Joby Aviation, Inc. - JOBY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TOYOTA MOTOR CORP/ | History | No change | 128,454,401 | 1,061,033 | 43.47% | 49.75% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 52,488,707 | 692,850 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BAILLIE GIFFORD & CO | History | Added to | 62,419,803 | 515,587 | 0.53% | 0.54% | 3 | +12,849,048 | 25.92% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 46,552,486 | 384,523 | 0.01% | 0.01% | 4 | +6,809,994 | 17.14% | Q1 2026 | May 13, 2026 |
| Capricorn Investment Group LLC | History | No change | 28,470,647 | 244,886 | 40.71% | 45.5% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 26,016,083 | 214,892 | 0.01% | — | 6 | +26,016,083 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 25,992,624 | 214,699 | 0.01% | — | 7 | +25,992,624 | New | Q1 2026 | May 15, 2026 |
| INTEL CORP | History | No change | 15,316,315 | 126,512 | 26.92% | 27.92% | 8 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DELTA AIR LINES, INC. | History | Added to | 14,590,713 | 120,519 | 31.91% | 32.91% | 9 | +3,546,481 | 32.11% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 13,846,489 | 114,400 | 0.01% | 0.01% | 10 | +2,055,957 | 17.44% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 13,143,737 | 108,567 | 0.0% | 0.0% | 11 | +2,330,808 | 21.56% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 11,625,429 | 96,026 | 0.01% | 0.01% | 12 | +1,268,625 | 12.25% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,699,133 | 80,114 | 0.01% | 0.01% | 13 | +3,099,258 | 46.96% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 7,315,742 | 60,428 | 0.01% | 0.02% | 14 | -473,204 | -6.08% | Q1 2026 | May 05, 2026 |
| Uber Technologies, Inc | History | No change | 7,139,208 | 58,969 | 1.64% | 2.25% | 15 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,240,556 | 51,546 | 0.01% | 0.01% | 16 | +2,324,117 | 59.34% | Q1 2026 | May 15, 2026 |
| ARK Investment Management LLC | History | Added to | 6,173,944 | 50,996 | 0.4% | 0.29% | 17 | +2,816,936 | 83.91% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,929,283 | 40,715 | 0.01% | 0.01% | 18 | +750,827 | 17.97% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 4,855,544 | 40,106 | 0.01% | 0.01% | 19 | +484,561 | 11.09% | Q1 2026 | May 15, 2026 |
| 8VC GP I, LLC | History | No change | 4,798,334 | 39,634 | 100.0% | 100.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clear Street Group Inc. | History | Added to | 4,383,509 | 36,207 | 0.15% | 0.18% | 21 | +790,466 | 22.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 4,190,162 | 34,610 | 0.01% | — | 22 | +4,190,162 | New | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,034,877 | 33,328 | 0.15% | 0.16% | 23 | -1,454 | -0.04% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 4,005,200 | 33,082 | 0.05% | 0.03% | 24 | +2,645,200 | 194.5% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 3,921,452 | 32,391 | 0.01% | 0.0% | 25 | +3,724,233 | 1888.37% | Q1 2026 | May 11, 2026 |
| NORGES BANK | History | No change | 2,444,645 | 32,269 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 3,858,797 | 31,873 | 0.04% | 0.01% | 27 | +3,237,290 | 520.88% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 3,820,546 | 31,557 | 0.03% | 0.03% | 28 | +1,210,609 | 46.38% | Q1 2026 | May 12, 2026 |
| Lingotto Investment Management LLP | History | Added to | 3,743,218 | 30,918 | 0.61% | 0.72% | 29 | +604,978 | 19.28% | Q1 2026 | May 14, 2026 |
| Rheos Capital Works Inc. | History | Added to | 3,665,000 | 30,273 | 2.02% | 3.0% | 30 | +120,000 | 3.39% | Q1 2026 | May 08, 2026 |
| Ghisallo Capital Management LLC | History | Added to | 3,129,666 | 25,851 | 0.71% | 0.18% | 31 | +2,829,666 | 943.22% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,121,705 | 25,785 | 0.0% | 0.0% | 32 | +1,996,003 | 177.31% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,238,818 | 25,716 | 0.0% | 0.0% | 33 | -608,228 | -15.81% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,053,388 | 25,220 | 0.0% | 0.01% | 34 | -1,059,661 | -25.76% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 2,679,515 | 22,132 | 0.01% | 0.01% | 35 | +870,244 | 48.1% | Q1 2026 | Apr 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Added to | 2,678,495 | 22,124 | 0.31% | 0.28% | 36 | +870,244 | 48.13% | Q1 2026 | May 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,585,870 | 21,359 | 0.01% | 0.1% | 37 | -11,835,569 | -82.07% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,581,700 | 21,324 | 0.0% | 0.0% | 38 | +721,700 | 38.8% | Q1 2026 | May 12, 2026 |
| VALUEWORKS LLC | History | Reduced | 2,381,096 | 19,667 | 5.36% | 8.32% | 39 | -14,445 | -0.6% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,274,746 | 18,789 | 0.13% | 0.12% | 40 | +1,116,662 | 96.42% | Q1 2026 | Apr 14, 2026 |
| Nuveen, LLC | History | Added to | 1,799,205 | 14,861 | 0.0% | 0.01% | 41 | +221,854 | 14.06% | Q1 2026 | Apr 30, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Added to | 1,750,000 | 14,455 | 0.97% | 1.01% | 42 | +750,000 | 75.0% | Q1 2026 | May 06, 2026 |
| Legal & General Group Plc | History | Added to | 1,714,703 | 14,163 | 0.0% | 0.0% | 43 | +726,814 | 73.57% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,674,125 | 13,828 | 0.0% | 0.0% | 44 | +103,173 | 6.57% | Q1 2026 | May 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 1,614,128 | 13,332 | 0.03% | 0.03% | 45 | +789,844 | 95.82% | Q1 2026 | May 12, 2026 |
| ALLEN OPERATIONS LLC | History | No change | 1,557,888 | 12,868 | 1.92% | 2.57% | 46 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,427,948 | 11,794 | 0.02% | 0.01% | 47 | +1,025,767 | 255.05% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,208,123 | 9,979 | 0.0% | 0.0% | 48 | +2,166 | 0.18% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 1,096,744 | 9,059 | 0.0% | 0.0% | 49 | -1,523,074 | -58.14% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,083,260 | 8,947 | 0.0% | 0.0% | 50 | +379,041 | 53.82% | Q1 2026 | May 11, 2026 |
| USS Investment Management Ltd | History | New | 1,072,983 | 8,868 | 0.03% | — | 51 | +1,072,983 | New | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,018,183 | 8,410 | 0.0% | 0.0% | 52 | +961,201 | 1686.85% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | Added to | 958,708 | 7,918 | 0.03% | 0.02% | 53 | +502,169 | 109.99% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 947,279 | 7,824 | 0.0% | 0.01% | 54 | -54,726 | -5.46% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 580,891 | 7,667 | 0.0% | 0.0% | 55 | +28,917 | 5.24% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 921,946 | 7,615 | 0.03% | 0.07% | 56 | -922,331 | -50.01% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 889,482 | 7,347 | 0.01% | 0.01% | 57 | +25,609 | 2.96% | Q1 2026 | May 05, 2026 |
| BANK OF NOVA SCOTIA | History | New | 837,224 | 6,915 | 0.01% | — | 58 | +837,224 | New | Q1 2026 | May 14, 2026 |
| Voleon Capital Management LP | History | Added to | 797,750 | 6,589 | 0.14% | 0.07% | 59 | +546,470 | 217.47% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 779,067 | 6,435 | 0.0% | 0.01% | 60 | -74,448 | -8.72% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 755,135 | 6,237 | 0.01% | 0.01% | 61 | +164,324 | 27.81% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 693,855 | 5,731 | 0.01% | 0.0% | 62 | +667,355 | 2518.32% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 684,261 | 5,651 | 0.01% | 0.03% | 63 | -522,178 | -43.28% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 681,885 | 5,632 | 0.0% | 0.0% | 64 | +117,076 | 20.73% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 668,887 | 5,526 | 0.0% | 0.0% | 65 | -2,715,293 | -80.23% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 664,437 | 5,488 | 0.01% | 0.01% | 66 | +291,000 | 77.92% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 648,600 | 5,357 | 0.05% | — | 67 | +648,600 | New | Q1 2026 | May 04, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 639,987 | 5,286 | 0.02% | 0.03% | 68 | +5,626 | 0.89% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 637,847 | 5,268 | 0.0% | 0.0% | 69 | -82,992 | -11.51% | Q1 2026 | May 05, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 632,638 | 5,225 | 0.4% | 0.42% | 70 | +173,949 | 37.92% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 543,097 | 4,400 | 0.01% | 0.01% | 71 | +161,899 | 42.47% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | New | 500,000 | 4,130 | 0.04% | — | 72 | +500,000 | New | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 491,727 | 4,061 | 0.01% | 0.01% | 73 | -136,139 | -21.68% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 486,602 | 4,019 | 0.0% | 0.0% | 74 | +114,932 | 30.92% | Q1 2026 | May 06, 2026 |
| Qsemble Capital Management, LP | History | New | 454,939 | 3,757 | 0.29% | — | 75 | +454,939 | New | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 444,875 | 3,674 | 0.01% | 0.0% | 76 | +442,877 | 22166.02% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 443,267 | 3,661 | 0.0% | 0.0% | 77 | +93,099 | 26.59% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 439,600 | 3,631 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 427,675 | 3,532 | 0.0% | 0.0% | 79 | +121,725 | 39.79% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 421,288 | 3,479 | 0.0% | 0.0% | 80 | -821,381 | -66.1% | Q1 2026 | May 14, 2026 |
| Holocene Advisors, LP | History | Added to | 419,082 | 3,461 | 0.01% | 0.0% | 81 | +402,849 | 2481.67% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 418,321 | 3,455 | 0.0% | 0.0% | 82 | +142,433 | 51.63% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 404,300 | 3,339 | 0.0% | 0.0% | 83 | +195,600 | 93.72% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 400,293 | 3,306 | 0.01% | 0.01% | 84 | +76,387 | 23.58% | Q1 2026 | May 11, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 394,080 | 3,255 | 0.23% | 0.36% | 85 | +21,951 | 5.9% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Reduced | 375,951 | 3,105 | 0.02% | 0.04% | 86 | -89,407 | -19.21% | Q1 2026 | May 13, 2026 |
| Creek Drive Management Group LLC | History | New | 371,500 | 3,068 | 0.7% | — | 87 | +371,500 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 229,652 | 3,031 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Amundi | History | New | 353,681 | 2,921 | 0.0% | — | 89 | +353,681 | New | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 353,427 | 2,919 | 0.01% | 0.0% | 90 | +253,231 | 252.74% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 512,033 | 2,877 | 0.0% | 0.01% | 91 | -979,814 | -65.68% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 343,993 | 2,841 | 0.0% | 0.0% | 92 | +59,509 | 20.92% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 337,505 | 2,787 | 0.0% | 0.0% | 93 | +24,300 | 7.76% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 320,649 | 2,648 | 0.0% | 0.0% | 94 | +24,172 | 8.15% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Reduced | 320,297 | 2,645 | 0.06% | 0.07% | 95 | -308,545 | -49.07% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 319,119 | 2,635 | 0.01% | 0.02% | 96 | +50,725 | 18.9% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 314,800 | 2,600 | 0.0% | 0.0% | 97 | +29,544 | 10.36% | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | Added to | 309,732 | 2,558 | 0.3% | 0.11% | 98 | +267,062 | 625.88% | Q1 2026 | May 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 294,754 | 2,434 | 0.02% | 0.01% | 99 | +44,687 | 17.87% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 283,367 | 2,340 | 0.0% | 0.0% | 100 | +54,811 | 23.98% | Q1 2026 | May 15, 2026 |
| Defiance ETFs, LLC | History | New | 275,935 | 2,279 | 0.03% | — | 101 | +275,935 | New | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | New | 273,251 | 2,257 | 0.03% | — | 102 | +273,251 | New | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 272,451 | 2,250 | 0.06% | 0.08% | 103 | +41,231 | 17.83% | Q1 2026 | Apr 27, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 271,095 | 2,239 | 0.03% | 0.06% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 270,137 | 2,231 | 0.0% | 0.0% | 105 | +35,818 | 15.29% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 263,042 | 2,172 | 0.0% | 0.0% | 106 | +26,722 | 11.31% | Q1 2026 | Apr 27, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | Added to | 252,951 | 2,089 | 1.02% | 0.6% | 107 | +156,519 | 162.31% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 247,305 | 2,042 | 0.0% | 0.0% | 108 | +42,401 | 20.69% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 246,201 | 2,033 | 0.0% | — | 109 | +246,201 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 243,023 | 2,007 | 0.0% | 0.0% | 110 | +30,700 | 14.46% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Management LLC | History | No change | 228,067 | 1,883 | 0.06% | 0.09% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 221,939 | 1,833 | 0.0% | 0.01% | 112 | -309,247 | -58.22% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 219,408 | 1,812 | 0.01% | 0.01% | 113 | +64,572 | 41.7% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 213,700 | 1,765 | 0.0% | 0.0% | 114 | -147,000 | -40.75% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Added to | 213,447 | 1,763 | 0.07% | 0.0% | 115 | +212,201 | 17030.58% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 212,186 | 1,752 | 0.0% | 0.0% | 116 | -49,544 | -18.93% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 212,079 | 1,751 | 0.18% | — | 117 | +212,079 | New | Q1 2026 | May 15, 2026 |
| Maxi Investments CY Ltd | History | No change | 208,000 | 1,718 | 0.38% | 0.5% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 206,760 | 1,707 | 0.0% | 0.0% | 119 | +50,439 | 32.27% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 202,648 | 1,673 | 0.0% | — | 120 | +202,648 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 201,279 | 1,662 | 0.0% | 0.0% | 121 | +116,971 | 138.74% | Q1 2026 | May 14, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | New | 200,000 | 1,652 | 0.05% | — | 122 | +200,000 | New | Q1 2026 | May 07, 2026 |
| Burkehill Global Management, LP | History | New | 200,000 | 1,652 | 0.08% | — | 123 | +200,000 | New | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | Reduced | 199,533 | 1,648 | 0.01% | 0.02% | 124 | -166,748 | -45.52% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 191,512 | 1,582 | 0.0% | 0.0% | 125 | +42,391 | 28.43% | Q1 2026 | Apr 22, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 168,887 | 1,395 | 0.09% | — | 126 | +168,887 | New | Q1 2026 | May 12, 2026 |
| Yarbrough Capital, LLC | History | No change | 167,483 | 1,383 | 0.05% | 0.07% | 127 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 167,333 | 1,382 | 0.0% | 0.0% | 128 | +89,471 | 114.91% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 167,069 | 1,379 | 0.01% | 0.02% | 129 | -41,107 | -19.75% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 158,676 | 1,310 | 0.01% | 0.01% | 130 | +27,606 | 21.06% | Q1 2026 | Apr 29, 2026 |
| Handelsbanken Fonder AB | History | Added to | 151,426 | 1,251 | 0.0% | 0.01% | 131 | +17,100 | 12.73% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 150,675 | 1,245 | 0.0% | 0.01% | 132 | +1,116 | 0.75% | Q1 2026 | Apr 30, 2026 |
| Sculptor Capital LP | History | New | 150,088 | 1,239 | 0.01% | — | 134 | +150,088 | New | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 150,000 | 1,239 | 0.03% | 0.01% | 133 | +75,000 | 100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Financial LLC | History | Added to | 146,473 | 1,209 | 0.73% | 0.82% | 135 | +51,508 | 54.24% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | New | 143,893 | 1,188 | 0.04% | — | 136 | +143,893 | New | Q1 2026 | May 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 141,628 | 1,147 | 0.0% | 0.0% | 137 | +27,299 | 23.88% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Added to | 137,773 | 1,138 | 0.47% | 0.34% | 138 | +59,369 | 75.72% | Q1 2026 | May 01, 2026 |
| SummitTX Capital, L.P. | History | New | 136,399 | 1,126 | 0.04% | — | 139 | +136,399 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 135,462 | 1,118 | 0.01% | 0.02% | 140 | +30,134 | 28.61% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 131,148 | 1,083 | 0.0% | 0.0% | 141 | +15,068 | 12.98% | Q1 2026 | May 13, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 125,925 | 1,040 | 0.3% | 0.46% | 142 | +3,818 | 3.13% | Q1 2026 | Apr 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 124,725 | 1,030 | 0.0% | 0.0% | 143 | -17,672 | -12.41% | Q1 2026 | May 15, 2026 |
| FORA Capital, LLC | History | Reduced | 120,322 | 993 | 0.07% | 0.29% | 144 | -59,806 | -33.2% | Q1 2026 | May 14, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 120,000 | 991 | 0.19% | 0.46% | 145 | -146,000 | -54.89% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 119,528 | 987 | 0.01% | — | 146 | +119,528 | New | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 114,995 | 949 | 0.0% | 0.01% | 148 | -164,891 | -58.91% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 114,963 | 949 | 0.07% | 0.12% | 147 | -4,423 | -3.7% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 112,043 | 925 | 0.0% | 0.0% | 149 | +42,997 | 62.27% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | New | 111,944 | 924 | 0.0% | — | 150 | +111,944 | New | Q1 2026 | May 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 104,566 | 863 | 0.03% | 0.02% | 151 | +60,628 | 137.99% | Q1 2026 | Apr 27, 2026 |
| Jain Global LLC | History | New | 103,992 | 858 | 0.0% | — | 152 | +103,992 | New | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | New | 102,700 | 848 | 0.04% | — | 153 | +102,700 | New | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 101,120 | 835 | 0.0% | 0.01% | 154 | -230,500 | -69.51% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 100,616 | 831 | 0.0% | 0.0% | 155 | -7,148 | -6.63% | Q1 2026 | Apr 24, 2026 |
| Caprock Group, LLC | History | Added to | 98,657 | 814 | 0.02% | 0.03% | 156 | +3,872 | 4.09% | Q1 2026 | May 11, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 98,252 | 811 | 0.03% | 0.07% | 157 | -27,994 | -22.17% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 91,863 | 758 | 0.01% | 0.01% | 159 | +52,444 | 133.04% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 91,731 | 758 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 91,345 | 754 | 0.0% | 0.0% | 160 | +61,825 | 209.43% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 90,511 | 747 | 0.0% | 0.0% | 161 | +14,288 | 18.74% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 85,339 | 704 | 0.01% | 0.01% | 162 | +17,832 | 26.42% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 83,201 | 687 | 0.08% | 0.03% | 163 | +66,769 | 406.34% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 79,580 | 657 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Palumbo Wealth Management LLC | History | New | 77,710 | 641 | 0.16% | — | 165 | +77,710 | New | Q1 2026 | May 12, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 74,900 | 618 | 0.28% | 0.38% | 166 | +10,090 | 15.57% | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 74,264 | 613 | 0.04% | 0.05% | 167 | +33,292 | 81.26% | Q1 2026 | May 08, 2026 |
| Nikulski Financial, Inc. | History | Added to | 73,452 | 606 | 0.15% | 0.08% | 168 | +46,734 | 174.92% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 73,146 | 604 | 0.01% | 0.01% | 169 | +23,606 | 47.65% | Q1 2026 | May 11, 2026 |
| Legato Capital Management LLC | History | Reduced | 71,757 | 592 | 0.05% | 0.08% | 170 | -777 | -1.07% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 70,935 | 585 | 0.0% | 0.0% | 171 | +8,180 | 13.03% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 69,511 | 574 | 0.0% | 0.0% | 172 | -5,641 | -7.51% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 69,346 | 572 | 0.01% | 0.02% | 173 | -10,055 | -12.66% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 68,626 | 566 | 0.0% | 0.0% | 174 | +21,319 | 45.07% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 68,300 | 564 | 0.0% | — | 175 | +68,300 | New | Q1 2026 | May 15, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Added to | 67,267 | 555 | 0.01% | 0.01% | 176 | +5,069 | 8.15% | Q1 2026 | May 15, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 66,670 | 550 | 0.07% | 0.11% | 177 | -1,275 | -1.88% | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Added to | 64,000 | 528 | 0.01% | 0.01% | 178 | +9,424 | 17.27% | Q1 2026 | May 06, 2026 |
| CSS LLC/IL | History | Added to | 62,200 | 513 | 0.02% | 0.02% | 179 | +28,100 | 82.4% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 61,299 | 506 | 0.0% | 0.0% | 180 | -33 | -0.05% | Q1 2026 | May 01, 2026 |
| LJI Wealth Management, LLC | History | Added to | 61,100 | 504 | 0.08% | 0.07% | 181 | +27,025 | 79.31% | Q1 2026 | May 04, 2026 |
| TMB Capital Partners, LLC | History | New | 60,000 | 495 | 0.17% | — | 182 | +60,000 | New | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 59,726 | 493 | 0.0% | 0.0% | 183 | -6,094 | -9.26% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 55,282 | 456 | 0.05% | 0.03% | 184 | +36,485 | 194.1% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 55,124 | 455 | 0.0% | 0.0% | 185 | +11,545 | 26.49% | Q1 2026 | May 15, 2026 |
| Alphadyne Asset Management LP | History | Added to | 55,126 | 455 | 0.01% | 0.01% | 186 | +9,789 | 21.59% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 54,419 | 449 | 0.0% | — | 187 | +54,419 | New | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 54,304 | 448 | 0.0% | 0.0% | 188 | +20,036 | 58.47% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 54,287 | 448 | 0.0% | 0.0% | 189 | +16,226 | 42.63% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 52,842 | 436 | 0.0% | 0.0% | 190 | +13,864 | 35.57% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 51,454 | 425 | 0.0% | 0.0% | 192 | +11,901 | 30.09% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 32,200 | 425 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 50,244 | 415 | 0.01% | 0.01% | 193 | +9,658 | 23.8% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 50,000 | 413 | 0.0% | 0.0% | 195 | +2,300 | 4.82% | Q1 2026 | Apr 29, 2026 |
| STRS OHIO | History | Added to | 50,000 | 413 | 0.0% | 0.0% | 194 | +1,200 | 2.46% | Q1 2026 | Apr 24, 2026 |
| Scientech Research LLC | History | New | 49,433 | 408 | 0.34% | — | 196 | +49,433 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 48,958 | 404 | 0.01% | 0.02% | 197 | +7,654 | 18.53% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 48,500 | 400 | 0.0% | 0.0% | 198 | +2,256 | 4.88% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 45,898 | 379 | 0.01% | 0.02% | 199 | -2,005 | -4.19% | Q1 2026 | Apr 20, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 44,773 | 369 | 0.18% | 0.24% | 200 | +5,700 | 14.59% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 44,610 | 368 | 0.0% | 0.0% | 201 | +7,325 | 19.65% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | New | 44,342 | 366 | 0.0% | — | 202 | +44,342 | New | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 43,380 | 358 | 0.0% | 0.0% | 203 | +12,900 | 42.32% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 43,200 | 356 | 0.0% | — | 204 | +43,200 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 42,602 | 352 | 0.0% | — | 205 | +42,602 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 42,425 | 350 | 0.0% | 0.0% | 206 | +13,686 | 47.62% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 41,596 | 343 | 0.0% | 0.0% | 207 | +9,737 | 30.56% | Q1 2026 | May 05, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 41,000 | 338 | 0.33% | 0.51% | 208 | -942 | -2.25% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 39,726 | 337 | 0.0% | 0.0% | 209 | -6,876 | -14.75% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 39,978 | 330 | 0.0% | 0.0% | 210 | +3,550 | 9.75% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 39,925 | 329 | 0.0% | 0.0% | 211 | +5,482 | 15.92% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 39,567 | 326 | 0.0% | 0.0% | 213 | +23,692 | 149.24% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 39,467 | 326 | 0.01% | 0.01% | 214 | +7,171 | 22.2% | Q1 2026 | May 12, 2026 |
| Phoenix Financial Ltd. | History | No change | 39,600 | 326 | 0.0% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 39,333 | 324 | 0.0% | 0.0% | 215 | +2,220 | 5.98% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 39,179 | 323 | 0.0% | 0.0% | 216 | +2,599 | 7.1% | Q1 2026 | Apr 15, 2026 |
| Bayforest Capital Ltd | History | New | 37,212 | 307 | 0.34% | — | 217 | +37,212 | New | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 36,515 | 301 | 0.0% | 0.0% | 218 | -16,983 | -31.75% | Q1 2026 | May 04, 2026 |
| Texas Yale Capital Corp. | History | Added to | 35,800 | 295 | 0.01% | 0.01% | 219 | +1,500 | 4.37% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 35,609 | 294 | 0.0% | 0.0% | 220 | -45 | -0.13% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 35,380 | 292 | 0.01% | 0.01% | 221 | +68 | 0.19% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 34,908 | 288 | 0.0% | — | 222 | +34,908 | New | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Reduced | 34,809 | 287 | 0.0% | 0.01% | 223 | -24,094 | -40.9% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 34,744 | 286 | 0.0% | 0.0% | 224 | +3,482 | 11.14% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 34,311 | 283 | 0.01% | 0.02% | 225 | -559 | -1.6% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Added to | 34,164 | 282 | 0.0% | 0.0% | 226 | +20,130 | 143.44% | Q1 2026 | May 12, 2026 |
| GoalVest Advisory LLC | History | No change | 33,500 | 276 | 0.05% | 0.08% | 227 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 33,000 | 272 | 0.03% | 0.03% | 228 | +5,467 | 19.86% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 32,915 | 271 | 0.0% | 0.0% | 229 | +24,207 | 277.99% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | No change | 32,646 | 269 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 32,541 | 268 | 0.04% | — | 231 | +32,541 | New | Q1 2026 | Apr 27, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 32,200 | 265 | 0.08% | 0.12% | 232 | +500 | 1.58% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Added to | 31,566 | 260 | 0.01% | 0.01% | 233 | +16,155 | 104.83% | Q1 2026 | Apr 27, 2026 |
| NATIXIS | History | New | 31,216 | 257 | 0.0% | — | 234 | +31,216 | New | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 31,172 | 257 | 0.02% | — | 235 | +31,172 | New | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Added to | 30,896 | 255 | 0.01% | 0.0% | 236 | +10,200 | 49.28% | Q1 2026 | May 07, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Reduced | 30,800 | 254 | 0.06% | 0.1% | 237 | -3,330 | -9.76% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 30,677 | 253 | 0.0% | 0.0% | 238 | +4,269 | 16.17% | Q1 2026 | May 08, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 30,413 | 251 | 0.16% | 0.27% | 239 | -46 | -0.15% | Q1 2026 | Apr 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 29,331 | 242 | 0.0% | 0.0% | 240 | -69,302 | -70.26% | Q1 2026 | Apr 30, 2026 |
| Westwood Wealth Management | History | New | 29,150 | 240 | 0.09% | — | 241 | +29,150 | New | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | Added to | 28,933 | 238 | 0.02% | 0.01% | 242 | +17,284 | 148.37% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 28,806 | 237 | 0.0% | 0.0% | 243 | +2,504 | 9.52% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 28,532 | 235 | 0.0% | 0.0% | 244 | +7,190 | 33.69% | Q1 2026 | Apr 27, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 28,383 | 234 | 0.02% | 0.03% | 245 | -3,755 | -11.68% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 28,034 | 231 | 0.0% | 0.01% | 246 | -15,603 | -35.76% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,404 | 226 | 0.0% | 0.0% | 247 | +19,958 | 268.04% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 27,180 | 224 | 0.0% | — | 248 | +27,180 | New | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 26,919 | 222 | 0.01% | 0.01% | 249 | +5,755 | 27.19% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 26,851 | 221 | 0.0% | 0.0% | 250 | -626 | -2.28% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 26,741 | 220 | 0.0% | 0.0% | 251 | +9,832 | 58.15% | Q1 2026 | May 14, 2026 |
| MATAURO, LLC | History | Reduced | 26,475 | 218 | 0.03% | 0.06% | 252 | -4,402 | -14.26% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 26,643 | 214 | 0.0% | 0.0% | 253 | +1,137 | 4.46% | Q1 2026 | May 14, 2026 |
| Themes Management Co LLC | History | Added to | 25,615 | 211 | 0.13% | 0.13% | 254 | +12,655 | 97.65% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 15,178 | 200 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 24,078 | 198 | 0.0% | 0.0% | 256 | +9,964 | 70.6% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 23,897 | 197 | 0.07% | — | 257 | +23,897 | New | Q1 2026 | May 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 23,834 | 196 | 0.14% | 0.27% | 258 | -3,561 | -13.0% | Q1 2026 | May 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 23,725 | 195 | 0.01% | 0.0% | 259 | +4,325 | 22.29% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,485 | 193 | 0.0% | 0.01% | 260 | -472 | -1.97% | Q1 2026 | Apr 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 23,166 | 191 | 0.0% | 0.0% | 261 | -314,299 | -93.14% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 23,225 | 191 | 0.0% | 0.01% | 262 | -27 | -0.12% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,105 | 190 | 0.0% | 0.04% | 263 | -121,683 | -84.04% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | No change | 22,798 | 188 | 0.01% | 0.02% | 264 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,620 | 186 | 0.0% | 0.0% | 265 | +9,133 | 67.72% | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 14,117 | 186 | 0.03% | 0.05% | 266 | -6,476 | -31.45% | Q1 2026 | Apr 22, 2026 |
| Vanguard Capital Wealth Advisors | History | New | 22,400 | 185 | 0.17% | — | 268 | +22,400 | New | Q1 2026 | Apr 21, 2026 |
| Intellectus Partners, LLC | History | No change | 22,450 | 185 | 0.04% | 0.06% | 267 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | History | New | 22,138 | 182 | 0.45% | — | 269 | +22,138 | New | Q1 2026 | Apr 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 21,822 | 180 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 21,545 | 178 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,494 | 177 | 0.0% | 0.0% | 272 | +725 | 3.49% | Q1 2026 | Apr 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,334 | 176 | 0.0% | 0.0% | 273 | +5,913 | 38.34% | Q1 2026 | Apr 23, 2026 |
| Realta Investment Advisors | History | New | 21,035 | 173 | 0.06% | — | 275 | +21,035 | New | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 20,964 | 173 | 0.0% | 0.0% | 274 | +16,697 | 391.31% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 20,351 | 170 | 0.0% | 0.0% | 277 | -79,045 | -79.53% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | Added to | 20,605 | 170 | 0.03% | 0.03% | 276 | +10,200 | 98.03% | Q1 2026 | May 01, 2026 |
| IPG Investment Advisors LLC | History | Added to | 20,000 | 165 | 0.03% | 0.03% | 279 | +6,850 | 52.09% | Q1 2026 | May 12, 2026 |
| Thomasville National Bank | History | No change | 12,500 | 165 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 19,821 | 163 | 0.0% | — | 281 | +19,821 | New | Q1 2026 | Apr 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 19,750 | 163 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | New | 12,246 | 161 | 0.0% | — | 282 | +12,246 | New | Q1 2026 | May 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 19,300 | 159 | 0.04% | 0.05% | 283 | +6,300 | 48.46% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,178 | 158 | 0.0% | 0.0% | 286 | +6,468 | 50.89% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,105 | 158 | 0.0% | 0.01% | 284 | +3,500 | 22.43% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 19,187 | 158 | 0.0% | 0.0% | 287 | -281 | -1.44% | Q1 2026 | May 08, 2026 |
| SPROTT INC. | History | No change | 19,155 | 158 | 0.0% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Added to | 18,733 | 154 | 0.0% | 0.0% | 288 | +623 | 3.44% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 18,478 | 152 | 0.0% | 0.0% | 289 | +395 | 2.18% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 17,933 | 148 | 0.0% | 0.0% | 290 | +1,605 | 9.83% | Q1 2026 | Apr 23, 2026 |
| Evercore Wealth Management, LLC | History | No change | 17,994 | 148 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,884 | 147 | 0.0% | 0.01% | 293 | -4,709 | -20.84% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 17,798 | 147 | 0.0% | 0.0% | 292 | +651 | 3.8% | Q1 2026 | May 13, 2026 |
| Concorde Asset Management, LLC | History | No change | 10,925 | 144 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tyche Wealth Partners LLC | History | No change | 17,400 | 143 | 0.02% | 0.04% | 295 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PEAK6 LLC | History | Reduced | 17,200 | 142 | 0.0% | 0.02% | 296 | -667,700 | -97.49% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,279 | 142 | 0.0% | 0.0% | 297 | -1,430 | -7.64% | Q1 2026 | May 08, 2026 |
| Nautilus Advisors LLC | History | Added to | 17,188 | 141 | 0.1% | 0.11% | 298 | +4,013 | 30.46% | Q1 2026 | Apr 17, 2026 |
| Pallas Capital Advisors LLC | History | New | 16,917 | 139 | 0.01% | — | 300 | +16,917 | New | Q1 2026 | Apr 21, 2026 |
| Ground Swell Capital, LLC | History | New | 16,864 | 139 | 0.27% | — | 299 | +16,864 | New | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 16,566 | 137 | 0.01% | 0.01% | 301 | +2,150 | 14.91% | Q1 2026 | May 01, 2026 |
| Engineers Gate Manager LP | History | New | 16,552 | 136 | 0.0% | — | 302 | +16,552 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 16,425 | 135 | 0.01% | 0.01% | 303 | +2,700 | 19.67% | Q1 2026 | May 15, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 16,461 | 135 | 0.02% | 0.03% | 304 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,173 | 133 | 0.0% | 0.0% | 305 | +1,562 | 10.69% | Q1 2026 | Apr 28, 2026 |
| Verition Fund Management LLC | History | Reduced | 15,909 | 131 | 0.0% | 0.01% | 306 | -110,928 | -87.46% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 15,649 | 129 | 0.0% | 0.0% | 309 | -16,812 | -51.79% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,724 | 129 | 0.0% | 0.0% | 308 | +1,672 | 11.9% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,640 | 129 | 0.0% | 0.0% | 307 | -247 | -1.55% | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | New | 15,440 | 127 | 0.0% | — | 311 | +15,440 | New | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 15,404 | 127 | 0.0% | 0.0% | 310 | +4,186 | 37.32% | Q1 2026 | Apr 07, 2026 |
| Aspiring Ventures, LLC | History | Added to | 15,375 | 126 | 0.04% | 0.06% | 314 | +2,000 | 14.95% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,304 | 126 | 0.0% | 0.0% | 312 | +1,532 | 11.12% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | No change | 15,291 | 126 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 15,212 | 125 | 0.01% | — | 317 | +15,212 | New | Q1 2026 | May 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 15,170 | 125 | 0.06% | — | 315 | +15,170 | New | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | New | 15,170 | 125 | 0.0% | — | 316 | +15,170 | New | Q1 2026 | Apr 08, 2026 |
| TORONTO DOMINION BANK | History | No change | 15,000 | 124 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 15,009 | 123 | 0.0% | 0.0% | 319 | +834 | 5.88% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 14,835 | 122 | 0.0% | 0.0% | 320 | +4,888 | 49.14% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 14,826 | 122 | 0.01% | 0.01% | 321 | +2,441 | 19.71% | Q1 2026 | Apr 22, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 14,700 | 121 | 0.03% | — | 322 | +14,700 | New | Q1 2026 | May 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,625 | 120 | 0.01% | 0.01% | 323 | -8,697 | -37.29% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 14,004 | 115 | 0.0% | 0.0% | 324 | +1,539 | 12.35% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,856 | 114 | 0.0% | 0.0% | 325 | -2,409 | -14.81% | Q1 2026 | Apr 10, 2026 |
| Headland Capital, LLC | History | Added to | 13,900 | 114 | 0.03% | 0.05% | 326 | +1,500 | 12.1% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | New | 13,707 | 113 | 0.0% | — | 327 | +13,707 | New | Q1 2026 | May 11, 2026 |
| Twelve Points Wealth Management LLC | History | New | 13,611 | 112 | 0.02% | — | 330 | +13,611 | New | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | New | 13,584 | 112 | 0.0% | — | 329 | +13,584 | New | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 13,578 | 112 | 0.0% | 0.01% | 328 | +10 | 0.07% | Q1 2026 | May 07, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 13,320 | 110 | 0.0% | 0.01% | 332 | -359 | -2.62% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 13,333 | 110 | 0.01% | 0.02% | 331 | +67 | 0.51% | Q1 2026 | May 11, 2026 |
| Abel Hall, LLC | History | Reduced | 13,139 | 108 | 0.02% | 0.06% | 334 | -4,970 | -27.44% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 13,131 | 108 | 0.0% | 0.0% | 333 | +499 | 3.95% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 13,045 | 107 | 0.0% | 0.0% | 335 | +320 | 2.51% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 12,926 | 106 | 0.0% | 0.0% | 336 | +1,811 | 16.29% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 12,730 | 105 | 0.0% | 0.0% | 337 | -942 | -6.89% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 12,749 | 105 | 0.01% | 0.01% | 338 | -500 | -3.77% | Q1 2026 | Apr 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 12,494 | 103 | 0.01% | — | 339 | +12,494 | New | Q1 2026 | Apr 13, 2026 |
| Cornerstone Capital, Inc. | History | New | 12,450 | 102 | 0.01% | — | 340 | +12,450 | New | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 12,293 | 101 | 0.01% | 0.01% | 341 | +2,700 | 28.15% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | Added to | 12,146 | 100 | 0.0% | 0.0% | 342 | +338 | 2.86% | Q1 2026 | May 12, 2026 |
| Kaizen Financial Strategies | History | Reduced | 10,900 | 100 | 0.04% | 0.06% | 343 | -304 | -2.71% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 12,027 | 99 | 0.0% | 0.0% | 344 | +1,000 | 9.07% | Q1 2026 | Apr 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 11,889 | 98 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Reduced | 11,859 | 97 | 0.04% | 0.26% | 346 | -35,839 | -75.14% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | New | 10,598 | 97 | 0.01% | — | 348 | +10,598 | New | Q1 2026 | May 01, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,774 | 97 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,622 | 94 | 0.0% | 0.0% | 349 | -1,908 | -14.1% | Q1 2026 | May 01, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 11,460 | 94 | 0.04% | 0.05% | 350 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,375 | 93 | 0.0% | 0.0% | 351 | +194 | 1.74% | Q1 2026 | Apr 27, 2026 |
| AlphaQuest LLC | History | No change | 6,979 | 92 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | New | 10,949 | 90 | 0.0% | — | 354 | +10,949 | New | Q1 2026 | May 18, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 11,000 | 90 | 0.04% | 0.04% | 353 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | New | 10,775 | 89 | 0.0% | — | 355 | +10,775 | New | Q1 2026 | May 12, 2026 |
| PIAR LLC | History | New | 10,763 | 88 | 0.07% | — | 358 | +10,763 | New | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 10,674 | 88 | 0.0% | — | 357 | +10,674 | New | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,679 | 88 | 0.0% | 0.0% | 356 | -5,584 | -34.34% | Q1 2026 | May 04, 2026 |
| Blackstone Inc. | History | New | 10,580 | 87 | 0.0% | — | 362 | +10,580 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 10,632 | 87 | 0.0% | 0.0% | 361 | -3,217 | -23.23% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,623 | 87 | 0.0% | 0.0% | 360 | -262 | -2.41% | Q1 2026 | May 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 10,000 | 87 | 0.07% | 0.13% | 359 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PROFUND ADVISORS LLC | History | New | 10,479 | 86 | 0.0% | — | 364 | +10,479 | New | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Added to | 10,507 | 86 | 0.0% | 0.0% | 363 | +374 | 3.69% | Q1 2026 | May 12, 2026 |
| Harold Davidson & Associates Inc. | History | Reduced | 10,318 | 85 | 0.04% | 0.07% | 365 | -1,000 | -8.84% | Q1 2026 | Apr 30, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 10,300 | 85 | 0.06% | 0.11% | 367 | -1,000 | -8.85% | Q1 2026 | Apr 10, 2026 |
| Meritas Wealth Management, LLC | History | No change | 10,314 | 85 | 0.04% | 0.07% | 366 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 10,104 | 83 | 0.0% | — | 370 | +10,104 | New | Q1 2026 | May 15, 2026 |
| RESOLUTE CAPITAL, LLC | History | Reduced | 10,063 | 83 | 0.03% | 0.06% | 368 | -10 | -0.1% | Q1 2026 | May 12, 2026 |
| INTERCAPITAL, LLC | History | No change | 10,100 | 83 | 0.03% | 0.05% | 369 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 10,012 | 82 | 0.0% | — | 372 | +10,012 | New | Q1 2026 | May 15, 2026 |
| Herold Advisors, Inc. | History | No change | 10,000 | 82 | 0.02% | 0.03% | 371 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 9,518 | 78 | 0.0% | 0.0% | 373 | +1,158 | 13.85% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | New | 9,363 | 77 | 0.01% | — | 374 | +9,363 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 9,051 | 74 | 0.0% | 0.0% | 375 | +627 | 7.44% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 8,952 | 73 | 0.01% | 0.17% | 376 | -43,304 | -82.87% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 8,700 | 71 | 0.01% | 0.01% | 377 | -61 | -0.7% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,345 | 70 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,644 | 63 | 0.0% | 0.0% | 379 | +1,239 | 19.34% | Q1 2026 | May 07, 2026 |
| KBC Group NV | History | No change | 7,634 | 63 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | New | 7,500 | 61 | 0.01% | — | 381 | +7,500 | New | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,256 | 56 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 6,523 | 53 | 0.0% | 0.0% | 383 | +642 | 10.92% | Q1 2026 | Apr 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 8,727 | 52 | 0.02% | — | 384 | +8,727 | New | Q1 2026 | May 13, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 5,765 | 47 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NFSG Corp | History | No change | 5,760 | 47 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strive Financial Group ,LLC | History | New | 5,450 | 45 | 0.02% | — | 389 | +5,450 | New | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,450 | 45 | 0.0% | 0.01% | 388 | -350 | -6.03% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | No change | 5,217 | 45 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,385 | 44 | 0.0% | 0.0% | 391 | +2,630 | 95.46% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,368 | 44 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 5,100 | 42 | 0.0% | — | 393 | +5,100 | New | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,135 | 42 | 0.0% | 0.0% | 392 | -877 | -14.59% | Q1 2026 | May 07, 2026 |
| Longview Financial Advisors LLC | History | No change | 5,000 | 41 | 0.02% | 0.04% | 394 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | New | 4,535 | 37 | 0.0% | — | 395 | +4,535 | New | Q1 2026 | May 19, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 4,412 | 36 | 0.01% | 0.01% | 396 | +1,737 | 64.93% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Added to | 4,351 | 35 | 0.0% | 0.0% | 397 | +3,250 | 295.19% | Q1 2026 | Apr 27, 2026 |
| DV EQUITIES, LLC | History | No change | 2,500 | 33 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 4,000 | 33 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,797 | 31 | 0.0% | 0.0% | 400 | +618 | 19.44% | Q1 2026 | Apr 22, 2026 |
| Pandora Wealth, Inc. | History | No change | 2,400 | 31 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,623 | 29 | 0.0% | 0.0% | 402 | +523 | 16.87% | Q1 2026 | May 15, 2026 |
| Hickory Point Bank & Trust | History | New | 3,500 | 28 | 0.02% | — | 404 | +3,500 | New | Q1 2026 | Apr 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,500 | 28 | 0.0% | 0.0% | 403 | +2,418 | 223.48% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,337 | 27 | 0.0% | 0.0% | 406 | +2,323 | 229.09% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,360 | 27 | 0.0% | 0.0% | 405 | +1,772 | 111.59% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 2,964 | 24 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,816 | 23 | 0.0% | 0.0% | 408 | +1,650 | 141.51% | Q1 2026 | May 19, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,785 | 23 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,730 | 22 | 0.01% | 0.02% | 410 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | New | 2,570 | 21 | 0.0% | — | 411 | +2,570 | New | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 2,425 | 20 | 0.0% | 0.0% | 412 | +500 | 25.97% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,514 | 19 | 0.0% | 0.0% | 413 | +1,213 | 93.24% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,000 | 17 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Centerpoint Advisors, LLC | History | No change | 2,100 | 17 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2,096 | 17 | 0.01% | 0.02% | 416 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 2,000 | 16 | 0.0% | — | 422 | +2,000 | New | Q1 2026 | Apr 14, 2026 |
| NVWM, LLC | History | Added to | 2,000 | 16 | 0.0% | 0.0% | 419 | +1,000 | 100.0% | Q1 2026 | Apr 27, 2026 |
| Orion Capital Management LLC | History | Added to | 1,968 | 16 | 0.01% | 0.01% | 420 | +245 | 14.22% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 2,057 | 16 | 0.0% | 0.01% | 418 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 2,000 | 16 | 0.0% | 0.01% | 421 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,774 | 14 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,085 | 14 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Asset Planning,Inc | History | No change | 1,700 | 14 | 0.01% | 0.02% | 425 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,800 | 14 | 0.01% | 0.02% | 426 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,632 | 13 | 0.0% | 0.0% | 428 | -4,224 | -72.13% | Q1 2026 | Apr 07, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,582 | 13 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,000 | 13 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,540 | 12 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DAGCO, INC. | History | No change | 1,500 | 12 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | Added to | 1,336 | 11 | 0.0% | 0.0% | 432 | +18 | 1.37% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,317 | 10 | 0.0% | 0.0% | 433 | +645 | 95.98% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,225 | 10 | 0.0% | 0.01% | 434 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SHP Wealth Management | History | Added to | 1,178 | 9 | 0.0% | 0.0% | 436 | +1,025 | 669.93% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,162 | 9 | 0.0% | 0.0% | 435 | +91 | 8.5% | Q1 2026 | Apr 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,200 | 9 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ORG Partners LLC | History | No change | 715 | 9 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Vision Retirement, LLC | History | No change | 1,100 | 9 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Caldwell Trust Co | History | No change | 1,160 | 9 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | New | 16,500 | 8 | 0.0% | — | 446 | +16,500 | New | Q1 2026 | Apr 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,000 | 8 | 0.0% | — | 447 | +1,000 | New | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | New | 1,000 | 8 | 0.0% | — | 448 | +1,000 | New | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 970 | 8 | 0.0% | 0.0% | 441 | -87 | -8.23% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | No change | 661 | 8 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 972 | 8 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| JDM Financial Group LLC | History | No change | 1,000 | 8 | 0.0% | 0.01% | 445 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| SouthState Bank Corp | History | New | 880 | 7 | 0.0% | — | 452 | +880 | New | Q1 2026 | May 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 848 | 7 | 0.0% | 0.0% | 449 | +72 | 9.28% | Q1 2026 | Apr 24, 2026 |
| Basepoint Wealth LLC | History | Added to | 895 | 7 | 0.0% | 0.01% | 451 | +1 | 0.11% | Q1 2026 | May 07, 2026 |
| Nemes Rush Group LLC | History | No change | 855 | 7 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 635 | 5 | 0.0% | — | 459 | +635 | New | Q1 2026 | Apr 15, 2026 |
| American Capital Advisory, LLC | History | Added to | 685 | 5 | 0.0% | 0.0% | 457 | +103 | 17.7% | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 550 | 5 | 0.0% | 0.0% | 453 | +50 | 10.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 614 | 5 | 0.0% | 0.0% | 454 | +2 | 0.33% | Q1 2026 | May 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 700 | 5 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | No change | 726 | 5 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 705 | 5 | 0.0% | 0.01% | 458 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 517 | 4 | 0.0% | — | 470 | +517 | New | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | Reduced | 499 | 4 | 0.0% | 0.01% | 465 | -380 | -43.23% | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 515 | 4 | 0.0% | 0.0% | 469 | +100 | 24.1% | Q1 2026 | Apr 14, 2026 |
| Aspect Partners, LLC | History | Added to | 581 | 4 | 0.0% | 0.0% | 467 | +35 | 6.41% | Q1 2026 | Apr 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 500 | 4 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 588 | 4 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WEBSTER BANK, N. A. | History | No change | 500 | 4 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 550 | 4 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Fairscale Capital, LLC | History | No change | 563 | 4 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 416 | 3 | 0.0% | 0.01% | 472 | -10,200 | -96.08% | Q1 2026 | Apr 30, 2026 |
| HOEY INVESTMENTS, INC | History | New | 400 | 3 | 0.0% | — | 479 | +400 | New | Q1 2026 | Apr 28, 2026 |
| Monetary Solutions, Ltd | History | Added to | 400 | 3 | 0.0% | 0.0% | 478 | +150 | 60.0% | Q1 2026 | May 01, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 387 | 3 | 0.0% | 0.0% | 477 | -18 | -4.44% | Q1 2026 | Apr 29, 2026 |
| CITY HOLDING CO | History | No change | 400 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bogart Wealth, LLC | History | No change | 388 | 3 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Front Row Advisors LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 387 | 3 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Avion Wealth | History | No change | 467 | 3 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Elequin Capital, LP | History | New | 362 | 2 | 0.0% | — | 496 | +362 | New | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 350 | 2 | 0.0% | — | 495 | +350 | New | Q1 2026 | Apr 13, 2026 |
| Gould Capital, LLC | History | New | 300 | 2 | 0.0% | — | 497 | +300 | New | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 265 | 2 | 0.0% | — | 498 | +265 | New | Q1 2026 | Apr 08, 2026 |
| NBT BANK N A /NY | History | Added to | 250 | 2 | 0.0% | 0.0% | 480 | +237 | 1823.08% | Q1 2026 | Apr 28, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 300 | 2 | 0.0% | 0.0% | 487 | +200 | 200.0% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | Added to | 360 | 2 | 0.0% | 0.0% | 491 | +140 | 63.64% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | Added to | 250 | 2 | 0.0% | 0.0% | 490 | +50 | 25.0% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 250 | 2 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 250 | 2 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 350 | 2 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CKW FINANCIAL GROUP | History | No change | 300 | 2 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 344 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tower View Wealth Management LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 2 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 300 | 2 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tidemark, LLC | History | No change | 267 | 2 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parvin Asset Management, LLC | History | No change | 251 | 2 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 200 | 1 | 0.0% | 0.1% | 506 | -8,800 | -97.78% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 235 | 1 | 0.0% | — | 508 | +235 | New | Q1 2026 | May 11, 2026 |
| Evergreen Advisors, LLC | History | New | 136 | 1 | 0.0% | — | 507 | +136 | New | Q1 2026 | May 05, 2026 |
| PlanVest Financial, Inc | History | New | 130 | 1 | 0.0% | — | 512 | +130 | New | Q1 2026 | May 14, 2026 |
| SWAN Capital LLC | History | New | 125 | 1 | 0.0% | — | 511 | +125 | New | Q1 2026 | May 14, 2026 |
| Leo H. Evart, Inc. | History | New | 122 | 1 | 0.0% | — | 510 | +122 | New | Q1 2026 | May 13, 2026 |
| RMG Wealth Management LLC | History | New | 100 | 1 | 0.0% | — | 509 | +100 | New | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 213 | 1 | 0.0% | 0.0% | 501 | -36 | -14.46% | Q1 2026 | Apr 17, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 216 | 1 | 0.0% | 0.0% | 502 | +15 | 7.46% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 142 | 1 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 82 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gen-Wealth Partners Inc | History | No change | 200 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 163 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CURIO WEALTH, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -700,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -485,519 | -100.0% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -434,555 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.03% | — | -261,925 | -100.0% | Q1 2026 | May 15, 2026 |
| AXIOM INVESTORS LLC /DE | History | Closed out | 0 | 0 | — | 0.03% | — | -224,715 | -100.0% | Q1 2026 | May 14, 2026 |
| REX Advisers, LLC | History | Closed out | 0 | 0 | — | 1.77% | — | -148,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.47% | — | -147,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -78,300 | -100.0% | Q1 2026 | May 07, 2026 |
| Williamson Legacy Group, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -75,639 | -100.0% | Q1 2026 | May 13, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -70,399 | -100.0% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -65,300 | -100.0% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -49,500 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -43,856 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,565 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital CS Group, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -41,870 | -100.0% | Q1 2026 | May 13, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.42% | — | -41,146 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,720 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -33,143 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,127 | -100.0% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,654 | -100.0% | Q1 2026 | May 08, 2026 |
| Cooper Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -25,210 | -100.0% | Q1 2026 | May 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -24,068 | -100.0% | Q1 2026 | May 12, 2026 |
| T3 Companies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,800 | -100.0% | Q1 2026 | May 07, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,889 | -100.0% | Q1 2026 | May 04, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -19,515 | -100.0% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -18,356 | -100.0% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,193 | -100.0% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,576 | -100.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,510 | -100.0% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,478 | -100.0% | Q1 2026 | May 08, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,100 | -100.0% | Q1 2026 | May 08, 2026 |
| Arcadia Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -15,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,404 | -100.0% | Q1 2026 | Apr 13, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -13,499 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,279 | -100.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,817 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -11,900 | -100.0% | Q1 2026 | May 08, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,834 | -100.0% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,121 | -100.0% | Q1 2026 | May 14, 2026 |
| Defender Capital, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,150 | -100.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 16 | 0 | — | 0.0% | — | -2,000 | -99.21% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,847 | -100.0% | Q1 2026 | May 15, 2026 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q1 2026 | May 05, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 20 | 0 | — | 0.01% | — | -1,035 | -98.1% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -926 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -913 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 25 | 0 | — | 0.0% | — | -575 | -95.83% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q1 2026 | May 12, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -500 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -468 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q1 2026 | May 14, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -243 | -100.0% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -200 | -85.11% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -166 | -91.71% | Q1 2026 | Apr 29, 2026 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Reduced | 10 | 0 | — | 0.0% | — | -114 | -91.94% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 04, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 08, 2026 |
| Sunrise Financial Services, LLC | History | New | 84 | 0 | — | — | — | +84 | New | Q1 2026 | Apr 29, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -83 | -45.36% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | New | 65 | 0 | — | — | — | +65 | New | Q1 2026 | Apr 28, 2026 |
| Marquette Asset Management, LLC | History | Added to | 54 | 0 | — | — | — | +52 | 2600.0% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 08, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 49 | 0 | — | — | — | +49 | New | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -48 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q1 2026 | May 14, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | Apr 27, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 54 | 0 | — | 0.0% | — | -25 | -31.65% | Q1 2026 | Apr 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 7 | 0 | — | — | — | -20 | -74.07% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 90 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CVA Family Office, LLC | History | No change | 93 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HighMark Wealth Management LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | No change | 113 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dogwood Wealth Management LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McMillan Office, Inc. | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |