INDEPENDENT BANK CORP - INDB
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 | 7,142,325 | 537,174 | 0.01% | 0.01% | 1 | -17,022 | -0.24% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,873,661 | 429,247 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,305,113 | 248,577 | 0.01% | — | 3 | +3,305,113 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,569,926 | 193,280 | 0.04% | 0.04% | 4 | +1,884 | 0.07% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 2,501,263 | 189,707 | 0.01% | 0.01% | 5 | +43,703 | 1.78% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,200,845 | 165,525 | 0.0% | — | 6 | +2,200,845 | New | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Added to | 1,470,438 | 110,591 | 4.43% | 3.63% | 7 | +208,816 | 16.55% | Q1 2026 | Apr 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,455,842 | 106,392 | 0.03% | 0.04% | 8 | -82,303 | -5.35% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,263,589 | 95,050 | 0.01% | 0.01% | 9 | +31,122 | 2.53% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 1,036,188 | 77,931 | 1.47% | 1.46% | 10 | -10,287 | -0.98% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 985,437 | 74,114 | 0.01% | 0.01% | 11 | +68,887 | 7.52% | Q1 2026 | May 15, 2026 |
| Channing Capital Management, LLC | History | New | 939,667 | 70,672 | 1.81% | — | 12 | +939,667 | New | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 921,738 | 69,324 | 0.12% | 0.12% | 13 | -127,823 | -12.18% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 700,767 | 52,704 | 0.34% | 0.24% | 14 | -128,266 | -15.47% | Q1 2026 | May 15, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 649,296 | 48,834 | 1.4% | 1.36% | 15 | +26,339 | 4.23% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 647,601 | 48,706 | 0.0% | 0.0% | 16 | -14,831 | -2.24% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 631,045 | 46,116 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 600,171 | 45,138 | 0.01% | 0.01% | 18 | +5,913 | 1.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 592,665 | 44,574 | 0.0% | 0.0% | 19 | +84,282 | 16.58% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 546,863 | 41,129 | 0.0% | 0.01% | 20 | -263,292 | -32.5% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 534,953 | 40,233 | 0.05% | 0.04% | 21 | +18,582 | 3.6% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 533,519 | 40,125 | 0.01% | 0.0% | 22 | +17,211 | 3.33% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 505,674 | 38,031 | 0.27% | 0.3% | 23 | -86,833 | -14.66% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 489,649 | 36,826 | 0.01% | 0.01% | 24 | -2,368 | -0.48% | Q1 2026 | May 05, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 451,749 | 33,976 | 1.29% | 1.26% | 25 | -26,485 | -5.54% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 377,302 | 28,376 | 0.02% | 0.02% | 26 | +6,840 | 1.85% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 340,697 | 25,623 | 0.04% | 0.01% | 27 | +228,238 | 202.95% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 326,881 | 24,584 | 0.02% | 0.02% | 28 | -4,874 | -1.47% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 322,265 | 24,237 | 0.01% | — | 29 | +322,265 | New | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 297,015 | 22,339 | 0.2% | 0.19% | 30 | -6,263 | -2.07% | Q1 2026 | May 13, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 266,073 | 20,011 | 0.99% | 1.01% | 31 | -7,317 | -2.68% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 240,956 | 18,122 | 0.01% | 0.01% | 32 | +4,638 | 1.96% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 221,485 | 16,657 | 0.02% | 0.02% | 33 | +6,879 | 3.21% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 208,449 | 15,677 | 0.01% | 0.03% | 34 | -508,417 | -70.92% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 205,297 | 15,440 | 0.07% | 0.06% | 35 | -1,476 | -0.71% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 178,611 | 13,433 | 0.01% | 0.01% | 36 | +44,398 | 33.08% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 178,170 | 13,400 | 0.01% | 0.02% | 37 | -58,163 | -24.61% | Q1 2026 | Apr 16, 2026 |
| Invesco Ltd. | History | Reduced | 177,984 | 13,386 | 0.0% | 0.0% | 38 | -12,465 | -6.55% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 177,349 | 13,338 | 0.04% | 0.04% | 39 | +5,762 | 3.36% | Q1 2026 | May 13, 2026 |
| FJ Capital Management LLC | History | Reduced | 165,653 | 12,458 | 1.4% | 1.86% | 40 | -64,880 | -28.14% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 144,313 | 10,853 | 0.01% | 0.01% | 41 | +2,490 | 1.76% | Q1 2026 | May 13, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 144,008 | 10,830 | 1.95% | 1.99% | 42 | -1,569 | -1.08% | Q1 2026 | Apr 20, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 138,018 | 10,380 | 0.01% | 0.01% | 43 | -1,000 | -0.72% | Q1 2026 | May 12, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 137,646 | 10,352 | 0.49% | 0.97% | 44 | -191,849 | -58.23% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 131,818 | 9,914 | 0.02% | 0.0% | 45 | +102,839 | 354.87% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 125,578 | 9,444 | 0.0% | 0.0% | 46 | -9,936 | -7.33% | Q1 2026 | May 05, 2026 |
| Legal & General Group Plc | History | Reduced | 113,100 | 8,506 | 0.0% | 0.0% | 47 | -12,191 | -9.73% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 112,662 | 8,473 | 0.0% | 0.0% | 48 | +655 | 0.58% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 103,220 | 7,763 | 0.0% | 0.0% | 49 | +2,464 | 2.45% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 99,335 | 7,471 | 0.01% | 0.01% | 50 | +15,335 | 18.26% | Q1 2026 | Apr 27, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 99,020 | 7,447 | 0.0% | 0.0% | 51 | -6,610 | -6.26% | Q1 2026 | May 05, 2026 |
| Swiss National Bank | History | Reduced | 97,978 | 7,368 | 0.0% | 0.0% | 52 | -500 | -0.51% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 93,030 | 7,003 | 0.0% | 0.0% | 53 | -17,660 | -15.95% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 92,681 | 6,970 | 0.01% | 0.01% | 54 | +1,166 | 1.27% | Q1 2026 | May 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 89,947 | 6,764 | 0.0% | 0.0% | 55 | +5,261 | 6.21% | Q1 2026 | May 06, 2026 |
| ProShare Advisors LLC | History | Reduced | 88,013 | 6,619 | 0.01% | 0.01% | 56 | -2,181 | -2.42% | Q1 2026 | Apr 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 86,704 | 6,521 | 0.01% | 0.01% | 57 | +8,467 | 10.82% | Q1 2026 | May 13, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 82,067 | 6,224 | 0.4% | 0.37% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 80,608 | 6,062 | 0.1% | 0.12% | 59 | -14,794 | -15.51% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 73,736 | 5,545 | 0.0% | 0.0% | 60 | +19,567 | 36.12% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 71,508 | 5,378 | 0.0% | 0.0% | 61 | +63,506 | 793.63% | Q1 2026 | May 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 69,950 | 5,260 | 1.04% | 0.82% | 62 | +6,450 | 10.16% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 69,042 | 5,192 | 0.01% | 0.01% | 63 | -2,661 | -3.71% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 67,738 | 4,984 | 0.0% | 0.0% | 64 | -102,600 | -60.23% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 65,085 | 4,895 | 0.0% | — | 65 | +65,085 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 64,347 | 4,839 | 0.0% | 0.0% | 66 | +5,603 | 9.54% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 64,277 | 4,834 | 0.0% | 0.0% | 67 | +12,572 | 24.31% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 59,543 | 4,478 | 0.0% | 0.0% | 68 | +32,260 | 118.24% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 58,088 | 4,368 | 0.04% | 0.03% | 69 | +2,983 | 5.41% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 56,613 | 4,257 | 0.0% | 0.0% | 70 | +8,837 | 18.5% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 55,081 | 4,143 | 0.0% | 0.0% | 71 | +10,296 | 22.99% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 52,338 | 3,936 | 0.01% | 0.01% | 72 | -2,467 | -4.5% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 52,328 | 3,935 | 0.06% | 0.06% | 73 | -12 | -0.02% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 51,520 | 3,874 | 0.01% | — | 74 | +51,520 | New | Q1 2026 | May 15, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 49,800 | 3,777 | 0.15% | 0.14% | 75 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 50,103 | 3,768 | 0.0% | 0.0% | 76 | +12,039 | 31.63% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 49,629 | 3,734 | 0.01% | 0.01% | 77 | -1,666 | -3.25% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 49,022 | 3,686 | 0.01% | 0.01% | 78 | -708 | -1.42% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 44,386 | 3,338 | 0.0% | — | 79 | +44,386 | New | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 44,027 | 3,311 | 0.0% | 0.0% | 80 | +5,552 | 14.43% | Q1 2026 | May 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 43,364 | 3,261 | 0.01% | 0.01% | 81 | -300 | -0.69% | Q1 2026 | May 11, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 42,370 | 3,186 | 0.83% | 0.83% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 41,904 | 3,151 | 0.33% | 0.34% | 83 | -66 | -0.16% | Q1 2026 | Apr 29, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 40,715 | 3,062 | 0.01% | 0.03% | 84 | -101,690 | -71.41% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 40,584 | 3,052 | 0.01% | 0.01% | 85 | -617 | -1.5% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 39,668 | 2,983 | 0.0% | 0.0% | 86 | -5,325 | -11.84% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 37,865 | 2,847 | 0.0% | 0.0% | 87 | +584 | 1.57% | Q1 2026 | May 04, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 35,763 | 2,689 | 0.11% | 0.11% | 88 | +573 | 1.63% | Q1 2026 | Apr 21, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,684 | 2,684 | 0.01% | 0.01% | 89 | -1,775 | -4.74% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 35,621 | 2,679 | 0.0% | 0.0% | 90 | +679 | 1.94% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 34,884 | 2,623 | 0.01% | 0.01% | 91 | -7,866 | -18.4% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 34,869 | 2,622 | 0.11% | 0.13% | 92 | -6,572 | -15.86% | Q1 2026 | May 08, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 34,000 | 2,557 | 0.09% | 0.12% | 93 | -13,000 | -27.66% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 33,489 | 2,519 | 0.0% | 0.0% | 94 | -974 | -2.83% | Q1 2026 | May 01, 2026 |
| Polaris Capital Management, LLC | History | No change | 32,439 | 2,439 | 0.2% | 0.2% | 95 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 2,256 | 0.11% | 0.1% | 96 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 29,784 | 2,240 | 0.18% | 0.07% | 97 | +17,053 | 133.95% | Q1 2026 | Apr 28, 2026 |
| Vanguard Global Advisers, LLC | History | New | 29,440 | 2,214 | 0.0% | — | 98 | +29,440 | New | Q1 2026 | May 08, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 29,709 | 2,171 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 28,706 | 2,158 | 0.01% | 0.01% | 100 | -3,689 | -11.39% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Added to | 28,672 | 2,156 | 0.04% | 0.01% | 101 | +21,898 | 323.27% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 26,966 | 2,028 | 0.01% | 0.01% | 102 | -1,055 | -3.77% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | No change | 26,835 | 2,018 | 0.11% | 0.1% | 103 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BARCLAYS PLC | History | Reduced | 26,690 | 2,007 | 0.0% | 0.0% | 104 | -66,814 | -71.46% | Q1 2026 | May 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 26,627 | 2,002 | 0.28% | 0.35% | 105 | -7,067 | -20.97% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 26,228 | 1,971 | 0.02% | 0.02% | 106 | -778 | -2.88% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 26,134 | 1,965 | 0.03% | 0.02% | 107 | +606 | 2.37% | Q1 2026 | May 05, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 26,036 | 1,958 | 0.02% | 0.02% | 108 | -2,625 | -9.16% | Q1 2026 | May 11, 2026 |
| Vest Financial, LLC | History | Added to | 25,713 | 1,933 | 0.02% | 0.02% | 109 | +2,481 | 10.68% | Q1 2026 | Apr 23, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 25,301 | 1,902 | 0.54% | 0.61% | 110 | -5,212 | -17.08% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 24,925 | 1,874 | 0.03% | 0.03% | 111 | -648 | -2.53% | Q1 2026 | Apr 07, 2026 |
| 71 West Capital Partners | History | No change | 24,500 | 1,842 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 23,731 | 1,784 | 0.01% | 0.01% | 113 | +826 | 3.61% | Q1 2026 | May 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,387 | 1,758 | 0.0% | 0.0% | 114 | +14 | 0.06% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,766 | 1,747 | 0.0% | 0.0% | 115 | -1,480 | -6.1% | Q1 2026 | Apr 08, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 23,176 | 1,743 | 0.26% | 0.28% | 116 | -1,258 | -5.15% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 22,269 | 1,675 | 0.0% | 0.0% | 117 | +1,192 | 5.66% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 22,188 | 1,668 | 0.0% | 0.0% | 118 | -9,548 | -30.09% | Q1 2026 | May 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 22,000 | 1,654 | 0.03% | 0.03% | 119 | -700 | -3.08% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 21,627 | 1,626 | 0.0% | 0.0% | 120 | -1,019 | -4.5% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 21,482 | 1,616 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 21,317 | 1,603 | 0.75% | 0.77% | 122 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kelly Financial Services LLC | History | Added to | 20,915 | 1,572 | 0.38% | 0.38% | 123 | +6 | 0.03% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 20,524 | 1,543 | 0.0% | 0.0% | 124 | -37,706 | -64.75% | Q1 2026 | May 11, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 19,200 | 1,444 | 0.52% | 0.58% | 125 | -2,650 | -12.13% | Q1 2026 | May 05, 2026 |
| Dean Capital Management | History | Reduced | 18,655 | 1,403 | 0.58% | 0.71% | 126 | -4,261 | -18.59% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 17,757 | 1,335 | 0.0% | 0.0% | 127 | -624 | -3.39% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 17,300 | 1,301 | 0.0% | 0.0% | 128 | +1,643 | 10.49% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 17,007 | 1,279 | 0.0% | 0.01% | 130 | -3,279 | -16.16% | Q1 2026 | May 13, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 17,011 | 1,279 | 0.3% | 0.29% | 129 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 16,284 | 1,224 | 0.0% | 0.0% | 131 | +4,743 | 41.1% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 15,386 | 1,157 | 0.01% | 0.01% | 132 | -3 | -0.02% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 15,132 | 1,138 | 0.0% | 0.0% | 133 | -1,996 | -11.65% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 14,877 | 1,118 | 0.0% | 0.0% | 134 | -2,455 | -14.16% | Q1 2026 | May 13, 2026 |
| Aries Wealth Management | History | No change | 14,872 | 1,118 | 0.25% | 0.24% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 14,508 | 1,091 | 0.0% | 0.0% | 136 | +6,161 | 73.81% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 14,298 | 1,075 | 0.01% | 0.01% | 137 | -43 | -0.3% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 14,214 | 1,069 | 0.04% | 0.03% | 138 | +459 | 3.34% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 13,618 | 1,024 | 0.01% | 0.01% | 139 | -298 | -2.14% | Q1 2026 | May 01, 2026 |
| Handelsbanken Fonder AB | History | Added to | 13,429 | 1,010 | 0.0% | 0.0% | 140 | +3,300 | 32.58% | Q1 2026 | Apr 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,440 | 1,010 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,211 | 993 | 0.01% | 0.01% | 142 | -144 | -1.08% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,128 | 987 | 0.0% | 0.0% | 143 | +2,676 | 25.6% | Q1 2026 | May 15, 2026 |
| New England Research & Management, Inc. | History | Reduced | 12,992 | 977 | 0.41% | 0.43% | 144 | -500 | -3.71% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,816 | 963 | 0.0% | 0.0% | 145 | +12,516 | 4172.0% | Q1 2026 | May 01, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 12,734 | 957 | 0.0% | — | 146 | +12,734 | New | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,420 | 934 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 12,718 | 929 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,260 | 922 | 0.0% | 0.0% | 149 | -14 | -0.11% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 12,126 | 912 | 0.0% | 0.0% | 150 | -56 | -0.46% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 11,934 | 905 | 0.0% | 0.0% | 151 | -251 | -2.06% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,960 | 899 | 0.01% | 0.01% | 152 | -8,835 | -42.49% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,747 | 883 | 0.0% | 0.0% | 153 | -1,099 | -8.56% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 11,449 | 861 | 0.0% | — | 154 | +11,449 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 11,336 | 852 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,184 | 841 | 0.0% | 0.0% | 156 | +880 | 8.54% | Q1 2026 | Apr 22, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 11,095 | 834 | 0.0% | 0.0% | 157 | +1,110 | 11.12% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,942 | 828 | 0.0% | 0.0% | 158 | +300 | 2.82% | Q1 2026 | Apr 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 10,047 | 756 | 0.05% | 0.09% | 159 | -3,795 | -27.42% | Q1 2026 | May 08, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | New | 10,000 | 752 | 0.29% | — | 160 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 9,890 | 743 | 0.0% | 0.0% | 161 | +2,419 | 32.38% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Reduced | 9,724 | 731 | 0.07% | 0.08% | 162 | -2,369 | -19.59% | Q1 2026 | May 14, 2026 |
| Alliance Private Wealth, LLC | History | No change | 9,238 | 694 | 0.25% | 0.27% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 9,038 | 679 | 0.01% | 0.01% | 164 | +735 | 8.85% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 8,881 | 653 | 0.11% | — | 165 | +8,881 | New | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 8,634 | 649 | 0.0% | 0.01% | 166 | -36,678 | -80.95% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,610 | 647 | 0.0% | 0.0% | 167 | -4,655 | -35.09% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,493 | 638 | 0.0% | 0.0% | 168 | -319 | -3.62% | Q1 2026 | May 12, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 8,380 | 630 | 0.14% | 0.14% | 169 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sachetta, LLC | History | Added to | 8,304 | 625 | 0.34% | 0.32% | 170 | +259 | 3.22% | Q1 2026 | May 01, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,241 | 619 | 0.0% | 0.0% | 171 | +684 | 9.05% | Q1 2026 | Apr 22, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 7,299 | 548 | 0.27% | 0.25% | 172 | -2,116 | -22.47% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,248 | 545 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,840 | 514 | 0.0% | 0.0% | 174 | +993 | 16.98% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,640 | 499 | 0.0% | 0.0% | 175 | -13 | -0.2% | Q1 2026 | May 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,382 | 484 | 0.03% | 0.03% | 176 | -46 | -0.72% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,357 | 478 | 0.0% | 0.0% | 177 | -87 | -1.35% | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 6,368 | 478 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 6,307 | 474 | 0.01% | 0.01% | 179 | +164 | 2.67% | Q1 2026 | May 05, 2026 |
| MQS Management LLC | History | New | 6,253 | 470 | 0.32% | — | 181 | +6,253 | New | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,252 | 470 | 0.05% | 0.07% | 180 | -1,034 | -14.19% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,202 | 466 | 0.0% | 0.0% | 182 | -261 | -4.04% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 6,147 | 462 | 0.01% | 0.01% | 183 | +150 | 2.5% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,139 | 461 | 0.0% | 0.0% | 184 | -5 | -0.08% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,854 | 444 | 0.0% | 0.0% | 185 | +31 | 0.53% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Reduced | 5,811 | 437 | 0.0% | 0.0% | 186 | -1,435 | -19.8% | Q1 2026 | May 15, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 5,698 | 428 | 0.13% | 0.11% | 187 | +35 | 0.62% | Q1 2026 | Apr 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,674 | 426 | 0.0% | 0.0% | 188 | +8 | 0.14% | Q1 2026 | May 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 5,651 | 425 | 0.0% | 0.0% | 189 | +2,576 | 83.77% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 5,494 | 413 | 0.0% | 0.0% | 190 | +33 | 0.6% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,430 | 408 | 0.0% | — | 191 | +5,430 | New | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,412 | 407 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 5,399 | 406 | 0.0% | — | 193 | +5,399 | New | Q1 2026 | May 14, 2026 |
| Two Point Capital Management, Inc. | History | New | 5,184 | 389 | 0.17% | — | 194 | +5,184 | New | Q1 2026 | Apr 21, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 5,134 | 386 | 0.13% | 0.14% | 195 | -599 | -10.45% | Q1 2026 | Apr 24, 2026 |
| Virtu Financial LLC | History | New | 5,104 | 384 | 0.02% | — | 196 | +5,104 | New | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 4,710 | 354 | 0.0% | 0.0% | 197 | +729 | 18.31% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | New | 4,616 | 347 | 0.02% | — | 198 | +4,616 | New | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,574 | 344 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,530 | 342 | 0.0% | 0.0% | 200 | +62 | 1.39% | Q1 2026 | May 06, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 4,539 | 341 | 0.0% | — | 201 | +4,539 | New | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 4,342 | 338 | 0.02% | 0.01% | 202 | +1,477 | 51.55% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 4,491 | 337 | 0.01% | — | 203 | +4,491 | New | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Reduced | 4,467 | 335 | 0.0% | 0.0% | 204 | -94 | -2.06% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,424 | 332 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 4,386 | 329 | 0.09% | 0.09% | 207 | +1 | 0.02% | Q1 2026 | Apr 16, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 4,384 | 329 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tidal Investments LLC | History | Added to | 4,300 | 323 | 0.0% | 0.0% | 208 | +89 | 2.11% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,205 | 316 | 0.0% | 0.0% | 209 | +608 | 16.9% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,133 | 310 | 0.01% | — | 210 | +4,133 | New | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,092 | 307 | 0.0% | 0.0% | 211 | +628 | 18.13% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,075 | 306 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,999 | 300 | 0.0% | 0.0% | 213 | -518 | -11.47% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 3,870 | 291 | 0.0% | 0.0% | 214 | -391 | -9.18% | Q1 2026 | May 12, 2026 |
| Abel Hall, LLC | History | Added to | 3,781 | 284 | 0.06% | 0.05% | 215 | +919 | 32.11% | Q1 2026 | Apr 28, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,745 | 281 | 0.01% | 0.01% | 216 | -2,264 | -37.68% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 3,710 | 279 | 0.0% | 0.0% | 217 | -52 | -1.38% | Q1 2026 | May 12, 2026 |
| Bollard Group LLC | History | Added to | 3,645 | 274 | 0.01% | 0.01% | 218 | +10 | 0.28% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Reduced | 3,538 | 266 | 0.0% | 0.01% | 219 | -1,757 | -33.18% | Q1 2026 | May 13, 2026 |
| SALZHAUER MICHAEL | History | No change | 3,529 | 265 | 0.12% | 0.11% | 220 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,495 | 262 | 0.0% | 0.0% | 221 | +52 | 1.51% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,474 | 261 | 0.0% | 0.0% | 222 | -906 | -20.68% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 3,468 | 260 | 0.0% | 0.0% | 223 | +502 | 16.93% | Q1 2026 | May 04, 2026 |
| DGS Capital Management, LLC | History | New | 3,408 | 256 | 0.04% | — | 224 | +3,408 | New | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 3,332 | 243 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,127 | 235 | 0.0% | 0.0% | 226 | -73 | -2.28% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,161 | 231 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harbor Group, Inc. | History | No change | 3,084 | 231 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Jefferies Financial Group Inc. | History | New | 3,064 | 230 | 0.0% | — | 229 | +3,064 | New | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,021 | 227 | 0.0% | — | 230 | +3,021 | New | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 2,905 | 218 | 0.0% | 0.0% | 231 | -4,424 | -60.36% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 2,965 | 216 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INCEPTIONR LLC | History | New | 2,862 | 215 | 0.05% | — | 233 | +2,862 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,834 | 213 | 0.0% | 0.0% | 234 | -82 | -2.81% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,841 | 213 | 0.0% | 0.0% | 235 | +48 | 1.72% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,783 | 209 | 0.0% | 0.0% | 236 | -841 | -23.21% | Q1 2026 | Apr 30, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,755 | 207 | 0.0% | — | 237 | +2,755 | New | Q1 2026 | May 14, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | No change | 2,750 | 206 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 2,699 | 202 | 0.0% | — | 239 | +2,699 | New | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,657 | 199 | 0.01% | 0.01% | 240 | -2,582 | -49.28% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 2,567 | 193 | 0.04% | — | 241 | +2,567 | New | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,427 | 182 | 0.02% | 0.02% | 242 | -3 | -0.12% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 2,369 | 178 | 0.01% | 0.01% | 243 | -14 | -0.59% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 2,235 | 168 | 0.01% | 0.01% | 244 | +4 | 0.18% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,147 | 161 | 0.0% | 0.0% | 245 | -1,722 | -44.51% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 1,800 | 135 | 0.0% | 0.0% | 246 | -400 | -18.18% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,854 | 135 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 1,780 | 134 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,814 | 133 | 0.0% | — | 249 | +1,810 | 45250.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,664 | 125 | 0.0% | 0.0% | 250 | -1,239 | -42.68% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,556 | 118 | 0.0% | 0.0% | 251 | +29 | 1.9% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,158 | 87 | 0.0% | 0.0% | 252 | +322 | 38.52% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,023 | 76 | 0.0% | 0.0% | 253 | +198 | 24.0% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 903 | 68 | 0.0% | 0.0% | 254 | +657 | 267.07% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 898 | 67 | 0.0% | 0.0% | 255 | +193 | 27.38% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 751 | 56 | 0.0% | — | 256 | +751 | New | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 718 | 54 | 0.0% | 0.0% | 257 | +68 | 10.46% | Q1 2026 | May 05, 2026 |
| Motiv8 Investments LLC | History | No change | 738 | 54 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 634 | 47 | 0.0% | — | 260 | +634 | New | Q1 2026 | May 07, 2026 |
| S&T BANK/PA | History | No change | 631 | 47 | 0.02% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 562 | 42 | 0.0% | 0.0% | 261 | +8 | 1.44% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 565 | 42 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | No change | 540 | 40 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 539 | 39 | 0.0% | 0.0% | 265 | -340 | -38.68% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 524 | 39 | 0.0% | 0.0% | 264 | -135 | -20.49% | Q1 2026 | Apr 30, 2026 |
| Trust Co | History | Added to | 483 | 36 | 0.0% | 0.0% | 267 | +232 | 92.43% | Q1 2026 | Apr 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 490 | 36 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 434 | 32 | 0.0% | 0.0% | 268 | +19 | 4.58% | Q1 2026 | May 15, 2026 |
| Canton Hathaway, LLC | History | No change | 424 | 31 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BALLAST ADVISORS LLC | History | New | 406 | 30 | 0.01% | — | 271 | +406 | New | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | No change | 401 | 30 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 381 | 28 | 0.0% | 0.0% | 272 | -8 | -2.06% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 379 | 28 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 358 | 27 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Piscataqua Savings Bank | History | No change | 342 | 25 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 302 | 22 | 0.0% | — | 276 | +302 | New | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 298 | 22 | 0.0% | — | 277 | +298 | New | Q1 2026 | Apr 30, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 291 | 21 | 0.0% | 0.01% | 279 | -370 | -55.98% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 285 | 21 | 0.0% | 0.0% | 278 | +2 | 0.71% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 269 | 20 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 227 | 17 | 0.0% | 0.0% | 281 | +101 | 80.16% | Q1 2026 | May 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 207 | 15 | 0.0% | 0.0% | 282 | +97 | 88.18% | Q1 2026 | Apr 24, 2026 |
| HighMark Wealth Management LLC | History | Added to | 187 | 14 | 0.01% | 0.01% | 283 | +1 | 0.54% | Q1 2026 | May 05, 2026 |
| Quarry LP | History | Added to | 162 | 12 | 0.0% | — | 285 | +151 | 1372.73% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 161 | 12 | 0.0% | 0.0% | 284 | -99 | -38.08% | Q1 2026 | Apr 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 161 | 12 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 156 | 11 | 0.0% | — | 289 | +156 | New | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 159 | 11 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 147 | 11 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Larson Financial Group LLC | History | Added to | 136 | 10 | 0.0% | 0.0% | 290 | +19 | 16.24% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 143 | 10 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | No change | 146 | 10 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 131 | 9 | 0.0% | 0.0% | 293 | +17 | 14.91% | Q1 2026 | May 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 131 | 9 | 0.0% | 0.0% | 295 | +13 | 11.02% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 120 | 9 | 0.01% | 0.0% | 294 | -6 | -4.76% | Q1 2026 | May 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 110 | 8 | 0.01% | 0.01% | 296 | -72 | -39.56% | Q1 2026 | Apr 29, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 7 | 0.0% | 0.0% | 297 | -500 | -83.33% | Q1 2026 | May 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 100 | 7 | 0.0% | — | 298 | +100 | New | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 94 | 7 | 0.0% | — | 299 | +94 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 82 | 6 | 0.0% | 0.0% | 300 | +34 | 70.83% | Q1 2026 | May 14, 2026 |