ORIX CORP - IX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 5,944,003 | 178,260 | 0.01% | 0.01% | 1 | +429,675 | 7.79% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 5,007,215 | 150,166 | 0.01% | 0.01% | 2 | -110,727 | -2.16% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,893,892 | 86,787 | 0.01% | 0.01% | 3 | +25,662 | 0.89% | Q1 2026 | May 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 1,840,058 | 55,183 | 1.08% | 1.04% | 4 | +12,432 | 0.68% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,309,408 | 39,269 | 0.01% | 0.0% | 5 | +241,232 | 22.58% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,147,000 | 34,398 | 0.27% | 0.25% | 6 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cullen Capital Management, LLC | History | New | 1,080,361 | 32,400 | 0.33% | — | 7 | +1,080,361 | New | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | New | 1,049,544 | 31,475 | 0.03% | — | 8 | +1,049,544 | New | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 962,400 | 28,862 | 0.01% | 0.01% | 9 | +200,350 | 26.29% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 938,967 | 28,159 | 0.0% | 0.0% | 10 | +32,224 | 3.55% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 924,415 | 27,723 | 0.05% | 0.05% | 11 | +129,739 | 16.33% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 770,599 | 23,110 | 0.03% | 0.01% | 12 | +606,655 | 370.04% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 606,300 | 17,746 | 0.01% | 0.0% | 13 | +605,636 | 91210.24% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 511,068 | 15,326 | 0.0% | 0.0% | 14 | +397,352 | 349.42% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 460,013 | 13,795 | 0.0% | 0.0% | 15 | +334,895 | 267.66% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 352,072 | 10,558 | 0.0% | 0.0% | 16 | +67,902 | 23.89% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 335,378 | 10,057 | 0.36% | 0.36% | 17 | +380 | 0.11% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 314,142 | 9,160 | 0.0% | 0.0% | 18 | +155,629 | 98.18% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 291,079 | 8,729 | 0.04% | 0.04% | 19 | +42,969 | 17.32% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 209,552 | 6,284 | 0.0% | 0.0% | 20 | +191,391 | 1053.86% | Q1 2026 | May 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 203,157 | 6,092 | 0.92% | 0.92% | 21 | +3,808 | 1.91% | Q1 2026 | Apr 08, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 175,172 | 5,253 | 0.34% | 0.31% | 22 | -1,223 | -0.69% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 172,045 | 5,159 | 0.0% | 0.0% | 23 | +39,938 | 30.23% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 167,463 | 5,022 | 0.0% | — | 24 | +167,463 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 165,800 | 4,972 | 0.01% | 0.01% | 25 | +12,532 | 8.18% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 163,340 | 4,898 | 0.02% | — | 27 | +163,340 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 163,340 | 4,898 | 0.17% | 0.14% | 26 | +22,938 | 16.34% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 160,542 | 4,814 | 0.05% | — | 28 | +160,542 | New | Q1 2026 | Apr 23, 2026 |
| SEI INVESTMENTS CO | History | Added to | 159,528 | 4,785 | 0.0% | 0.0% | 29 | +17,330 | 12.19% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | New | 157,454 | 4,722 | 0.07% | — | 30 | +157,454 | New | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 154,477 | 4,632 | 0.0% | 0.0% | 31 | +26,052 | 20.29% | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 153,303 | 4,597 | 0.05% | 0.04% | 32 | +28,594 | 22.93% | Q1 2026 | Apr 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 144,236 | 4,325 | 0.06% | 0.05% | 33 | +23,752 | 19.71% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 140,756 | 4,221 | 0.0% | 0.0% | 34 | +100,278 | 247.73% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 134,695 | 4,039 | 0.04% | 0.05% | 35 | -46,666 | -25.73% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 123,362 | 3,699 | 0.01% | 0.01% | 36 | +1,228 | 1.01% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 122,992 | 3,688 | 0.01% | 0.0% | 37 | +15,885 | 14.83% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 114,400 | 3,430 | 0.01% | 0.0% | 38 | +49,200 | 75.46% | Q1 2026 | May 14, 2026 |
| Henry James International Management Inc. | History | Reduced | 111,455 | 3,342 | 1.21% | 1.85% | 39 | -89,330 | -44.49% | Q1 2026 | Apr 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 109,600 | 3,286 | 0.01% | — | 40 | +109,600 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 104,097 | 3,121 | 0.05% | 0.04% | 41 | +25,410 | 32.29% | Q1 2026 | Apr 20, 2026 |
| Callan Family Office, LLC | History | Added to | 104,038 | 3,120 | 0.07% | 0.06% | 42 | +1,335 | 1.3% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 97,086 | 2,911 | 0.0% | 0.0% | 43 | +81,689 | 530.55% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 96,541 | 2,895 | 0.02% | 0.01% | 44 | +42,316 | 78.04% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 93,267 | 2,831 | 0.21% | 0.2% | 45 | +5 | 0.01% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 88,450 | 2,652 | 0.0% | 0.0% | 46 | +47,544 | 116.23% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 76,907 | 2,304 | 0.0% | 0.0% | 47 | +6,686 | 9.52% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 76,496 | 2,294 | 0.0% | 0.0% | 48 | +15,588 | 25.59% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 74,274 | 2,227 | 0.05% | 0.04% | 49 | +1,389 | 1.91% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 73,134 | 2,193 | 0.07% | 0.06% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 70,441 | 2,112 | 0.0% | 0.0% | 51 | +36,334 | 106.53% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 66,574 | 1,996 | 0.0% | 0.0% | 52 | +11,619 | 21.14% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 66,472 | 1,993 | 0.0% | 0.0% | 53 | +39,708 | 148.36% | Q1 2026 | May 05, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 66,400 | 1,991 | 0.47% | 0.45% | 54 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 66,374 | 1,990 | 0.01% | 0.0% | 55 | +45,273 | 214.55% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 65,982 | 1,978 | 0.0% | 0.0% | 56 | +33,526 | 103.3% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 68,896 | 1,970 | 0.01% | 0.01% | 57 | +6,916 | 11.16% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 66,989 | 1,957 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DGS Capital Management, LLC | History | Added to | 64,937 | 1,947 | 0.32% | 0.28% | 59 | +9,712 | 17.59% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 63,767 | 1,912 | 0.0% | 0.0% | 60 | +6,707 | 11.75% | Q1 2026 | May 05, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 63,234 | 1,896 | 0.49% | 0.48% | 61 | -87 | -0.14% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 57,631 | 1,728 | 0.0% | 0.01% | 62 | -13,862 | -19.39% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 57,193 | 1,715 | 0.0% | 0.0% | 63 | -24,443 | -29.94% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 56,906 | 1,706 | 0.03% | 0.02% | 64 | +6,434 | 12.75% | Q1 2026 | May 15, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 52,285 | 1,568 | 0.11% | 0.17% | 65 | -32,531 | -38.35% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 51,355 | 1,540 | 0.01% | 0.0% | 66 | +5,012 | 10.82% | Q1 2026 | May 14, 2026 |
| Ativo Capital Management LLC | History | Reduced | 51,149 | 1,533 | 1.33% | 1.31% | 67 | -9 | -0.02% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 49,211 | 1,475 | 0.0% | 0.0% | 68 | +9,802 | 24.87% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 48,218 | 1,446 | 0.0% | 0.0% | 69 | +42,935 | 812.7% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 46,661 | 1,399 | 0.0% | 0.0% | 70 | +2,601 | 5.9% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 44,409 | 1,331 | 0.0% | 0.0% | 71 | +36,864 | 488.59% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 42,611 | 1,245 | 0.0% | 0.0% | 72 | +7,497 | 21.35% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 37,647 | 1,129 | 0.0% | 0.0% | 73 | +2,368 | 6.71% | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | No change | 37,375 | 1,120 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 35,724 | 1,071 | 0.0% | 0.0% | 75 | -70 | -0.2% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 34,583 | 1,050 | 0.0% | 0.0% | 76 | +5,417 | 18.57% | Q1 2026 | May 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 34,001 | 1,019 | 0.06% | 0.04% | 77 | +10,465 | 44.46% | Q1 2026 | Apr 21, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 32,828 | 984 | 0.16% | 0.12% | 78 | +6,635 | 25.33% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 32,788 | 983 | 0.0% | 0.0% | 79 | +10,848 | 49.44% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 32,557 | 976 | 0.0% | 0.0% | 80 | +1 | 0.0% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 32,450 | 973 | 0.0% | 0.0% | 81 | +938 | 2.98% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Added to | 32,241 | 966 | 0.02% | 0.02% | 82 | +4,264 | 15.24% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | No change | 32,135 | 963 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 30,840 | 924 | 0.0% | — | 84 | +30,840 | New | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 29,743 | 905 | 0.0% | 0.0% | 85 | +1,629 | 5.79% | Q1 2026 | May 05, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 29,705 | 890 | 0.05% | 0.05% | 86 | +3,386 | 12.87% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 28,840 | 865 | 0.01% | 0.0% | 87 | +10,442 | 56.76% | Q1 2026 | Apr 07, 2026 |
| SYON CAPITAL LLC | History | Reduced | 28,589 | 857 | 0.04% | 0.04% | 88 | -1,206 | -4.05% | Q1 2026 | May 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 27,960 | 838 | 0.01% | — | 89 | +27,960 | New | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 27,615 | 828 | 0.0% | 0.0% | 90 | +12,931 | 88.06% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 27,303 | 818 | 0.0% | — | 91 | +27,303 | New | Q1 2026 | May 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 26,817 | 804 | 0.01% | 0.01% | 92 | +66 | 0.25% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 26,595 | 797 | 0.01% | — | 93 | +26,595 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 26,025 | 780 | 0.01% | 0.0% | 94 | +18,677 | 254.18% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 26,007 | 779 | 0.0% | 0.0% | 95 | +18,936 | 267.8% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 25,987 | 779 | 0.0% | 0.0% | 96 | +657 | 2.59% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Added to | 25,858 | 775 | 0.01% | 0.01% | 97 | +1,206 | 4.89% | Q1 2026 | May 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 25,190 | 755 | 0.25% | 0.27% | 99 | -3,720 | -12.87% | Q1 2026 | Apr 22, 2026 |
| Plan A Wealth LLC | History | Added to | 25,200 | 755 | 0.36% | 0.35% | 98 | +882 | 3.63% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Added to | 24,824 | 744 | 0.3% | 0.3% | 101 | +1,216 | 5.15% | Q1 2026 | Apr 29, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 24,810 | 744 | 0.03% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HRT FINANCIAL LP | History | New | 24,438 | 732 | 0.0% | — | 102 | +24,438 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 23,337 | 699 | 0.0% | — | 103 | +23,337 | New | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 23,233 | 696 | 0.0% | 0.0% | 104 | +6,036 | 35.1% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 23,160 | 694 | 0.02% | 0.02% | 105 | +4,404 | 23.48% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 22,999 | 689 | 0.02% | 0.02% | 106 | +2,216 | 10.66% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 21,300 | 638 | 0.0% | 0.0% | 107 | +9,121 | 74.89% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 21,133 | 633 | 0.0% | — | 109 | +21,133 | New | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 21,136 | 633 | 0.06% | 0.06% | 108 | +3,749 | 21.56% | Q1 2026 | Apr 06, 2026 |
| Brooklyn Investment Group | History | Added to | 20,559 | 616 | 0.02% | 0.02% | 110 | +9,185 | 80.75% | Q1 2026 | Apr 29, 2026 |
| Curi Capital, LLC | History | Reduced | 20,422 | 612 | 0.01% | 0.03% | 111 | -41,390 | -66.96% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 20,275 | 608 | 0.03% | 0.03% | 112 | +928 | 4.8% | Q1 2026 | Apr 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 19,943 | 598 | 0.0% | — | 114 | +19,943 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,485 | 598 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 19,761 | 592 | 0.0% | 0.0% | 115 | +1,551 | 8.52% | Q1 2026 | May 26, 2026 |
| SG Trading Solutions, LLC | History | No change | 19,731 | 577 | 0.13% | 0.13% | 116 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 19,215 | 576 | 0.0% | — | 117 | +19,215 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,063 | 571 | 0.0% | 0.0% | 118 | +10,536 | 123.56% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 19,000 | 569 | 0.01% | 0.01% | 119 | +2,506 | 15.19% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | New | 18,814 | 564 | 0.01% | — | 120 | +18,814 | New | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 18,477 | 554 | 0.0% | 0.0% | 121 | +3,221 | 21.11% | Q1 2026 | May 04, 2026 |
| Ethic Inc. | History | Added to | 17,951 | 538 | 0.01% | 0.01% | 122 | +3,220 | 21.86% | Q1 2026 | Apr 27, 2026 |
| Aquatic Capital Management LLC | History | Added to | 17,610 | 528 | 0.02% | 0.0% | 123 | +16,007 | 998.57% | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | Added to | 16,815 | 504 | 0.5% | 0.38% | 124 | +3,816 | 29.36% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 16,747 | 502 | 0.0% | 0.0% | 125 | +2,378 | 16.55% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 16,609 | 498 | 0.01% | 0.01% | 126 | -136 | -0.81% | Q1 2026 | Apr 07, 2026 |
| Naviter Wealth, LLC | History | Added to | 16,248 | 487 | 0.06% | 0.06% | 127 | +1,371 | 9.22% | Q1 2026 | Apr 10, 2026 |
| Marks Group Wealth Management, Inc | History | New | 16,124 | 483 | 0.05% | — | 128 | +16,124 | New | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,093 | 482 | 0.0% | 0.0% | 129 | +29 | 0.18% | Q1 2026 | May 13, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 16,135 | 471 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 15,295 | 458 | 0.01% | 0.01% | 131 | +1,912 | 14.29% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,949 | 448 | 0.0% | 0.0% | 132 | +1,786 | 13.57% | Q1 2026 | Apr 27, 2026 |
| First Affirmative Financial Network | History | New | 14,417 | 432 | 0.17% | — | 133 | +14,417 | New | Q1 2026 | May 11, 2026 |
| Hardy Reed LLC | History | Reduced | 14,335 | 429 | 0.03% | 0.03% | 134 | -46 | -0.32% | Q1 2026 | Apr 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 14,149 | 424 | 0.01% | — | 135 | +14,149 | New | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 13,476 | 404 | 0.0% | 0.0% | 136 | -541 | -3.86% | Q1 2026 | May 06, 2026 |
| Optas, LLC | History | Reduced | 12,831 | 384 | 0.06% | 0.06% | 137 | -63 | -0.49% | Q1 2026 | Apr 24, 2026 |
| PDS Planning, Inc | History | Reduced | 12,794 | 383 | 0.03% | 0.03% | 138 | -82 | -0.64% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,329 | 369 | 0.0% | 0.0% | 139 | +838 | 7.29% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 12,297 | 368 | 0.01% | 0.0% | 140 | +4,324 | 54.23% | Q1 2026 | May 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 12,225 | 366 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 11,820 | 354 | 0.02% | 0.02% | 142 | -778 | -6.18% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,476 | 344 | 0.0% | 0.0% | 143 | +5,928 | 106.85% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 11,448 | 343 | 0.0% | — | 145 | +11,448 | New | Q1 2026 | Apr 22, 2026 |
| Abel Hall, LLC | History | Added to | 11,447 | 343 | 0.07% | 0.06% | 144 | +2,341 | 25.71% | Q1 2026 | Apr 28, 2026 |
| Net Worth Advisory Group | History | Reduced | 11,081 | 332 | 0.07% | 0.07% | 146 | -55 | -0.49% | Q1 2026 | May 05, 2026 |
| Ascent Group, LLC | History | Added to | 11,014 | 330 | 0.01% | 0.01% | 147 | +432 | 4.08% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | New | 10,724 | 321 | 0.0% | — | 148 | +10,724 | New | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 10,601 | 317 | 0.03% | 0.03% | 149 | +347 | 3.38% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 10,420 | 312 | 0.0% | 0.0% | 150 | +3,155 | 43.43% | Q1 2026 | May 01, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 10,700 | 312 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,272 | 308 | 0.01% | 0.0% | 152 | +1,040 | 11.27% | Q1 2026 | Jun 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 9,938 | 298 | 0.02% | 0.01% | 153 | +423 | 4.45% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 9,980 | 291 | 0.01% | 0.01% | 154 | +758 | 8.22% | Q1 2026 | May 15, 2026 |
| PALLADIEM, LLC | History | No change | 8,957 | 277 | 0.26% | 0.25% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 9,227 | 276 | 0.03% | 0.0% | 156 | +8,259 | 853.2% | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | New | 9,081 | 272 | 0.0% | — | 157 | +9,081 | New | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,061 | 271 | 0.0% | 0.0% | 158 | +457 | 5.31% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 8,860 | 265 | 0.01% | 0.01% | 159 | +2,159 | 32.22% | Q1 2026 | Apr 06, 2026 |
| Mattson Financial Services, LLC | History | New | 8,827 | 264 | 0.06% | — | 160 | +8,827 | New | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 8,555 | 256 | 0.0% | — | 161 | +8,555 | New | Q1 2026 | Apr 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 8,457 | 253 | 0.01% | 0.01% | 162 | +1,428 | 20.32% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 8,386 | 251 | 0.0% | — | 163 | +8,386 | New | Q1 2026 | May 15, 2026 |
| Brown Financial Advisors | History | New | 8,322 | 249 | 0.09% | — | 164 | +8,322 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | New | 8,213 | 246 | 0.0% | — | 165 | +8,213 | New | Q1 2026 | May 13, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 8,089 | 242 | 0.03% | 0.03% | 166 | +788 | 10.79% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,932 | 238 | 0.0% | — | 168 | +7,932 | New | Q1 2026 | Apr 08, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 7,957 | 238 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 7,922 | 237 | 0.0% | — | 169 | +7,922 | New | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 7,805 | 234 | 0.04% | 0.04% | 170 | -66 | -0.84% | Q1 2026 | Apr 28, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 7,786 | 233 | 0.02% | — | 171 | +7,786 | New | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 7,765 | 232 | 0.0% | — | 172 | +7,765 | New | Q1 2026 | May 08, 2026 |
| Frec Markets, Inc. | History | New | 7,219 | 216 | 0.04% | — | 174 | +7,219 | New | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | New | 5,714 | 216 | 0.01% | — | 173 | +5,714 | New | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | New | 7,139 | 214 | 0.03% | — | 175 | +7,139 | New | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 7,029 | 210 | 0.0% | 0.0% | 176 | -217 | -2.99% | Q1 2026 | May 14, 2026 |
| EWA, LLC | History | No change | 6,984 | 209 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,758 | 202 | 0.0% | — | 178 | +6,758 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,409 | 162 | 0.0% | 0.0% | 179 | +2,113 | 64.11% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 4,944 | 148 | 0.0% | 0.0% | 180 | +4,857 | 5582.76% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,919 | 147 | 0.0% | 0.01% | 181 | +120 | 2.5% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,061 | 121 | 0.0% | 0.0% | 182 | +442 | 12.21% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,603 | 109 | 0.0% | 0.0% | 183 | +391 | 12.17% | Q1 2026 | Apr 07, 2026 |
| Cromwell Holdings LLC | History | No change | 3,050 | 91 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | New | 2,720 | 81 | 0.0% | — | 185 | +2,720 | New | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | New | 2,294 | 68 | 0.0% | — | 186 | +2,294 | New | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,105 | 63 | 0.01% | 0.0% | 187 | +1,361 | 182.93% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | No change | 1,823 | 54 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,763 | 52 | 0.0% | 0.0% | 189 | +269 | 18.01% | Q1 2026 | May 08, 2026 |
| Brentview Investment Management LLC | History | No change | 1,760 | 52 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 1,683 | 50 | 0.0% | 0.0% | 191 | +650 | 62.92% | Q1 2026 | May 14, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 1,617 | 48 | 0.01% | 0.0% | 192 | +468 | 40.73% | Q1 2026 | Apr 27, 2026 |
| Addison Advisors LLC | History | No change | 1,537 | 46 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,545 | 46 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,490 | 45 | 0.04% | — | 195 | +1,490 | New | Q1 2026 | Apr 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,382 | 41 | 0.0% | 0.0% | 196 | +1,307 | 1742.67% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,304 | 39 | 0.01% | — | 197 | +1,304 | New | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,222 | 36 | 0.0% | 0.0% | 198 | -180 | -12.84% | Q1 2026 | Apr 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,200 | 35 | 0.01% | — | 199 | +1,200 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 1,066 | 31 | 0.0% | 0.0% | 200 | +341 | 47.03% | Q1 2026 | May 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 965 | 28 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 905 | 27 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Manchester Capital Management LLC | History | No change | 790 | 23 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 735 | 22 | 0.0% | 0.0% | 205 | +345 | 88.46% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 740 | 22 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 714 | 21 | 0.0% | 0.0% | 206 | -1,334 | -65.14% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 694 | 20 | 0.0% | — | 208 | +694 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 694 | 20 | 0.0% | 0.0% | 207 | +277 | 66.43% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 654 | 19 | 0.0% | 0.0% | 209 | +159 | 32.12% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Added to | 611 | 18 | 0.0% | 0.0% | 210 | +95 | 18.41% | Q1 2026 | Apr 13, 2026 |
| BAYBAN | History | No change | 590 | 17 | 0.01% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | No change | 544 | 16 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | New | 502 | 15 | 0.0% | — | 215 | +502 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 513 | 15 | 0.0% | 0.0% | 213 | +373 | 266.43% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 475 | 15 | 0.0% | 0.0% | 214 | -55 | -10.38% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 475 | 14 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Management Professionals, Inc. | History | No change | 483 | 14 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 495 | 14 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 500 | 14 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 456 | 13 | 0.0% | 0.0% | 220 | +221 | 94.04% | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 402 | 12 | 0.0% | 0.0% | 221 | -450 | -52.82% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 403 | 12 | 0.0% | — | 223 | +403 | New | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 413 | 12 | 0.0% | 0.0% | 222 | +145 | 54.1% | Q1 2026 | Apr 30, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 400 | 11 | 0.0% | — | 224 | +400 | New | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | New | 372 | 11 | 0.0% | — | 225 | +372 | New | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 344 | 10 | 0.0% | 0.0% | 226 | +84 | 32.31% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 328 | 9 | 0.0% | — | 229 | +328 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 328 | 9 | 0.0% | — | 230 | +328 | New | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 320 | 9 | 0.0% | — | 231 | +320 | New | Q1 2026 | Apr 30, 2026 |
| GW&K Investment Management, LLC | History | Added to | 300 | 9 | 0.0% | 0.0% | 227 | +35 | 13.21% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 320 | 9 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Root Financial Partners, LLC | History | Reduced | 300 | 8 | 0.0% | 0.0% | 234 | -42 | -12.28% | Q1 2026 | Apr 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 290 | 8 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SHP Wealth Management | History | No change | 278 | 8 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 245 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 245 | 7 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 237 | 7 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dogwood Wealth Management LLC | History | New | 205 | 6 | 0.0% | — | 240 | +205 | New | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 216 | 6 | 0.0% | 0.0% | 238 | +135 | 166.67% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | Added to | 205 | 6 | 0.0% | 0.0% | 239 | +44 | 27.33% | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 199 | 5 | 0.0% | 0.0% | 241 | +40 | 25.16% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 175 | 5 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | No change | 168 | 5 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| American Capital Advisory, LLC | History | Added to | 145 | 4 | 0.0% | — | 246 | +125 | 625.0% | Q1 2026 | Apr 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 160 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 135 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RMG Wealth Management LLC | History | New | 103 | 3 | 0.0% | — | 252 | +103 | New | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 125 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | No change | 109 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 115 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 116 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Arlington Trust Co LLC | History | New | 97 | 2 | 0.0% | — | 260 | +97 | New | Q1 2026 | Apr 08, 2026 |
| JPL Wealth Management, LLC | History | New | 80 | 2 | 0.0% | — | 261 | +80 | New | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 77 | 2 | 0.0% | — | 259 | +77 | New | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 93 | 2 | 0.0% | — | 253 | +68 | 272.0% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 85 | 2 | 0.0% | 0.0% | 255 | -8 | -8.6% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 76 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Independence Bank of Kentucky | History | No change | 70 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 70 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Nemes Rush Group LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Burk Holdings LLC | History | New | 57 | 1 | 0.0% | — | 273 | +57 | New | Q1 2026 | May 07, 2026 |
| Retirement Wealth Solutions LLC | History | New | 47 | 1 | 0.0% | — | 272 | +47 | New | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | Reduced | 50 | 1 | 0.0% | 0.0% | 265 | -45 | -47.37% | Q1 2026 | Apr 06, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 43 | 1 | 0.0% | — | 271 | +43 | New | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | New | 35 | 1 | 0.0% | — | 270 | +35 | New | Q1 2026 | Apr 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 48 | 1 | 0.0% | — | 263 | +27 | 128.57% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 57 | 1 | 0.0% | 0.0% | 268 | +15 | 35.71% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | Added to | 52 | 1 | 0.0% | 0.0% | 269 | +10 | 23.81% | Q1 2026 | May 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -66,186 | -100.0% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -65,395 | -100.0% | Q1 2026 | May 04, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -42,163 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.03% | — | -20,036 | -100.0% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,886 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,734 | -100.0% | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,033 | -100.0% | Q1 2026 | May 12, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,964 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,198 | -100.0% | Q1 2026 | Apr 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -685 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q1 2026 | May 06, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -65 | -82.28% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WPG Advisers, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 29, 2026 |
| Triumph Capital Management | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |