Integer Holdings Corp - ITGR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,305,841 | 466,914 | 0.01% | 0.01% | 1 | +18,873 | 0.36% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,886,150 | 304,790 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,046,966 | 180,133 | 0.01% | — | 3 | +2,046,966 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 1,969,133 | 173,283 | 0.03% | 0.02% | 4 | +699,330 | 55.07% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,539,283 | 135,456 | 0.01% | 0.0% | 5 | +708,167 | 85.21% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,537,287 | 135,281 | 0.0% | — | 6 | +1,537,287 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,484,396 | 130,620 | 0.03% | 0.02% | 7 | +90,277 | 6.48% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 1,398,286 | 123,049 | 0.0% | 0.0% | 8 | +26,519 | 1.93% | Q1 2026 | May 15, 2026 |
| Irenic Capital Management LP | History | No change | 1,263,663 | 111,202 | 7.24% | 6.67% | 9 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,303,384 | 102,224 | 0.03% | 0.03% | 10 | +60,323 | 4.85% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,041,148 | 91,621 | 0.38% | 0.36% | 11 | -23,467 | -2.2% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 1,000,000 | 88,000 | 0.3% | — | 12 | +1,000,000 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 907,076 | 79,822 | 0.01% | 0.01% | 13 | +90,802 | 11.12% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 834,362 | 73,438 | 0.0% | 0.0% | 14 | +1,451 | 0.17% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 819,046 | 72,076 | 0.12% | 0.01% | 15 | +753,081 | 1141.64% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 805,874 | 70,916 | 0.02% | 0.02% | 16 | -1,108 | -0.14% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 751,764 | 66,155 | 0.09% | — | 17 | +751,764 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 717,157 | 63,109 | 0.01% | 0.0% | 18 | +369,447 | 106.25% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 598,526 | 52,670 | 0.05% | 0.05% | 19 | -106,074 | -15.05% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 570,653 | 50,217 | 0.0% | 0.0% | 20 | +134,110 | 30.72% | Q1 2026 | May 15, 2026 |
| COOKE & BIELER LP | History | Reduced | 536,713 | 47,230 | 0.53% | 0.5% | 21 | -76,421 | -12.46% | Q1 2026 | May 04, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 527,943 | 46,460 | 0.41% | 0.36% | 22 | -6,980 | -1.3% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 516,295 | 45,433 | 0.02% | 0.02% | 23 | -160,813 | -23.75% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 463,637 | 40,800 | 0.01% | 0.01% | 24 | +25,673 | 5.86% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 448,361 | 39,455 | 0.1% | 0.03% | 25 | +208,818 | 87.17% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 418,189 | 36,800 | 0.0% | 0.0% | 26 | +18,033 | 4.51% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 400,769 | 35,268 | 0.25% | 0.25% | 27 | -63,148 | -13.61% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 390,984 | 34,407 | 0.04% | 0.0% | 28 | +373,959 | 2196.53% | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 356,679 | 31,388 | 0.01% | 0.01% | 29 | -45,171 | -11.24% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 345,599 | 30,412 | 0.0% | 0.0% | 30 | -92,039 | -21.03% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 335,830 | 29,553 | 0.01% | 0.01% | 31 | -216,525 | -39.2% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 310,865 | 26,834 | 0.01% | 0.01% | 32 | +12,112 | 4.05% | Q1 2026 | May 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 292,601 | 25,748 | 0.09% | 0.1% | 33 | -175,776 | -37.53% | Q1 2026 | May 08, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 287,787 | 25,325 | 0.54% | 0.5% | 34 | -12,675 | -4.22% | Q1 2026 | May 13, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 247,977 | 21,821 | 1.11% | 1.03% | 35 | +5,262 | 2.17% | Q1 2026 | May 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 242,932 | 21,378 | 0.01% | — | 36 | +242,932 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 240,495 | 21,163 | 0.0% | 0.0% | 37 | -27,522 | -10.27% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 239,207 | 21,050 | 0.01% | 0.0% | 38 | +146,003 | 156.65% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 233,649 | 20,561 | 0.0% | 0.0% | 39 | -3,711 | -1.56% | Q1 2026 | May 05, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 222,986 | 19,622 | 0.65% | 0.53% | 40 | -4,297 | -1.89% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 221,000 | 19,448 | 0.01% | 0.01% | 41 | +15,235 | 7.4% | Q1 2026 | May 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 220,574 | 19,410 | 0.03% | 0.03% | 42 | -61,578 | -21.82% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 216,960 | 19,092 | 0.03% | 0.04% | 43 | -126,250 | -36.79% | Q1 2026 | May 15, 2026 |
| Defilade Capital Management, L.P. | History | New | 213,027 | 18,746 | 2.63% | — | 44 | +213,027 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 194,160 | 17,086 | 0.0% | 0.0% | 45 | -7,664 | -3.8% | Q1 2026 | May 04, 2026 |
| SAMLYN CAPITAL, LLC | History | New | 193,185 | 17,000 | 0.29% | — | 46 | +193,185 | New | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 191,829 | 16,880 | 0.06% | 0.05% | 47 | +591 | 0.31% | Q1 2026 | May 14, 2026 |
| Sea Cliff Partners Management, LP | History | Added to | 188,331 | 16,573 | 8.56% | 4.4% | 48 | +55,359 | 41.63% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | New | 175,000 | 15,400 | 0.09% | — | 49 | +175,000 | New | Q1 2026 | May 11, 2026 |
| Nantahala Capital Management, LLC | History | Added to | 172,000 | 15,136 | 0.56% | 0.26% | 50 | +70,000 | 68.63% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 168,780 | 14,373 | 0.0% | 0.0% | 51 | +58,146 | 52.56% | Q1 2026 | May 13, 2026 |
| North Growth Management Ltd. | History | Added to | 159,000 | 14,035 | 2.15% | 1.59% | 52 | +30,000 | 23.26% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 155,121 | 13,650 | 0.0% | 0.0% | 53 | +43,221 | 38.62% | Q1 2026 | May 15, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 152,141 | 13,388 | 1.3% | 1.71% | 54 | -69,450 | -31.34% | Q1 2026 | May 04, 2026 |
| MUFG Securities EMEA plc | History | New | 149,599 | 13,164 | 0.2% | — | 55 | +149,599 | New | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 146,831 | 12,921 | 0.01% | 0.0% | 56 | +49,537 | 50.91% | Q1 2026 | May 15, 2026 |
| PFM Health Sciences, LP | History | Added to | 135,081 | 11,887 | 1.08% | 0.83% | 57 | +28,496 | 26.74% | Q1 2026 | May 15, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 133,891 | 11,782 | 0.05% | 0.03% | 58 | +32,124 | 31.57% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 125,310 | 11,027 | 0.03% | 0.03% | 59 | +3,921 | 3.23% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 113,165 | 9,958 | 0.0% | 0.0% | 60 | -4,388 | -3.73% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 106,720 | 9,391 | 0.0% | 0.0% | 61 | -41,637 | -28.07% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 106,501 | 9,372 | 0.0% | 0.0% | 62 | -62,036 | -36.81% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 105,385 | 9,273 | 0.01% | 0.01% | 63 | +815 | 0.78% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 101,929 | 8,970 | 0.04% | 0.04% | 64 | -29,900 | -22.68% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 98,821 | 8,696 | 0.0% | 0.0% | 65 | +63,729 | 181.61% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 96,067 | 8,453 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 91,899 | 8,087 | 0.01% | 0.0% | 67 | +55,792 | 154.52% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 84,887 | 7,470 | 0.0% | 0.0% | 68 | +2,687 | 3.27% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 83,387 | 7,339 | 0.0% | 0.0% | 69 | +66,999 | 408.83% | Q1 2026 | May 18, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 81,504 | 7,172 | 0.05% | 0.02% | 70 | +39,554 | 94.29% | Q1 2026 | May 07, 2026 |
| Legal & General Group Plc | History | Reduced | 80,930 | 7,121 | 0.0% | 0.0% | 71 | -7,766 | -8.76% | Q1 2026 | May 08, 2026 |
| Banco Santander, S.A. | History | Added to | 78,863 | 6,939 | 0.06% | 0.05% | 72 | +953 | 1.22% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 77,757 | 6,842 | 0.01% | 0.01% | 73 | +37,552 | 93.4% | Q1 2026 | May 15, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 75,150 | 6,613 | 3.95% | 3.36% | 74 | -500 | -0.66% | Q1 2026 | May 05, 2026 |
| Caption Management, LLC | History | New | 70,625 | 6,215 | 0.04% | — | 75 | +70,625 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 69,100 | 6,080 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 67,386 | 5,929 | 0.01% | 0.01% | 77 | -2,502 | -3.58% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 64,635 | 5,687 | 0.02% | 0.02% | 78 | +3,258 | 5.31% | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 63,710 | 5,606 | 0.17% | 0.15% | 79 | -145 | -0.23% | Q1 2026 | May 14, 2026 |
| Ararat Capital Management LP | History | New | 61,468 | 5,409 | 3.05% | — | 80 | +61,468 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 50,762 | 4,467 | 0.01% | 0.0% | 81 | +30,149 | 146.26% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 50,730 | 4,464 | 0.0% | 0.0% | 82 | +22,923 | 82.44% | Q1 2026 | May 08, 2026 |
| 13D Management LLC | History | No change | 47,000 | 4,136 | 6.41% | 4.39% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 45,804 | 4,031 | 0.01% | 0.01% | 84 | -1,047 | -2.23% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 44,239 | 3,893 | 0.01% | 0.0% | 85 | +37,416 | 548.38% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 43,450 | 3,823 | 0.03% | 0.03% | 86 | -15,250 | -25.98% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 40,792 | 3,589 | 0.0% | 0.0% | 87 | +7,356 | 22.0% | Q1 2026 | May 15, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 40,670 | 3,578 | 0.1% | 0.08% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 40,385 | 3,553 | 0.0% | 0.0% | 89 | +5,885 | 17.06% | Q1 2026 | May 15, 2026 |
| Emerald Investment Advisers, LLC | History | New | 37,133 | 3,267 | 0.29% | — | 90 | +37,133 | New | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 36,356 | 3,199 | 0.0% | 0.0% | 92 | -13,318 | -26.81% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 36,349 | 3,199 | 0.0% | 0.0% | 91 | +5,060 | 16.17% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 35,568 | 3,129 | 0.0% | 0.0% | 93 | -945 | -2.59% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 35,000 | 3,080 | 0.02% | 0.02% | 94 | -33,998 | -49.27% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 34,360 | 3,024 | 0.0% | 0.0% | 95 | +2,804 | 8.89% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 33,331 | 2,933 | 0.0% | — | 96 | +33,331 | New | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 32,291 | 2,841 | 0.0% | 0.0% | 97 | -57,905 | -64.2% | Q1 2026 | May 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 30,721 | 2,703 | 0.0% | 0.0% | 98 | -1,151 | -3.61% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 30,675 | 2,699 | 0.0% | 0.0% | 99 | -12,998 | -29.76% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 28,760 | 2,535 | 0.0% | 0.0% | 100 | -869 | -2.93% | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 28,470 | 2,505 | 0.02% | 0.02% | 101 | -214 | -0.75% | Q1 2026 | May 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 27,096 | 2,384 | 0.01% | 0.01% | 102 | -4,740 | -14.89% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 27,077 | 2,382 | 0.03% | 0.02% | 103 | +3,272 | 13.75% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 26,420 | 2,324 | 0.01% | 0.01% | 104 | +7,547 | 39.99% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 26,185 | 2,304 | 0.01% | 0.01% | 105 | +4,177 | 18.98% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 26,226 | 2,237 | 0.0% | 0.0% | 106 | +26,121 | 24877.14% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 24,597 | 2,164 | 0.01% | 0.0% | 107 | +21,710 | 751.99% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 24,090 | 2,119 | 0.0% | 0.01% | 108 | -139,006 | -85.23% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,387 | 2,058 | 0.0% | 0.0% | 109 | -689 | -2.86% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,187 | 2,040 | 0.0% | 0.0% | 110 | +1,211 | 5.51% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,755 | 2,002 | 0.01% | 0.01% | 111 | +1,331 | 6.21% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 23,800 | 1,866 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 20,918 | 1,840 | 0.06% | 0.07% | 113 | -7,702 | -26.91% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 20,857 | 1,835 | 0.01% | 0.01% | 114 | +216 | 1.05% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | Reduced | 19,399 | 1,707 | 0.03% | 0.12% | 115 | -39,014 | -66.79% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 19,300 | 1,697 | 0.02% | 0.02% | 116 | -537 | -2.71% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Added to | 19,217 | 1,691 | 0.01% | 0.01% | 117 | +281 | 1.48% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 19,161 | 1,686 | 0.01% | 0.01% | 118 | -184 | -0.95% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,154 | 1,597 | 0.0% | 0.0% | 119 | +432 | 2.44% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Reduced | 18,112 | 1,594 | 0.11% | 0.19% | 121 | -45,958 | -71.73% | Q1 2026 | May 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 18,122 | 1,594 | 0.02% | 0.02% | 120 | -953 | -5.0% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 17,214 | 1,514 | 0.01% | 0.01% | 122 | -1,401 | -7.53% | Q1 2026 | May 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 16,593 | 1,460 | 0.07% | 0.1% | 123 | -8,919 | -34.96% | Q1 2026 | May 04, 2026 |
| WESBANCO BANK INC | History | No change | 16,318 | 1,435 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 16,256 | 1,430 | 0.09% | 0.1% | 125 | -10,768 | -39.85% | Q1 2026 | May 08, 2026 |
| Boston Partners | History | New | 16,054 | 1,412 | 0.0% | — | 126 | +16,054 | New | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,500 | 1,364 | 0.02% | 0.02% | 127 | -600 | -3.73% | Q1 2026 | Apr 20, 2026 |
| Laurus Global Equity Management Inc. | History | Added to | 15,250 | 1,342 | 1.31% | 0.95% | 128 | +390 | 2.62% | Q1 2026 | Apr 01, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 15,211 | 1,338 | 0.14% | 0.11% | 129 | +378 | 2.55% | Q1 2026 | Apr 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,175 | 1,335 | 0.01% | 0.01% | 130 | -5,056 | -24.99% | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | Added to | 15,037 | 1,323 | 0.0% | 0.0% | 131 | +5,100 | 51.32% | Q1 2026 | Apr 28, 2026 |
| Vanguard Global Advisers, LLC | History | New | 14,411 | 1,268 | 0.0% | — | 132 | +14,411 | New | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 14,349 | 1,262 | 0.0% | 0.0% | 133 | -26,700 | -65.04% | Q1 2026 | May 15, 2026 |
| MAVERICK CAPITAL LTD | History | New | 14,051 | 1,236 | 0.01% | — | 134 | +14,051 | New | Q1 2026 | May 15, 2026 |
| ARGA Investment Management, LP | History | New | 13,739 | 1,209 | 0.04% | — | 135 | +13,739 | New | Q1 2026 | Apr 30, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 13,671 | 1,203 | 0.13% | 0.12% | 136 | +10 | 0.07% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,644 | 1,200 | 0.0% | 0.0% | 137 | +12,989 | 1983.05% | Q1 2026 | May 01, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 13,530 | 1,190 | 0.0% | 0.0% | 138 | +839 | 6.61% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,187 | 1,160 | 0.01% | 0.01% | 139 | -3,341 | -20.21% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 12,900 | 1,135 | 0.0% | 0.0% | 140 | -10,200 | -44.16% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 12,860 | 1,131 | 0.0% | 0.0% | 141 | +4,729 | 58.16% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 12,047 | 1,060 | 0.0% | 0.0% | 143 | -159 | -1.3% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 13,518 | 1,060 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VARCOV Co. | History | New | 11,891 | 1,046 | 0.39% | — | 144 | +11,891 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,361 | 999 | 0.0% | 0.0% | 145 | +3,147 | 38.31% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 10,416 | 916 | 0.0% | 0.0% | 146 | -847 | -7.52% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,067 | 886 | 0.01% | 0.01% | 147 | -95 | -0.93% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,668 | 850 | 0.0% | 0.0% | 148 | -1,511 | -13.52% | Q1 2026 | Apr 27, 2026 |
| Arizona State Retirement System | History | Reduced | 9,626 | 847 | 0.0% | 0.0% | 149 | -68 | -0.7% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 9,572 | 842 | 0.0% | 0.0% | 151 | +1,721 | 21.92% | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 9,578 | 842 | 0.0% | 0.0% | 150 | -422 | -4.22% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,559 | 841 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,521 | 837 | 0.01% | 0.01% | 153 | -122 | -1.27% | Q1 2026 | Apr 24, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 9,620 | 819 | 0.14% | — | 154 | +9,620 | New | Q1 2026 | May 12, 2026 |
| ADAR1 Capital Management, LLC | History | New | 8,750 | 770 | 0.05% | — | 155 | +8,750 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,709 | 767 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,665 | 762 | 0.0% | 0.0% | 157 | -9 | -0.1% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,404 | 739 | 0.0% | — | 158 | +8,404 | New | Q1 2026 | May 08, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 8,354 | 735 | 0.04% | 0.09% | 159 | -15,014 | -64.25% | Q1 2026 | May 15, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 8,342 | 734 | 0.47% | — | 160 | +8,342 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,317 | 731 | 0.0% | 0.0% | 161 | -413 | -4.73% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,966 | 701 | 0.01% | 0.01% | 162 | -28 | -0.35% | Q1 2026 | Apr 29, 2026 |
| ALLSTATE CORP | History | New | 7,869 | 692 | 0.01% | — | 164 | +7,869 | New | Q1 2026 | May 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,872 | 692 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,800 | 686 | 0.0% | 0.0% | 165 | +300 | 4.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,775 | 684 | 0.0% | 0.0% | 166 | -51,869 | -86.96% | Q1 2026 | May 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 8,450 | 662 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,342 | 646 | 0.0% | 0.0% | 168 | +23 | 0.31% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,100 | 624 | 0.0% | 0.0% | 169 | -122,513 | -94.52% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 6,748 | 593 | 0.0% | 0.0% | 170 | +1,654 | 32.47% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,684 | 588 | 0.0% | 0.0% | 171 | -345 | -4.91% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 6,637 | 584 | 0.0% | 0.0% | 172 | -247,673 | -97.39% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | Reduced | 6,617 | 582 | 0.06% | 0.06% | 173 | -304 | -4.39% | Q1 2026 | Apr 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,588 | 579 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,537 | 575 | 0.0% | 0.0% | 175 | -1,639 | -20.05% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,280 | 552 | 0.0% | 0.0% | 176 | -412 | -6.16% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 6,125 | 539 | 0.01% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 5,896 | 518 | 0.0% | — | 178 | +5,896 | New | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 6,474 | 507 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,679 | 499 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,370 | 472 | 0.0% | 0.0% | 181 | -1,339 | -19.96% | Q1 2026 | Apr 24, 2026 |
| Optimize Financial Inc | History | New | 5,274 | 464 | 0.23% | — | 182 | +5,274 | New | Q1 2026 | May 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,120 | 450 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Holocene Advisors, LP | History | Reduced | 4,951 | 435 | 0.0% | 0.01% | 184 | -26,375 | -84.2% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,912 | 432 | 0.0% | 0.0% | 185 | +219 | 4.67% | Q1 2026 | May 08, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 4,879 | 429 | 0.02% | 0.02% | 186 | -129 | -2.58% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,838 | 425 | 0.0% | 0.0% | 187 | +3,121 | 181.77% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,810 | 423 | 0.04% | — | 188 | +4,810 | New | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 4,700 | 413 | 0.0% | 0.01% | 189 | -70,164 | -93.72% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 4,685 | 412 | 0.0% | — | 191 | +4,685 | New | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 4,686 | 412 | 0.0% | 0.0% | 190 | -512 | -9.85% | Q1 2026 | May 15, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 4,645 | 408 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 4,559 | 401 | 0.04% | 0.04% | 193 | -772 | -14.48% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,473 | 393 | 0.01% | 0.01% | 194 | -146 | -3.16% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 4,405 | 387 | 0.01% | 0.01% | 195 | +407 | 10.18% | Q1 2026 | Apr 29, 2026 |
| First National Advisers, LLC | History | Reduced | 4,305 | 378 | 0.06% | 0.06% | 196 | -1,130 | -20.79% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,639 | 363 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 4,061 | 357 | 0.03% | — | 198 | +4,061 | New | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 4,032 | 354 | 0.01% | — | 199 | +4,032 | New | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,010 | 352 | 0.0% | 0.0% | 200 | +5 | 0.12% | Q1 2026 | May 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,934 | 346 | 0.0% | 0.0% | 201 | -704 | -15.18% | Q1 2026 | Apr 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 3,857 | 339 | 0.0% | 0.0% | 202 | +578 | 17.63% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 3,784 | 333 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,675 | 323 | 0.0% | 0.0% | 204 | +36 | 0.99% | Q1 2026 | May 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,627 | 319 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,617 | 318 | 0.0% | 0.0% | 206 | -2,403 | -39.92% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 3,558 | 312 | 0.0% | 0.0% | 207 | -6,819 | -65.71% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 3,445 | 303 | 0.0% | 0.01% | 208 | -2,973 | -46.32% | Q1 2026 | Apr 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 3,411 | 300 | 0.0% | — | 209 | +3,411 | New | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 3,395 | 298 | 0.01% | 0.01% | 210 | +537 | 18.79% | Q1 2026 | Apr 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,265 | 287 | 0.0% | 0.0% | 211 | -92 | -2.74% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 3,261 | 286 | 0.0% | 0.0% | 212 | +529 | 19.36% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | Added to | 3,234 | 284 | 0.06% | 0.05% | 213 | +25 | 0.78% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Added to | 3,227 | 283 | 0.03% | 0.01% | 214 | +1,619 | 100.68% | Q1 2026 | May 13, 2026 |
| Trust Point Inc. | History | Reduced | 3,154 | 277 | 0.02% | 0.03% | 215 | -2,130 | -40.31% | Q1 2026 | Apr 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 3,100 | 272 | 0.0% | 0.0% | 216 | -18,475 | -85.63% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 3,038 | 267 | 0.0% | — | 217 | +3,038 | New | Q1 2026 | Apr 30, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 3,005 | 264 | 0.0% | 0.0% | 218 | -90 | -2.91% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | New | 2,997 | 263 | 0.07% | — | 219 | +2,997 | New | Q1 2026 | May 15, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 3,323 | 260 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,881 | 253 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,809 | 247 | 0.0% | 0.0% | 222 | -20 | -0.71% | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,790 | 245 | 0.0% | 0.0% | 223 | -216 | -7.19% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,765 | 243 | 0.0% | 0.0% | 224 | +201 | 7.84% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 2,750 | 242 | 0.0% | 0.0% | 225 | -366 | -11.75% | Q1 2026 | May 15, 2026 |
| Uncommon Cents Investing LLC | History | Reduced | 2,760 | 242 | 0.06% | 0.05% | 226 | -125 | -4.33% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,681 | 235 | 0.0% | 0.0% | 227 | -618 | -18.73% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 2,660 | 234 | 0.0% | 0.0% | 229 | +266 | 11.11% | Q1 2026 | May 14, 2026 |
| Channing Capital Management, LLC | History | No change | 2,663 | 234 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,529 | 222 | 0.01% | 0.0% | 230 | +1,851 | 273.01% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,508 | 220 | 0.02% | 0.02% | 231 | +7 | 0.28% | Q1 2026 | Apr 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,387 | 210 | 0.0% | 0.0% | 232 | -565 | -19.14% | Q1 2026 | May 08, 2026 |
| Ethic Inc. | History | Reduced | 2,380 | 209 | 0.0% | 0.0% | 233 | -184 | -7.18% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 2,303 | 202 | 0.05% | — | 234 | +2,303 | New | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,213 | 194 | 0.0% | 0.0% | 235 | -2,494 | -52.98% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,013 | 177 | 0.01% | 0.0% | 236 | +879 | 77.51% | Q1 2026 | Apr 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,863 | 163 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 1,927 | 151 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,764 | 150 | 0.01% | 0.0% | 239 | +160 | 9.98% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,475 | 129 | 0.0% | 0.03% | 240 | -11,386 | -88.53% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,349 | 118 | 0.01% | 0.01% | 241 | -28 | -2.03% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 1,033 | 90 | 0.0% | 0.0% | 242 | +16 | 1.57% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 940 | 82 | 0.0% | 0.0% | 243 | -14 | -1.47% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 792 | 70 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 709 | 62 | 0.0% | 0.0% | 245 | +142 | 25.04% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 667 | 58 | 0.0% | 0.0% | 246 | +139 | 26.33% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 649 | 57 | 0.0% | 0.0% | 247 | +32 | 5.19% | Q1 2026 | Apr 20, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 586 | 50 | 0.0% | 0.0% | 248 | +216 | 58.38% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 455 | 40 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 413 | 35 | 0.0% | 0.0% | 252 | -106 | -20.42% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | Added to | 402 | 35 | 0.0% | 0.0% | 250 | +89 | 28.43% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 407 | 35 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 394 | 34 | 0.0% | 0.0% | 253 | -70 | -15.09% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 382 | 33 | 0.0% | 0.0% | 254 | +220 | 135.8% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 360 | 31 | 0.0% | 0.0% | 255 | +117 | 48.15% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 363 | 28 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 318 | 27 | 0.0% | 0.0% | 257 | +98 | 44.55% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 300 | 26 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 282 | 24 | 0.0% | — | 260 | +282 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 315 | 24 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 239 | 21 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 238 | 20 | 0.0% | 0.0% | 262 | +16 | 7.21% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 223 | 19 | 0.0% | 0.0% | 264 | +1 | 0.45% | Q1 2026 | Apr 22, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 220 | 19 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 206 | 18 | 0.0% | 0.0% | 265 | +155 | 303.92% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 215 | 18 | 0.0% | 0.0% | 266 | +9 | 4.37% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 197 | 17 | 0.0% | — | 268 | +197 | New | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 200 | 17 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MCF Advisors LLC | History | New | 187 | 16 | 0.0% | — | 270 | +187 | New | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 187 | 16 | 0.01% | — | 269 | +179 | 2237.5% | Q1 2026 | Apr 02, 2026 |
| Crewe Advisors LLC | History | No change | 176 | 15 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 166 | 14 | 0.0% | 0.0% | 272 | -90 | -35.16% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 148 | 13 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 140 | 12 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 135 | 11 | 0.0% | 0.0% | 276 | -357 | -72.56% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 128 | 11 | 0.0% | 0.0% | 275 | +73 | 132.73% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 127 | 11 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 111 | 9 | 0.0% | — | 278 | +111 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 101 | 8 | 0.0% | — | 280 | +91 | 910.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 97 | 8 | 0.0% | 0.0% | 279 | -8 | -7.62% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Reduced | 74 | 6 | 0.0% | 0.0% | 281 | -10 | -11.9% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 60 | 5 | 0.0% | — | 283 | +52 | 650.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 59 | 5 | 0.0% | 0.0% | 282 | +20 | 51.28% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | New | 47 | 4 | 0.0% | — | 287 | +47 | New | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Roxbury Financial LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Elequin Capital, LP | History | Reduced | 44 | 3 | 0.0% | 0.0% | 289 | -58 | -56.86% | Q1 2026 | May 11, 2026 |
| Sapience Investments, LLC | History | New | 38 | 3 | 0.39% | — | 292 | +38 | New | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 45 | 3 | 0.0% | 0.0% | 291 | -6 | -11.76% | Q1 2026 | Apr 02, 2026 |
| LRI Investments, LLC | History | Added to | 38 | 3 | 0.0% | 0.0% | 290 | +5 | 15.15% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | No change | 43 | 3 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | New | 31 | 2 | 0.0% | — | 296 | +31 | New | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 29 | 2 | 0.0% | — | 294 | +28 | 2800.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 28 | 2 | 0.0% | — | 295 | +28 | New | Q1 2026 | Apr 28, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 25 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | New | 19 | 1 | 0.0% | — | 306 | +19 | New | Q1 2026 | May 11, 2026 |
| Quarry LP | History | New | 19 | 1 | 0.0% | — | 307 | +19 | New | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 298 | -16 | -53.33% | Q1 2026 | Apr 20, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 18 | 1 | 0.0% | — | 301 | +10 | 125.0% | Q1 2026 | Apr 07, 2026 |