Jefferies Financial Group Inc. - JEF
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 | 14,734,593 | 913,102 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 17,555,715 | 724,524 | 0.01% | 0.02% | 2 | +1,204,043 | 7.36% | Q1 2026 | May 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 9,247,081 | 381,627 | 7.73% | 10.14% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 7,824,536 | 322,918 | 0.02% | — | 4 | +7,824,536 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,714,897 | 277,123 | 0.01% | — | 5 | +6,714,897 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 3,791,527 | 234,960 | 0.08% | 0.11% | 6 | -1,785,207 | -32.01% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,282,691 | 215,745 | 0.1% | 0.11% | 7 | +1,870,390 | 54.81% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 4,951,027 | 204,328 | 0.67% | 0.36% | 8 | +3,195,970 | 182.1% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 4,892,744 | 201,923 | 0.01% | 0.01% | 9 | +131,024 | 2.75% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | History | No change | 4,654,362 | 192,085 | 8.86% | 11.89% | 10 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NORGES BANK | History | No change | 2,349,258 | 145,583 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,046,972 | 125,779 | 0.01% | 0.01% | 12 | +104,418 | 3.55% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,962,595 | 122,266 | 0.07% | 0.04% | 13 | +1,654,025 | 126.4% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 2,825,053 | 116,589 | 0.09% | 0.02% | 14 | +2,593,516 | 1120.13% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,813,224 | 116,101 | 0.01% | 0.01% | 15 | +288,555 | 11.43% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,666,097 | 110,015 | 0.02% | 0.03% | 16 | +58,585 | 2.25% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,617,204 | 108,012 | 0.04% | 0.01% | 17 | +2,407,542 | 1148.3% | Q1 2026 | May 15, 2026 |
| First Pacific Advisors, LP | History | Added to | 2,586,501 | 106,744 | 1.5% | 2.11% | 18 | +6,218 | 0.24% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 2,180,025 | 89,969 | 0.02% | 0.03% | 19 | +395,807 | 22.18% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,905,751 | 75,544 | 0.0% | 0.01% | 20 | -54,076 | -2.76% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,552,866 | 64,086 | 0.01% | 0.01% | 21 | +506,966 | 48.47% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Added to | 1,530,228 | 63,152 | 0.19% | 0.1% | 22 | +933,700 | 156.52% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,452,078 | 59,927 | 0.01% | 0.01% | 23 | +34,906 | 2.46% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,404,248 | 57,953 | 0.01% | 0.02% | 24 | -24,183 | -1.69% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,378,955 | 56,909 | 0.01% | 0.02% | 25 | -943,518 | -40.63% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,376,672 | 56,815 | 0.01% | 0.0% | 26 | +1,063,272 | 339.27% | Q1 2026 | May 12, 2026 |
| Freestone Grove Partners LP | History | Added to | 1,309,996 | 54,063 | 0.38% | 0.43% | 27 | +350,708 | 36.56% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,230,029 | 50,763 | 0.01% | 0.01% | 28 | +56,469 | 4.81% | Q1 2026 | May 15, 2026 |
| BECK MACK & OLIVER LLC | History | Reduced | 1,223,102 | 50,477 | 1.04% | 1.39% | 29 | -9,195 | -0.75% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,119,167 | 46,188 | 0.01% | 0.01% | 30 | -642,721 | -36.48% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 1,094,164 | 45,156 | 0.07% | 0.01% | 31 | +963,917 | 740.07% | Q1 2026 | Apr 20, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 1,024,695 | 42,289 | 0.18% | 0.24% | 32 | +7,841 | 0.77% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 1,024,371 | 42,275 | 0.11% | 0.03% | 33 | +895,856 | 697.08% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 1,018,993 | 42,053 | 0.01% | 0.02% | 34 | +86,636 | 9.29% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,017,831 | 42,005 | 0.5% | 0.65% | 35 | +93,216 | 10.08% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,015,452 | 41,907 | 0.01% | — | 36 | +1,015,452 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,006,361 | 41,532 | 0.05% | 0.01% | 37 | +897,692 | 826.08% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 944,248 | 38,969 | 0.05% | 0.02% | 38 | +648,580 | 219.36% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 908,092 | 37,476 | 0.01% | 0.01% | 39 | -163,725 | -15.28% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 860,887 | 35,528 | 0.03% | 0.06% | 40 | -121,511 | -12.37% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 860,062 | 35,494 | 0.0% | 0.0% | 41 | -700,230 | -44.88% | Q1 2026 | May 15, 2026 |
| Moerus Capital Management LLC | History | Added to | 777,068 | 32,069 | 11.84% | 16.29% | 42 | +167,347 | 27.45% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 775,985 | 32,024 | 0.0% | 0.01% | 43 | -947,158 | -54.97% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 756,059 | 31,202 | 0.9% | 1.19% | 44 | +98,159 | 14.92% | Q1 2026 | May 08, 2026 |
| IMC-Chicago, LLC | History | Added to | 696,563 | 28,747 | 0.01% | 0.01% | 45 | +309,324 | 79.88% | Q1 2026 | May 05, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | History | Added to | 680,171 | 28,070 | 0.82% | 0.82% | 46 | +227,684 | 50.32% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 644,593 | 26,602 | 0.01% | 0.02% | 47 | -309,698 | -32.45% | Q1 2026 | May 06, 2026 |
| Perpetual Ltd | History | New | 627,141 | 25,882 | 0.4% | — | 48 | +627,141 | New | Q1 2026 | Apr 14, 2026 |
| Man Group plc | History | Added to | 620,349 | 25,601 | 0.05% | 0.02% | 49 | +453,764 | 272.39% | Q1 2026 | May 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 614,323 | 25,353 | 3.74% | 5.33% | 50 | +35,560 | 6.14% | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 610,921 | 25,212 | 0.05% | 0.1% | 51 | -280,479 | -31.46% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 568,584 | 23,465 | 0.03% | 0.03% | 52 | +141,219 | 33.04% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 564,665 | 23,303 | 0.02% | 0.04% | 53 | -113,885 | -16.78% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 94,150 | 22,271 | 0.01% | 0.0% | 54 | +57,925 | 159.9% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 520,401 | 21,476 | 0.03% | 0.02% | 55 | +281,701 | 118.01% | Q1 2026 | May 15, 2026 |
| Hosking Partners LLP | History | Added to | 515,654 | 21,281 | 0.76% | 1.02% | 56 | +29,322 | 6.03% | Q1 2026 | Apr 21, 2026 |
| Private Capital Management, LLC | History | Added to | 514,469 | 21,232 | 2.11% | 2.38% | 57 | +95,040 | 22.66% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 482,273 | 19,885 | 0.02% | 0.03% | 58 | -18,692 | -3.73% | Q1 2026 | May 08, 2026 |
| Retirement Systems of Alabama | History | Added to | 474,787 | 19,594 | 0.07% | 0.09% | 59 | +4,657 | 0.99% | Q1 2026 | Apr 24, 2026 |
| GoodHaven Capital Management, LLC | History | Added to | 444,837 | 18,358 | 6.4% | 8.88% | 60 | +2,350 | 0.53% | Q1 2026 | May 12, 2026 |
| BERKSHIRE HATHAWAY INC | History | No change | 433,558 | 17,892 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 431,126 | 17,792 | 0.02% | 0.02% | 62 | +6,791 | 1.6% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Added to | 405,100 | 16,718 | 0.22% | 0.12% | 63 | +245,900 | 154.46% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 403,741 | 16,662 | 0.0% | 0.01% | 64 | -7,434 | -1.81% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 399,260 | 16,477 | 0.0% | 0.0% | 65 | +49,302 | 14.09% | Q1 2026 | May 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 398,000 | 16,425 | 0.14% | 0.21% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 386,860 | 15,965 | 0.03% | 0.1% | 67 | -581,691 | -60.06% | Q1 2026 | May 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 385,967 | 15,928 | 0.07% | 0.08% | 68 | -97,275 | -20.13% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 255,400 | 15,827 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 369,710 | 15,257 | 0.01% | 0.01% | 70 | +6,360 | 1.75% | Q1 2026 | May 04, 2026 |
| VALUEWORKS LLC | History | Added to | 368,019 | 15,188 | 4.14% | 4.1% | 71 | +116,760 | 46.47% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 363,424 | 14,998 | 0.06% | — | 72 | +363,424 | New | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 363,197 | 14,989 | 0.03% | 0.03% | 73 | +129,198 | 55.21% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 348,277 | 14,373 | 0.0% | 0.0% | 74 | +12,810 | 3.82% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 340,985 | 14,072 | 0.02% | 0.03% | 75 | -8,798 | -2.52% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 330,431 | 13,636 | 0.02% | 0.03% | 76 | +47,497 | 16.79% | Q1 2026 | May 15, 2026 |
| ROBOTTI ROBERT | History | Reduced | 327,969 | 13,535 | 2.11% | 3.66% | 77 | -965 | -0.29% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 318,842 | 13,154 | 0.02% | 0.04% | 78 | -29,491 | -8.47% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 306,200 | 12,636 | 0.01% | 0.01% | 79 | +1,200 | 0.39% | Q1 2026 | May 07, 2026 |
| Gradient Investments LLC | History | Added to | 301,441 | 12,440 | 0.19% | 0.29% | 80 | +9,661 | 3.31% | Q1 2026 | Apr 13, 2026 |
| Caption Management, LLC | History | New | 300,000 | 12,381 | 0.07% | — | 81 | +300,000 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 284,051 | 11,722 | 0.08% | 0.02% | 82 | +205,284 | 260.62% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 278,426 | 11,490 | 0.05% | 0.02% | 83 | +198,860 | 249.93% | Q1 2026 | May 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 266,363 | 10,992 | 0.01% | 0.01% | 84 | -16,530 | -5.84% | Q1 2026 | May 06, 2026 |
| Prana Capital Management, LP | History | Added to | 258,581 | 10,671 | 0.32% | 0.21% | 85 | +165,410 | 177.53% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 258,350 | 10,662 | 0.02% | 0.05% | 86 | -120,771 | -31.86% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 250,671 | 10,345 | 0.16% | 0.18% | 87 | +69,001 | 37.98% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 248,846 | 10,269 | 0.02% | 0.03% | 88 | -12,399 | -4.75% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 247,895 | 10,230 | 0.02% | 0.01% | 89 | +174,673 | 238.55% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 236,283 | 9,744 | 0.01% | 0.01% | 90 | +97,551 | 70.32% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 235,322 | 9,711 | 0.0% | 0.0% | 91 | +80,272 | 51.77% | Q1 2026 | May 15, 2026 |
| Rock Point Advisors, LLC | History | Added to | 235,132 | 9,703 | 2.63% | 2.8% | 92 | +54,760 | 30.36% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 233,651 | 9,642 | 0.0% | 0.0% | 93 | -24,707 | -9.56% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 220,252 | 9,089 | 0.01% | 0.02% | 94 | +34,461 | 18.55% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 219,695 | 9,066 | 0.02% | 0.02% | 95 | +49,398 | 29.01% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 210,419 | 8,684 | 0.04% | 0.04% | 96 | -5,343 | -2.48% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | New | 207,450 | 8,561 | 0.01% | — | 97 | +207,450 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 201,223 | 8,303 | 0.01% | 0.01% | 98 | +52,259 | 35.08% | Q1 2026 | May 13, 2026 |
| Merrion Investment Management Co, LLC | History | Reduced | 198,695 | 8,200 | 4.41% | 6.67% | 99 | -1,000 | -0.5% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Added to | 194,138 | 8,012 | 0.01% | 0.01% | 100 | +11,636 | 6.38% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 189,896 | 7,837 | 0.02% | 0.03% | 101 | -3,743 | -1.93% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 182,140 | 7,517 | 0.02% | 0.02% | 102 | +8,827 | 5.09% | Q1 2026 | Apr 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 179,421 | 7,404 | 0.01% | 0.01% | 103 | +32,750 | 22.33% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 177,049 | 7,306 | 0.01% | 0.03% | 104 | -428,268 | -70.75% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 172,670 | 7,126 | 0.04% | 0.06% | 105 | -3,935 | -2.23% | Q1 2026 | Apr 30, 2026 |
| Engineers Gate Manager LP | History | Added to | 170,288 | 7,027 | 0.09% | 0.03% | 106 | +130,028 | 322.97% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 166,373 | 6,866 | 0.01% | 0.01% | 107 | +73,847 | 79.81% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 161,541 | 6,666 | 0.08% | 0.18% | 108 | -44,889 | -21.75% | Q1 2026 | Apr 23, 2026 |
| MetLife Investment Management, LLC | History | Added to | 161,340 | 6,658 | 0.03% | 0.05% | 109 | +383 | 0.24% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 155,157 | 6,403 | 0.01% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 149,378 | 6,165 | 0.0% | 0.0% | 111 | +15,001 | 11.16% | Q1 2026 | May 15, 2026 |
| Chou Associates Management Inc. | History | Added to | 149,237 | 6,159 | 2.93% | 0.34% | 112 | +138,250 | 1258.31% | Q1 2026 | May 14, 2026 |
| LEE DANNER & BASS INC | History | Added to | 148,811 | 6,141 | 0.39% | 0.37% | 113 | +65,000 | 77.56% | Q1 2026 | Apr 28, 2026 |
| Waterfront Wealth Inc. | History | Added to | 146,608 | 6,050 | 1.11% | 1.75% | 114 | +452 | 0.31% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 143,663 | 5,928 | 0.0% | 0.0% | 115 | +56,402 | 64.64% | Q1 2026 | May 12, 2026 |
| Lafayette Investments, Inc. | History | Added to | 137,608 | 5,679 | 1.15% | 1.61% | 116 | +23 | 0.02% | Q1 2026 | Apr 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 132,943 | 5,486 | 0.05% | 0.07% | 117 | +680 | 0.51% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 132,457 | 5,466 | 0.0% | 0.0% | 118 | -63,871 | -32.53% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 128,118 | 5,287 | 0.0% | 0.0% | 119 | +107 | 0.08% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 125,965 | 5,198 | 0.0% | 0.01% | 120 | -199,127 | -61.25% | Q1 2026 | May 06, 2026 |
| Entropy Technologies, LP | History | Added to | 124,782 | 5,149 | 0.24% | 0.09% | 122 | +97,664 | 360.14% | Q1 2026 | May 14, 2026 |
| ACR Alpine Capital Research, LLC | History | Added to | 124,770 | 5,149 | 0.08% | 0.09% | 121 | +29,012 | 30.3% | Q1 2026 | Apr 30, 2026 |
| PEAK6 LLC | History | Reduced | 123,977 | 5,116 | 0.01% | 0.02% | 123 | -73,352 | -37.17% | Q1 2026 | May 13, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 122,632 | 5,061 | 1.07% | 1.56% | 124 | -363 | -0.3% | Q1 2026 | Apr 21, 2026 |
| GABELLI FUNDS LLC | History | No change | 122,210 | 5,043 | 0.03% | 0.05% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 120,326 | 4,969 | 0.0% | 0.0% | 126 | +108,242 | 895.75% | Q1 2026 | Apr 30, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 120,292 | 4,964 | 0.0% | — | 127 | +120,292 | New | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 119,913 | 4,948 | 0.0% | 0.01% | 128 | -2,471 | -2.02% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 118,246 | 4,880 | 0.01% | 0.02% | 129 | +9,507 | 8.74% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 111,261 | 4,591 | 0.0% | — | 130 | +111,261 | New | Q1 2026 | May 08, 2026 |
| 1492 Capital Management LLC | History | Added to | 107,773 | 4,447 | 1.69% | 2.25% | 131 | +12,802 | 13.48% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 107,042 | 4,417 | 0.0% | 0.0% | 132 | +33,042 | 44.65% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 105,000 | 4,333 | 0.01% | 0.01% | 133 | +60,000 | 133.33% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 104,399 | 4,308 | 0.01% | — | 134 | +104,399 | New | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Reduced | 102,613 | 4,234 | 0.0% | 0.01% | 135 | -16,134 | -13.59% | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | Added to | 100,279 | 4,138 | 0.12% | 0.0% | 136 | +98,625 | 5962.82% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 100,000 | 4,127 | 0.2% | 0.28% | 137 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| American Assets Investment Management, LLC | History | No change | 100,000 | 4,127 | 0.28% | 0.43% | 138 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 98,966 | 4,084 | 0.0% | 0.0% | 139 | +26,328 | 36.25% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 115,526 | 3,976 | 0.01% | 0.01% | 140 | -32,368 | -21.89% | Q1 2026 | Apr 08, 2026 |
| Oak Thistle LLC | History | New | 96,252 | 3,972 | 0.39% | — | 141 | +96,252 | New | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | Reduced | 96,091 | 3,965 | 0.0% | 0.0% | 142 | -78,542 | -44.98% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 95,286 | 3,937 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | Added to | 95,294 | 3,933 | 0.01% | 0.01% | 144 | +349 | 0.37% | Q1 2026 | May 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 93,264 | 3,849 | 0.07% | 0.05% | 145 | +54,753 | 142.17% | Q1 2026 | Apr 27, 2026 |
| Ervin Investment Management, LLC | History | Added to | 90,308 | 3,727 | 2.18% | 3.02% | 146 | +3,204 | 3.68% | Q1 2026 | Apr 08, 2026 |
| Baader Bank Aktiengesellschaft | History | Added to | 90,294 | 3,722 | 0.29% | 0.15% | 147 | +55,257 | 157.71% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 89,403 | 3,689 | 0.0% | 0.01% | 148 | +12,676 | 16.52% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 59,057 | 3,659 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 88,585 | 3,656 | 0.23% | — | 150 | +88,585 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 88,060 | 3,634 | 0.14% | 0.19% | 151 | -2,286 | -2.53% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 87,853 | 3,625 | 0.02% | 0.03% | 152 | +2,603 | 3.05% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 86,405 | 3,565 | 0.03% | 0.05% | 153 | -8,644 | -9.09% | Q1 2026 | May 14, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 85,677 | 3,535 | 0.02% | 0.17% | 154 | -535,234 | -86.2% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 85,500 | 3,528 | 0.01% | 0.01% | 155 | -7,304 | -7.87% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 56,173 | 3,481 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 83,140 | 3,431 | 0.01% | — | 157 | +83,140 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 82,219 | 3,393 | 0.06% | 0.04% | 158 | +60,349 | 275.94% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 80,948 | 3,340 | 0.0% | 0.02% | 159 | -617,544 | -88.41% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 78,786 | 3,251 | 0.0% | — | 160 | +78,786 | New | Q1 2026 | May 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 78,141 | 3,224 | 0.01% | 0.01% | 161 | +11,270 | 16.85% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Added to | 74,885 | 3,091 | 0.02% | 0.03% | 162 | +1,505 | 2.05% | Q1 2026 | May 08, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Added to | 72,500 | 2,992 | 0.83% | 0.16% | 163 | +62,800 | 647.42% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 72,287 | 2,983 | 0.0% | — | 164 | +72,287 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 71,409 | 2,947 | 0.0% | 0.0% | 165 | -2,752 | -3.71% | Q1 2026 | May 08, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 71,260 | 2,940 | 0.1% | — | 166 | +71,260 | New | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 69,655 | 2,874 | 0.01% | 0.01% | 167 | -2,898 | -3.99% | Q1 2026 | Apr 30, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 68,885 | 2,842 | 0.04% | 0.05% | 168 | +19,030 | 38.17% | Q1 2026 | May 12, 2026 |
| CAPITAL COUNSEL LLC/NY | History | New | 68,723 | 2,836 | 0.12% | — | 169 | +68,723 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 68,037 | 2,807 | 0.0% | 0.01% | 170 | -2,800 | -3.95% | Q1 2026 | May 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 67,014 | 2,766 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 65,548 | 2,705 | 0.01% | 0.01% | 172 | +1,398 | 2.18% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 65,103 | 2,686 | 0.02% | 0.03% | 173 | +649 | 1.01% | Q1 2026 | Apr 29, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 64,000 | 2,641 | 0.04% | 0.08% | 174 | -18,700 | -22.61% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 63,367 | 2,615 | 0.03% | 0.04% | 175 | -5,312 | -7.73% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 63,388 | 2,603 | 0.0% | 0.0% | 176 | +10,828 | 20.6% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Added to | 62,647 | 2,585 | 0.02% | 0.02% | 177 | +20,984 | 50.37% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 62,418 | 2,575 | 0.03% | — | 178 | +62,418 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 61,714 | 2,546 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | New | 60,500 | 2,496 | 0.26% | — | 180 | +60,500 | New | Q1 2026 | May 15, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 60,038 | 2,477 | 0.3% | 0.26% | 181 | +26,385 | 78.4% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 59,784 | 2,466 | 0.0% | 0.0% | 182 | -76,085 | -56.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 59,400 | 2,451 | 0.0% | 0.0% | 183 | +52,600 | 773.53% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 59,165 | 2,441 | 0.01% | 0.01% | 184 | +10,893 | 22.57% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 37,750 | 2,339 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 55,779 | 2,302 | 0.0% | 0.0% | 186 | +14,412 | 34.84% | Q1 2026 | May 01, 2026 |
| AlphaQuest LLC | History | No change | 36,813 | 2,281 | 0.13% | 0.13% | 187 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 53,115 | 2,192 | 0.0% | 0.0% | 188 | +50,529 | 1953.94% | Q1 2026 | May 01, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 52,828 | 2,180 | 0.49% | 0.81% | 189 | +655 | 1.26% | Q1 2026 | May 11, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 52,322 | 2,159 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 51,800 | 2,137 | 0.01% | 0.06% | 191 | -101,200 | -66.14% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 50,535 | 2,085 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 50,388 | 2,079 | 0.02% | 0.04% | 193 | -2,764 | -5.2% | Q1 2026 | Apr 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 50,046 | 2,065 | 0.01% | 0.0% | 194 | +36,266 | 263.18% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 48,297 | 1,993 | 0.01% | 0.01% | 195 | +2,212 | 4.8% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 48,267 | 1,991 | 0.0% | 0.0% | 196 | -9,725 | -16.77% | Q1 2026 | May 12, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 47,900 | 1,976 | 0.03% | 0.05% | 197 | +2,200 | 4.81% | Q1 2026 | Apr 20, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 47,808 | 1,973 | 0.0% | 0.0% | 198 | +19,718 | 70.2% | Q1 2026 | May 12, 2026 |
| Amundi | History | Reduced | 47,683 | 1,967 | 0.0% | 0.0% | 199 | -61,161 | -56.19% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 47,103 | 1,944 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 46,625 | 1,924 | 0.16% | 0.23% | 201 | -46 | -0.1% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 46,617 | 1,923 | 0.06% | 0.09% | 202 | +218 | 0.47% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 45,370 | 1,872 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | New | 44,985 | 1,856 | 0.24% | — | 204 | +44,985 | New | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 43,750 | 1,805 | 0.04% | 0.06% | 205 | +656 | 1.52% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 43,642 | 1,801 | 0.03% | 0.05% | 206 | +138 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Havemeyer Place LP | History | Added to | 43,288 | 1,786 | 0.21% | 0.09% | 207 | +35,865 | 483.16% | Q1 2026 | May 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 42,756 | 1,764 | 0.04% | 0.04% | 208 | +10,932 | 34.35% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 42,504 | 1,754 | 0.01% | 0.01% | 209 | -710 | -1.64% | Q1 2026 | May 01, 2026 |
| Crawford Fund Management, LLC | History | Added to | 42,000 | 1,733 | 0.33% | 0.26% | 210 | +10,300 | 32.49% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 41,430 | 1,709 | 0.01% | 0.01% | 211 | +134 | 0.32% | Q1 2026 | May 01, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 39,816 | 1,643 | 0.01% | 0.01% | 212 | +800 | 2.05% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,713 | 1,638 | 0.0% | 0.0% | 213 | +2,709 | 7.32% | Q1 2026 | May 05, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 39,437 | 1,627 | 0.45% | 0.62% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 39,071 | 1,611 | 0.0% | 0.0% | 215 | -5,512 | -12.36% | Q1 2026 | May 15, 2026 |
| Alessandra Capital Management, LLC | History | Reduced | 38,123 | 1,573 | 1.34% | 3.58% | 216 | -26,837 | -41.31% | Q1 2026 | Apr 30, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 37,892 | 1,563 | 0.0% | — | 217 | +37,892 | New | Q1 2026 | May 08, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | No change | 37,074 | 1,530 | 0.57% | 0.88% | 218 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 37,044 | 1,528 | 0.02% | 0.03% | 219 | +122 | 0.33% | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | Added to | 36,550 | 1,508 | 0.06% | 0.08% | 220 | +6,150 | 20.23% | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | Added to | 36,498 | 1,506 | 0.01% | 0.0% | 221 | +32,481 | 808.59% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 36,172 | 1,492 | 0.01% | 0.02% | 222 | -42,143 | -53.81% | Q1 2026 | May 15, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 36,012 | 1,486 | 0.57% | 0.86% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 35,848 | 1,479 | 0.01% | 0.01% | 224 | +12,000 | 50.32% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Added to | 35,411 | 1,461 | 0.43% | 0.33% | 225 | +21,770 | 159.59% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 30,000 | 1,428 | 0.0% | 0.02% | 226 | -115,900 | -79.44% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | New | 34,600 | 1,427 | 0.03% | — | 227 | +34,600 | New | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 34,400 | 1,419 | 0.01% | 0.01% | 228 | +1,300 | 3.93% | Q1 2026 | Apr 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 33,891 | 1,398 | 0.02% | 0.03% | 229 | +1,104 | 3.37% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 33,328 | 1,375 | 0.0% | 0.0% | 230 | -25,825 | -43.66% | Q1 2026 | May 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 33,119 | 1,367 | 0.04% | 0.06% | 231 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Centiva Capital, LP | History | New | 32,642 | 1,347 | 0.01% | — | 232 | +32,642 | New | Q1 2026 | May 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 32,353 | 1,335 | 0.31% | 0.39% | 233 | +5,603 | 20.95% | Q1 2026 | Apr 20, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 32,329 | 1,334 | 0.01% | 0.06% | 234 | -53,179 | -62.19% | Q1 2026 | May 15, 2026 |
| Intrinsic Value Partners, LLC | History | Added to | 31,781 | 1,311 | 1.01% | 1.34% | 235 | +2,910 | 10.08% | Q1 2026 | Apr 28, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 29,064 | 1,199 | 0.02% | 0.03% | 236 | -4,000 | -12.1% | Q1 2026 | May 22, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 28,900 | 1,192 | 0.18% | 0.26% | 237 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Endure Capital Management, LLC | History | New | 28,828 | 1,189 | 0.82% | — | 238 | +28,828 | New | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | New | 28,767 | 1,187 | 0.04% | — | 239 | +28,767 | New | Q1 2026 | May 15, 2026 |
| Vinva Investment Management Ltd | History | New | 19,971 | 1,154 | 0.01% | — | 240 | +19,971 | New | Q1 2026 | May 13, 2026 |
| Citadel Investment Advisory, Inc. | History | No change | 18,480 | 1,145 | 0.55% | 0.49% | 241 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,274 | 1,125 | 0.0% | 0.0% | 242 | -22,134 | -44.8% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 26,856 | 1,107 | 0.01% | 0.01% | 243 | +9,780 | 57.27% | Q1 2026 | May 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 26,703 | 1,102 | 0.04% | 0.02% | 244 | +18,603 | 229.67% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 26,477 | 1,092 | 0.04% | 0.1% | 245 | -20,004 | -43.04% | Q1 2026 | May 13, 2026 |
| Numerai GP LLC | History | New | 26,047 | 1,074 | 0.11% | — | 246 | +26,047 | New | Q1 2026 | May 15, 2026 |
| Round Hill Asset Management | History | New | 25,908 | 1,069 | 0.7% | — | 247 | +25,908 | New | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 25,315 | 1,062 | 0.02% | 0.01% | 248 | +19,787 | 357.94% | Q1 2026 | Apr 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 25,685 | 1,060 | 0.01% | 0.02% | 249 | -592 | -2.25% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 25,667 | 1,059 | 0.0% | 0.0% | 250 | -2,915 | -10.2% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | Added to | 25,633 | 1,057 | 0.01% | 0.01% | 251 | +5,706 | 28.63% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 24,918 | 1,037 | 0.0% | 0.01% | 252 | -3,124 | -11.14% | Q1 2026 | May 11, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 25,000 | 1,031 | 0.1% | 0.14% | 253 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 24,959 | 1,030 | 0.0% | 0.0% | 254 | +2,314 | 10.22% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 24,929 | 1,028 | 0.0% | 0.01% | 255 | -4 | -0.02% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | New | 24,753 | 1,021 | 0.0% | — | 256 | +24,753 | New | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | New | 24,391 | 1,006 | 0.02% | — | 257 | +24,391 | New | Q1 2026 | Apr 16, 2026 |
| Mattson Financial Services, LLC | History | Added to | 24,225 | 999 | 0.24% | 0.35% | 258 | +75 | 0.31% | Q1 2026 | May 11, 2026 |
| XPONANCE LLC | History | Added to | 24,109 | 994 | 0.01% | 0.01% | 259 | +4,079 | 20.36% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,389 | 924 | 0.01% | 0.01% | 260 | +13,541 | 153.04% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 22,348 | 922 | 0.01% | 0.01% | 261 | -1,657 | -6.9% | Q1 2026 | Apr 07, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 14,832 | 919 | 1.39% | 1.39% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 21,915 | 904 | 0.07% | 0.1% | 263 | -2 | -0.01% | Q1 2026 | Apr 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 21,829 | 900 | 0.0% | 0.0% | 264 | -4,970 | -18.55% | Q1 2026 | May 14, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 21,734 | 896 | 0.13% | — | 265 | +21,734 | New | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Reduced | 21,515 | 887 | 0.01% | 0.02% | 266 | -596 | -2.7% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 21,381 | 882 | 0.0% | 0.0% | 267 | -98 | -0.46% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 20,832 | 859 | 0.0% | — | 268 | +20,832 | New | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 20,552 | 848 | 0.0% | 0.02% | 269 | -290,867 | -93.4% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,515 | 846 | 0.0% | 0.0% | 270 | -20,630 | -50.14% | Q1 2026 | Apr 27, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 20,462 | 844 | 0.01% | — | 271 | +20,462 | New | Q1 2026 | May 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 20,096 | 837 | 0.03% | 0.04% | 272 | -7,182 | -26.33% | Q1 2026 | Apr 08, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 20,270 | 836 | 0.01% | 0.01% | 273 | +5,476 | 37.02% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 20,168 | 832 | 0.0% | 0.01% | 274 | -7,030 | -25.85% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 20,125 | 830 | 0.01% | 0.01% | 275 | -2,326 | -10.36% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 19,997 | 825 | 0.0% | 0.0% | 276 | +1,219 | 6.49% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 19,878 | 820 | 0.03% | 0.04% | 277 | +42 | 0.21% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 19,540 | 806 | 0.06% | 1.19% | 278 | -260,269 | -93.02% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 19,421 | 801 | 0.01% | 0.02% | 279 | -352 | -1.78% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 18,957 | 782 | 0.03% | 0.44% | 280 | -154,639 | -89.08% | Q1 2026 | Apr 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 18,863 | 778 | 0.0% | — | 281 | +18,863 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 18,301 | 755 | 0.0% | 0.0% | 282 | +1,062 | 6.16% | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 18,179 | 750 | 0.01% | 0.02% | 283 | -4,230 | -18.88% | Q1 2026 | May 12, 2026 |
| nVerses Capital, LLC | History | New | 18,158 | 749 | 0.68% | — | 284 | +18,158 | New | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 17,596 | 726 | 0.02% | 0.03% | 285 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,040 | 703 | 0.01% | 0.01% | 286 | +568 | 3.45% | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | New | 16,625 | 686 | 0.0% | — | 287 | +16,625 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 16,522 | 681 | 0.01% | 0.03% | 288 | -8,096 | -32.89% | Q1 2026 | May 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 16,493 | 680 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ALLSTATE CORP | History | New | 15,896 | 656 | 0.01% | — | 290 | +15,896 | New | Q1 2026 | May 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 10,499 | 650 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 13,455 | 632 | 0.01% | 0.01% | 293 | +5,421 | 67.48% | Q1 2026 | May 04, 2026 |
| Jefferies Financial Group Inc. | History | No change | 15,333 | 632 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OSSIAM | History | New | 15,259 | 629 | 0.01% | — | 294 | +15,259 | New | Q1 2026 | May 14, 2026 |
| Harbor Advisors LLC | History | No change | 15,000 | 619 | 0.09% | 0.14% | 295 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bull Harbor Capital LLC | History | New | 14,911 | 615 | 0.16% | — | 296 | +14,911 | New | Q1 2026 | May 18, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 14,807 | 611 | 0.0% | 0.04% | 297 | -2,100,509 | -99.3% | Q1 2026 | May 05, 2026 |
| EQUITABLE TRUST CO | History | Added to | 14,710 | 607 | 0.03% | 0.03% | 298 | +4,345 | 41.92% | Q1 2026 | Apr 30, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | Added to | 16,786 | 601 | 0.01% | 0.01% | 299 | +830 | 5.2% | Q1 2026 | May 05, 2026 |
| Centennial Bank/AR/ | History | No change | 14,534 | 599 | 0.21% | 0.36% | 300 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 14,411 | 594 | 0.07% | 0.1% | 301 | +44 | 0.31% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 14,332 | 591 | 0.02% | 0.03% | 302 | -1,882 | -11.61% | Q1 2026 | May 13, 2026 |
| Laurion Capital Management LP | History | No change | 14,180 | 585 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 14,094 | 581 | 0.01% | 0.02% | 304 | +84 | 0.6% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Reduced | 13,990 | 577 | 0.01% | 0.02% | 305 | -2,627 | -15.81% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | New | 13,756 | 567 | 0.06% | — | 306 | +13,756 | New | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 13,577 | 560 | 0.0% | 0.0% | 307 | -15,501 | -53.31% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 13,101 | 540 | 0.0% | 0.0% | 308 | -40 | -0.3% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 13,006 | 536 | 0.0% | 0.01% | 309 | -4 | -0.03% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,896 | 532 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 12,543 | 518 | 0.0% | 0.74% | 311 | -7,140,295 | -99.82% | Q1 2026 | May 05, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 12,188 | 502 | 0.02% | 0.03% | 312 | +162 | 1.35% | Q1 2026 | May 01, 2026 |
| Evercore Wealth Management, LLC | History | No change | 11,963 | 493 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 11,942 | 492 | 0.0% | 0.0% | 314 | +316 | 2.72% | Q1 2026 | May 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 11,843 | 488 | 0.01% | 0.05% | 315 | -16,765 | -58.6% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,767 | 485 | 0.0% | 0.0% | 316 | +1,689 | 16.76% | Q1 2026 | Apr 27, 2026 |
| DRW Securities, LLC | History | Added to | 11,651 | 480 | 0.01% | 0.01% | 317 | +8,351 | 253.06% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 11,638 | 480 | 0.01% | 0.01% | 318 | +5 | 0.04% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11,503 | 474 | 0.02% | 0.01% | 319 | +9,208 | 401.22% | Q1 2026 | May 07, 2026 |
| CONNABLE OFFICE INC | History | No change | 11,200 | 462 | 0.05% | 0.06% | 320 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,152 | 460 | 0.0% | 0.0% | 321 | -112,872 | -91.01% | Q1 2026 | May 04, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,112 | 458 | 0.01% | 0.01% | 322 | -391 | -3.4% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,936 | 451 | 0.0% | 0.0% | 323 | +721 | 7.06% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 10,233 | 448 | 0.0% | 0.0% | 324 | +3,496 | 51.89% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,709 | 441 | 0.0% | 0.0% | 325 | +2,199 | 25.84% | Q1 2026 | May 15, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 10,685 | 440 | 0.0% | 0.04% | 326 | -55,996 | -83.98% | Q1 2026 | Apr 13, 2026 |
| Tidal Investments LLC | History | Reduced | 10,443 | 430 | 0.0% | 0.0% | 327 | -1,417 | -11.95% | Q1 2026 | May 15, 2026 |
| Sylvest Advisors, LLC | History | Added to | 10,356 | 427 | 0.23% | 0.3% | 328 | +1,176 | 12.81% | Q1 2026 | Apr 22, 2026 |
| KWMG, LLC | History | Reduced | 10,178 | 420 | 0.04% | 0.06% | 329 | -1,061 | -9.44% | Q1 2026 | Apr 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 10,054 | 414 | 0.01% | 0.01% | 331 | +3,672 | 57.54% | Q1 2026 | May 11, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 10,051 | 414 | 0.0% | 0.0% | 330 | +2,764 | 37.93% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 10,000 | 412 | 0.02% | 0.07% | 332 | -10,000 | -50.0% | Q1 2026 | Apr 15, 2026 |
| Shay Capital LLC | History | Added to | 10,000 | 412 | 0.03% | 0.06% | 333 | +1,000 | 11.11% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 9,755 | 402 | 0.01% | 0.02% | 334 | +2,168 | 28.58% | Q1 2026 | Apr 29, 2026 |
| Brown Financial Advisors | History | Added to | 9,723 | 401 | 0.15% | 0.22% | 335 | +16 | 0.16% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,716 | 400 | 0.0% | 0.0% | 336 | -10,450 | -51.82% | Q1 2026 | May 04, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 6,465 | 400 | 0.13% | 0.13% | 337 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,654 | 398 | 0.0% | 0.0% | 338 | +234 | 2.48% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,610 | 397 | 0.0% | 0.01% | 339 | -4,548 | -32.12% | Q1 2026 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 9,462 | 390 | 0.05% | 0.07% | 340 | +30 | 0.32% | Q1 2026 | May 05, 2026 |
| ALLIANZ SE | History | New | 9,194 | 379 | 0.0% | — | 341 | +9,194 | New | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 6,084 | 377 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 8,990 | 371 | 0.0% | 0.01% | 343 | -5,833 | -39.35% | Q1 2026 | May 08, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 8,947 | 369 | 0.02% | 0.02% | 344 | +568 | 6.78% | Q1 2026 | May 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 8,881 | 366 | 0.0% | 0.01% | 345 | -7,297 | -45.1% | Q1 2026 | Apr 21, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 8,835 | 364 | 0.0% | — | 346 | +8,835 | New | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 8,667 | 357 | 0.01% | — | 348 | +8,667 | New | Q1 2026 | May 19, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 8,652 | 357 | 0.07% | 0.11% | 347 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| M&T BANK CORP | History | Reduced | 8,579 | 354 | 0.0% | 0.0% | 349 | -2,251 | -20.78% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 8,361 | 345 | 0.0% | 0.01% | 350 | -1,096 | -11.59% | Q1 2026 | May 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 8,308 | 342 | 0.0% | 0.0% | 351 | +3,190 | 62.33% | Q1 2026 | Apr 30, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,158 | 336 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Leonteq Securities AG | History | Added to | 8,141 | 335 | 0.01% | 0.0% | 353 | +5,710 | 234.88% | Q1 2026 | Apr 27, 2026 |
| Utah Retirement Systems | History | Reduced | 8,093 | 333 | 0.0% | 0.01% | 354 | -17,174 | -67.97% | Q1 2026 | May 15, 2026 |
| Arnhold LLC | History | No change | 8,000 | 330 | 0.02% | 0.04% | 355 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 7,991 | 329 | 0.0% | 0.0% | 356 | +7,546 | 1695.73% | Q1 2026 | May 15, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 7,947 | 327 | 0.12% | 0.17% | 357 | -40 | -0.5% | Q1 2026 | Apr 30, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 7,864 | 326 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 7,733 | 319 | 0.03% | 0.03% | 359 | +2,915 | 60.5% | Q1 2026 | May 06, 2026 |
| Carnegie Investment Counsel | History | Reduced | 7,701 | 317 | 0.01% | 0.01% | 360 | -1,556 | -16.81% | Q1 2026 | May 01, 2026 |
| Baker Avenue Asset Management, LP | History | New | 7,662 | 316 | 0.01% | — | 361 | +7,662 | New | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | New | 7,656 | 315 | 0.0% | — | 362 | +7,656 | New | Q1 2026 | May 13, 2026 |
| Alteri Wealth LLC | History | Added to | 7,576 | 312 | 0.1% | 0.15% | 363 | +8 | 0.11% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | No change | 7,546 | 311 | 0.03% | 0.04% | 364 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Frec Markets, Inc. | History | New | 7,515 | 310 | 0.05% | — | 366 | +7,515 | New | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 7,521 | 310 | 0.01% | 0.02% | 365 | -79 | -1.04% | Q1 2026 | May 13, 2026 |
| Boston Trust Walden Corp | History | No change | 7,500 | 309 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DnB Asset Management AS | History | New | 7,419 | 306 | 0.0% | — | 368 | +7,419 | New | Q1 2026 | May 14, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 7,335 | 302 | 0.18% | 0.3% | 369 | -425 | -5.48% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 7,284 | 300 | 0.0% | — | 370 | +7,284 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 7,284 | 300 | 0.01% | — | 371 | +7,284 | New | Q1 2026 | May 04, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 7,231 | 298 | 0.02% | 0.02% | 372 | +1,650 | 29.56% | Q1 2026 | May 11, 2026 |
| Stokes Family Office, LLC | History | New | 7,171 | 295 | 0.03% | — | 373 | +7,171 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,061 | 291 | 0.0% | 0.01% | 374 | +1,186 | 20.19% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Added to | 6,932 | 286 | 0.03% | 0.05% | 375 | +62 | 0.9% | Q1 2026 | Apr 07, 2026 |
| Farringdon Capital, Ltd. | History | New | 6,919 | 285 | 0.06% | — | 376 | +6,919 | New | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | New | 6,833 | 281 | 0.0% | — | 377 | +6,833 | New | Q1 2026 | May 15, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 6,797 | 280 | 0.12% | 0.61% | 379 | -16,281 | -70.55% | Q1 2026 | Apr 28, 2026 |
| R Squared Ltd | History | Added to | 6,799 | 280 | 0.15% | 0.16% | 378 | +1,372 | 25.28% | Q1 2026 | Apr 29, 2026 |
| Bridgefront Capital, LLC | History | Added to | 6,737 | 278 | 0.07% | 0.09% | 380 | +667 | 10.99% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | No change | 6,649 | 274 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Added to | 6,632 | 273 | 0.0% | 0.0% | 382 | +14 | 0.21% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,589 | 272 | 0.0% | 0.0% | 383 | +958 | 17.01% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,545 | 270 | 0.0% | 0.0% | 384 | +438 | 7.17% | Q1 2026 | Apr 30, 2026 |
| BFSG, LLC | History | Added to | 6,525 | 269 | 0.03% | 0.03% | 385 | +975 | 17.57% | Q1 2026 | Apr 28, 2026 |
| Vident Advisory, LLC | History | Reduced | 6,528 | 269 | 0.0% | 0.0% | 386 | -116 | -1.75% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,024 | 263 | 0.01% | 0.04% | 387 | -11,571 | -69.73% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 6,350 | 262 | 0.01% | — | 388 | +6,350 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 6,308 | 260 | 0.0% | 0.0% | 390 | +1,179 | 22.99% | Q1 2026 | May 14, 2026 |
| Maple Capital Management, Inc. | History | No change | 6,316 | 260 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Delta Investment Management, LLC | History | Added to | 6,184 | 255 | 0.05% | 0.05% | 391 | +1,700 | 37.91% | Q1 2026 | May 12, 2026 |
| Machina Capital S.A.S. | History | New | 6,114 | 252 | 0.05% | — | 392 | +6,114 | New | Q1 2026 | May 13, 2026 |
| Kera Capital Partners, Inc. | History | New | 6,076 | 250 | 0.03% | — | 394 | +6,076 | New | Q1 2026 | May 06, 2026 |
| ASPIRIANT, LLC | History | Reduced | 6,073 | 250 | 0.01% | 0.01% | 393 | -76 | -1.24% | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Reduced | 6,015 | 248 | 0.0% | 0.01% | 396 | -1,823 | -23.26% | Q1 2026 | Apr 27, 2026 |
| GREENLEAF TRUST | History | Reduced | 6,025 | 248 | 0.0% | 0.0% | 395 | -24 | -0.4% | Q1 2026 | Apr 27, 2026 |
| S.E.E.D. Planning Group LLC | History | New | 6,000 | 247 | 0.07% | — | 398 | +6,000 | New | Q1 2026 | Apr 23, 2026 |
| SEARLE & CO. | History | No change | 6,000 | 247 | 0.06% | 0.1% | 397 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 6,444 | 246 | 0.0% | — | 400 | +6,444 | New | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Added to | 5,969 | 246 | 0.01% | 0.02% | 399 | +7 | 0.12% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 6,200 | 245 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First National Bank of Hutchinson | History | New | 5,911 | 243 | 0.16% | — | 402 | +5,911 | New | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,859 | 241 | 0.0% | 0.0% | 403 | +3,337 | 132.32% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,820 | 240 | 0.0% | 0.0% | 404 | -3,444 | -37.18% | Q1 2026 | Apr 27, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 5,815 | 239 | 0.05% | 0.08% | 405 | +200 | 3.56% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,657 | 226 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,457 | 225 | 0.01% | 0.01% | 407 | -2,053 | -27.34% | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 5,447 | 224 | 0.0% | 0.01% | 408 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 5,400 | 222 | 0.15% | 0.23% | 409 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 5,355 | 221 | 0.02% | — | 411 | +5,355 | New | Q1 2026 | May 13, 2026 |
| MKT Advisors LLC | History | No change | 5,275 | 221 | 0.07% | 0.12% | 410 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,265 | 217 | 0.0% | 0.0% | 412 | -108 | -2.01% | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | New | 4,067 | 216 | 0.02% | — | 413 | +4,067 | New | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | New | 5,210 | 215 | 0.0% | — | 415 | +5,210 | New | Q1 2026 | May 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 5,220 | 215 | 0.02% | 0.02% | 414 | +1,785 | 51.97% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 5,161 | 212 | 0.01% | 0.01% | 417 | -181 | -3.39% | Q1 2026 | Apr 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 5,157 | 212 | 0.0% | 0.0% | 416 | +55 | 1.08% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 5,039 | 207 | 0.01% | 0.02% | 418 | +835 | 19.86% | Q1 2026 | Apr 21, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 4,914 | 202 | 0.0% | 0.0% | 419 | -8,849 | -64.3% | Q1 2026 | Apr 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,883 | 201 | 0.01% | 0.01% | 420 | -2,207 | -31.13% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,855 | 200 | 0.01% | 0.02% | 421 | +182 | 3.89% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,737 | 195 | 0.0% | 0.0% | 422 | +480 | 11.28% | Q1 2026 | May 14, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 4,646 | 192 | 0.01% | 0.02% | 423 | +3,827 | 467.28% | Q1 2026 | May 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,462 | 184 | 0.01% | 0.01% | 424 | +499 | 12.59% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,150 | 171 | 0.0% | 0.01% | 425 | -2,963 | -41.66% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,915 | 161 | 0.01% | 0.01% | 426 | +477 | 13.87% | Q1 2026 | Apr 13, 2026 |
| Quent Capital, LLC | History | Reduced | 3,838 | 158 | 0.01% | 0.03% | 428 | -2,156 | -35.97% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,834 | 158 | 0.0% | 0.0% | 427 | -1,155 | -23.15% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 3,711 | 153 | 0.0% | 0.0% | 429 | +1,007 | 37.24% | Q1 2026 | Apr 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,648 | 151 | 0.0% | 0.0% | 431 | +707 | 24.04% | Q1 2026 | May 01, 2026 |
| STRS OHIO | History | Reduced | 3,662 | 151 | 0.0% | 0.0% | 430 | -6 | -0.16% | Q1 2026 | Apr 24, 2026 |
| OP Asset Management Ltd | History | New | 3,610 | 148 | 0.0% | — | 432 | +3,610 | New | Q1 2026 | Apr 10, 2026 |
| Quarry LP | History | New | 3,482 | 143 | 0.03% | — | 433 | +3,482 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,400 | 140 | 0.01% | — | 434 | +3,400 | New | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 3,292 | 139 | 0.0% | 0.01% | 435 | -1,254 | -27.58% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 3,183 | 131 | 0.01% | — | 436 | +3,183 | New | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,101 | 127 | 0.0% | 0.0% | 437 | -186 | -5.66% | Q1 2026 | Apr 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,887 | 119 | 0.0% | 0.0% | 438 | +664 | 29.87% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 2,900 | 119 | 0.02% | 0.03% | 439 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 2,813 | 116 | 0.0% | 0.0% | 440 | -7,832 | -73.57% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 2,570 | 106 | 0.0% | 0.0% | 441 | +1,050 | 69.08% | Q1 2026 | May 11, 2026 |
| Towne Trust Company, N.A | History | No change | 2,592 | 106 | 0.03% | 0.05% | 442 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,287 | 94 | 0.0% | — | 443 | +2,287 | New | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,040 | 84 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,034 | 83 | 0.0% | 0.0% | 445 | +250 | 14.01% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 1,789 | 73 | 0.0% | 0.0% | 446 | +1,428 | 395.57% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,632 | 67 | 0.0% | 0.0% | 447 | +1 | 0.06% | Q1 2026 | May 04, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 1,520 | 63 | 0.09% | 0.08% | 448 | +380 | 33.33% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Reduced | 1,500 | 61 | 0.0% | 0.0% | 449 | -788 | -34.44% | Q1 2026 | Apr 13, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 1,488 | 61 | 0.02% | 0.03% | 450 | -222 | -12.98% | Q1 2026 | May 05, 2026 |
| Essential Partners LLC | History | Reduced | 1,473 | 60 | 0.02% | 0.09% | 451 | -3,295 | -69.11% | Q1 2026 | May 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,431 | 59 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,388 | 57 | 0.01% | 0.02% | 453 | -1,190 | -46.16% | Q1 2026 | May 12, 2026 |
| True Wealth Design, LLC | History | Added to | 1,336 | 55 | 0.02% | 0.01% | 455 | +600 | 81.52% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,390 | 55 | 0.0% | 0.0% | 454 | -19 | -1.35% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,276 | 52 | 0.01% | 0.01% | 457 | -176 | -12.12% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,260 | 52 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,152 | 47 | 0.0% | 0.0% | 458 | -35 | -2.95% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,031 | 42 | 0.0% | 0.0% | 459 | +25 | 2.49% | Q1 2026 | May 06, 2026 |
| Advisors Preferred, LLC | History | No change | 1,000 | 41 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 932 | 38 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Purpose Unlimited Inc. | History | No change | 850 | 35 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 835 | 34 | 0.0% | 0.01% | 463 | -1,269 | -60.31% | Q1 2026 | Apr 06, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 25,000 | 33 | 0.01% | — | 465 | +25,000 | New | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 849 | 33 | 0.0% | 0.0% | 464 | -481 | -36.17% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | No change | 770 | 31 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 683 | 28 | 0.01% | 0.01% | 469 | +321 | 88.67% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | No change | 679 | 28 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 682 | 28 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bayforest Capital Ltd | History | New | 554 | 22 | 0.02% | — | 471 | +554 | New | Q1 2026 | Apr 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 550 | 22 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 474 | 19 | 0.0% | 0.01% | 473 | -659 | -58.16% | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 469 | 19 | 0.0% | 0.0% | 472 | -203 | -30.21% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 439 | 18 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 300 | 18 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Covestor Ltd | History | Reduced | 417 | 17 | 0.01% | 0.07% | 478 | -1,763 | -80.87% | Q1 2026 | May 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 421 | 17 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 433 | 17 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 398 | 16 | 0.0% | 0.0% | 479 | -809 | -67.03% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 395 | 16 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 373 | 15 | 0.01% | 0.17% | 482 | -7,285 | -95.13% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 377 | 15 | 0.0% | 0.0% | 481 | -2,875 | -88.41% | Q1 2026 | May 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 365 | 14 | 0.0% | — | 484 | +365 | New | Q1 2026 | May 08, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 340 | 14 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CX Institutional | History | New | 308 | 13 | 0.0% | — | 487 | +308 | New | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 334 | 13 | 0.0% | 0.0% | 486 | -106 | -24.09% | Q1 2026 | Apr 24, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 328 | 13 | 0.0% | 0.0% | 485 | +8 | 2.5% | Q1 2026 | Apr 21, 2026 |
| LRI Investments, LLC | History | Added to | 307 | 12 | 0.0% | 0.0% | 488 | +126 | 69.61% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | Reduced | 288 | 11 | 0.0% | 0.0% | 489 | -334 | -53.7% | Q1 2026 | Apr 30, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 252 | 10 | 0.0% | — | 491 | +252 | New | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 254 | 10 | 0.0% | 0.0% | 490 | +8 | 3.25% | Q1 2026 | Apr 20, 2026 |
| Versant Capital Management, Inc | History | Reduced | 232 | 9 | 0.0% | 0.01% | 494 | -1,634 | -87.57% | Q1 2026 | Apr 06, 2026 |
| North Star Investment Management Corp. | History | No change | 240 | 9 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JCIC Asset Management Inc. | History | No change | 240 | 9 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 8 | 0.0% | 0.0% | 495 | -1,700 | -89.47% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 201 | 8 | 0.0% | 0.0% | 496 | -500 | -71.33% | Q1 2026 | Apr 28, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 206 | 8 | 0.0% | 0.0% | 498 | +2 | 0.98% | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | No change | 205 | 8 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 172 | 7 | 0.0% | 0.0% | 499 | +145 | 537.04% | Q1 2026 | Apr 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 173 | 7 | 0.0% | 0.0% | 501 | +34 | 24.46% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPL Wealth Management, LLC | History | New | 163 | 6 | 0.0% | — | 506 | +163 | New | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 160 | 6 | 0.0% | 0.0% | 502 | -110 | -40.74% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | Added to | 150 | 6 | 0.0% | 0.0% | 504 | +74 | 97.37% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 150 | 6 | 0.0% | 0.0% | 505 | -35 | -18.92% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 146 | 6 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Reduced | 139 | 5 | 0.0% | 0.0% | 508 | -371 | -72.75% | Q1 2026 | Apr 22, 2026 |
| Activest Wealth Management | History | Reduced | 126 | 5 | 0.0% | 0.0% | 509 | -185 | -59.49% | Q1 2026 | Apr 15, 2026 |
| COUNTRY TRUST BANK | History | Added to | 132 | 5 | 0.0% | 0.0% | 507 | +56 | 73.68% | Q1 2026 | Apr 10, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 92 | 3 | 0.0% | 0.0% | 511 | -575 | -86.21% | Q1 2026 | Apr 30, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 80 | 3 | 0.0% | — | 515 | +80 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 84 | 3 | 0.0% | — | 514 | +72 | 600.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 78 | 3 | 0.0% | — | 513 | +71 | 1014.29% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | Added to | 79 | 3 | 0.0% | 0.0% | 512 | +9 | 12.86% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 62 | 2 | 0.0% | 0.0% | 517 | -1,297 | -95.44% | Q1 2026 | Apr 27, 2026 |
| Marquette Asset Management, LLC | History | New | 68 | 2 | 0.0% | — | 524 | +68 | New | Q1 2026 | Apr 23, 2026 |
| Rakuten Securities, Inc. | History | Added to | 58 | 2 | 0.0% | — | 521 | +57 | 5700.0% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 55 | 2 | 0.0% | — | 525 | +55 | New | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 52 | 2 | 0.0% | — | 526 | +52 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 58 | 2 | 0.0% | 0.0% | 518 | -38 | -39.58% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | Added to | 63 | 2 | 0.0% | 0.0% | 522 | +1 | 1.61% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 55 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 50 | 2 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ORG Partners LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WealthCollab, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 37 | 1 | 0.0% | 0.01% | 533 | -226 | -85.93% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 35 | 1 | 0.0% | — | 534 | +35 | New | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | New | 33 | 1 | 0.0% | — | 536 | +33 | New | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | Added to | 35 | 1 | 0.0% | — | 530 | +32 | 1066.67% | Q1 2026 | May 06, 2026 |
| Mosley Wealth Management | History | New | 30 | 1 | 0.0% | — | 535 | +30 | New | Q1 2026 | Apr 27, 2026 |
| SouthState Bank Corp | History | Reduced | 27 | 1 | 0.0% | 0.0% | 528 | -5 | -15.63% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 39 | 1 | 0.0% | 0.0% | 529 | +1 | 2.63% | Q1 2026 | May 07, 2026 |
| Sachetta, LLC | History | Added to | 36 | 1 | 0.0% | 0.0% | 532 | +1 | 2.86% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 37 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.7% | — | -3,972,352 | -100.0% | Q1 2026 | May 15, 2026 |
| EMINENCE CAPITAL, LP | History | Closed out | 0 | 0 | — | 3.74% | — | -3,812,615 | -100.0% | Q1 2026 | May 15, 2026 |
| Artemis Investment Management LLP | History | Closed out | 0 | 0 | — | 0.74% | — | -984,103 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Munro Partners | History | Closed out | 0 | 0 | — | 1.57% | — | -975,795 | -100.0% | Q1 2026 | May 05, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -149,900 | -100.0% | Q1 2026 | May 15, 2026 |
| VR Advisory Services Ltd | History | Closed out | 0 | 0 | — | 1.07% | — | -108,747 | -100.0% | Q1 2026 | May 15, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Closed out | 0 | 0 | — | 0.03% | — | -88,175 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.03% | — | -62,809 | -100.0% | Q1 2026 | May 13, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -55,962 | -100.0% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -50,787 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -44,529 | -100.0% | Q1 2026 | May 18, 2026 |
| Davidson Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.59% | — | -43,719 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Longaeva Partners L.P. | History | Closed out | 0 | 0 | — | 0.21% | — | -40,617 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,347 | -100.0% | Q1 2026 | May 15, 2026 |
| TB Alternative Assets Ltd. | History | Closed out | 0 | 0 | — | 0.36% | — | -35,234 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,124 | -100.0% | Q1 2026 | May 13, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.21% | — | -30,578 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 1.31% | — | -29,763 | -100.0% | Q1 2026 | Apr 20, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Dean Capital Management | History | Closed out | 0 | 0 | — | 0.78% | — | -29,603 | -100.0% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Closed out | 0 | 0 | — | 0.01% | — | -25,725 | -100.0% | Q1 2026 | May 08, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -25,400 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -23,266 | -100.0% | Q1 2026 | May 12, 2026 |
| LSV ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -21,378 | -100.0% | Q1 2026 | May 11, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,735 | -100.0% | Q1 2026 | May 06, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -18,682 | -100.0% | Q1 2026 | May 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -18,126 | -100.0% | Q1 2026 | May 15, 2026 |
| American Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -17,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Lansing Street Advisors | History | Closed out | 0 | 0 | — | 0.25% | — | -15,723 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -15,006 | -100.0% | Q1 2026 | May 14, 2026 |
| Arena Capital Advisors, LLC- CA | History | Closed out | 0 | 0 | — | 0.56% | — | -15,000 | -100.0% | Q1 2026 | May 04, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,365 | -100.0% | Q1 2026 | May 08, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,349 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,098 | -100.0% | Q1 2026 | May 05, 2026 |
| Simmons Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -11,178 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -11,019 | -100.0% | Q1 2026 | May 15, 2026 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.06% | — | -10,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,646 | -100.0% | Q1 2026 | May 15, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | History | Closed out | 0 | 0 | — | 0.54% | — | -10,607 | -100.0% | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,464 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,209 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,000 | -100.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,855 | -100.0% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -8,750 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,340 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,225 | -100.0% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,982 | -100.0% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,244 | -100.0% | Q1 2026 | May 14, 2026 |
| Verdad Advisers, LP | History | Closed out | 0 | 0 | — | 0.5% | — | -7,009 | -100.0% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,939 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,690 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -6,258 | -100.0% | Q1 2026 | May 12, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,039 | -100.0% | Q1 2026 | May 07, 2026 |
| Baker Ellis Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,793 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,549 | -100.0% | Q1 2026 | May 05, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -5,434 | -100.0% | Q1 2026 | May 08, 2026 |
| Parcion Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,402 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -5,221 | -100.0% | Q1 2026 | Apr 20, 2026 |
| QVR LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,929 | -100.0% | Q1 2026 | Apr 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,832 | -100.0% | Q1 2026 | May 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,831 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,751 | -100.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,723 | -100.0% | Q1 2026 | May 08, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.12% | — | -4,668 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Checchi Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,631 | -100.0% | Q1 2026 | May 04, 2026 |
| Colter Lewis Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -4,532 | -100.0% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,500 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,480 | -100.0% | Q1 2026 | Apr 21, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,358 | -100.0% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,339 | -100.0% | Q1 2026 | May 14, 2026 |
| Storgate, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,309 | -100.0% | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,216 | -100.0% | Q1 2026 | Apr 10, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,108 | -100.0% | Q1 2026 | Apr 15, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,000 | -100.0% | Q1 2026 | May 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.11% | — | -3,925 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Creekside Partners | History | Closed out | 0 | 0 | — | 0.1% | — | -3,910 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Connective Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,820 | -100.0% | Q1 2026 | May 12, 2026 |
| Blankinship & Foster, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,817 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,810 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,787 | -100.0% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,719 | -100.0% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,685 | -100.0% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,655 | -100.0% | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,543 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SEEDS INVESTOR LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,426 | -100.0% | Q1 2026 | May 11, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,349 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,337 | -100.0% | Q1 2026 | May 15, 2026 |
| Motley Fool Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,269 | -100.0% | Q1 2026 | May 12, 2026 |
| Teza Capital Management LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -3,269 | -100.0% | Q1 2026 | May 15, 2026 |
| Paladin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,241 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -3,119 | -100.0% | Q1 2026 | Apr 09, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Ramirez Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 12, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -472 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -453 | -100.0% | Q1 2026 | May 06, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 3 | 0 | — | 0.0% | — | -445 | -99.33% | Q1 2026 | May 12, 2026 |
| Legacy Bridge, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -431 | -100.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -413 | -100.0% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -334 | -100.0% | Q1 2026 | May 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Torren Management, LLC | History | Reduced | 19 | 0 | — | 0.01% | — | -212 | -91.77% | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | May 12, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 14, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Bare Financial Services, Inc | History | Reduced | 15 | 0 | — | 0.0% | — | -59 | -79.73% | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -44 | -83.02% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 01, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -32 | -88.89% | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Reduced | 22 | 0 | — | 0.0% | — | -27 | -55.1% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -17 | -62.96% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 17, 2026 |
| Cromwell Holdings LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -13 | -46.43% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 21, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 18 | 0 | — | 0.0% | — | -12 | -40.0% | Q1 2026 | Apr 17, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 05, 2026 |
| American Capital Advisory, LLC | History | Reduced | 3 | 0 | — | — | — | -5 | -62.5% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 07, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q1 2026 | Apr 10, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 18 | 0 | — | — | — | +3 | 20.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q1 2026 | May 01, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| 1015 Capital Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Advisors | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kilter Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |