IDACORP INC - IDA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 6,493,979 | 928,444 | 0.02% | 0.01% | 1 | -128,041 | -1.93% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,995,520 | 758,793 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,252,196 | 464,966 | 0.02% | — | 3 | +3,252,196 | New | Q1 2026 | May 08, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,856,235 | 408,355 | 0.08% | 0.07% | 4 | -162,302 | -5.38% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,443,524 | 349,350 | 0.01% | — | 5 | +2,443,524 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,177,760 | 311,354 | 0.02% | 0.02% | 6 | +73,820 | 3.51% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 1,953,221 | 279,253 | 0.19% | 0.05% | 7 | +1,579,166 | 422.17% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,924,146 | 275,095 | 0.01% | 0.01% | 8 | +36,198 | 1.92% | Q1 2026 | May 15, 2026 |
| REAVES W H & CO INC | History | Reduced | 1,800,478 | 257,414 | 4.27% | 4.0% | 9 | -7,333 | -0.41% | Q1 2026 | May 07, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 1,497,342 | 214,074 | 0.15% | 0.11% | 10 | +13,694 | 0.92% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 1,441,538 | 206,096 | 0.01% | 0.01% | 11 | +505,118 | 53.94% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,350,480 | 193,078 | 0.16% | 0.1% | 12 | +816,443 | 152.88% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,313,454 | 187,784 | 0.14% | 0.12% | 13 | +13,723 | 1.06% | Q1 2026 | May 14, 2026 |
| Capital World Investors | History | New | 1,186,800 | 169,676 | 0.02% | — | 14 | +1,186,800 | New | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,108,913 | 158,588 | 0.01% | 0.01% | 15 | +6,186 | 0.56% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,199,901 | 151,859 | 0.05% | 0.05% | 16 | -137,716 | -10.3% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 770,812 | 110,202 | 0.12% | 0.1% | 17 | -9,149 | -1.17% | Q1 2026 | Apr 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 742,626 | 106,171 | 0.02% | 0.02% | 18 | -3,184 | -0.43% | Q1 2026 | May 07, 2026 |
| Zimmer Partners, LP | History | Reduced | 723,692 | 103,466 | 2.49% | 2.67% | 19 | -76,800 | -9.59% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 699,780 | 100,049 | 0.88% | 0.78% | 20 | -17,195 | -2.4% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 669,831 | 95,765 | 0.01% | 0.01% | 21 | +21,026 | 3.24% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 667,743 | 95,467 | 0.06% | 0.06% | 22 | -117,711 | -14.99% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 638,391 | 91,271 | 0.3% | 0.27% | 23 | -57,331 | -8.24% | Q1 2026 | May 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 577,290 | 82,535 | 0.91% | 0.86% | 24 | -7,766 | -1.33% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 521,141 | 74,507 | 0.01% | 0.01% | 25 | -114,061 | -17.96% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 489,165 | 69,935 | 0.01% | 0.01% | 26 | -349 | -0.07% | Q1 2026 | May 05, 2026 |
| Boston Trust Walden Corp | History | Reduced | 479,611 | 68,569 | 0.56% | 0.5% | 27 | -47,748 | -9.05% | Q1 2026 | Apr 24, 2026 |
| Life Cycle Investment Partners Ltd | History | Added to | 462,875 | 66,177 | 0.42% | 0.27% | 28 | +156,167 | 50.92% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 462,865 | 66,175 | 0.05% | 0.06% | 29 | -161,665 | -25.89% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 460,740 | 65,874 | 0.04% | 0.03% | 30 | -13,667 | -2.88% | Q1 2026 | May 04, 2026 |
| Capital Research Global Investors | History | Added to | 460,000 | 65,766 | 0.01% | 0.01% | 31 | +108,300 | 30.79% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 459,788 | 65,735 | 0.02% | 0.01% | 32 | +16,229 | 3.66% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 513,900 | 65,039 | 0.13% | 0.13% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 439,939 | 62,898 | 0.01% | 0.01% | 34 | -9,993 | -2.22% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 418,177 | 59,786 | 0.01% | 0.01% | 35 | +85,849 | 25.83% | Q1 2026 | May 15, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 413,452 | 59,111 | 1.68% | 1.53% | 36 | -4,079 | -0.98% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 399,631 | 57,135 | 0.01% | 0.01% | 37 | +95,470 | 31.39% | Q1 2026 | May 05, 2026 |
| Energy Income Partners, LLC | History | Added to | 393,961 | 56,324 | 0.91% | 0.9% | 38 | +3,307 | 0.85% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 378,882 | 54,168 | 0.06% | 0.03% | 39 | +141,476 | 59.59% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 378,704 | 54,143 | 0.01% | 0.01% | 40 | +121,110 | 47.02% | Q1 2026 | May 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 376,154 | 53,778 | 1.79% | 1.53% | 41 | -30,625 | -7.53% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 340,389 | 48,665 | 0.0% | 0.0% | 42 | -19,085 | -5.31% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 335,592 | 47,979 | 0.01% | — | 43 | +335,592 | New | Q1 2026 | May 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 320,007 | 45,479 | 0.04% | 0.03% | 44 | -9,080 | -2.76% | Q1 2026 | May 14, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 311,159 | 44,486 | 0.06% | 0.04% | 45 | +60,508 | 24.14% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 303,168 | 43,343 | 0.01% | 0.01% | 46 | -37,661 | -11.05% | Q1 2026 | May 14, 2026 |
| MAIRS & POWER INC | History | Reduced | 301,377 | 43,087 | 0.44% | 0.37% | 47 | -1,131 | -0.37% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 288,360 | 41,226 | 0.05% | 0.04% | 48 | +7,177 | 2.55% | Q1 2026 | May 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 280,497 | 40,102 | 0.29% | 0.31% | 49 | -24,050 | -7.9% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 271,553 | 38,593 | 0.0% | 0.0% | 50 | -14,297 | -5.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 251,863 | 36,008 | 0.01% | 0.01% | 51 | -20,679 | -7.59% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 250,818 | 35,857 | 0.03% | 0.03% | 52 | -9,486 | -3.64% | Q1 2026 | May 13, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 242,392 | 34,655 | 1.66% | 1.0% | 53 | +80,533 | 49.76% | Q1 2026 | Apr 27, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 240,603 | 34,399 | 0.08% | 0.05% | 54 | +84,362 | 53.99% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Reduced | 222,546 | 31,817 | 0.01% | 0.01% | 55 | -10,796 | -4.63% | Q1 2026 | Apr 30, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 222,487 | 31,808 | 0.11% | 0.2% | 56 | -353,590 | -61.38% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 218,263 | 31,205 | 0.01% | 0.01% | 57 | +18,515 | 9.27% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 216,528 | 30,957 | 0.01% | 0.0% | 58 | +4,774 | 2.25% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 196,524 | 28,097 | 0.0% | 0.0% | 59 | +129,598 | 193.64% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 194,483 | 27,805 | 0.07% | 0.04% | 60 | +89,061 | 84.48% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Added to | 192,654 | 27,543 | 0.04% | 0.0% | 61 | +190,487 | 8790.36% | Q1 2026 | Apr 24, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Reduced | 183,772 | 26,273 | 0.65% | 0.6% | 62 | -2,210 | -1.19% | Q1 2026 | May 04, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 180,000 | 25,734 | 0.04% | 0.08% | 63 | -212,500 | -54.14% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 168,030 | 24,023 | 0.03% | 0.03% | 64 | -16,984 | -9.18% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 163,389 | 23,359 | 0.02% | 0.02% | 65 | -4,651 | -2.77% | Q1 2026 | May 12, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 162,960 | 23,298 | 1.15% | 1.07% | 66 | -4,491 | -2.68% | Q1 2026 | Apr 17, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 158,760 | 22,697 | 2.2% | 2.03% | 67 | -4,367 | -2.68% | Q1 2026 | May 04, 2026 |
| Retirement Systems of Alabama | History | Added to | 147,356 | 21,067 | 0.07% | 0.06% | 68 | +1,394 | 0.96% | Q1 2026 | Apr 24, 2026 |
| Tidal Investments LLC | History | Added to | 143,105 | 20,459 | 0.04% | 0.01% | 69 | +119,629 | 509.58% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 139,882 | 19,998 | 0.08% | 0.06% | 70 | +7,998 | 6.06% | Q1 2026 | Apr 24, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 139,554 | 19,952 | 0.42% | 0.38% | 71 | -2,222 | -1.57% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 128,268 | 18,339 | 0.0% | 0.0% | 72 | +79,051 | 160.62% | Q1 2026 | May 15, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 127,711 | 18,259 | 1.72% | 1.49% | 73 | +919 | 0.72% | Q1 2026 | Apr 02, 2026 |
| TEMA ETFS LLC | History | Added to | 118,034 | 16,875 | 1.13% | 0.78% | 74 | +38,626 | 48.64% | Q1 2026 | Apr 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 116,667 | 16,679 | 0.01% | 0.0% | 75 | +911 | 0.79% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 116,148 | 16,605 | 0.0% | 0.0% | 76 | +112 | 0.1% | Q1 2026 | May 13, 2026 |
| Yaupon Capital Management LP | History | Added to | 112,690 | 16,111 | 0.5% | 0.32% | 77 | +42,177 | 59.81% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Reduced | 107,728 | 15,401 | 0.02% | 0.03% | 78 | -21,019 | -16.33% | Q1 2026 | Apr 29, 2026 |
| Swiss National Bank | History | Added to | 106,900 | 15,283 | 0.01% | 0.01% | 79 | +300 | 0.28% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 105,473 | 15,079 | 0.01% | 0.01% | 80 | -36,505 | -25.71% | Q1 2026 | May 06, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 99,581 | 14,237 | 0.47% | 0.26% | 81 | +8,841 | 9.74% | Q1 2026 | Apr 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 99,508 | 14,226 | 0.05% | 0.04% | 82 | -666 | -0.66% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 96,646 | 13,817 | 0.07% | 0.07% | 83 | -5,609 | -5.49% | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | Added to | 95,983 | 13,722 | 0.04% | 0.02% | 84 | +47,913 | 99.67% | Q1 2026 | May 15, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 95,750 | 13,689 | 0.43% | 0.5% | 85 | -34,875 | -26.7% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Added to | 95,543 | 13,659 | 0.06% | 0.03% | 86 | +38,721 | 68.14% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 88,960 | 12,718 | 0.02% | 0.0% | 87 | +58,187 | 189.08% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 88,752 | 12,689 | 0.0% | 0.0% | 88 | +1,168 | 1.33% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 78,708 | 11,252 | 0.05% | 0.02% | 89 | +24,920 | 46.33% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 77,943 | 11,144 | 0.02% | 0.01% | 90 | +4,627 | 6.31% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 77,378 | 11,127 | 0.02% | 0.0% | 91 | +75,669 | 4427.68% | Q1 2026 | May 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 76,334 | 10,913 | 0.02% | 0.02% | 92 | -537 | -0.7% | Q1 2026 | May 11, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | New | 75,000 | 10,722 | 0.29% | — | 93 | +75,000 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 74,498 | 10,650 | 0.01% | 0.01% | 94 | -42,076 | -36.09% | Q1 2026 | May 12, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 72,956 | 10,431 | 0.65% | 0.58% | 95 | -10,170 | -12.23% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 71,431 | 10,212 | 0.0% | 0.0% | 96 | +7,539 | 11.8% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 71,041 | 10,156 | 0.02% | 0.02% | 97 | +3,669 | 5.45% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 70,621 | 10,097 | 0.02% | 0.02% | 98 | -1,772 | -2.45% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 67,982 | 9,718 | 0.01% | 0.01% | 99 | -23,795 | -25.93% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 67,794 | 9,692 | 0.01% | 0.01% | 100 | +16,536 | 32.26% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 63,633 | 9,097 | 0.07% | 0.05% | 101 | +13,333 | 26.51% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 63,333 | 9,054 | 0.02% | 0.0% | 102 | +49,281 | 350.7% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 61,306 | 8,668 | 0.0% | 0.0% | 103 | +9,357 | 18.01% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,225 | 8,610 | 0.0% | 0.0% | 104 | +24,970 | 70.83% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 59,774 | 8,545 | 0.06% | 0.02% | 105 | +21,751 | 57.2% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 56,275 | 8,045 | 0.01% | 0.0% | 106 | +16,506 | 41.5% | Q1 2026 | May 12, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 55,521 | 7,937 | 0.05% | 0.05% | 107 | -479 | -0.86% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 50,264 | 7,186 | 0.22% | 0.18% | 108 | +944 | 1.91% | Q1 2026 | May 11, 2026 |
| Magellan Asset Management Ltd | History | Added to | 50,116 | 7,165 | 0.09% | 0.06% | 109 | +9,665 | 23.89% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 49,266 | 7,043 | 0.08% | 0.07% | 110 | +75 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 48,687 | 6,960 | 0.04% | 0.04% | 111 | -594 | -1.21% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 48,530 | 6,938 | 0.0% | 0.0% | 112 | +1,730 | 3.7% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 46,193 | 6,604 | 0.01% | 0.01% | 113 | +2,675 | 6.15% | Q1 2026 | Apr 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,718 | 6,561 | 0.0% | 0.0% | 114 | +45,394 | 3428.55% | Q1 2026 | May 15, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 45,417 | 6,493 | 0.07% | 0.02% | 115 | +29,780 | 190.45% | Q1 2026 | Apr 16, 2026 |
| THOMAS STORY & SON LLC | History | Reduced | 44,258 | 6,327 | 2.43% | 2.09% | 116 | -150 | -0.34% | Q1 2026 | May 05, 2026 |
| Phocas Financial Corp. | History | Reduced | 44,202 | 6,319 | 0.99% | 0.93% | 117 | -12,460 | -21.99% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 43,574 | 6,229 | 0.01% | 0.0% | 118 | +20,050 | 85.23% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 42,627 | 6,094 | 0.0% | 0.0% | 119 | +37,195 | 684.74% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 41,581 | 5,944 | 0.01% | 0.0% | 120 | -1,657 | -3.83% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 41,573 | 5,943 | 0.01% | 0.02% | 121 | -49,739 | -54.47% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 41,313 | 5,906 | 0.01% | — | 122 | +41,313 | New | Q1 2026 | May 08, 2026 |
| Emerald Investment Advisers, LLC | History | New | 41,201 | 5,890 | 0.53% | — | 123 | +41,201 | New | Q1 2026 | May 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 40,742 | 5,824 | 0.02% | — | 124 | +40,742 | New | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 39,073 | 5,586 | 0.02% | 0.01% | 125 | -4,252 | -9.81% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | New | 38,502 | 5,504 | 0.11% | — | 126 | +38,502 | New | Q1 2026 | May 11, 2026 |
| Hilton Capital Management, LLC | History | Added to | 38,257 | 5,469 | 0.41% | 0.32% | 127 | +4,848 | 14.51% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 37,814 | 5,406 | 0.01% | 0.01% | 128 | +2,423 | 6.85% | Q1 2026 | May 08, 2026 |
| Buckley Wealth Management, LLC | History | No change | 37,805 | 5,404 | 1.38% | 1.27% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 37,561 | 5,370 | 0.03% | 0.02% | 130 | +6,168 | 19.65% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 37,069 | 5,299 | 0.4% | 0.35% | 131 | +195 | 0.53% | Q1 2026 | Apr 14, 2026 |
| Aventail Capital Group, LP | History | Added to | 36,266 | 5,184 | 0.25% | 0.18% | 132 | +11,540 | 46.67% | Q1 2026 | May 15, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 36,029 | 5,151 | 0.68% | 0.64% | 133 | -2,050 | -5.38% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,843 | 5,124 | 0.0% | 0.0% | 134 | +24,715 | 222.1% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Added to | 35,731 | 5,108 | 0.07% | 0.04% | 135 | +6,901 | 23.94% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 34,750 | 4,968 | 0.04% | 0.0% | 136 | +31,998 | 1162.72% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 33,801 | 4,833 | 0.04% | 0.03% | 137 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Texas Yale Capital Corp. | History | Added to | 33,655 | 4,811 | 0.14% | 0.13% | 138 | +150 | 0.45% | Q1 2026 | May 04, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 33,350 | 4,768 | 0.0% | 0.0% | 139 | -984 | -2.87% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 32,930 | 4,708 | 0.0% | 0.0% | 140 | +830 | 2.59% | Q1 2026 | May 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 32,480 | 4,644 | 0.09% | 0.02% | 141 | +23,170 | 248.87% | Q1 2026 | May 13, 2026 |
| River Road Asset Management, LLC | History | Reduced | 32,329 | 4,622 | 0.05% | 0.06% | 142 | -14,300 | -30.67% | Q1 2026 | Apr 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 32,223 | 4,615 | 0.01% | 0.01% | 143 | +885 | 2.82% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | New | 31,972 | 4,571 | 0.06% | — | 144 | +31,972 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 30,976 | 4,428 | 0.0% | 0.0% | 145 | -2,303 | -6.92% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 29,533 | 4,222 | 0.01% | 0.01% | 146 | -2,963 | -9.12% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 29,425 | 4,206 | 0.02% | 0.02% | 147 | -456 | -1.53% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 29,055 | 4,154 | 0.02% | 0.02% | 148 | -1,878 | -6.07% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 28,110 | 4,018 | 0.0% | 0.0% | 149 | -1,534 | -5.17% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 27,679 | 3,957 | 0.01% | 0.0% | 150 | +9,162 | 49.48% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 27,381 | 3,914 | 0.04% | 0.0% | 151 | +24,763 | 945.87% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 27,205 | 3,889 | 0.01% | 0.0% | 152 | +6,713 | 32.76% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 26,584 | 3,800 | 0.02% | 0.02% | 153 | +179 | 0.68% | Q1 2026 | May 14, 2026 |
| Sciencast Management LP | History | New | 25,164 | 3,597 | 0.46% | — | 154 | +25,164 | New | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 25,067 | 3,583 | 0.0% | 0.01% | 155 | -113,653 | -81.93% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 24,784 | 3,543 | 0.03% | 0.02% | 156 | +1,099 | 4.64% | Q1 2026 | May 08, 2026 |
| SummitTX Capital, L.P. | History | Added to | 24,776 | 3,542 | 0.11% | 0.03% | 157 | +16,072 | 184.65% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 24,657 | 3,527 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Entropy Technologies, LP | History | Added to | 24,273 | 3,470 | 0.16% | 0.04% | 159 | +17,931 | 282.73% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 23,898 | 3,416 | 0.0% | — | 160 | +23,898 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 23,592 | 3,372 | 0.03% | 0.02% | 161 | +1,133 | 5.04% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 23,081 | 3,300 | 0.01% | 0.01% | 162 | +488 | 2.16% | Q1 2026 | May 14, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 22,907 | 3,275 | 0.49% | 0.34% | 163 | +5,317 | 30.23% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 22,353 | 3,196 | 0.01% | 0.01% | 164 | -544 | -2.38% | Q1 2026 | Apr 22, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 21,888 | 3,129 | 0.0% | 0.0% | 165 | +922 | 4.4% | Q1 2026 | May 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 21,547 | 3,080 | 0.01% | 0.01% | 166 | +2,645 | 13.99% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 21,505 | 3,074 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 21,139 | 3,022 | 0.01% | 0.01% | 168 | -8,496 | -28.67% | Q1 2026 | Apr 24, 2026 |
| Quantbot Technologies LP | History | Added to | 20,931 | 2,992 | 0.12% | 0.03% | 169 | +13,792 | 193.19% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 20,711 | 2,961 | 0.03% | 0.03% | 170 | -1,782 | -7.92% | Q1 2026 | May 07, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 20,562 | 2,939 | 0.02% | 0.02% | 171 | +3,005 | 17.12% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 20,494 | 2,930 | 0.01% | 0.0% | 172 | +20,146 | 5789.08% | Q1 2026 | May 01, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 20,451 | 2,923 | 0.02% | 0.01% | 173 | +10,613 | 107.88% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 20,290 | 2,900 | 0.01% | 0.01% | 174 | -20,743 | -50.55% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 19,689 | 2,814 | 0.01% | 0.01% | 175 | -3,605 | -15.48% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 19,614 | 2,804 | 0.0% | 0.0% | 176 | -40 | -0.2% | Q1 2026 | May 15, 2026 |
| PRING TURNER CAPITAL GROUP INC | History | No change | 21,986 | 2,782 | 1.67% | 1.72% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,244 | 2,751 | 0.02% | 0.02% | 178 | -2,456 | -11.32% | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 18,842 | 2,723 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 18,405 | 2,631 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 20,706 | 2,620 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Reduced | 17,685 | 2,528 | 0.0% | 0.0% | 182 | -15,735 | -47.08% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 17,614 | 2,518 | 0.01% | 0.01% | 183 | -485 | -2.68% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 17,560 | 2,510 | 0.01% | 0.01% | 184 | -524 | -2.9% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 17,550 | 2,509 | 0.01% | 0.01% | 185 | -259 | -1.45% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 16,573 | 2,369 | 0.0% | 0.0% | 186 | -169 | -1.01% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 16,476 | 2,355 | 0.01% | 0.01% | 187 | -2 | -0.01% | Q1 2026 | May 26, 2026 |
| Cetera Investment Advisers | History | Added to | 16,185 | 2,313 | 0.0% | 0.0% | 188 | +48 | 0.3% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 15,935 | 2,278 | 0.03% | 0.02% | 189 | +5,324 | 50.17% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,815 | 2,261 | 0.03% | 0.02% | 190 | -850 | -5.1% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 15,700 | 2,244 | 0.04% | 0.03% | 191 | +700 | 4.67% | Q1 2026 | Apr 20, 2026 |
| BANQUE PICTET & CIE SA | History | New | 15,600 | 2,230 | 0.02% | — | 192 | +15,600 | New | Q1 2026 | Apr 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 15,241 | 2,179 | 0.19% | 0.17% | 193 | -14,688 | -49.08% | Q1 2026 | May 15, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 15,156 | 2,166 | 0.01% | 0.01% | 194 | -140 | -0.92% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 15,038 | 2,149 | 0.03% | 0.02% | 195 | +6,835 | 83.32% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 14,858 | 2,124 | 0.01% | 0.01% | 196 | -178 | -1.18% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 14,608 | 2,088 | 0.0% | 0.0% | 197 | +2,511 | 20.76% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 14,603 | 2,087 | 0.06% | 0.13% | 198 | -21,195 | -59.21% | Q1 2026 | May 15, 2026 |
| Bridgefront Capital, LLC | History | New | 14,175 | 2,026 | 0.5% | — | 199 | +14,175 | New | Q1 2026 | May 15, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | New | 77,612 | 1,997 | 0.77% | — | 200 | +77,612 | New | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 13,726 | 1,962 | 0.15% | 0.13% | 201 | +857 | 6.66% | Q1 2026 | Apr 22, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 13,500 | 1,930 | 0.02% | 0.02% | 202 | +500 | 3.85% | Q1 2026 | May 14, 2026 |
| RW Investment Management LLC | History | New | 13,382 | 1,913 | 0.19% | — | 203 | +13,382 | New | Q1 2026 | Apr 28, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 13,020 | 1,861 | 0.01% | 0.01% | 204 | +200 | 1.56% | Q1 2026 | May 04, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 12,515 | 1,789 | 0.01% | — | 205 | +12,515 | New | Q1 2026 | May 11, 2026 |
| Centiva Capital, LP | History | New | 12,476 | 1,783 | 0.01% | — | 206 | +12,476 | New | Q1 2026 | May 14, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 12,379 | 1,769 | 0.08% | 0.07% | 207 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,177 | 1,741 | 0.0% | 0.0% | 208 | +7 | 0.06% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,025 | 1,734 | 0.0% | 0.0% | 209 | -6,109 | -33.69% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 12,108 | 1,731 | 0.03% | 0.02% | 210 | +16 | 0.13% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 12,041 | 1,722 | 0.03% | 0.02% | 211 | +3,685 | 44.1% | Q1 2026 | May 01, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 11,942 | 1,707 | 0.09% | 0.08% | 212 | +457 | 3.98% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,670 | 1,668 | 0.0% | 0.0% | 213 | +551 | 4.96% | Q1 2026 | Apr 27, 2026 |
| AMG National Trust Bank | History | Reduced | 11,665 | 1,667 | 0.04% | 0.04% | 214 | -288 | -2.41% | Q1 2026 | May 04, 2026 |
| ALLSTATE CORP | History | New | 11,374 | 1,626 | 0.02% | — | 215 | +11,374 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,087 | 1,585 | 0.0% | 0.0% | 216 | -77 | -0.69% | Q1 2026 | Apr 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,062 | 1,581 | 0.02% | 0.02% | 217 | +300 | 2.79% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 11,017 | 1,575 | 0.02% | 0.02% | 218 | +33 | 0.3% | Q1 2026 | Apr 23, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 10,562 | 1,510 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 10,548 | 1,508 | 0.16% | 0.14% | 220 | -325 | -2.99% | Q1 2026 | Apr 15, 2026 |
| COMMERCE BANK | History | Reduced | 10,511 | 1,502 | 0.01% | 0.01% | 221 | -410 | -3.75% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 10,479 | 1,498 | 0.09% | 0.04% | 222 | +6,557 | 167.19% | Q1 2026 | May 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 10,457 | 1,495 | 0.05% | 0.03% | 223 | +4,086 | 64.13% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 10,428 | 1,490 | 0.02% | 0.01% | 224 | +26 | 0.25% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | No change | 10,374 | 1,483 | 0.13% | 0.12% | 225 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,300 | 1,473 | 0.05% | 0.04% | 226 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 9,956 | 1,423 | 0.04% | 0.04% | 227 | +51 | 0.51% | Q1 2026 | May 13, 2026 |
| AGP FRANKLIN, LLC | History | Reduced | 9,629 | 1,376 | 0.69% | 0.71% | 228 | -2,276 | -19.12% | Q1 2026 | Apr 17, 2026 |
| M&T BANK CORP | History | Reduced | 9,521 | 1,361 | 0.0% | 0.0% | 229 | -751 | -7.31% | Q1 2026 | May 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 9,270 | 1,325 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,090 | 1,294 | 0.0% | 0.0% | 231 | +635 | 7.51% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 8,961 | 1,281 | 0.01% | 0.03% | 232 | -14,409 | -61.66% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 8,784 | 1,255 | 0.02% | 0.02% | 233 | -2,884 | -24.72% | Q1 2026 | May 15, 2026 |
| First National Advisers, LLC | History | Reduced | 8,740 | 1,249 | 0.18% | 0.16% | 234 | -237 | -2.64% | Q1 2026 | May 08, 2026 |
| WINTON GROUP Ltd | History | New | 8,500 | 1,215 | 0.04% | — | 235 | +8,500 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,465 | 1,210 | 0.0% | 0.0% | 236 | +730 | 9.44% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 8,403 | 1,201 | 0.0% | 0.0% | 237 | -2,117 | -20.12% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | New | 8,151 | 1,165 | 0.58% | — | 238 | +8,151 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,122 | 1,161 | 0.03% | 0.01% | 239 | +5,666 | 230.7% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 7,842 | 1,121 | 0.01% | 0.01% | 240 | -2,152 | -21.53% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | New | 7,657 | 1,093 | 0.0% | — | 241 | +7,657 | New | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,580 | 1,083 | 0.0% | 0.0% | 242 | +1,940 | 34.4% | Q1 2026 | May 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 7,336 | 1,048 | 0.61% | 0.53% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,262 | 1,038 | 0.01% | 0.0% | 244 | +2,186 | 43.07% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 7,248 | 1,036 | 0.02% | — | 245 | +7,248 | New | Q1 2026 | May 15, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 7,200 | 1,029 | 0.2% | 0.17% | 246 | +700 | 10.77% | Q1 2026 | Apr 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 7,147 | 1,021 | 0.01% | — | 247 | +7,147 | New | Q1 2026 | May 01, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 7,010 | 1,002 | 0.09% | 0.08% | 248 | +477 | 7.3% | Q1 2026 | Apr 09, 2026 |
| Continuum Advisory, LLC | History | Reduced | 6,989 | 999 | 0.1% | 0.1% | 249 | -1,211 | -14.77% | Q1 2026 | Apr 22, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 6,464 | 954 | 0.05% | 0.1% | 250 | -4,827 | -42.75% | Q1 2026 | May 15, 2026 |
| Sagewood Asset Management LP | History | Added to | 6,653 | 951 | 0.3% | 0.2% | 251 | +2,202 | 49.47% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,582 | 940 | 0.0% | 0.0% | 252 | +195 | 3.05% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,482 | 926 | 0.01% | 0.0% | 253 | +103 | 1.61% | Q1 2026 | May 05, 2026 |
| XPONANCE LLC | History | Added to | 6,413 | 916 | 0.01% | 0.0% | 254 | +1,472 | 29.79% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,245 | 893 | 0.0% | 0.0% | 255 | +109 | 1.78% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,087 | 870 | 0.0% | 0.0% | 256 | +368 | 6.43% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 5,875 | 839 | 0.03% | 0.02% | 257 | -51 | -0.86% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,824 | 832 | 0.01% | 0.01% | 258 | +156 | 2.75% | Q1 2026 | Jun 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,808 | 830 | 0.02% | 0.02% | 259 | +51 | 0.89% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,753 | 822 | 0.0% | 0.0% | 260 | -17 | -0.29% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 5,742 | 820 | 0.01% | 0.01% | 261 | -517 | -8.26% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,661 | 809 | 0.0% | 0.0% | 262 | +510 | 9.9% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,658 | 808 | 0.0% | 0.0% | 263 | -148 | -2.55% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,520 | 789 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trust Point Inc. | History | Reduced | 5,505 | 787 | 0.07% | 0.06% | 265 | -175 | -3.08% | Q1 2026 | Apr 15, 2026 |
| CROBAN | History | Added to | 5,471 | 782 | 0.37% | 0.25% | 266 | +1,389 | 34.03% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 6,077 | 769 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,334 | 762 | 0.0% | 0.0% | 268 | +506 | 10.48% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,303 | 758 | 0.01% | 0.01% | 269 | +185 | 3.61% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Added to | 5,198 | 743 | 0.0% | 0.0% | 270 | +3,035 | 140.31% | Q1 2026 | May 13, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 5,187 | 742 | 0.43% | 0.46% | 271 | -33 | -0.63% | Q1 2026 | May 11, 2026 |
| FULTON BANK, N.A. | History | Reduced | 5,161 | 737 | 0.03% | 0.02% | 272 | -68 | -1.3% | Q1 2026 | Apr 24, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 5,082 | 726 | 0.19% | 0.05% | 273 | +3,501 | 221.44% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 5,068 | 724 | 0.02% | 0.02% | 274 | +441 | 9.53% | Q1 2026 | Apr 15, 2026 |
| Brooklyn Investment Group | History | Added to | 5,010 | 716 | 0.02% | 0.02% | 275 | +1,075 | 27.32% | Q1 2026 | Apr 29, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 5,005 | 715 | 0.33% | 0.3% | 276 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAHL & GAYNOR INC | History | No change | 5,000 | 714 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tumwater Wealth Management, LLC | History | Reduced | 4,981 | 712 | 0.29% | 0.26% | 278 | -7 | -0.14% | Q1 2026 | Apr 20, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 4,947 | 707 | 0.33% | — | 279 | +4,947 | New | Q1 2026 | Apr 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 4,930 | 704 | 0.08% | 0.07% | 280 | +7 | 0.14% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,904 | 701 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | New | 4,879 | 697 | 0.02% | — | 282 | +4,879 | New | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 4,798 | 685 | 0.2% | — | 284 | +4,798 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 4,798 | 685 | 0.2% | 0.19% | 283 | -97 | -1.98% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,597 | 657 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,169 | 654 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 4,492 | 642 | 0.0% | 0.0% | 287 | -1,099 | -19.66% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,248 | 607 | 0.0% | 0.0% | 289 | -2,005 | -32.06% | Q1 2026 | Apr 30, 2026 |
| Verity Asset Management, Inc. | History | Added to | 4,247 | 607 | 0.25% | 0.22% | 288 | +266 | 6.68% | Q1 2026 | Apr 21, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 4,211 | 602 | 0.17% | 0.14% | 290 | +272 | 6.91% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 4,165 | 595 | 0.0% | 0.0% | 291 | -37 | -0.88% | Q1 2026 | May 05, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 4,156 | 594 | 0.01% | 0.01% | 292 | +104 | 2.57% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 4,050 | 579 | 0.03% | 0.02% | 293 | +695 | 20.72% | Q1 2026 | May 05, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,024 | 575 | 0.17% | 0.2% | 294 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,006 | 572 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 4,000 | 571 | 0.09% | 0.07% | 296 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,991 | 570 | 0.01% | 0.01% | 297 | -636 | -13.75% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,958 | 565 | 0.01% | 0.01% | 298 | -15 | -0.38% | Q1 2026 | May 04, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,927 | 561 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vident Advisory, LLC | History | Reduced | 3,869 | 553 | 0.0% | 0.01% | 300 | -493 | -11.3% | Q1 2026 | May 14, 2026 |
| IFM Investors Pty Ltd | History | New | 3,854 | 551 | 0.0% | — | 301 | +3,854 | New | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,694 | 528 | 0.06% | — | 302 | +3,694 | New | Q1 2026 | May 15, 2026 |
| Welch Group, LLC | History | No change | 3,656 | 522 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 4,469 | 519 | 0.17% | 0.38% | 304 | -2,396 | -34.9% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 3,622 | 517 | 0.01% | 0.01% | 305 | -963 | -21.0% | Q1 2026 | May 08, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,598 | 514 | 0.04% | 0.04% | 306 | -87 | -2.36% | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,546 | 507 | 0.0% | 0.0% | 307 | -231 | -6.12% | Q1 2026 | Apr 07, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,544 | 506 | 0.03% | 0.03% | 308 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 3,443 | 492 | 0.04% | 0.03% | 309 | +493 | 16.71% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,391 | 484 | 0.01% | 0.01% | 311 | +110 | 3.35% | Q1 2026 | Apr 07, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 3,390 | 484 | 0.0% | 0.0% | 310 | +58 | 1.74% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,317 | 474 | 0.0% | 0.0% | 312 | +535 | 19.23% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 3,308 | 472 | 0.0% | 0.0% | 313 | -319 | -8.8% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,298 | 471 | 0.0% | 0.0% | 314 | +796 | 31.81% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,225 | 461 | 0.0% | 0.0% | 315 | +1,545 | 91.96% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 3,195 | 456 | 0.0% | 0.0% | 316 | -345 | -9.75% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 3,556 | 450 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,132 | 447 | 0.01% | 0.01% | 318 | -26 | -0.82% | Q1 2026 | May 14, 2026 |
| Kentucky Trust Co | History | No change | 3,125 | 446 | 0.23% | 0.21% | 319 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 3,097 | 442 | 0.02% | 0.02% | 320 | +8 | 0.26% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,037 | 436 | 0.0% | 0.0% | 321 | +481 | 18.82% | Q1 2026 | Apr 07, 2026 |
| HOWE & RUSLING INC | History | Reduced | 2,934 | 419 | 0.03% | 0.03% | 322 | -60 | -2.0% | Q1 2026 | Apr 28, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 2,885 | 412 | 0.07% | 0.07% | 323 | -64 | -2.17% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,871 | 410 | 0.0% | 0.0% | 324 | +229 | 8.67% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Added to | 2,844 | 406 | 0.01% | 0.0% | 325 | +39 | 1.39% | Q1 2026 | May 11, 2026 |
| Utah Retirement Systems | History | No change | 2,841 | 406 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,828 | 404 | 0.0% | 0.0% | 327 | -4,566 | -61.75% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,805 | 401 | 0.0% | — | 328 | +2,805 | New | Q1 2026 | May 12, 2026 |
| Odyssean, LLC | History | New | 2,721 | 389 | 0.14% | — | 329 | +2,721 | New | Q1 2026 | May 15, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 2,618 | 380 | 0.29% | 0.34% | 330 | -545 | -17.23% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,630 | 376 | 0.0% | 0.0% | 331 | +202 | 8.32% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,606 | 372 | 0.01% | 0.0% | 332 | +668 | 34.47% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 2,589 | 370 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greenland Capital Management LP | History | No change | 2,510 | 358 | 0.05% | 0.03% | 334 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | New | 2,504 | 357 | 0.01% | — | 337 | +2,504 | New | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,500 | 357 | 0.0% | 0.0% | 335 | -300 | -10.71% | Q1 2026 | May 08, 2026 |
| Atala Financial Inc | History | Added to | 2,509 | 357 | 0.24% | 0.2% | 336 | +48 | 1.95% | Q1 2026 | Apr 10, 2026 |
| nVerses Capital, LLC | History | New | 2,488 | 355 | 0.32% | — | 338 | +2,488 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,804 | 354 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,483 | 354 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Briggs Wealth Management, Inc | History | No change | 2,467 | 352 | 0.37% | 0.34% | 341 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 2,441 | 348 | 0.05% | 0.05% | 342 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,397 | 342 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,334 | 333 | 0.01% | 0.01% | 344 | +372 | 18.96% | Q1 2026 | Apr 28, 2026 |
| NVWM, LLC | History | No change | 2,316 | 331 | 0.07% | 0.06% | 345 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 2,282 | 326 | 0.1% | 0.09% | 346 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,266 | 324 | 0.0% | 0.0% | 348 | -301 | -11.73% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 2,272 | 324 | 0.0% | 0.0% | 347 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 2,234 | 319 | 0.01% | 0.01% | 350 | -91 | -3.91% | Q1 2026 | May 07, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 2,237 | 319 | 0.07% | 0.06% | 349 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 2,225 | 318 | 0.16% | 0.15% | 351 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Machina Capital S.A.S. | History | New | 2,219 | 317 | 0.06% | — | 352 | +2,219 | New | Q1 2026 | May 13, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 2,173 | 310 | 0.29% | 0.22% | 353 | +13 | 0.6% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | Reduced | 2,131 | 304 | 0.01% | 0.01% | 354 | -186 | -8.03% | Q1 2026 | May 13, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 2,125 | 303 | 0.05% | — | 355 | +2,125 | New | Q1 2026 | Apr 27, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 2,061 | 294 | 0.01% | 0.01% | 356 | -2,166 | -51.24% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 2,054 | 293 | 0.03% | 0.03% | 357 | +122 | 6.31% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,038 | 291 | 0.0% | 0.0% | 358 | +199 | 10.82% | Q1 2026 | Jun 02, 2026 |
| CENTRAL TRUST Co | History | No change | 2,030 | 290 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 2,027 | 289 | 0.06% | 0.05% | 360 | +17 | 0.85% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Reduced | 2,017 | 288 | 0.01% | 0.02% | 361 | -398 | -16.48% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | New | 2,002 | 286 | 0.0% | — | 363 | +2,002 | New | Q1 2026 | May 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,000 | 286 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,960 | 280 | 0.0% | 0.0% | 364 | -307 | -13.54% | Q1 2026 | Apr 15, 2026 |
| TCW GROUP INC | History | Reduced | 1,943 | 277 | 0.0% | 0.0% | 365 | -233 | -10.71% | Q1 2026 | May 14, 2026 |
| JGP Wealth Management, LLC | History | No change | 1,915 | 273 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,897 | 271 | 0.0% | — | 367 | +1,897 | New | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,882 | 269 | 0.0% | 0.0% | 368 | -27 | -1.41% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,847 | 264 | 0.0% | — | 369 | +1,847 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 1,837 | 262 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,809 | 258 | 0.0% | 0.01% | 371 | -1,380 | -43.27% | Q1 2026 | Apr 22, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 1,791 | 254 | 0.04% | 0.19% | 372 | -7,937 | -81.59% | Q1 2026 | May 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 1,750 | 250 | 0.01% | 0.0% | 373 | -158 | -8.28% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,718 | 245 | 0.01% | 0.01% | 374 | +22 | 1.3% | Q1 2026 | Apr 17, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 1,709 | 244 | 0.13% | 0.13% | 375 | -87 | -4.84% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 1,691 | 241 | 0.0% | — | 376 | +1,691 | New | Q1 2026 | Apr 20, 2026 |
| Advisory Alpha, LLC | History | No change | 1,679 | 240 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 1,653 | 239 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 1,653 | 236 | 0.01% | 0.01% | 379 | -41 | -2.42% | Q1 2026 | Apr 28, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 1,636 | 233 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 1,623 | 232 | 0.02% | 0.02% | 382 | -37 | -2.23% | Q1 2026 | Apr 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,620 | 232 | 0.01% | 0.01% | 381 | +15 | 0.93% | Q1 2026 | Apr 21, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 1,624 | 232 | 0.22% | 0.24% | 383 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,607 | 229 | 0.0% | — | 384 | +1,607 | New | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 1,600 | 228 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | New | 1,590 | 227 | 0.01% | — | 387 | +1,590 | New | Q1 2026 | Apr 20, 2026 |
| Waterfront Wealth Inc. | History | Added to | 1,590 | 227 | 0.04% | 0.04% | 386 | +10 | 0.63% | Q1 2026 | Apr 30, 2026 |
| North Dakota State Investment Board | History | Reduced | 1,577 | 225 | 0.01% | 0.01% | 388 | -334 | -17.48% | Q1 2026 | May 08, 2026 |
| KBC Group NV | History | No change | 1,544 | 221 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | New | 1,541 | 220 | 0.01% | — | 390 | +1,541 | New | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | New | 1,537 | 219 | 0.0% | — | 393 | +1,537 | New | Q1 2026 | May 04, 2026 |
| CIBC Asset Management Inc | History | New | 1,536 | 219 | 0.0% | — | 392 | +1,536 | New | Q1 2026 | May 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,538 | 219 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | New | 1,517 | 216 | 0.01% | — | 394 | +1,517 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,510 | 215 | 0.0% | 0.0% | 395 | -1,648 | -52.18% | Q1 2026 | Apr 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,506 | 215 | 0.0% | — | 396 | +1,506 | New | Q1 2026 | Apr 27, 2026 |
| Capstone Financial Advisors, Inc. | History | New | 1,494 | 213 | 0.01% | — | 397 | +1,494 | New | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | New | 1,488 | 212 | 0.0% | — | 398 | +1,488 | New | Q1 2026 | May 12, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | New | 1,467 | 209 | 0.04% | — | 400 | +1,467 | New | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,463 | 209 | 0.01% | 0.01% | 399 | +264 | 22.02% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,444 | 207 | 0.0% | — | 401 | +1,444 | New | Q1 2026 | May 04, 2026 |
| GAMMA Investing LLC | History | Added to | 1,446 | 206 | 0.01% | 0.01% | 402 | +270 | 22.96% | Q1 2026 | Apr 06, 2026 |
| Wealthfront Advisers LLC | History | New | 1,429 | 204 | 0.0% | — | 404 | +1,429 | New | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Added to | 1,431 | 204 | 0.0% | 0.0% | 403 | +8 | 0.56% | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | New | 1,421 | 203 | 0.0% | — | 405 | +1,421 | New | Q1 2026 | Apr 08, 2026 |
| IFS Group,LLC | History | New | 1,400 | 200 | 0.18% | — | 406 | +1,400 | New | Q1 2026 | May 18, 2026 |
| Quarry LP | History | Reduced | 1,245 | 177 | 0.03% | 0.03% | 407 | -99 | -7.37% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,183 | 169 | 0.0% | 0.0% | 408 | +27 | 2.34% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 1,115 | 159 | 0.0% | 0.01% | 409 | -385 | -25.67% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,105 | 157 | 0.0% | 0.0% | 410 | -110 | -9.05% | Q1 2026 | Apr 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 1,066 | 152 | 0.01% | 0.01% | 411 | +166 | 18.44% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 1,065 | 152 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,044 | 149 | 0.02% | 0.01% | 413 | +447 | 74.87% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,022 | 146 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | No change | 859 | 122 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 782 | 111 | 0.0% | 0.0% | 416 | +408 | 109.09% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 776 | 110 | 0.0% | — | 417 | +776 | New | Q1 2026 | Apr 13, 2026 |
| UNION SAVINGS BANK | History | No change | 750 | 107 | 0.05% | 0.04% | 418 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 702 | 100 | 0.0% | 0.0% | 419 | -2,847 | -80.22% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 700 | 100 | 0.07% | 0.06% | 421 | -23 | -3.18% | Q1 2026 | May 13, 2026 |
| Clean Yield Group | History | No change | 700 | 100 | 0.03% | 0.02% | 420 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Asset Planning,Inc | History | Added to | 548 | 78 | 0.06% | 0.05% | 422 | +3 | 0.55% | Q1 2026 | Apr 23, 2026 |
| SouthState Bank Corp | History | Reduced | 515 | 73 | 0.0% | 0.0% | 423 | -14 | -2.65% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 71 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wellington Shields & Co., LLC | History | No change | 500 | 71 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Avalon Trust Co | History | No change | 500 | 71 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 494 | 70 | 0.0% | 0.15% | 428 | -34,151 | -98.57% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 493 | 70 | 0.01% | 0.01% | 427 | +10 | 2.07% | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | Added to | 479 | 68 | 0.0% | 0.0% | 429 | +26 | 5.74% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 444 | 63 | 0.0% | 0.0% | 430 | +2 | 0.45% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 410 | 58 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOTCO | History | No change | 400 | 57 | 0.01% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 383 | 54 | 0.0% | 0.0% | 434 | -78 | -16.92% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 382 | 54 | 0.0% | 0.0% | 433 | -60 | -13.57% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 365 | 52 | 0.0% | 0.0% | 435 | +63 | 20.86% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 357 | 51 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 352 | 50 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 340 | 49 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 323 | 46 | 0.0% | — | 439 | +323 | New | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 306 | 43 | 0.0% | 0.0% | 441 | +200 | 188.68% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | Added to | 306 | 43 | 0.0% | 0.0% | 440 | +6 | 2.0% | Q1 2026 | May 08, 2026 |
| Opal Wealth Advisors, LLC | History | New | 280 | 40 | 0.01% | — | 442 | +280 | New | Q1 2026 | Apr 14, 2026 |
| Quent Capital, LLC | History | Added to | 274 | 39 | 0.0% | 0.0% | 444 | +21 | 8.3% | Q1 2026 | Apr 28, 2026 |
| North Star Investment Management Corp. | History | No change | 275 | 39 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 267 | 38 | 0.01% | 0.01% | 445 | -22 | -7.61% | Q1 2026 | Apr 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 260 | 37 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 258 | 36 | 0.0% | — | 447 | +258 | New | Q1 2026 | Apr 30, 2026 |
| Covestor Ltd | History | Added to | 243 | 35 | 0.02% | 0.01% | 448 | +128 | 111.3% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 241 | 34 | 0.0% | 0.0% | 449 | +3 | 1.26% | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 243 | 34 | 0.02% | 0.01% | 450 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 232 | 33 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | No change | 237 | 33 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 216 | 30 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | Reduced | 206 | 29 | 0.0% | 0.0% | 454 | -2 | -0.96% | Q1 2026 | Apr 30, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 201 | 28 | 0.01% | — | 456 | +201 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 200 | 28 | 0.0% | — | 455 | +200 | New | Q1 2026 | May 19, 2026 |
| Uniplan Investment Counsel, Inc. | History | New | 191 | 27 | 0.0% | — | 458 | +191 | New | Q1 2026 | May 15, 2026 |
| S&T BANK/PA | History | Added to | 191 | 27 | 0.01% | 0.0% | 457 | +165 | 634.62% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 188 | 26 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 174 | 24 | 0.0% | 0.0% | 460 | +159 | 1060.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 169 | 24 | 0.0% | 0.0% | 461 | +89 | 111.25% | Q1 2026 | Apr 24, 2026 |
| Ransom Advisory, Ltd | History | No change | 175 | 22 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Manchester Capital Management LLC | History | No change | 142 | 20 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 134 | 19 | 0.0% | — | 466 | +134 | New | Q1 2026 | Apr 30, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 139 | 19 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 134 | 19 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 127 | 18 | 0.01% | 0.01% | 467 | -11 | -7.97% | Q1 2026 | May 01, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 108 | 15 | 0.0% | — | 469 | +108 | New | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 105 | 15 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 100 | 14 | 0.0% | 0.0% | 470 | -50 | -33.33% | Q1 2026 | Apr 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 100 | 14 | 0.0% | 0.0% | 472 | -26 | -20.63% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 101 | 14 | 0.0% | 0.0% | 471 | -21 | -17.21% | Q1 2026 | Apr 28, 2026 |
| Financial Perspectives, Inc | History | No change | 99 | 14 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | No change | 100 | 14 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 81 | 11 | 0.0% | — | 476 | +80 | 8000.0% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 80 | 11 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 77 | 11 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 75 | 10 | 0.0% | — | 481 | +75 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 70 | 10 | 0.0% | 0.0% | 480 | -8 | -10.26% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 74 | 10 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 75 | 10 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 68 | 9 | 0.0% | 0.0% | 483 | -200 | -74.63% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 67 | 9 | 0.0% | 0.0% | 486 | +40 | 148.15% | Q1 2026 | May 06, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 69 | 9 | 0.0% | 0.0% | 487 | +1 | 1.47% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | No change | 64 | 9 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 64 | 9 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | No change | 63 | 9 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sankala Group LLC | History | No change | 68 | 9 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Sapience Investments, LLC | History | Reduced | 58 | 8 | 1.04% | 2.04% | 489 | -4,210 | -98.64% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 59 | 8 | 0.0% | 0.0% | 490 | +31 | 110.71% | Q1 2026 | Apr 15, 2026 |
| CVA Family Office, LLC | History | New | 55 | 7 | 0.0% | — | 493 | +55 | New | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 54 | 7 | 0.0% | 0.0% | 491 | -2 | -3.57% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 49 | 7 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 47 | 6 | 0.0% | 0.0% | 494 | +22 | 88.0% | Q1 2026 | May 07, 2026 |
| WPG Advisers, LLC | History | Reduced | 45 | 6 | 0.0% | 0.01% | 497 | -14 | -23.73% | Q1 2026 | Apr 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 47 | 6 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LGT Financial Advisors LLC | History | No change | 46 | 6 | 0.03% | 0.03% | 496 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Added to | 36 | 5 | 0.0% | — | 499 | +33 | 1100.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 40 | 5 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essential Partners LLC | History | No change | 41 | 5 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 32 | 4 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 34 | 4 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 27 | 3 | 0.0% | — | 509 | +27 | New | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 27 | 3 | 0.0% | 0.0% | 504 | -10 | -27.03% | Q1 2026 | Apr 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sachetta, LLC | History | New | 16 | 2 | 0.0% | — | 524 | +16 | New | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 20 | 2 | 0.0% | — | 514 | +14 | 233.33% | Q1 2026 | Apr 27, 2026 |
| Grove Bank & Trust | History | New | 14 | 2 | 0.0% | — | 523 | +14 | New | Q1 2026 | Apr 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 17 | 2 | 0.0% | — | 519 | +11 | 183.33% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 18 | 2 | 0.0% | 0.0% | 511 | +8 | 80.0% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 15 | 2 | 0.0% | 0.0% | 515 | +4 | 36.36% | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | No change | 16 | 2 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | No change | 14 | 2 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 17 | 2 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | No change | 15 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bell Investment Advisors, Inc | History | No change | 17 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Basepoint Wealth LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Torren Management, LLC | History | Reduced | 12 | 1 | 0.0% | 0.01% | 532 | -187 | -93.97% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 525 | -167 | -94.35% | Q1 2026 | May 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 10 | 1 | 0.0% | — | 533 | +10 | New | Q1 2026 | Apr 27, 2026 |
| Wall Street Financial Group, Inc. | History | New | 9 | 1 | 0.0% | — | 535 | +9 | New | Q1 2026 | May 05, 2026 |
| JDM Financial Group LLC | History | New | 7 | 1 | 0.0% | — | 534 | +7 | New | Q1 2026 | May 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 1 | 0.0% | — | 526 | +2 | 40.0% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 7 | 1 | 0.0% | — | 529 | +2 | 40.0% | Q1 2026 | Apr 23, 2026 |
| Avion Wealth | History | No change | 12 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | No change | 9 | 1 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cromwell Holdings LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | No change | 9 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -406,728 | -100.0% | Q1 2026 | May 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.5% | — | -206,923 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Beck Bode, LLC | History | Closed out | 0 | 0 | — | 3.37% | — | -160,150 | -100.0% | Q1 2026 | May 07, 2026 |
| Burkehill Global Management, LP | History | Closed out | 0 | 0 | — | 0.83% | — | -100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| NEOS Investment Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -79,408 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -72,816 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,100 | -100.0% | Q1 2026 | May 14, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -40,323 | -100.0% | Q1 2026 | May 11, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,769 | -100.0% | Q1 2026 | May 15, 2026 |
| Vennlight Capital Management, LP | History | Closed out | 0 | 0 | — | 4.03% | — | -30,100 | -100.0% | Q1 2026 | May 15, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -20,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -19,111 | -100.0% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,157 | -100.0% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,637 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,470 | -100.0% | Q1 2026 | May 06, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.06% | — | -5,737 | -100.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,949 | -100.0% | Q1 2026 | May 13, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,815 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,762 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -3,999 | -100.0% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,558 | -100.0% | Q1 2026 | May 14, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.09% | — | -2,888 | -100.0% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,734 | -100.0% | Q1 2026 | May 08, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -2,060 | -100.0% | Q1 2026 | Apr 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -2,043 | -100.0% | Q1 2026 | May 12, 2026 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 1.56% | — | -1,949 | -100.0% | Q1 2026 | Apr 07, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,913 | -100.0% | Q1 2026 | May 15, 2026 |
| Artisan Partners Limited Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -1,885 | -100.0% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,783 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,635 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | 0.03% | — | -1,025 | -99.9% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -432 | -100.0% | Q1 2026 | May 08, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -154 | -100.0% | Q1 2026 | May 11, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 12, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 06, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Gould Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -6 | -60.0% | Q1 2026 | Apr 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 30, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 4 | 0 | — | — | — | -4 | -50.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| Hughes Financial Services, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 29, 2026 |
| Kilter Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 06, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Valued Wealth Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bayforest Capital Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |