Infosys Ltd - INFY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 42,752,938 | 577,592 | 0.03% | 0.05% | 1 | -8,174,618 | -16.05% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 38,569,713 | 521,076 | 0.74% | 0.87% | 2 | +4,196,786 | 12.21% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 28,060,427 | 371,800 | 0.02% | 0.03% | 3 | -1,276,581 | -4.35% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 26,776,494 | 361,750 | 0.6% | 0.69% | 4 | +3,893,801 | 17.02% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 20,824,796 | 281,342 | 0.04% | 0.05% | 5 | +2,556,270 | 13.99% | Q1 2026 | May 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 17,666,432 | 238,643 | 0.34% | 0.75% | 6 | -8,099,883 | -31.44% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 17,585,905 | 237,585 | 0.17% | 0.76% | 7 | -40,870,543 | -69.92% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 15,263,199 | 206,205 | 0.01% | 0.01% | 8 | +309,357 | 2.07% | Q1 2026 | May 15, 2026 |
| Trinity Street Asset Management LLP | History | Added to | 14,938,546 | 201,819 | 13.84% | 11.49% | 9 | +4,674,742 | 45.55% | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 13,763,492 | 185,944 | 0.06% | 0.08% | 10 | -113,367 | -0.82% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 12,636,092 | 170,713 | 0.03% | 0.01% | 11 | +8,856,958 | 234.36% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 11,106,028 | 150,042 | 0.0% | 0.0% | 12 | -2,405,134 | -17.8% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,066,593 | 149,509 | 0.02% | 0.02% | 13 | +1,685,971 | 17.97% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,789,344 | 105,205 | 0.02% | 0.03% | 14 | +52,393 | 0.68% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 7,650,292 | 102,705 | 0.05% | 0.07% | 15 | -354,253 | -4.43% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,095,337 | 95,858 | 0.01% | 0.0% | 16 | +6,080,219 | 598.97% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 6,810,408 | 92,008 | 0.04% | 0.0% | 17 | +6,384,731 | 1499.9% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,790,666 | 91,741 | 0.01% | 0.01% | 18 | +469,843 | 7.43% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 6,490,358 | 87,684 | 0.05% | 0.06% | 19 | +521,169 | 8.73% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 6,331,541 | 85,539 | 0.04% | 0.05% | 20 | +1,211,539 | 23.66% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 5,590,707 | 75,530 | 0.17% | 0.12% | 21 | +2,920,176 | 109.35% | Q1 2026 | May 11, 2026 |
| FIL Ltd | History | Reduced | 5,224,024 | 70,576 | 0.05% | 0.08% | 22 | -624,624 | -10.68% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 5,137,817 | 69,411 | 0.02% | 0.03% | 23 | -2,800,409 | -35.28% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,745,869 | 66,751 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 5,304,900 | 66,632 | 0.19% | 0.27% | 25 | +508,700 | 10.61% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,760,462 | 66,453 | 0.03% | 0.03% | 26 | +1,311,395 | 38.02% | Q1 2026 | May 12, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 4,806,490 | 64,935 | 0.97% | 1.39% | 27 | +69,637 | 1.47% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | New | 4,453,668 | 60,169 | 0.15% | — | 28 | +4,453,668 | New | Q1 2026 | May 14, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Added to | 4,452,990 | 60,159 | 8.79% | 7.51% | 29 | +1,607,300 | 56.48% | Q1 2026 | Apr 27, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 4,283,600 | 57,850 | 0.03% | 0.05% | 30 | -871,084 | -16.9% | Q1 2026 | Apr 30, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 3,783,838 | 50,135 | 0.04% | 0.05% | 31 | +156,649 | 4.32% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,340,280 | 45,127 | 0.0% | — | 32 | +3,340,280 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,038,653 | 41,052 | 0.04% | 0.05% | 33 | +56,428 | 1.89% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 3,028,427 | 40,914 | 0.0% | 0.0% | 34 | -198,359 | -6.15% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 2,954,389 | 39,913 | 0.15% | 0.19% | 35 | +71,047 | 2.46% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,948,086 | 39,828 | 0.01% | 0.01% | 36 | -557,115 | -15.89% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,896,469 | 39,131 | 0.0% | 0.0% | 37 | +717,576 | 32.93% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 2,457,842 | 33,205 | 0.03% | 0.02% | 38 | +1,485,606 | 152.8% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 2,228,594 | 30,108 | 0.11% | 0.14% | 39 | -41,187 | -1.81% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 2,124,727 | 28,705 | 0.01% | 0.01% | 40 | +967,873 | 83.66% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,027,212 | 27,390 | 0.01% | 0.01% | 41 | +53,929 | 2.73% | Q1 2026 | May 15, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 1,954,000 | 26,398 | 0.22% | 0.03% | 42 | +1,708,000 | 694.31% | Q1 2026 | May 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 1,896,488 | 25,621 | 0.31% | 0.61% | 43 | -585,830 | -23.6% | Q1 2026 | May 14, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 1,848,420 | 24,972 | 0.03% | 0.03% | 44 | -258,705 | -12.28% | Q1 2026 | May 08, 2026 |
| Woodline Partners LP | History | New | 1,839,832 | 24,856 | 0.09% | — | 45 | +1,839,832 | New | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,720,838 | 23,952 | 0.01% | 0.02% | 46 | -1,315,470 | -43.32% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 1,725,645 | 23,313 | 0.37% | 0.06% | 47 | +1,590,252 | 1174.55% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,720,708 | 23,248 | 0.04% | 0.03% | 48 | +568,573 | 49.35% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,694,665 | 22,518 | 0.02% | 0.05% | 49 | -989,605 | -36.87% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 1,652,099 | 22,319 | 0.01% | 0.01% | 50 | -753,105 | -31.31% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,438,590 | 19,133 | 0.03% | 0.04% | 51 | -21,309 | -1.46% | Q1 2026 | May 05, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 1,307,794 | 17,478 | 0.02% | 0.03% | 52 | -956,937 | -42.25% | Q1 2026 | May 13, 2026 |
| Perpetual Ltd | History | Added to | 1,165,189 | 15,741 | 0.24% | 0.28% | 53 | +68,900 | 6.28% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,156,539 | 15,625 | 0.0% | 0.0% | 54 | +279,954 | 31.94% | Q1 2026 | May 15, 2026 |
| Sustainable Growth Advisers, LP | History | Added to | 1,155,813 | 15,615 | 0.15% | 0.04% | 55 | +805,626 | 230.06% | Q1 2026 | May 11, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Added to | 1,141,000 | 15,414 | 1.85% | 1.54% | 56 | +193,000 | 20.36% | Q1 2026 | May 07, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,119,802 | 15,330 | 0.03% | 0.04% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 1,081,011 | 14,604 | 0.02% | — | 58 | +1,081,011 | New | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | New | 1,052,479 | 14,218 | 0.19% | — | 59 | +1,052,479 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | Reduced | 1,008,584 | 13,625 | 0.0% | 0.01% | 60 | -46,507 | -4.41% | Q1 2026 | May 15, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 997,028 | 13,469 | 0.18% | 0.14% | 61 | +483,700 | 94.23% | Q1 2026 | May 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 995,774 | 13,452 | 0.2% | 0.26% | 62 | -23,016 | -2.26% | Q1 2026 | May 11, 2026 |
| Man Group plc | History | Reduced | 979,798 | 13,237 | 0.02% | 0.14% | 63 | -3,770,306 | -79.37% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 913,524 | 12,341 | 0.01% | 0.02% | 64 | +351,065 | 62.42% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 875,209 | 11,824 | 0.0% | 0.0% | 65 | -54,345 | -5.85% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 827,080 | 11,173 | 0.01% | 0.02% | 66 | -454,511 | -35.46% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 821,232 | 11,094 | 0.01% | 0.02% | 67 | -11,878 | -1.43% | Q1 2026 | May 13, 2026 |
| MAPLELANE CAPITAL, LLC | History | Reduced | 319,850 | 10,808 | 0.39% | 0.39% | 68 | -280,150 | -46.69% | Q1 2026 | May 14, 2026 |
| Weiss Asset Management LP | History | New | 792,598 | 10,707 | 0.18% | — | 69 | +792,598 | New | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 787,791 | 10,643 | 0.05% | 0.01% | 70 | +568,491 | 259.23% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 582,141 | 10,373 | 0.0% | 0.0% | 71 | +529,605 | 1008.08% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 766,500 | 10,355 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 718,477 | 9,707 | 0.02% | 0.03% | 73 | +6,730 | 0.95% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 697,669 | 9,425 | 0.0% | 0.0% | 74 | +26,137 | 3.89% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 621,727 | 8,399 | 0.02% | 0.03% | 75 | +32,168 | 5.46% | Q1 2026 | May 11, 2026 |
| Ashoka WhiteOak Capital Pte Ltd | History | Reduced | 623,700 | 8,305 | 3.15% | 5.57% | 76 | -190,800 | -23.43% | Q1 2026 | Apr 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 605,793 | 8,184 | 0.03% | 0.06% | 77 | -463,710 | -43.36% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 604,700 | 8,169 | 0.0% | 0.0% | 78 | -298,332 | -33.04% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 600,500 | 8,112 | 0.0% | 0.0% | 79 | -936,373 | -60.93% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 598,581 | 8,087 | 0.01% | 0.02% | 80 | -158,448 | -20.93% | Q1 2026 | May 15, 2026 |
| Aikya Investment Management Ltd | History | Added to | 596,346 | 8,056 | 2.34% | 1.95% | 81 | +113,242 | 23.44% | Q1 2026 | May 05, 2026 |
| NORGES BANK | History | No change | 449,627 | 8,012 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sculptor Capital LP | History | Reduced | 537,800 | 7,265 | 0.08% | 0.18% | 83 | -452,000 | -45.67% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 528,325 | 7,137 | 0.0% | 0.03% | 84 | -2,180,800 | -80.5% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 523,741 | 7,075 | 0.07% | 0.08% | 85 | +40,878 | 8.47% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 514,148 | 6,946 | 0.0% | 0.0% | 86 | +80,173 | 18.47% | Q1 2026 | May 11, 2026 |
| C WorldWide Group Holding A/S | History | Reduced | 505,391 | 6,828 | 0.15% | 0.16% | 87 | -7,826 | -1.52% | Q1 2026 | May 06, 2026 |
| Situational Awareness Partners LP | History | New | 500,000 | 6,755 | 0.05% | — | 89 | +500,000 | New | Q1 2026 | May 15, 2026 |
| Situational Awareness LP | History | No change | 500,000 | 6,755 | 0.05% | 0.16% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 487,071 | 6,580 | 0.05% | 0.01% | 90 | +393,917 | 422.87% | Q1 2026 | May 15, 2026 |
| Eurizon SLJ Capital Ltd | History | Added to | 491,038 | 6,506 | 3.09% | 3.06% | 91 | +57,438 | 13.25% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 475,903 | 6,429 | 0.01% | 0.01% | 92 | -52,814 | -9.99% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 434,119 | 5,864 | 0.43% | 0.57% | 93 | +6,412 | 1.5% | Q1 2026 | Apr 20, 2026 |
| GAM Holding AG | History | No change | 314,731 | 5,608 | 0.36% | 0.36% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 394,122 | 5,324 | 0.0% | 0.0% | 95 | -20,496 | -4.94% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 388,886 | 5,253 | 0.16% | 0.13% | 96 | +239,891 | 161.01% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 386,766 | 5,225 | 0.0% | 0.0% | 97 | +373,357 | 2784.38% | Q1 2026 | May 14, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 383,786 | 5,184 | 0.27% | 0.36% | 98 | +93,865 | 32.38% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 367,157 | 4,960 | 0.0% | 0.0% | 99 | +364,514 | 13791.68% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 361,934 | 4,890 | 0.01% | 0.01% | 100 | -75,398 | -17.24% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 326,426 | 4,410 | 0.03% | 0.05% | 101 | +11,218 | 3.56% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Added to | 323,495 | 4,370 | 0.06% | 0.01% | 102 | +300,669 | 1317.22% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 323,378 | 4,368 | 0.01% | 0.02% | 103 | +7,915 | 2.51% | Q1 2026 | May 14, 2026 |
| XY Capital Ltd | History | New | 319,665 | 4,318 | 4.28% | — | 104 | +319,665 | New | Q1 2026 | May 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 316,563 | 4,276 | 0.21% | 0.31% | 105 | -68,118 | -17.71% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 309,900 | 4,186 | 0.01% | 0.01% | 106 | +14,200 | 4.8% | Q1 2026 | May 13, 2026 |
| Haven Global Partners, LLC | History | No change | 306,827 | 4,145 | 3.9% | 4.02% | 107 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ruffer LLP | History | New | 304,957 | 4,131 | 0.17% | — | 108 | +304,957 | New | Q1 2026 | May 13, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 293,807 | 3,969 | 1.23% | 1.54% | 109 | -7,823 | -2.59% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 287,385 | 3,882 | 0.0% | 0.0% | 110 | -305,502 | -51.53% | Q1 2026 | May 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 284,023 | 3,837 | 0.08% | 0.11% | 111 | -19,217 | -6.34% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 276,528 | 3,735 | 0.01% | — | 112 | +276,528 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 271,024 | 3,661 | 0.0% | 0.0% | 113 | +21,321 | 8.54% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 266,954 | 3,606 | 0.01% | 0.02% | 114 | -459,663 | -63.26% | Q1 2026 | May 06, 2026 |
| Birch Capital Management, LLC | History | Reduced | 262,702 | 3,549 | 1.86% | 2.36% | 115 | -2,830 | -1.07% | Q1 2026 | Apr 15, 2026 |
| LMR Partners LLP | History | Added to | 250,000 | 3,377 | 0.01% | 0.0% | 116 | +102,760 | 69.79% | Q1 2026 | May 15, 2026 |
| E. Ohman J:or Asset Management AB | History | Reduced | 242,900 | 3,281 | 0.09% | 0.11% | 117 | -17,400 | -6.68% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Reduced | 235,452 | 3,180 | 0.01% | 0.01% | 118 | -35,194 | -13.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 233,544 | 3,155 | 0.02% | 0.04% | 119 | -140,643 | -37.59% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 232,060 | 3,135 | 0.0% | — | 120 | +232,060 | New | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 231,724 | 3,130 | 0.01% | 0.01% | 121 | -120,885 | -34.28% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 167,372 | 2,982 | 0.2% | 0.2% | 122 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KBC Group NV | History | Added to | 219,640 | 2,967 | 0.01% | 0.01% | 123 | +48,521 | 28.36% | Q1 2026 | May 07, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 219,363 | 2,964 | 0.03% | 0.03% | 124 | +31,257 | 16.62% | Q1 2026 | Apr 16, 2026 |
| Ethic Inc. | History | Reduced | 211,598 | 2,858 | 0.04% | 0.07% | 125 | -40,581 | -16.09% | Q1 2026 | Apr 27, 2026 |
| SATURNA CAPITAL CORP | History | No change | 210,000 | 2,837 | 0.04% | 0.05% | 126 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 208,639 | 2,818 | 0.18% | 0.22% | 127 | +2,300 | 1.11% | Q1 2026 | May 07, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 192,652 | 2,602 | 0.0% | 0.0% | 128 | -22,731 | -10.55% | Q1 2026 | May 14, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 220,094 | 2,601 | 0.04% | 0.03% | 129 | +68,327 | 45.02% | Q1 2026 | Apr 22, 2026 |
| Engineers Gate Manager LP | History | Added to | 192,141 | 2,595 | 0.03% | 0.0% | 130 | +175,762 | 1073.09% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | New | 185,738 | 2,509 | 0.01% | — | 131 | +185,738 | New | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 184,835 | 2,497 | 0.01% | 0.01% | 132 | -156,339 | -45.82% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 182,983 | 2,472 | 0.0% | 0.01% | 133 | -11,008 | -5.67% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 175,595 | 2,372 | 0.99% | 2.64% | 134 | -157,131 | -47.23% | Q1 2026 | Apr 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 172,504 | 2,330 | 0.0% | 0.0% | 135 | +23,622 | 15.87% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Added to | 170,025 | 2,297 | 0.01% | 0.02% | 136 | +21,025 | 14.11% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 169,574 | 2,290 | 0.02% | 0.03% | 137 | +11,288 | 7.13% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 167,493 | 2,262 | 0.02% | — | 138 | +167,493 | New | Q1 2026 | May 15, 2026 |
| New Vernon Capital Holdings II LLC | History | Reduced | 166,718 | 2,252 | 1.66% | 2.84% | 139 | -170,000 | -50.49% | Q1 2026 | May 15, 2026 |
| Employees Retirement System of Texas | History | Reduced | 165,164 | 2,231 | 0.02% | 0.03% | 140 | -48,956 | -22.86% | Q1 2026 | May 13, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 164,105 | 2,217 | 0.02% | 0.02% | 141 | -716 | -0.43% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 161,495 | 2,181 | 0.0% | 0.0% | 142 | +40,098 | 33.03% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 160,841 | 2,172 | 0.02% | 0.04% | 143 | -72,715 | -31.13% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 158,188 | 2,137 | 0.11% | 0.15% | 144 | +76 | 0.05% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 115,743 | 2,062 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 151,069 | 2,040 | 0.0% | 0.0% | 146 | +8,044 | 5.62% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 150,724 | 2,036 | 0.0% | 0.0% | 147 | +132,094 | 709.04% | Q1 2026 | May 14, 2026 |
| Raiffeisen Bank International AG | History | No change | 151,849 | 2,012 | 0.03% | 0.04% | 148 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 147,955 | 1,998 | 0.0% | 0.01% | 149 | +3,091 | 2.13% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 147,000 | 1,985 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 144,143 | 1,947 | 0.0% | 0.01% | 151 | -152,956 | -51.48% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 137,676 | 1,860 | 0.01% | 0.01% | 152 | +18,331 | 15.36% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | Reduced | 136,942 | 1,850 | 0.01% | 0.01% | 153 | -1,462 | -1.06% | Q1 2026 | May 13, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 136,990 | 1,850 | 1.56% | 2.1% | 154 | -45 | -0.03% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | New | 135,839 | 1,835 | 0.08% | — | 155 | +135,839 | New | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 133,434 | 1,803 | 0.07% | 0.09% | 156 | -5,063 | -3.66% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 132,998 | 1,796 | 0.0% | 0.0% | 157 | -9,689 | -6.79% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 132,734 | 1,793 | 0.0% | — | 158 | +132,734 | New | Q1 2026 | May 15, 2026 |
| Wahed Invest LLC | History | Added to | 131,584 | 1,777 | 0.23% | 0.16% | 159 | +63,779 | 94.06% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 132,247 | 1,772 | 0.0% | 0.0% | 160 | -22,431 | -14.5% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 130,671 | 1,765 | 0.02% | 0.03% | 161 | -27,845 | -17.57% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 128,035 | 1,729 | 0.0% | 0.0% | 162 | +28,506 | 28.64% | Q1 2026 | May 08, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 127,874 | 1,727 | 0.01% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 127,794 | 1,726 | 0.01% | 0.01% | 164 | -11,949 | -8.55% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 125,540 | 1,696 | 0.03% | 0.06% | 165 | -3,549 | -2.75% | Q1 2026 | May 15, 2026 |
| Artisan Partners Limited Partnership | History | Added to | 125,134 | 1,690 | 0.0% | 0.0% | 166 | +64,943 | 107.89% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | Added to | 124,188 | 1,677 | 0.02% | 0.02% | 167 | +6,358 | 5.4% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 123,600 | 1,670 | 0.0% | 0.0% | 168 | -5,264 | -4.08% | Q1 2026 | May 13, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 122,834 | 1,659 | 0.35% | 0.49% | 169 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | New | 120,394 | 1,626 | 0.01% | — | 170 | +120,394 | New | Q1 2026 | May 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 117,888 | 1,592 | 0.06% | 0.07% | 171 | -5,953 | -4.81% | Q1 2026 | Apr 24, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 116,664 | 1,576 | 0.27% | — | 172 | +116,664 | New | Q1 2026 | May 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 116,400 | 1,572 | 0.01% | 0.0% | 173 | +61,600 | 112.41% | Q1 2026 | Apr 29, 2026 |
| Ballentine Partners, LLC | History | Added to | 115,374 | 1,558 | 0.02% | 0.02% | 174 | +15,739 | 15.8% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Added to | 110,150 | 1,488 | 0.01% | 0.0% | 175 | +54,175 | 96.78% | Q1 2026 | May 14, 2026 |
| AVIVA PLC | History | Reduced | 108,157 | 1,461 | 0.0% | 0.0% | 176 | -575 | -0.53% | Q1 2026 | May 14, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Reduced | 108,027 | 1,459 | 0.03% | 0.04% | 177 | -1,204 | -1.1% | Q1 2026 | Apr 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 101,971 | 1,377 | 0.01% | 0.01% | 178 | +27,400 | 36.74% | Q1 2026 | May 08, 2026 |
| Erste Asset Management GmbH | History | No change | 100,000 | 1,325 | 0.01% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 96,606 | 1,305 | 0.01% | 0.01% | 180 | +558 | 0.58% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 94,262 | 1,273 | 0.0% | 0.0% | 181 | -41,210 | -30.42% | Q1 2026 | May 13, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 93,921 | 1,268 | 0.03% | — | 182 | +93,921 | New | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 92,476 | 1,249 | 0.04% | 0.01% | 183 | +68,276 | 282.13% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 90,016 | 1,216 | 0.0% | 0.0% | 184 | -41,480 | -31.54% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 88,825 | 1,200 | 0.0% | 0.0% | 185 | +3,308 | 3.87% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 88,649 | 1,198 | 0.0% | 0.0% | 186 | -124,488 | -58.41% | Q1 2026 | Apr 16, 2026 |
| PCM Encore, LLC | History | Added to | 88,071 | 1,189 | 0.24% | 0.31% | 187 | +6,681 | 8.21% | Q1 2026 | May 12, 2026 |
| Henry James International Management Inc. | History | Added to | 87,621 | 1,183 | 0.43% | 0.48% | 188 | +1,447 | 1.68% | Q1 2026 | Apr 10, 2026 |
| M&T BANK CORP | History | Reduced | 85,645 | 1,157 | 0.0% | 0.01% | 189 | -11,928 | -12.22% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 82,307 | 1,111 | 0.01% | 0.02% | 190 | -82,684 | -50.11% | Q1 2026 | Apr 30, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 81,512 | 1,101 | 0.03% | 0.05% | 191 | -23,845 | -22.63% | Q1 2026 | Apr 28, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 80,462 | 1,087 | 0.0% | 0.01% | 192 | -24,390 | -23.26% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 80,344 | 1,085 | 0.02% | 0.02% | 193 | +9,091 | 12.76% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 79,210 | 1,070 | 0.02% | 0.03% | 194 | -25,716 | -24.51% | Q1 2026 | May 01, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 60,100 | 1,070 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 78,741 | 1,063 | 0.02% | 0.02% | 196 | +16,179 | 25.86% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 79,089 | 1,061 | 0.01% | 0.01% | 197 | +4,942 | 6.67% | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Reduced | 78,483 | 1,060 | 0.17% | 0.25% | 198 | -2,538 | -3.13% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 77,173 | 1,042 | 0.02% | 0.02% | 199 | +24,422 | 46.3% | Q1 2026 | May 04, 2026 |
| Baldwin Investment Management, LLC | History | No change | 74,840 | 1,011 | 0.12% | 0.15% | 200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Naviter Wealth, LLC | History | Reduced | 72,410 | 978 | 0.12% | 0.17% | 201 | -670 | -0.92% | Q1 2026 | Apr 10, 2026 |
| Allianz Asset Management GmbH | History | Added to | 71,416 | 964 | 0.0% | 0.0% | 202 | +19,314 | 37.07% | Q1 2026 | May 11, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 67,613 | 950 | 0.09% | 0.13% | 203 | +654 | 0.98% | Q1 2026 | May 06, 2026 |
| Krane Funds Advisors LLC | History | Added to | 67,568 | 929 | 0.04% | 0.03% | 204 | +18,144 | 36.71% | Q1 2026 | May 11, 2026 |
| NOVEM GROUP | History | Added to | 67,624 | 913 | 0.1% | 0.13% | 205 | +3,541 | 5.53% | Q1 2026 | Apr 10, 2026 |
| Qtron Investments LLC | History | Added to | 66,414 | 897 | 0.12% | 0.14% | 206 | +7,013 | 11.81% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 65,600 | 886 | 0.01% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| OneAscent Investment Solutions LLC | History | Added to | 65,380 | 883 | 0.88% | 0.81% | 209 | +22,184 | 51.36% | Q1 2026 | Apr 29, 2026 |
| West Family Investments, Inc. | History | Added to | 65,398 | 883 | 0.31% | 0.26% | 208 | +3,469 | 5.6% | Q1 2026 | May 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 65,179 | 880 | 0.01% | 0.01% | 210 | -25,000 | -27.72% | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 62,998 | 851 | 0.14% | 0.22% | 211 | -542 | -0.85% | Q1 2026 | Apr 10, 2026 |
| Aberdeen Group plc | History | Reduced | 62,410 | 843 | 0.0% | 0.0% | 212 | -101,265 | -61.87% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 62,234 | 840 | 0.0% | 0.0% | 213 | -16,188 | -20.64% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 61,354 | 828 | 0.0% | 0.0% | 214 | -4,580 | -6.95% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 61,136 | 825 | 0.01% | 0.01% | 215 | +8,818 | 16.85% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 60,764 | 820 | 0.01% | 0.03% | 216 | -34,602 | -36.28% | Q1 2026 | Apr 07, 2026 |
| Tidal Investments LLC | History | Added to | 60,735 | 820 | 0.0% | 0.0% | 217 | +16,485 | 37.25% | Q1 2026 | May 15, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Added to | 58,500 | 790 | 0.14% | 0.15% | 218 | +7,000 | 13.59% | Q1 2026 | Apr 24, 2026 |
| LBP AM SA | History | Reduced | 58,100 | 784 | 0.01% | 0.02% | 219 | -47,000 | -44.72% | Q1 2026 | Apr 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 56,711 | 766 | 0.0% | 0.0% | 220 | -2,356 | -3.99% | Q1 2026 | May 12, 2026 |
| Headlands Technologies LLC | History | New | 55,677 | 752 | 0.09% | — | 221 | +55,677 | New | Q1 2026 | May 13, 2026 |
| Sava Infond d.o.o. | History | Added to | 55,000 | 743 | 0.11% | 0.1% | 222 | +15,000 | 37.5% | Q1 2026 | May 11, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 54,680 | 738 | 0.05% | 0.08% | 223 | -10,847 | -16.55% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Reduced | 52,884 | 714 | 0.0% | 0.0% | 224 | -4,053 | -7.12% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 52,213 | 705 | 0.0% | 0.0% | 226 | +16,133 | 44.71% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 52,192 | 705 | 0.0% | 0.0% | 225 | +4,217 | 8.79% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 49,399 | 667 | 0.04% | 0.02% | 227 | +30,163 | 156.8% | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Reduced | 49,280 | 665 | 0.02% | 0.02% | 228 | -11,880 | -19.42% | Q1 2026 | May 11, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 49,113 | 663 | 0.03% | 0.07% | 229 | -49,079 | -49.98% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 48,722 | 658 | 0.0% | 0.01% | 230 | -45,711 | -48.41% | Q1 2026 | May 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 47,418 | 640 | 0.16% | 0.06% | 232 | +33,878 | 250.21% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,391 | 640 | 0.0% | 0.0% | 231 | +3,903 | 8.97% | Q1 2026 | Apr 27, 2026 |
| Haven Private, LLC | History | Reduced | 45,703 | 617 | 0.27% | 0.39% | 233 | -4,494 | -8.95% | Q1 2026 | May 05, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 45,297 | 611 | 0.06% | 0.12% | 234 | -24,880 | -35.45% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 44,789 | 605 | 0.0% | 0.0% | 235 | -6,130 | -12.04% | Q1 2026 | May 05, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 43,338 | 585 | 0.0% | 0.0% | 236 | -19,121 | -30.61% | Q1 2026 | May 11, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | Added to | 42,917 | 579 | 0.27% | 0.22% | 237 | +15,950 | 59.15% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | New | 42,806 | 578 | 0.0% | — | 238 | +42,806 | New | Q1 2026 | Apr 27, 2026 |
| Assenagon Asset Management S.A. | History | New | 42,000 | 567 | 0.0% | — | 239 | +42,000 | New | Q1 2026 | Apr 20, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 41,758 | 564 | 0.28% | 0.32% | 240 | +6,329 | 17.86% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 41,700 | 563 | 0.0% | — | 241 | +41,700 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 41,526 | 561 | 0.01% | 0.01% | 242 | -1,160 | -2.72% | Q1 2026 | Apr 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 40,172 | 543 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd | History | Reduced | 40,000 | 540 | 0.03% | 0.05% | 244 | -65,600 | -62.12% | Q1 2026 | Apr 28, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 39,890 | 538 | 0.0% | 0.0% | 245 | +14,854 | 59.33% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,633 | 535 | 0.01% | 0.01% | 246 | +21,404 | 117.42% | Q1 2026 | May 18, 2026 |
| Squarepoint Ops LLC | History | Reduced | 38,360 | 518 | 0.0% | 0.0% | 247 | -144,333 | -79.0% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 38,193 | 515 | 0.0% | — | 248 | +38,193 | New | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 37,984 | 513 | 0.0% | — | 249 | +37,984 | New | Q1 2026 | May 08, 2026 |
| Oldfield Partners LLP | History | No change | 37,633 | 508 | 0.13% | 0.19% | 250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | New | 36,387 | 491 | 0.0% | — | 251 | +36,387 | New | Q1 2026 | Apr 27, 2026 |
| ABN AMRO Bank N.V. | History | No change | 36,000 | 488 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 35,956 | 485 | 0.01% | 0.02% | 253 | -19,075 | -34.66% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 35,025 | 473 | 0.0% | 0.0% | 254 | +519 | 1.5% | Q1 2026 | Apr 15, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 34,598 | 467 | 0.0% | 0.0% | 255 | -39,196 | -53.12% | Q1 2026 | Apr 28, 2026 |
| PDS Planning, Inc | History | Reduced | 33,803 | 456 | 0.03% | 0.06% | 256 | -18,420 | -35.27% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 33,764 | 456 | 0.03% | 0.05% | 257 | +1,830 | 5.73% | Q1 2026 | Apr 22, 2026 |
| Texas Yale Capital Corp. | History | Added to | 33,500 | 452 | 0.01% | 0.01% | 258 | +7,000 | 26.42% | Q1 2026 | May 04, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 32,747 | 442 | 0.11% | 0.22% | 259 | -13,706 | -29.51% | Q1 2026 | May 01, 2026 |
| Range Financial Group LLC | History | Reduced | 32,358 | 437 | 0.15% | 0.2% | 260 | -410 | -1.25% | Q1 2026 | Apr 30, 2026 |
| TCW GROUP INC | History | Added to | 32,331 | 436 | 0.0% | 0.0% | 261 | +3,761 | 13.16% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 31,800 | 429 | 0.04% | 0.05% | 262 | +679 | 2.18% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 31,627 | 427 | 0.0% | 0.0% | 263 | +20,056 | 173.33% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Reduced | 30,750 | 415 | 0.01% | 0.02% | 264 | -10,781 | -25.96% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | New | 30,432 | 411 | 0.12% | — | 265 | +30,432 | New | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 30,142 | 407 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 29,967 | 404 | 0.0% | 0.01% | 267 | -6,131 | -16.98% | Q1 2026 | Apr 20, 2026 |
| R Squared Ltd | History | Reduced | 29,807 | 402 | 0.22% | 0.29% | 269 | -5,218 | -14.9% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 29,803 | 402 | 0.0% | 0.01% | 268 | -2,811 | -8.62% | Q1 2026 | Apr 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 29,497 | 398 | 0.0% | 0.0% | 271 | +6,664 | 29.19% | Q1 2026 | Apr 27, 2026 |
| Davis Capital Management | History | Reduced | 29,488 | 398 | 0.27% | 0.4% | 270 | -2,890 | -8.93% | Q1 2026 | Apr 16, 2026 |
| Summit Global Investments | History | Reduced | 29,342 | 396 | 0.02% | 0.17% | 272 | -133,617 | -81.99% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | New | 29,049 | 392 | 0.0% | — | 274 | +29,049 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 29,072 | 392 | 0.01% | 0.01% | 273 | +17,395 | 148.97% | Q1 2026 | May 15, 2026 |
| Genus Capital Management Inc. | History | No change | 28,864 | 389 | 0.04% | 0.06% | 275 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Reduced | 28,331 | 382 | 0.0% | 0.0% | 276 | -3,073 | -9.79% | Q1 2026 | May 06, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 28,000 | 378 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 27,681 | 373 | 0.0% | 0.0% | 278 | +227 | 0.83% | Q1 2026 | May 15, 2026 |
| Van Diest Capital, LLC | History | New | 27,422 | 370 | 0.29% | — | 279 | +27,422 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,773 | 369 | 0.0% | 0.0% | 280 | +20,298 | 239.5% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Reduced | 27,379 | 369 | 0.05% | 0.08% | 281 | -8,253 | -23.16% | Q1 2026 | Apr 14, 2026 |
| Skerryvore Asset Management Ltd | History | Reduced | 26,253 | 366 | 0.3% | 1.06% | 282 | -50,147 | -65.64% | Q1 2026 | May 15, 2026 |
| Laurion Capital Management LP | History | New | 26,772 | 361 | 0.02% | — | 283 | +26,772 | New | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 25,889 | 349 | 0.0% | 0.01% | 284 | -9,280 | -26.39% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 25,672 | 346 | 0.0% | 0.0% | 285 | -9,977 | -27.99% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 25,562 | 345 | 0.01% | 0.01% | 286 | -3,386 | -11.7% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Added to | 25,567 | 345 | 0.01% | 0.01% | 287 | +964 | 3.92% | Q1 2026 | May 15, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 25,042 | 338 | 0.01% | 0.01% | 288 | +4,951 | 24.64% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 24,826 | 335 | 0.0% | 0.0% | 289 | +2,359 | 10.5% | Q1 2026 | May 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 24,445 | 330 | 0.0% | 0.18% | 290 | -3,574,611 | -99.32% | Q1 2026 | May 05, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 24,419 | 329 | 0.21% | 0.26% | 291 | +2,353 | 10.66% | Q1 2026 | May 12, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 27,481 | 325 | 0.02% | 0.04% | 292 | -5,869 | -17.6% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,402 | 321 | 0.0% | 0.0% | 293 | -72,374 | -75.57% | Q1 2026 | Apr 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 17,876 | 318 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 23,400 | 316 | 0.0% | 0.01% | 295 | -209,900 | -89.97% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 23,390 | 315 | 0.01% | 0.01% | 296 | +6,665 | 39.85% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 23,075 | 311 | 0.0% | 0.11% | 297 | -464,146 | -95.26% | Q1 2026 | Apr 23, 2026 |
| TI-TRUST, INC | History | No change | 22,753 | 307 | 0.18% | 0.25% | 298 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 22,547 | 304 | 0.01% | 0.03% | 299 | -45,200 | -66.72% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 22,207 | 300 | 0.0% | 0.0% | 300 | +6,320 | 39.78% | Q1 2026 | May 13, 2026 |
| Rayburn West Financial Services LLC | History | Reduced | 22,258 | 300 | 0.18% | 0.25% | 302 | -400 | -1.77% | Q1 2026 | May 05, 2026 |
| Tudor Financial Inc. | History | No change | 22,270 | 300 | 0.15% | 0.2% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | New | 21,908 | 295 | 0.04% | — | 304 | +21,908 | New | Q1 2026 | May 05, 2026 |
| Americana Partners, LLC | History | Added to | 21,842 | 295 | 0.01% | 0.01% | 303 | +1,382 | 6.75% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 21,829 | 290 | 0.0% | 0.01% | 305 | +5,450 | 33.27% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 21,396 | 289 | 0.01% | 0.02% | 307 | +3,464 | 19.32% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 21,455 | 289 | 0.0% | 0.0% | 306 | -555 | -2.52% | Q1 2026 | May 07, 2026 |
| LGT Group Foundation | History | No change | 21,170 | 286 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 21,000 | 283 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FourThought Financial Partners, LLC | History | New | 20,809 | 281 | 0.02% | — | 310 | +20,809 | New | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,781 | 267 | 0.0% | 0.0% | 311 | +10,298 | 108.59% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,992 | 265 | 0.0% | 0.0% | 312 | +4,396 | 28.19% | Q1 2026 | Apr 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 19,546 | 264 | 0.01% | 0.01% | 313 | +6,746 | 52.7% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 19,455 | 263 | 0.01% | — | 314 | +19,455 | New | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 19,413 | 262 | 0.0% | 0.0% | 315 | -4,083 | -17.38% | Q1 2026 | May 01, 2026 |
| Ariadne Wealth Management, LP | History | New | 19,024 | 257 | 0.12% | — | 316 | +19,024 | New | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 14,065 | 250 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 18,477 | 249 | 0.06% | 0.07% | 318 | +17 | 0.09% | Q1 2026 | Apr 17, 2026 |
| Bayforest Capital Ltd | History | Reduced | 18,095 | 244 | 0.27% | 0.35% | 319 | -8,260 | -31.34% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,992 | 243 | 0.0% | 0.0% | 320 | +889 | 5.2% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 17,950 | 242 | 0.0% | 0.0% | 321 | -3,021 | -14.41% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,772 | 240 | 0.0% | 0.0% | 322 | -8,864 | -33.28% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 17,688 | 238 | 0.01% | 0.2% | 323 | -345,434 | -95.13% | Q1 2026 | May 13, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 17,390 | 234 | 0.11% | 0.05% | 324 | +11,290 | 185.08% | Q1 2026 | May 14, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 16,746 | 226 | 0.0% | 0.0% | 325 | +8 | 0.05% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 16,709 | 225 | 0.0% | 0.02% | 326 | -36,845 | -68.8% | Q1 2026 | Apr 20, 2026 |
| Somerset Trust Co | History | Added to | 16,525 | 223 | 0.07% | 0.09% | 327 | +10 | 0.06% | Q1 2026 | Apr 02, 2026 |
| Strategic Global Advisors, LLC | History | No change | 16,430 | 221 | 0.04% | 0.05% | 328 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Human Investing LLC | History | Reduced | 16,192 | 218 | 0.03% | 0.05% | 329 | -1,927 | -10.64% | Q1 2026 | May 07, 2026 |
| Scientech Research LLC | History | New | 16,056 | 216 | 0.18% | — | 330 | +16,056 | New | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | New | 15,604 | 210 | 0.0% | — | 331 | +15,604 | New | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 15,175 | 205 | 0.0% | — | 332 | +15,175 | New | Q1 2026 | Apr 24, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 14,810 | 200 | 0.0% | 0.0% | 333 | +671 | 4.75% | Q1 2026 | Apr 01, 2026 |
| Laidlaw Wealth Management LLC | History | Added to | 14,650 | 197 | 0.68% | 0.62% | 334 | +3,450 | 30.8% | Q1 2026 | May 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 14,170 | 191 | 0.0% | — | 335 | +14,170 | New | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | No change | 14,080 | 190 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| May Hill Capital, LLC | History | Reduced | 13,931 | 188 | 0.05% | 0.08% | 339 | -2,912 | -17.29% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 13,983 | 188 | 0.0% | 0.0% | 337 | -1,336 | -8.72% | Q1 2026 | May 08, 2026 |
| Seed Wealth Management, Inc. | History | No change | 13,950 | 188 | 0.13% | 0.17% | 338 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| First Affirmative Financial Network | History | New | 13,804 | 186 | 0.07% | — | 340 | +13,804 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 13,753 | 185 | 0.0% | 0.0% | 341 | -44 | -0.32% | Q1 2026 | May 14, 2026 |
| Park Capital Management, LLC / WI | History | New | 13,684 | 184 | 0.18% | — | 342 | +13,684 | New | Q1 2026 | Apr 15, 2026 |
| Diversified Trust Co | History | Reduced | 13,330 | 180 | 0.0% | 0.06% | 343 | -157,142 | -92.18% | Q1 2026 | Apr 16, 2026 |
| Canopy Partners, LLC | History | Reduced | 13,329 | 180 | 0.06% | 0.11% | 344 | -5,389 | -28.79% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | No change | 13,204 | 178 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | No change | 13,000 | 175 | 0.02% | 0.03% | 346 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Centurion Wealth Management LLC | History | No change | 13,000 | 175 | 0.04% | 0.05% | 347 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Leonteq Securities AG | History | Reduced | 12,772 | 172 | 0.01% | 0.07% | 348 | -120,977 | -90.45% | Q1 2026 | Apr 27, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 12,779 | 172 | 0.1% | — | 349 | +12,779 | New | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,720 | 171 | 0.0% | 0.01% | 350 | -10,203 | -44.51% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 12,600 | 170 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 12,600 | 170 | 0.0% | 0.01% | 352 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 12,410 | 167 | 0.0% | 0.0% | 353 | -8,180 | -39.73% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,245 | 165 | 0.0% | — | 354 | +12,245 | New | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 12,107 | 163 | 0.01% | 0.02% | 355 | -5,630 | -31.74% | Q1 2026 | Apr 23, 2026 |
| Able Wealth Management LLC | History | New | 12,036 | 162 | 0.04% | — | 356 | +12,036 | New | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,989 | 161 | 0.0% | 0.0% | 357 | -5,648 | -32.02% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,888 | 160 | 0.0% | 0.0% | 358 | -1,073 | -8.28% | Q1 2026 | Apr 10, 2026 |
| Quotient Wealth Partners, LLC | History | New | 11,693 | 157 | 0.0% | — | 359 | +11,693 | New | Q1 2026 | Apr 16, 2026 |
| Crestwood Advisors Group, LLC | History | New | 11,578 | 156 | 0.0% | — | 362 | +11,578 | New | Q1 2026 | May 05, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 11,587 | 156 | 0.01% | 0.02% | 361 | -6,662 | -36.51% | Q1 2026 | May 04, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 10,470 | 156 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 11,431 | 154 | 0.01% | 0.01% | 363 | -1,297 | -10.19% | Q1 2026 | May 11, 2026 |
| HUB Investment Partners, LLC | History | New | 10,579 | 142 | 0.0% | — | 364 | +10,579 | New | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | New | 10,552 | 142 | 0.04% | — | 365 | +10,552 | New | Q1 2026 | May 11, 2026 |
| Aureus Asset Management, LLC | History | New | 10,506 | 141 | 0.01% | — | 367 | +10,506 | New | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | No change | 10,470 | 141 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | New | 10,237 | 138 | 0.0% | — | 368 | +10,237 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | New | 10,148 | 137 | 0.0% | — | 369 | +10,148 | New | Q1 2026 | Apr 24, 2026 |
| Fisher Asset Management, LLC | History | New | 10,025 | 135 | 0.0% | — | 370 | +10,025 | New | Q1 2026 | May 05, 2026 |
| State of Wyoming | History | New | 9,890 | 133 | 0.02% | — | 371 | +9,890 | New | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,298 | 130 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 9,544 | 128 | 0.0% | 0.0% | 373 | +646 | 7.26% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 9,350 | 126 | 0.0% | 0.0% | 374 | -48 | -0.51% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 9,139 | 123 | 0.01% | 0.01% | 375 | +1,940 | 26.95% | Q1 2026 | Apr 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 8,717 | 114 | 0.0% | 0.01% | 376 | -406,588 | -97.9% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 8,422 | 113 | 0.01% | 0.03% | 377 | -5,660 | -40.19% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,959 | 105 | 0.0% | 0.0% | 378 | +7,590 | 2056.91% | Q1 2026 | May 12, 2026 |
| V-Square Quantitative Management LLC | History | New | 7,183 | 97 | 0.01% | — | 379 | +7,183 | New | Q1 2026 | Apr 27, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,068 | 95 | 0.0% | — | 380 | +7,068 | New | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 6,821 | 92 | 0.0% | — | 381 | +6,821 | New | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,135 | 91 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 6,687 | 90 | 0.02% | 0.03% | 383 | -820 | -10.92% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,935 | 66 | 0.0% | 0.0% | 384 | -957 | -16.24% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 4,627 | 62 | 0.0% | 0.0% | 386 | -1,108 | -19.32% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 4,600 | 62 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 3,954 | 53 | 0.0% | — | 388 | +3,954 | New | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,380 | 53 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,348 | 45 | 0.0% | 0.0% | 390 | -3,327 | -49.84% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,400 | 45 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UMB Bank, n.a. | History | No change | 3,061 | 41 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Community Bank, N.A. | History | No change | 2,552 | 34 | 0.0% | 0.01% | 392 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,400 | 32 | 0.03% | 0.04% | 393 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | Reduced | 2,179 | 29 | 0.01% | 0.02% | 394 | -1,060 | -32.73% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 2,113 | 28 | 0.0% | 0.0% | 396 | -6,747 | -76.15% | Q1 2026 | May 13, 2026 |
| Elequin Capital, LP | History | New | 2,139 | 28 | 0.0% | — | 397 | +2,139 | New | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,108 | 28 | 0.0% | 0.01% | 395 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,000 | 27 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Reflection Asset Management | History | No change | 1,441 | 25 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 1,708 | 23 | 0.0% | 0.01% | 400 | -247 | -12.63% | Q1 2026 | Apr 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,491 | 20 | 0.0% | 0.0% | 401 | -963 | -39.24% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,152 | 20 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,500 | 20 | 0.01% | 0.02% | 403 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | New | 1,471 | 19 | 0.0% | — | 404 | +1,471 | New | Q1 2026 | May 19, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,345 | 18 | 0.0% | — | 405 | +1,345 | New | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,320 | 17 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,200 | 16 | 0.0% | — | 408 | +1,200 | New | Q1 2026 | Apr 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,200 | 16 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,054 | 14 | 0.01% | — | 410 | +1,054 | New | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,110 | 14 | 0.0% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | New | 1,000 | 13 | 0.0% | — | 414 | +1,000 | New | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | No change | 979 | 13 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,003 | 13 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOM Asset Management Ltd | History | No change | 1,000 | 13 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 942 | 12 | 0.0% | 0.0% | 415 | +335 | 55.19% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 929 | 12 | 0.0% | 0.0% | 416 | +118 | 14.55% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | No change | 948 | 12 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 810 | 10 | 0.0% | 0.0% | 420 | -468 | -36.62% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 810 | 10 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 754 | 10 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | New | 681 | 9 | 0.0% | — | 423 | +681 | New | Q1 2026 | Apr 27, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 707 | 9 | 0.0% | 0.0% | 421 | +612 | 644.21% | Q1 2026 | Apr 21, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 700 | 9 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 595 | 8 | 0.0% | 0.35% | 424 | -79,123 | -99.25% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 547 | 7 | 0.0% | 0.0% | 425 | -341 | -38.4% | Q1 2026 | Apr 24, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 465 | 6 | 0.0% | — | 430 | +465 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 500 | 6 | 0.0% | — | 426 | +444 | 792.86% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 450 | 6 | 0.0% | — | 427 | +400 | 800.0% | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 496 | 6 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 511 | 6 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 444 | 5 | 0.0% | 0.0% | 435 | -334 | -42.93% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Added to | 387 | 5 | 0.0% | 0.0% | 432 | +183 | 89.71% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 403 | 5 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 408 | 5 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 296 | 5 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | No change | 440 | 5 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | New | 362 | 4 | 0.0% | — | 440 | +362 | New | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | New | 318 | 4 | 0.0% | — | 441 | +318 | New | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | Reduced | 353 | 4 | 0.0% | 0.0% | 439 | -257 | -42.13% | Q1 2026 | Apr 23, 2026 |
| ADIRONDACK TRUST CO | History | No change | 300 | 4 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 304 | 4 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 264 | 3 | 0.0% | 0.01% | 446 | -417 | -61.23% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 233 | 3 | 0.0% | 0.0% | 442 | +133 | 133.0% | Q1 2026 | Apr 30, 2026 |
| Clean Yield Group | History | No change | 254 | 3 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | No change | 245 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | No change | 235 | 3 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | New | 206 | 2 | 0.0% | — | 451 | +206 | New | Q1 2026 | Apr 24, 2026 |
| Dunhill Financial, LLC | History | New | 189 | 2 | 0.0% | — | 450 | +189 | New | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 167 | 2 | 0.0% | 0.0% | 448 | -142 | -45.95% | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 183 | 2 | 0.0% | 0.0% | 449 | +125 | 215.52% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 188 | 2 | 0.0% | 0.0% | 447 | -84 | -30.88% | Q1 2026 | Apr 13, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 132 | 1 | 0.0% | — | 453 | +132 | New | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 109 | 1 | 0.0% | — | 452 | +109 | New | Q1 2026 | Apr 17, 2026 |
| GQG Partners LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -29,130,383 | -100.0% | Q1 2026 | May 12, 2026 |
| COATUE MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,574,706 | -100.0% | Q1 2026 | May 15, 2026 |
| Palestra Capital Management LLC | History | Closed out | 0 | 0 | — | 1.71% | — | -2,709,445 | -100.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,259,618 | -100.0% | Q1 2026 | May 15, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.28% | — | -1,094,752 | -100.0% | Q1 2026 | May 20, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -855,000 | -100.0% | Q1 2026 | May 15, 2026 |
| NS Partners Ltd | History | Closed out | 0 | 0 | — | 0.54% | — | -769,900 | -100.0% | Q1 2026 | May 11, 2026 |
| Avantyr Capital Partners, LP | History | Closed out | 0 | 0 | — | 0.71% | — | -662,446 | -100.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -595,490 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | Closed out | 0 | 0 | — | 0.23% | — | -525,854 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.14% | — | -423,904 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -290,500 | -100.0% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.01% | — | -250,004 | -100.0% | Q1 2026 | May 15, 2026 |
| Ovata Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.49% | — | -218,082 | -100.0% | Q1 2026 | May 13, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 1.05% | — | -180,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -162,570 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirabaud Asset Management Ltd | History | Closed out | 0 | 0 | — | 1.63% | — | -160,550 | -100.0% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -160,000 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -141,125 | -100.0% | Q1 2026 | May 04, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Closed out | 0 | 0 | — | 0.27% | — | -140,000 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -134,781 | -100.0% | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -133,624 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -124,990 | -100.0% | Q1 2026 | May 04, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -118,971 | -100.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -94,890 | -100.0% | Q1 2026 | May 13, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | Closed out | 0 | 0 | — | 0.1% | — | -84,825 | -100.0% | Q1 2026 | May 04, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.15% | — | -71,500 | -100.0% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -70,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Stanley-Laman Group, Ltd. | History | Closed out | 0 | 0 | — | 0.16% | — | -70,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -62,718 | -100.0% | Q1 2026 | May 15, 2026 |
| Oaktree Fund Advisors, LLC | History | Closed out | 0 | 0 | — | 2.01% | — | -60,972 | -100.0% | Q1 2026 | May 20, 2026 |
| Advisory Resource Group | History | Closed out | 0 | 0 | — | 0.18% | — | -57,998 | -100.0% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -53,448 | -100.0% | Q1 2026 | May 12, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -50,061 | -100.0% | Q1 2026 | May 14, 2026 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.51% | — | -50,061 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,262 | -100.0% | Q1 2026 | May 14, 2026 |
| Maxi Investments CY Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -31,000 | -100.0% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -30,483 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -30,382 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,534 | -100.0% | Q1 2026 | May 13, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -25,220 | -100.0% | Q1 2026 | May 14, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -21,195 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,261 | -100.0% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -19,318 | -100.0% | Q1 2026 | May 12, 2026 |
| Aspen Grove Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,314 | -100.0% | Q1 2026 | May 14, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,160 | -100.0% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,149 | -100.0% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS | History | Closed out | 0 | 0 | — | 0.01% | — | -17,100 | -100.0% | Q1 2026 | May 12, 2026 |
| JMN Financial LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -16,931 | -100.0% | Q1 2026 | May 15, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -14,959 | -100.0% | Q1 2026 | May 04, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,912 | -100.0% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,700 | -100.0% | Q1 2026 | May 12, 2026 |
| SkyOak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,564 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -14,465 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,441 | -100.0% | Q1 2026 | May 04, 2026 |
| Sustainable Insight Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -13,835 | -100.0% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,713 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,684 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,642 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Frec Markets, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -13,316 | -100.0% | Q1 2026 | May 13, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,628 | -100.0% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,016 | -100.0% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,492 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,033 | -100.0% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,000 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,264 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,202 | -100.0% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,762 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q1 2026 | Apr 06, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | Reduced | 60 | 0 | — | 0.0% | — | -39 | -39.39% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Planning Group LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 05, 2026 |
| Inspire Investing, LLC | History | Added to | 19 | 0 | — | — | — | +2 | 11.76% | Q1 2026 | Apr 23, 2026 |
| Trust Co | History | No change | 66 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 58 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ares Financial Consulting, LLC | History | No change | 68 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |