INDEPENDENCE REALTY TRUST, INC. - IRT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 33,235,002 | 580,947 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 35,691,863 | 531,451 | 0.01% | 0.01% | 2 | -90,300 | -0.25% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 21,404,549 | 318,713 | 0.02% | — | 3 | +21,404,549 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 13,072,579 | 196,822 | 0.01% | 0.01% | 4 | -2,234 | -0.02% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 10,619,573 | 158,125 | 0.0% | — | 5 | +10,619,573 | New | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 9,992,953 | 148,796 | 0.1% | 0.05% | 6 | +7,312,286 | 272.78% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 8,245,749 | 144,135 | 0.05% | 0.05% | 7 | -437,375 | -5.04% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 7,864,880 | 117,108 | 0.14% | 0.14% | 8 | +1,193,006 | 17.88% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 6,827,122 | 101,656 | 0.17% | 0.2% | 9 | -579,284 | -7.82% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 6,671,589 | 99,354 | 0.01% | 0.01% | 10 | +225,622 | 3.5% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,780,192 | 86,067 | 0.01% | 0.01% | 11 | +130,363 | 2.31% | Q1 2026 | May 15, 2026 |
| Long Pond Capital, LP | History | Added to | 5,727,238 | 85,278 | 8.15% | 2.05% | 12 | +4,726,660 | 472.39% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 4,186,604 | 62,338 | 0.01% | 0.01% | 13 | +122,845 | 3.02% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,712,289 | 55,275 | 0.01% | 0.02% | 14 | -162,358 | -4.19% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,663,773 | 54,553 | 0.01% | 0.01% | 15 | -1,453,632 | -28.41% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 2,981,783 | 52,121 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,473,797 | 51,724 | 0.01% | 0.01% | 17 | +134,364 | 4.02% | Q1 2026 | May 07, 2026 |
| RUSH ISLAND MANAGEMENT, LP | History | New | 3,456,162 | 51,462 | 3.45% | — | 18 | +3,456,162 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,345,415 | 49,813 | 0.01% | 0.01% | 19 | +56,504 | 1.72% | Q1 2026 | May 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 3,165,032 | 47,127 | 0.03% | 0.05% | 20 | -1,438,455 | -31.25% | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | Reduced | 3,153,316 | 46,952 | 0.59% | 0.89% | 21 | -1,146,391 | -26.66% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 3,091,287 | 46,029 | 0.02% | 0.02% | 22 | -665,534 | -17.72% | Q1 2026 | May 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 2,869,720 | 42,730 | 0.44% | 0.57% | 23 | -202,645 | -6.6% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,453,499 | 36,532 | 0.01% | 0.01% | 24 | -29,186 | -1.18% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,446,278 | 36,425 | 0.0% | 0.01% | 25 | +86,002 | 3.64% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,992,948 | 29,674 | 0.0% | 0.0% | 26 | -611,463 | -23.48% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,986,428 | 29,577 | 0.01% | 0.01% | 27 | -42,796 | -2.11% | Q1 2026 | May 05, 2026 |
| Woodline Partners LP | History | Reduced | 1,952,265 | 29,069 | 0.11% | 0.19% | 28 | -847,648 | -30.27% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,913,184 | 28,334 | 0.0% | 0.0% | 29 | -237,645 | -11.05% | Q1 2026 | May 13, 2026 |
| Argosy-Lionbridge Management, LLC | History | Added to | 1,819,715 | 27,095 | 19.01% | 16.98% | 30 | +282,856 | 18.4% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,591,880 | 23,703 | 0.21% | 0.2% | 31 | +283,793 | 21.7% | Q1 2026 | May 13, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 1,591,264 | 23,693 | 0.24% | 0.01% | 32 | +1,512,264 | 1914.26% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,578,826 | 23,508 | 0.01% | 0.01% | 33 | -23,147 | -1.44% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,549,985 | 23,079 | 0.0% | 0.02% | 34 | -6,189,865 | -79.97% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,533,007 | 22,826 | 0.01% | — | 35 | +1,533,007 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 1,386,831 | 20,649 | 0.0% | 0.0% | 36 | +13,225 | 0.96% | Q1 2026 | May 12, 2026 |
| Holocene Advisors, LP | History | Added to | 1,334,012 | 19,863 | 0.05% | 0.03% | 37 | +399,782 | 42.79% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,327,271 | 19,763 | 0.0% | 0.01% | 38 | -100,231 | -7.02% | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,240,262 | 18,467 | 0.01% | 0.01% | 39 | +94,627 | 8.26% | Q1 2026 | May 05, 2026 |
| River Road Asset Management, LLC | History | New | 1,079,384 | 16,072 | 0.18% | — | 40 | +1,079,384 | New | Q1 2026 | Apr 30, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 1,055,551 | 15,717 | 0.55% | — | 41 | +1,055,551 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 1,009,705 | 15,034 | 0.08% | 0.09% | 42 | +540 | 0.05% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 881,801 | 13,130 | 0.05% | 0.03% | 43 | +310,233 | 54.28% | Q1 2026 | Apr 30, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Reduced | 868,848 | 12,937 | 0.19% | 0.48% | 44 | -1,002,755 | -53.58% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 786,616 | 11,712 | 0.03% | 0.04% | 45 | +75,341 | 10.59% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Added to | 780,160 | 11,616 | 0.08% | 0.04% | 46 | +202,510 | 35.06% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 760,849 | 11,329 | 0.01% | 0.01% | 47 | +7,307 | 0.97% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 754,932 | 11,240 | 0.0% | 0.0% | 48 | +216,267 | 40.15% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 659,540 | 9,820 | 0.07% | 0.03% | 49 | +413,147 | 167.68% | Q1 2026 | Apr 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 631,237 | 9,399 | 0.16% | 0.17% | 50 | +48,222 | 8.27% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 611,770 | 9,109 | 0.03% | 0.03% | 51 | -27,238 | -4.26% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 605,031 | 9,008 | 0.0% | 0.0% | 52 | +358,846 | 145.76% | Q1 2026 | May 11, 2026 |
| APG Asset Management US Inc. | History | New | 598,765 | 8,903 | 0.07% | — | 53 | +598,765 | New | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 576,197 | 8,579 | 0.0% | 0.0% | 54 | -102,275 | -15.07% | Q1 2026 | Apr 30, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 572,161 | 8,518 | 0.0% | 0.0% | 55 | +188,658 | 49.19% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 532,445 | 7,928 | 0.0% | 0.0% | 56 | +15,242 | 2.95% | Q1 2026 | May 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 524,922 | 7,832 | 0.01% | 0.02% | 57 | -600 | -0.11% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 473,200 | 7,045 | 0.0% | 0.0% | 58 | +12,100 | 2.62% | Q1 2026 | May 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 469,732 | 6,994 | 0.0% | 0.0% | 59 | -25,285 | -5.11% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 448,434 | 6,677 | 0.0% | 0.0% | 60 | +8,247 | 1.87% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 437,845 | 6,520 | 0.02% | 0.02% | 61 | -22,880 | -4.97% | Q1 2026 | Apr 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 435,331 | 6,482 | 0.01% | 0.02% | 62 | -30,480 | -6.54% | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 371,649 | 5,533 | 0.15% | 0.14% | 63 | +59,446 | 19.04% | Q1 2026 | Apr 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 367,600 | 5,473 | 0.01% | 0.02% | 64 | +257 | 0.07% | Q1 2026 | May 11, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 367,518 | 5,472 | 0.4% | 0.43% | 65 | -10,595 | -2.8% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 349,703 | 5,207 | 0.02% | 0.02% | 66 | +3,722 | 1.08% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 336,912 | 5,017 | 0.01% | 0.01% | 67 | -8,054 | -2.33% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 333,867 | 4,971 | 0.0% | 0.0% | 68 | +24,178 | 7.81% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Reduced | 331,520 | 4,936 | 0.0% | 0.0% | 69 | -15,105 | -4.36% | Q1 2026 | May 06, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 329,446 | 4,905 | 0.01% | 0.02% | 70 | -20,874 | -5.96% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 318,941 | 4,749 | 0.01% | 0.0% | 71 | +276,994 | 660.34% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 298,589 | 4,445 | 0.0% | 0.0% | 72 | +49,088 | 19.67% | Q1 2026 | May 13, 2026 |
| B&I Capital AG | History | Reduced | 294,460 | 4,384 | 1.49% | 3.18% | 73 | -216,400 | -42.36% | Q1 2026 | May 06, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 294,480 | 4,384 | 2.09% | 2.29% | 74 | -7,036 | -2.33% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 290,693 | 4,330 | 0.01% | 0.01% | 75 | -32,900 | -10.17% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 290,366 | 4,323 | 0.01% | 0.02% | 76 | +3,854 | 1.35% | Q1 2026 | Apr 24, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 287,931 | 4,287 | 0.16% | 0.15% | 77 | -454 | -0.16% | Q1 2026 | Apr 23, 2026 |
| Phocas Financial Corp. | History | Reduced | 283,010 | 4,214 | 0.66% | 0.82% | 78 | -77,349 | -21.46% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 278,649 | 4,149 | 0.0% | 0.0% | 79 | +58,584 | 26.62% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 276,720 | 4,120 | 0.01% | 0.02% | 80 | -51,432 | -15.67% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 263,026 | 3,908 | 0.0% | 0.0% | 81 | -9,824 | -3.6% | Q1 2026 | May 14, 2026 |
| Lightrock Netherlands B.V. | History | Reduced | 261,434 | 3,892 | 0.83% | 0.98% | 82 | -10,000 | -3.68% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 257,655 | 3,836 | 0.0% | 0.0% | 83 | -161,172 | -38.48% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 256,512 | 3,819 | 0.0% | 0.0% | 84 | -5,005 | -1.91% | Q1 2026 | Apr 30, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | Reduced | 245,740 | 3,659 | 0.27% | 0.34% | 85 | -25,835 | -9.51% | Q1 2026 | Apr 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 245,446 | 3,655 | 0.0% | 0.0% | 86 | +36,836 | 17.66% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 239,550 | 3,566 | 0.0% | 0.0% | 87 | +4,596 | 1.96% | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | Reduced | 236,740 | 3,525 | 0.4% | 0.56% | 88 | -47,103 | -16.59% | Q1 2026 | Apr 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 236,051 | 3,514 | 0.0% | — | 89 | +236,051 | New | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 222,616 | 3,314 | 0.01% | 0.01% | 90 | -2,454 | -1.09% | Q1 2026 | May 11, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 221,091 | 3,292 | 0.07% | 0.09% | 91 | -31,406 | -12.44% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | New | 220,718 | 3,285 | 0.0% | — | 92 | +220,718 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 217,060 | 3,232 | 0.0% | 0.0% | 93 | -16,003 | -6.87% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 214,142 | 3,188 | 0.01% | — | 94 | +214,142 | New | Q1 2026 | May 08, 2026 |
| Sophron Capital Management L.P. | History | New | 211,234 | 3,145 | 0.93% | — | 95 | +211,234 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 201,438 | 2,997 | 0.0% | 0.0% | 96 | +52,507 | 35.26% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 196,145 | 2,920 | 0.01% | 0.01% | 97 | +33,139 | 20.33% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 194,800 | 2,900 | 0.01% | 0.03% | 98 | -330,400 | -62.91% | Q1 2026 | Apr 24, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 191,794 | 2,855 | 0.0% | 0.0% | 99 | +2,930 | 1.55% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 189,982 | 2,828 | 0.01% | 0.01% | 100 | +92,390 | 94.67% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 188,991 | 2,813 | 0.0% | 0.0% | 101 | -17,759 | -8.59% | Q1 2026 | May 08, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 178,200 | 2,653 | 0.01% | 0.01% | 102 | -14,795 | -7.67% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 170,215 | 2,534 | 0.0% | 0.0% | 103 | +40,151 | 30.87% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 167,630 | 2,496 | 0.01% | 0.01% | 104 | +30,001 | 21.8% | Q1 2026 | May 01, 2026 |
| Hilton Capital Management, LLC | History | Added to | 158,061 | 2,353 | 0.18% | 0.18% | 105 | +21,272 | 15.55% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 155,184 | 2,309 | 0.02% | 0.03% | 106 | -410 | -0.26% | Q1 2026 | Apr 20, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 144,897 | 2,157 | 0.02% | 0.02% | 107 | +20,315 | 16.31% | Q1 2026 | Apr 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 142,632 | 2,123 | 0.12% | 0.24% | 108 | -91,213 | -39.01% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 137,499 | 2,047 | 0.0% | 0.01% | 109 | -34,869 | -20.23% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 136,767 | 2,036 | 0.0% | 0.0% | 110 | +28,203 | 25.98% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 135,700 | 2,020 | 0.0% | — | 111 | +135,700 | New | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 133,929 | 1,994 | 0.0% | 0.0% | 112 | -390,946 | -74.48% | Q1 2026 | May 14, 2026 |
| Amundi | History | Added to | 133,341 | 1,985 | 0.0% | 0.0% | 113 | +6,344 | 5.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 133,323 | 1,985 | 0.0% | 0.01% | 114 | +4,709 | 3.66% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 131,094 | 1,951 | 0.0% | 0.0% | 115 | +47,116 | 56.11% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 127,827 | 1,903 | 0.0% | 0.0% | 116 | +181 | 0.14% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 126,347 | 1,881 | 0.0% | 0.0% | 117 | -46,187 | -26.77% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 125,368 | 1,866 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 122,226 | 1,819 | 0.06% | 0.06% | 119 | -18,084 | -12.89% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 116,484 | 1,734 | 0.0% | 0.0% | 120 | -26,393 | -18.47% | Q1 2026 | Apr 27, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 116,254 | 1,731 | 0.0% | 0.0% | 121 | -9,832 | -7.8% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 106,743 | 1,589 | 0.01% | 0.01% | 122 | -5,503 | -4.9% | Q1 2026 | May 13, 2026 |
| Vanderbilt University | History | New | 105,598 | 1,572 | 0.3% | — | 123 | +105,598 | New | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 103,797 | 1,547 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 104,316 | 1,545 | 0.01% | 0.01% | 125 | +3,964 | 3.95% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Added to | 102,517 | 1,526 | 0.01% | 0.01% | 126 | +1,929 | 1.92% | Q1 2026 | May 08, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 102,278 | 1,522 | 0.01% | 0.01% | 127 | -21,762 | -17.54% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 100,399 | 1,494 | 0.0% | 0.0% | 128 | +24,287 | 31.91% | Q1 2026 | May 15, 2026 |
| Aurora Investment Managers, LLC. | History | Reduced | 99,066 | 1,475 | 1.09% | 1.92% | 129 | -94,676 | -48.87% | Q1 2026 | Apr 20, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 97,104 | 1,445 | 0.82% | 0.89% | 130 | -3,333 | -3.32% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 96,688 | 1,439 | 0.0% | — | 131 | +96,688 | New | Q1 2026 | May 08, 2026 |
| Slocum, Gordon & Co LLP | History | Reduced | 96,355 | 1,434 | 0.98% | 1.25% | 132 | -2,305 | -2.34% | Q1 2026 | Apr 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 96,061 | 1,430 | 0.0% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SG Americas Securities, LLC | History | Added to | 93,832 | 1,397 | 0.0% | 0.0% | 134 | +49,465 | 111.49% | Q1 2026 | Apr 16, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 91,320 | 1,359 | 0.04% | 0.05% | 135 | +743 | 0.82% | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 90,766 | 1,351 | 0.02% | 0.02% | 136 | -8,586 | -8.64% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 89,779 | 1,336 | 0.0% | 0.0% | 137 | -17,936 | -16.65% | Q1 2026 | May 12, 2026 |
| Bell Bank | History | No change | 88,006 | 1,310 | 0.06% | 0.07% | 138 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ALLSTATE CORP | History | New | 85,647 | 1,275 | 0.01% | — | 139 | +85,647 | New | Q1 2026 | May 11, 2026 |
| Aberdeen Group plc | History | Reduced | 83,850 | 1,248 | 0.0% | 0.0% | 140 | -2,253 | -2.62% | Q1 2026 | Apr 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 79,990 | 1,191 | 0.13% | 0.15% | 141 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 76,022 | 1,132 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 69,428 | 1,033 | 0.03% | 0.04% | 143 | +1,504 | 2.21% | Q1 2026 | May 13, 2026 |
| RM Financial Services, LLC | History | Reduced | 69,274 | 1,031 | 0.89% | 1.72% | 144 | -41,449 | -37.43% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 69,241 | 1,030 | 0.01% | 0.01% | 145 | -4,593 | -6.22% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 68,697 | 1,022 | 0.0% | 0.0% | 148 | -199,380 | -74.37% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 68,659 | 1,022 | 0.0% | 0.0% | 146 | -9,482 | -12.13% | Q1 2026 | May 04, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 68,700 | 1,022 | 0.02% | 0.02% | 147 | +2,600 | 3.93% | Q1 2026 | Apr 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 67,840 | 1,010 | 0.0% | 0.0% | 149 | +3,514 | 5.46% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 66,734 | 993 | 0.0% | 0.0% | 150 | +4,187 | 6.69% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Added to | 65,717 | 978 | 0.01% | 0.01% | 151 | +642 | 0.99% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 64,572 | 961 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 64,442 | 959 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 63,363 | 943 | 0.01% | 0.02% | 154 | -5,060 | -7.4% | Q1 2026 | May 01, 2026 |
| Metis Global Partners, LLC | History | Added to | 62,057 | 924 | 0.02% | 0.02% | 155 | +5,584 | 9.89% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 59,480 | 897 | 0.0% | 0.0% | 156 | -2,293 | -3.71% | Q1 2026 | Apr 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 58,360 | 868 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Prosperitas Financial LLC | History | Reduced | 57,881 | 861 | 0.32% | 0.4% | 158 | -492 | -0.84% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 57,182 | 851 | 0.02% | 0.02% | 159 | -750 | -1.29% | Q1 2026 | May 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 57,000 | 848 | 0.0% | 0.0% | 160 | +600 | 1.06% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 55,410 | 825 | 0.01% | 0.01% | 161 | -5,311 | -8.75% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Reduced | 55,383 | 824 | 0.01% | 0.01% | 162 | -3,349 | -5.7% | Q1 2026 | May 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 54,679 | 814 | 0.01% | 0.02% | 163 | -55,571 | -50.4% | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 53,729 | 809 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 54,347 | 808 | 0.0% | 0.0% | 165 | -5,773 | -9.6% | Q1 2026 | May 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 52,600 | 790 | 0.0% | 0.0% | 167 | +2,700 | 5.41% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 53,062 | 790 | 0.01% | 0.01% | 166 | -350 | -0.66% | Q1 2026 | May 08, 2026 |
| UniSuper Management Pty Ltd | History | No change | 49,600 | 738 | 0.0% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 48,995 | 729 | 0.03% | 0.03% | 169 | -4,797 | -8.92% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 48,563 | 723 | 0.01% | 0.01% | 170 | +1,200 | 2.53% | Q1 2026 | Apr 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 48,395 | 720 | 0.02% | 0.02% | 171 | -14,175 | -22.65% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 47,890 | 713 | 0.01% | 0.01% | 172 | -1,937 | -3.89% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 47,363 | 705 | 0.01% | 0.01% | 173 | -3,406 | -6.71% | Q1 2026 | May 08, 2026 |
| Vestcor Inc | History | New | 47,080 | 701 | 0.02% | — | 174 | +47,080 | New | Q1 2026 | May 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 45,700 | 680 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 45,236 | 674 | 0.0% | 0.0% | 176 | +32,867 | 265.72% | Q1 2026 | May 13, 2026 |
| New Age Alpha Advisors, LLC | History | New | 45,082 | 671 | 0.03% | — | 177 | +45,082 | New | Q1 2026 | May 11, 2026 |
| Pensionfund PDN | History | No change | 44,500 | 663 | 0.38% | 0.51% | 178 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| ProShare Advisors LLC | History | Reduced | 44,395 | 661 | 0.0% | 0.0% | 179 | -9,179 | -17.13% | Q1 2026 | Apr 24, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 44,372 | 660 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 44,009 | 655 | 0.01% | 0.01% | 181 | +14,778 | 50.56% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 42,880 | 638 | 0.0% | 0.0% | 182 | +10,503 | 32.44% | Q1 2026 | May 05, 2026 |
| Squarepoint Ops LLC | History | New | 42,671 | 635 | 0.0% | — | 183 | +42,671 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 42,048 | 626 | 0.03% | 0.03% | 184 | +346 | 0.83% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 40,981 | 610 | 0.02% | 0.03% | 185 | -2,347 | -5.42% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 40,945 | 609 | 0.0% | 0.0% | 186 | +1,580 | 4.01% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 40,716 | 606 | 0.0% | 0.01% | 187 | -39,930 | -49.51% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 40,165 | 598 | 0.0% | 0.0% | 188 | -1,031 | -2.5% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | New | 39,855 | 593 | 0.01% | — | 189 | +39,855 | New | Q1 2026 | Apr 27, 2026 |
| VARCOV Co. | History | New | 39,619 | 589 | 0.22% | — | 190 | +39,619 | New | Q1 2026 | May 15, 2026 |
| IFM Investors Pty Ltd | History | Added to | 39,060 | 581 | 0.0% | 0.01% | 191 | +528 | 1.37% | Q1 2026 | Apr 23, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 38,332 | 570 | 0.0% | 0.0% | 192 | +2,841 | 8.0% | Q1 2026 | Apr 22, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 37,347 | 556 | 0.0% | 0.0% | 193 | +1,427 | 3.97% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 36,632 | 545 | 0.0% | 0.0% | 194 | -5,779 | -13.63% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 36,013 | 536 | 0.03% | 0.03% | 195 | -6,227 | -14.74% | Q1 2026 | May 18, 2026 |
| Inspire Investing, LLC | History | Added to | 34,740 | 517 | 0.04% | 0.04% | 196 | +7,887 | 29.37% | Q1 2026 | Apr 23, 2026 |
| XPONANCE LLC | History | Added to | 34,199 | 509 | 0.0% | 0.0% | 197 | +4,915 | 16.78% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 33,557 | 499 | 0.0% | 0.0% | 198 | +1,757 | 5.53% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 31,831 | 473 | 0.0% | 0.0% | 199 | +1,004 | 3.26% | Q1 2026 | May 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 31,379 | 467 | 0.01% | 0.01% | 200 | +623 | 2.03% | Q1 2026 | May 11, 2026 |
| Southland Equity Partners LLC | History | No change | 31,281 | 465 | 0.09% | 0.11% | 201 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 30,580 | 460 | 0.01% | 0.02% | 202 | -9,661 | -24.01% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 30,383 | 452 | 0.02% | 0.03% | 203 | +4,137 | 15.76% | Q1 2026 | Apr 30, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 30,347 | 451 | 0.13% | 0.37% | 204 | -23,679 | -43.83% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | No change | 30,166 | 449 | 0.1% | 0.11% | 205 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 30,097 | 448 | 0.0% | 0.01% | 206 | -5,836 | -16.24% | Q1 2026 | May 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 29,406 | 443 | 0.1% | 0.12% | 207 | +231 | 0.79% | Q1 2026 | May 12, 2026 |
| Pointe Capital Management LLC | History | No change | 29,565 | 440 | 0.22% | 0.26% | 208 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 29,003 | 431 | 0.0% | 0.0% | 209 | -4,905 | -14.47% | Q1 2026 | May 12, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 26,222 | 415 | 0.14% | 0.15% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 27,232 | 410 | 0.1% | 0.12% | 211 | -264 | -0.96% | Q1 2026 | May 07, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 27,425 | 408 | 0.0% | 0.0% | 212 | -1,064 | -3.73% | Q1 2026 | May 06, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 26,873 | 400 | 0.13% | 0.51% | 213 | -59,250 | -68.8% | Q1 2026 | May 08, 2026 |
| Concorde Asset Management, LLC | History | No change | 22,743 | 397 | 0.16% | 0.16% | 214 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,627 | 396 | 0.0% | 0.0% | 215 | -2,325 | -8.03% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 25,932 | 386 | 0.0% | — | 216 | +25,932 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 25,860 | 385 | 0.01% | 0.01% | 217 | -4,215 | -14.01% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 25,890 | 385 | 0.01% | 0.01% | 218 | +62 | 0.24% | Q1 2026 | May 18, 2026 |
| Investment Research & Advisory Group, Inc. | History | Reduced | 25,319 | 377 | 0.13% | 0.17% | 219 | -4,668 | -15.57% | Q1 2026 | Apr 20, 2026 |
| COMMERCE BANK | History | Added to | 25,006 | 372 | 0.0% | 0.0% | 220 | +3,271 | 15.05% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 25,026 | 372 | 0.01% | 0.01% | 221 | +6 | 0.02% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,530 | 365 | 0.0% | 0.0% | 222 | +1,194 | 5.12% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 23,740 | 353 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 23,236 | 345 | 0.02% | 0.02% | 224 | -78 | -0.33% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 23,084 | 343 | 0.01% | 0.02% | 225 | -15,796 | -40.63% | Q1 2026 | May 13, 2026 |
| Pensionfund Sabic | History | No change | 23,000 | 342 | 0.41% | 0.11% | 226 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,238 | 335 | 0.0% | 0.0% | 227 | -169 | -0.75% | Q1 2026 | Apr 08, 2026 |
| Hazelview Securities Inc. | History | New | 21,990 | 327 | 0.06% | — | 228 | +21,990 | New | Q1 2026 | May 14, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 21,874 | 325 | 0.1% | 0.12% | 229 | -10 | -0.05% | Q1 2026 | Apr 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 21,341 | 317 | 0.01% | 0.0% | 230 | +11,566 | 118.32% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | No change | 21,191 | 315 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,532 | 305 | 0.0% | 0.0% | 232 | +6,725 | 48.71% | Q1 2026 | May 08, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 20,337 | 302 | 0.05% | 0.05% | 233 | -8,311 | -29.01% | Q1 2026 | Apr 21, 2026 |
| Keel Point, LLC | History | No change | 17,262 | 301 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Reduced | 19,974 | 297 | 0.01% | 0.02% | 235 | -2,865 | -12.54% | Q1 2026 | Apr 27, 2026 |
| INCEPTIONR LLC | History | New | 19,876 | 295 | 0.07% | — | 236 | +19,876 | New | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 19,626 | 292 | 0.0% | 0.0% | 237 | -6,640 | -25.28% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 19,492 | 290 | 0.0% | 0.0% | 238 | -40,143 | -67.31% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 19,379 | 288 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 19,077 | 284 | 0.0% | 0.0% | 240 | +1,596 | 9.13% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 18,827 | 280 | 0.0% | 0.0% | 241 | -378 | -1.97% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 15,927 | 278 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 18,432 | 274 | 0.0% | 0.0% | 243 | +902 | 5.15% | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 18,197 | 270 | 0.04% | 0.06% | 244 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 17,398 | 259 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 17,400 | 259 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 17,150 | 255 | 0.04% | — | 247 | +17,150 | New | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 16,724 | 249 | 0.01% | — | 248 | +16,724 | New | Q1 2026 | May 14, 2026 |
| FULTON BANK, N.A. | History | Reduced | 16,602 | 247 | 0.01% | 0.01% | 249 | -209 | -1.24% | Q1 2026 | Apr 24, 2026 |
| Brooklyn Investment Group | History | Added to | 16,476 | 245 | 0.01% | 0.01% | 251 | +1,005 | 6.5% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,040 | 245 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 16,334 | 243 | 0.0% | 0.0% | 252 | -1,155 | -6.6% | Q1 2026 | Apr 07, 2026 |
| CFO4Life Group, LLC | History | Reduced | 16,289 | 242 | 0.04% | 0.05% | 253 | -3,336 | -17.0% | Q1 2026 | May 11, 2026 |
| Vivaldi Capital Management LP | History | No change | 16,182 | 240 | 0.03% | 0.04% | 254 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,954 | 237 | 0.0% | 0.0% | 255 | +1,709 | 12.0% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 15,801 | 235 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 15,657 | 233 | 0.0% | 0.0% | 257 | +483 | 3.18% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,624 | 232 | 0.0% | 0.0% | 258 | -151 | -0.96% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | No change | 15,462 | 230 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 15,432 | 229 | 0.0% | — | 260 | +15,432 | New | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | No change | 15,187 | 226 | 0.01% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 15,000 | 223 | 0.0% | 0.0% | 262 | +4,624 | 44.56% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,759 | 219 | 0.0% | 0.0% | 263 | -579 | -3.77% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,415 | 214 | 0.0% | 0.01% | 264 | -10,245 | -41.55% | Q1 2026 | Apr 22, 2026 |
| Fieldview Capital Management, LLC | History | New | 14,243 | 212 | 0.06% | — | 265 | +14,243 | New | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 14,018 | 208 | 0.02% | — | 267 | +14,018 | New | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 13,978 | 208 | 0.0% | 0.0% | 266 | -3,933 | -21.96% | Q1 2026 | May 14, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 13,787 | 205 | 0.17% | 0.2% | 268 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 13,567 | 202 | 0.0% | 0.0% | 269 | +2,484 | 22.41% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,505 | 201 | 0.0% | 0.0% | 270 | +1,037 | 8.32% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,285 | 197 | 0.01% | 0.01% | 272 | -3,331 | -20.05% | Q1 2026 | Apr 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 13,271 | 197 | 0.0% | 0.0% | 271 | +2,389 | 21.95% | Q1 2026 | May 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 12,476 | 196 | 0.09% | 0.1% | 273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | No change | 12,913 | 192 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 11,777 | 190 | 0.0% | — | 275 | +11,777 | New | Q1 2026 | May 01, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 12,613 | 188 | 0.01% | — | 277 | +12,613 | New | Q1 2026 | Apr 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 12,639 | 188 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,508 | 186 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 12,445 | 185 | 0.05% | 0.04% | 279 | +3,019 | 32.03% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,942 | 176 | 0.0% | 0.0% | 280 | +7,074 | 145.32% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,577 | 172 | 0.0% | 0.0% | 281 | -1,900 | -14.1% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Reduced | 11,545 | 171 | 0.0% | 0.05% | 284 | -99,087 | -89.56% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,602 | 171 | 0.01% | 0.02% | 283 | -16,996 | -59.43% | Q1 2026 | Apr 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 11,485 | 171 | 0.0% | 0.0% | 282 | -2,002 | -14.84% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 11,532 | 171 | 0.0% | 0.0% | 285 | -1,702 | -12.86% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 11,453 | 170 | 0.06% | 0.07% | 286 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 11,323 | 168 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SFMG, LLC | History | No change | 11,126 | 165 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 11,062 | 164 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DnB Asset Management AS | History | New | 10,819 | 161 | 0.0% | — | 290 | +10,819 | New | Q1 2026 | May 14, 2026 |
| CPC Advisors, LLC | History | No change | 10,778 | 160 | 0.03% | 0.02% | 291 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 10,645 | 158 | 0.0% | — | 292 | +10,645 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | New | 10,608 | 157 | 0.0% | — | 294 | +10,608 | New | Q1 2026 | Apr 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 10,551 | 157 | 0.0% | 0.0% | 293 | -151 | -1.41% | Q1 2026 | May 08, 2026 |
| Norinchukin Bank, The | History | Reduced | 10,485 | 156 | 0.0% | 0.0% | 295 | -441 | -4.04% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 10,004 | 148 | 0.0% | — | 297 | +10,004 | New | Q1 2026 | Apr 15, 2026 |
| Westshore Wealth, LLC | History | No change | 10,000 | 148 | 0.05% | 0.06% | 296 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Triumph Capital Management | History | No change | 9,242 | 139 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 8,590 | 127 | 0.0% | 0.0% | 299 | +557 | 6.93% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 8,393 | 125 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 8,104 | 120 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | Reduced | 8,009 | 119 | 0.0% | 0.0% | 302 | -5,982 | -42.76% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 7,774 | 115 | 0.0% | — | 303 | +7,774 | New | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,654 | 113 | 0.0% | 0.0% | 304 | +85 | 1.12% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 6,953 | 103 | 0.0% | 0.0% | 305 | +74 | 1.08% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,667 | 99 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIL Ltd | History | Added to | 6,141 | 91 | 0.0% | 0.0% | 307 | +659 | 12.02% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | New | 5,820 | 86 | 0.02% | — | 309 | +5,820 | New | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,921 | 86 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Basepoint Wealth LLC | History | Added to | 5,050 | 75 | 0.04% | 0.05% | 310 | +50 | 1.0% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,923 | 73 | 0.0% | 0.0% | 311 | -1,911 | -27.96% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | No change | 4,873 | 72 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clearstead Trust, LLC | History | Reduced | 4,663 | 69 | 0.01% | 0.01% | 313 | -435 | -8.53% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 4,591 | 68 | 0.0% | 0.0% | 314 | +134 | 3.01% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 4,502 | 67 | 0.0% | 0.0% | 315 | +302 | 7.19% | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,307 | 64 | 0.0% | 0.0% | 316 | +3,246 | 305.94% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | New | 4,141 | 61 | 0.01% | — | 318 | +4,141 | New | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 4,122 | 61 | 0.04% | 0.06% | 317 | -2,635 | -39.0% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,996 | 59 | 0.03% | 0.04% | 319 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 3,630 | 54 | 0.0% | 0.0% | 320 | +1,534 | 73.19% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,550 | 52 | 0.0% | 0.0% | 321 | +1,625 | 84.42% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 3,535 | 52 | 0.0% | 0.0% | 322 | -339 | -8.75% | Q1 2026 | Apr 15, 2026 |
| Caldwell Trust Co | History | No change | 3,452 | 51 | 0.0% | 0.01% | 323 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wealth Science Advisors LLC | History | New | 2,850 | 49 | 0.03% | — | 324 | +2,850 | New | Q1 2026 | Apr 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,179 | 47 | 0.0% | 0.0% | 325 | +1,199 | 60.56% | Q1 2026 | Apr 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,078 | 45 | 0.0% | 0.0% | 326 | +375 | 13.87% | Q1 2026 | May 01, 2026 |
| AlphaQuest LLC | History | No change | 2,546 | 44 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,906 | 43 | 0.0% | 0.0% | 329 | +1,909 | 191.47% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,950 | 43 | 0.0% | 0.0% | 328 | +419 | 16.55% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,783 | 41 | 0.0% | 0.0% | 330 | -92 | -3.2% | Q1 2026 | May 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 2,685 | 39 | 0.02% | 0.03% | 331 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | Reduced | 2,522 | 37 | 0.0% | 0.0% | 332 | -87 | -3.33% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,304 | 34 | 0.0% | 0.0% | 333 | -2,394 | -50.96% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | Added to | 2,205 | 32 | 0.0% | 0.0% | 334 | +1,113 | 101.92% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,811 | 31 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 2,024 | 30 | 0.0% | 0.0% | 336 | -362 | -15.17% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 2,000 | 29 | 0.0% | 0.0% | 337 | -29 | -1.43% | Q1 2026 | Apr 23, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 1,936 | 28 | 0.0% | 0.0% | 338 | +1,369 | 241.45% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 1,810 | 26 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,693 | 25 | 0.0% | 0.01% | 340 | -3,031 | -64.16% | Q1 2026 | Apr 10, 2026 |
| Solstein Capital, LLC | History | No change | 1,500 | 22 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,439 | 21 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 988 | 20 | 0.01% | — | 344 | +988 | New | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,344 | 20 | 0.0% | 0.0% | 343 | -54 | -3.86% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,334 | 19 | 0.0% | 0.0% | 345 | -476 | -26.3% | Q1 2026 | Apr 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,092 | 17 | 0.0% | 0.0% | 346 | +410 | 60.12% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,119 | 16 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,134 | 16 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,059 | 15 | 0.0% | 0.0% | 349 | -568 | -34.91% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,044 | 15 | 0.0% | 0.0% | 352 | +269 | 34.71% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 1,023 | 15 | 0.0% | 0.0% | 351 | +239 | 30.48% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,053 | 15 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Quarry LP | History | New | 999 | 14 | 0.0% | — | 354 | +999 | New | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 942 | 14 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 905 | 13 | 0.0% | 0.0% | 356 | +8 | 0.89% | Q1 2026 | Apr 07, 2026 |
| Fulcrum Asset Management LLP | History | No change | 896 | 13 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 835 | 12 | 0.0% | — | 357 | +835 | New | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 750 | 11 | 0.0% | 0.0% | 358 | +7 | 0.94% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,031 | 10 | 0.0% | 0.0% | 359 | -4,289 | -29.95% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 636 | 9 | 0.0% | 0.0% | 360 | -32 | -4.79% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 587 | 8 | 0.0% | — | 361 | +587 | New | Q1 2026 | May 19, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 505 | 7 | 0.0% | — | 363 | +505 | New | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 500 | 7 | 0.0% | — | 364 | +500 | New | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | No change | 520 | 7 | 0.0% | 0.01% | 362 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 467 | 6 | 0.0% | 0.0% | 365 | +5 | 1.08% | Q1 2026 | May 08, 2026 |
| Navigoe, LLC | History | No change | 422 | 6 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 293 | 5 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JPL Wealth Management, LLC | History | New | 207 | 3 | 0.0% | — | 372 | +207 | New | Q1 2026 | May 08, 2026 |
| Sachetta, LLC | History | Added to | 218 | 3 | 0.0% | 0.0% | 371 | +157 | 257.38% | Q1 2026 | May 01, 2026 |
| Quent Capital, LLC | History | Reduced | 217 | 3 | 0.0% | 0.0% | 370 | -21 | -8.82% | Q1 2026 | Apr 28, 2026 |
| High Note Wealth, LLC | History | Reduced | 249 | 3 | 0.0% | 0.0% | 369 | -15 | -5.68% | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 203 | 3 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 183 | 2 | 0.0% | — | 373 | +153 | 510.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 156 | 2 | 0.0% | — | 374 | +130 | 500.0% | Q1 2026 | May 21, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 376 | -4,170 | -97.66% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 79 | 1 | 0.0% | 0.0% | 377 | -425 | -84.33% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 114 | 1 | 0.0% | 0.0% | 375 | -322 | -73.85% | Q1 2026 | May 14, 2026 |
| Conversant Capital LLC | History | Closed out | 0 | 0 | — | 2.82% | — | -850,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Gillson Capital LP | History | Closed out | 0 | 0 | — | 0.75% | — | -654,300 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -375,331 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -299,811 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.46% | — | -246,633 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.09% | — | -182,706 | -100.0% | Q1 2026 | May 18, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -138,632 | -100.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -85,700 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Dockside LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -61,874 | -100.0% | Q1 2026 | May 08, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -36,509 | -100.0% | Q1 2026 | May 11, 2026 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -25,835 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -23,375 | -100.0% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -20,719 | -100.0% | Q1 2026 | May 14, 2026 |
| High Probability Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,645 | -100.0% | Q1 2026 | Apr 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,071 | -100.0% | Q1 2026 | May 13, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -14,230 | -100.0% | Q1 2026 | May 12, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,052 | -100.0% | Q1 2026 | May 04, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,132 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,095 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,316 | -100.0% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,698 | -100.0% | Q1 2026 | May 08, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,054 | -100.0% | Q1 2026 | May 07, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -825 | -100.0% | Q1 2026 | May 11, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.01% | — | -750 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 60 | 0 | — | 0.0% | — | -716 | -92.27% | Q1 2026 | May 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q1 2026 | Apr 28, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 8 | 0 | — | 0.0% | — | -580 | -98.64% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 54 | 0 | — | 0.0% | — | -65 | -54.62% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 56 | 0 | — | — | — | +45 | 409.09% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kilter Group LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 11, 2026 |
| Silicon Valley Capital Partners | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 19, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | Apr 30, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fortis Group Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | No change | 62 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dunhill Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |