Hercules Capital, Inc. - HTGC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sound Income Strategies, LLC | History | Added to | 3,382,058 | 49,242 | 2.38% | 2.42% | 1 | +678,783 | 25.11% | Q1 2026 | Apr 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 3,163,981 | 46,732 | 0.04% | 0.05% | 2 | -294,296 | -8.51% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,493,992 | 36,836 | 0.01% | 0.01% | 3 | +822,132 | 49.17% | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,922,200 | 36,175 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 2,324,859 | 34,338 | 0.03% | 0.05% | 5 | +561,503 | 31.84% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,235,750 | 33,022 | 0.04% | 0.03% | 6 | +709,224 | 46.46% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,953,871 | 28,858 | 0.0% | 0.0% | 7 | +1,070,576 | 121.2% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,795,677 | 26,522 | 0.01% | 0.01% | 8 | -27,728 | -1.52% | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,548,960 | 22,878 | 0.01% | 0.01% | 9 | +723,423 | 87.63% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 1,498,653 | 22,142 | 0.01% | 0.01% | 10 | +116,569 | 8.43% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,360,685 | 20,097 | 0.0% | 0.0% | 11 | +211,146 | 18.37% | Q1 2026 | May 15, 2026 |
| Muzinich & Co., Inc. | History | Added to | 1,350,125 | 19,941 | 6.97% | 7.9% | 12 | +14,338 | 1.07% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 1,264,616 | 18,678 | 0.0% | 0.0% | 13 | +150,443 | 13.5% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,135,489 | 16,771 | 0.0% | 0.0% | 14 | +160,134 | 16.42% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 1,025,337 | 15,144 | 0.01% | 0.01% | 15 | +6,578 | 0.65% | Q1 2026 | Apr 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 985,160 | 14,550 | 0.01% | 0.01% | 16 | -517,416 | -34.44% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 893,102 | 13,191 | 0.7% | 0.75% | 17 | +133,356 | 17.55% | Q1 2026 | Apr 17, 2026 |
| Advisors Capital Management, LLC | History | Added to | 856,216 | 12,646 | 0.15% | 0.18% | 18 | +27,958 | 3.38% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Reduced | 855,052 | 12,629 | 0.0% | 0.0% | 19 | -477,964 | -35.86% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 878,600 | 12,476 | 0.0% | 0.0% | 20 | +558,385 | 174.38% | Q1 2026 | May 13, 2026 |
| Melia Wealth LLC | History | Reduced | 799,708 | 11,811 | 5.72% | 6.98% | 21 | -2,477 | -0.31% | Q1 2026 | May 08, 2026 |
| ARES MANAGEMENT LLC | History | Added to | 776,606 | 11,470 | 0.76% | 0.22% | 22 | +575,000 | 285.21% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 749,207 | 11,065 | 0.0% | 0.0% | 23 | +8,726 | 1.18% | Q1 2026 | May 11, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 617,833 | 9,125 | 1.38% | 1.72% | 24 | +37,393 | 6.44% | Q1 2026 | Apr 08, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 594,540 | 8,781 | 0.02% | 0.01% | 25 | +191,447 | 47.49% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 501,728 | 7,410 | 0.01% | 0.01% | 26 | -105,412 | -17.36% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 498,830 | 7,367 | 0.05% | 0.0% | 27 | +449,253 | 906.17% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 496,406 | 7,333 | 0.0% | 0.0% | 28 | -147,364 | -22.89% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 495,278 | 7,315 | 0.02% | 0.03% | 29 | +53,962 | 12.23% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 476,568 | 7,038 | 0.0% | 0.0% | 30 | -214,496 | -31.04% | Q1 2026 | May 14, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Added to | 475,000 | 7,037 | 0.12% | 0.13% | 31 | +75,000 | 18.75% | Q1 2026 | Apr 22, 2026 |
| Trexquant Investment LP | History | Added to | 470,541 | 6,949 | 0.05% | 0.07% | 32 | +67,649 | 16.79% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 438,077 | 6,468 | 0.0% | 0.0% | 33 | +52,081 | 13.49% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 391,972 | 5,789 | 0.07% | 0.03% | 34 | +259,284 | 195.41% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 384,372 | 5,677 | 0.0% | 0.0% | 35 | +179,061 | 87.21% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 323,397 | 4,776 | 0.03% | 0.04% | 36 | +14,186 | 4.59% | Q1 2026 | May 05, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 307,016 | 4,534 | 0.08% | 0.12% | 37 | -57,195 | -15.7% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 301,673 | 4,455 | 0.0% | 0.0% | 38 | -1,172 | -0.39% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 301,173 | 4,448 | 0.02% | 0.05% | 39 | -406,478 | -57.44% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 295,373 | 4,362 | 0.0% | 0.0% | 40 | +194,296 | 192.23% | Q1 2026 | May 05, 2026 |
| FJ Capital Management LLC | History | Added to | 277,666 | 4,101 | 0.46% | 0.35% | 41 | +107,682 | 63.35% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 273,343 | 4,037 | 0.06% | 0.08% | 42 | -16,446 | -5.68% | Q1 2026 | Apr 01, 2026 |
| Cetera Investment Advisers | History | Added to | 256,621 | 3,790 | 0.0% | 0.0% | 43 | +41,585 | 19.34% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 250,396 | 3,698 | 0.0% | 0.0% | 44 | +248,739 | 15011.41% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Added to | 240,270 | 3,548 | 0.0% | 0.0% | 45 | +63,897 | 36.23% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 234,092 | 3,457 | 0.0% | 0.0% | 46 | +34 | 0.01% | Q1 2026 | May 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 182,746 | 3,439 | 0.22% | 0.22% | 47 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 231,200 | 3,414 | 0.0% | 0.0% | 48 | -285,137 | -55.22% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 227,010 | 3,352 | 0.0% | 0.0% | 49 | +21,590 | 10.51% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 224,350 | 3,313 | 0.37% | 0.49% | 50 | -8,899 | -3.82% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 223,172 | 3,296 | 0.0% | 0.0% | 51 | +9,339 | 4.37% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 213,346 | 3,151 | 0.0% | 0.01% | 52 | -6,696 | -3.04% | Q1 2026 | Apr 27, 2026 |
| Naviter Wealth, LLC | History | Added to | 210,445 | 3,108 | 0.39% | 0.48% | 53 | +16,482 | 8.5% | Q1 2026 | Apr 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 206,303 | 3,047 | 0.07% | — | 54 | +206,303 | New | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 205,900 | 3,041 | 0.0% | 0.0% | 55 | +82,880 | 67.37% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 197,967 | 2,923 | 0.0% | 0.01% | 56 | +6 | 0.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 196,273 | 2,898 | 0.04% | 0.08% | 57 | -164,819 | -45.64% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 193,310 | 2,855 | 0.0% | 0.0% | 58 | -14,129 | -6.81% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 191,193 | 2,823 | 0.01% | 0.01% | 59 | -4,400 | -2.25% | Q1 2026 | May 08, 2026 |
| Waterloo Capital, L.P. | History | Added to | 186,760 | 2,758 | 0.19% | 0.25% | 60 | +1,441 | 0.78% | Q1 2026 | May 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 184,580 | 2,740 | 0.0% | 0.01% | 61 | -31,016 | -14.39% | Q1 2026 | May 14, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 158,491 | 2,340 | 1.33% | 1.56% | 62 | -4,797 | -2.94% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 157,097 | 2,320 | 0.01% | 0.01% | 63 | -10,593 | -6.32% | Q1 2026 | Apr 30, 2026 |
| SAGE ADVISORS, LLC | History | No change | 119,974 | 2,257 | 1.5% | 1.5% | 64 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 151,940 | 2,244 | 0.0% | 0.0% | 65 | +136,938 | 912.8% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 151,796 | 2,242 | 0.04% | 0.01% | 66 | +132,351 | 680.64% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 144,459 | 2,133 | 0.0% | 0.0% | 67 | +30,852 | 27.16% | Q1 2026 | May 05, 2026 |
| SHARPEPOINT LLC | History | Added to | 142,488 | 2,104 | 1.25% | 1.13% | 68 | +41,867 | 41.61% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 142,061 | 2,098 | 0.0% | 0.0% | 69 | +1,065 | 0.76% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 111,276 | 2,094 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rare Wolf Capital LLC | History | Added to | 130,771 | 1,931 | 1.25% | 0.65% | 71 | +75,742 | 137.64% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 128,549 | 1,898 | 0.01% | 0.03% | 72 | -231,897 | -64.34% | Q1 2026 | May 15, 2026 |
| Significant Wealth Partners LLC | History | New | 125,136 | 1,848 | 2.28% | — | 73 | +125,136 | New | Q1 2026 | Apr 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 124,353 | 1,836 | 0.0% | — | 74 | +124,353 | New | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 122,078 | 1,803 | 0.02% | 0.02% | 75 | +21,365 | 21.21% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 118,634 | 1,752 | 0.01% | 0.01% | 76 | +257 | 0.22% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 113,676 | 1,678 | 0.08% | 0.1% | 77 | +2,565 | 2.31% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 111,276 | 1,643 | 0.0% | — | 78 | +111,276 | New | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | New | 109,084 | 1,611 | 0.02% | — | 80 | +109,084 | New | Q1 2026 | Apr 13, 2026 |
| PEAK6 LLC | History | Reduced | 109,100 | 1,611 | 0.0% | 0.01% | 79 | -101,400 | -48.17% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Reduced | 107,976 | 1,594 | 0.03% | 0.1% | 81 | -85,328 | -44.14% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 107,492 | 1,588 | 0.08% | 0.09% | 82 | +1,098 | 1.03% | Q1 2026 | May 18, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 106,912 | 1,579 | 0.01% | 0.01% | 83 | +22,933 | 27.31% | Q1 2026 | Apr 23, 2026 |
| S&T BANK/PA | History | Reduced | 106,315 | 1,570 | 0.59% | 1.18% | 84 | -91,578 | -46.28% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 104,541 | 1,544 | 0.01% | 0.01% | 85 | -30,936 | -22.83% | Q1 2026 | Apr 24, 2026 |
| Triad Investment Management | History | Added to | 104,563 | 1,544 | 1.82% | 1.98% | 86 | +500 | 0.48% | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 100,895 | 1,490 | 0.03% | 0.04% | 87 | +14,012 | 16.13% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 100,693 | 1,487 | 0.01% | 0.01% | 88 | +47,158 | 88.09% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 100,251 | 1,480 | 0.0% | 0.0% | 89 | +554 | 0.56% | Q1 2026 | May 15, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 78,420 | 1,475 | 0.96% | 0.96% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 98,333 | 1,452 | 0.3% | 0.36% | 91 | +8,736 | 9.75% | Q1 2026 | May 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 96,700 | 1,428 | 0.49% | 0.73% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 124,677 | 1,420 | 0.1% | 0.1% | 93 | +15,122 | 13.8% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 94,616 | 1,397 | 0.07% | 0.1% | 94 | -3,721 | -3.78% | Q1 2026 | Apr 15, 2026 |
| Truvestments Capital LLC | History | Reduced | 93,754 | 1,384 | 0.25% | 0.62% | 95 | -87,972 | -48.41% | Q1 2026 | May 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 90,672 | 1,339 | 0.03% | — | 96 | +90,672 | New | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 69,574 | 1,309 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 86,233 | 1,273 | 0.0% | 0.0% | 98 | -115,152 | -57.18% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 84,349 | 1,245 | 0.03% | 0.03% | 99 | +16,059 | 23.52% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 82,022 | 1,211 | 0.01% | 0.01% | 100 | -27,875 | -25.36% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Added to | 81,862 | 1,209 | 0.25% | 0.04% | 101 | +72,257 | 752.29% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 79,899 | 1,180 | 0.09% | 0.1% | 102 | +8,330 | 11.64% | Q1 2026 | Apr 20, 2026 |
| Invesco Ltd. | History | Reduced | 78,563 | 1,160 | 0.0% | 0.0% | 103 | -1,087 | -1.36% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 77,549 | 1,145 | 0.0% | 0.0% | 104 | +10,755 | 16.1% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Reduced | 77,178 | 1,139 | 0.0% | 0.0% | 105 | -1,696 | -2.15% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 76,856 | 1,135 | 0.01% | 0.0% | 106 | +36,555 | 90.7% | Q1 2026 | May 15, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 76,767 | 1,133 | 0.46% | 0.51% | 107 | +12,267 | 19.02% | Q1 2026 | May 12, 2026 |
| Walleye Trading LLC | History | Reduced | 76,600 | 1,131 | 0.0% | 0.0% | 108 | -101,195 | -56.92% | Q1 2026 | May 08, 2026 |
| ROMANO BROTHERS AND COMPANY | History | New | 75,900 | 1,121 | 0.13% | — | 109 | +75,900 | New | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 71,116 | 1,059 | 0.0% | 0.0% | 110 | -31,843 | -30.93% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 68,784 | 1,015 | 0.0% | 0.0% | 111 | +5,790 | 9.19% | Q1 2026 | May 12, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 66,999 | 990 | 1.18% | 1.44% | 112 | -11,513 | -14.66% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 66,525 | 982 | 0.01% | 0.01% | 113 | +24,078 | 56.72% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Added to | 65,539 | 968 | 0.15% | 0.14% | 114 | +17,022 | 35.08% | Q1 2026 | Apr 09, 2026 |
| CMH Wealth Management LLC | History | New | 65,120 | 961 | 0.16% | — | 115 | +65,120 | New | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 64,717 | 955 | 0.02% | 0.02% | 116 | +6,144 | 10.49% | Q1 2026 | May 18, 2026 |
| Quantbot Technologies LP | History | Reduced | 63,983 | 945 | 0.04% | 0.13% | 117 | -149,706 | -70.06% | Q1 2026 | May 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 63,707 | 940 | 0.31% | 0.33% | 119 | +9,493 | 17.51% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 63,711 | 940 | 0.0% | 0.0% | 118 | -847 | -1.31% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 62,830 | 928 | 0.0% | 0.01% | 120 | -5,164 | -7.59% | Q1 2026 | Apr 30, 2026 |
| Abundance Wealth Counselors | History | Added to | 62,147 | 917 | 0.13% | 0.2% | 121 | +538 | 0.87% | Q1 2026 | Apr 22, 2026 |
| DnB Asset Management AS | History | Reduced | 59,801 | 883 | 0.0% | 0.01% | 122 | -48,121 | -44.59% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 59,045 | 872 | 0.45% | 0.43% | 123 | +23,491 | 66.07% | Q1 2026 | Apr 30, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 58,770 | 865 | 0.24% | 0.26% | 124 | +3,403 | 6.15% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 55,412 | 818 | 0.05% | 0.06% | 125 | -1,327 | -2.34% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 55,239 | 815 | 0.09% | 0.13% | 126 | -8,417 | -13.22% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 54,761 | 813 | 0.04% | 0.05% | 127 | -622 | -1.12% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 53,984 | 797 | 0.0% | 0.0% | 128 | -2,469 | -4.37% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 52,069 | 769 | 0.02% | 0.03% | 129 | -7,283 | -12.27% | Q1 2026 | May 04, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 51,378 | 758 | 0.04% | 0.01% | 130 | +40,622 | 377.67% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 49,061 | 724 | 0.04% | 0.06% | 131 | +1,096 | 2.28% | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 48,527 | 716 | 0.01% | 0.01% | 132 | +14,932 | 44.45% | Q1 2026 | May 11, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 48,000 | 708 | 0.17% | 0.28% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 45,142 | 666 | 0.56% | — | 134 | +45,142 | New | Q1 2026 | May 12, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 45,000 | 664 | 0.24% | 0.23% | 135 | +10,000 | 28.57% | Q1 2026 | May 04, 2026 |
| Mirador Capital Partners LP | History | Added to | 44,700 | 660 | 0.09% | 0.11% | 136 | +1,083 | 2.48% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 44,381 | 655 | 0.0% | 0.0% | 137 | +11,030 | 33.07% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 43,317 | 639 | 0.0% | 0.0% | 138 | -1,880 | -4.16% | Q1 2026 | May 14, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 607 | 606 | 1.84% | 1.57% | 139 | -40,458 | -98.52% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 40,742 | 601 | 0.0% | 0.0% | 140 | -756 | -1.82% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 40,640 | 600 | 0.02% | 0.03% | 141 | +1,000 | 2.52% | Q1 2026 | May 15, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 40,565 | 599 | 0.01% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fieldview Capital Management, LLC | History | New | 40,418 | 596 | 0.17% | — | 143 | +40,418 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | No change | 40,284 | 594 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Added to | 39,741 | 586 | 0.15% | 0.2% | 145 | +688 | 1.76% | Q1 2026 | Apr 08, 2026 |
| Empowered Funds, LLC | History | New | 39,643 | 585 | 0.0% | — | 146 | +39,643 | New | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 39,470 | 582 | 0.02% | 0.03% | 147 | -12,865 | -24.58% | Q1 2026 | May 15, 2026 |
| Access Investment Management LLC | History | No change | 38,200 | 564 | 0.15% | 0.19% | 148 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Dakota Wealth Management | History | Reduced | 37,710 | 556 | 0.01% | 0.01% | 149 | -125 | -0.33% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | No change | 37,182 | 549 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 37,120 | 548 | 0.0% | 0.0% | 151 | +3,700 | 11.07% | Q1 2026 | May 15, 2026 |
| Haven Private, LLC | History | Added to | 36,082 | 532 | 0.23% | 0.2% | 152 | +11,457 | 46.53% | Q1 2026 | May 05, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 35,000 | 517 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Palogic Value Management, L.P. | History | New | 34,783 | 513 | 0.22% | — | 154 | +34,783 | New | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 34,656 | 511 | 0.14% | 0.17% | 155 | +1,138 | 3.4% | Q1 2026 | May 14, 2026 |
| J.M. Arbour, LLC | History | Reduced | 33,641 | 496 | 0.48% | 1.31% | 156 | -35,962 | -51.67% | Q1 2026 | Apr 21, 2026 |
| MQS Management LLC | History | Reduced | 32,520 | 480 | 0.32% | 0.43% | 157 | -6,130 | -15.86% | Q1 2026 | Apr 23, 2026 |
| Americana Partners, LLC | History | No change | 32,250 | 476 | 0.01% | 0.02% | 158 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 31,479 | 464 | 0.0% | 0.0% | 159 | -689 | -2.14% | Q1 2026 | Apr 24, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 30,993 | 457 | 0.31% | 0.39% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Monument Capital Management | History | Reduced | 30,873 | 455 | 0.11% | 0.14% | 161 | -87 | -0.28% | Q1 2026 | Apr 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 31,986 | 454 | 0.08% | 0.07% | 162 | +7,632 | 31.34% | Q1 2026 | May 12, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 28,175 | 441 | 0.28% | 0.38% | 163 | -2,000 | -6.63% | Q1 2026 | Apr 16, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 29,845 | 440 | 0.45% | 0.16% | 164 | +15,634 | 110.01% | Q1 2026 | May 11, 2026 |
| BigSur Wealth Management LLC | History | No change | 29,500 | 435 | 0.12% | 0.13% | 165 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 29,224 | 431 | 0.0% | 0.0% | 166 | -1,309 | -4.29% | Q1 2026 | Apr 27, 2026 |
| Magnetar Financial LLC | History | Reduced | 28,919 | 427 | 0.0% | 0.01% | 167 | -34,651 | -54.51% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 28,876 | 426 | 0.01% | 0.01% | 168 | +4,160 | 16.83% | Q1 2026 | Apr 23, 2026 |
| Balboa Wealth Partners | History | Reduced | 28,477 | 420 | 0.07% | 0.1% | 169 | -2,540 | -8.19% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 27,989 | 413 | 0.0% | 0.0% | 170 | +1,121 | 4.17% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | New | 27,414 | 404 | 0.02% | — | 172 | +27,414 | New | Q1 2026 | May 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 27,400 | 404 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 25,523 | 376 | 0.01% | 0.01% | 173 | +13,019 | 104.12% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | New | 24,882 | 367 | 0.03% | — | 174 | +24,882 | New | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 24,686 | 364 | 0.0% | 0.01% | 175 | -22,744 | -47.95% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 24,308 | 360 | 0.0% | 0.0% | 176 | -16,411 | -40.3% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | No change | 24,200 | 357 | 0.02% | 0.03% | 177 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Core Wealth Partners LLC | History | No change | 24,153 | 356 | 0.17% | 0.2% | 178 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investment Research Partners LLC | History | Added to | 24,085 | 355 | 0.14% | 0.18% | 179 | +1,788 | 8.02% | Q1 2026 | Apr 29, 2026 |
| ADIRONDACK TRUST CO | History | New | 24,000 | 354 | 0.12% | — | 180 | +24,000 | New | Q1 2026 | Apr 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 23,836 | 352 | 0.0% | 0.01% | 181 | -574 | -2.35% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 23,746 | 350 | 0.0% | 0.0% | 182 | -3,344 | -12.34% | Q1 2026 | May 04, 2026 |
| Accredited Investors Inc. | History | No change | 23,000 | 339 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFC Advisors LLC | History | New | 22,721 | 335 | 0.05% | — | 184 | +22,721 | New | Q1 2026 | May 04, 2026 |
| Principle Wealth Partners LLC | History | Added to | 22,235 | 328 | 0.02% | 0.02% | 185 | +2,850 | 14.7% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 21,032 | 326 | 0.01% | — | 186 | +21,032 | New | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 20,917 | 324 | 0.05% | 0.01% | 187 | -1,086 | -4.94% | Q1 2026 | May 01, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 21,802 | 322 | 0.04% | 0.06% | 188 | -2,200 | -9.17% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 21,567 | 318 | 0.0% | — | 189 | +21,567 | New | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | New | 21,567 | 318 | 0.06% | — | 190 | +21,567 | New | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 21,122 | 311 | 0.0% | 0.0% | 191 | +6,498 | 44.43% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 20,675 | 305 | 0.0% | 0.01% | 192 | -4,584 | -18.15% | Q1 2026 | May 08, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 20,387 | 301 | 0.08% | 0.09% | 193 | +120 | 0.59% | Q1 2026 | May 08, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 20,000 | 295 | 0.23% | 0.31% | 194 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 19,920 | 294 | 0.0% | 0.0% | 195 | +8,175 | 69.6% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 19,634 | 289 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RMR Wealth Builders | History | Reduced | 19,561 | 288 | 0.02% | 0.03% | 197 | -680 | -3.36% | Q1 2026 | Apr 22, 2026 |
| Virtu Financial LLC | History | New | 19,387 | 286 | 0.01% | — | 198 | +19,387 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 18,995 | 280 | 0.0% | 0.0% | 199 | +15 | 0.08% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 18,893 | 279 | 0.01% | 0.01% | 200 | -832 | -4.22% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 18,632 | 275 | 0.01% | 0.02% | 201 | -2,418 | -11.49% | Q1 2026 | Apr 23, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 18,000 | 265 | 0.0% | — | 202 | +18,000 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 18,166 | 264 | 0.0% | 0.0% | 203 | +4,870 | 36.63% | Q1 2026 | Apr 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 16,929 | 250 | 0.04% | 0.03% | 204 | +6,550 | 63.11% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 16,121 | 238 | 0.02% | 0.03% | 205 | -1,612 | -9.09% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 16,059 | 237 | 0.0% | — | 206 | +16,059 | New | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 15,592 | 230 | 0.0% | — | 207 | +15,592 | New | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 15,321 | 226 | 0.0% | 0.0% | 208 | -190 | -1.22% | Q1 2026 | Apr 27, 2026 |
| Cascade Financial Partners, LLC | History | No change | 15,293 | 225 | 0.02% | 0.03% | 209 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Penbrook Management LLC | History | Added to | 15,060 | 222 | 0.17% | 0.19% | 210 | +293 | 1.98% | Q1 2026 | Apr 21, 2026 |
| Allie Family Office LLC | History | No change | 15,000 | 221 | 0.1% | 0.13% | 211 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 14,803 | 218 | 0.01% | 0.01% | 212 | +3 | 0.02% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Added to | 14,595 | 215 | 0.02% | 0.02% | 213 | +4,398 | 43.13% | Q1 2026 | Apr 23, 2026 |
| ORG Partners LLC | History | No change | 11,425 | 215 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,513 | 214 | 0.0% | 0.0% | 215 | +834 | 6.1% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 14,355 | 212 | 0.0% | 0.0% | 216 | -50,240 | -77.78% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 14,436 | 210 | 0.0% | 0.0% | 218 | +616 | 4.46% | Q1 2026 | May 14, 2026 |
| Colonial River Investments, LLC | History | Reduced | 14,222 | 210 | 0.08% | 0.1% | 217 | -285 | -1.96% | Q1 2026 | Apr 27, 2026 |
| Annex Advisory Services, LLC | History | Added to | 14,019 | 207 | 0.0% | 0.01% | 219 | +15 | 0.11% | Q1 2026 | Apr 16, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 13,915 | 205 | 0.03% | — | 220 | +13,915 | New | Q1 2026 | Apr 20, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 13,832 | 204 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INVESTED ADVISORS | History | Added to | 13,762 | 203 | 0.2% | 0.26% | 222 | +291 | 2.16% | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 13,436 | 198 | 0.0% | 0.0% | 223 | -508 | -3.64% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,367 | 197 | 0.0% | 0.0% | 224 | +1,840 | 15.96% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 13,287 | 196 | 0.01% | 0.01% | 225 | +349 | 2.7% | Q1 2026 | Apr 21, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 13,239 | 195 | 0.01% | 0.02% | 226 | +394 | 3.07% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,034 | 192 | 0.0% | 0.02% | 227 | -84,701 | -86.66% | Q1 2026 | Apr 20, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 12,978 | 191 | 0.16% | 0.2% | 228 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 12,908 | 190 | 0.01% | — | 230 | +12,908 | New | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 12,879 | 190 | 0.01% | 0.02% | 229 | +392 | 3.14% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | No change | 12,817 | 189 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | New | 12,774 | 188 | 0.01% | — | 232 | +12,774 | New | Q1 2026 | Apr 09, 2026 |
| Register Financial Advisors LLC | History | Reduced | 12,391 | 183 | 0.07% | 0.1% | 233 | -971 | -7.27% | Q1 2026 | Apr 15, 2026 |
| Wealthfront Advisers LLC | History | New | 12,374 | 182 | 0.0% | — | 234 | +12,374 | New | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | No change | 12,198 | 180 | 0.01% | 0.02% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 12,150 | 179 | 0.04% | — | 236 | +12,150 | New | Q1 2026 | May 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 12,089 | 178 | 0.05% | — | 237 | +12,089 | New | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | New | 11,994 | 177 | 0.0% | — | 240 | +11,994 | New | Q1 2026 | May 12, 2026 |
| Global Endowment Management, LP | History | Reduced | 12,000 | 177 | 0.02% | 0.05% | 238 | -8,000 | -40.0% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 12,000 | 177 | 0.04% | 0.05% | 239 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 11,896 | 175 | 0.0% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 11,750 | 173 | 0.0% | — | 242 | +11,750 | New | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 11,515 | 170 | 0.0% | 0.01% | 243 | -2,700 | -18.99% | Q1 2026 | May 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,548 | 170 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,436 | 168 | 0.0% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARGA Investment Management, LP | History | No change | 11,223 | 165 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | New | 11,133 | 164 | 0.01% | — | 247 | +11,133 | New | Q1 2026 | Apr 28, 2026 |
| Sovereign Financial Group, Inc. | History | New | 10,755 | 158 | 0.03% | — | 250 | +10,755 | New | Q1 2026 | Apr 17, 2026 |
| Wealth Architects, LLC | History | New | 10,736 | 158 | 0.01% | — | 248 | +10,736 | New | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | New | 10,717 | 158 | 0.09% | — | 251 | +10,717 | New | Q1 2026 | Apr 23, 2026 |
| Bridgefront Capital, LLC | History | New | 10,706 | 158 | 0.04% | — | 249 | +10,706 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,667 | 157 | 0.0% | 0.0% | 252 | -2,534 | -19.2% | Q1 2026 | Apr 30, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 10,528 | 155 | 0.03% | — | 254 | +10,528 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 10,547 | 155 | 0.0% | 0.0% | 253 | -175 | -1.63% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Reduced | 10,370 | 153 | 0.0% | 0.0% | 255 | -378 | -3.52% | Q1 2026 | Apr 16, 2026 |
| Avail Investment Partners, LLC | History | New | 10,323 | 152 | 0.16% | — | 257 | +10,323 | New | Q1 2026 | May 13, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 10,309 | 152 | 0.02% | 0.03% | 256 | -396 | -3.7% | Q1 2026 | Apr 23, 2026 |
| Left Brain Wealth Management, LLC | History | Reduced | 10,200 | 150 | 0.06% | 1.93% | 258 | -285,553 | -96.55% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 10,032 | 148 | 0.01% | — | 259 | +10,032 | New | Q1 2026 | Apr 28, 2026 |
| SIG BROKERAGE, LP | History | New | 10,000 | 147 | 0.0% | — | 261 | +10,000 | New | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | New | 10,000 | 147 | 0.06% | — | 262 | +10,000 | New | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 10,000 | 147 | 0.0% | 0.0% | 260 | -5,663 | -36.16% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 9,741 | 143 | 0.0% | 0.0% | 263 | +603 | 6.6% | Q1 2026 | Apr 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 9,607 | 141 | 0.01% | 0.01% | 264 | +4,346 | 82.61% | Q1 2026 | Apr 10, 2026 |
| Hillsdale Investment Management Inc. | History | New | 8,620 | 127 | 0.0% | — | 265 | +8,620 | New | Q1 2026 | May 04, 2026 |
| AREX Capital Management, LP | History | New | 8,000 | 118 | 0.19% | — | 266 | +8,000 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,821 | 115 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 7,561 | 111 | 0.0% | 0.0% | 269 | +1,889 | 33.3% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 8,063 | 111 | 0.0% | 0.0% | 268 | -427 | -5.03% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 7,090 | 104 | 0.02% | 0.02% | 270 | +1,035 | 17.09% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,075 | 104 | 0.0% | 0.0% | 271 | -1,000 | -12.38% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 6,908 | 102 | 0.03% | 0.06% | 272 | -3,920 | -36.2% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 6,549 | 96 | 0.05% | 0.06% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 6,234 | 92 | 0.04% | 0.04% | 274 | +1,648 | 35.94% | Q1 2026 | May 05, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 6,449 | 91 | 0.0% | 0.96% | 276 | -21,359 | -76.81% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 6,167 | 91 | 0.0% | 0.0% | 275 | +454 | 7.95% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 5,858 | 86 | 0.01% | 0.05% | 277 | -24,596 | -80.76% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,784 | 85 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 5,500 | 81 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | Reduced | 5,376 | 79 | 0.05% | 0.16% | 280 | -2,967 | -35.56% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,975 | 73 | 0.0% | 0.0% | 281 | -1,500 | -23.17% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,913 | 72 | 0.0% | 0.0% | 282 | +2,107 | 75.09% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Reduced | 4,417 | 65 | 0.07% | 0.1% | 284 | -2,824 | -39.0% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Reduced | 4,436 | 65 | 0.0% | 0.0% | 283 | -588 | -11.7% | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | No change | 4,240 | 62 | 0.05% | 0.07% | 285 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 3,998 | 59 | 0.01% | 0.02% | 286 | +105 | 2.7% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,000 | 59 | 0.0% | 0.0% | 287 | -20 | -0.5% | Q1 2026 | Apr 20, 2026 |
| Sankala Group LLC | History | Added to | 4,132 | 57 | 0.05% | 0.05% | 288 | +109 | 2.71% | Q1 2026 | Mar 31, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,811 | 56 | 0.01% | 0.02% | 289 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Kozak & Associates, Inc. | History | Added to | 3,610 | 55 | 0.01% | 0.01% | 290 | +95 | 2.7% | Q1 2026 | Apr 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,520 | 51 | 0.0% | 0.0% | 291 | -137,761 | -97.51% | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 3,500 | 51 | 0.03% | — | 293 | +3,500 | New | Q1 2026 | May 12, 2026 |
| Security National Bank | History | No change | 3,508 | 51 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 3,435 | 50 | 0.0% | — | 294 | +3,435 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,322 | 49 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,267 | 48 | 0.02% | 0.02% | 296 | +86 | 2.7% | Q1 2026 | Apr 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 3,000 | 44 | 0.0% | — | 299 | +3,000 | New | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 2,921 | 44 | 0.0% | 0.0% | 297 | +77 | 2.71% | Q1 2026 | Apr 28, 2026 |
| WFA of San Diego, LLC | History | No change | 3,000 | 44 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,881 | 42 | 0.0% | 0.01% | 300 | -500 | -14.79% | Q1 2026 | Apr 30, 2026 |