Kyndryl Holdings, Inc. - KD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 28,331,302 | 752,479 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 22,456,400 | 294,627 | 0.01% | 0.01% | 2 | +377,104 | 1.71% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 16,949,095 | 222,372 | 0.01% | — | 3 | +16,949,095 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,795,558 | 150,039 | 0.07% | 0.09% | 4 | +5,352,521 | 83.07% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,390,679 | 136,044 | 0.1% | 0.31% | 5 | -5,075,424 | -32.82% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 10,245,843 | 134,425 | 0.01% | 0.03% | 6 | -14,874,633 | -59.21% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 10,045,056 | 131,791 | 0.0% | — | 7 | +10,045,056 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 7,299,940 | 95,775 | 0.0% | 0.01% | 8 | -72,459 | -0.98% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,592,339 | 61,008 | 0.0% | 0.01% | 9 | +135,377 | 3.04% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,649,811 | 60,991 | 0.01% | 0.03% | 10 | -34,632 | -0.74% | Q1 2026 | May 07, 2026 |
| SOUND SHORE MANAGEMENT INC /CT/ | History | Added to | 4,147,984 | 54,421 | 1.82% | 2.51% | 11 | +1,173,761 | 39.46% | Q1 2026 | May 07, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Added to | 3,895,949 | 51,115 | 1.75% | 0.78% | 12 | +3,245,013 | 498.51% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 3,883,516 | 50,951 | 0.03% | 0.02% | 13 | +2,748,360 | 242.11% | Q1 2026 | May 15, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | Added to | 3,286,561 | 43,120 | 6.19% | 6.98% | 14 | +1,205,233 | 57.91% | Q1 2026 | Apr 30, 2026 |
| GMT CAPITAL CORP | History | Added to | 2,940,900 | 38,584 | 1.76% | 2.67% | 15 | +1,010,040 | 52.31% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,750,357 | 36,084 | 0.0% | 0.0% | 16 | +807,860 | 41.59% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,712,635 | 35,589 | 0.01% | 0.01% | 17 | +271,974 | 11.14% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 2,417,338 | 31,715 | 0.1% | 0.05% | 18 | +1,943,696 | 410.37% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,378,784 | 31,209 | 0.0% | 0.01% | 19 | +322,586 | 15.69% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,214,964 | 29,060 | 0.0% | 0.0% | 20 | +1,716,713 | 344.55% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,009,711 | 26,367 | 0.0% | 0.01% | 21 | +45,391 | 2.31% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 1,976,763 | 25,935 | 0.1% | 0.01% | 22 | +1,868,448 | 1725.01% | Q1 2026 | May 15, 2026 |
| Arnhold LLC | History | Added to | 1,922,860 | 25,227 | 1.85% | 2.41% | 23 | +724,436 | 60.45% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,792,792 | 23,521 | 0.0% | 0.0% | 24 | +203,032 | 12.77% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,671,839 | 21,934 | 0.0% | 0.01% | 25 | +74,823 | 4.69% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,592,288 | 20,890 | 0.01% | 0.01% | 26 | +345,991 | 27.76% | Q1 2026 | May 06, 2026 |
| NORGES BANK | History | No change | 735,671 | 19,539 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,451,791 | 19,047 | 0.0% | 0.0% | 28 | +868,011 | 148.69% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,433,299 | 18,804 | 0.0% | 0.0% | 29 | +1,074,493 | 299.46% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,420,416 | 18,635 | 0.0% | — | 30 | +1,420,416 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 1,348,271 | 17,689 | 0.0% | 0.01% | 31 | -865,715 | -39.1% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,178,714 | 14,792 | 0.0% | 0.0% | 32 | +316,869 | 36.77% | Q1 2026 | May 13, 2026 |
| Douglas Lane & Associates, LLC | History | Added to | 990,319 | 12,992 | 0.19% | 0.35% | 33 | +27,929 | 2.9% | Q1 2026 | Apr 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 940,931 | 12,345 | 0.02% | 0.03% | 34 | +254,547 | 37.09% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 927,414 | 12,167 | 0.02% | 0.01% | 35 | +664,637 | 252.93% | Q1 2026 | May 15, 2026 |
| Solas Capital Management, LLC | History | Added to | 915,443 | 12,010 | 6.91% | 6.14% | 36 | +507,809 | 124.57% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 915,024 | 12,005 | 0.01% | 0.0% | 37 | +609,417 | 199.41% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 834,882 | 10,953 | 0.01% | 0.03% | 38 | -378,992 | -31.22% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 731,548 | 9,597 | 0.0% | 0.0% | 39 | -81,084 | -9.98% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 704,069 | 9,237 | 0.11% | 0.1% | 40 | +395,105 | 127.88% | Q1 2026 | May 11, 2026 |
| Defiance ETFs, LLC | History | Added to | 704,069 | 9,237 | 0.13% | 0.27% | 41 | +395,105 | 127.88% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 671,440 | 8,809 | 0.0% | 0.0% | 42 | -6,094 | -0.9% | Q1 2026 | May 13, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Added to | 645,533 | 8,469 | 0.7% | 1.28% | 43 | +1,434 | 0.22% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 619,318 | 8,125 | 0.01% | 0.01% | 44 | -18,055 | -2.83% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 293,825 | 7,803 | 0.0% | 0.0% | 45 | -88,776 | -23.2% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 582,650 | 7,644 | 0.11% | 0.1% | 46 | +341,420 | 141.53% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 532,300 | 6,983 | 0.01% | 0.01% | 47 | +319,968 | 150.69% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 510,154 | 6,693 | 0.0% | 0.01% | 48 | +18,403 | 3.74% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 500,446 | 6,565 | 0.0% | 0.01% | 49 | +120,599 | 31.75% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 455,700 | 5,978 | 0.0% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vident Advisory, LLC | History | Reduced | 448,827 | 5,888 | 0.05% | 0.11% | 51 | -3,498 | -0.77% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 437,528 | 5,740 | 0.06% | 0.52% | 52 | -1,479,508 | -77.18% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 415,058 | 5,445 | 0.01% | 0.01% | 53 | +261,319 | 169.98% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | New | 414,224 | 5,434 | 0.16% | — | 55 | +414,224 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 414,194 | 5,434 | 0.0% | 0.0% | 54 | +5,529 | 1.35% | Q1 2026 | Apr 30, 2026 |
| OP Asset Management Ltd | History | Reduced | 408,819 | 5,363 | 0.07% | 0.19% | 56 | -203,713 | -33.26% | Q1 2026 | Apr 10, 2026 |
| Cygnus Capital Advisors, LLC | History | New | 386,000 | 5,064 | 3.46% | — | 57 | +386,000 | New | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 346,005 | 4,539 | 0.0% | 0.0% | 58 | +31,307 | 9.95% | Q1 2026 | May 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 346,671 | 4,454 | 0.01% | 0.07% | 59 | -1,311,878 | -79.1% | Q1 2026 | May 05, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 344,953 | 4,380 | 0.0% | 0.01% | 60 | -115,315 | -25.05% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 327,177 | 4,292 | 0.0% | 0.0% | 61 | -73,699 | -18.38% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 326,957 | 4,289 | 0.01% | 0.0% | 62 | +238,191 | 268.34% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 318,297 | 4,176 | 0.0% | 0.0% | 63 | -6,940 | -2.13% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 301,478 | 3,955 | 0.0% | 0.01% | 64 | +25,422 | 9.21% | Q1 2026 | May 14, 2026 |
| Arini Captial Management Ltd | History | New | 300,000 | 3,936 | 0.62% | — | 65 | +300,000 | New | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | New | 293,698 | 3,853 | 0.01% | — | 66 | +293,698 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 291,268 | 3,821 | 0.0% | — | 67 | +291,268 | New | Q1 2026 | May 08, 2026 |
| Amundi | History | Reduced | 288,495 | 3,785 | 0.0% | 0.0% | 68 | -66,437 | -18.72% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 287,017 | 3,765 | 0.05% | 0.03% | 69 | +199,230 | 226.95% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 280,207 | 3,676 | 0.01% | 0.02% | 70 | +5,894 | 2.15% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 276,294 | 3,624 | 0.0% | 0.01% | 71 | +95,269 | 52.63% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 267,265 | 3,506 | 0.0% | 0.01% | 72 | +50,466 | 23.28% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 259,095 | 3,399 | 0.0% | 0.01% | 73 | -36,112 | -12.23% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 253,108 | 3,320 | 0.0% | 0.01% | 74 | +101,470 | 66.92% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 246,031 | 3,227 | 0.01% | 0.02% | 75 | +6,277 | 2.62% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 242,100 | 3,176 | 0.0% | — | 76 | +242,100 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 229,427 | 3,010 | 0.0% | 0.01% | 77 | -828,898 | -78.32% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 228,489 | 2,997 | 0.0% | 0.0% | 78 | -169,546 | -42.6% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 217,592 | 2,855 | 0.0% | 0.0% | 79 | +17,106 | 8.53% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 217,598 | 2,855 | 0.01% | 0.01% | 80 | -7,523 | -3.34% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 215,891 | 2,832 | 0.0% | 0.0% | 81 | -2,530 | -1.16% | Q1 2026 | May 06, 2026 |
| Waterfront Wealth Inc. | History | New | 208,863 | 2,740 | 0.5% | — | 82 | +208,863 | New | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 208,768 | 2,739 | 0.0% | 0.0% | 83 | +101,700 | 94.99% | Q1 2026 | May 11, 2026 |
| Oak Thistle LLC | History | Added to | 205,231 | 2,692 | 0.26% | 0.09% | 84 | +180,829 | 741.04% | Q1 2026 | Apr 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 204,274 | 2,680 | 0.01% | 0.01% | 85 | -99,826 | -32.83% | Q1 2026 | May 13, 2026 |
| Holocene Advisors, LP | History | New | 203,221 | 2,666 | 0.01% | — | 86 | +203,221 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 200,842 | 2,635 | 0.0% | 0.0% | 87 | -11,014 | -5.2% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 200,067 | 2,624 | 0.0% | — | 89 | +200,067 | New | Q1 2026 | May 08, 2026 |
| Drexel Morgan & Co. | History | Added to | 200,000 | 2,624 | 0.38% | 0.42% | 88 | +100,000 | 100.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 198,053 | 2,598 | 0.01% | 0.01% | 90 | +93,784 | 89.94% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 196,626 | 2,579 | 0.0% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 185,521 | 2,434 | 0.0% | 0.01% | 92 | -7,203 | -3.74% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 183,983 | 2,413 | 0.01% | 0.01% | 93 | +36,721 | 24.94% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 183,647 | 2,409 | 0.21% | — | 94 | +183,647 | New | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 178,221 | 2,338 | 0.02% | 0.04% | 95 | +4,756 | 2.74% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 175,835 | 2,306 | 0.01% | 0.01% | 96 | +84,520 | 92.56% | Q1 2026 | May 05, 2026 |
| CastleKnight Management LP | History | Added to | 175,100 | 2,297 | 0.04% | 0.09% | 97 | +19,900 | 12.82% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 174,861 | 2,294 | 0.0% | 0.0% | 98 | +9,857 | 5.97% | Q1 2026 | May 04, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 164,132 | 2,268 | 0.12% | — | 99 | +164,132 | New | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 169,808 | 2,227 | 0.01% | 0.02% | 100 | -19,210 | -10.16% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 79,100 | 2,100 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 156,730 | 2,056 | 0.0% | 0.0% | 102 | +65,676 | 72.13% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 156,668 | 2,055 | 0.0% | 0.0% | 103 | -4,006 | -2.49% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 148,802 | 1,955 | 0.0% | 0.01% | 104 | -7,946 | -5.07% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 140,770 | 1,846 | 0.0% | 0.01% | 105 | -19,302 | -12.06% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 138,506 | 1,817 | 0.0% | 0.01% | 106 | -605,001 | -81.37% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 67,436 | 1,791 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 132,294 | 1,735 | 0.02% | 0.01% | 108 | +85,225 | 181.06% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 125,439 | 1,645 | 0.02% | 0.05% | 109 | -11,874 | -8.65% | Q1 2026 | May 05, 2026 |
| Sky Investment Group LLC | History | Reduced | 124,007 | 1,626 | 0.28% | 0.6% | 110 | -11,853 | -8.72% | Q1 2026 | Apr 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 123,674 | 1,622 | 0.0% | 0.01% | 111 | -73,385 | -37.24% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 59,823 | 1,588 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 119,447 | 1,567 | 0.01% | 0.01% | 113 | +77,418 | 184.2% | Q1 2026 | May 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 118,665 | 1,556 | 0.0% | 0.06% | 114 | -707,224 | -85.63% | Q1 2026 | May 11, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 117,248 | 1,538 | 0.05% | 0.11% | 115 | -35,496 | -23.24% | Q1 2026 | May 18, 2026 |
| Quantinno Capital Management LP | History | Added to | 114,691 | 1,504 | 0.0% | 0.0% | 116 | +65,319 | 132.3% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 114,457 | 1,501 | 0.0% | 0.0% | 117 | +27,746 | 32.0% | Q1 2026 | May 13, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 113,803 | 1,493 | 0.24% | 0.21% | 118 | +65,963 | 137.88% | Q1 2026 | Apr 07, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 113,078 | 1,483 | 0.01% | 0.08% | 119 | -532,972 | -82.5% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 112,737 | 1,479 | 0.0% | 0.0% | 120 | +33,325 | 41.96% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 100,000 | 1,453 | 0.0% | — | 121 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 110,100 | 1,444 | 0.02% | — | 122 | +110,100 | New | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 53,671 | 1,425 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 104,109 | 1,365 | 0.0% | 0.0% | 124 | +31,590 | 43.56% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 116,696 | 1,359 | 0.0% | 0.0% | 125 | +17,278 | 17.38% | Q1 2026 | Apr 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 103,328 | 1,356 | 0.01% | 0.02% | 126 | -3,894 | -3.63% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 102,327 | 1,343 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Kestra Investment Management, LLC | History | Added to | 102,165 | 1,340 | 0.02% | 0.01% | 128 | +88,373 | 640.76% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 102,179 | 1,336 | 0.0% | 0.01% | 129 | -356,981 | -77.75% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 100,330 | 1,316 | 0.01% | 0.02% | 130 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 97,638 | 1,281 | 0.01% | 0.03% | 131 | -10,000 | -9.29% | Q1 2026 | Apr 20, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 97,261 | 1,276 | 0.0% | 0.01% | 132 | +354 | 0.37% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 96,315 | 1,263 | 0.0% | 0.0% | 133 | -3,720 | -3.72% | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | New | 95,000 | 1,246 | 0.06% | — | 134 | +95,000 | New | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | New | 93,245 | 1,223 | 0.0% | — | 135 | +93,245 | New | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 93,079 | 1,221 | 0.02% | — | 136 | +93,079 | New | Q1 2026 | May 15, 2026 |
| Poehling Capital Management, INC. | History | New | 88,056 | 1,155 | 0.24% | — | 137 | +88,056 | New | Q1 2026 | Apr 21, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 87,591 | 1,149 | 0.01% | 0.03% | 138 | -7,532 | -7.92% | Q1 2026 | May 07, 2026 |
| Cruiser Capital Advisors, LLC | History | New | 86,030 | 1,128 | 0.44% | — | 139 | +86,030 | New | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 84,918 | 1,114 | 0.09% | 0.3% | 140 | -66,388 | -43.88% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 82,481 | 1,082 | 0.0% | 0.01% | 141 | +12,252 | 17.45% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 80,700 | 1,058 | 0.02% | 0.02% | 142 | +39,134 | 94.15% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Reduced | 80,000 | 1,049 | 0.01% | 0.01% | 143 | -8,700 | -9.81% | Q1 2026 | May 15, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 80,000 | 1,049 | 0.15% | 0.28% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 77,726 | 1,019 | 0.0% | 0.0% | 145 | +1,941 | 2.56% | Q1 2026 | May 12, 2026 |
| FORA Capital, LLC | History | New | 77,242 | 1,013 | 0.07% | — | 146 | +77,242 | New | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 76,257 | 1,000 | 0.0% | 0.01% | 147 | -11,061 | -12.67% | Q1 2026 | Apr 30, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 72,813 | 946 | 0.0% | 0.0% | 148 | -175,317 | -70.66% | Q1 2026 | Apr 30, 2026 |
| Quadrature Capital Ltd | History | New | 71,898 | 943 | 0.01% | — | 149 | +71,898 | New | Q1 2026 | May 15, 2026 |
| TCTC Holdings, LLC | History | Reduced | 71,574 | 939 | 0.03% | 0.06% | 150 | -3,621 | -4.82% | Q1 2026 | May 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 71,409 | 936 | 0.01% | 0.02% | 151 | -2,601 | -3.51% | Q1 2026 | Apr 24, 2026 |
| ALLSTATE CORP | History | New | 71,259 | 934 | 0.01% | — | 152 | +71,259 | New | Q1 2026 | May 11, 2026 |
| Bridgefront Capital, LLC | History | Added to | 69,734 | 914 | 0.23% | 0.13% | 153 | +50,327 | 259.32% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 34,018 | 903 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 68,300 | 896 | 0.0% | 0.0% | 155 | -17,100 | -20.02% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 67,264 | 882 | 0.0% | 0.0% | 156 | +6,217 | 10.18% | Q1 2026 | May 12, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 66,300 | 869 | 0.02% | 0.03% | 157 | +3,100 | 4.91% | Q1 2026 | Apr 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 66,126 | 867 | 0.0% | 0.01% | 158 | -8,852 | -11.81% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 65,698 | 861 | 0.01% | — | 159 | +65,698 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 64,255 | 844 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 64,005 | 839 | 0.02% | — | 161 | +64,005 | New | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 63,400 | 831 | 0.0% | 0.0% | 162 | -65,784 | -50.92% | Q1 2026 | May 14, 2026 |
| CenterBook Partners LP | History | Reduced | 62,980 | 826 | 0.04% | 0.1% | 163 | -14,696 | -18.92% | Q1 2026 | May 05, 2026 |
| Arizona State Retirement System | History | Reduced | 62,782 | 823 | 0.0% | 0.01% | 164 | -1,292 | -2.02% | Q1 2026 | May 01, 2026 |
| Brooklyn Investment Group | History | New | 62,219 | 816 | 0.03% | — | 165 | +62,219 | New | Q1 2026 | Apr 29, 2026 |
| Entropy Technologies, LP | History | New | 62,178 | 815 | 0.04% | — | 166 | +62,178 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 61,658 | 808 | 0.0% | 0.0% | 167 | +26,174 | 73.76% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 30,613 | 803 | 0.01% | 0.0% | 168 | +6,020 | 24.48% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 60,245 | 790 | 0.0% | 0.0% | 169 | +20,647 | 52.14% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | New | 60,162 | 789 | 0.1% | — | 170 | +60,162 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 60,131 | 788 | 0.0% | 0.0% | 171 | +58,182 | 2985.22% | Q1 2026 | May 01, 2026 |
| Tidal Investments LLC | History | Reduced | 58,678 | 769 | 0.0% | 0.03% | 173 | -432,260 | -88.05% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 58,600 | 769 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 58,555 | 768 | 0.01% | 0.01% | 174 | -5,882 | -9.13% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 58,320 | 765 | 0.0% | 0.0% | 175 | +7,052 | 13.76% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 57,939 | 760 | 0.01% | 0.01% | 176 | +29,957 | 107.06% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 57,268 | 751 | 0.0% | 0.01% | 177 | +72 | 0.13% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 55,505 | 728 | 0.0% | — | 178 | +55,505 | New | Q1 2026 | May 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 55,034 | 722 | 0.0% | 0.01% | 179 | +1,000 | 1.85% | Q1 2026 | May 04, 2026 |
| BOKF, NA | History | New | 54,822 | 719 | 0.01% | — | 180 | +54,822 | New | Q1 2026 | May 08, 2026 |
| L2 Asset Management, LLC | History | Added to | 53,189 | 697 | 0.07% | 0.05% | 181 | +39,739 | 295.46% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 52,478 | 688 | 0.0% | 0.0% | 182 | -18,211 | -25.76% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Reduced | 51,718 | 678 | 0.0% | 0.01% | 183 | -2,804 | -5.14% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 51,497 | 676 | 0.0% | 0.04% | 184 | -707,352 | -93.21% | Q1 2026 | May 01, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 51,300 | 673 | 0.0% | 0.01% | 185 | +1,900 | 3.85% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 51,206 | 671 | 0.01% | 0.02% | 186 | +67 | 0.13% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 50,081 | 656 | 0.0% | 0.0% | 187 | +7,053 | 16.39% | Q1 2026 | May 15, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 47,589 | 624 | 0.02% | 0.04% | 188 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Headlands Technologies LLC | History | New | 47,142 | 618 | 0.07% | — | 189 | +47,142 | New | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 46,939 | 615 | 0.01% | 0.02% | 190 | +1,500 | 3.3% | Q1 2026 | Apr 29, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 45,800 | 600 | 0.0% | 0.0% | 191 | +20,300 | 79.61% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | New | 44,473 | 583 | 0.0% | — | 192 | +44,473 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 44,355 | 581 | 0.01% | 0.01% | 193 | +10,645 | 31.58% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 43,728 | 573 | 0.0% | 0.0% | 194 | -31,804 | -42.11% | Q1 2026 | May 12, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 42,760 | 561 | 0.03% | 0.07% | 195 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 41,888 | 549 | 0.02% | 0.03% | 196 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 40,478 | 531 | 0.0% | 0.0% | 197 | +3,651 | 9.91% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 37,584 | 493 | 0.0% | 0.0% | 198 | -9,899 | -20.85% | Q1 2026 | May 13, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 37,248 | 489 | 0.02% | 0.04% | 199 | +5,237 | 16.36% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 18,137 | 481 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 35,996 | 472 | 0.0% | 0.0% | 201 | +1,962 | 5.76% | Q1 2026 | Apr 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 35,673 | 468 | 0.0% | 0.0% | 202 | +1,697 | 4.99% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | New | 34,458 | 452 | 0.12% | — | 203 | +34,458 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 34,095 | 447 | 0.0% | 0.0% | 204 | +15,627 | 84.62% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 33,261 | 436 | 0.0% | 0.0% | 205 | -261 | -0.78% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 33,229 | 435 | 0.0% | — | 206 | +33,229 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 32,694 | 428 | 0.0% | 0.0% | 207 | +6,548 | 25.04% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 32,291 | 423 | 0.0% | 0.0% | 208 | -1,462 | -4.33% | Q1 2026 | May 05, 2026 |
| Covestor Ltd | History | Reduced | 32,043 | 420 | 0.29% | 0.47% | 209 | -1,776 | -5.25% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 31,502 | 413 | 0.0% | 0.0% | 210 | +3,604 | 12.92% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 30,532 | 400 | 0.01% | — | 211 | +30,532 | New | Q1 2026 | May 14, 2026 |
| AREX Capital Management, LP | History | New | 30,000 | 393 | 0.65% | — | 213 | +30,000 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 29,993 | 393 | 0.0% | 0.0% | 212 | +6,484 | 27.58% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 29,797 | 391 | 0.0% | 0.0% | 214 | -12,873 | -30.17% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 29,697 | 389 | 0.0% | 0.01% | 215 | +2,660 | 9.84% | Q1 2026 | May 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 28,821 | 378 | 0.04% | 0.05% | 216 | +12,677 | 78.52% | Q1 2026 | May 01, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 26,034 | 371 | 0.01% | 0.01% | 217 | +16,678 | 178.26% | Q1 2026 | May 04, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 27,273 | 357 | 0.0% | 0.0% | 218 | +5,832 | 27.2% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Reduced | 27,122 | 355 | 0.01% | 0.01% | 219 | -37 | -0.14% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,679 | 350 | 0.0% | 0.0% | 220 | +3,901 | 17.13% | Q1 2026 | Apr 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 26,630 | 349 | 0.01% | 0.01% | 221 | +12,073 | 82.94% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 25,880 | 339 | 0.0% | 0.0% | 222 | +7,397 | 40.02% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 25,034 | 328 | 0.03% | 0.03% | 223 | +11,538 | 85.49% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 24,652 | 323 | 0.01% | 0.01% | 224 | +4,899 | 24.8% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Added to | 27,038 | 319 | 0.02% | 0.05% | 225 | +109 | 0.4% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 24,015 | 315 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 23,706 | 311 | 0.01% | 0.02% | 227 | -135 | -0.57% | Q1 2026 | May 06, 2026 |
| CSS LLC/IL | History | Reduced | 23,010 | 301 | 0.01% | 0.03% | 228 | -1,500 | -6.12% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 22,936 | 300 | 0.0% | 0.0% | 229 | +3,919 | 20.61% | Q1 2026 | May 14, 2026 |
| Sterneck Capital Management, LLC | History | No change | 22,686 | 297 | 0.13% | 0.27% | 230 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VARCOV Co. | History | New | 21,994 | 288 | 0.11% | — | 231 | +21,994 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 21,611 | 284 | 0.0% | 0.0% | 232 | +17,538 | 430.59% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,488 | 278 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 10,432 | 277 | 0.09% | 0.09% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,216 | 274 | 0.0% | 0.0% | 235 | +2,100 | 10.44% | Q1 2026 | May 15, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 20,066 | 263 | 0.0% | — | 236 | +20,066 | New | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Reduced | 19,900 | 261 | 0.0% | 0.0% | 237 | -99,512 | -83.34% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 19,515 | 256 | 0.0% | 0.0% | 238 | -19,046 | -49.39% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,846 | 247 | 0.0% | 0.0% | 239 | -1,381 | -6.83% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 18,693 | 245 | 0.0% | — | 240 | +18,693 | New | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,625 | 244 | 0.0% | 0.0% | 241 | +10,246 | 122.28% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 18,458 | 242 | 0.0% | 0.01% | 242 | -5,697 | -23.59% | Q1 2026 | Apr 23, 2026 |
| FourThought Financial Partners, LLC | History | New | 18,420 | 241 | 0.02% | — | 243 | +18,420 | New | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 18,169 | 238 | 0.0% | 0.0% | 244 | -3,904 | -17.69% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 17,938 | 235 | 0.0% | 0.0% | 245 | +17,878 | 29796.67% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 17,627 | 231 | 0.0% | — | 246 | +17,627 | New | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 17,400 | 228 | 0.0% | 0.01% | 247 | -108,375 | -86.17% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 17,002 | 223 | 0.0% | 0.0% | 248 | -4,896 | -22.36% | Q1 2026 | May 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 16,847 | 221 | 0.01% | 0.02% | 249 | +190 | 1.14% | Q1 2026 | May 01, 2026 |
| Ethic Inc. | History | Added to | 16,745 | 219 | 0.0% | 0.0% | 250 | +8,726 | 108.82% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 16,463 | 215 | 0.0% | 0.0% | 251 | +6,075 | 58.48% | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | Added to | 16,192 | 212 | 0.0% | 0.0% | 252 | +4,234 | 35.41% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | New | 15,998 | 209 | 0.0% | — | 253 | +15,998 | New | Q1 2026 | May 14, 2026 |
| one8zero8, LLC | History | Reduced | 15,882 | 208 | 0.05% | 0.1% | 255 | -1,800 | -10.18% | Q1 2026 | May 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 15,876 | 208 | 0.0% | 0.01% | 254 | +841 | 5.59% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | New | 15,576 | 204 | 0.05% | — | 256 | +15,576 | New | Q1 2026 | May 14, 2026 |
| Semanteon Capital Management, LP | History | New | 15,281 | 200 | 2.68% | — | 257 | +15,281 | New | Q1 2026 | May 11, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 14,338 | 188 | 0.02% | 0.02% | 258 | +5,540 | 62.97% | Q1 2026 | Apr 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,151 | 185 | 0.0% | 0.01% | 259 | -222,936 | -94.03% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 14,163 | 185 | 0.01% | 0.02% | 260 | -13,024 | -47.91% | Q1 2026 | May 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 13,940 | 184 | 0.01% | 0.01% | 262 | -2,228 | -13.78% | Q1 2026 | Apr 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 14,099 | 184 | 0.0% | 0.01% | 261 | -107 | -0.75% | Q1 2026 | May 11, 2026 |
| Sagewood Asset Management LP | History | New | 13,906 | 182 | 0.06% | — | 263 | +13,906 | New | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | New | 13,855 | 181 | 0.0% | — | 264 | +13,855 | New | Q1 2026 | May 05, 2026 |
| State of Wyoming | History | Added to | 13,506 | 177 | 0.02% | 0.03% | 265 | +2,470 | 22.38% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,439 | 176 | 0.0% | 0.0% | 266 | -9,152 | -40.51% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 13,401 | 175 | 0.0% | 0.0% | 268 | +10,397 | 346.11% | Q1 2026 | May 15, 2026 |
| 1ST SOURCE BANK | History | No change | 13,405 | 175 | 0.01% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 12,438 | 173 | 0.0% | — | 270 | +12,438 | New | Q1 2026 | May 01, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 13,258 | 173 | 0.0% | 0.0% | 269 | +3,656 | 38.08% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,984 | 170 | 0.0% | 0.01% | 271 | -8,253 | -38.86% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 12,905 | 169 | 0.0% | 0.02% | 272 | -387,391 | -96.78% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 12,823 | 168 | 0.01% | 0.03% | 273 | +613 | 5.02% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 12,013 | 167 | 0.01% | 0.01% | 274 | -748 | -5.86% | Q1 2026 | Apr 17, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 12,600 | 165 | 0.02% | 0.05% | 275 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 12,500 | 164 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,408 | 163 | 0.0% | 0.0% | 277 | +26 | 0.21% | Q1 2026 | Apr 22, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 12,390 | 162 | 0.03% | 0.07% | 278 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Utah Retirement Systems | History | No change | 12,226 | 160 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Black Maple Capital Management LP | History | New | 12,000 | 157 | 0.09% | — | 280 | +12,000 | New | Q1 2026 | May 15, 2026 |
| denkapparat Operations GmbH | History | No change | 11,738 | 154 | 0.06% | 0.17% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DnB Asset Management AS | History | New | 11,712 | 153 | 0.0% | — | 282 | +11,712 | New | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 11,614 | 152 | 0.0% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 11,442 | 150 | 0.01% | 0.05% | 284 | -25,436 | -68.97% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,215 | 147 | 0.0% | — | 287 | +11,215 | New | Q1 2026 | May 12, 2026 |
| Bull Harbor Capital LLC | History | New | 11,212 | 147 | 0.04% | — | 288 | +11,212 | New | Q1 2026 | May 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,266 | 147 | 0.0% | 0.0% | 286 | +3,727 | 49.44% | Q1 2026 | Apr 30, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 11,265 | 147 | 0.08% | 0.11% | 285 | +1,951 | 20.95% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11,075 | 145 | 0.0% | 0.01% | 289 | +1,383 | 14.27% | Q1 2026 | Apr 27, 2026 |
| LexAurum Advisors, LLC | History | New | 10,908 | 143 | 0.02% | — | 290 | +10,908 | New | Q1 2026 | Apr 13, 2026 |
| AlphaQuest LLC | History | No change | 5,226 | 138 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 10,398 | 136 | 0.03% | 0.05% | 292 | +64 | 0.62% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 10,225 | 134 | 0.0% | 0.09% | 294 | -150,615 | -93.64% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 10,263 | 134 | 0.01% | 0.02% | 295 | -8,368 | -44.91% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 10,254 | 134 | 0.01% | 0.01% | 293 | +6,574 | 178.64% | Q1 2026 | May 07, 2026 |
| LMG Wealth Partners, LLC | History | New | 10,000 | 131 | 0.02% | — | 296 | +10,000 | New | Q1 2026 | Apr 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 10,289 | 129 | 0.02% | 0.2% | 297 | -37,955 | -78.67% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,128 | 127 | 0.0% | 0.0% | 298 | -41,886 | -79.01% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 9,400 | 123 | 0.0% | 0.0% | 299 | +5,610 | 148.02% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,421 | 123 | 0.0% | 0.01% | 300 | +1,413 | 17.64% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,093 | 116 | 0.0% | 0.0% | 301 | -4,264 | -31.92% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Added to | 8,580 | 112 | 0.0% | 0.0% | 302 | +5,289 | 160.71% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 7,819 | 102 | 0.0% | 0.01% | 303 | +3,011 | 62.62% | Q1 2026 | Apr 06, 2026 |
| Quarry LP | History | Added to | 7,296 | 95 | 0.02% | 0.0% | 305 | +6,112 | 516.22% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,241 | 95 | 0.0% | 0.01% | 304 | -5,668 | -43.91% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 6,407 | 84 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 6,079 | 80 | 0.0% | 0.0% | 307 | +592 | 10.79% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 5,578 | 73 | 0.01% | 0.02% | 308 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STRS OHIO | History | Reduced | 5,434 | 71 | 0.0% | 0.01% | 309 | -130,606 | -96.01% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,469 | 71 | 0.0% | 0.0% | 310 | +1,073 | 24.41% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,481 | 65 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4,803 | 63 | 0.0% | 0.0% | 312 | -2,215 | -31.56% | Q1 2026 | Apr 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 4,518 | 59 | 0.0% | 0.0% | 313 | +1,208 | 36.5% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 4,608 | 58 | 0.0% | 0.0% | 314 | +322 | 7.51% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 3,928 | 51 | 0.0% | 0.0% | 315 | -144 | -3.54% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,696 | 48 | 0.0% | 0.0% | 316 | +36 | 0.98% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,628 | 47 | 0.0% | 0.0% | 317 | +471 | 14.92% | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | Added to | 2,830 | 37 | 0.01% | 0.0% | 318 | +1,809 | 177.18% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,789 | 36 | 0.0% | 0.0% | 319 | -349 | -11.12% | Q1 2026 | May 07, 2026 |
| McMillan Office, Inc. | History | Reduced | 2,752 | 36 | 0.0% | 0.01% | 320 | -60 | -2.13% | Q1 2026 | Apr 23, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,444 | 31 | 0.0% | 0.0% | 321 | +1,153 | 89.31% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 2,220 | 29 | 0.0% | — | 323 | +2,220 | New | Q1 2026 | May 19, 2026 |
| IFP Advisors, Inc | History | Added to | 2,248 | 29 | 0.0% | 0.0% | 322 | +336 | 17.57% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 2,153 | 28 | 0.0% | 0.0% | 324 | +1,259 | 140.83% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Reduced | 2,064 | 27 | 0.0% | 0.0% | 325 | -1,332 | -39.22% | Q1 2026 | Apr 13, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 1,037 | 27 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 1,015 | 26 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,974 | 25 | 0.0% | 0.0% | 328 | -891 | -31.1% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,863 | 24 | 0.0% | 0.0% | 330 | -1,386 | -42.66% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Added to | 1,882 | 24 | 0.0% | 0.0% | 329 | +554 | 41.72% | Q1 2026 | Apr 28, 2026 |
| William B. Walkup & Associates, Inc. | History | Added to | 794 | 24 | 0.01% | 0.01% | 331 | +5 | 0.63% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | Reduced | 1,713 | 22 | 0.0% | 0.0% | 332 | -450 | -20.8% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,634 | 21 | 0.0% | 0.0% | 333 | +630 | 62.75% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | No change | 1,610 | 21 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 1,535 | 20 | 0.0% | 0.01% | 337 | -3,495 | -69.48% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,528 | 20 | 0.0% | 0.0% | 338 | +349 | 29.6% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,538 | 20 | 0.0% | 0.0% | 336 | -131 | -7.85% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,583 | 20 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,488 | 19 | 0.0% | 0.0% | 341 | -34 | -2.23% | Q1 2026 | May 01, 2026 |
| Investors Research Corp | History | Reduced | 1,464 | 19 | 0.0% | 0.01% | 340 | -16 | -1.08% | Q1 2026 | Apr 03, 2026 |
| Smithfield Trust Co | History | No change | 1,361 | 19 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 1,500 | 19 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,434 | 18 | 0.0% | 0.0% | 344 | +1,058 | 281.38% | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,443 | 18 | 0.01% | 0.01% | 343 | -21 | -1.43% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,386 | 18 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,319 | 17 | 0.0% | — | 348 | +1,302 | 7658.82% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,349 | 17 | 0.0% | 0.0% | 346 | -799 | -37.2% | Q1 2026 | May 06, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 1,334 | 17 | 0.01% | 0.01% | 349 | +598 | 81.25% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 1,319 | 17 | 0.0% | 0.0% | 347 | +266 | 25.26% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,394 | 17 | 0.0% | 0.0% | 351 | -246 | -15.0% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,368 | 17 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,292 | 16 | 0.0% | — | 353 | +1,292 | New | Q1 2026 | Apr 30, 2026 |
| Freestone Grove Partners LP | History | New | 1,261 | 16 | 0.0% | — | 354 | +1,261 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,281 | 16 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Essential Partners LLC | History | Reduced | 1,183 | 15 | 0.01% | 0.03% | 358 | -2,387 | -66.86% | Q1 2026 | May 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,185 | 15 | 0.0% | 0.0% | 355 | +773 | 187.62% | Q1 2026 | Apr 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,074 | 15 | 0.0% | 0.0% | 357 | -8 | -0.74% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 596 | 15 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,135 | 14 | 0.0% | 0.0% | 359 | +621 | 120.82% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 1,076 | 14 | 0.0% | 0.0% | 361 | -85 | -7.32% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 552 | 14 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,070 | 14 | 0.01% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FLAX POND CAPITAL, LLC | History | New | 1,000 | 13 | 0.01% | — | 365 | +1,000 | New | Q1 2026 | May 19, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,061 | 13 | 0.0% | 0.01% | 364 | -323 | -23.34% | Q1 2026 | Apr 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,009 | 13 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 965 | 12 | 0.0% | 0.0% | 366 | +889 | 1169.74% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 862 | 11 | 0.01% | 0.0% | 371 | +663 | 333.17% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 876 | 11 | 0.0% | 0.01% | 367 | -3 | -0.34% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 900 | 11 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 879 | 11 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 893 | 11 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 874 | 11 | 0.01% | 0.02% | 372 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 788 | 10 | 0.0% | — | 376 | +788 | New | Q1 2026 | May 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 766 | 10 | 0.0% | — | 377 | +766 | New | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 772 | 10 | 0.0% | 0.0% | 374 | -37 | -4.57% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 844 | 10 | 0.0% | 0.0% | 373 | +2 | 0.24% | Q1 2026 | Apr 28, 2026 |
| Fortis Group Advisors, LLC | History | No change | 769 | 10 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westfuller Advisors, LLC | History | New | 720 | 9 | 0.0% | — | 384 | +720 | New | Q1 2026 | Apr 28, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 720 | 9 | 0.0% | — | 385 | +720 | New | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Added to | 694 | 9 | 0.0% | 0.0% | 382 | +492 | 243.56% | Q1 2026 | May 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 741 | 9 | 0.0% | 0.0% | 379 | -87 | -10.51% | Q1 2026 | Apr 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 690 | 9 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 710 | 9 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 235 | 9 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Purpose Unlimited Inc. | History | No change | 756 | 9 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 659 | 8 | 0.0% | 0.0% | 390 | +283 | 75.27% | Q1 2026 | May 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 641 | 8 | 0.0% | 0.0% | 388 | +1 | 0.16% | Q1 2026 | May 05, 2026 |
| COUNTRY TRUST BANK | History | No change | 621 | 8 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 642 | 8 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | No change | 621 | 8 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 535 | 7 | 0.0% | 0.0% | 393 | -410 | -43.39% | Q1 2026 | Apr 23, 2026 |
| Activest Wealth Management | History | Reduced | 548 | 7 | 0.0% | 0.0% | 392 | -329 | -37.51% | Q1 2026 | Apr 15, 2026 |
| POM Investment Strategies, LLC | History | Added to | 554 | 7 | 0.01% | 0.0% | 394 | +275 | 98.57% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 599 | 7 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Abound Wealth Management | History | No change | 598 | 7 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PFS Partners, LLC | History | No change | 536 | 7 | 0.0% | 0.01% | 396 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Anfield Capital Management, LLC | History | New | 500 | 6 | 0.0% | — | 402 | +500 | New | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 531 | 6 | 0.0% | 0.0% | 399 | -291 | -35.4% | Q1 2026 | Apr 22, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 429 | 6 | 0.0% | 0.0% | 398 | +261 | 155.36% | Q1 2026 | Apr 17, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 488 | 6 | 0.0% | 0.01% | 401 | -16 | -3.17% | Q1 2026 | Apr 08, 2026 |
| SouthState Bank Corp | History | No change | 501 | 6 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Olistico Wealth, LLC | History | No change | 511 | 6 | 0.0% | 0.01% | 400 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MATHER GROUP, LLC. | History | New | 385 | 5 | 0.0% | — | 413 | +385 | New | Q1 2026 | Apr 13, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 389 | 5 | 0.0% | 0.0% | 410 | -192 | -33.05% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Reduced | 415 | 5 | 0.0% | 0.0% | 403 | -64 | -13.36% | Q1 2026 | Apr 07, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 419 | 5 | 0.0% | 0.0% | 412 | +20 | 5.01% | Q1 2026 | May 05, 2026 |
| CHELSEA COUNSEL CO | History | No change | 200 | 5 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 427 | 5 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SFAM, LLC | History | No change | 387 | 5 | 0.0% | 0.01% | 406 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SITTNER & NELSON, LLC | History | No change | 393 | 5 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 420 | 5 | 0.0% | 0.01% | 408 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Knott David M Jr | History | No change | 428 | 5 | 0.0% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 437 | 5 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 350 | 4 | 0.0% | 0.02% | 419 | -2,448 | -87.49% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 364 | 4 | 0.0% | 0.0% | 414 | -404 | -52.6% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 352 | 4 | 0.0% | 0.0% | 415 | -66 | -15.79% | Q1 2026 | Apr 13, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 336 | 4 | 0.0% | 0.0% | 424 | -51 | -13.18% | Q1 2026 | Apr 29, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 380 | 4 | 0.0% | 0.0% | 423 | -40 | -9.52% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Reduced | 363 | 4 | 0.0% | 0.0% | 425 | -7 | -1.89% | Q1 2026 | May 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 327 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Estabrook Capital Management | History | No change | 358 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 380 | 4 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 336 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 307 | 4 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ORG Partners LLC | History | No change | 187 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Curat Global, LLC | History | Reduced | 244 | 3 | 0.0% | 0.02% | 451 | -530 | -68.48% | Q1 2026 | Apr 21, 2026 |
| True Link Financial Advisors, LLC | History | New | 304 | 3 | 0.0% | — | 459 | +304 | New | Q1 2026 | Apr 29, 2026 |
| PlanVest Financial, Inc | History | New | 293 | 3 | 0.0% | — | 463 | +293 | New | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | New | 291 | 3 | 0.0% | — | 457 | +291 | New | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | New | 268 | 3 | 0.0% | — | 462 | +268 | New | Q1 2026 | May 07, 2026 |
| Davis Asset Management, L.P. | History | New | 254 | 3 | 0.0% | — | 460 | +254 | New | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Added to | 297 | 3 | 0.0% | 0.0% | 446 | +237 | 395.0% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 234 | 3 | 0.0% | — | 456 | +234 | New | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 230 | 3 | 0.0% | — | 458 | +230 | New | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | New | 229 | 3 | 0.0% | — | 461 | +229 | New | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | Reduced | 266 | 3 | 0.0% | 0.0% | 439 | -136 | -33.83% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 286 | 3 | 0.0% | 0.0% | 436 | -122 | -29.9% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | Reduced | 277 | 3 | 0.0% | 0.0% | 447 | -98 | -26.13% | Q1 2026 | Apr 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 262 | 3 | 0.0% | 0.0% | 437 | +70 | 36.46% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 270 | 3 | 0.0% | 0.0% | 431 | -56 | -17.18% | Q1 2026 | Apr 21, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 231 | 3 | 0.0% | 0.0% | 440 | -26 | -10.12% | Q1 2026 | May 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 303 | 3 | 0.0% | 0.0% | 433 | -25 | -7.62% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 298 | 3 | 0.0% | 0.0% | 432 | +17 | 6.05% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 294 | 3 | 0.0% | 0.0% | 430 | -14 | -4.55% | Q1 2026 | Apr 17, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 240 | 3 | 0.0% | 0.0% | 450 | -7 | -2.83% | Q1 2026 | May 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 274 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 257 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 301 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| S&T BANK/PA | History | No change | 256 | 3 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Field & Main Bank | History | No change | 300 | 3 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CKW FINANCIAL GROUP | History | No change | 215 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 258 | 3 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MTM Investment Management, LLC | History | No change | 235 | 3 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Avengers, Inc. | History | No change | 279 | 3 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 296 | 3 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 124 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | No change | 244 | 3 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Motiv8 Investments LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Planning,Inc | History | No change | 299 | 3 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ransom Advisory, Ltd | History | No change | 125 | 3 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 270 | 3 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 278 | 3 | 0.0% | 0.01% | 454 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 290 | 3 | 0.0% | 0.01% | 455 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Paladin Advisory Group, LLC | History | New | 200 | 2 | 0.0% | — | 491 | +200 | New | Q1 2026 | Apr 30, 2026 |
| Napier Financial, LLC | History | New | 156 | 2 | 0.0% | — | 492 | +156 | New | Q1 2026 | May 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 167 | 2 | 0.0% | — | 481 | +145 | 659.09% | Q1 2026 | May 06, 2026 |
| BALLAST ADVISORS LLC | History | New | 130 | 2 | 0.0% | — | 490 | +130 | New | Q1 2026 | May 12, 2026 |
| United Financial Planning Group LLC | History | Added to | 158 | 2 | 0.0% | 0.0% | 488 | +41 | 35.04% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 171 | 2 | 0.0% | 0.0% | 483 | +39 | 29.55% | Q1 2026 | Apr 07, 2026 |
| BAYBAN | History | Added to | 157 | 2 | 0.0% | 0.0% | 489 | +37 | 30.83% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 189 | 2 | 0.0% | 0.0% | 465 | +33 | 21.15% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 176 | 2 | 0.0% | 0.0% | 476 | +26 | 17.33% | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 172 | 2 | 0.0% | 0.0% | 472 | -18 | -9.47% | Q1 2026 | May 19, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 195 | 2 | 0.0% | 0.0% | 487 | -15 | -7.14% | Q1 2026 | Apr 07, 2026 |
| TSFG, LLC | History | Added to | 160 | 2 | 0.0% | 0.0% | 478 | +5 | 3.23% | Q1 2026 | Apr 27, 2026 |
| Truvestments Capital LLC | History | Reduced | 172 | 2 | 0.0% | 0.0% | 474 | -4 | -2.27% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | Reduced | 194 | 2 | 0.0% | 0.0% | 484 | -4 | -2.02% | Q1 2026 | May 01, 2026 |
| MCF Advisors LLC | History | Added to | 179 | 2 | 0.0% | 0.0% | 471 | +3 | 1.7% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 185 | 2 | 0.0% | 0.0% | 480 | -3 | -1.6% | Q1 2026 | May 08, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 167 | 2 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GODSEY & GIBB, INC | History | No change | 155 | 2 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 180 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 213 | 2 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 174 | 2 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 216 | 2 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 103 | 2 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| ESL Trust Services, LLC | History | No change | 208 | 2 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 199 | 2 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 90 | 2 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Raiffeisen Bank International AG | History | No change | 200 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pandora Wealth, Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 58 | 1 | 0.0% | 0.12% | 495 | -517,917 | -99.99% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 115 | 1 | 0.0% | 0.0% | 530 | -253 | -68.75% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | Reduced | 96 | 1 | 0.0% | 0.0% | 526 | -234 | -70.91% | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | Reduced | 119 | 1 | 0.0% | 0.0% | 493 | -171 | -58.97% | Q1 2026 | Apr 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 144 | 1 | 0.0% | 0.0% | 499 | -160 | -52.63% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | New | 139 | 1 | 0.0% | — | 547 | +139 | New | Q1 2026 | Apr 29, 2026 |
| Vanguard National Trust Co | History | New | 120 | 1 | 0.0% | — | 550 | +120 | New | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 112 | 1 | 0.0% | — | 549 | +112 | New | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 111 | 1 | 0.0% | — | 546 | +111 | New | Q1 2026 | Apr 29, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 118 | 1 | 0.0% | — | 528 | +103 | 686.67% | Q1 2026 | May 08, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 104 | 1 | 0.0% | — | 529 | +103 | 10300.0% | Q1 2026 | Apr 30, 2026 |
| Zeit Capital LLC | History | New | 90 | 1 | 0.0% | — | 548 | +90 | New | Q1 2026 | May 05, 2026 |
| Banque Transatlantique SA | History | Reduced | 145 | 1 | 0.0% | 0.0% | 534 | -77 | -34.68% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | Added to | 131 | 1 | 0.0% | 0.0% | 498 | +73 | 125.86% | Q1 2026 | Apr 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 91 | 1 | 0.0% | 0.0% | 543 | -61 | -40.13% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 77 | 1 | 0.0% | 0.0% | 496 | -50 | -39.37% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | Added to | 145 | 1 | 0.0% | 0.0% | 518 | +43 | 42.16% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 83 | 1 | 0.0% | 0.0% | 516 | +40 | 93.02% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 91 | 1 | 0.0% | 0.0% | 545 | -31 | -25.41% | Q1 2026 | Apr 24, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 111 | 1 | 0.0% | 0.0% | 522 | -21 | -15.91% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 80 | 1 | 0.0% | 0.0% | 511 | +20 | 33.33% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 96 | 1 | 0.0% | 0.0% | 509 | -10 | -9.43% | Q1 2026 | Apr 06, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 90 | 1 | 0.0% | 0.0% | 513 | +6 | 7.14% | Q1 2026 | May 13, 2026 |
| OAKMONT Corp | History | No change | 115 | 1 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bangor Savings Bank | History | No change | 88 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 125 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 77 | 1 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 129 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Richardson Capital Management LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Roble, Belko & Company, Inc | History | No change | 85 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Darwin Wealth Management, LLC | History | No change | 141 | 1 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Trust, LLC | History | No change | 133 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 92 | 1 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pflug Koory, LLC | History | No change | 146 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kozak & Associates, Inc. | History | No change | 133 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Avalon Trust Co | History | No change | 125 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| West Financial Advisors, LLC | History | No change | 134 | 1 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CoreFirst Bank & Trust | History | No change | 40 | 1 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 90 | 1 | 0.0% | 0.01% | 520 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 78 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 125 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Register Financial Advisors LLC | History | No change | 114 | 1 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 91 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BankPlus Trust Department | History | No change | 120 | 1 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 92 | 1 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | No change | 116 | 1 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Holos Integrated Wealth LLC | History | No change | 107 | 1 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 89 | 1 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EFG International AG | History | No change | 92 | 1 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 102 | 1 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 120 | 1 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Phillip James Consulting Co. | History | No change | 20 | 1 | 0.0% | — | 542 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Monetary Solutions, Ltd | History | No change | 110 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DME Capital Management, LP | History | Closed out | 0 | 0 | — | 3.56% | — | -3,816,353 | -100.0% | Q1 2026 | May 15, 2026 |
| Zimmer Partners, LP | History | Closed out | 0 | 0 | — | 1.56% | — | -2,227,253 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,106,806 | -100.0% | Q1 2026 | May 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -750,000 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -496,726 | -100.0% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -491,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.06% | — | -428,199 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.01% | — | -405,976 | -100.0% | Q1 2026 | May 06, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.01% | — | -390,593 | -100.0% | Q1 2026 | May 14, 2026 |
| Bastion Asset Management Inc. | History | Closed out | 0 | 0 | — | 4.99% | — | -334,884 | -100.0% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -297,636 | -100.0% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -234,859 | -100.0% | Q1 2026 | May 11, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.21% | — | -227,378 | -100.0% | Q1 2026 | May 12, 2026 |
| AYAL Capital Advisors Ltd | History | Closed out | 0 | 0 | — | 1.76% | — | -190,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -167,952 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -159,997 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.04% | — | -154,291 | -100.0% | Q1 2026 | May 15, 2026 |
| Phocas Financial Corp. | History | Closed out | 0 | 0 | — | 0.49% | — | -141,023 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -126,244 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -126,019 | -100.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -117,371 | -100.0% | Q1 2026 | May 08, 2026 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -112,531 | -100.0% | Q1 2026 | May 07, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -101,682 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -100,210 | -100.0% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -96,931 | -100.0% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.1% | — | -69,630 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -67,083 | -100.0% | Q1 2026 | May 14, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -57,500 | -100.0% | Q1 2026 | May 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -57,232 | -100.0% | Q1 2026 | May 15, 2026 |
| Maxi Investments CY Ltd | History | Closed out | 0 | 0 | — | 0.24% | — | -50,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -41,646 | -100.0% | Q1 2026 | May 14, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.15% | — | -36,490 | -100.0% | Q1 2026 | May 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -33,707 | -100.0% | Q1 2026 | May 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,219 | -100.0% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.06% | — | -31,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,337 | -100.0% | Q1 2026 | May 06, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -26,582 | -100.0% | Q1 2026 | May 12, 2026 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -25,631 | -100.0% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -24,233 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TWIN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,207 | -100.0% | Q1 2026 | May 05, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -18,005 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -17,702 | -100.0% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,078 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,056 | -100.0% | Q1 2026 | May 01, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.02% | — | -16,587 | -100.0% | Q1 2026 | Apr 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -16,100 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Z3 Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -15,912 | -100.0% | Q1 2026 | May 07, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -15,153 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,313 | -100.0% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,414 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,400 | -100.0% | Q1 2026 | May 13, 2026 |
| Westover Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,162 | -100.0% | Q1 2026 | May 05, 2026 |
| LWM Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,648 | -100.0% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,515 | -100.0% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,273 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,164 | -100.0% | Q1 2026 | May 05, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,998 | -100.0% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,816 | -100.0% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,583 | -100.0% | Q1 2026 | May 15, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,217 | -100.0% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,166 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,961 | -100.0% | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,647 | -100.0% | Q1 2026 | May 08, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -8,539 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -8,488 | -100.0% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,376 | -100.0% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,321 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,316 | -100.0% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -8,206 | -100.0% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,047 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -7,671 | -100.0% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,660 | -100.0% | Q1 2026 | Apr 30, 2026 |
| LSV ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,875 | -100.0% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,466 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.0% | — | -1,158 | -100.0% | Q1 2026 | May 13, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -971 | -100.0% | Q1 2026 | May 01, 2026 |
| Torren Management, LLC | History | Reduced | 52 | 0 | — | 0.01% | — | -805 | -93.93% | Q1 2026 | Apr 30, 2026 |
| Grove Bank & Trust | History | Reduced | 31 | 0 | — | 0.0% | — | -800 | -96.27% | Q1 2026 | Apr 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -746 | -100.0% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -732 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -636 | -100.0% | Q1 2026 | May 01, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -540 | -100.0% | Q1 2026 | May 14, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -523 | -100.0% | Q1 2026 | Apr 15, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -482 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q1 2026 | May 06, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -219 | -100.0% | Q1 2026 | May 04, 2026 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -189 | -92.2% | Q1 2026 | Apr 20, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -182 | -95.79% | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q1 2026 | May 01, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | May 04, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -140 | -91.5% | Q1 2026 | Apr 22, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 51 | 0 | — | 0.0% | — | -117 | -69.64% | Q1 2026 | Apr 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 04, 2026 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 19, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 71 | 0 | — | — | — | +71 | New | Q1 2026 | Apr 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -70 | -81.4% | Q1 2026 | May 11, 2026 |
| City State Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 66 | 0 | — | — | — | +66 | New | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 65 | 0 | — | — | — | +65 | New | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | Apr 07, 2026 |
| WPG Advisers, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -62 | -93.94% | Q1 2026 | Apr 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 54 | 0 | — | — | — | +54 | New | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 59 | 0 | — | 0.0% | — | -43 | -42.16% | Q1 2026 | Apr 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q1 2026 | May 12, 2026 |
| Longview Financial Advisors, Inc. | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | Apr 20, 2026 |
| LAM GROUP, INC. | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | Apr 22, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | Apr 28, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q1 2026 | May 04, 2026 |
| American Capital Advisory, LLC | History | Added to | 36 | 0 | — | — | — | +33 | 1100.0% | Q1 2026 | Apr 29, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | May 08, 2026 |
| Community Financial Services Group, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 08, 2026 |
| Mosley Wealth Management | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 27, 2026 |
| TD Capital Management LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | May 11, 2026 |
| Horrell Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | Apr 30, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Colonial Trust Advisors | History | Added to | 40 | 0 | — | — | — | +25 | 166.67% | Q1 2026 | May 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | Apr 17, 2026 |
| VANGUARD ADVISERS INC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 61 | 0 | — | 0.0% | — | +22 | 56.41% | Q1 2026 | Apr 28, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 51 | 0 | — | 0.0% | — | -22 | -30.14% | Q1 2026 | Apr 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 64 | 0 | — | 0.0% | — | +21 | 48.84% | Q1 2026 | Apr 30, 2026 |
| SIMA Wealth Partners, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 60 | 0 | — | 0.0% | — | -20 | -25.0% | Q1 2026 | May 01, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 14, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 29, 2026 |
| North Star Investment Management Corp. | History | Reduced | 43 | 0 | — | 0.0% | — | -19 | -30.65% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 4 | 0 | — | — | — | -19 | -82.61% | Q1 2026 | Apr 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 15 | 0 | — | — | — | -16 | -51.61% | Q1 2026 | Apr 08, 2026 |
| Horizon Investments, LLC | History | Added to | 36 | 0 | — | — | — | +15 | 71.43% | Q1 2026 | May 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 33 | 0 | — | 0.0% | — | -15 | -31.25% | Q1 2026 | Apr 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 44 | 0 | — | — | — | +15 | 51.72% | Q1 2026 | May 14, 2026 |
| Family CFO Inc | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 18 | 0 | — | — | — | +13 | 260.0% | Q1 2026 | May 11, 2026 |
| Pacific Center for Financial Services | History | Added to | 29 | 0 | — | — | — | +13 | 81.25% | Q1 2026 | May 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -12 | -85.71% | Q1 2026 | Apr 14, 2026 |
| Leo H. Evart, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 07, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 22 | 0 | — | 0.0% | — | -11 | -33.33% | Q1 2026 | Apr 16, 2026 |
| Tidemark, LLC | History | Added to | 13 | 0 | — | — | — | +11 | 550.0% | Q1 2026 | May 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 13, 2026 |
| Bank of New Hampshire | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -9 | -90.0% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 07, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 12, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 20 | 0 | — | — | — | -4 | -16.67% | Q1 2026 | Apr 27, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 18 | 0 | — | — | — | +3 | 20.0% | Q1 2026 | Apr 10, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q1 2026 | Apr 22, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| CGC Financial Services, LLC | History | Reduced | 72 | 0 | — | 0.0% | — | -1 | -1.37% | Q1 2026 | Apr 13, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 52 | 0 | — | 0.0% | — | -1 | -1.89% | Q1 2026 | Apr 27, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 70 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 27 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 57 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | No change | 72 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Kimelman & Baird, LLC | History | No change | 40 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 69 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JNBA Financial Advisors | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Advisors | History | No change | 48 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Trust Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hurley Capital, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 59 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lavaca Capital LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 49 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mascoma Wealth Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 53 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Crewe Advisors LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | No change | 48 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clarity Asset Management, Inc. | History | No change | 52 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Costello Asset Management, INC | History | No change | 39 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFS Advisors, LLC | History | No change | 42 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Your Advocates Ltd., LLP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HighMark Wealth Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mechanics Financial Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GoalVest Advisory LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wells Financial Advisors INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Piscataqua Savings Bank | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Corsicana & Co. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Connections Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 56 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Red Tortoise LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Global Wealth Strategies & Associates | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Coston, McIsaac & Partners | History | No change | 64 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SWAN Capital LLC | History | No change | 51 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Freedom, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Aspect Partners, LLC | History | No change | 70 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Centennial Bank/AR/ | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 50 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Perspectives, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Caitlin John, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 40 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 61 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bank & Trust Co | History | No change | 44 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fairscale Capital, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aviso Financial Inc. | History | No change | 72 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| REAP Financial Group, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 40 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Graney & King, LLC | History | No change | 48 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Groupe la Francaise | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 63 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BIRCHBROOK, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Boreal Capital Management LLC | History | No change | 67 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |