ICON PLC - ICLR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | History | Added to | 8,278,945 | 916,148 | 1.47% | 1.88% | 1 | +1,404,968 | 20.44% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 5,913,037 | 654,336 | 0.12% | 0.14% | 2 | +1,562,287 | 35.91% | Q1 2026 | May 15, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 4,351,317 | 481,516 | 0.64% | 0.58% | 3 | +1,841,151 | 73.35% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,174,006 | 461,895 | 0.02% | 0.03% | 4 | +1,076,111 | 34.74% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 3,878,869 | 429,235 | 0.07% | 0.1% | 5 | +121,973 | 3.25% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 3,311,771 | 366,480 | 0.2% | 0.28% | 6 | +310,236 | 10.34% | Q1 2026 | May 04, 2026 |
| Brave Warrior Advisors, LLC | History | New | 2,996,811 | 331,627 | 8.21% | — | 7 | +2,996,811 | New | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 2,727,824 | 304,904 | 0.1% | 0.14% | 8 | +370,791 | 15.73% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,344,595 | 245,012 | 0.08% | 0.07% | 9 | +72,133 | 5.67% | Q1 2026 | May 15, 2026 |
| Sachem Head Capital Management LP | History | New | 2,105,000 | 232,939 | 5.61% | — | 10 | +2,105,000 | New | Q1 2026 | May 15, 2026 |
| GREENHAVEN ASSOCIATES INC | History | Added to | 2,002,411 | 221,586 | 3.65% | 0.05% | 11 | +1,985,017 | 11412.08% | Q1 2026 | Apr 06, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | Reduced | 1,634,611 | 180,886 | 3.0% | 4.78% | 12 | -44,979 | -2.68% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 878,462 | 160,073 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 1,435,053 | 158,804 | 1.12% | 1.08% | 14 | +658,321 | 84.76% | Q1 2026 | May 15, 2026 |
| Madison Avenue Partners, LP | History | New | 1,282,838 | 141,958 | 6.17% | — | 15 | +1,282,838 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,232,255 | 136,361 | 0.08% | 0.07% | 16 | +577,336 | 88.15% | Q1 2026 | May 15, 2026 |
| Trinity Street Asset Management LLP | History | Added to | 1,208,148 | 133,693 | 9.17% | 12.28% | 17 | +135,720 | 12.66% | Q1 2026 | Apr 24, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 1,193,240 | 132,043 | 0.12% | 0.17% | 18 | -11,087 | -0.92% | Q1 2026 | May 14, 2026 |
| Capital World Investors | History | Reduced | 1,104,831 | 122,260 | 0.02% | 0.04% | 19 | -391,648 | -26.17% | Q1 2026 | May 13, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 1,096,395 | 121,327 | 2.38% | 2.29% | 20 | +473,207 | 75.93% | Q1 2026 | May 04, 2026 |
| First Pacific Advisors, LP | History | Added to | 991,075 | 109,672 | 1.54% | 2.35% | 21 | +10,271 | 1.05% | Q1 2026 | May 13, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | Reduced | 938,204 | 103,821 | 1.58% | 2.31% | 22 | -29,757 | -3.07% | Q1 2026 | May 11, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Added to | 918,713 | 101,664 | 0.89% | 1.16% | 23 | +175,165 | 23.56% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 885,790 | 98,021 | 0.4% | 0.7% | 24 | -4,286 | -0.48% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Added to | 840,845 | 93,047 | 0.22% | 0.06% | 25 | +678,862 | 419.09% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 835,139 | 92,419 | 0.1% | 0.24% | 26 | -423,764 | -33.66% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 788,828 | 87,261 | 0.02% | 0.02% | 27 | +265,858 | 50.84% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 816,085 | 86,495 | 0.02% | 0.13% | 28 | -2,177,251 | -72.74% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 757,489 | 83,824 | 0.08% | 0.14% | 29 | -28,448 | -3.62% | Q1 2026 | May 13, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Added to | 747,700 | 82,740 | 5.23% | 4.01% | 30 | +415,200 | 124.87% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 399,813 | 71,680 | 0.48% | 0.48% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 630,621 | 69,784 | 0.01% | 0.01% | 32 | +157,446 | 33.27% | Q1 2026 | May 15, 2026 |
| SOUND SHORE MANAGEMENT INC /CT/ | History | New | 626,958 | 69,379 | 2.32% | — | 33 | +626,958 | New | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 622,366 | 68,871 | 0.13% | 0.09% | 34 | +338,864 | 119.53% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 612,265 | 67,753 | 0.01% | 0.02% | 35 | +66,128 | 12.11% | Q1 2026 | May 05, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 599,176 | 66,304 | 0.91% | 1.29% | 36 | +56,180 | 10.35% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 543,487 | 60,142 | 0.0% | 0.01% | 37 | -66,178 | -10.85% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 514,306 | 56,913 | 0.06% | 0.06% | 38 | +233,371 | 83.07% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 457,209 | 50,594 | 0.0% | 0.0% | 39 | +96,003 | 26.58% | Q1 2026 | May 15, 2026 |
| Impactive Capital LP | History | New | 450,540 | 49,856 | 3.62% | — | 40 | +450,540 | New | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Reduced | 426,805 | 47,230 | 0.14% | 0.26% | 41 | -107,443 | -20.11% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 413,596 | 45,768 | 0.0% | 0.0% | 42 | +35,753 | 9.46% | Q1 2026 | May 13, 2026 |
| Aberdeen Group plc | History | Added to | 399,290 | 44,185 | 0.07% | 0.02% | 43 | +333,227 | 504.41% | Q1 2026 | Apr 29, 2026 |
| River Road Asset Management, LLC | History | Reduced | 369,715 | 40,912 | 0.46% | 0.95% | 44 | -105,698 | -22.23% | Q1 2026 | Apr 30, 2026 |
| Eagle Health Investments LP | History | Added to | 358,500 | 39,671 | 6.94% | 9.89% | 45 | +111,410 | 45.09% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 345,711 | 38,256 | 0.05% | 0.06% | 46 | +99,345 | 40.32% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 205,316 | 37,412 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Maple Rock Capital Partners Inc. | History | New | 335,300 | 37,104 | 1.21% | — | 48 | +335,300 | New | Q1 2026 | May 15, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Added to | 319,003 | 35,300 | 5.16% | 7.03% | 49 | +58,554 | 22.48% | Q1 2026 | Apr 27, 2026 |
| Sio Capital Management, LLC | History | Added to | 306,358 | 33,901 | 4.86% | 3.65% | 50 | +179,156 | 140.84% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 293,142 | 32,439 | 0.0% | 0.01% | 51 | -180,497 | -38.11% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 287,007 | 31,760 | 0.01% | 0.0% | 52 | +209,242 | 269.07% | Q1 2026 | May 15, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 280,992 | 31,094 | 2.92% | 2.53% | 53 | +125,349 | 80.54% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 267,331 | 29,582 | 0.0% | 0.01% | 54 | +5,631 | 2.15% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 261,432 | 28,930 | 0.01% | 0.01% | 55 | +70,325 | 36.8% | Q1 2026 | May 14, 2026 |
| PERRY CREEK CAPITAL LP | History | Added to | 245,000 | 27,111 | 16.89% | 10.39% | 56 | +150,000 | 157.89% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 228,953 | 25,353 | 0.03% | — | 57 | +228,953 | New | Q1 2026 | May 12, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 220,337 | 24,382 | 0.15% | 0.22% | 58 | -18,805 | -7.86% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | Added to | 202,671 | 22,427 | 0.09% | 0.08% | 59 | +68,290 | 50.82% | Q1 2026 | May 13, 2026 |
| Soleus Capital Management, L.P. | History | New | 192,000 | 21,246 | 0.86% | — | 60 | +192,000 | New | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Added to | 175,394 | 19,409 | 0.0% | 0.01% | 61 | +27,679 | 18.74% | Q1 2026 | May 08, 2026 |
| Fisher Funds Management LTD | History | Reduced | 174,291 | 19,287 | 0.57% | 2.41% | 62 | -338,811 | -66.03% | Q1 2026 | Apr 16, 2026 |
| BROWN ADVISORY INC | History | Added to | 173,379 | 19,186 | 0.03% | 0.02% | 63 | +81,023 | 87.73% | Q1 2026 | May 15, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Added to | 158,018 | 17,486 | 2.48% | 1.86% | 64 | +33,380 | 26.78% | Q1 2026 | May 14, 2026 |
| Distillate Capital Partners LLC | History | Added to | 153,865 | 17,026 | 0.9% | 0.62% | 65 | +87,725 | 132.64% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 153,728 | 17,011 | 0.0% | 0.0% | 66 | +62,225 | 68.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 150,794 | 16,686 | 0.01% | 0.04% | 67 | -91,710 | -37.82% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 91,496 | 16,672 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 147,208 | 16,290 | 0.33% | 0.15% | 69 | +90,018 | 157.4% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 145,263 | 16,074 | 0.0% | 0.01% | 70 | +30,118 | 26.16% | Q1 2026 | May 04, 2026 |
| Hyperion Capital Advisors LP | History | Added to | 142,455 | 15,764 | 7.59% | 5.89% | 71 | +76,434 | 115.77% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 136,416 | 15,095 | 0.02% | 0.02% | 72 | +60,888 | 80.62% | Q1 2026 | May 15, 2026 |
| Eldred Rock Partners, LLC | History | Added to | 134,469 | 14,880 | 3.79% | 2.51% | 73 | +81,398 | 153.38% | Q1 2026 | Apr 08, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 120,297 | 13,312 | 0.01% | 0.02% | 74 | -35,755 | -22.91% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 115,291 | 12,757 | 0.02% | 0.01% | 75 | +66,154 | 134.63% | Q1 2026 | May 15, 2026 |
| Philosophy Capital Management LLC | History | Reduced | 111,015 | 12,284 | 0.75% | 1.19% | 76 | -33,040 | -22.94% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | New | 109,926 | 12,164 | 0.1% | — | 77 | +109,926 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 109,046 | 12,067 | 0.1% | 0.07% | 78 | +67,987 | 165.58% | Q1 2026 | May 14, 2026 |
| Running Oak Capital LLC | History | Added to | 108,647 | 12,022 | 1.62% | 2.09% | 79 | +17,175 | 18.78% | Q1 2026 | May 11, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 108,467 | 12,002 | 0.12% | 0.14% | 80 | +35,723 | 49.11% | Q1 2026 | May 15, 2026 |
| AVIVA PLC | History | Reduced | 106,512 | 11,786 | 0.02% | 0.03% | 81 | -2,562 | -2.35% | Q1 2026 | May 14, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | Added to | 105,300 | 11,652 | 1.28% | 1.1% | 82 | +54,700 | 108.1% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 102,743 | 11,369 | 0.01% | 0.02% | 83 | -73,998 | -41.87% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 102,237 | 11,313 | 0.0% | 0.01% | 84 | -81,863 | -44.47% | Q1 2026 | May 15, 2026 |
| Polar Capital Holdings Plc | History | New | 100,460 | 11,116 | 0.04% | — | 85 | +100,460 | New | Q1 2026 | May 15, 2026 |
| Steamboat Capital Partners, LLC | History | New | 100,299 | 11,099 | 2.76% | — | 86 | +100,299 | New | Q1 2026 | May 15, 2026 |
| Stanley Capital Management, LLC | History | New | 100,000 | 11,066 | 1.85% | — | 87 | +100,000 | New | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 96,404 | 10,668 | 0.0% | 0.0% | 88 | +34,539 | 55.83% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 95,880 | 10,610 | 0.0% | 0.0% | 89 | +4,207 | 4.59% | Q1 2026 | May 15, 2026 |
| Meridiem Capital Partners LP | History | New | 93,878 | 10,388 | 0.68% | — | 90 | +93,878 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 87,381 | 9,669 | 0.0% | 0.0% | 91 | +32,917 | 60.44% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 87,045 | 9,632 | 0.45% | 0.61% | 92 | +12,223 | 16.34% | Q1 2026 | May 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 85,070 | 9,413 | 0.05% | 0.08% | 93 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 83,021 | 9,187 | 0.25% | 0.41% | 94 | +2,446 | 3.04% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 82,135 | 9,151 | 0.02% | 0.33% | 95 | -998,057 | -92.4% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 82,061 | 9,080 | 0.0% | 0.02% | 96 | -166,218 | -66.95% | Q1 2026 | May 18, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | New | 81,408 | 9,008 | 0.74% | — | 97 | +81,408 | New | Q1 2026 | May 07, 2026 |
| Foresight Group Ltd Liability Partnership | History | Reduced | 80,660 | 8,925 | 1.58% | 2.17% | 98 | -233 | -0.29% | Q1 2026 | May 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 80,475 | 8,905 | 0.02% | — | 99 | +80,475 | New | Q1 2026 | May 15, 2026 |
| PARTHENON LLC | History | No change | 79,203 | 8,764 | 1.0% | 1.56% | 100 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 73,359 | 8,117 | 0.0% | 0.0% | 101 | -31,204 | -29.84% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 72,750 | 8,050 | 0.0% | 0.0% | 102 | +52,942 | 267.28% | Q1 2026 | May 12, 2026 |
| Eversept Partners, LP | History | Reduced | 68,688 | 7,601 | 0.4% | 0.88% | 103 | -27,144 | -28.32% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 67,343 | 7,452 | 0.05% | 0.01% | 104 | +55,342 | 461.14% | Q1 2026 | May 15, 2026 |
| MUHLENKAMP & CO INC | History | Reduced | 66,005 | 7,304 | 1.92% | 3.62% | 105 | -7,860 | -10.64% | Q1 2026 | May 06, 2026 |
| Trexquant Investment LP | History | New | 62,628 | 6,930 | 0.05% | — | 106 | +62,628 | New | Q1 2026 | May 15, 2026 |
| 683 Capital Management, LLC | History | New | 62,000 | 6,860 | 0.36% | — | 107 | +62,000 | New | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | Added to | 60,862 | 6,734 | 0.02% | 0.02% | 108 | +28,273 | 86.76% | Q1 2026 | May 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 60,268 | 6,669 | 0.12% | — | 109 | +60,268 | New | Q1 2026 | May 15, 2026 |
| AYAL Capital Advisors Ltd | History | New | 60,000 | 6,639 | 1.8% | — | 110 | +60,000 | New | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 58,638 | 6,488 | 0.0% | — | 111 | +58,638 | New | Q1 2026 | May 15, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 58,150 | 6,434 | 0.21% | 0.32% | 112 | -383 | -0.65% | Q1 2026 | May 15, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 57,862 | 6,403 | 0.07% | 0.06% | 113 | +20,076 | 53.13% | Q1 2026 | Apr 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 57,765 | 6,392 | 0.0% | — | 114 | +57,765 | New | Q1 2026 | May 15, 2026 |
| FIRETRAIL INVESTMENTS PTY LTD | History | Added to | 57,624 | 6,380 | 2.18% | 3.3% | 115 | +2,648 | 4.82% | Q1 2026 | May 04, 2026 |
| PFM Health Sciences, LP | History | Reduced | 57,500 | 6,362 | 0.58% | 2.1% | 116 | -57,836 | -50.15% | Q1 2026 | May 15, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | No change | 33,526 | 6,109 | 0.55% | 0.55% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 51,551 | 5,704 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 50,201 | 5,555 | 0.54% | 0.79% | 119 | +4,647 | 10.2% | Q1 2026 | May 05, 2026 |
| DKRT Investments Corp. | History | New | 50,000 | 5,533 | 1.4% | — | 120 | +50,000 | New | Q1 2026 | May 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 49,764 | 5,506 | 0.29% | 0.48% | 121 | -1,115 | -2.19% | Q1 2026 | Apr 27, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 49,636 | 5,492 | 0.04% | — | 122 | +49,636 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 44,810 | 4,958 | 0.0% | 0.0% | 123 | +37,384 | 503.42% | Q1 2026 | May 14, 2026 |
| Capital International Sarl | History | Reduced | 44,201 | 4,891 | 0.08% | 0.15% | 124 | -7,018 | -13.7% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 42,718 | 4,727 | 0.0% | 0.01% | 125 | -7,983 | -15.75% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 41,892 | 4,636 | 0.01% | 0.07% | 126 | -228,167 | -84.49% | Q1 2026 | May 15, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 40,480 | 4,479 | 0.5% | 0.42% | 127 | +19,865 | 96.36% | Q1 2026 | Apr 22, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 38,892 | 4,303 | 0.01% | 0.01% | 128 | +27,692 | 247.25% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,659 | 4,057 | 0.01% | 0.01% | 129 | +12,717 | 53.12% | Q1 2026 | Apr 22, 2026 |
| Tidal Investments LLC | History | Added to | 38,298 | 4,040 | 0.01% | 0.0% | 130 | +35,444 | 1241.91% | Q1 2026 | May 15, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 36,120 | 3,997 | 0.97% | 1.31% | 131 | +5,135 | 16.57% | Q1 2026 | Apr 28, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 36,000 | 3,983 | 0.01% | 0.07% | 132 | -78,000 | -68.42% | Q1 2026 | May 13, 2026 |
| Quinn Opportunity Partners LLC | History | New | 35,000 | 3,873 | 0.2% | — | 133 | +35,000 | New | Q1 2026 | May 15, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 34,319 | 3,797 | 0.43% | 0.65% | 134 | -11,648 | -25.34% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 33,583 | 3,716 | 0.0% | 0.0% | 135 | +15,773 | 88.56% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 33,021 | 3,654 | 0.01% | 0.01% | 136 | +5,477 | 19.88% | Q1 2026 | May 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 32,682 | 3,616 | 0.36% | 0.21% | 137 | +20,429 | 166.73% | Q1 2026 | May 07, 2026 |
| Swedbank AB | History | Reduced | 32,150 | 3,557 | 0.0% | 0.01% | 138 | -6,550 | -16.93% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 31,846 | 3,524 | 0.0% | 0.0% | 139 | -4,416 | -12.18% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 32,994 | 3,467 | 0.0% | 0.01% | 140 | -734,930 | -95.7% | Q1 2026 | May 13, 2026 |
| WINTON GROUP Ltd | History | New | 30,554 | 3,381 | 0.12% | — | 141 | +30,554 | New | Q1 2026 | May 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 30,146 | 3,335 | 0.19% | 0.12% | 142 | +18,175 | 151.83% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 29,843 | 3,302 | 0.05% | 0.06% | 143 | +13,939 | 87.64% | Q1 2026 | May 18, 2026 |
| Circumference Group LLC | History | Added to | 29,000 | 3,209 | 7.19% | 5.5% | 144 | +1,000 | 3.57% | Q1 2026 | May 15, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 28,938 | 3,202 | 0.14% | 0.45% | 145 | -34,404 | -54.31% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 28,934 | 3,201 | 0.0% | 0.01% | 146 | +34 | 0.12% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 28,370 | 3,139 | 0.1% | 0.19% | 147 | -7,466 | -20.83% | Q1 2026 | May 11, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 27,939 | 3,091 | 0.02% | 0.02% | 148 | +13,501 | 93.51% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Added to | 26,620 | 2,945 | 1.14% | 1.23% | 149 | +8,516 | 47.04% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 26,174 | 2,896 | 0.01% | 0.01% | 150 | +4,910 | 23.09% | Q1 2026 | May 11, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 25,904 | 2,866 | 0.48% | 0.67% | 151 | +3,641 | 16.35% | Q1 2026 | Apr 28, 2026 |
| Inspire Investing, LLC | History | Added to | 24,983 | 2,764 | 0.23% | 0.22% | 152 | +11,495 | 85.22% | Q1 2026 | Apr 23, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | Reduced | 24,663 | 2,729 | 0.1% | 0.19% | 153 | -4,583 | -15.67% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 24,342 | 2,693 | 0.0% | 0.0% | 154 | -668 | -2.67% | Q1 2026 | May 06, 2026 |
| Truffle Hound Capital, LLC | History | New | 24,000 | 2,655 | 0.69% | — | 155 | +24,000 | New | Q1 2026 | May 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 23,072 | 2,553 | 0.0% | 0.11% | 156 | -349,375 | -93.81% | Q1 2026 | May 15, 2026 |
| Militia Capital Management LLC | History | New | 22,800 | 2,523 | 0.57% | — | 157 | +22,800 | New | Q1 2026 | May 13, 2026 |
| Heights Point Management, LP | History | New | 21,700 | 2,401 | 2.23% | — | 158 | +21,700 | New | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Reduced | 21,677 | 2,398 | 0.03% | 0.04% | 159 | -155 | -0.71% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,599 | 2,390 | 0.0% | 0.0% | 160 | -6,061 | -21.91% | Q1 2026 | May 12, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 21,285 | 2,355 | 0.89% | 1.09% | 161 | +4,631 | 27.81% | Q1 2026 | May 08, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 20,822 | 2,304 | 0.32% | 0.47% | 162 | +2,007 | 10.67% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 20,658 | 2,286 | 0.0% | 0.0% | 163 | +8,220 | 66.09% | Q1 2026 | May 11, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | New | 20,000 | 2,213 | 0.82% | — | 164 | +20,000 | New | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 19,988 | 2,211 | 0.0% | 0.0% | 165 | -4,679 | -18.97% | Q1 2026 | May 06, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 19,762 | 2,186 | 0.23% | 0.09% | 166 | +14,655 | 286.96% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 19,610 | 2,170 | 0.25% | 0.41% | 167 | -400 | -2.0% | Q1 2026 | Apr 21, 2026 |
| Fund 1 Investments, LLC | History | New | 19,527 | 2,160 | 0.25% | — | 168 | +19,527 | New | Q1 2026 | May 15, 2026 |
| Skylands Capital, LLC | History | Added to | 19,300 | 2,135 | 0.28% | 0.14% | 169 | +13,650 | 241.59% | Q1 2026 | Apr 22, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 18,376 | 2,033 | 0.01% | 0.01% | 170 | -120 | -0.65% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 18,227 | 2,017 | 0.0% | 0.0% | 171 | -31,274 | -63.18% | Q1 2026 | May 12, 2026 |
| Rangeley Capital, LLC | History | New | 17,700 | 1,958 | 1.9% | — | 172 | +17,700 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 17,590 | 1,946 | 0.0% | — | 173 | +17,590 | New | Q1 2026 | May 08, 2026 |
| Avidity Partners Management LP | History | Reduced | 16,000 | 1,893 | 0.43% | 1.74% | 174 | -17,100 | -51.66% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 17,036 | 1,885 | 0.0% | — | 175 | +17,036 | New | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 16,564 | 1,832 | 0.0% | 0.0% | 176 | +3,818 | 29.95% | Q1 2026 | May 13, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 16,066 | 1,777 | 0.09% | 0.08% | 177 | +8,008 | 99.38% | Q1 2026 | May 06, 2026 |
| Kerrisdale Advisers, LLC | History | New | 15,646 | 1,731 | 0.66% | — | 179 | +15,646 | New | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 15,648 | 1,731 | 0.04% | 0.07% | 178 | -2,518 | -13.86% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 14,859 | 1,644 | 0.0% | 0.0% | 180 | +2,221 | 17.57% | Q1 2026 | May 13, 2026 |
| Foyston, Gordon & Payne Inc | History | Reduced | 14,535 | 1,608 | 0.37% | 1.05% | 181 | -11,819 | -44.85% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | New | 14,367 | 1,589 | 0.0% | — | 182 | +14,367 | New | Q1 2026 | May 14, 2026 |
| USS Investment Management Ltd | History | Added to | 14,015 | 1,550 | 0.01% | 0.01% | 183 | +587 | 4.37% | Q1 2026 | Apr 24, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Added to | 13,967 | 1,545 | 0.36% | 0.23% | 184 | +4,694 | 50.62% | Q1 2026 | May 15, 2026 |
| MAVERICK CAPITAL LTD | History | New | 13,887 | 1,536 | 0.02% | — | 185 | +13,887 | New | Q1 2026 | May 15, 2026 |
| Capital International, Inc./CA/ | History | Reduced | 13,663 | 1,511 | 0.01% | 0.02% | 186 | -3,209 | -19.02% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 13,468 | 1,490 | 0.0% | 0.0% | 187 | +1,579 | 13.28% | Q1 2026 | May 11, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 13,238 | 1,464 | 0.01% | 0.01% | 188 | -253 | -1.88% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 13,277 | 1,459 | 0.01% | 0.01% | 189 | +4,192 | 46.14% | Q1 2026 | May 15, 2026 |
| Banque de Luxembourg S.A. | History | Reduced | 13,187 | 1,459 | 0.75% | 1.33% | 190 | -3,925 | -22.94% | Q1 2026 | Apr 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 13,112 | 1,450 | 0.0% | — | 191 | +13,112 | New | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Added to | 12,816 | 1,418 | 0.07% | 0.06% | 192 | +6,546 | 104.4% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 12,739 | 1,410 | 0.0% | 0.01% | 193 | -6,449 | -33.61% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 12,450 | 1,377 | 0.0% | 0.0% | 194 | -9,257 | -42.65% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,335 | 1,364 | 0.0% | 0.01% | 195 | -12,252 | -49.83% | Q1 2026 | Apr 27, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 12,160 | 1,345 | 0.0% | 0.02% | 196 | -22,834 | -65.25% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 11,928 | 1,319 | 0.0% | 0.0% | 197 | +8,256 | 224.84% | Q1 2026 | May 13, 2026 |
| Numerai GP LLC | History | New | 11,196 | 1,238 | 0.12% | — | 198 | +11,196 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 10,547 | 1,167 | 0.01% | 0.01% | 199 | +5,325 | 101.97% | Q1 2026 | Apr 28, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 10,055 | 1,112 | 0.0% | — | 200 | +10,055 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,885 | 1,093 | 0.06% | 0.1% | 201 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 9,863 | 1,091 | 0.0% | 0.04% | 202 | -184,287 | -94.92% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 9,200 | 1,018 | 0.0% | — | 203 | +9,200 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,050 | 1,001 | 0.01% | 0.0% | 204 | +4,118 | 83.5% | Q1 2026 | May 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 8,954 | 990 | 0.02% | 0.02% | 206 | +3,548 | 65.63% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,953 | 990 | 0.0% | 0.0% | 205 | -2,554 | -22.2% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 8,835 | 977 | 0.0% | 0.0% | 207 | +3,938 | 80.42% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,797 | 973 | 0.0% | 0.01% | 208 | -5,949 | -40.34% | Q1 2026 | May 08, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 8,665 | 958 | 0.0% | 0.01% | 209 | -58,912 | -87.18% | Q1 2026 | May 14, 2026 |
| WELCH & FORBES LLC | History | Reduced | 8,605 | 952 | 0.01% | 0.04% | 210 | -10,105 | -54.01% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 8,575 | 948 | 0.01% | 0.02% | 211 | -955 | -10.02% | Q1 2026 | Apr 23, 2026 |
| OSSIAM | History | Added to | 8,121 | 898 | 0.02% | 0.02% | 212 | +3,632 | 80.91% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 8,038 | 889 | 0.01% | 0.01% | 213 | +3,619 | 81.9% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 7,446 | 823 | 0.01% | 0.01% | 214 | +1,191 | 19.04% | Q1 2026 | May 05, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 4,459 | 812 | 0.09% | 0.09% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FORMULA GROWTH LTD | History | New | 7,000 | 774 | 0.35% | — | 216 | +7,000 | New | Q1 2026 | May 14, 2026 |
| MOTCO | History | Added to | 6,893 | 762 | 0.07% | 0.06% | 217 | +3,196 | 86.45% | Q1 2026 | Apr 22, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 6,718 | 743 | 0.04% | 0.06% | 218 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,676 | 739 | 0.0% | 0.0% | 219 | +2,348 | 54.25% | Q1 2026 | Apr 30, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 6,628 | 733 | 0.13% | 0.25% | 220 | -811 | -10.9% | Q1 2026 | May 05, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 4,022 | 732 | 0.23% | 0.23% | 221 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Militia Capital Partners, LP | History | No change | 4,000 | 728 | 0.28% | 0.28% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 6,387 | 707 | 0.1% | 0.15% | 223 | +12 | 0.19% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 6,363 | 704 | 0.15% | 0.2% | 224 | +1,148 | 22.01% | Q1 2026 | May 15, 2026 |
| Cadence Bank | History | No change | 3,862 | 703 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 6,010 | 665 | 0.01% | 0.12% | 226 | -48,163 | -88.91% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 3,632 | 661 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First National Advisers, LLC | History | Reduced | 5,936 | 656 | 0.1% | 0.19% | 228 | -1,637 | -21.62% | Q1 2026 | May 08, 2026 |
| Tributary Capital Management, LLC | History | Added to | 5,827 | 644 | 0.06% | 0.1% | 229 | +59 | 1.02% | Q1 2026 | May 04, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 5,744 | 635 | 0.04% | 0.03% | 230 | +3,314 | 136.38% | Q1 2026 | Apr 17, 2026 |
| SIG BROKERAGE, LP | History | New | 5,600 | 619 | 0.02% | — | 231 | +5,600 | New | Q1 2026 | May 15, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 5,544 | 613 | 0.22% | 0.35% | 232 | -45 | -0.81% | Q1 2026 | May 07, 2026 |
| ASO GROUP Ltd | History | No change | 5,482 | 607 | 0.26% | 0.39% | 233 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,403 | 597 | 0.0% | 0.0% | 234 | +703 | 14.96% | Q1 2026 | May 13, 2026 |
| CenterBook Partners LP | History | Added to | 5,394 | 596 | 0.03% | 0.04% | 235 | +1,340 | 33.05% | Q1 2026 | May 05, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | Reduced | 5,332 | 590 | 0.1% | 0.19% | 236 | -1,146 | -17.69% | Q1 2026 | May 13, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 5,315 | 588 | 0.05% | 0.08% | 237 | -597 | -10.1% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,192 | 574 | 0.01% | 0.02% | 238 | -105 | -1.98% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 4,696 | 519 | 0.0% | 0.01% | 239 | -21,105 | -81.8% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,672 | 517 | 0.01% | 0.01% | 240 | -235 | -4.79% | Q1 2026 | May 08, 2026 |
| Sierra Legacy Group | History | No change | 4,670 | 516 | 0.39% | 0.62% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CSM Advisors, LLC | History | Added to | 4,657 | 515 | 0.01% | 0.01% | 242 | +2,736 | 142.43% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,276 | 473 | 0.0% | 0.0% | 243 | -998 | -18.92% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,026 | 445 | 0.0% | 0.0% | 244 | +3,857 | 2282.25% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,903 | 431 | 0.0% | 0.02% | 246 | -156,919 | -97.57% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,903 | 431 | 0.0% | 0.0% | 245 | -37 | -0.94% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Reduced | 3,810 | 421 | 0.02% | 0.04% | 247 | -15 | -0.39% | Q1 2026 | May 04, 2026 |
| Diametric Capital, LP | History | New | 3,753 | 415 | 0.11% | — | 250 | +3,753 | New | Q1 2026 | May 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 3,756 | 415 | 0.17% | 0.16% | 249 | +1,723 | 84.75% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,754 | 415 | 0.0% | 0.0% | 248 | -904 | -19.41% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 3,700 | 409 | 0.0% | 0.0% | 251 | +884 | 31.39% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Reduced | 3,620 | 400 | 0.0% | 0.0% | 252 | -130 | -3.47% | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3,605 | 399 | 0.06% | 0.12% | 253 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,554 | 393 | 0.0% | 0.0% | 254 | -882 | -19.88% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 3,498 | 387 | 0.0% | 0.0% | 255 | -880 | -20.1% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,472 | 384 | 0.0% | 0.0% | 256 | +1,133 | 48.44% | Q1 2026 | May 14, 2026 |
| Persistent Asset Partners Ltd | History | Added to | 3,413 | 377 | 0.14% | 0.2% | 257 | +939 | 37.95% | Q1 2026 | May 12, 2026 |
| Trust Point Inc. | History | Reduced | 3,379 | 373 | 0.03% | 0.05% | 258 | -122 | -3.48% | Q1 2026 | Apr 15, 2026 |
| FineMark National Bank & Trust | History | No change | 2,035 | 370 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Added to | 3,335 | 369 | 0.0% | 0.01% | 260 | +894 | 36.62% | Q1 2026 | May 12, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Reduced | 3,270 | 361 | 0.02% | 0.19% | 261 | -20,462 | -86.22% | Q1 2026 | May 15, 2026 |
| Sara-Bay Financial | History | No change | 3,259 | 360 | 0.11% | 0.18% | 262 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,200 | 354 | 0.0% | 0.0% | 263 | -1,905 | -37.32% | Q1 2026 | Apr 27, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 3,200 | 354 | 0.12% | 0.1% | 264 | +1,721 | 116.36% | Q1 2026 | May 04, 2026 |
| Storgate, LLC | History | Reduced | 3,208 | 354 | 0.28% | 0.53% | 265 | -319 | -9.04% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Reduced | 3,176 | 351 | 0.0% | 0.0% | 266 | -702 | -18.1% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Added to | 3,082 | 341 | 0.04% | 0.04% | 267 | +901 | 41.31% | Q1 2026 | May 13, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | History | No change | 3,000 | 331 | 0.11% | 0.16% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GFS Advisors, LLC | History | New | 6,700 | 322 | 0.04% | — | 269 | +6,700 | New | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 2,866 | 317 | 0.08% | 0.12% | 270 | +279 | 10.78% | Q1 2026 | Apr 08, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 2,850 | 315 | 0.02% | — | 271 | +2,850 | New | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | New | 2,841 | 314 | 0.01% | — | 273 | +2,841 | New | Q1 2026 | May 14, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 2,845 | 314 | 0.32% | 0.24% | 272 | +1,465 | 106.16% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,778 | 307 | 0.0% | 0.0% | 274 | -299 | -9.72% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,760 | 305 | 0.0% | 0.0% | 275 | +401 | 17.0% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,681 | 296 | 0.0% | 0.0% | 276 | +947 | 54.61% | Q1 2026 | Apr 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,587 | 294 | 0.0% | 0.0% | 277 | -7,685 | -74.82% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,630 | 291 | 0.01% | 0.01% | 278 | +305 | 13.12% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | Added to | 2,609 | 288 | 0.0% | 0.01% | 279 | +466 | 21.75% | Q1 2026 | May 14, 2026 |
| Net Worth Advisory Group | History | Reduced | 2,604 | 288 | 0.06% | 0.11% | 280 | -260 | -9.08% | Q1 2026 | May 05, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 2,577 | 285 | 0.0% | 0.0% | 281 | +63 | 2.51% | Q1 2026 | May 08, 2026 |
| GABELLI FUNDS LLC | History | New | 2,500 | 276 | 0.0% | — | 282 | +2,500 | New | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,485 | 275 | 0.02% | — | 283 | +2,485 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,335 | 258 | 0.02% | 0.01% | 284 | +1,565 | 203.25% | Q1 2026 | May 15, 2026 |
| BayBridge Capital Group, LLC | History | No change | 1,410 | 256 | 0.16% | 0.16% | 285 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Investment Insight Wealth Management, LLC | History | Reduced | 2,313 | 255 | 0.27% | 0.56% | 287 | -839 | -26.62% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,233 | 255 | 0.0% | 0.0% | 286 | +462 | 26.09% | Q1 2026 | Apr 08, 2026 |
| Walleye Trading LLC | History | Reduced | 2,300 | 254 | 0.0% | 0.01% | 289 | -25,483 | -91.72% | Q1 2026 | May 08, 2026 |
| CIBC Asset Management Inc | History | Added to | 2,299 | 254 | 0.0% | 0.0% | 288 | +560 | 32.2% | Q1 2026 | May 12, 2026 |
| Miller Global Investments, LLC | History | Reduced | 2,304 | 254 | 0.23% | 0.38% | 290 | -12 | -0.52% | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,291 | 253 | 0.0% | 0.0% | 291 | -1,470 | -39.09% | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 2,270 | 251 | 0.0% | 0.01% | 293 | -25,534 | -91.84% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 2,271 | 251 | 0.0% | 0.01% | 292 | -578 | -20.29% | Q1 2026 | Apr 21, 2026 |
| QSV Equity Investors LLC | History | No change | 1,361 | 248 | 0.37% | 0.37% | 294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Advisors, LLC | History | No change | 2,200 | 243 | 0.03% | 0.04% | 295 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Virtus Family Office LLC | History | Reduced | 2,172 | 240 | 0.2% | 0.45% | 297 | -695 | -24.24% | Q1 2026 | May 06, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | No change | 2,173 | 240 | 0.03% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 2,162 | 239 | 0.01% | 0.08% | 298 | -14,086 | -86.69% | Q1 2026 | Apr 28, 2026 |
| T3 Companies, LLC | History | New | 2,000 | 221 | 0.29% | — | 299 | +2,000 | New | Q1 2026 | May 07, 2026 |
| VELA Investment Management, LLC | History | New | 1,994 | 220 | 0.05% | — | 300 | +1,994 | New | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,939 | 214 | 0.0% | 0.04% | 302 | -18,736 | -90.62% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,176 | 214 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,919 | 212 | 0.0% | 0.0% | 303 | -280 | -12.73% | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,161 | 209 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ground Swell Capital, LLC | History | New | 1,885 | 208 | 0.41% | — | 305 | +1,885 | New | Q1 2026 | Apr 21, 2026 |
| Henry James International Management Inc. | History | Reduced | 1,878 | 207 | 0.07% | 0.59% | 306 | -8,475 | -81.86% | Q1 2026 | Apr 10, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 1,864 | 206 | 0.02% | 0.07% | 307 | -1,685 | -47.48% | Q1 2026 | Apr 14, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 1,829 | 202 | 0.05% | 0.09% | 308 | -135 | -6.87% | Q1 2026 | May 01, 2026 |
| ABS Direct Equity Fund LLC | History | New | 1,800 | 201 | 0.15% | — | 309 | +1,800 | New | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | New | 1,808 | 200 | 0.02% | — | 311 | +1,808 | New | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,812 | 200 | 0.0% | 0.0% | 310 | -319 | -14.97% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,775 | 196 | 0.0% | 0.01% | 312 | -1,114 | -38.56% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,640 | 181 | 0.0% | 0.0% | 313 | +1,060 | 182.76% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,555 | 172 | 0.0% | 0.0% | 314 | -2,022 | -56.53% | Q1 2026 | May 13, 2026 |
| WESTPAC BANKING CORP | History | Added to | 1,547 | 171 | 0.01% | 0.01% | 315 | +401 | 34.99% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 1,489 | 164 | 0.0% | 0.0% | 316 | -93 | -5.88% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,423 | 157 | 0.0% | 0.0% | 317 | +915 | 180.12% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,396 | 154 | 0.01% | 0.02% | 318 | +101 | 7.8% | Q1 2026 | Apr 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,366 | 151 | 0.0% | — | 320 | +1,366 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,366 | 151 | 0.0% | 0.0% | 319 | -224 | -14.09% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 1,355 | 149 | 0.0% | 0.0% | 321 | +29 | 2.19% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,312 | 145 | 0.0% | 0.0% | 322 | +1,167 | 804.83% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,303 | 144 | 0.0% | 0.29% | 323 | -288,130 | -99.55% | Q1 2026 | May 14, 2026 |
| Groupe la Francaise | History | No change | 1,300 | 136 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,152 | 127 | 0.0% | 0.0% | 325 | -2,816 | -70.97% | Q1 2026 | Apr 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,142 | 116 | 0.0% | 0.0% | 326 | +40 | 3.63% | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 1,039 | 114 | 0.07% | 0.06% | 327 | +563 | 118.28% | Q1 2026 | May 08, 2026 |
| AlphaCentric Advisors LLC | History | Reduced | 973 | 107 | 0.11% | 0.23% | 328 | -322 | -24.86% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 918 | 101 | 0.0% | 0.0% | 329 | +839 | 1062.03% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 547 | 99 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 744 | 82 | 0.0% | 0.0% | 331 | +41 | 5.83% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Added to | 713 | 78 | 0.0% | 0.0% | 332 | +35 | 5.16% | Q1 2026 | Apr 22, 2026 |
| Grove Bank & Trust | History | Added to | 666 | 73 | 0.01% | 0.01% | 333 | +268 | 67.34% | Q1 2026 | Apr 08, 2026 |
| Blue Trust, Inc. | History | Added to | 658 | 72 | 0.0% | 0.0% | 334 | +444 | 207.48% | Q1 2026 | Apr 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 615 | 68 | 0.0% | 0.0% | 335 | -31 | -4.8% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Reduced | 598 | 66 | 0.01% | 0.07% | 336 | -4,327 | -87.86% | Q1 2026 | Apr 01, 2026 |
| STANCE CAPITAL LLC | History | New | 600 | 66 | 0.03% | — | 337 | +600 | New | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 559 | 62 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 475 | 52 | 0.0% | 0.0% | 339 | -12 | -2.46% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 445 | 49 | 0.0% | 0.0% | 340 | -640 | -58.99% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 437 | 48 | 0.0% | — | 341 | +437 | New | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 432 | 47 | 0.0% | 0.0% | 342 | +18 | 4.35% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 424 | 46 | 0.0% | 0.0% | 343 | -179 | -29.68% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 378 | 41 | 0.0% | 0.0% | 344 | +288 | 320.0% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 371 | 41 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Added to | 327 | 36 | 0.0% | 0.0% | 346 | +49 | 17.63% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 322 | 35 | 0.0% | 0.0% | 347 | -55 | -14.59% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 301 | 33 | 0.0% | 0.0% | 348 | +18 | 6.36% | Q1 2026 | Apr 07, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 299 | 33 | 0.01% | 0.02% | 349 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bank of New Hampshire | History | New | 282 | 31 | 0.01% | — | 350 | +282 | New | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 280 | 30 | 0.0% | 0.0% | 351 | +121 | 76.1% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 161 | 29 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 260 | 28 | 0.0% | 0.0% | 353 | -89 | -25.5% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 229 | 25 | 0.0% | 0.01% | 354 | -1,148 | -83.37% | Q1 2026 | Apr 30, 2026 |
| Security National Bank | History | No change | 200 | 22 | 0.0% | 0.01% | 355 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 198 | 21 | 0.0% | 0.0% | 356 | -445 | -69.21% | Q1 2026 | Apr 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 191 | 21 | 0.0% | 0.0% | 357 | +5 | 2.69% | Q1 2026 | May 04, 2026 |
| Banque Transatlantique SA | History | New | 188 | 20 | 0.0% | — | 358 | +188 | New | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 170 | 18 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 151 | 17 | 0.0% | 0.05% | 360 | -17,423 | -99.14% | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 157 | 17 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Boreal Capital Management LLC | History | No change | 160 | 17 | 0.01% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 153 | 16 | 0.0% | 0.0% | 363 | +15 | 10.87% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 150 | 16 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 144 | 15 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 129 | 14 | 0.0% | 0.0% | 366 | -12 | -8.51% | Q1 2026 | Apr 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 120 | 13 | 0.0% | — | 367 | +120 | New | Q1 2026 | Apr 20, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 100 | 12 | 0.0% | 0.0% | 370 | +92 | 1150.0% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 70 | 12 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 110 | 12 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MATHER GROUP, LLC. | History | New | 107 | 11 | 0.0% | — | 374 | +107 | New | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 102 | 11 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 100 | 11 | 0.0% | 0.01% | 372 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | No change | 100 | 11 | 0.01% | 0.02% | 373 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 92 | 10 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 83 | 9 | 0.0% | 0.0% | 376 | -104 | -55.61% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | No change | 80 | 9 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 78 | 8 | 0.0% | 0.0% | 378 | -13 | -14.29% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | Added to | 68 | 7 | 0.0% | 0.0% | 379 | +45 | 195.65% | Q1 2026 | May 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 58 | 6 | 0.0% | 0.0% | 380 | -3,066 | -98.14% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | New | 57 | 6 | 0.0% | — | 382 | +57 | New | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 60 | 6 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 48 | 5 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Citizens National Bank Trust Department | History | No change | 50 | 5 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | No change | 50 | 5 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Added to | 41 | 4 | 0.0% | 0.0% | 388 | +25 | 156.25% | Q1 2026 | Apr 29, 2026 |
| Transce3nd, LLC | History | Added to | 45 | 4 | 0.04% | 0.04% | 389 | +16 | 55.17% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | Reduced | 42 | 4 | 0.0% | 0.0% | 387 | -3 | -6.67% | Q1 2026 | Apr 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 38 | 4 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 38 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 20 | 2 | 0.0% | 0.0% | 397 | -39 | -66.1% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 26 | 2 | 0.0% | 0.0% | 395 | -33 | -55.93% | Q1 2026 | Apr 24, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 20 | 2 | 0.0% | — | 399 | +20 | New | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 19 | 2 | 0.0% | — | 400 | +19 | New | Q1 2026 | May 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 27 | 2 | 0.0% | 0.0% | 396 | +8 | 42.11% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 16 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 407 | -76 | -85.39% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 11 | 1 | 0.0% | — | 409 | +11 | New | Q1 2026 | May 19, 2026 |
| Key FInancial Inc | History | New | 10 | 1 | 0.0% | — | 410 | +10 | New | Q1 2026 | Apr 24, 2026 |
| Fortitude Family Office, LLC | History | Added to | 12 | 1 | 0.0% | — | 406 | +7 | 140.0% | Q1 2026 | Apr 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 12 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 11 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 12 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Merrithew & Thorsten Inc | History | No change | 14 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Orbis Allan Gray Ltd | History | Closed out | 0 | 0 | — | 3.22% | — | -4,214,661 | -100.0% | Q1 2026 | May 15, 2026 |
| Ninety One UK Ltd | History | Closed out | 0 | 0 | — | 1.15% | — | -2,945,810 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WGI DM, LLC | History | Closed out | 0 | 0 | — | 19.01% | — | -1,396,009 | -100.0% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,038,013 | -100.0% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -677,981 | -100.0% | Q1 2026 | May 06, 2026 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -616,991 | -100.0% | Q1 2026 | May 13, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 3.32% | — | -507,824 | -100.0% | Q1 2026 | May 15, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Closed out | 0 | 0 | — | 0.96% | — | -480,996 | -100.0% | Q1 2026 | May 14, 2026 |
| Ninety One North America, Inc. | History | Closed out | 0 | 0 | — | 3.36% | — | -455,399 | -100.0% | Q1 2026 | Apr 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -438,319 | -100.0% | Q1 2026 | May 12, 2026 |
| SAMLYN CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -337,681 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -289,135 | -100.0% | Q1 2026 | May 15, 2026 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 1.09% | — | -211,898 | -100.0% | Q1 2026 | May 15, 2026 |
| Canoe Financial LP | History | Closed out | 0 | 0 | — | 0.48% | — | -193,917 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Prosight Management, LP | History | Closed out | 0 | 0 | — | 4.14% | — | -110,000 | -100.0% | Q1 2026 | May 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -105,206 | -100.0% | Q1 2026 | May 14, 2026 |
| Hound Partners, LLC | History | Closed out | 0 | 0 | — | 1.84% | — | -75,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BRAIDWELL LP | History | Closed out | 0 | 0 | — | 0.43% | — | -73,370 | -100.0% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.16% | — | -61,332 | -100.0% | Q1 2026 | May 13, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | Closed out | 0 | 0 | — | 2.66% | — | -60,116 | -100.0% | Q1 2026 | May 15, 2026 |
| Arvin Capital Management LP | History | Closed out | 0 | 0 | — | 1.79% | — | -52,260 | -100.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -48,055 | -100.0% | Q1 2026 | May 14, 2026 |
| Liontrust Investment Partners LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -43,817 | -100.0% | Q1 2026 | May 20, 2026 |
| ARMOR ADVISORS, L.L.C. | History | Closed out | 0 | 0 | — | 6.5% | — | -39,868 | -100.0% | Q1 2026 | May 15, 2026 |
| Ninety One SA (PTY) Ltd | History | Closed out | 0 | 0 | — | 0.26% | — | -32,751 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Closed out | 0 | 0 | — | 0.55% | — | -32,257 | -100.0% | Q1 2026 | Apr 02, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.02% | — | -30,885 | -100.0% | Q1 2026 | May 07, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -29,343 | -100.0% | Q1 2026 | May 06, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -28,085 | -100.0% | Q1 2026 | May 11, 2026 |
| Strategic Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -27,407 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,264 | -100.0% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,500 | -100.0% | Q1 2026 | May 04, 2026 |
| Hunter Perkins Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.11% | — | -26,285 | -100.0% | Q1 2026 | May 12, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Closed out | 0 | 0 | — | 0.09% | — | -25,037 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Bellevue Group AG | History | Closed out | 0 | 0 | — | 0.08% | — | -24,560 | -100.0% | Q1 2026 | May 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,145 | -100.0% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -19,778 | -100.0% | Q1 2026 | May 05, 2026 |
| Manhattan West Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -17,939 | -100.0% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,699 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.02% | — | -11,901 | -100.0% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,028 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Hollow Brook Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -10,983 | -100.0% | Q1 2026 | May 13, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -10,106 | -100.0% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,294 | -100.0% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -9,208 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Utah Retirement Systems | History | Closed out | 0 | 0 | — | 0.02% | — | -8,677 | -100.0% | Q1 2026 | May 15, 2026 |
| Irenic Capital Management LP | History | Closed out | 0 | 0 | — | 0.1% | — | -8,000 | -100.0% | Q1 2026 | May 18, 2026 |
| NEOS Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,897 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -7,166 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Raiffeisen Bank International AG | History | Closed out | 0 | 0 | — | 0.02% | — | -7,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Huber Capital Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -6,760 | -100.0% | Q1 2026 | May 12, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Robeco Schweiz AG | History | Closed out | 0 | 0 | — | 0.02% | — | -5,582 | -100.0% | Q1 2026 | May 07, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,150 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,022 | -100.0% | Q1 2026 | Apr 01, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.41% | — | -5,001 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Redmond Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,931 | -100.0% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,666 | -100.0% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,048 | -100.0% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,805 | -100.0% | Q1 2026 | May 12, 2026 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,576 | -100.0% | Q1 2026 | May 15, 2026 |
| Annandale Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,298 | -100.0% | Q1 2026 | Apr 30, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,961 | -100.0% | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | Closed out | 0 | 0 | — | 0.13% | — | -2,921 | -100.0% | Q1 2026 | May 13, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,841 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,754 | -100.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,672 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,659 | -100.0% | Q1 2026 | May 07, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,534 | -100.0% | Q1 2026 | May 11, 2026 |
| Optimize Financial Inc | History | Closed out | 0 | 0 | — | 0.23% | — | -2,461 | -100.0% | Q1 2026 | May 12, 2026 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,301 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,224 | -100.0% | Q1 2026 | May 15, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -2,193 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,078 | -100.0% | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,071 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,958 | -100.0% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,883 | -100.0% | Q1 2026 | Apr 17, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,865 | -100.0% | Q1 2026 | May 11, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.01% | — | -1,795 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,720 | -100.0% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -1,693 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,689 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Creek Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,655 | -100.0% | Q1 2026 | May 06, 2026 |
| Somerset Trust Co | History | Closed out | 0 | 0 | — | 0.09% | — | -1,650 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,624 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,584 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,573 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Simplify Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,555 | -100.0% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,535 | -100.0% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,511 | -100.0% | Q1 2026 | May 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,440 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Tandem Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,379 | -100.0% | Q1 2026 | May 07, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,364 | -100.0% | Q1 2026 | May 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,360 | -100.0% | Q1 2026 | May 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,338 | -100.0% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.05% | — | -1,332 | -100.0% | Q1 2026 | May 12, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -1,328 | -100.0% | Q1 2026 | May 01, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,325 | -100.0% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,309 | -100.0% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,293 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,292 | -100.0% | Q1 2026 | Apr 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,258 | -100.0% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,226 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Pettee Investors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -1,200 | -100.0% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,156 | -100.0% | Q1 2026 | May 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,150 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Hardy Reed LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,147 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -806 | -100.0% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q1 2026 | May 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 16, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -119 | -99.17% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -94 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 15, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -60 | -100.0% | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Nova Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q1 2026 | Apr 14, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | Apr 10, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 6 | 0 | — | 0.0% | — | -28 | -82.35% | Q1 2026 | Apr 17, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -28 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 04, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Financial Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -14 | -93.33% | Q1 2026 | Apr 20, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -9 | -90.0% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -8 | -53.33% | Q1 2026 | Apr 28, 2026 |
| WPG Advisers, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -8 | -57.14% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 7 | 0 | — | 0.0% | — | -5 | -41.67% | Q1 2026 | Apr 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q1 2026 | Apr 08, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q1 2026 | Apr 23, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | Apr 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 14, 2026 |
| 1015 Capital Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 11, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Seneschal Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 7 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TD Capital Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 8 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |