ImmunityBio, Inc. - IBRX
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.
Details.
Showing first 300 of
430 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 26,346,443 | 202,077 | 0.0% | 0.0% | 1 | +745,224 | 2.91% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 17,708,103 | 135,821 | 0.0% | 0.0% | 2 | +1,252,400 | 7.61% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 16,322,844 | 125,196 | 0.01% | — | 3 | +16,322,844 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 15,127,714 | 116,029 | 0.0% | — | 4 | +15,127,714 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 12,571,597 | 96,424 | 0.06% | — | 5 | +12,571,597 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 8,696,276 | 66,700 | 0.01% | 0.0% | 6 | +3,233,977 | 59.21% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 32,777,257 | 64,898 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 8,031,921 | 61,616 | 0.0% | 0.0% | 8 | +111,743 | 1.41% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,135,878 | 39,392 | 0.01% | 0.0% | 9 | +3,464,104 | 207.21% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 4,385,500 | 33,636 | 0.03% | 0.01% | 10 | -332,343 | -7.04% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Added to | 4,338,800 | 33,278 | 0.07% | 0.0% | 11 | +4,078,800 | 1568.77% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 4,018,869 | 30,824 | 0.0% | 0.0% | 12 | -1,087,345 | -21.29% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 3,925,446 | 30,108 | 0.08% | — | 13 | +3,925,446 | New | Q1 2026 | May 14, 2026 |
| Woodline Partners LP | History | Added to | 3,447,346 | 26,441 | 0.1% | 0.03% | 14 | +806 | 0.02% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,237,078 | 24,828 | 0.0% | 0.0% | 15 | -2,915,606 | -47.39% | Q1 2026 | May 15, 2026 |
| GREAT POINT PARTNERS LLC | History | New | 3,000,800 | 23,016 | 5.29% | — | 16 | +3,000,800 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,944,888 | 22,587 | 0.0% | 0.0% | 17 | +949,281 | 47.57% | Q1 2026 | May 05, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 2,927,552 | 22,454 | 0.09% | — | 18 | +2,927,552 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,504,781 | 19,211 | 0.0% | 0.0% | 19 | +274,669 | 12.32% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,477,941 | 19,005 | 0.0% | 0.0% | 20 | -23,725 | -0.95% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,447,843 | 18,774 | 0.0% | 0.0% | 21 | +65,340 | 2.74% | Q1 2026 | May 15, 2026 |
| SEB Asset Management AB | History | New | 2,447,150 | 18,769 | 0.08% | — | 22 | +2,447,150 | New | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,354,332 | 18,057 | 0.0% | 0.0% | 23 | -12,547,292 | -84.2% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 2,123,128 | 16,284 | 0.0% | — | 24 | +2,123,128 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 2,079,700 | 15,951 | 0.0% | 0.0% | 25 | -364,463 | -14.91% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,648,556 | 12,644 | 0.06% | 0.0% | 26 | +1,487,482 | 923.48% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,486,049 | 11,399 | 0.0% | 0.0% | 27 | +1,404,922 | 1731.76% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,444,044 | 11,075 | 0.0% | 0.0% | 28 | +1,325,616 | 1119.34% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | New | 1,386,591 | 10,635 | 0.02% | — | 29 | +1,386,591 | New | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,489,509 | 9,920 | 0.0% | 0.0% | 30 | +269,630 | 22.1% | Q1 2026 | May 13, 2026 |
| Affinity Asset Advisors, LLC | History | New | 1,250,000 | 9,587 | 0.5% | — | 31 | +1,250,000 | New | Q1 2026 | May 14, 2026 |
| Voleon Capital Management LP | History | Reduced | 1,157,158 | 8,875 | 0.19% | 0.06% | 32 | -357,428 | -23.6% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 946,709 | 7,261 | 0.01% | 0.0% | 33 | +910,062 | 2483.32% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 879,571 | 6,746 | 0.0% | 0.0% | 34 | +246,477 | 38.93% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 864,630 | 6,631 | 0.0% | 0.0% | 35 | +375,571 | 76.79% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 831,430 | 6,377 | 0.0% | 0.0% | 36 | -50,897 | -5.77% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 749,021 | 5,744 | 0.01% | — | 37 | +749,021 | New | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 830,137 | 5,585 | 0.01% | 0.0% | 38 | +796,470 | 2365.73% | Q1 2026 | Apr 22, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 717,524 | 5,503 | 0.44% | 0.14% | 39 | -127,560 | -15.09% | Q1 2026 | May 13, 2026 |
| ALLEN HOLDING INC /NY | History | No change | 687,571 | 5,273 | 0.52% | 0.13% | 40 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Swiss National Bank | History | Added to | 682,400 | 5,234 | 0.0% | 0.0% | 41 | +30,000 | 4.6% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Added to | 662,100 | 5,078 | 0.03% | 0.0% | 42 | +584,982 | 758.55% | Q1 2026 | May 15, 2026 |
| Kercheville Advisors, LLC | History | Added to | 643,137 | 4,932 | 1.58% | 1.12% | 43 | +58,963 | 10.09% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 608,774 | 4,668 | 0.0% | 0.0% | 44 | +524,074 | 618.74% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | New | 600,000 | 4,602 | 0.03% | — | 45 | +600,000 | New | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | New | 586,734 | 4,500 | 0.34% | — | 46 | +586,734 | New | Q1 2026 | May 20, 2026 |
| D.A. DAVIDSON & CO. | History | New | 558,209 | 4,281 | 0.03% | — | 47 | +558,209 | New | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 552,025 | 4,234 | 0.48% | 0.14% | 48 | -79,950 | -12.65% | Q1 2026 | Apr 16, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 545,404 | 4,183 | 0.02% | 0.0% | 49 | -61,926 | -10.2% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 532,675 | 4,085 | 0.0% | 0.0% | 50 | +71,499 | 15.5% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 521,221 | 3,997 | 0.0% | 0.0% | 51 | +5,301 | 1.03% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 491,093 | 3,766 | 0.0% | 0.0% | 52 | +404,020 | 464.0% | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 407,444 | 3,125 | 0.11% | 0.03% | 53 | +4,805 | 1.19% | Q1 2026 | May 13, 2026 |
| Headlands Technologies LLC | History | New | 397,170 | 3,046 | 0.35% | — | 54 | +397,170 | New | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 389,102 | 2,984 | 0.05% | — | 55 | +389,102 | New | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 407,592 | 2,967 | 0.08% | 0.02% | 56 | +136,138 | 50.15% | Q1 2026 | Apr 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 386,334 | 2,963 | 0.0% | 0.0% | 57 | +69,215 | 21.83% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 375,701 | 2,881 | 0.0% | 0.0% | 58 | +164,466 | 77.86% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 362,055 | 2,776 | 0.0% | 0.0% | 59 | +34,453 | 10.52% | Q1 2026 | May 12, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 357,747 | 2,743 | 0.76% | 0.16% | 60 | +68,166 | 23.54% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 349,522 | 2,680 | 0.0% | 0.0% | 61 | +129,691 | 59.0% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 345,700 | 2,651 | 0.02% | 0.01% | 62 | +34,000 | 10.91% | Q1 2026 | May 06, 2026 |
| Informed Momentum Co LLC | History | New | 322,635 | 2,474 | 0.29% | — | 63 | +322,635 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 316,014 | 2,423 | 0.0% | 0.0% | 64 | +303,493 | 2423.87% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Added to | 302,700 | 2,321 | 0.03% | 0.0% | 65 | +292,168 | 2774.1% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 294,831 | 2,262 | 0.0% | 0.0% | 66 | +136,589 | 86.32% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,142,256 | 2,261 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 284,704 | 2,184 | 0.01% | 0.0% | 68 | -5,873 | -2.02% | Q1 2026 | Apr 30, 2026 |
| MOR Wealth Management, LLC | History | Added to | 283,247 | 2,172 | 1.0% | 0.23% | 69 | +33,982 | 13.63% | Q1 2026 | Apr 24, 2026 |
| Sculptor Capital LP | History | Reduced | 278,400 | 2,135 | 0.02% | 0.03% | 70 | -960,600 | -77.53% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 269,321 | 2,065 | 0.0% | 0.0% | 71 | +215,363 | 399.13% | Q1 2026 | May 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | New | 268,797 | 2,061 | 0.92% | — | 72 | +268,797 | New | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 268,370 | 2,058 | 0.0% | 0.0% | 74 | +252,230 | 1562.76% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 268,356 | 2,058 | 0.0% | 0.0% | 73 | +157,845 | 142.83% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 267,490 | 2,051 | 0.0% | 0.0% | 75 | +84,654 | 46.3% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | New | 262,298 | 2,012 | 0.08% | — | 76 | +262,298 | New | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 398,400 | 1,992 | 0.01% | 0.0% | 77 | +395,227 | 12455.94% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 253,692 | 1,945 | 0.0% | 0.0% | 78 | -38,776 | -13.26% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 252,348 | 1,935 | 0.0% | 0.0% | 79 | +168,810 | 202.08% | Q1 2026 | May 15, 2026 |
| Carr Financial Group Corp | History | New | 251,628 | 1,929 | 0.51% | — | 80 | +251,628 | New | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 243,008 | 1,863 | 0.07% | 0.01% | 81 | +18,324 | 8.16% | Q1 2026 | Apr 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 241,941 | 1,855 | 0.01% | 0.0% | 82 | +1,727 | 0.72% | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 241,057 | 1,848 | 0.0% | — | 83 | +241,057 | New | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | New | 240,825 | 1,847 | 0.0% | — | 84 | +240,825 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 205,045 | 1,545 | 0.0% | 0.0% | 85 | -128,104 | -38.45% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 191,552 | 1,469 | 0.0% | 0.0% | 86 | +142,126 | 287.55% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 191,097 | 1,465 | 0.0% | 0.0% | 87 | +23,002 | 13.68% | Q1 2026 | May 15, 2026 |
| FORA Capital, LLC | History | New | 185,474 | 1,418 | 0.1% | — | 88 | +185,474 | New | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 183,560 | 1,408 | 0.02% | — | 89 | +183,560 | New | Q1 2026 | May 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 182,447 | 1,399 | 0.11% | 0.02% | 90 | +21,947 | 13.67% | Q1 2026 | Apr 27, 2026 |
| Handelsbanken Fonder AB | History | Added to | 176,900 | 1,357 | 0.0% | 0.0% | 91 | +32,100 | 22.17% | Q1 2026 | Apr 28, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | New | 175,350 | 1,344 | 1.11% | — | 92 | +175,350 | New | Q1 2026 | Apr 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 176,929 | 1,318 | 0.0% | 0.0% | 93 | +4,438 | 2.57% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | New | 163,572 | 1,254 | 0.02% | — | 94 | +163,572 | New | Q1 2026 | May 04, 2026 |
| Point72 Asset Management, L.P. | History | New | 160,100 | 1,227 | 0.0% | — | 95 | +160,100 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 159,657 | 1,224 | 0.01% | 0.0% | 96 | -4,608 | -2.81% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 157,439 | 1,203 | 0.0% | 0.0% | 97 | +38,700 | 32.59% | Q1 2026 | May 18, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 156,604 | 1,201 | 0.03% | 0.01% | 98 | +37,282 | 31.24% | Q1 2026 | Apr 27, 2026 |
| Rathbones Group PLC | History | Reduced | 153,420 | 1,176 | 0.01% | 0.0% | 99 | -8,000 | -4.96% | Q1 2026 | May 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 152,507 | 1,169 | 0.26% | 0.07% | 100 | -4,323 | -2.76% | Q1 2026 | Apr 02, 2026 |
| Vanguard Global Advisers, LLC | History | New | 148,720 | 1,140 | 0.0% | — | 101 | +148,720 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 143,257 | 1,098 | 0.0% | 0.0% | 102 | +67,481 | 89.05% | Q1 2026 | Apr 27, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 133,855 | 1,026 | 0.0% | — | 103 | +133,855 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 120,691 | 925 | 0.0% | 0.0% | 104 | +53,056 | 78.44% | Q1 2026 | May 12, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 118,350 | 907 | 0.32% | 0.06% | 105 | +25,350 | 27.26% | Q1 2026 | Apr 21, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 117,817 | 903 | 0.0% | 0.0% | 106 | +4,895 | 4.33% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 110,009 | 843 | 0.0% | 0.0% | 107 | +85,305 | 345.31% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 109,477 | 839 | 0.0% | 0.0% | 108 | +70,505 | 180.91% | Q1 2026 | May 12, 2026 |
| DIADEMA PARTNERS LP | History | New | 106,300 | 815 | 0.14% | — | 109 | +106,300 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 120,000 | 799 | 0.05% | 0.01% | 110 | +7,000 | 6.19% | Q1 2026 | Apr 24, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 103,871 | 796 | 0.0% | 0.0% | 111 | +52,231 | 101.14% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 103,378 | 792 | 0.0% | 0.0% | 112 | +13,540 | 15.07% | Q1 2026 | Apr 30, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 102,200 | 783 | 0.01% | 0.0% | 113 | +200 | 0.2% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 101,316 | 777 | 0.0% | 0.0% | 114 | -123,812 | -55.0% | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | New | 100,000 | 767 | 0.08% | — | 115 | +100,000 | New | Q1 2026 | May 07, 2026 |
| IMC-Chicago, LLC | History | New | 97,148 | 745 | 0.0% | — | 116 | +97,148 | New | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 376,120 | 744 | 0.0% | 0.0% | 117 | +25,630 | 7.31% | Q1 2026 | May 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 96,433 | 739 | 0.18% | 0.05% | 118 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arizona State Retirement System | History | Added to | 94,691 | 726 | 0.0% | 0.0% | 119 | +2,529 | 2.74% | Q1 2026 | May 01, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | New | 94,041 | 721 | 0.07% | — | 120 | +94,041 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 93,418 | 716 | 0.0% | 0.0% | 121 | +20,600 | 28.29% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 92,548 | 709 | 0.0% | 0.0% | 122 | +70,590 | 321.48% | Q1 2026 | May 08, 2026 |
| Oasis Advisors, LLC | History | New | 89,614 | 687 | 0.14% | — | 123 | +89,614 | New | Q1 2026 | May 04, 2026 |
| ProShare Advisors LLC | History | Reduced | 88,769 | 680 | 0.0% | 0.0% | 124 | -8,671 | -8.9% | Q1 2026 | Apr 24, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 85,610 | 656 | 0.0% | — | 125 | +85,610 | New | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 84,500 | 648 | 0.0% | 0.0% | 126 | -88,300 | -51.1% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 84,309 | 646 | 0.01% | 0.01% | 127 | -283,572 | -77.08% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 80,988 | 621 | 0.01% | 0.0% | 128 | -28,174 | -25.81% | Q1 2026 | May 08, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 80,650 | 618 | 0.09% | 0.02% | 129 | +4,000 | 5.22% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Group, LLC | History | New | 80,422 | 616 | 0.02% | — | 130 | +80,422 | New | Q1 2026 | May 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 80,269 | 615 | 0.0% | 0.0% | 131 | +19,858 | 32.87% | Q1 2026 | May 15, 2026 |
| Stilwell Value LLC | History | New | 80,000 | 613 | 0.37% | — | 132 | +80,000 | New | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 79,407 | 609 | 0.01% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caption Management, LLC | History | New | 76,000 | 582 | 0.0% | — | 135 | +76,000 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 75,900 | 582 | 0.0% | 0.0% | 134 | +5,300 | 7.51% | Q1 2026 | Apr 29, 2026 |
| ALLSTATE CORP | History | New | 75,035 | 575 | 0.01% | — | 137 | +75,035 | New | Q1 2026 | May 11, 2026 |
| Bell & Brown Wealth Advisors, LLC | History | Reduced | 75,050 | 575 | 0.19% | 0.05% | 136 | -7,600 | -9.2% | Q1 2026 | May 11, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 74,581 | 572 | 0.25% | 0.01% | 138 | +60,653 | 435.48% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 72,843 | 558 | 0.0% | 0.0% | 139 | +69,277 | 1942.71% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 72,513 | 556 | 0.01% | 0.0% | 140 | +59,139 | 442.19% | Q1 2026 | May 15, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 72,368 | 555 | 0.17% | 0.01% | 141 | +55,704 | 334.28% | Q1 2026 | Apr 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 182,089 | 548 | 0.18% | — | 142 | +182,057 | 568928.13% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 70,937 | 544 | 0.0% | 0.0% | 143 | +47,006 | 196.42% | Q1 2026 | Apr 22, 2026 |
| E Fund Management Co., Ltd. | History | New | 70,221 | 538 | 0.02% | — | 144 | +70,221 | New | Q1 2026 | Apr 13, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 70,626 | 528 | 0.06% | 0.17% | 145 | -489,374 | -87.39% | Q1 2026 | Apr 22, 2026 |
| Verity Asset Management, Inc. | History | New | 68,752 | 527 | 0.22% | — | 146 | +68,752 | New | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 66,547 | 510 | 0.0% | 0.0% | 147 | +19,922 | 42.73% | Q1 2026 | May 15, 2026 |
| Winning Points Advisors, LLC | History | No change | 722,373 | 509 | 0.54% | 0.54% | 148 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 64,523 | 494 | 0.0% | 0.0% | 149 | +26,731 | 70.73% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 62,285 | 477 | 0.02% | 0.0% | 150 | +21,340 | 52.12% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,592 | 472 | 0.0% | 0.0% | 151 | +5,195 | 9.21% | Q1 2026 | May 14, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 60,700 | 465 | 0.16% | 0.01% | 152 | +41,700 | 219.47% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | New | 58,760 | 450 | 0.02% | — | 153 | +58,760 | New | Q1 2026 | May 13, 2026 |
| Encompass More Asset Management | History | New | 57,004 | 437 | 0.07% | — | 154 | +57,004 | New | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 56,660 | 435 | 0.03% | 0.0% | 155 | +40,700 | 255.01% | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | New | 56,665 | 434 | 0.0% | — | 156 | +56,665 | New | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | No change | 56,000 | 429 | 0.02% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,880 | 428 | 0.0% | 0.0% | 158 | +22,368 | 66.75% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 55,055 | 422 | 0.0% | 0.0% | 159 | +45,055 | 450.55% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 53,626 | 411 | 0.0% | 0.0% | 160 | +5,763 | 12.04% | Q1 2026 | May 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 53,307 | 408 | 0.01% | 0.0% | 161 | -5,129 | -8.78% | Q1 2026 | Apr 21, 2026 |
| Torrey Growth & Income Advisors | History | New | 55,450 | 405 | 0.17% | — | 162 | +55,450 | New | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 51,418 | 394 | 0.01% | — | 163 | +51,418 | New | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 50,299 | 385 | 0.0% | 0.0% | 164 | +299 | 0.6% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | New | 50,000 | 383 | 0.09% | — | 165 | +50,000 | New | Q1 2026 | Apr 08, 2026 |
| SummitTX Capital, L.P. | History | New | 48,800 | 374 | 0.01% | — | 166 | +48,800 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 50,171 | 370 | 0.0% | 0.0% | 167 | +43,289 | 629.02% | Q1 2026 | May 15, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 48,000 | 368 | 0.1% | — | 168 | +48,000 | New | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | New | 47,400 | 363 | 0.0% | — | 169 | +47,400 | New | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 47,081 | 361 | 0.0% | 0.0% | 170 | +9,770 | 26.19% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 44,708 | 342 | 0.0% | 0.0% | 171 | -3,153 | -6.59% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 44,565 | 341 | 0.0% | 0.0% | 172 | +257 | 0.58% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 43,374 | 332 | 0.0% | 0.0% | 173 | +25,560 | 143.48% | Q1 2026 | May 13, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 43,100 | 330 | 0.09% | 0.01% | 174 | +23,100 | 115.5% | Q1 2026 | Apr 21, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 42,762 | 327 | 0.0% | 0.0% | 175 | +4,718 | 12.4% | Q1 2026 | May 15, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | New | 41,005 | 314 | 0.28% | — | 176 | +41,005 | New | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 40,227 | 308 | 0.0% | 0.0% | 177 | +8,181 | 25.53% | Q1 2026 | May 15, 2026 |
| Parvin Asset Management, LLC | History | New | 40,000 | 306 | 0.22% | — | 178 | +40,000 | New | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | Added to | 39,860 | 305 | 0.09% | 0.01% | 179 | +14,360 | 56.31% | Q1 2026 | Apr 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 39,330 | 301 | 0.0% | 0.0% | 180 | -38,705 | -49.6% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 39,030 | 299 | 0.0% | 0.0% | 181 | +3,930 | 11.2% | Q1 2026 | May 08, 2026 |
| One Capital Management, LLC | History | No change | 38,910 | 298 | 0.01% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 37,790 | 290 | 0.0% | 0.0% | 183 | -11,307 | -23.03% | Q1 2026 | Apr 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 37,521 | 287 | 0.0% | 0.0% | 184 | +3,084 | 8.96% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 32,908 | 266 | 0.02% | — | 186 | +32,908 | New | Q1 2026 | Apr 22, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 34,690 | 266 | 0.0% | 0.0% | 185 | +1,638 | 4.96% | Q1 2026 | May 05, 2026 |
| AXQ CAPITAL, LP | History | Added to | 34,250 | 262 | 0.03% | 0.01% | 187 | +488 | 1.45% | Q1 2026 | May 13, 2026 |
| UNIQUE WEALTH, LLC | History | New | 32,938 | 252 | 0.03% | — | 188 | +32,938 | New | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | New | 32,209 | 247 | 0.0% | — | 190 | +32,209 | New | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 32,259 | 247 | 0.0% | 0.0% | 189 | +442 | 1.39% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 31,552 | 242 | 0.01% | 0.0% | 191 | +1,352 | 4.48% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 30,704 | 235 | 0.0% | 0.0% | 192 | +17,125 | 126.11% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 30,274 | 232 | 0.13% | 0.03% | 193 | +274 | 0.91% | Q1 2026 | Apr 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 30,000 | 230 | 0.1% | 0.03% | 194 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 29,960 | 229 | 0.03% | — | 195 | +29,960 | New | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 29,584 | 226 | 0.0% | 0.0% | 196 | +37 | 0.13% | Q1 2026 | May 05, 2026 |
| Global Wealth Strategies & Associates | History | New | 29,020 | 222 | 0.05% | — | 198 | +29,020 | New | Q1 2026 | Apr 03, 2026 |
| KLCM Advisors, Inc. | History | New | 29,000 | 222 | 0.02% | — | 197 | +29,000 | New | Q1 2026 | Apr 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 28,717 | 220 | 0.0% | 0.0% | 199 | +14,959 | 108.73% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 27,849 | 213 | 0.0% | 0.0% | 200 | +4,681 | 20.2% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 27,558 | 211 | 0.0% | 0.0% | 202 | -17,331 | -38.61% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 27,512 | 211 | 0.01% | 0.0% | 201 | -7,500 | -21.42% | Q1 2026 | May 12, 2026 |
| Private Capital Advisors, Inc. | History | New | 26,978 | 206 | 0.02% | — | 203 | +26,978 | New | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 26,743 | 205 | 0.0% | 0.0% | 204 | -2,040 | -7.09% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,628 | 201 | 0.0% | 0.0% | 205 | +16,510 | 148.5% | Q1 2026 | Apr 08, 2026 |
| Scientech Research LLC | History | New | 25,768 | 197 | 0.16% | — | 206 | +25,768 | New | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 25,343 | 194 | 0.0% | 0.0% | 207 | +10,661 | 72.61% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 25,389 | 193 | 0.0% | — | 208 | +25,389 | New | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 25,100 | 192 | 0.0% | 0.0% | 209 | +15,100 | 151.0% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | New | 25,000 | 191 | 0.01% | — | 211 | +25,000 | New | Q1 2026 | Apr 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 25,025 | 191 | 0.04% | 0.0% | 210 | +24,091 | 2579.34% | Q1 2026 | May 11, 2026 |
| DILLON & ASSOCIATES INC | History | Reduced | 23,800 | 190 | 0.03% | 0.01% | 212 | -2,000 | -7.75% | Q1 2026 | May 07, 2026 |
| Freestone Capital Holdings, LLC | History | New | 24,539 | 188 | 0.01% | — | 213 | +24,539 | New | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | New | 24,175 | 185 | 0.0% | — | 215 | +24,175 | New | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 22,954 | 185 | 0.0% | 0.0% | 214 | -1,694 | -6.87% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 23,957 | 183 | 0.01% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 23,644 | 181 | 0.04% | 0.01% | 218 | +9,319 | 65.05% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 23,698 | 181 | 0.0% | 0.0% | 217 | +589 | 2.55% | Q1 2026 | Apr 20, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 23,436 | 179 | 0.0% | 0.0% | 219 | +7,020 | 42.76% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 22,525 | 172 | 0.02% | — | 220 | +22,525 | New | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 22,120 | 169 | 0.0% | 0.0% | 221 | +2,765 | 14.29% | Q1 2026 | Apr 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 21,904 | 168 | 0.0% | — | 222 | +21,904 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | New | 21,737 | 166 | 0.0% | — | 224 | +21,737 | New | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 21,650 | 166 | 0.0% | 0.0% | 223 | -100 | -0.46% | Q1 2026 | Apr 08, 2026 |
| CenterStar Asset Management, LLC | History | New | 21,600 | 165 | 0.02% | — | 225 | +21,600 | New | Q1 2026 | May 01, 2026 |
| McAdam, LLC | History | Added to | 21,441 | 164 | 0.01% | 0.0% | 226 | +22 | 0.1% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 22,208 | 161 | 0.01% | 0.0% | 227 | +8,575 | 62.9% | Q1 2026 | May 12, 2026 |
| GLR Partners, LLC | History | New | 20,000 | 153 | 0.08% | — | 230 | +20,000 | New | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 20,000 | 153 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIERRA OCEAN, LLC | History | No change | 20,000 | 153 | 0.13% | 0.03% | 229 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Abel Hall, LLC | History | New | 19,813 | 151 | 0.03% | — | 234 | +19,813 | New | Q1 2026 | Apr 28, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 19,781 | 151 | 0.01% | — | 233 | +19,781 | New | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 19,801 | 151 | 0.0% | 0.0% | 232 | +7,075 | 55.59% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 19,710 | 151 | 0.0% | 0.0% | 231 | +3,050 | 18.31% | Q1 2026 | May 04, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 19,641 | 150 | 0.01% | — | 235 | +19,641 | New | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | New | 19,079 | 146 | 0.0% | — | 236 | +19,079 | New | Q1 2026 | Apr 27, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 19,000 | 145 | 0.01% | — | 237 | +19,000 | New | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 18,870 | 144 | 0.0% | — | 239 | +18,870 | New | Q1 2026 | May 08, 2026 |
| DnB Asset Management AS | History | New | 18,843 | 144 | 0.0% | — | 238 | +18,843 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 18,146 | 139 | 0.0% | — | 240 | +18,146 | New | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Added to | 17,715 | 135 | 0.0% | 0.0% | 241 | +715 | 4.21% | Q1 2026 | May 04, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 16,510 | 133 | 0.04% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BCGM Wealth Management, LLC | History | New | 17,030 | 130 | 0.03% | — | 243 | +17,030 | New | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | New | 16,878 | 129 | 0.0% | — | 245 | +16,878 | New | Q1 2026 | May 14, 2026 |
| Vigilare Wealth Management | History | Added to | 16,820 | 129 | 0.04% | 0.01% | 244 | +6,120 | 57.2% | Q1 2026 | Apr 01, 2026 |
| Richmond Investment Services, LLC | History | New | 16,750 | 128 | 0.02% | — | 246 | +16,750 | New | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,572 | 127 | 0.0% | 0.01% | 247 | -87,119 | -84.02% | Q1 2026 | Apr 20, 2026 |
| Amundi | History | New | 16,526 | 126 | 0.0% | — | 248 | +16,526 | New | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | New | 16,127 | 123 | 0.0% | — | 249 | +16,127 | New | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | New | 16,004 | 122 | 0.0% | — | 250 | +16,004 | New | Q1 2026 | May 05, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 15,000 | 115 | 0.02% | — | 252 | +15,000 | New | Q1 2026 | Apr 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 15,000 | 115 | 0.01% | — | 253 | +15,000 | New | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 15,016 | 115 | 0.0% | 0.0% | 251 | +12,874 | 601.03% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,974 | 114 | 0.0% | 0.0% | 254 | +6,698 | 80.93% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,826 | 113 | 0.0% | 0.0% | 255 | +4,716 | 46.65% | Q1 2026 | May 15, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 14,819 | 113 | 0.03% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 14,650 | 112 | 0.01% | 0.0% | 257 | +1,000 | 7.33% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | New | 15,540 | 110 | 0.0% | — | 260 | +15,540 | New | Q1 2026 | Apr 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 14,463 | 110 | 0.0% | — | 261 | +14,463 | New | Q1 2026 | Apr 20, 2026 |
| Engineers Gate Manager LP | History | Reduced | 14,403 | 110 | 0.0% | 0.0% | 258 | -12,565 | -46.59% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | No change | 14,396 | 110 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pure Financial Advisors, LLC | History | New | 14,338 | 109 | 0.0% | — | 262 | +14,338 | New | Q1 2026 | Apr 10, 2026 |
| United Bank | History | New | 14,300 | 109 | 0.04% | — | 263 | +14,300 | New | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | New | 14,185 | 108 | 0.0% | — | 265 | +14,185 | New | Q1 2026 | May 14, 2026 |
| Journey Advisory Group, LLC | History | New | 14,150 | 108 | 0.01% | — | 267 | +14,150 | New | Q1 2026 | May 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 14,100 | 108 | 0.01% | — | 266 | +14,100 | New | Q1 2026 | May 13, 2026 |
| Norris Financial Group, LLC | History | No change | 14,126 | 108 | 0.04% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 14,055 | 107 | 0.0% | 0.13% | 269 | -2,986,489 | -99.53% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,011 | 107 | 0.0% | 0.0% | 268 | -3,429 | -19.66% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,784 | 105 | 0.0% | 0.0% | 270 | -128,565 | -90.32% | Q1 2026 | May 13, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 13,150 | 100 | 0.04% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hartford Financial Management Inc. | History | New | 12,998 | 99 | 0.03% | — | 272 | +12,998 | New | Q1 2026 | Apr 15, 2026 |
| Persistent Asset Partners Ltd | History | New | 270 | 98 | 0.04% | — | 273 | +270 | New | Q1 2026 | May 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 12,210 | 93 | 0.03% | — | 277 | +12,210 | New | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 12,174 | 93 | 0.0% | — | 275 | +12,174 | New | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | New | 12,137 | 93 | 0.0% | — | 276 | +12,137 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,741 | 93 | 0.0% | 0.0% | 274 | -826 | -6.09% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 12,085 | 92 | 0.0% | 0.0% | 278 | +1,098 | 9.99% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 12,995 | 90 | 0.0% | — | 279 | +12,995 | New | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | Reduced | 11,689 | 89 | 0.0% | 0.0% | 280 | -2,276 | -16.3% | Q1 2026 | May 14, 2026 |
| VESTOR CAPITAL, LLC | History | New | 11,536 | 88 | 0.01% | — | 281 | +11,536 | New | Q1 2026 | May 21, 2026 |
| Integrated Wealth Concepts LLC | History | New | 11,400 | 87 | 0.0% | — | 282 | +11,400 | New | Q1 2026 | May 15, 2026 |
| Walleye Partners, LLC | History | New | 11,394 | 87 | 0.11% | — | 283 | +11,394 | New | Q1 2026 | Apr 23, 2026 |
| DRW Securities, LLC | History | Reduced | 11,139 | 85 | 0.0% | 0.0% | 284 | -53,033 | -82.64% | Q1 2026 | May 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 11,028 | 85 | 0.01% | — | 285 | +11,028 | New | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | New | 11,000 | 84 | 0.01% | — | 286 | +11,000 | New | Q1 2026 | Apr 15, 2026 |
| Curran Financial Partners, LLC | History | New | 10,642 | 81 | 0.01% | — | 287 | +10,642 | New | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | New | 10,480 | 80 | 0.0% | — | 291 | +10,480 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 10,501 | 80 | 0.0% | 0.0% | 288 | +8,501 | 425.05% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 10,523 | 80 | 0.0% | 0.0% | 290 | +18 | 0.17% | Q1 2026 | May 14, 2026 |
| Envision Financial Planning, LLC | History | No change | 10,450 | 80 | 0.03% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | New | 10,307 | 79 | 0.0% | — | 292 | +10,307 | New | Q1 2026 | May 07, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 10,212 | 78 | 0.01% | — | 294 | +10,212 | New | Q1 2026 | Apr 23, 2026 |
| Aaron Wealth Advisors LLC | History | New | 10,184 | 78 | 0.0% | — | 293 | +10,184 | New | Q1 2026 | Apr 21, 2026 |
| Financial Enhancement Group LLC | History | No change | 10,000 | 77 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 10,000 | 76 | 0.01% | 0.01% | 297 | -44,050 | -81.5% | Q1 2026 | May 14, 2026 |
| Hodges Capital Management Inc. | History | New | 10,000 | 76 | 0.01% | — | 300 | +10,000 | New | Q1 2026 | Apr 28, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | New | 10,000 | 76 | 0.02% | — | 301 | +10,000 | New | Q1 2026 | Apr 15, 2026 |
| Berkeley Capital Partners, LLC | History | New | 10,000 | 76 | 0.02% | — | 302 | +10,000 | New | Q1 2026 | May 06, 2026 |
| Vanguard Capital Wealth Advisors | History | New | 10,000 | 76 | 0.07% | — | 303 | +10,000 | New | Q1 2026 | Apr 21, 2026 |