CARMAX INC - KMX
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 | Reduced | 17,257,461 | 717,565 | 0.01% | 0.01% | 1 | -592,747 | -3.32% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 15,076,900 | 582,571 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,060,502 | 412,581 | 0.19% | 0.16% | 3 | +2,130,157 | 26.86% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 7,276,272 | 302,547 | 0.02% | — | 4 | +7,276,272 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,386,764 | 265,561 | 0.01% | — | 5 | +6,386,764 | New | Q1 2026 | May 15, 2026 |
| Starboard Value LP | History | New | 6,201,362 | 257,852 | 5.64% | — | 6 | +6,201,362 | New | Q1 2026 | May 15, 2026 |
| SRS Investment Management, LLC | History | Added to | 5,651,674 | 234,996 | 2.48% | 2.29% | 7 | +13,871 | 0.25% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 5,357,897 | 222,781 | 0.18% | 0.16% | 8 | +2,377,871 | 79.79% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 4,885,060 | 203,120 | 0.01% | 0.01% | 9 | -166,215 | -3.29% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 4,580,807 | 190,470 | 0.09% | 0.08% | 10 | +49,987 | 1.1% | Q1 2026 | May 18, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 4,358,146 | 181,211 | 0.14% | 0.13% | 11 | -9,090 | -0.21% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,275,663 | 177,766 | 0.04% | 0.03% | 12 | +289,768 | 7.27% | Q1 2026 | May 07, 2026 |
| Apollo Management Holdings, L.P. | History | Reduced | 4,144,741 | 172,338 | 2.27% | 1.6% | 13 | -901,733 | -17.87% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 4,120,921 | 159,232 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,252,317 | 135,231 | 0.08% | 0.08% | 15 | -701,033 | -17.73% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,068,452 | 127,586 | 0.2% | 0.16% | 16 | +407,153 | 15.3% | Q1 2026 | May 14, 2026 |
| First Pacific Advisors, LP | History | Added to | 2,981,709 | 123,979 | 1.74% | 1.49% | 17 | +57,628 | 1.97% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 2,908,400 | 112,380 | 0.22% | 0.22% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,554,767 | 106,254 | 0.01% | 0.01% | 19 | -3,092 | -0.12% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,534,739 | 105,394 | 0.01% | 0.01% | 20 | +234,636 | 10.2% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 2,470,596 | 102,727 | 0.64% | 0.83% | 21 | -1,739,442 | -41.32% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,398,257 | 99,719 | 0.09% | 0.08% | 22 | -23,840 | -0.98% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,358,795 | 98,078 | 0.01% | 0.01% | 23 | +654,587 | 38.41% | Q1 2026 | May 05, 2026 |
| Vulcan Value Partners, LLC | History | Reduced | 2,204,876 | 91,678 | 2.43% | 2.08% | 24 | -723,956 | -24.72% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,687,359 | 70,160 | 0.01% | 0.0% | 25 | +643,834 | 61.7% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,601,522 | 66,591 | 0.01% | 0.0% | 26 | +1,130,144 | 239.75% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,577,174 | 65,578 | 0.01% | 0.01% | 27 | -374,982 | -19.21% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 1,492,859 | 62,073 | 0.07% | 0.03% | 28 | +726,367 | 94.77% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,434,590 | 59,650 | 0.01% | 0.01% | 29 | +87,871 | 6.52% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,402,433 | 58,313 | 0.02% | 0.01% | 30 | +625,949 | 80.61% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,390,912 | 57,834 | 0.03% | 0.01% | 31 | +658,741 | 89.97% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,298,688 | 53,999 | 0.01% | 0.01% | 32 | -394,583 | -23.3% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,245,000 | 51,767 | 0.08% | 0.07% | 33 | +96,000 | 8.36% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | New | 1,169,654 | 48,634 | 0.14% | — | 34 | +1,169,654 | New | Q1 2026 | Jun 18, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,089,126 | 45,285 | 0.01% | 0.01% | 35 | +3,959 | 0.36% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 1,052,539 | 43,764 | 0.01% | 0.01% | 36 | -83,515 | -7.35% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 984,504 | 40,935 | 0.13% | 0.06% | 37 | +558,162 | 130.92% | Q1 2026 | May 15, 2026 |
| Rings Capital Management LLC | History | No change | 949,000 | 39,459 | 21.2% | 18.23% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 924,128 | 38,425 | 0.0% | 0.01% | 39 | -318,078 | -25.61% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 917,829 | 38,163 | 0.01% | 0.02% | 40 | -426,276 | -31.71% | Q1 2026 | May 04, 2026 |
| Silver Heights Capital Management Inc | History | Reduced | 917,698 | 38,157 | 14.66% | 14.27% | 41 | -13,470 | -1.45% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 881,698 | 36,661 | 0.01% | — | 42 | +881,698 | New | Q1 2026 | May 08, 2026 |
| Holocene Advisors, LP | History | New | 826,142 | 34,350 | 0.08% | — | 43 | +826,142 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 817,830 | 34,005 | 0.01% | 0.01% | 44 | -31,669 | -3.73% | Q1 2026 | May 05, 2026 |
| Woodline Partners LP | History | Added to | 765,226 | 31,818 | 0.12% | 0.01% | 45 | +698,840 | 1052.69% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 728,943 | 30,309 | 0.01% | 0.01% | 46 | -17,424 | -2.33% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 687,007 | 28,565 | 0.02% | 0.01% | 47 | -10,770 | -1.54% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 621,298 | 25,833 | 0.12% | 0.04% | 48 | +289,974 | 87.52% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 616,133 | 25,618 | 0.14% | 0.03% | 49 | +478,895 | 348.95% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 597,278 | 24,836 | 0.01% | 0.01% | 50 | -151,263 | -20.21% | Q1 2026 | Jul 17, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 561,947 | 23,365 | 0.26% | 0.24% | 51 | -1,536 | -0.27% | Q1 2026 | May 14, 2026 |
| Framtiden Holdings Management Co LLC | History | No change | 540,000 | 22,453 | 21.98% | 22.63% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 507,306 | 21,093 | 0.07% | 0.07% | 53 | -876 | -0.17% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Added to | 501,796 | 20,864 | 0.04% | 0.0% | 54 | +434,561 | 646.33% | Q1 2026 | May 15, 2026 |
| Nexus Investment Management ULC | History | Added to | 464,815 | 19,327 | 2.7% | 2.38% | 55 | +12,015 | 2.65% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Reduced | 463,191 | 19,259 | 0.0% | 0.0% | 56 | -216,154 | -31.82% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 450,660 | 19,108 | 0.01% | 0.01% | 57 | -305,371 | -40.39% | Q1 2026 | May 12, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Added to | 446,878 | 18,581 | 2.2% | 1.66% | 58 | +63,923 | 16.69% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 446,385 | 18,560 | 0.01% | 0.01% | 59 | -163,168 | -26.77% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 437,628 | 18,196 | 0.01% | 0.01% | 60 | -112,175 | -20.4% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 434,886 | 18,082 | 0.0% | 0.0% | 61 | +801 | 0.18% | Q1 2026 | May 13, 2026 |
| WELCH & FORBES LLC | History | Reduced | 426,833 | 17,747 | 0.23% | 0.21% | 62 | -19,740 | -4.42% | Q1 2026 | May 01, 2026 |
| Mount Capital Ltd | History | No change | 410,400 | 17,064 | 6.88% | 6.41% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kiltearn Partners LLP | History | Reduced | 394,700 | 16,411 | 4.42% | 3.7% | 64 | -47,500 | -10.74% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Reduced | 379,714 | 15,788 | 0.11% | 0.14% | 65 | -24,815 | -6.13% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 377,493 | 15,696 | 0.01% | 0.01% | 66 | -1,351 | -0.36% | Q1 2026 | May 12, 2026 |
| Endure Capital Management, LLC | History | New | 365,447 | 15,195 | 10.43% | — | 67 | +365,447 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 359,513 | 14,948 | 0.0% | 0.0% | 68 | -36,262 | -9.16% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 356,675 | 14,829 | 0.02% | 0.01% | 69 | +203,708 | 133.17% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 346,759 | 14,418 | 0.02% | 0.01% | 70 | +97,485 | 39.11% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 336,900 | 14,008 | 0.02% | 0.01% | 71 | +173,900 | 106.69% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 331,434 | 13,781 | 0.01% | 0.01% | 72 | +137,162 | 70.6% | Q1 2026 | May 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 324,084 | 13,475 | 0.46% | 0.39% | 73 | +23,486 | 7.81% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Added to | 319,573 | 13,287 | 0.01% | 0.0% | 74 | +262,139 | 456.42% | Q1 2026 | May 14, 2026 |
| GAGNON SECURITIES LLC | History | Reduced | 309,699 | 12,877 | 2.97% | 2.52% | 75 | -10,378 | -3.24% | Q1 2026 | Apr 21, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 309,400 | 12,864 | 0.01% | 0.01% | 76 | -39,100 | -11.22% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 306,030 | 12,724 | 0.0% | 0.0% | 77 | +69,739 | 29.51% | Q1 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 291,671 | 12,128 | 0.0% | 0.0% | 78 | +69,198 | 31.1% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 288,409 | 11,992 | 0.02% | 0.01% | 79 | +131,542 | 83.86% | Q1 2026 | May 15, 2026 |
| Broad Run Investment Management, LLC | History | Reduced | 284,385 | 11,824 | 2.08% | 2.05% | 80 | -1,157 | -0.41% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 283,360 | 11,782 | 0.0% | 0.0% | 81 | +29,024 | 11.41% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | Reduced | 280,600 | 11,667 | 0.01% | 0.01% | 82 | -8,800 | -3.04% | Q1 2026 | May 07, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 276,751 | 11,507 | 0.05% | 0.1% | 83 | -638,802 | -69.77% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 276,560 | 11,499 | 0.03% | 0.01% | 84 | +145,803 | 111.51% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 275,031 | 11,435 | 0.01% | 0.01% | 85 | +7,000 | 2.61% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 267,507 | 11,122 | 0.02% | 0.01% | 86 | +126,911 | 90.27% | Q1 2026 | May 13, 2026 |
| QVT Financial LP | History | Added to | 260,903 | 10,848 | 0.79% | 0.76% | 87 | +30,903 | 13.44% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 245,551 | 10,210 | 0.04% | 0.04% | 88 | -90,539 | -26.94% | Q1 2026 | May 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 227,183 | 9,446 | 0.04% | 0.01% | 89 | +156,721 | 222.42% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 220,712 | 9,177 | 0.58% | — | 90 | +220,712 | New | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 205,631 | 8,550 | 0.02% | 0.08% | 91 | -940,548 | -82.06% | Q1 2026 | May 15, 2026 |
| HITE Hedge Asset Management LLC | History | Added to | 203,243 | 8,450 | 0.48% | 0.02% | 92 | +195,464 | 2512.71% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 193,940 | 8,064 | 0.14% | 0.1% | 93 | +35,340 | 22.28% | Q1 2026 | Apr 21, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 189,114 | 7,863 | 0.03% | 0.02% | 94 | +12,364 | 7.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 187,167 | 7,782 | 0.02% | 0.04% | 95 | -326,237 | -63.54% | Q1 2026 | May 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 185,513 | 7,713 | 0.0% | 0.01% | 96 | -64,055 | -25.67% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 188,200 | 7,526 | 0.0% | 0.0% | 97 | +65,907 | 53.89% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 180,703 | 7,513 | 0.09% | 0.09% | 98 | +8,575 | 4.98% | Q1 2026 | Apr 23, 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | History | Added to | 172,211 | 7,160 | 3.09% | 2.46% | 99 | +25,963 | 17.75% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 185,243 | 7,113 | 0.01% | 0.0% | 100 | +97,242 | 110.5% | Q1 2026 | Apr 08, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 167,043 | 6,945 | 0.24% | 0.07% | 101 | +109,415 | 189.86% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 163,920 | 6,815 | 0.01% | 0.01% | 102 | +24,650 | 17.7% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 163,225 | 6,786 | 0.0% | 0.0% | 103 | -159,348 | -49.4% | Q1 2026 | May 14, 2026 |
| Qsemble Capital Management, LP | History | Added to | 161,396 | 6,710 | 0.51% | 0.26% | 104 | +80,622 | 99.81% | Q1 2026 | May 07, 2026 |
| Walleye Trading LLC | History | Reduced | 160,600 | 6,677 | 0.01% | 0.02% | 105 | -128,300 | -44.41% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 156,121 | 6,491 | 0.01% | 0.01% | 106 | +34,211 | 28.06% | Q1 2026 | May 06, 2026 |
| BML Capital Management, LLC | History | No change | 155,000 | 6,444 | 4.14% | 5.18% | 107 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WS MANAGEMENT LLLP | History | No change | 150,455 | 6,255 | 0.55% | 0.48% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 147,600 | 6,137 | 0.01% | 0.02% | 109 | -415,600 | -73.79% | Q1 2026 | May 15, 2026 |
| Kinsale Capital Group, Inc. | History | Added to | 146,993 | 6,111 | 0.98% | 0.78% | 110 | +25,850 | 21.34% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 145,382 | 6,045 | 0.09% | 0.09% | 111 | -18,848 | -11.48% | Q1 2026 | May 01, 2026 |
| SEI INVESTMENTS CO | History | Added to | 144,292 | 5,999 | 0.01% | 0.01% | 112 | +579 | 0.4% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 155,141 | 5,994 | 0.0% | 0.0% | 113 | +74,329 | 91.98% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Added to | 142,000 | 5,904 | 0.01% | 0.0% | 114 | +122,399 | 624.45% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 136,600 | 5,679 | 0.01% | 0.01% | 115 | -239,860 | -63.71% | Q1 2026 | May 15, 2026 |
| MARKEL GROUP INC. | History | No change | 136,500 | 5,675 | 0.05% | 0.04% | 116 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 135,840 | 5,648 | 0.0% | 0.0% | 117 | +72,007 | 112.81% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 130,114 | 5,410 | 0.01% | 0.0% | 118 | +67,776 | 108.72% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 129,204 | 5,372 | 0.01% | 0.01% | 119 | -87,802 | -40.46% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 128,819 | 5,356 | 0.04% | — | 120 | +128,819 | New | Q1 2026 | May 14, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Reduced | 128,500 | 5,343 | 0.27% | 0.32% | 121 | -1,000 | -0.77% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 127,887 | 5,317 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 126,675 | 5,267 | 0.01% | 0.01% | 123 | -38,568 | -23.34% | Q1 2026 | Apr 27, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 125,479 | 5,217 | 0.95% | 0.82% | 124 | +13,820 | 12.38% | Q1 2026 | Apr 17, 2026 |
| BIGLARI CAPITAL CORP. | History | No change | 125,420 | 5,214 | 0.56% | 0.52% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 124,886 | 5,193 | 0.0% | 0.0% | 126 | +14,190 | 12.82% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 124,139 | 5,161 | 0.0% | — | 127 | +124,139 | New | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 120,319 | 5,006 | 0.01% | 0.01% | 128 | -9,548 | -7.35% | Q1 2026 | May 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 119,255 | 4,958 | 0.09% | 0.12% | 129 | -56,195 | -32.03% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 119,045 | 4,949 | 0.01% | 0.01% | 130 | -33,001 | -21.7% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 118,244 | 4,916 | 0.01% | 0.01% | 131 | -6,271 | -5.04% | Q1 2026 | May 01, 2026 |
| Vanguard Global Advisers, LLC | History | New | 117,221 | 4,874 | 0.0% | — | 132 | +117,221 | New | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 116,809 | 4,830 | 0.0% | 0.0% | 133 | +89,961 | 335.08% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 162,571 | 4,768 | 0.01% | 0.01% | 134 | -66,283 | -28.96% | Q1 2026 | Apr 16, 2026 |
| Edgestream Partners, L.P. | History | New | 114,365 | 4,755 | 0.16% | — | 135 | +114,365 | New | Q1 2026 | May 18, 2026 |
| ProVise Management Group, LLC | History | Added to | 111,921 | 4,653 | 0.33% | 0.24% | 136 | +23,993 | 27.29% | Q1 2026 | May 06, 2026 |
| TWINBEECH CAPITAL LP | History | New | 109,411 | 4,549 | 0.47% | — | 137 | +109,411 | New | Q1 2026 | May 15, 2026 |
| Hillman Capital Management, Inc. | History | Reduced | 109,181 | 4,539 | 3.15% | 2.7% | 138 | -1,907 | -1.72% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 107,704 | 4,478 | 0.01% | 0.03% | 139 | -201,413 | -65.16% | Q1 2026 | May 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 105,339 | 4,379 | 0.01% | 0.01% | 140 | -1,128 | -1.06% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 103,453 | 4,301 | 0.0% | 0.0% | 141 | -140,068 | -57.52% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 94,106 | 3,912 | 0.01% | 0.01% | 142 | -2,014 | -2.1% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 92,321 | 3,881 | 0.01% | 0.01% | 143 | -3,353 | -3.5% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 91,664 | 3,811 | 0.0% | 0.0% | 144 | -45,062 | -32.96% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 90,691 | 3,770 | 0.01% | 0.01% | 145 | -8,560 | -8.62% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 89,945 | 3,739 | 0.04% | 0.04% | 146 | -5,021 | -5.29% | Q1 2026 | Apr 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 88,708 | 3,688 | 0.0% | 0.0% | 147 | -11,412 | -11.4% | Q1 2026 | May 12, 2026 |
| True North Advisors, LLC | History | New | 86,635 | 3,602 | 0.41% | — | 148 | +86,635 | New | Q1 2026 | May 07, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 85,160 | 3,540 | 0.05% | 0.07% | 149 | -31,350 | -26.91% | Q1 2026 | Aug 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 83,161 | 3,457 | 0.01% | 0.01% | 150 | +12,073 | 16.98% | Q1 2026 | May 15, 2026 |
| Asset Management Advisors, LLC | History | Added to | 82,179 | 3,417 | 2.07% | 1.91% | 151 | +430 | 0.53% | Q1 2026 | Apr 08, 2026 |
| Havemeyer Place LP | History | Added to | 82,093 | 3,413 | 0.39% | 0.18% | 152 | +58,847 | 253.15% | Q1 2026 | May 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 76,079 | 3,163 | 0.04% | 0.04% | 153 | -303 | -0.4% | Q1 2026 | May 05, 2026 |
| Ruffer LLP | History | Reduced | 75,625 | 3,153 | 0.13% | 0.14% | 154 | -6,579 | -8.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 74,790 | 3,109 | 0.05% | 0.07% | 155 | -36,223 | -32.63% | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 74,134 | 3,082 | 0.01% | 0.01% | 156 | -416 | -0.56% | Q1 2026 | Apr 30, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 73,763 | 3,067 | 0.5% | 0.28% | 157 | +29,591 | 66.99% | Q1 2026 | Apr 07, 2026 |
| GABELLI FUNDS LLC | History | New | 71,700 | 2,981 | 0.02% | — | 158 | +71,700 | New | Q1 2026 | May 14, 2026 |
| FORA Capital, LLC | History | Added to | 71,054 | 2,955 | 0.22% | 0.21% | 159 | +23,186 | 48.44% | Q1 2026 | May 14, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 70,360 | 2,925 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 69,568 | 2,892 | 0.01% | 0.01% | 161 | +26,888 | 63.0% | Q1 2026 | Jun 02, 2026 |
| Caption Management, LLC | History | New | 67,359 | 2,800 | 0.02% | — | 162 | +67,359 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 66,420 | 2,761 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 65,672 | 2,729 | 0.0% | 0.0% | 164 | +31,279 | 90.95% | Q1 2026 | May 14, 2026 |
| INKWELL CAPITAL LLC | History | Reduced | 63,906 | 2,657 | 2.71% | 2.52% | 165 | -179 | -0.28% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 62,900 | 2,615 | 0.05% | 0.04% | 166 | -4,400 | -6.54% | Q1 2026 | Apr 20, 2026 |
| Blueshift Asset Management, LLC | History | New | 62,348 | 2,592 | 0.79% | — | 167 | +62,348 | New | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 62,063 | 2,580 | 0.02% | 0.02% | 168 | -809 | -1.29% | Q1 2026 | Apr 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 61,543 | 2,558 | 0.05% | 0.05% | 169 | +3,361 | 5.78% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 61,340 | 2,550 | 0.0% | 0.01% | 170 | -89,758 | -59.4% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 60,612 | 2,520 | 0.01% | 0.01% | 171 | -815 | -1.33% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 56,264 | 2,339 | 0.01% | 0.0% | 172 | +10,807 | 23.77% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 56,325 | 2,330 | 0.0% | 0.0% | 173 | +38,220 | 211.1% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 54,765 | 2,277 | 0.05% | 0.03% | 175 | +20,327 | 59.02% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 54,767 | 2,277 | 0.0% | 0.0% | 174 | -9,877 | -15.28% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 52,550 | 2,185 | 0.0% | 0.0% | 176 | +41,652 | 382.2% | Q1 2026 | May 13, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 52,573 | 2,185 | 0.6% | 0.52% | 177 | -508 | -0.96% | Q1 2026 | May 06, 2026 |
| Delta Global Management LP | History | New | 52,536 | 2,184 | 0.18% | — | 178 | +52,536 | New | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 51,661 | 2,148 | 0.01% | 0.01% | 179 | -32,027 | -38.27% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 51,339 | 2,134 | 0.06% | 0.18% | 180 | -110,718 | -68.32% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 51,264 | 2,131 | 0.01% | 0.01% | 181 | -13,235 | -20.52% | Q1 2026 | May 05, 2026 |
| Handelsbanken Fonder AB | History | Added to | 51,200 | 2,129 | 0.01% | 0.0% | 182 | +10,900 | 27.05% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 51,389 | 2,099 | 0.0% | 0.0% | 183 | +15,289 | 42.35% | Q1 2026 | May 15, 2026 |
| MMCAP International Inc. SPC | History | Added to | 49,257 | 2,048 | 0.18% | 0.18% | 184 | +2,000 | 4.23% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 48,633 | 2,022 | 0.12% | 0.02% | 185 | +38,875 | 398.39% | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Added to | 46,418 | 1,930 | 0.66% | 0.62% | 186 | +326 | 0.71% | Q1 2026 | Apr 21, 2026 |
| Twin Tree Management, LP | History | Reduced | 45,671 | 1,899 | 0.04% | 0.07% | 187 | -174,329 | -79.24% | Q1 2026 | May 14, 2026 |
| BRIGHTON JONES LLC | History | New | 45,288 | 1,883 | 0.04% | — | 188 | +45,288 | New | Q1 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 44,999 | 1,871 | 0.01% | 0.0% | 189 | +31,371 | 230.2% | Q1 2026 | May 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 44,802 | 1,862 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 44,470 | 1,849 | 0.03% | 0.03% | 191 | +6,628 | 17.51% | Q1 2026 | May 12, 2026 |
| Midway Capital Research & Management | History | Added to | 44,469 | 1,849 | 1.74% | 1.58% | 192 | +2,418 | 5.75% | Q1 2026 | Apr 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 46,284 | 1,819 | 0.1% | — | 193 | +46,284 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 43,319 | 1,801 | 0.01% | 0.01% | 194 | -4,146 | -8.73% | Q1 2026 | May 08, 2026 |
| AXQ CAPITAL, LP | History | New | 42,650 | 1,773 | 0.23% | — | 195 | +42,650 | New | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 42,604 | 1,771 | 0.02% | 0.01% | 196 | +18,568 | 77.25% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | No change | 42,478 | 1,766 | 0.19% | 0.19% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 42,269 | 1,757 | 0.02% | 0.02% | 198 | -759 | -1.76% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 41,876 | 1,741 | 0.0% | 0.0% | 199 | +38,647 | 1196.87% | Q1 2026 | May 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 41,209 | 1,713 | 0.01% | 0.01% | 200 | -2,922 | -6.62% | Q1 2026 | May 14, 2026 |
| BIGLARI, SARDAR | History | No change | 41,100 | 1,708 | 3.36% | 3.28% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 41,000 | 1,704 | 0.17% | 0.15% | 202 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Convergence Investment Partners, LLC | History | New | 40,589 | 1,687 | 0.28% | — | 203 | +40,589 | New | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 42,629 | 1,647 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 39,118 | 1,626 | 0.6% | 0.43% | 205 | +9,569 | 32.38% | Q1 2026 | May 05, 2026 |
| Arizona State Retirement System | History | Reduced | 38,967 | 1,620 | 0.01% | 0.01% | 206 | -1,865 | -4.57% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 37,190 | 1,546 | 0.01% | 0.01% | 207 | -8,301 | -18.25% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 36,951 | 1,536 | 0.01% | 0.01% | 208 | +19,860 | 116.2% | Q1 2026 | Apr 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 36,230 | 1,507 | 0.01% | 0.01% | 209 | -900 | -2.42% | Q1 2026 | May 04, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 36,090 | 1,500 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 36,003 | 1,497 | 0.0% | 0.0% | 211 | +644 | 1.82% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 35,985 | 1,496 | 0.0% | — | 212 | +35,985 | New | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 35,944 | 1,494 | 0.01% | 0.01% | 213 | +3,587 | 11.09% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 35,066 | 1,458 | 0.01% | 0.01% | 214 | -1,288 | -3.54% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,865 | 1,449 | 0.01% | 0.01% | 215 | +22,298 | 177.43% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 33,902 | 1,409 | 0.0% | 0.03% | 216 | -252,680 | -88.17% | Q1 2026 | May 04, 2026 |
| Virtu Financial LLC | History | New | 33,621 | 1,398 | 0.06% | — | 217 | +33,621 | New | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Reduced | 33,548 | 1,394 | 0.14% | 0.17% | 218 | -4,025 | -10.71% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Reduced | 33,437 | 1,390 | 0.02% | 0.04% | 219 | -60,343 | -64.35% | Q1 2026 | May 15, 2026 |
| Elevated Private Wealth, LLC | History | No change | 35,213 | 1,360 | 1.4% | 1.4% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 32,413 | 1,347 | 0.02% | 0.02% | 221 | -1,187 | -3.53% | Q1 2026 | Apr 29, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 32,339 | 1,344 | 0.05% | 0.03% | 222 | +9,436 | 41.2% | Q1 2026 | Apr 21, 2026 |
| Vision Capital Management, Inc. | History | Added to | 31,850 | 1,324 | 0.17% | 0.15% | 223 | +206 | 0.65% | Q1 2026 | Apr 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 31,686 | 1,318 | 0.0% | 0.0% | 224 | +4,393 | 16.1% | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 31,504 | 1,309 | 1.0% | — | 225 | +31,504 | New | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 31,300 | 1,301 | 0.01% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 31,245 | 1,299 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Added to | 31,200 | 1,297 | 0.02% | 0.02% | 228 | +104 | 0.33% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 30,156 | 1,253 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Amundi | History | Reduced | 29,941 | 1,244 | 0.0% | 0.0% | 230 | -17,975 | -37.51% | Q1 2026 | May 15, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 29,415 | 1,201 | 0.12% | 0.12% | 231 | -2,953 | -9.12% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 27,979 | 1,163 | 0.02% | 0.04% | 232 | -21,233 | -43.15% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 27,903 | 1,160 | 0.02% | 0.02% | 233 | -802 | -2.79% | Q1 2026 | May 04, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 27,599 | 1,147 | 0.12% | 0.04% | 234 | +17,377 | 170.0% | Q1 2026 | May 13, 2026 |
| SIG BROKERAGE, LP | History | New | 27,576 | 1,146 | 0.03% | — | 236 | +27,576 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 27,571 | 1,146 | 0.0% | 0.0% | 235 | +8,763 | 46.59% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 26,811 | 1,114 | 0.0% | 0.0% | 237 | -6,532 | -19.59% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,777 | 1,113 | 0.0% | 0.0% | 238 | +3,374 | 14.42% | Q1 2026 | Apr 27, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 25,546 | 1,062 | 0.01% | — | 239 | +25,546 | New | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Added to | 25,313 | 1,052 | 0.0% | 0.0% | 240 | +4,970 | 24.43% | Q1 2026 | May 12, 2026 |
| Sompo Asset Management Co., Ltd. | History | Reduced | 25,185 | 1,047 | 0.19% | 0.17% | 241 | -960 | -3.67% | Q1 2026 | Apr 30, 2026 |
| Long Road Investment Counsel, LLC | History | Added to | 25,080 | 1,042 | 0.41% | 0.35% | 242 | +1,100 | 4.59% | Q1 2026 | May 08, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 25,014 | 1,040 | 0.03% | 0.03% | 243 | -26 | -0.1% | Q1 2026 | May 13, 2026 |
| Bridgewater Associates, LP | History | Reduced | 24,598 | 1,022 | 0.0% | 0.01% | 244 | -40,012 | -61.93% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 23,975 | 996 | 0.0% | 0.0% | 245 | +1,273 | 5.61% | Q1 2026 | Apr 22, 2026 |
| Bull Harbor Capital LLC | History | New | 23,288 | 968 | 0.26% | — | 246 | +23,288 | New | Q1 2026 | May 18, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 23,252 | 966 | 0.0% | 0.0% | 247 | -8 | -0.03% | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | New | 22,898 | 952 | 0.28% | — | 248 | +22,898 | New | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 23,309 | 938 | 0.0% | 0.0% | 249 | +12,306 | 111.84% | Q1 2026 | May 12, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 22,549 | 937 | 0.6% | 0.68% | 250 | -7,640 | -25.31% | Q1 2026 | Apr 22, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 22,024 | 915 | 0.18% | 0.18% | 251 | -496 | -2.2% | Q1 2026 | May 12, 2026 |
| ALLSTATE CORP | History | New | 21,942 | 912 | 0.01% | — | 252 | +21,942 | New | Q1 2026 | May 11, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 21,133 | 878 | 0.0% | 0.0% | 253 | +12,911 | 157.03% | Q1 2026 | Aug 18, 2026 |
| Kentucky Retirement Systems | History | New | 18,440 | 867 | 0.06% | — | 254 | +18,440 | New | Q1 2026 | May 19, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 20,817 | 865 | 0.0% | 0.0% | 255 | +285 | 1.39% | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | Added to | 21,202 | 858 | 0.03% | 0.03% | 256 | +2,533 | 13.57% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 20,634 | 857 | 0.01% | 0.01% | 257 | +4,344 | 26.67% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 20,241 | 841 | 0.26% | 0.27% | 258 | -1,796 | -8.15% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Reduced | 20,185 | 839 | 0.01% | 0.02% | 259 | -1,858 | -8.43% | Q1 2026 | May 15, 2026 |
| Elgethun Capital Management | History | Added to | 19,835 | 824 | 0.14% | 0.08% | 260 | +7,710 | 63.59% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 19,678 | 818 | 0.04% | 0.04% | 261 | +1,188 | 6.43% | Q1 2026 | Apr 16, 2026 |
| Cannell & Spears LLC | History | Reduced | 19,536 | 812 | 0.02% | 0.02% | 262 | -7,400 | -27.47% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Reduced | 19,520 | 811 | 0.01% | 0.01% | 263 | -2,160 | -9.96% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 19,347 | 804 | 0.0% | — | 264 | +19,347 | New | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 19,237 | 799 | 0.0% | 0.0% | 265 | +13,445 | 232.13% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,151 | 797 | 0.02% | 0.01% | 266 | +9,308 | 85.84% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 19,092 | 793 | 0.0% | 0.0% | 267 | +2,924 | 18.09% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,598 | 773 | 0.0% | 0.0% | 268 | -11,212 | -37.61% | Q1 2026 | Apr 30, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 17,470 | 726 | 0.06% | 0.16% | 269 | -39,085 | -69.11% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 17,370 | 722 | 0.01% | 0.0% | 270 | +4,220 | 32.09% | Q1 2026 | May 07, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 17,327 | 720 | 0.07% | 0.07% | 271 | -64 | -0.37% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,256 | 717 | 0.01% | 0.04% | 272 | -48,636 | -73.81% | Q1 2026 | May 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 16,915 | 703 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 17,971 | 694 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 16,227 | 674 | 0.01% | 0.01% | 275 | -556 | -3.31% | Q1 2026 | May 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,987 | 664 | 0.08% | — | 276 | +15,987 | New | Q1 2026 | May 15, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 15,530 | 645 | 0.03% | 0.03% | 277 | -770 | -4.72% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,234 | 633 | 0.0% | 0.0% | 278 | +7,025 | 85.58% | Q1 2026 | Apr 27, 2026 |
| Weiss Asset Management LP | History | Reduced | 15,200 | 632 | 0.01% | 0.06% | 279 | -103,930 | -87.24% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 14,339 | 596 | 0.0% | 0.0% | 280 | -12,064 | -45.69% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 13,996 | 581 | 0.0% | 0.0% | 281 | +1,118 | 8.68% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 13,941 | 579 | 0.0% | 0.0% | 282 | -702 | -4.79% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,831 | 575 | 0.01% | 0.01% | 283 | -1,185 | -7.89% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 13,803 | 573 | 0.02% | — | 284 | +13,803 | New | Q1 2026 | May 12, 2026 |
| Auxano Advisors, LLC | History | Added to | 13,780 | 572 | 0.11% | 0.1% | 285 | +531 | 4.01% | Q1 2026 | May 01, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 13,726 | 570 | 0.03% | — | 287 | +13,726 | New | Q1 2026 | May 11, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | Added to | 13,724 | 570 | 0.01% | 0.0% | 286 | +600 | 4.57% | Q1 2026 | Jul 08, 2026 |
| Allworth Financial LP | History | Added to | 13,642 | 567 | 0.0% | 0.0% | 288 | +7,070 | 107.58% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,618 | 566 | 0.0% | 0.0% | 289 | +611 | 4.7% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 13,463 | 559 | 0.01% | 0.0% | 290 | +3,785 | 39.11% | Q1 2026 | May 06, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 13,397 | 557 | 0.07% | 0.11% | 291 | -8,117 | -37.73% | Q1 2026 | Apr 23, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 13,383 | 556 | 0.32% | 0.14% | 292 | +6,873 | 105.58% | Q1 2026 | Apr 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 13,207 | 549 | 0.03% | 0.03% | 293 | -1,547 | -10.49% | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,180 | 548 | 0.0% | 0.0% | 294 | +484 | 3.81% | Q1 2026 | May 05, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 12,728 | 529 | 0.13% | 0.12% | 295 | -60 | -0.47% | Q1 2026 | May 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 12,711 | 524 | 0.02% | 0.01% | 297 | +2,354 | 22.73% | Q1 2026 | Apr 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 12,609 | 524 | 0.01% | 0.01% | 296 | -26 | -0.21% | Q1 2026 | May 11, 2026 |
| DRW Securities, LLC | History | Added to | 12,547 | 521 | 0.01% | 0.01% | 298 | +6,893 | 121.91% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 12,451 | 518 | 0.03% | 0.03% | 299 | +4,114 | 49.35% | Q1 2026 | May 08, 2026 |
| Davis Investment Partners, LLC | History | Added to | 12,328 | 512 | 0.18% | 0.12% | 301 | +3,299 | 36.54% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Services | History | Added to | 12,325 | 512 | 0.15% | 0.13% | 300 | +777 | 6.73% | Q1 2026 | May 06, 2026 |
| Van Diest Capital, LLC | History | Added to | 12,056 | 501 | 0.39% | 0.34% | 302 | +6,214 | 106.37% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Reduced | 11,953 | 497 | 0.08% | 0.11% | 303 | -3,946 | -24.82% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,853 | 492 | 0.0% | 0.0% | 304 | +4,522 | 61.68% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11,608 | 482 | 0.03% | 0.01% | 305 | +7,315 | 170.39% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 11,608 | 482 | 0.02% | 0.02% | 306 | +2,099 | 22.07% | Q1 2026 | Apr 06, 2026 |
| Tidal Investments LLC | History | Reduced | 11,530 | 479 | 0.0% | 0.0% | 307 | -11,341 | -49.59% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Reduced | 11,484 | 477 | 0.02% | 0.12% | 308 | -46,082 | -80.05% | Q1 2026 | May 14, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 11,400 | 474 | 0.09% | 0.08% | 309 | -1,000 | -8.06% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,341 | 471 | 0.01% | 0.01% | 310 | +3,607 | 46.64% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 11,316 | 470 | 0.04% | — | 311 | +11,316 | New | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 11,218 | 466 | 0.0% | 0.0% | 312 | -2,647 | -19.09% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,188 | 465 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 11,085 | 460 | 0.0% | 0.0% | 314 | +3,267 | 41.79% | Q1 2026 | May 13, 2026 |
| HARVEY INVESTMENT CO LLC | History | Reduced | 11,030 | 459 | 0.05% | 0.05% | 315 | -1,520 | -12.11% | Q1 2026 | Apr 21, 2026 |
| AVENIR CORP | History | Reduced | 11,021 | 458 | 0.06% | 0.16% | 316 | -26,680 | -70.77% | Q1 2026 | May 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 9,773 | 456 | 0.04% | 0.03% | 317 | +2,309 | 30.94% | Q1 2026 | Apr 29, 2026 |
| Brevan Howard Capital Management LP | History | New | 10,873 | 452 | 0.0% | — | 319 | +10,873 | New | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | No change | 10,875 | 452 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Intrinsic Value Partners, LLC | History | Reduced | 10,566 | 439 | 0.34% | 0.33% | 320 | -705 | -6.25% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | New | 10,461 | 434 | 0.0% | — | 321 | +10,461 | New | Q1 2026 | May 05, 2026 |
| Borer Denton & Associates, Inc. | History | Reduced | 10,179 | 423 | 0.15% | 0.15% | 322 | -1,605 | -13.62% | Q1 2026 | May 12, 2026 |
| Aviso Financial Inc. | History | Reduced | 10,108 | 420 | 0.01% | 0.02% | 323 | -491 | -4.63% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 10,079 | 419 | 0.01% | 0.01% | 324 | -1,024 | -9.22% | Q1 2026 | May 14, 2026 |
| Orvieto Partners, L.P. | History | No change | 10,000 | 415 | 0.36% | 0.31% | 325 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 9,835 | 408 | 0.03% | 0.03% | 326 | -200 | -1.99% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 9,661 | 401 | 0.0% | 0.0% | 327 | +9,178 | 1900.21% | Q1 2026 | May 15, 2026 |
| Bristlecone Value Partners, LLC | History | New | 9,631 | 400 | 0.35% | — | 328 | +9,631 | New | Q1 2026 | May 08, 2026 |
| Argent Trust Co | History | Reduced | 9,204 | 382 | 0.01% | 0.04% | 329 | -21,049 | -69.58% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 9,154 | 380 | 0.0% | 0.0% | 330 | -8,216 | -47.3% | Q1 2026 | Apr 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 9,099 | 378 | 0.01% | — | 331 | +9,099 | New | Q1 2026 | May 01, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 9,051 | 376 | 0.0% | 0.0% | 332 | +2,023 | 28.78% | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 9,000 | 374 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 8,805 | 366 | 0.0% | — | 334 | +8,805 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | New | 8,706 | 361 | 0.01% | — | 335 | +8,706 | New | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 8,369 | 347 | 0.0% | 0.01% | 336 | -13,120 | -61.05% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 8,286 | 344 | 0.01% | 0.03% | 337 | -15,137 | -64.62% | Q1 2026 | May 13, 2026 |
| Centerstone Investors, LLC | History | No change | 8,920 | 344 | 1.08% | 1.08% | 338 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Baker Avenue Asset Management, LP | History | New | 8,161 | 339 | 0.01% | — | 339 | +8,161 | New | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 8,067 | 335 | 0.0% | 0.0% | 340 | -18,321 | -69.43% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | New | 8,035 | 334 | 0.02% | — | 342 | +8,035 | New | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,300 | 334 | 0.0% | 0.0% | 341 | -924 | -10.02% | Q1 2026 | Apr 07, 2026 |
| Farringdon Capital, Ltd. | History | New | 8,004 | 332 | 0.07% | — | 343 | +8,004 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 7,952 | 330 | 0.0% | 0.0% | 344 | +1,973 | 33.0% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 7,947 | 330 | 0.06% | 0.06% | 345 | -374 | -4.49% | Q1 2026 | Apr 28, 2026 |
| Revisor Wealth Management LLC | History | Added to | 7,843 | 326 | 0.09% | 0.08% | 346 | +634 | 8.79% | Q1 2026 | Apr 27, 2026 |
| Cygnus Capital Advisors, LLC | History | Added to | 7,800 | 324 | 0.22% | 0.14% | 347 | +2,800 | 56.0% | Q1 2026 | May 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 7,682 | 319 | 0.04% | 0.03% | 348 | +1,196 | 18.44% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 7,642 | 317 | 0.03% | — | 349 | +7,642 | New | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | New | 7,609 | 316 | 0.0% | — | 350 | +7,609 | New | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 7,575 | 314 | 0.01% | — | 352 | +7,575 | New | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 7,557 | 314 | 0.0% | — | 351 | +7,557 | New | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,542 | 313 | 0.0% | 0.0% | 353 | +964 | 14.65% | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | Reduced | 7,519 | 312 | 0.0% | 0.01% | 355 | -17,066 | -69.42% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 7,526 | 312 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Peoples Bank/KS | History | Reduced | 7,355 | 305 | 0.31% | 0.29% | 356 | -15 | -0.2% | Q1 2026 | Apr 15, 2026 |
| Machina Capital S.A.S. | History | New | 7,333 | 304 | 0.06% | — | 359 | +7,333 | New | Q1 2026 | May 13, 2026 |
| Reynders McVeigh Capital Management, LLC | History | New | 7,320 | 304 | 0.02% | — | 358 | +7,320 | New | Q1 2026 | Apr 27, 2026 |
| AlphaQuest LLC | History | No change | 7,876 | 304 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Blue Edge Capital, LLC | History | New | 7,300 | 303 | 0.04% | — | 360 | +7,300 | New | Q1 2026 | Jun 02, 2026 |
| GenTrust, LLC | History | New | 7,227 | 300 | 0.01% | — | 361 | +7,227 | New | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | New | 7,183 | 298 | 0.0% | — | 362 | +7,183 | New | Q1 2026 | Apr 28, 2026 |
| Calamos Advisors LLC | History | New | 7,038 | 292 | 0.0% | — | 363 | +7,038 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 7,038 | 292 | 0.01% | — | 364 | +7,038 | New | Q1 2026 | May 04, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 6,956 | 289 | 0.07% | 0.07% | 365 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 6,938 | 288 | 0.0% | 0.0% | 366 | -2,746 | -28.36% | Q1 2026 | May 08, 2026 |
| Rothschild Wealth LLC | History | New | 6,919 | 287 | 0.03% | — | 367 | +6,919 | New | Q1 2026 | May 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 6,743 | 280 | 0.0% | 0.0% | 368 | +187 | 2.85% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 6,695 | 278 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | New | 6,622 | 275 | 0.05% | — | 370 | +6,622 | New | Q1 2026 | May 08, 2026 |
| waypoint wealth counsel | History | Reduced | 6,567 | 273 | 0.14% | 0.11% | 371 | -1,105 | -14.4% | Q1 2026 | Apr 23, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 6,555 | 272 | 0.02% | — | 372 | +6,555 | New | Q1 2026 | May 07, 2026 |
| Heritage Wealth Advisors | History | Reduced | 6,446 | 268 | 0.01% | 0.01% | 373 | -500 | -7.2% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,460 | 268 | 0.0% | 0.0% | 374 | +311 | 5.06% | Q1 2026 | Apr 30, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 6,426 | 267 | 0.02% | — | 375 | +6,426 | New | Q1 2026 | Apr 16, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 6,396 | 265 | 0.11% | 0.07% | 376 | +528 | 9.0% | Q1 2026 | Jun 01, 2026 |
| Atria Investments, Inc | History | Reduced | 6,162 | 256 | 0.0% | 0.01% | 377 | -27,625 | -81.76% | Q1 2026 | May 05, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 6,178 | 256 | 0.05% | 0.05% | 378 | -1,251 | -16.84% | Q1 2026 | Apr 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 6,155 | 255 | 0.01% | 0.01% | 379 | -294 | -4.56% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 6,087 | 253 | 0.03% | 0.03% | 380 | -910 | -13.01% | Q1 2026 | May 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 6,040 | 251 | 0.04% | 0.04% | 381 | -167 | -2.69% | Q1 2026 | Apr 30, 2026 |
| Hardy Reed LLC | History | Reduced | 6,015 | 250 | 0.02% | 0.02% | 382 | -19 | -0.31% | Q1 2026 | Apr 28, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 5,922 | 246 | 0.0% | 0.0% | 384 | -2,941 | -33.18% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 5,920 | 246 | 0.0% | 0.0% | 383 | +2,304 | 63.72% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 5,904 | 245 | 0.0% | 0.0% | 385 | -8 | -0.14% | Q1 2026 | May 08, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 5,685 | 236 | 0.01% | — | 386 | +5,685 | New | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | New | 5,628 | 234 | 0.01% | — | 387 | +5,628 | New | Q1 2026 | Apr 28, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 5,627 | 233 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kera Capital Partners, Inc. | History | New | 5,591 | 232 | 0.03% | — | 389 | +5,591 | New | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | Reduced | 5,569 | 231 | 0.08% | 0.08% | 390 | -1,408 | -20.18% | Q1 2026 | May 21, 2026 |
| SYON CAPITAL LLC | History | New | 5,471 | 227 | 0.01% | — | 392 | +5,471 | New | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | New | 5,467 | 227 | 0.0% | — | 391 | +5,467 | New | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | New | 5,437 | 226 | 0.01% | — | 393 | +5,437 | New | Q1 2026 | May 15, 2026 |
| Empirical Finance, LLC | History | Reduced | 5,399 | 224 | 0.01% | 0.01% | 394 | -75 | -1.37% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Reduced | 5,362 | 222 | 0.0% | 0.0% | 395 | -3,500 | -39.49% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,263 | 218 | 0.01% | 0.02% | 396 | -9,847 | -65.17% | Q1 2026 | Apr 24, 2026 |
| Ethic Inc. | History | New | 5,242 | 217 | 0.0% | — | 397 | +5,242 | New | Q1 2026 | Apr 27, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 5,095 | 211 | 0.0% | — | 398 | +5,095 | New | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | New | 5,092 | 211 | 0.0% | — | 399 | +5,092 | New | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,020 | 208 | 0.0% | 0.0% | 400 | -1,744 | -25.78% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,974 | 206 | 0.0% | 0.0% | 401 | -31 | -0.62% | Q1 2026 | May 15, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | New | 4,905 | 203 | 0.06% | — | 402 | +4,905 | New | Q1 2026 | May 07, 2026 |
| QTR Family Wealth, LLC | History | New | 4,893 | 203 | 0.08% | — | 403 | +4,893 | New | Q1 2026 | Apr 15, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | New | 4,849 | 201 | 0.16% | — | 404 | +4,849 | New | Q1 2026 | Apr 16, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,750 | 197 | 0.0% | 0.01% | 405 | -3,924 | -45.24% | Q1 2026 | Apr 22, 2026 |
| BankPlus Trust Department | History | No change | 4,077 | 169 | 0.05% | 0.04% | 406 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 4,006 | 166 | 0.0% | 0.0% | 407 | +3,020 | 306.29% | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 3,943 | 163 | 0.0% | — | 408 | +3,943 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,880 | 161 | 0.02% | 0.01% | 409 | +490 | 14.45% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,442 | 143 | 0.0% | 0.0% | 410 | -1,119 | -24.53% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,427 | 142 | 0.0% | 0.0% | 411 | +662 | 23.94% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 3,386 | 140 | 0.0% | 0.0% | 412 | -126 | -3.59% | Q1 2026 | Apr 24, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 3,369 | 140 | 0.11% | 0.1% | 413 | +12 | 0.36% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Reduced | 3,288 | 137 | 0.0% | 0.01% | 414 | -1,167 | -26.2% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Reduced | 3,204 | 133 | 0.0% | 0.01% | 415 | -4,627 | -59.09% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,834 | 117 | 0.0% | 0.0% | 416 | -924 | -24.59% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | New | 2,620 | 108 | 0.0% | — | 417 | +2,620 | New | Q1 2026 | May 11, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 2,412 | 100 | 0.04% | 0.04% | 418 | -419 | -14.8% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,313 | 96 | 0.0% | 0.0% | 420 | +148 | 6.84% | Q1 2026 | Jun 02, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,320 | 96 | 0.0% | 0.0% | 419 | -80 | -3.33% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,226 | 89 | 0.0% | 0.0% | 421 | +1,392 | 166.91% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 2,105 | 87 | 0.0% | 0.0% | 422 | +31 | 1.49% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,077 | 86 | 0.0% | 0.02% | 424 | -17,804 | -89.55% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | Added to | 2,078 | 86 | 0.0% | 0.0% | 423 | +78 | 3.9% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | No change | 1,950 | 81 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,840 | 76 | 0.0% | 0.0% | 426 | +1,784 | 3185.71% | Q1 2026 | Apr 24, 2026 |
| Clean Yield Group | History | Reduced | 1,802 | 74 | 0.02% | 0.02% | 427 | -20 | -1.1% | Q1 2026 | Apr 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,750 | 72 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NATIXIS | History | New | 1,729 | 71 | 0.0% | — | 430 | +1,729 | New | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,718 | 71 | 0.0% | 0.0% | 429 | -274 | -13.76% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Added to | 1,568 | 65 | 0.02% | 0.01% | 431 | +661 | 72.88% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,551 | 64 | 0.0% | 0.02% | 432 | -91,453 | -98.33% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,485 | 61 | 0.01% | 0.0% | 433 | +95 | 6.83% | Q1 2026 | May 11, 2026 |
| WESTPAC BANKING CORP | History | New | 1,448 | 60 | 0.0% | — | 434 | +1,448 | New | Q1 2026 | May 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,437 | 57 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,331 | 55 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,247 | 51 | 0.0% | 0.0% | 437 | +54 | 4.53% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,260 | 48 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,175 | 45 | 0.03% | 0.02% | 439 | +875 | 291.67% | Q1 2026 | Jul 01, 2026 |
| MATHER GROUP, LLC. | History | New | 1,051 | 43 | 0.0% | — | 441 | +1,051 | New | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,035 | 43 | 0.01% | 0.0% | 440 | +309 | 42.56% | Q1 2026 | Apr 23, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 981 | 40 | 0.01% | 0.01% | 442 | +560 | 133.02% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 943 | 39 | 0.0% | 0.0% | 443 | -481 | -33.78% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 908 | 37 | 0.0% | 0.0% | 444 | -309 | -25.39% | Q1 2026 | Apr 07, 2026 |
| Altshuler Shaham Ltd | History | Added to | 849 | 35 | 0.0% | 0.0% | 445 | +228 | 36.71% | Q1 2026 | May 18, 2026 |
| Center for Financial Planning, Inc. | History | No change | 850 | 35 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 834 | 34 | 0.0% | 0.0% | 448 | +253 | 43.55% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | No change | 824 | 34 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | Reduced | 800 | 33 | 0.0% | 0.0% | 449 | -13 | -1.6% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 784 | 32 | 0.0% | 0.0% | 450 | +280 | 55.56% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 752 | 31 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | New | 726 | 30 | 0.01% | — | 453 | +726 | New | Q1 2026 | May 22, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 725 | 30 | 0.01% | 0.02% | 452 | -290 | -28.57% | Q1 2026 | May 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 717 | 29 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 675 | 28 | 0.01% | 0.02% | 456 | -538 | -44.35% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 675 | 28 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 650 | 27 | 0.0% | 0.01% | 457 | -650 | -50.0% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 660 | 27 | 0.0% | 0.0% | 458 | +247 | 59.81% | Q1 2026 | Apr 06, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 636 | 26 | 0.01% | 0.0% | 459 | +327 | 105.83% | Q1 2026 | Jun 24, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 584 | 24 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 600 | 24 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quent Capital, LLC | History | Added to | 565 | 23 | 0.0% | 0.0% | 462 | +325 | 135.42% | Q1 2026 | Apr 28, 2026 |
| Activest Wealth Management | History | Added to | 538 | 22 | 0.0% | 0.0% | 463 | +118 | 28.1% | Q1 2026 | Apr 15, 2026 |
| Ancora Advisors LLC | History | Added to | 509 | 21 | 0.0% | 0.0% | 464 | +325 | 176.63% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 496 | 20 | 0.01% | — | 468 | +496 | New | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 494 | 20 | 0.0% | 0.0% | 465 | -196 | -28.41% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 499 | 20 | 0.0% | 0.0% | 467 | +60 | 13.67% | Q1 2026 | Apr 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 495 | 20 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blume Capital Management, Inc. | History | No change | 435 | 18 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Leonteq Securities AG | History | Reduced | 422 | 17 | 0.0% | 0.0% | 471 | -1,915 | -81.94% | Q1 2026 | Apr 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 426 | 17 | 0.0% | 0.0% | 470 | +82 | 23.84% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 405 | 16 | 0.01% | — | 474 | +405 | New | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 400 | 16 | 0.0% | — | 473 | +400 | New | Q1 2026 | Apr 29, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 394 | 16 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Strengthening Families & Communities, LLC | History | New | 350 | 14 | 0.0% | — | 475 | +350 | New | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 347 | 14 | 0.01% | — | 476 | +347 | New | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | New | 326 | 13 | 0.01% | — | 478 | +326 | New | Q1 2026 | Apr 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 312 | 13 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Caldwell Trust Co | History | No change | 300 | 12 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bayforest Capital Ltd | History | Reduced | 273 | 11 | 0.01% | 0.06% | 482 | -1,715 | -86.27% | Q1 2026 | Apr 15, 2026 |
| Quarry LP | History | New | 280 | 11 | 0.0% | — | 484 | +280 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 267 | 11 | 0.0% | — | 483 | +265 | 13250.0% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 278 | 11 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 283 | 11 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Napier Financial, LLC | History | New | 250 | 10 | 0.0% | — | 485 | +250 | New | Q1 2026 | May 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 229 | 9 | 0.0% | — | 486 | +219 | 2190.0% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 8 | 0.0% | 0.0% | 487 | -1,400 | -87.5% | Q1 2026 | May 12, 2026 |
| STANCE CAPITAL LLC | History | New | 200 | 8 | 0.0% | — | 490 | +200 | New | Q1 2026 | May 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stephens Consulting, LLC | History | No change | 210 | 8 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 204 | 7 | 0.0% | 0.0% | 495 | -641 | -75.86% | Q1 2026 | May 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 172 | 7 | 0.0% | — | 491 | +157 | 1046.67% | Q1 2026 | May 08, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 170 | 7 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 190 | 7 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 181 | 7 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Added to | 166 | 6 | 0.0% | 0.0% | 496 | +31 | 22.96% | Q1 2026 | May 15, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 156 | 6 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 141 | 5 | 0.0% | — | 504 | +141 | New | Q1 2026 | May 07, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 129 | 5 | 0.0% | — | 503 | +129 | New | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 125 | 5 | 0.0% | 0.0% | 498 | -42 | -25.15% | Q1 2026 | Apr 14, 2026 |
| High Note Wealth, LLC | History | Reduced | 124 | 5 | 0.0% | 0.0% | 502 | -5 | -3.88% | Q1 2026 | May 11, 2026 |
| S&T BANK/PA | History | No change | 130 | 5 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 140 | 5 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 135 | 5 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | Reduced | 90 | 4 | 0.0% | 0.04% | 508 | -1,910 | -95.5% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | New | 99 | 4 | 0.0% | — | 509 | +99 | New | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 104 | 4 | 0.0% | 0.0% | 507 | -77 | -42.54% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 112 | 4 | 0.0% | 0.0% | 506 | +21 | 23.08% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 4 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 93 | 3 | 0.0% | 0.0% | 516 | -151 | -61.89% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 74 | 3 | 0.0% | 0.0% | 514 | -85 | -53.46% | Q1 2026 | Apr 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 75 | 3 | 0.0% | — | 517 | +75 | New | Q1 2026 | Apr 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 84 | 3 | 0.0% | 0.0% | 510 | +54 | 180.0% | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 80 | 3 | 0.0% | 0.0% | 511 | -29 | -26.61% | Q1 2026 | Apr 23, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 74 | 3 | 0.0% | 0.0% | 512 | +23 | 45.1% | Q1 2026 | May 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 82 | 3 | 0.0% | 0.0% | 515 | -4 | -4.65% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 103 | 3 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Reduced | 66 | 2 | 0.0% | 0.0% | 519 | -2,419 | -97.34% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 71 | 2 | 0.0% | — | 527 | +71 | New | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | New | 67 | 2 | 0.0% | — | 526 | +67 | New | Q1 2026 | Apr 29, 2026 |
| JPL Wealth Management, LLC | History | New | 63 | 2 | 0.0% | — | 528 | +63 | New | Q1 2026 | May 08, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 60 | 2 | 0.0% | — | 524 | +58 | 2900.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Added to | 59 | 2 | 0.0% | — | 525 | +45 | 321.43% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 57 | 2 | 0.0% | 0.0% | 518 | -35 | -38.04% | Q1 2026 | Apr 30, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 52 | 2 | 0.0% | 0.0% | 520 | +1 | 1.96% | Q1 2026 | Jul 27, 2026 |
| Grove Bank & Trust | History | No change | 61 | 2 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SBI Securities Co., Ltd. | History | No change | 55 | 2 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 529 | -66 | -67.35% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | New | 31 | 1 | 0.0% | — | 544 | +31 | New | Q1 2026 | Apr 28, 2026 |
| Fortitude Family Office, LLC | History | New | 30 | 1 | 0.0% | — | 545 | +30 | New | Q1 2026 | Apr 15, 2026 |
| Main Street Group, LTD | History | New | 25 | 1 | 0.0% | — | 546 | +25 | New | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 27 | 1 | 0.0% | — | 530 | +12 | 80.0% | Q1 2026 | Apr 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 30 | 1 | 0.0% | 0.0% | 538 | +4 | 15.38% | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 30 | 1 | 0.0% | 0.0% | 531 | +2 | 7.14% | Q1 2026 | Apr 30, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Avion Wealth | History | No change | 28 | 1 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 29 | 1 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cromwell Holdings LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ankerstar Wealth, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.04% | — | -1,772,526 | -100.0% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.04% | — | -778,063 | -100.0% | Q1 2026 | May 15, 2026 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 1.56% | — | -749,448 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -239,215 | -100.0% | Q1 2026 | May 14, 2026 |
| AKRE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -150,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.07% | — | -142,214 | -100.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -111,950 | -100.0% | Q1 2026 | Apr 28, 2026 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -95,000 | -100.0% | Q1 2026 | May 18, 2026 |
| FARLEY CAPITAL L.P. | History | Closed out | 0 | 0 | — | 2.44% | — | -84,909 | -100.0% | Q1 2026 | May 11, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,489 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -33,311 | -100.0% | Q1 2026 | May 07, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -32,785 | -100.0% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.06% | — | -29,485 | -100.0% | Q1 2026 | May 06, 2026 |
| Unique Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -28,523 | -100.0% | Q1 2026 | Jul 15, 2026 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.36% | — | -25,188 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -25,045 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -23,971 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Marathon Trading Investment Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,627 | -100.0% | Q1 2026 | May 14, 2026 |
| Alphadyne Asset Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -23,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,714 | -100.0% | Q1 2026 | May 15, 2026 |
| Meriwether Wealth & Planning, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -22,295 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,621 | -100.0% | Q1 2026 | May 13, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Closed out | 0 | 0 | — | 0.06% | — | -20,001 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Rockbridge Asset Management LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -18,806 | -100.0% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.11% | — | -18,521 | -100.0% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,414 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -15,588 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,425 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SPWM Advisors LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -14,393 | -100.0% | Q1 2026 | May 14, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,313 | -100.0% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -11,170 | -100.0% | Q1 2026 | May 13, 2026 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -10,750 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Tranquilli Financial Advisor LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -10,254 | -100.0% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,030 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -7,717 | -100.0% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -7,472 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,267 | -100.0% | Q1 2026 | May 13, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,112 | -100.0% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,939 | -100.0% | Q1 2026 | May 14, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,776 | -100.0% | Q1 2026 | May 15, 2026 |
| Independence Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,520 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Persium Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -6,220 | -100.0% | Q1 2026 | May 01, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,123 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -5,820 | -100.0% | Q1 2026 | May 15, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -5,517 | -100.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,490 | -100.0% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,450 | -100.0% | Q1 2026 | May 06, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,449 | -100.0% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -5,427 | -100.0% | Q1 2026 | May 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,376 | -100.0% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -5,245 | -100.0% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,179 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Verus Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,696 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,500 | -100.0% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,286 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,438 | -100.0% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -1,820 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,232 | -100.0% | Q1 2026 | Aug 10, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -850 | -100.0% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -487 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CYBER HORNET ETFs LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -419 | -100.0% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -343 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -221 | -100.0% | Q1 2026 | May 04, 2026 |
| Nova Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | May 07, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q1 2026 | May 07, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -40 | -95.24% | Q1 2026 | Apr 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 14, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Jun 11, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 19, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 14 | 0 | — | — | — | +6 | 75.0% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 23, 2026 |
| Arlington Trust Co LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 08, 2026 |
| Abound Wealth Management | History | Reduced | 4 | 0 | — | — | — | -5 | -55.56% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q1 2026 | Apr 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Your Advocates Ltd., LLP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SHP Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gen-Wealth Partners Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WPG Advisers, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advocate Investing Services LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |