95% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | New | 19,530 | 1,611 | 0.01% | — | 204 | +19,530 | New | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 19,464 | 1,605 | 0.01% | 0.01% | 205 | +25 | 0.13% | Q1 2026 | May 05, 2026 |
| PCM Encore, LLC | History | Added to | 19,142 | 1,579 | 0.32% | 0.3% | 206 | +1,073 | 5.94% | Q1 2026 | May 12, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 19,045 | 1,571 | 0.87% | 0.98% | 207 | -3,890 | -16.96% | Q1 2026 | Apr 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 18,951 | 1,563 | 0.15% | 0.14% | 208 | +212 | 1.13% | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 18,697 | 1,542 | 0.15% | 0.15% | 209 | +3,509 | 23.1% | Q1 2026 | Apr 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 18,686 | 1,541 | 0.01% | 0.02% | 210 | +2,039 | 12.25% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,605 | 1,534 | 0.01% | 0.0% | 211 | +12,830 | 222.16% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 18,333 | 1,512 | 0.04% | 0.04% | 212 | +414 | 2.31% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,807 | 1,489 | 0.0% | 0.0% | 213 | +8,949 | 90.78% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 17,986 | 1,483 | 0.0% | — | 215 | +17,986 | New | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 17,980 | 1,483 | 0.02% | 0.02% | 214 | +739 | 4.29% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 17,913 | 1,477 | 0.01% | 0.01% | 216 | +1,706 | 10.53% | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Reduced | 17,861 | 1,473 | 0.2% | 0.2% | 217 | -358 | -1.96% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 17,829 | 1,470 | 0.01% | 0.01% | 218 | -86 | -0.48% | Q1 2026 | Apr 27, 2026 |
| PDS Planning, Inc | History | Added to | 16,851 | 1,390 | 0.09% | 0.09% | 219 | +228 | 1.37% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,222 | 1,338 | 0.01% | 0.01% | 220 | +3,055 | 23.2% | Q1 2026 | May 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 16,160 | 1,333 | 0.09% | 0.08% | 221 | -245 | -1.49% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 16,146 | 1,331 | 0.01% | 0.01% | 222 | +363 | 2.3% | Q1 2026 | Apr 15, 2026 |
| Invesco Ltd. | History | Added to | 16,042 | 1,323 | 0.0% | 0.0% | 223 | +5,828 | 57.06% | Q1 2026 | May 12, 2026 |
| Henry James International Management Inc. | History | Added to | 15,380 | 1,268 | 0.46% | 0.36% | 224 | +666 | 4.53% | Q1 2026 | Apr 10, 2026 |
| GAMMA Investing LLC | History | Added to | 15,217 | 1,255 | 0.06% | 0.06% | 225 | +1,289 | 9.25% | Q1 2026 | Apr 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 15,213 | 1,254 | 0.08% | 0.08% | 226 | +345 | 2.32% | Q1 2026 | Apr 27, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 15,183 | 1,252 | 0.11% | 0.12% | 227 | -31 | -0.2% | Q1 2026 | Apr 24, 2026 |
| STATE STREET CORP | History | No change | 14,767 | 1,251 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 14,590 | 1,203 | 0.04% | 0.04% | 229 | -2,270 | -13.46% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,350 | 1,183 | 0.06% | 0.05% | 230 | +1,806 | 14.4% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,220 | 1,173 | 0.02% | 0.02% | 231 | +514 | 3.75% | Q1 2026 | May 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,099 | 1,163 | 0.01% | 0.01% | 232 | +1,742 | 14.1% | Q1 2026 | Apr 27, 2026 |
| Cherokee Insurance Co | History | No change | 13,545 | 1,117 | 0.42% | 0.43% | 233 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Everstar Asset Management, LLC | History | Added to | 13,515 | 1,114 | 0.59% | 0.57% | 234 | +89 | 0.66% | Q1 2026 | Apr 16, 2026 |
| Ascent Group, LLC | History | Added to | 13,489 | 1,112 | 0.04% | 0.03% | 235 | +1,133 | 9.17% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 12,997 | 1,100 | 0.12% | 0.18% | 236 | -2,468 | -15.96% | Q1 2026 | Apr 10, 2026 |
| LVW Advisors, LLC | History | Added to | 13,277 | 1,095 | 0.1% | 0.03% | 237 | +9,877 | 290.5% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,222 | 1,090 | 0.01% | 0.0% | 238 | -102 | -0.77% | Q1 2026 | Apr 24, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 13,078 | 1,078 | 0.02% | 0.02% | 239 | +517 | 4.12% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 12,874 | 1,061 | 0.01% | 0.02% | 240 | -2,464 | -16.06% | Q1 2026 | Apr 08, 2026 |
| Trust Point Inc. | History | Added to | 12,773 | 1,053 | 0.09% | 0.07% | 241 | +2,137 | 20.09% | Q1 2026 | Apr 15, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 12,736 | 1,050 | 0.05% | 0.04% | 242 | +1,550 | 13.86% | Q1 2026 | May 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 12,560 | 1,036 | 0.19% | 0.19% | 243 | +23 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 12,504 | 1,031 | 0.26% | 0.26% | 244 | +59 | 0.47% | Q1 2026 | May 01, 2026 |
| Cornerstone Select Advisors, LLC | History | Reduced | 12,488 | 1,030 | 0.64% | 0.69% | 245 | -120 | -0.95% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,450 | 1,027 | 0.03% | 0.03% | 246 | +3,094 | 33.07% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,429 | 1,025 | 0.01% | 0.01% | 247 | +4,711 | 61.04% | Q1 2026 | Apr 20, 2026 |
| May Hill Capital, LLC | History | Added to | 12,386 | 1,021 | 0.26% | 0.25% | 248 | +674 | 5.75% | Q1 2026 | May 06, 2026 |
| Frec Markets, Inc. | History | Added to | 12,190 | 1,005 | 0.17% | 0.21% | 249 | +3,186 | 35.38% | Q1 2026 | May 13, 2026 |
| Everest Financial Group LLC | History | No change | 12,067 | 995 | 0.16% | 0.21% | 250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Themes Management Co LLC | History | Reduced | 12,052 | 994 | 0.61% | 0.72% | 251 | -143 | -1.17% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Added to | 11,996 | 989 | 0.0% | 0.0% | 252 | +1,012 | 9.21% | Q1 2026 | May 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 11,862 | 978 | 0.09% | 0.09% | 253 | +531 | 4.69% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Added to | 11,780 | 971 | 0.02% | 0.01% | 254 | +478 | 4.23% | Q1 2026 | Apr 27, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 11,534 | 951 | 0.25% | 0.24% | 255 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,521 | 950 | 0.0% | 0.0% | 256 | -1,855 | -13.87% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 11,421 | 942 | 0.23% | 0.22% | 257 | -122 | -1.06% | Q1 2026 | Apr 08, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 11,402 | 940 | 0.1% | 0.09% | 258 | +1,231 | 12.1% | Q1 2026 | May 06, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 11,362 | 937 | 0.22% | 0.21% | 259 | +47 | 0.42% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Reduced | 10,900 | 899 | 0.01% | 0.02% | 260 | -703 | -6.06% | Q1 2026 | May 12, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 10,534 | 868 | 0.09% | 0.08% | 261 | +734 | 7.49% | Q1 2026 | May 07, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 10,476 | 864 | 0.33% | 0.24% | 262 | -1,908 | -15.41% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | Added to | 10,379 | 856 | 0.06% | 0.06% | 263 | +5,521 | 113.65% | Q1 2026 | Apr 28, 2026 |
| Five Oceans Advisors | History | No change | 10,361 | 854 | 0.31% | 0.29% | 264 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clarius Group, LLC | History | No change | 10,800 | 849 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 10,288 | 848 | 0.09% | 0.08% | 266 | +20 | 0.19% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,249 | 845 | 0.02% | 0.01% | 267 | +108 | 1.06% | Q1 2026 | Apr 10, 2026 |
| Traveka Wealth, LLC | History | No change | 10,110 | 833 | 0.32% | 0.32% | 268 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 9,846 | 812 | 0.0% | 0.0% | 269 | -146 | -1.46% | Q1 2026 | May 08, 2026 |
| CHELSEA COUNSEL CO | History | No change | 10,100 | 794 | 0.34% | 0.34% | 270 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 9,322 | 789 | 0.17% | 0.14% | 271 | +7 | 0.08% | Q1 2026 | Apr 13, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 9,469 | 781 | 0.13% | 0.12% | 272 | -45 | -0.47% | Q1 2026 | Apr 28, 2026 |
| West Family Investments, Inc. | History | Reduced | 9,455 | 779 | 0.27% | 0.43% | 273 | -13,602 | -58.99% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,412 | 776 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Papamarkou Wellner Asset Management inc. | History | Added to | 9,352 | 771 | 0.47% | 0.15% | 275 | +6,122 | 189.54% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 8,520 | 769 | 0.02% | 0.02% | 276 | +258 | 3.12% | Q1 2026 | Apr 09, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 9,313 | 768 | 0.14% | 0.13% | 277 | +120 | 1.31% | Q1 2026 | May 05, 2026 |
| Optas, LLC | History | Reduced | 9,298 | 766 | 0.12% | 0.12% | 278 | -127 | -1.35% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 9,059 | 764 | 0.0% | 0.0% | 279 | +733 | 8.8% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 9,212 | 759 | 0.0% | 0.0% | 280 | +6,202 | 206.05% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 9,095 | 750 | 0.03% | 0.02% | 281 | +3,729 | 69.49% | Q1 2026 | Apr 21, 2026 |
| HighMark Wealth Management LLC | History | No change | 9,008 | 743 | 0.3% | 0.29% | 282 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 8,916 | 735 | 0.01% | 0.01% | 283 | +233 | 2.68% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 8,852 | 730 | 0.02% | 0.01% | 284 | -220 | -2.43% | Q1 2026 | May 15, 2026 |
| Tepp RIA, LLC | History | Reduced | 8,849 | 729 | 0.57% | 0.78% | 285 | -1,219 | -12.11% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 8,043 | 728 | 0.04% | 0.04% | 286 | -195 | -2.37% | Q1 2026 | May 14, 2026 |
| American Trust Investment Advisors, LLC | History | Added to | 8,755 | 722 | 0.4% | 0.34% | 287 | +710 | 8.83% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 8,762 | 722 | 0.0% | 0.0% | 288 | +535 | 6.5% | Q1 2026 | May 13, 2026 |
| Allie Family Office LLC | History | No change | 8,504 | 718 | 0.31% | 0.31% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 8,702 | 717 | 0.1% | 0.08% | 290 | +961 | 12.41% | Q1 2026 | May 12, 2026 |
| CenterStar Asset Management, LLC | History | New | 8,632 | 712 | 0.09% | — | 291 | +8,632 | New | Q1 2026 | May 01, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 8,526 | 703 | 0.14% | 0.25% | 292 | -7,218 | -45.85% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 8,189 | 695 | 0.02% | 0.02% | 293 | +2,044 | 33.26% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 8,264 | 675 | 0.0% | 0.0% | 294 | +716 | 9.49% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,087 | 667 | 0.02% | 0.02% | 295 | +346 | 4.47% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,076 | 666 | 0.0% | 0.01% | 296 | -133 | -1.62% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 7,946 | 654 | 0.1% | 0.11% | 297 | -332 | -4.01% | Q1 2026 | Apr 17, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 7,903 | 651 | 0.31% | 0.33% | 298 | -1,774 | -18.33% | Q1 2026 | Apr 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 7,869 | 649 | 0.12% | 0.12% | 299 | +503 | 6.83% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,254 | 647 | 0.01% | 0.01% | 301 | +4,449 | 158.61% | Q1 2026 | May 01, 2026 |