KB Financial Group Inc. - KB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,509,789 | 250,265 | 0.05% | 0.05% | 1 | -71,734 | -2.78% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 2,206,764 | 220,080 | 0.0% | 0.0% | 2 | +464,747 | 26.68% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,457,537 | 145,360 | 0.24% | 0.21% | 3 | +39,764 | 2.8% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,151,361 | 114,825 | 0.01% | 0.01% | 4 | +71,309 | 6.6% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,068,416 | 106,553 | 0.01% | 0.01% | 5 | +180,590 | 20.34% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,040,325 | 103,751 | 0.05% | 0.04% | 6 | +99,497 | 10.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 896,249 | 89,382 | 0.01% | 0.01% | 7 | -9,663 | -1.07% | Q1 2026 | May 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 557,427 | 55,593 | 1.09% | 0.93% | 8 | +2,687 | 0.48% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 526,926 | 52,550 | 0.06% | 0.02% | 9 | +331,459 | 169.57% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 411,657 | 41,054 | 0.09% | 0.13% | 10 | -169,799 | -29.2% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 399,545 | 39,846 | 0.02% | 0.04% | 11 | -410,675 | -50.69% | Q1 2026 | May 14, 2026 |
| Orbis Allan Gray Ltd | History | Reduced | 360,611 | 35,963 | 0.15% | 0.14% | 12 | -18,174 | -4.8% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | New | 349,604 | 34,866 | 0.22% | — | 13 | +349,604 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 347,200 | 34,626 | 0.27% | 0.22% | 14 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 342,236 | 34,131 | 0.01% | 0.0% | 15 | +53,952 | 18.71% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 292,370 | 29,158 | 0.0% | — | 16 | +292,370 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 298,563 | 25,688 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 250,888 | 25,021 | 0.04% | 0.03% | 18 | +1,267 | 0.51% | Q1 2026 | May 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 251,197 | 24,496 | 0.06% | — | 19 | +251,197 | New | Q1 2026 | May 07, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 236,513 | 24,013 | 2.89% | 2.5% | 20 | +16,611 | 7.55% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 238,750 | 23,810 | 0.01% | 0.0% | 21 | +65,465 | 37.78% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 215,889 | 21,530 | 0.0% | 0.0% | 22 | +40,784 | 23.29% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 198,470 | 19,793 | 0.02% | 0.02% | 23 | +15,267 | 8.33% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 184,039 | 18,354 | 0.01% | 0.01% | 24 | +40,489 | 28.21% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 163,006 | 16,256 | 0.12% | 0.1% | 25 | -45 | -0.03% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 160,791 | 16,035 | 0.0% | 0.0% | 26 | -38,165 | -19.18% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 156,408 | 15,598 | 0.08% | 0.07% | 27 | +16,781 | 12.02% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 151,491 | 15,108 | 0.0% | 0.0% | 28 | +59,595 | 64.85% | Q1 2026 | May 05, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 130,613 | 13,026 | 1.6% | 1.32% | 29 | +8,589 | 7.04% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 130,220 | 12,987 | 0.02% | 0.01% | 30 | +8,269 | 6.78% | Q1 2026 | May 13, 2026 |
| Promethos Capital, LLC | History | Added to | 119,855 | 11,953 | 3.21% | 2.8% | 31 | +290 | 0.24% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 119,413 | 11,908 | 0.0% | 0.0% | 32 | +953 | 0.8% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 117,200 | 11,688 | 0.01% | 0.01% | 33 | +2,771 | 2.42% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 109,201 | 10,874 | 0.01% | 0.01% | 34 | -4,874 | -4.27% | Q1 2026 | Apr 30, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 106,751 | 10,646 | 0.11% | 0.1% | 35 | -3,979 | -3.59% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 105,013 | 10,435 | 0.01% | 0.0% | 36 | +104,649 | 28749.73% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 101,805 | 10,153 | 0.02% | 0.01% | 37 | +28,546 | 38.97% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 86,613 | 8,626 | 0.0% | 0.01% | 38 | -675,300 | -88.63% | Q1 2026 | May 13, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 83,474 | 8,324 | 0.01% | 0.0% | 39 | +80,359 | 2579.74% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 80,585 | 8,121 | 0.18% | 0.14% | 40 | +3,412 | 4.42% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Added to | 80,019 | 7,980 | 0.12% | 0.09% | 41 | +11,433 | 16.67% | Q1 2026 | Apr 27, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 79,426 | 7,745 | 0.01% | 0.0% | 42 | +8,977 | 12.74% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Reduced | 75,481 | 7,527 | 0.01% | 0.01% | 43 | -24,181 | -24.26% | Q1 2026 | May 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 74,770 | 7,456 | 0.0% | 0.0% | 44 | -17,773 | -19.21% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 68,020 | 6,783 | 0.07% | 0.05% | 45 | +7,845 | 13.04% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 65,684 | 6,550 | 0.08% | 0.08% | 46 | -13,987 | -17.56% | Q1 2026 | May 13, 2026 |
| Henry James International Management Inc. | History | Added to | 63,036 | 6,286 | 2.27% | 1.71% | 47 | +20 | 0.03% | Q1 2026 | Apr 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 70,600 | 6,074 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trinity Street Asset Management LLP | History | No change | 60,763 | 6,059 | 0.42% | 0.33% | 49 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 59,946 | 5,978 | 0.9% | 0.86% | 50 | -3,172 | -5.03% | Q1 2026 | Apr 08, 2026 |
| Capital Research Global Investors | History | Reduced | 60,488 | 5,898 | 0.0% | 0.0% | 51 | -1,698 | -2.73% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 58,635 | 5,844 | 0.01% | 0.01% | 52 | -30,653 | -34.33% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 58,243 | 5,808 | 0.05% | 0.04% | 53 | +6,482 | 12.52% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 53,032 | 5,288 | 0.09% | 0.08% | 54 | +2,620 | 5.2% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,821 | 5,168 | 0.0% | 0.0% | 55 | +3,622 | 7.51% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 50,801 | 5,066 | 0.0% | 0.0% | 56 | -12,951 | -20.31% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | New | 50,073 | 4,993 | 0.08% | — | 57 | +50,073 | New | Q1 2026 | Apr 13, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 49,961 | 4,982 | 0.06% | 0.05% | 58 | -1,354 | -2.64% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 49,812 | 4,967 | 0.15% | 0.1% | 59 | +10,743 | 27.5% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 49,575 | 4,944 | 0.0% | 0.0% | 60 | -4,207 | -7.82% | Q1 2026 | May 11, 2026 |
| Life Cycle Investment Partners Ltd | History | New | 47,650 | 4,752 | 0.03% | — | 61 | +47,650 | New | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 44,868 | 4,474 | 0.01% | 0.03% | 62 | -56,969 | -55.94% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 40,474 | 4,036 | 0.0% | 0.0% | 63 | +2,451 | 6.45% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 40,273 | 4,016 | 0.0% | 0.0% | 64 | +13,408 | 49.91% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 40,121 | 4,001 | 0.0% | 0.0% | 65 | +30,517 | 317.75% | Q1 2026 | May 06, 2026 |
| Calamos Advisors LLC | History | New | 38,525 | 3,842 | 0.01% | — | 67 | +38,525 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 38,525 | 3,842 | 0.13% | 0.12% | 66 | -3,375 | -8.05% | Q1 2026 | May 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 38,413 | 3,830 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Added to | 38,213 | 3,810 | 0.01% | 0.0% | 69 | +5,252 | 15.93% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 37,760 | 3,765 | 0.0% | 0.0% | 70 | -16,250 | -30.09% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 36,956 | 3,685 | 0.0% | — | 71 | +36,956 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 35,521 | 3,542 | 0.0% | 0.0% | 72 | +2,553 | 7.74% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 34,789 | 3,469 | 0.01% | 0.01% | 73 | -10,766 | -23.63% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 34,330 | 3,423 | 0.0% | 0.0% | 74 | +6,477 | 23.25% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 33,789 | 3,365 | 0.0% | 0.0% | 75 | +2,457 | 7.84% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 32,573 | 3,253 | 0.01% | 0.01% | 76 | +3,505 | 12.06% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 37,003 | 3,183 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 31,771 | 3,168 | 0.0% | 0.0% | 78 | -12,025 | -27.46% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 29,871 | 2,979 | 0.0% | 0.0% | 79 | -130,126 | -81.33% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 28,911 | 2,883 | 0.26% | 0.24% | 80 | +152 | 0.53% | Q1 2026 | Apr 24, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 28,216 | 2,813 | 0.05% | 0.03% | 81 | +6,925 | 32.53% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 27,328 | 2,725 | 0.04% | 0.03% | 82 | +2,961 | 12.15% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 26,711 | 2,663 | 0.04% | 0.03% | 83 | +556 | 2.13% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,456 | 2,638 | 0.0% | 0.0% | 84 | +8,574 | 47.95% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 26,434 | 2,636 | 0.0% | 0.0% | 85 | +2,549 | 10.67% | Q1 2026 | May 14, 2026 |
| Capital World Investors | History | Reduced | 26,469 | 2,581 | 0.0% | 0.0% | 86 | -743 | -2.73% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 25,405 | 2,533 | 0.0% | 0.0% | 87 | -55,921 | -68.76% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 24,973 | 2,490 | 0.01% | 0.01% | 88 | +6,064 | 32.07% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,592 | 2,452 | 0.0% | 0.0% | 89 | +15,014 | 156.76% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 24,289 | 2,422 | 0.04% | 0.03% | 90 | -1,621 | -6.26% | Q1 2026 | May 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 23,983 | 2,391 | 0.13% | 0.15% | 91 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 23,567 | 2,350 | 0.01% | 0.01% | 92 | -3,914 | -14.24% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 23,461 | 2,339 | 0.0% | 0.0% | 93 | +13,164 | 127.84% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 23,370 | 2,330 | 0.01% | 0.01% | 94 | +2,001 | 9.36% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Added to | 23,312 | 2,324 | 0.38% | 0.34% | 95 | +238 | 1.03% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 22,149 | 2,169 | 0.0% | 0.0% | 96 | +4,355 | 24.47% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,042 | 2,149 | 0.0% | 0.0% | 97 | -33,168 | -60.08% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 21,330 | 2,127 | 0.01% | 0.01% | 98 | -1,520 | -6.65% | Q1 2026 | May 05, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | New | 20,314 | 2,025 | 0.41% | — | 99 | +20,314 | New | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 20,297 | 2,024 | 0.0% | 0.0% | 100 | +8,546 | 72.73% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,424 | 1,937 | 0.02% | 0.01% | 101 | -4,190 | -17.74% | Q1 2026 | May 13, 2026 |
| Amundi | History | Reduced | 19,320 | 1,926 | 0.0% | 0.0% | 102 | -809 | -4.02% | Q1 2026 | May 15, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | No change | 19,023 | 1,897 | 0.01% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 18,338 | 1,828 | 0.0% | 0.0% | 104 | +766 | 4.36% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Reduced | 17,769 | 1,790 | 0.04% | 0.03% | 105 | -477 | -2.61% | Q1 2026 | May 11, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 17,500 | 1,745 | 0.32% | 0.25% | 106 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 17,448 | 1,740 | 0.11% | 0.06% | 107 | +5,552 | 46.67% | Q1 2026 | Apr 29, 2026 |
| PCM Encore, LLC | History | Added to | 17,373 | 1,732 | 0.36% | 0.3% | 108 | +768 | 4.63% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 16,694 | 1,664 | 0.03% | 0.01% | 109 | +11,753 | 237.87% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | New | 16,543 | 1,649 | 0.3% | — | 110 | +16,543 | New | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 16,321 | 1,627 | 0.0% | 0.0% | 111 | -3,721 | -18.57% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 16,106 | 1,606 | 0.0% | 0.0% | 112 | +1,894 | 13.33% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,084 | 1,604 | 0.01% | 0.01% | 113 | -2,601 | -13.92% | Q1 2026 | Jun 02, 2026 |
| GREENLEAF TRUST | History | Added to | 15,202 | 1,516 | 0.01% | 0.01% | 114 | +561 | 3.83% | Q1 2026 | Apr 27, 2026 |
| Solstein Capital, LLC | History | No change | 14,987 | 1,494 | 0.61% | 0.52% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 14,255 | 1,422 | 0.0% | 0.0% | 116 | -5,845 | -29.08% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 13,897 | 1,385 | 0.02% | 0.01% | 117 | +1,984 | 16.65% | Q1 2026 | May 05, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 13,225 | 1,318 | 0.06% | 0.02% | 118 | +7,700 | 139.37% | Q1 2026 | May 11, 2026 |
| LGT Group Foundation | History | Reduced | 13,020 | 1,298 | 0.02% | 0.01% | 119 | -249 | -1.88% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Added to | 12,960 | 1,292 | 0.04% | 0.03% | 120 | +422 | 3.37% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 12,793 | 1,275 | 0.01% | 0.01% | 121 | -8,532 | -40.01% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,699 | 1,266 | 0.02% | 0.02% | 122 | +1,654 | 14.98% | Q1 2026 | Jun 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,517 | 1,248 | 0.0% | 0.0% | 123 | +7,540 | 151.5% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Added to | 12,438 | 1,240 | 0.0% | 0.0% | 124 | +12,229 | 5851.2% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 12,184 | 1,215 | 0.01% | — | 125 | +12,184 | New | Q1 2026 | Apr 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 12,151 | 1,190 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 11,663 | 1,163 | 0.0% | 0.0% | 127 | -429 | -3.55% | Q1 2026 | May 01, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 11,600 | 1,156 | 0.4% | 0.13% | 128 | +3,700 | 46.84% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,012 | 1,098 | 0.0% | 0.0% | 129 | +862 | 8.49% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 11,012 | 1,098 | 0.04% | 0.03% | 130 | -149 | -1.34% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 10,537 | 1,088 | 0.0% | 0.0% | 131 | +1,125 | 11.95% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 10,882 | 1,085 | 0.02% | 0.02% | 132 | -321 | -2.87% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 10,609 | 1,058 | 0.26% | 0.17% | 133 | +2,482 | 30.54% | Q1 2026 | Apr 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 10,687 | 1,049 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,433 | 1,040 | 0.0% | 0.0% | 135 | +267 | 2.63% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,319 | 1,029 | 0.0% | 0.0% | 136 | -16,670 | -61.77% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,319 | 1,029 | 0.0% | 0.0% | 137 | +1,736 | 20.23% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 10,225 | 1,018 | 0.0% | 0.0% | 138 | -4,261 | -29.41% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Added to | 10,165 | 1,013 | 0.03% | 0.02% | 139 | +4,155 | 69.13% | Q1 2026 | Apr 29, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 10,021 | 999 | 0.05% | 0.05% | 140 | -186 | -1.82% | Q1 2026 | May 11, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Reduced | 9,906 | 987 | 0.01% | 0.02% | 141 | -9,918 | -50.03% | Q1 2026 | May 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,856 | 982 | 0.01% | 0.01% | 142 | -4,894 | -33.18% | Q1 2026 | May 05, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 9,809 | 978 | 0.0% | 0.0% | 143 | +7,221 | 279.02% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,800 | 977 | 0.0% | 0.0% | 144 | -5,290 | -35.06% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,711 | 968 | 0.0% | 0.0% | 145 | -9,500 | -49.45% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 9,615 | 963 | 0.01% | 0.01% | 146 | -289 | -2.92% | Q1 2026 | May 08, 2026 |
| PDS Planning, Inc | History | Added to | 9,509 | 948 | 0.06% | 0.05% | 147 | +625 | 7.04% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 9,321 | 929 | 0.01% | 0.01% | 148 | +313 | 3.47% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,093 | 906 | 0.03% | 0.02% | 149 | +2,967 | 48.43% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 8,941 | 891 | 0.0% | 0.0% | 150 | -6,400 | -41.72% | Q1 2026 | May 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 8,800 | 877 | 0.05% | 0.01% | 151 | +5,800 | 193.33% | Q1 2026 | Apr 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 8,450 | 876 | 0.05% | 0.05% | 152 | +344 | 4.24% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 8,555 | 853 | 0.0% | 0.0% | 153 | +4,851 | 130.97% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,443 | 842 | 0.0% | 0.0% | 154 | +2,622 | 45.04% | Q1 2026 | May 05, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 8,275 | 825 | 0.27% | 0.27% | 155 | -1,235 | -12.99% | Q1 2026 | Apr 22, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 8,250 | 822 | 0.06% | 0.05% | 156 | +250 | 3.13% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 7,390 | 809 | 0.11% | 0.11% | 157 | +784 | 11.87% | Q1 2026 | May 11, 2026 |
| Advisors Preferred, LLC | History | Added to | 8,028 | 800 | 0.12% | 0.06% | 158 | +4,063 | 102.47% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,010 | 798 | 0.01% | 0.01% | 159 | -39 | -0.48% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,950 | 792 | 0.0% | 0.0% | 160 | +9 | 0.11% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 7,887 | 786 | 0.0% | 0.0% | 161 | +1,216 | 18.23% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 7,605 | 759 | 0.0% | 0.0% | 162 | +757 | 11.05% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 7,497 | 747 | 0.04% | 0.03% | 163 | +1,929 | 34.64% | Q1 2026 | Apr 21, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,359 | 733 | 0.03% | 0.02% | 164 | -996 | -11.92% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 7,136 | 711 | 0.01% | — | 165 | +7,136 | New | Q1 2026 | May 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 6,997 | 697 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | New | 6,949 | 693 | 0.0% | — | 167 | +6,949 | New | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,920 | 690 | 0.0% | 0.0% | 168 | +3,102 | 81.25% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | Added to | 6,903 | 688 | 0.08% | 0.05% | 169 | +2,333 | 51.05% | Q1 2026 | Apr 14, 2026 |
| Canopy Partners, LLC | History | Added to | 6,839 | 682 | 0.23% | 0.19% | 170 | +34 | 0.5% | Q1 2026 | May 11, 2026 |
| Systematic Alpha Investments, LLC | History | Added to | 6,600 | 658 | 0.02% | 0.01% | 171 | +3,000 | 83.33% | Q1 2026 | May 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,588 | 656 | 0.0% | 0.0% | 172 | -21,281 | -76.36% | Q1 2026 | Apr 08, 2026 |
| Summit Global Investments | History | Added to | 6,573 | 656 | 0.04% | 0.03% | 173 | +29 | 0.44% | Q1 2026 | May 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 6,560 | 654 | 0.07% | 0.09% | 174 | -2,748 | -29.52% | Q1 2026 | May 11, 2026 |
| West Family Investments, Inc. | History | Reduced | 6,269 | 625 | 0.22% | 0.22% | 175 | -4,546 | -42.03% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,052 | 603 | 0.0% | 0.0% | 176 | -1,866 | -23.57% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 5,663 | 564 | 0.0% | — | 177 | +5,663 | New | Q1 2026 | May 15, 2026 |
| SG Trading Solutions, LLC | History | No change | 6,540 | 563 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,556 | 554 | 0.0% | 0.0% | 179 | +914 | 19.69% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 5,505 | 549 | 0.0% | — | 180 | +5,505 | New | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,245 | 523 | 0.01% | 0.01% | 181 | -67 | -1.26% | Q1 2026 | May 18, 2026 |
| Naviter Wealth, LLC | History | Added to | 5,018 | 500 | 0.06% | 0.05% | 182 | +395 | 8.54% | Q1 2026 | Apr 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,011 | 499 | 0.01% | 0.01% | 183 | +492 | 10.89% | Q1 2026 | May 14, 2026 |
| JBF Capital, Inc. | History | Reduced | 5,000 | 498 | 0.07% | 0.07% | 184 | -500 | -9.09% | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,895 | 488 | 0.0% | 0.0% | 185 | +1,640 | 50.38% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 4,829 | 481 | 0.0% | — | 186 | +4,829 | New | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,726 | 471 | 0.0% | 0.0% | 187 | -34,982 | -88.1% | Q1 2026 | May 06, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 4,654 | 464 | 0.01% | 0.01% | 188 | +87 | 1.9% | Q1 2026 | Apr 01, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 4,631 | 461 | 0.0% | 0.01% | 189 | -44 | -0.94% | Q1 2026 | May 12, 2026 |
| Candriam S.C.A. | History | No change | 4,603 | 459 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,591 | 457 | 0.01% | 0.01% | 191 | +739 | 19.18% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 4,529 | 456 | 0.0% | 0.0% | 192 | +1,139 | 33.6% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,437 | 447 | 0.0% | 0.0% | 193 | +229 | 5.44% | Q1 2026 | Apr 07, 2026 |
| Savant Capital, LLC | History | Added to | 4,429 | 441 | 0.0% | 0.0% | 194 | +688 | 18.39% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,289 | 427 | 0.02% | 0.01% | 195 | +1,421 | 49.55% | Q1 2026 | May 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 4,094 | 408 | 0.01% | 0.01% | 196 | -313 | -7.1% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,026 | 401 | 0.01% | 0.01% | 197 | +45 | 1.13% | Q1 2026 | Apr 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,956 | 395 | 0.01% | 0.0% | 198 | +844 | 27.12% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | New | 3,948 | 393 | 0.0% | — | 199 | +3,948 | New | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 3,880 | 386 | 0.0% | 0.0% | 200 | +171 | 4.61% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | New | 3,778 | 376 | 0.0% | — | 202 | +3,778 | New | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Added to | 3,774 | 376 | 0.01% | 0.01% | 201 | +181 | 5.04% | Q1 2026 | Apr 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 3,657 | 364 | 0.02% | 0.01% | 203 | +1,241 | 51.37% | Q1 2026 | Apr 21, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 3,646 | 363 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,593 | 358 | 0.0% | 0.0% | 205 | +2,966 | 473.05% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 3,521 | 354 | 0.0% | — | 206 | +3,521 | New | Q1 2026 | May 12, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 3,547 | 353 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 3,493 | 348 | 0.04% | 0.03% | 208 | +744 | 27.06% | Q1 2026 | Apr 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 3,447 | 343 | 0.07% | 0.06% | 209 | -68 | -1.93% | Q1 2026 | Apr 13, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 3,424 | 341 | 0.0% | 0.0% | 210 | +67 | 2.0% | Q1 2026 | May 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,338 | 332 | 0.03% | 0.03% | 211 | -47 | -1.39% | Q1 2026 | May 11, 2026 |
| Greenspring Advisors, LLC | History | New | 3,317 | 330 | 0.02% | — | 212 | +3,317 | New | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Reduced | 3,225 | 321 | 0.0% | 0.0% | 213 | -193 | -5.65% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,059 | 305 | 0.0% | 0.0% | 214 | +389 | 14.57% | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | Added to | 3,067 | 305 | 0.3% | 0.26% | 215 | +91 | 3.06% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | New | 3,015 | 300 | 0.0% | — | 216 | +3,015 | New | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 2,988 | 297 | 0.01% | 0.01% | 217 | +206 | 7.4% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,955 | 295 | 0.0% | 0.0% | 218 | +198 | 7.18% | Q1 2026 | May 06, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 2,951 | 294 | 0.06% | 0.06% | 220 | -666 | -18.41% | Q1 2026 | May 12, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 2,952 | 294 | 0.04% | 0.03% | 219 | +277 | 10.36% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,927 | 292 | 0.01% | — | 221 | +2,927 | New | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,923 | 291 | 0.0% | 0.0% | 222 | +92 | 3.25% | Q1 2026 | May 13, 2026 |
| SYON CAPITAL LLC | History | New | 2,845 | 283 | 0.01% | — | 223 | +2,845 | New | Q1 2026 | May 13, 2026 |
| EntryPoint Capital, LLC | History | New | 2,828 | 282 | 0.08% | — | 224 | +2,828 | New | Q1 2026 | May 14, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 2,786 | 280 | 0.05% | 0.05% | 225 | -621 | -18.23% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,801 | 279 | 0.0% | 0.0% | 226 | -423 | -13.12% | Q1 2026 | Apr 30, 2026 |
| Crestwood Advisors Group, LLC | History | New | 2,780 | 277 | 0.0% | — | 227 | +2,780 | New | Q1 2026 | May 05, 2026 |
| Mattson Financial Services, LLC | History | New | 2,749 | 274 | 0.07% | — | 228 | +2,749 | New | Q1 2026 | May 11, 2026 |
| Walleye Capital LLC | History | New | 2,717 | 270 | 0.0% | — | 229 | +2,717 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,704 | 269 | 0.01% | 0.01% | 230 | +554 | 25.77% | Q1 2026 | Apr 06, 2026 |
| Brown Financial Advisors | History | New | 2,650 | 264 | 0.1% | — | 231 | +2,650 | New | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,592 | 258 | 0.01% | 0.01% | 232 | +77 | 3.06% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,553 | 254 | 0.01% | 0.01% | 233 | +71 | 2.86% | Q1 2026 | Apr 30, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 2,521 | 251 | 0.01% | 0.03% | 234 | -7,941 | -75.9% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,904 | 249 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gateway Wealth Partners, LLC | History | New | 2,496 | 248 | 0.01% | — | 236 | +2,496 | New | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | New | 2,423 | 241 | 0.01% | — | 237 | +2,423 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 2,390 | 238 | 0.0% | 0.0% | 238 | +147 | 6.55% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 2,350 | 235 | 0.0% | — | 239 | +2,350 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | New | 2,311 | 233 | 0.01% | — | 240 | +2,311 | New | Q1 2026 | May 14, 2026 |
| Optas, LLC | History | New | 2,320 | 231 | 0.03% | — | 241 | +2,320 | New | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 2,269 | 226 | 0.0% | — | 242 | +2,269 | New | Q1 2026 | Apr 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 2,200 | 221 | 0.01% | — | 243 | +2,200 | New | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | New | 2,197 | 219 | 0.0% | — | 244 | +2,197 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 2,196 | 217 | 0.0% | — | 245 | +2,196 | New | Q1 2026 | May 01, 2026 |
| GeoWealth Management, LLC | History | New | 2,158 | 215 | 0.01% | — | 246 | +2,158 | New | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | New | 2,152 | 214 | 0.01% | — | 248 | +2,152 | New | Q1 2026 | Apr 09, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 2,150 | 214 | 0.02% | — | 247 | +2,150 | New | Q1 2026 | May 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 2,143 | 213 | 0.03% | — | 249 | +2,143 | New | Q1 2026 | May 15, 2026 |
| CogentBlue Wealth Advisors, LLC | History | New | 2,138 | 213 | 0.14% | — | 250 | +2,138 | New | Q1 2026 | Apr 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 2,127 | 212 | 0.0% | — | 251 | +2,127 | New | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Reduced | 2,091 | 208 | 0.01% | 0.01% | 253 | -1,265 | -37.69% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 2,093 | 208 | 0.0% | 0.0% | 252 | +574 | 37.79% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | New | 2,083 | 207 | 0.01% | — | 254 | +2,083 | New | Q1 2026 | May 15, 2026 |
| Athena Wealth Management, LLC | History | New | 2,060 | 205 | 0.17% | — | 255 | +2,060 | New | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Reduced | 1,259 | 129 | 0.0% | 0.01% | 256 | -1,661 | -56.88% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 1,301 | 129 | 0.01% | — | 257 | +1,301 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,136 | 113 | 0.0% | 0.0% | 258 | +189 | 19.96% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | New | 1,085 | 108 | 0.0% | — | 259 | +1,085 | New | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,046 | 104 | 0.0% | — | 260 | +1,046 | New | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,023 | 102 | 0.0% | 0.0% | 261 | -113 | -9.95% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 994 | 99 | 0.01% | 0.01% | 262 | +14 | 1.43% | Q1 2026 | Apr 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 990 | 98 | 0.06% | 0.05% | 263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 921 | 91 | 0.0% | 0.0% | 264 | +638 | 225.44% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 898 | 89 | 0.04% | 0.03% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 897 | 87 | 0.0% | 0.0% | 266 | +102 | 12.83% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 850 | 84 | 0.0% | 0.0% | 267 | -88 | -9.38% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | New | 827 | 82 | 0.0% | — | 268 | +827 | New | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 770 | 76 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Global Advisers, LLC | History | New | 688 | 68 | 0.0% | — | 270 | +688 | New | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 747 | 64 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | No change | 554 | 55 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 508 | 50 | 0.0% | 0.0% | 273 | -7 | -1.36% | Q1 2026 | Apr 20, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 496 | 49 | 0.01% | 0.0% | 274 | +235 | 90.04% | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | Added to | 489 | 48 | 0.0% | 0.0% | 275 | +130 | 36.21% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 477 | 47 | 0.01% | 0.0% | 276 | +108 | 29.27% | Q1 2026 | Apr 17, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 473 | 47 | 0.03% | 0.03% | 277 | -22 | -4.44% | Q1 2026 | May 08, 2026 |
| Park Place Capital Corp | History | No change | 453 | 45 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 418 | 41 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 403 | 40 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 363 | 36 | 0.0% | 0.0% | 281 | +164 | 82.41% | Q1 2026 | Apr 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 352 | 35 | 0.02% | — | 282 | +352 | New | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 278 | 27 | 0.0% | 0.0% | 283 | -4 | -1.42% | Q1 2026 | Apr 27, 2026 |
| Clean Yield Group | History | No change | 263 | 26 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | New | 250 | 24 | 0.0% | — | 285 | +250 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 235 | 23 | 0.01% | — | 286 | +235 | New | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 211 | 21 | 0.0% | 0.0% | 288 | +141 | 201.43% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 251 | 21 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS | History | No change | 205 | 20 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 182 | 18 | 0.0% | 0.0% | 290 | +72 | 65.45% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 179 | 17 | 0.0% | 0.0% | 292 | +159 | 795.0% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 176 | 17 | 0.0% | 0.0% | 291 | +71 | 67.62% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | New | 150 | 14 | 0.0% | — | 295 | +150 | New | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 148 | 14 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bare Financial Services, Inc | History | No change | 148 | 14 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | New | 120 | 11 | 0.0% | — | 297 | +120 | New | Q1 2026 | Apr 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 116 | 11 | 0.0% | 0.0% | 296 | -2 | -1.69% | Q1 2026 | Apr 06, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 110 | 10 | 0.0% | — | 299 | +110 | New | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 106 | 10 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 9 | 0.0% | — | 304 | +100 | New | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 88 | 9 | 0.0% | 0.0% | 301 | -51 | -36.69% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 96 | 9 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 91 | 9 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MASECO LLP | History | No change | 99 | 9 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | Added to | 84 | 8 | 0.0% | 0.0% | 309 | +54 | 180.0% | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | Added to | 81 | 8 | 0.0% | 0.0% | 307 | +23 | 39.66% | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 87 | 8 | 0.0% | 0.0% | 308 | +21 | 31.82% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 83 | 8 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PROFFITT & GOODSON INC | History | No change | 89 | 8 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | New | 67 | 6 | 0.0% | — | 313 | +67 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 64 | 6 | 0.0% | 0.0% | 311 | +8 | 14.29% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 69 | 6 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 65 | 6 | 0.01% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | New | 54 | 5 | 0.0% | — | 316 | +54 | New | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | New | 47 | 5 | 0.0% | — | 317 | +47 | New | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | Added to | 57 | 5 | 0.0% | 0.0% | 315 | +14 | 32.56% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | No change | 59 | 5 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 50 | 4 | 0.0% | — | 321 | +50 | New | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | New | 48 | 4 | 0.0% | — | 320 | +48 | New | Q1 2026 | Apr 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 41 | 4 | 0.0% | — | 319 | +41 | New | Q1 2026 | Apr 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Park Square Financial Group, LLC | History | New | 35 | 3 | 0.02% | — | 325 | +35 | New | Q1 2026 | May 13, 2026 |
| Basepoint Wealth LLC | History | Added to | 31 | 3 | 0.0% | 0.0% | 323 | +1 | 3.33% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 39 | 3 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| First Command Advisory Services, Inc. | History | New | 30 | 2 | 0.0% | — | 330 | +30 | New | Q1 2026 | May 07, 2026 |
| Richardson Capital Management LLC | History | New | 29 | 2 | 0.0% | — | 329 | +29 | New | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 26 | 2 | 0.0% | — | 333 | +26 | New | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | New | 25 | 2 | 0.0% | — | 332 | +25 | New | Q1 2026 | Apr 06, 2026 |
| MATHER GROUP, LLC. | History | New | 24 | 2 | 0.0% | — | 328 | +24 | New | Q1 2026 | Apr 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 24 | 2 | 0.0% | — | 331 | +24 | New | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 27 | 2 | 0.0% | — | 326 | +18 | 200.0% | Q1 2026 | Apr 24, 2026 |
| Bravera Wealth | History | No change | 27 | 2 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 11 | 1 | 0.0% | 0.0% | 337 | -53 | -82.81% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 334 | -26 | -61.9% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 11 | 1 | 0.0% | 0.0% | 335 | -1 | -8.33% | Q1 2026 | May 06, 2026 |
| Asset Dedication, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -88,743 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital International, Inc./CA/ | History | Closed out | 0 | 0 | — | 0.02% | — | -33,026 | -100.0% | Q1 2026 | May 13, 2026 |
| Ranmore Fund Management Ltd | History | Closed out | 0 | 0 | — | 0.32% | — | -21,520 | -100.0% | Q1 2026 | May 11, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -11,815 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,371 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,939 | -100.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,485 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -4,617 | -100.0% | Q1 2026 | May 04, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,210 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,086 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,839 | -100.0% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,506 | -100.0% | Q1 2026 | May 14, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q1 2026 | May 12, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -236 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Hood River Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 06, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | Apr 09, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Dogwood Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | Reduced | 8 | 0 | — | 0.0% | — | -6 | -42.86% | Q1 2026 | Apr 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Trust Co | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |