KULICKE & SOFFA INDUSTRIES INC - KLIC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 8,707,901 | 572,283 | 0.01% | 0.01% | 1 | +204,225 | 2.4% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,487,256 | 163,462 | 0.01% | — | 2 | +2,487,256 | New | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 3,513,023 | 160,053 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 2,019,526 | 133,138 | 0.0% | 0.0% | 4 | +9,893 | 0.49% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,969,464 | 129,433 | 0.17% | 0.07% | 5 | +579,313 | 41.67% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | No change | 1,744,923 | 114,676 | 0.03% | 0.01% | 6 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,559,155 | 102,467 | 0.09% | 0.08% | 7 | -585,663 | -27.31% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,292,701 | 84,973 | 0.01% | 0.0% | 8 | +33,092 | 2.63% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,241,257 | 81,561 | 0.02% | 0.02% | 9 | -362,161 | -22.59% | Q1 2026 | May 07, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 1,151,020 | 75,645 | 1.68% | 1.5% | 10 | -326,345 | -22.09% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,090,103 | 71,641 | 0.04% | 0.04% | 11 | -507,444 | -31.76% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 957,576 | 62,931 | 0.26% | 0.14% | 12 | +143,907 | 17.69% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 950,484 | 62,465 | 0.0% | 0.0% | 13 | -279,846 | -22.75% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 926,915 | 60,916 | 0.01% | 0.0% | 14 | +514,983 | 125.02% | Q1 2026 | May 05, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 873,817 | 57,427 | 0.19% | — | 15 | +873,817 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 694,801 | 45,662 | 0.01% | 0.01% | 16 | -72,200 | -9.41% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 654,581 | 43,019 | 0.01% | 0.0% | 17 | -10,706 | -1.61% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 619,998 | 40,746 | 0.0% | — | 18 | +619,998 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 592,496 | 38,938 | 0.01% | 0.0% | 19 | -7,401 | -1.23% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 587,147 | 38,587 | 0.38% | 0.43% | 20 | -353,875 | -37.61% | Q1 2026 | May 12, 2026 |
| EMERALD ADVISERS, LLC | History | Added to | 568,996 | 37,394 | 1.18% | 0.76% | 21 | +29,882 | 5.54% | Q1 2026 | May 04, 2026 |
| Nuveen, LLC | History | Added to | 496,502 | 32,630 | 0.01% | 0.0% | 22 | +379,140 | 323.05% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 459,431 | 30,193 | 0.02% | 0.03% | 23 | -760,046 | -62.33% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 451,386 | 29,665 | 0.16% | 0.15% | 24 | -155,750 | -25.65% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 449,296 | 29,529 | 0.01% | 0.01% | 25 | -271,661 | -37.68% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 432,492 | 28,423 | 0.01% | 0.01% | 26 | -6,356 | -1.45% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 430,925 | 28,320 | 0.0% | 0.0% | 27 | +294,171 | 215.11% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 430,600 | 28,189 | 0.03% | 0.02% | 28 | +40,475 | 10.37% | Q1 2026 | May 08, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 398,036 | 26,158 | 0.09% | 0.08% | 29 | -233,981 | -37.02% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 367,745 | 24,168 | 0.01% | 0.0% | 30 | +307,012 | 505.51% | Q1 2026 | May 15, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Added to | 349,295 | 22,955 | 1.11% | 0.72% | 31 | +26,838 | 8.32% | Q1 2026 | May 04, 2026 |
| MARSHALL WACE, LLP | History | New | 339,203 | 22,292 | 0.02% | — | 32 | +339,203 | New | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 332,244 | 21,815 | 0.03% | 0.0% | 33 | +311,710 | 1518.02% | Q1 2026 | May 13, 2026 |
| Divisar Capital Management LLC | History | Reduced | 316,887 | 20,825 | 5.31% | 6.16% | 34 | -164,134 | -34.12% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 313,321 | 20,591 | 0.01% | 0.01% | 35 | +64,368 | 25.86% | Q1 2026 | May 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 312,068 | 20,509 | 0.01% | — | 36 | +312,068 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 311,371 | 19,239 | 0.0% | 0.0% | 37 | +82,402 | 35.99% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 284,831 | 18,719 | 0.05% | 0.0% | 38 | +280,156 | 5992.64% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 281,182 | 18,479 | 0.01% | 0.0% | 39 | +201,030 | 250.81% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 275,933 | 18,134 | 0.0% | 0.0% | 40 | +103,718 | 60.23% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 246,098 | 16,173 | 0.0% | 0.0% | 41 | +64,638 | 35.62% | Q1 2026 | May 15, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Reduced | 244,100 | 16,042 | 2.24% | 1.64% | 42 | -32,000 | -11.59% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 228,267 | 15,001 | 0.05% | 0.03% | 43 | +47,550 | 26.31% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 226,182 | 14,864 | 0.03% | 0.02% | 44 | +52,558 | 30.27% | Q1 2026 | May 11, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 221,455 | 14,554 | 0.33% | 0.25% | 45 | -10,970 | -4.72% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 221,358 | 14,547 | 0.01% | 0.01% | 46 | +91,711 | 70.74% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 218,835 | 14,381 | 0.02% | 0.0% | 47 | +190,669 | 676.95% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 217,319 | 14,282 | 0.02% | 0.0% | 48 | +167,835 | 339.17% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 210,267 | 13,820 | 0.0% | 0.0% | 49 | +156,254 | 289.29% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 196,343 | 12,903 | 0.0% | 0.0% | 50 | +161 | 0.08% | Q1 2026 | May 04, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 187,449 | 12,319 | 0.08% | 0.07% | 51 | -83,792 | -30.89% | Q1 2026 | Apr 21, 2026 |
| Ceredex Value Advisors LLC | History | New | 182,650 | 12,003 | 0.38% | — | 52 | +182,650 | New | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 174,492 | 11,468 | 0.17% | 0.15% | 53 | -34,738 | -16.6% | Q1 2026 | May 14, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 171,325 | 11,259 | 0.43% | 0.33% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 159,072 | 10,454 | 0.0% | 0.0% | 55 | +4,698 | 3.04% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 157,996 | 10,383 | 0.01% | 0.0% | 56 | +84,008 | 113.54% | Q1 2026 | Apr 16, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 146,067 | 9,599 | 0.01% | 0.01% | 57 | +846 | 0.58% | Q1 2026 | May 12, 2026 |
| Woodline Partners LP | History | Reduced | 139,213 | 9,149 | 0.03% | 0.15% | 58 | -710,828 | -83.62% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 135,343 | 8,894 | 0.0% | 0.0% | 59 | -101,712 | -42.91% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 133,220 | 8,755 | 0.01% | 0.0% | 60 | +60,719 | 83.75% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 129,427 | 8,505 | 0.0% | 0.0% | 61 | -7,017 | -5.14% | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 125,648 | 8,258 | 0.01% | — | 62 | +125,648 | New | Q1 2026 | May 15, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | History | New | 123,690 | 8,128 | 2.93% | — | 63 | +123,690 | New | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 121,824 | 8,006 | 0.0% | 0.0% | 64 | -62,349 | -33.85% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Added to | 117,130 | 7,697 | 0.25% | 0.02% | 65 | +104,289 | 812.16% | Q1 2026 | May 18, 2026 |
| ProShare Advisors LLC | History | Added to | 116,057 | 7,627 | 0.01% | 0.0% | 66 | +106,131 | 1069.22% | Q1 2026 | Apr 24, 2026 |
| Hillsdale Investment Management Inc. | History | New | 115,620 | 7,598 | 0.21% | — | 67 | +115,620 | New | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 114,319 | 7,513 | 0.01% | 0.01% | 68 | -1,579 | -1.36% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 106,915 | 7,026 | 0.0% | 0.0% | 69 | -107,071 | -50.04% | Q1 2026 | May 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 106,380 | 6,991 | 0.23% | — | 70 | +106,380 | New | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 106,145 | 6,975 | 0.03% | 0.0% | 71 | +87,306 | 463.43% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Added to | 103,600 | 6,808 | 0.0% | 0.0% | 72 | +800 | 0.78% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | Reduced | 100,829 | 6,626 | 0.02% | 0.02% | 73 | -64,771 | -39.11% | Q1 2026 | May 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 98,028 | 6,442 | 0.97% | 0.71% | 74 | -3,131 | -3.1% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 94,700 | 6,223 | 0.0% | 0.0% | 75 | -86,806 | -47.83% | Q1 2026 | May 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 94,284 | 6,196 | 1.72% | 1.11% | 76 | +11,356 | 13.69% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 89,300 | 5,868 | 0.05% | 0.03% | 77 | +8,080 | 9.95% | Q1 2026 | May 14, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | New | 85,651 | 5,628 | 0.37% | — | 78 | +85,651 | New | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 83,714 | 5,501 | 0.08% | 0.05% | 79 | +12,493 | 17.54% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 81,571 | 5,360 | 0.0% | 0.0% | 80 | -25,455 | -23.78% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 79,728 | 5,239 | 0.01% | 0.01% | 81 | -1,600 | -1.97% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 77,903 | 5,119 | 0.0% | 0.0% | 82 | +8,452 | 12.17% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 74,196 | 4,876 | 0.01% | 0.01% | 83 | -1,705 | -2.25% | Q1 2026 | Apr 27, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 73,583 | 4,835 | 0.14% | 0.1% | 84 | -771 | -1.04% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Added to | 73,328 | 4,819 | 0.06% | 0.01% | 85 | +62,597 | 583.33% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 71,490 | 4,698 | 0.0% | 0.0% | 86 | -22,287 | -23.77% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 71,082 | 4,671 | 0.01% | 0.01% | 87 | -1,140 | -1.58% | Q1 2026 | May 06, 2026 |
| Empowered Funds, LLC | History | New | 70,128 | 4,608 | 0.03% | — | 88 | +70,128 | New | Q1 2026 | May 14, 2026 |
| Informed Momentum Co LLC | History | New | 68,520 | 4,503 | 0.52% | — | 89 | +68,520 | New | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 68,065 | 4,473 | 0.02% | 0.03% | 90 | -133,032 | -66.15% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 67,998 | 4,468 | 0.0% | 0.0% | 91 | +22,533 | 49.56% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 64,747 | 4,255 | 0.01% | 0.0% | 92 | +62,556 | 2855.13% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 62,848 | 4,130 | 0.02% | 0.05% | 93 | -151,484 | -70.68% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 61,888 | 4,067 | 0.0% | 0.0% | 94 | -39,162 | -38.76% | Q1 2026 | May 15, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 61,401 | 4,035 | 0.27% | 0.22% | 95 | -19,141 | -23.77% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 61,216 | 4,023 | 0.0% | 0.0% | 96 | +11,070 | 22.08% | Q1 2026 | May 15, 2026 |
| Olstein Capital Management, L.P. | History | Reduced | 61,000 | 4,009 | 0.88% | 1.33% | 97 | -81,461 | -57.18% | Q1 2026 | Apr 21, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 60,017 | 3,944 | 0.0% | 0.0% | 98 | +53,497 | 820.51% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | New | 60,000 | 3,943 | 0.01% | — | 99 | +60,000 | New | Q1 2026 | May 13, 2026 |
| 4D Advisors, LLC | History | New | 60,000 | 3,943 | 2.5% | — | 100 | +60,000 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 59,122 | 3,885 | 0.01% | 0.0% | 101 | +26,848 | 83.19% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 58,894 | 3,870 | 0.0% | 0.0% | 102 | -15,839 | -21.19% | Q1 2026 | May 13, 2026 |
| Amundi | History | Added to | 58,660 | 3,855 | 0.0% | 0.0% | 103 | +40,254 | 218.7% | Q1 2026 | May 15, 2026 |
| ICON ADVISERS INC/CO | History | No change | 58,000 | 3,811 | 0.88% | 0.57% | 104 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 52,928 | 3,478 | 0.0% | 0.0% | 105 | -379 | -0.71% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 49,906 | 3,279 | 0.0% | 0.0% | 106 | -4,294 | -7.92% | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 49,810 | 3,273 | 0.01% | — | 107 | +49,810 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 48,607 | 3,194 | 0.0% | — | 108 | +48,607 | New | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 47,158 | 3,099 | 0.01% | 0.0% | 109 | +11,327 | 31.61% | Q1 2026 | May 01, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 65,683 | 2,992 | 0.0% | 0.0% | 110 | -3,503 | -5.06% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 44,352 | 2,917 | 0.01% | 0.0% | 111 | -2,682 | -5.7% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 41,080 | 2,699 | 0.0% | 0.0% | 112 | -13,524 | -24.77% | Q1 2026 | May 15, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 40,200 | 2,641 | 0.31% | 0.23% | 113 | -1,950 | -4.63% | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 39,909 | 2,622 | 0.09% | 0.06% | 114 | +3,298 | 9.01% | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 38,517 | 2,531 | 0.0% | 0.0% | 115 | +18,712 | 94.48% | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 38,343 | 2,519 | 0.02% | 0.01% | 116 | +21,910 | 133.33% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 36,747 | 2,415 | 0.0% | 0.0% | 117 | -5,237 | -12.47% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 36,437 | 2,394 | 0.0% | 0.0% | 118 | +4,299 | 13.38% | Q1 2026 | May 11, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 36,006 | 2,366 | 0.05% | 0.03% | 119 | -650 | -1.77% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 35,411 | 2,327 | 0.0% | 0.0% | 120 | +34,440 | 3546.86% | Q1 2026 | May 01, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 34,823 | 2,288 | 0.02% | 0.02% | 121 | -730 | -2.05% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 34,311 | 2,254 | 0.01% | 0.0% | 122 | +7,964 | 30.23% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | New | 33,549 | 2,204 | 0.01% | — | 123 | +33,549 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 32,606 | 2,142 | 0.0% | 0.0% | 124 | +2,717 | 9.09% | Q1 2026 | May 06, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 32,490 | 2,135 | 0.01% | 0.0% | 125 | +13,152 | 68.01% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 32,377 | 2,127 | 0.01% | 0.01% | 126 | -28,277 | -46.62% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | Added to | 31,426 | 2,065 | 0.03% | 0.01% | 127 | +9,846 | 45.63% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | New | 30,839 | 2,026 | 0.01% | — | 128 | +30,839 | New | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 30,833 | 2,026 | 0.01% | — | 129 | +30,833 | New | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 30,436 | 2,000 | 0.03% | 0.02% | 130 | -370 | -1.2% | Q1 2026 | May 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 30,000 | 1,971 | 0.04% | — | 131 | +30,000 | New | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 29,721 | 1,953 | 0.0% | 0.0% | 132 | +29,084 | 4565.78% | Q1 2026 | May 11, 2026 |
| BURNEY CO/ | History | New | 28,486 | 1,872 | 0.06% | — | 133 | +28,486 | New | Q1 2026 | Apr 29, 2026 |
| Capital Investment Counsel, Inc | History | No change | 28,340 | 1,862 | 0.23% | 0.15% | 134 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 28,177 | 1,851 | 0.02% | 0.01% | 135 | +2,595 | 10.14% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,815 | 1,828 | 0.0% | 0.0% | 136 | +3,232 | 13.15% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 27,628 | 1,815 | 0.01% | 0.01% | 137 | -578 | -2.05% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 25,850 | 1,698 | 0.0% | 0.0% | 138 | +8,550 | 49.42% | Q1 2026 | May 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 25,000 | 1,643 | 0.13% | 0.09% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 24,785 | 1,628 | 0.0% | 0.0% | 140 | +327 | 1.34% | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 24,169 | 1,588 | 0.04% | 0.03% | 141 | -683 | -2.75% | Q1 2026 | May 13, 2026 |
| WINTON GROUP Ltd | History | Reduced | 24,012 | 1,578 | 0.06% | 0.05% | 142 | -6,479 | -21.25% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,892 | 1,570 | 0.0% | 0.0% | 143 | +220 | 0.93% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 23,822 | 1,565 | 0.0% | — | 144 | +23,822 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 23,615 | 1,551 | 0.0% | 0.0% | 145 | +11,068 | 88.21% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 23,200 | 1,524 | 0.03% | 0.02% | 146 | -700 | -2.93% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,144 | 1,521 | 0.0% | 0.0% | 147 | -42,229 | -64.6% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 22,905 | 1,505 | 0.01% | 0.01% | 148 | -2,121 | -8.48% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 22,545 | 1,483 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 21,227 | 1,395 | 0.01% | 0.0% | 150 | -2,542 | -10.69% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 21,098 | 1,387 | 0.0% | 0.0% | 151 | -160 | -0.75% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 29,900 | 1,362 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | New | 20,688 | 1,359 | 0.02% | — | 153 | +20,688 | New | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,999 | 1,281 | 0.0% | 0.0% | 154 | -1,895 | -8.66% | Q1 2026 | Apr 08, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 19,131 | 1,257 | 0.07% | — | 155 | +19,131 | New | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 18,213 | 1,196 | 0.0% | 0.0% | 156 | +1,765 | 10.73% | Q1 2026 | May 13, 2026 |
| Summit Global Investments | History | Reduced | 18,165 | 1,194 | 0.07% | 0.08% | 157 | -10,522 | -36.68% | Q1 2026 | May 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 17,874 | 1,175 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 17,688 | 1,162 | 0.86% | 0.72% | 159 | -3,600 | -16.91% | Q1 2026 | May 05, 2026 |
| Squarepoint Ops LLC | History | Reduced | 17,124 | 1,125 | 0.0% | 0.0% | 160 | -13,115 | -43.37% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 24,305 | 1,107 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 16,809 | 1,103 | 0.0% | 0.0% | 162 | -709 | -4.05% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Added to | 16,700 | 1,097 | 0.0% | 0.0% | 163 | +6,200 | 59.05% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,070 | 1,056 | 0.0% | 0.0% | 164 | -6,581 | -29.05% | Q1 2026 | May 12, 2026 |
| QSV Equity Investors LLC | History | No change | 23,139 | 1,054 | 1.56% | 1.56% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 15,900 | 1,044 | 0.0% | 0.0% | 166 | +10,500 | 194.44% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,873 | 1,043 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWINBEECH CAPITAL LP | History | New | 15,843 | 1,041 | 0.11% | — | 168 | +15,843 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 15,795 | 1,038 | 0.02% | 0.0% | 169 | +14,381 | 1017.04% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | Added to | 15,709 | 1,032 | 0.0% | 0.0% | 170 | +288 | 1.87% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 15,572 | 1,023 | 0.02% | — | 171 | +15,572 | New | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 15,538 | 1,021 | 0.0% | 0.0% | 172 | +3,726 | 31.54% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 15,023 | 987 | 0.01% | 0.0% | 173 | -91 | -0.6% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 14,927 | 982 | 0.0% | 0.0% | 174 | +5,037 | 50.93% | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | New | 14,933 | 981 | 0.03% | — | 175 | +14,933 | New | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 14,709 | 966 | 0.02% | 0.01% | 176 | -4,760 | -24.45% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 14,382 | 945 | 0.01% | 0.0% | 177 | -69 | -0.48% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,012 | 920 | 0.01% | 0.01% | 178 | -53 | -0.38% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 13,983 | 918 | 0.01% | — | 179 | +13,983 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 13,854 | 910 | 0.0% | — | 180 | +13,854 | New | Q1 2026 | May 08, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 13,800 | 906 | 0.34% | 0.17% | 181 | -1,553 | -10.12% | Q1 2026 | May 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,671 | 898 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Centurion Wealth Management LLC | History | No change | 13,500 | 887 | 0.2% | 0.13% | 183 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 13,238 | 870 | 0.07% | 0.05% | 184 | +380 | 2.96% | Q1 2026 | Apr 28, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 13,145 | 863 | 0.0% | 0.01% | 185 | -45,236 | -77.48% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 12,975 | 853 | 0.01% | 0.0% | 186 | -300 | -2.26% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 12,940 | 850 | 0.0% | 0.0% | 187 | +30 | 0.23% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 12,660 | 822 | 0.0% | 0.0% | 188 | +936 | 7.98% | Q1 2026 | Apr 30, 2026 |
| ALTFEST L J & CO INC | History | New | 12,130 | 797 | 0.09% | — | 189 | +12,130 | New | Q1 2026 | Apr 28, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 12,058 | 792 | 0.21% | 0.15% | 190 | -1,061 | -8.09% | Q1 2026 | Apr 22, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,917 | 783 | 0.01% | 0.01% | 191 | -55 | -0.46% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 17,113 | 779 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,700 | 770 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Smith Group Asset Management, LLC | History | New | 11,449 | 752 | 0.04% | — | 194 | +11,449 | New | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | New | 11,370 | 747 | 0.03% | — | 195 | +11,370 | New | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 16,199 | 738 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 11,039 | 725 | 0.01% | — | 197 | +11,039 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,852 | 713 | 0.0% | 0.0% | 198 | +5,592 | 106.31% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | New | 10,777 | 708 | 0.0% | — | 199 | +10,777 | New | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,409 | 684 | 0.0% | 0.0% | 200 | +1,385 | 15.35% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Reduced | 10,361 | 680 | 0.06% | 0.14% | 201 | -24,522 | -70.3% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 10,097 | 663 | 0.0% | 0.0% | 202 | -13,603 | -57.4% | Q1 2026 | May 15, 2026 |
| Braeburn Wealth Management LLC | History | New | 9,915 | 651 | 0.37% | — | 203 | +9,915 | New | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,658 | 624 | 0.0% | 0.0% | 204 | +7,506 | 348.79% | Q1 2026 | May 15, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 9,221 | 606 | 0.18% | 0.12% | 205 | -17 | -0.18% | Q1 2026 | May 05, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,070 | 596 | 0.0% | 0.0% | 206 | +2,752 | 43.56% | Q1 2026 | Apr 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,753 | 575 | 0.0% | 0.0% | 207 | -292 | -3.23% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | New | 8,700 | 571 | 0.01% | — | 208 | +8,700 | New | Q1 2026 | May 11, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 8,558 | 562 | 0.08% | — | 209 | +8,558 | New | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | Added to | 8,320 | 546 | 0.02% | 0.01% | 210 | +2,652 | 46.79% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 8,272 | 543 | 0.0% | 0.0% | 211 | +28 | 0.34% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 8,145 | 535 | 0.0% | — | 212 | +8,145 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,101 | 532 | 0.0% | 0.0% | 213 | +1,172 | 16.91% | Q1 2026 | May 05, 2026 |
| Freestone Grove Partners LP | History | Reduced | 7,657 | 503 | 0.0% | 0.01% | 214 | -12,768 | -62.51% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 7,630 | 501 | 0.01% | 0.01% | 215 | +49 | 0.65% | Q1 2026 | May 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 7,451 | 489 | 0.0% | — | 216 | +7,451 | New | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 7,430 | 488 | 0.03% | — | 217 | +7,430 | New | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | New | 7,419 | 487 | 0.0% | — | 218 | +7,419 | New | Q1 2026 | May 15, 2026 |
| Penbrook Management LLC | History | No change | 7,100 | 466 | 0.35% | 0.22% | 219 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 6,929 | 455 | 0.02% | 0.01% | 220 | -439 | -5.96% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,741 | 444 | 0.01% | 0.01% | 221 | -3,175 | -32.02% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 6,750 | 443 | 0.0% | 0.0% | 222 | -2,098 | -23.71% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,726 | 442 | 0.01% | 0.01% | 223 | +1,834 | 37.49% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,530 | 429 | 0.0% | 0.0% | 225 | +1,277 | 24.31% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,542 | 429 | 0.0% | 0.0% | 224 | -1,014 | -13.42% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | New | 6,334 | 416 | 0.0% | — | 226 | +6,334 | New | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,284 | 413 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 6,146 | 403 | 0.04% | — | 228 | +6,146 | New | Q1 2026 | Apr 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,988 | 393 | 0.0% | 0.0% | 229 | +28 | 0.47% | Q1 2026 | May 07, 2026 |
| Magnetar Financial LLC | History | Reduced | 5,833 | 383 | 0.0% | 0.01% | 230 | -8,501 | -59.31% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 6,142 | 379 | 0.07% | 0.1% | 231 | -8,259 | -57.35% | Q1 2026 | May 12, 2026 |
| Perpetual Ltd | History | New | 5,516 | 362 | 0.01% | — | 232 | +5,516 | New | Q1 2026 | Apr 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 5,463 | 359 | 0.0% | — | 233 | +5,463 | New | Q1 2026 | May 15, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 5,379 | 353 | 0.07% | 0.05% | 234 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Odyssean, LLC | History | New | 5,248 | 344 | 0.13% | — | 235 | +5,248 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 5,099 | 335 | 0.0% | 0.0% | 236 | -34,700 | -87.19% | Q1 2026 | May 15, 2026 |
| McMillan Office, Inc. | History | Reduced | 5,100 | 335 | 0.04% | 0.03% | 239 | -800 | -13.56% | Q1 2026 | Apr 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,086 | 335 | 0.01% | 0.01% | 238 | +164 | 3.33% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Reduced | 5,106 | 335 | 0.0% | 0.0% | 237 | -125 | -2.39% | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 5,009 | 330 | 0.05% | 0.04% | 240 | -1,127 | -18.37% | Q1 2026 | Apr 30, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Reduced | 5,000 | 328 | 0.31% | 0.78% | 241 | -15,000 | -75.0% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | New | 4,861 | 319 | 0.0% | — | 242 | +4,861 | New | Q1 2026 | Apr 27, 2026 |
| XPONANCE LLC | History | New | 4,809 | 316 | 0.0% | — | 243 | +4,809 | New | Q1 2026 | May 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 6,875 | 313 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,747 | 311 | 0.0% | 0.0% | 245 | +166 | 3.62% | Q1 2026 | May 13, 2026 |
| Auxano Advisors, LLC | History | No change | 4,700 | 308 | 0.06% | 0.04% | 246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Polymer Capital Management (US) LLC | History | New | 4,644 | 305 | 0.03% | — | 247 | +4,644 | New | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,564 | 300 | 0.0% | — | 248 | +4,564 | New | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,500 | 295 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | Reduced | 4,475 | 294 | 0.06% | 0.04% | 250 | -90 | -1.97% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,456 | 292 | 0.01% | 0.0% | 251 | +468 | 11.74% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,439 | 291 | 0.01% | 0.0% | 252 | -587 | -11.68% | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 4,403 | 289 | 0.03% | 0.02% | 253 | -293 | -6.24% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | New | 4,392 | 288 | 0.0% | — | 254 | +4,392 | New | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | New | 4,252 | 279 | 0.01% | — | 255 | +4,252 | New | Q1 2026 | May 13, 2026 |
| Optimist Retirement Group LLC | History | New | 4,224 | 277 | 0.12% | — | 256 | +4,224 | New | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,172 | 274 | 0.01% | 0.01% | 257 | -138 | -3.2% | Q1 2026 | May 13, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 4,146 | 272 | 0.01% | — | 258 | +4,146 | New | Q1 2026 | May 08, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Reduced | 4,100 | 269 | 0.02% | 0.03% | 259 | -3,900 | -48.75% | Q1 2026 | May 14, 2026 |
| DnB Asset Management AS | History | New | 3,875 | 254 | 0.0% | — | 260 | +3,875 | New | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,849 | 253 | 0.0% | 0.0% | 261 | +267 | 7.45% | Q1 2026 | May 01, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 3,803 | 249 | 0.0% | — | 262 | +3,803 | New | Q1 2026 | May 11, 2026 |
| Verdad Advisers, LP | History | New | 3,791 | 249 | 0.28% | — | 263 | +3,791 | New | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | New | 3,748 | 246 | 0.04% | — | 264 | +3,748 | New | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Added to | 3,715 | 244 | 0.01% | 0.01% | 265 | +288 | 8.4% | Q1 2026 | Apr 06, 2026 |
| Merit Financial Group, LLC | History | New | 3,666 | 240 | 0.0% | — | 266 | +3,666 | New | Q1 2026 | Apr 15, 2026 |
| Balboa Wealth Partners | History | New | 3,638 | 239 | 0.04% | — | 267 | +3,638 | New | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | New | 2,406 | 235 | 0.01% | — | 268 | +2,406 | New | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 3,554 | 233 | 0.0% | — | 269 | +3,554 | New | Q1 2026 | Apr 30, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,521 | 231 | 0.0% | — | 270 | +3,521 | New | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,496 | 229 | 0.0% | 0.0% | 271 | -1,340 | -27.71% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | New | 3,349 | 220 | 0.0% | — | 272 | +3,349 | New | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 3,335 | 219 | 0.02% | 0.1% | 273 | -20,280 | -85.88% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 3,242 | 213 | 0.0% | — | 274 | +3,242 | New | Q1 2026 | May 08, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 3,208 | 210 | 0.06% | 0.19% | 275 | -7,701 | -70.59% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,157 | 207 | 0.01% | 0.0% | 276 | +2,380 | 306.31% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | New | 3,134 | 205 | 0.0% | — | 277 | +3,134 | New | Q1 2026 | May 13, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 2,999 | 197 | 0.03% | 0.02% | 278 | -1,210 | -28.75% | Q1 2026 | Apr 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,570 | 168 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,403 | 157 | 0.0% | 0.0% | 280 | +18 | 0.75% | Q1 2026 | Apr 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,200 | 144 | 0.0% | 0.0% | 281 | -6,100 | -73.49% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,881 | 123 | 0.0% | 0.0% | 282 | -58 | -2.99% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | Reduced | 1,753 | 115 | 0.0% | 0.0% | 283 | -403 | -18.69% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,741 | 114 | 0.0% | 0.0% | 284 | +37 | 2.17% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,670 | 110 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,506 | 98 | 0.0% | 0.0% | 287 | +41 | 2.8% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,495 | 98 | 0.01% | 0.01% | 286 | +38 | 2.61% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,465 | 96 | 0.0% | 0.0% | 288 | -83 | -5.36% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,017 | 91 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,210 | 79 | 0.0% | 0.0% | 290 | +171 | 16.46% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,023 | 67 | 0.0% | 0.0% | 291 | -24 | -2.29% | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 992 | 65 | 0.0% | 0.0% | 292 | -60 | -5.7% | Q1 2026 | May 13, 2026 |
| Global X Japan Co., Ltd. | History | New | 962 | 63 | 0.0% | — | 293 | +962 | New | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | Added to | 930 | 61 | 0.02% | 0.01% | 294 | +3 | 0.32% | Q1 2026 | May 21, 2026 |
| Arax Advisory Partners | History | Reduced | 916 | 60 | 0.0% | 0.0% | 296 | -73 | -7.38% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 911 | 60 | 0.0% | 0.0% | 295 | +8 | 0.89% | Q1 2026 | Apr 30, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 904 | 59 | 0.02% | 0.01% | 297 | +57 | 6.73% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | New | 887 | 58 | 0.0% | — | 300 | +887 | New | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 891 | 58 | 0.0% | 0.0% | 298 | +860 | 2774.19% | Q1 2026 | Jun 02, 2026 |
| True Wealth Design, LLC | History | No change | 895 | 58 | 0.02% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 781 | 51 | 0.0% | 0.0% | 302 | +94 | 13.68% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 779 | 51 | 0.0% | 0.0% | 301 | -33 | -4.06% | Q1 2026 | Apr 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 776 | 50 | 0.0% | 0.0% | 303 | -16 | -2.02% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 779 | 49 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| USA FINANCIAL FORMULAS | History | New | 673 | 44 | 0.01% | — | 306 | +673 | New | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 674 | 44 | 0.0% | 0.0% | 305 | -56 | -7.67% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 660 | 43 | 0.0% | 0.0% | 307 | +215 | 48.31% | Q1 2026 | Apr 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 566 | 34 | 0.0% | 0.0% | 309 | -829 | -59.43% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 522 | 34 | 0.01% | 0.0% | 308 | +220 | 72.85% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 500 | 33 | 0.0% | 0.0% | 310 | +161 | 47.49% | Q1 2026 | Apr 07, 2026 |
| State of Wyoming | History | Reduced | 502 | 32 | 0.0% | 0.02% | 311 | -2,872 | -85.12% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 353 | 32 | 0.0% | 0.0% | 312 | -100 | -22.08% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Added to | 411 | 27 | 0.0% | 0.0% | 313 | +12 | 3.01% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 415 | 27 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | Reduced | 387 | 25 | 0.02% | 0.03% | 315 | -658 | -62.97% | Q1 2026 | May 05, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 395 | 25 | 0.0% | — | 316 | +395 | New | Q1 2026 | Apr 30, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 374 | 24 | 0.0% | 0.02% | 317 | -1,986 | -84.15% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 331 | 22 | 0.01% | 0.01% | 318 | -137 | -29.27% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | No change | 323 | 21 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 275 | 18 | 0.0% | — | 320 | +275 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 255 | 16 | 0.0% | — | 322 | +255 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | New | 253 | 16 | 0.0% | — | 321 | +253 | New | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | New | 221 | 14 | 0.0% | — | 324 | +221 | New | Q1 2026 | May 19, 2026 |
| Larson Financial Group LLC | History | Reduced | 226 | 14 | 0.0% | 0.0% | 323 | -18 | -7.38% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | New | 203 | 13 | 0.0% | — | 329 | +203 | New | Q1 2026 | Apr 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 211 | 13 | 0.0% | 0.0% | 327 | +79 | 59.85% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | No change | 201 | 13 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 207 | 13 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 13 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 193 | 12 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Kilter Group LLC | History | Added to | 174 | 11 | 0.0% | — | 331 | +165 | 1833.33% | Q1 2026 | May 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 167 | 10 | 0.0% | 0.0% | 332 | +108 | 183.05% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 140 | 9 | 0.0% | 0.0% | 334 | +10 | 7.69% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 137 | 9 | 0.0% | 0.0% | 333 | +2 | 1.48% | Q1 2026 | May 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 150 | 9 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 124 | 8 | 0.0% | — | 337 | +124 | New | Q1 2026 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 136 | 8 | 0.0% | 0.0% | 336 | +5 | 3.82% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 118 | 7 | 0.0% | — | 338 | +101 | 594.12% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 6 | 0.0% | 0.0% | 339 | -1,000 | -90.91% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 92 | 6 | 0.0% | — | 342 | +92 | New | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 98 | 6 | 0.0% | 0.0% | 340 | +58 | 145.0% | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | No change | 93 | 6 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 84 | 5 | 0.0% | — | 345 | +68 | 425.0% | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | Added to | 90 | 5 | 0.0% | 0.0% | 344 | +61 | 210.34% | Q1 2026 | Apr 29, 2026 |
| WPG Advisers, LLC | History | Added to | 78 | 5 | 0.0% | 0.0% | 346 | +37 | 90.24% | Q1 2026 | Apr 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 82 | 5 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 64 | 4 | 0.0% | — | 349 | +64 | New | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | New | 63 | 4 | 0.0% | — | 348 | +63 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 63 | 4 | 0.0% | 0.0% | 347 | -26 | -29.21% | Q1 2026 | Apr 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 57 | 3 | 0.0% | — | 351 | +57 | New | Q1 2026 | May 08, 2026 |
| Quarry LP | History | New | 53 | 3 | 0.0% | — | 352 | +53 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 60 | 3 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | New | 37 | 2 | 0.0% | — | 355 | +37 | New | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 38 | 2 | 0.0% | — | 354 | +30 | 375.0% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 29 | 1 | 0.0% | 0.01% | 358 | -19,487 | -99.85% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | New | 20 | 1 | 0.0% | — | 365 | +20 | New | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Reduced | 21 | 1 | 0.0% | 0.0% | 360 | -19 | -47.5% | Q1 2026 | Apr 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 21 | 1 | 0.0% | 0.0% | 364 | -11 | -34.38% | Q1 2026 | May 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 356 | -8 | -21.05% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 20 | 1 | 0.0% | — | 361 | +8 | 66.67% | Q1 2026 | Apr 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 18 | 1 | 0.0% | — | 362 | +5 | 38.46% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.2% | — | -225,583 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.17% | — | -69,184 | -100.0% | Q1 2026 | May 15, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -40,916 | -100.0% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.02% | — | -37,856 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -32,346 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,081 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,084 | -100.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,897 | -100.0% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.05% | — | -13,369 | -100.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,989 | -100.0% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,056 | -100.0% | Q1 2026 | May 13, 2026 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q1 2026 | May 18, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -9,583 | -100.0% | Q1 2026 | May 15, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | Closed out | 0 | 0 | — | 0.11% | — | -9,100 | -100.0% | Q1 2026 | May 01, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,128 | -100.0% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -6,781 | -100.0% | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,353 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,054 | -100.0% | Q1 2026 | May 06, 2026 |
| Monolith Management Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -5,400 | -100.0% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -4,796 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,774 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,795 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,429 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -866 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -667 | -100.0% | Q1 2026 | May 07, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q1 2026 | May 12, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -566 | -100.0% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -352 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 06, 2026 |
| Prestige Wealth Management Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +4 | 57.14% | Q1 2026 | Apr 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 12 | 0 | — | — | — | +4 | 50.0% | Q1 2026 | Apr 21, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 04, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| DecisionPoint Financial, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |