Kinsale Capital Group, Inc. - KNSL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 2,076,556 | 812,182 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,174,344 | 742,886 | 0.01% | 0.01% | 2 | +39,062 | 1.83% | Q1 2026 | May 13, 2026 |
| BAMCO INC /NY/ | History | Added to | 2,027,765 | 692,806 | 2.09% | 1.89% | 3 | +246,564 | 13.84% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Added to | 1,311,315 | 448,023 | 0.06% | 0.05% | 4 | +323,471 | 32.75% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 986,403 | 337,014 | 0.01% | — | 5 | +986,403 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 931,294 | 318,185 | 0.02% | — | 6 | +931,294 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 691,958 | 236,414 | 0.01% | 0.01% | 7 | +6,022 | 0.88% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 661,224 | 227,776 | 0.01% | 0.01% | 8 | +53,805 | 8.86% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 616,031 | 210,473 | 0.58% | 0.63% | 9 | +1,384 | 0.23% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 592,432 | 202,411 | 0.01% | 0.01% | 10 | -43,994 | -6.91% | Q1 2026 | May 15, 2026 |
| Life Cycle Investment Partners Ltd | History | Reduced | 564,311 | 192,802 | 1.23% | 1.61% | 11 | -22,857 | -3.89% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 536,948 | 182,233 | 0.99% | 1.11% | 12 | +6,905 | 1.3% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 429,643 | 144,656 | 0.01% | 0.01% | 13 | +96,250 | 28.87% | Q1 2026 | May 13, 2026 |
| Turtle Creek Asset Management Inc. | History | Added to | 411,246 | 140,506 | 5.26% | 4.8% | 14 | +132,576 | 47.57% | Q1 2026 | May 19, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 328,662 | 112,290 | 0.33% | 0.33% | 15 | +11,789 | 3.72% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 275,916 | 107,916 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 299,832 | 102,435 | 0.02% | 0.02% | 17 | +14,178 | 4.96% | Q1 2026 | May 07, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 287,935 | 98,375 | 2.09% | 2.26% | 18 | -20,089 | -6.52% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 285,535 | 97,555 | 0.01% | 0.0% | 19 | +134,468 | 89.01% | Q1 2026 | May 15, 2026 |
| Maren Capital LLC | History | Added to | 270,140 | 92,295 | 4.83% | 4.94% | 20 | +35,403 | 15.08% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 268,024 | 91,573 | 0.01% | 0.02% | 21 | -8,066 | -2.92% | Q1 2026 | May 12, 2026 |
| DF DENT & CO INC | History | Reduced | 248,937 | 85,051 | 1.63% | 1.78% | 22 | -66,819 | -21.16% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 246,236 | 84,129 | 2.06% | 1.97% | 23 | -22,217 | -8.28% | Q1 2026 | Apr 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 221,703 | 75,747 | 0.03% | 0.01% | 24 | +139,761 | 170.56% | Q1 2026 | May 15, 2026 |
| Giverny Capital Inc. | History | Added to | 218,942 | 74,803 | 2.74% | 2.8% | 25 | +4,678 | 2.18% | Q1 2026 | May 15, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 214,815 | 73,393 | 0.93% | 0.94% | 26 | -23,360 | -9.81% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 191,658 | 65,481 | 0.01% | 0.01% | 27 | -7,429 | -3.73% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 185,388 | 63,339 | 0.01% | 0.01% | 28 | +8,911 | 5.05% | Q1 2026 | May 15, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | New | 181,046 | 61,856 | 2.28% | — | 29 | +181,046 | New | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 150,583 | 51,450 | 0.45% | 0.52% | 30 | -1,904 | -1.25% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 147,136 | 50,270 | 0.01% | 0.01% | 31 | -3,600 | -2.39% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 140,663 | 48,058 | 0.01% | — | 32 | +140,663 | New | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 137,985 | 47,144 | 0.08% | 0.09% | 33 | -12,657 | -8.4% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 137,164 | 46,863 | 0.01% | 0.01% | 34 | +24,819 | 22.09% | Q1 2026 | May 04, 2026 |
| Spyglass Capital Management LLC | History | Reduced | 137,029 | 46,817 | 3.31% | 3.86% | 35 | -60,157 | -30.51% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | Reduced | 136,778 | 46,731 | 0.58% | 0.62% | 36 | -584 | -0.43% | Q1 2026 | May 07, 2026 |
| Erste Asset Management GmbH | History | Added to | 127,218 | 42,850 | 0.4% | 0.2% | 37 | +66,325 | 108.92% | Q1 2026 | May 11, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 122,957 | 42,009 | 0.58% | 1.06% | 38 | -85,118 | -40.91% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Management Co Ltd | History | No change | 115,498 | 39,461 | 4.43% | 5.36% | 39 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 111,089 | 37,955 | 0.84% | 1.17% | 40 | -22,406 | -16.78% | Q1 2026 | May 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 108,887 | 37,202 | 0.02% | 0.02% | 41 | +36,203 | 49.81% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 108,867 | 37,196 | 0.01% | 0.01% | 42 | -8,560 | -7.29% | Q1 2026 | May 15, 2026 |
| Port Capital LLC | History | Added to | 97,583 | 33,340 | 1.48% | 1.64% | 43 | +75 | 0.08% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 92,389 | 31,566 | 0.04% | 0.04% | 44 | +19,804 | 27.28% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 93,511 | 30,605 | 0.01% | 0.0% | 45 | +92,052 | 6309.25% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 86,020 | 29,389 | 0.01% | 0.01% | 46 | +35,092 | 68.91% | Q1 2026 | May 11, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 82,442 | 28,167 | 0.06% | 0.18% | 47 | -131,457 | -61.46% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 78,700 | 26,888 | 0.01% | 0.01% | 48 | +2 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 75,824 | 25,906 | 0.0% | 0.01% | 49 | -21,188 | -21.84% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 69,628 | 23,789 | 0.0% | 0.0% | 50 | +11,837 | 20.48% | Q1 2026 | May 15, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 68,667 | 23,460 | 0.93% | 1.07% | 51 | -2,989 | -4.17% | Q1 2026 | Apr 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 65,660 | 22,433 | 0.04% | 0.0% | 52 | +61,534 | 1491.37% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 65,474 | 22,369 | 0.01% | 0.01% | 53 | +4,862 | 8.02% | Q1 2026 | May 15, 2026 |
| Langdon Equity Partners | History | Reduced | 63,550 | 21,712 | 16.25% | 15.23% | 54 | -5,601 | -8.1% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 62,981 | 21,518 | 0.02% | 0.02% | 55 | +2,075 | 3.41% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 62,897 | 21,489 | 0.42% | 0.45% | 56 | +1,159 | 1.88% | Q1 2026 | May 01, 2026 |
| Nuveen, LLC | History | Added to | 62,602 | 21,388 | 0.01% | 0.01% | 57 | +3,672 | 6.23% | Q1 2026 | Apr 30, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 60,206 | 20,569 | 0.04% | 0.05% | 58 | -12,085 | -16.72% | Q1 2026 | May 13, 2026 |
| Mawer Investment Management Ltd. | History | Added to | 59,832 | 20,442 | 0.13% | 0.08% | 59 | +25,252 | 73.02% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 59,411 | 20,300 | 0.01% | 0.03% | 60 | -93,469 | -61.14% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 54,688 | 18,684 | 0.0% | 0.0% | 61 | +155 | 0.28% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 53,714 | 18,352 | 0.0% | 0.0% | 62 | +1,708 | 3.28% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 51,189 | 17,484 | 0.02% | 0.03% | 63 | -16,171 | -24.01% | Q1 2026 | May 13, 2026 |
| Doma Perpetual Capital Management LLC | History | Reduced | 50,051 | 17,100 | 4.59% | 6.16% | 64 | -6,000 | -10.7% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 49,758 | 17,000 | 0.01% | 0.01% | 65 | +2,312 | 4.87% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 49,595 | 16,944 | 0.0% | 0.0% | 66 | -26,784 | -35.07% | Q1 2026 | May 15, 2026 |
| Swedbank AB | History | Reduced | 49,053 | 16,759 | 0.02% | 0.02% | 67 | -16,000 | -24.6% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | Added to | 47,110 | 16,095 | 0.0% | 0.0% | 68 | +45,656 | 3140.03% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 46,560 | 15,908 | 0.05% | 0.07% | 69 | -10,440 | -18.32% | Q1 2026 | Apr 28, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 44,360 | 15,156 | 1.87% | 1.66% | 70 | +6,215 | 16.29% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 44,230 | 15,111 | 0.0% | 0.0% | 71 | +26,124 | 144.28% | Q1 2026 | May 14, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 43,986 | 15,028 | 2.73% | 2.82% | 72 | +1,092 | 2.55% | Q1 2026 | Apr 10, 2026 |
| Swiss National Bank | History | No change | 43,662 | 14,917 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,608 | 14,407 | 0.01% | 0.0% | 74 | +38,094 | 843.91% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 41,883 | 14,309 | 0.1% | 0.11% | 75 | +3,006 | 7.73% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 39,479 | 13,488 | 0.51% | 0.16% | 76 | +27,155 | 220.34% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 37,990 | 12,979 | 0.28% | 0.31% | 77 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 37,507 | 12,814 | 0.04% | 0.04% | 78 | -957 | -2.49% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 32,371 | 12,660 | 0.0% | 0.02% | 79 | -141,048 | -81.33% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 35,363 | 12,082 | 0.01% | 0.01% | 80 | +1,195 | 3.5% | Q1 2026 | May 06, 2026 |
| Retirement Systems of Alabama | History | Added to | 34,594 | 11,819 | 0.04% | 0.03% | 81 | +8,069 | 30.42% | Q1 2026 | Apr 24, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 33,888 | 11,409 | 0.81% | 0.83% | 82 | -2,774 | -7.57% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 30,858 | 10,543 | 0.03% | 0.03% | 83 | +2,720 | 9.67% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 30,700 | 10,488 | 0.0% | 0.0% | 84 | -23,831 | -43.7% | Q1 2026 | May 15, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Added to | 30,576 | 10,446 | 0.81% | 0.76% | 85 | +1,334 | 4.56% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 30,183 | 10,312 | 0.0% | 0.0% | 86 | -3,057 | -9.2% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,043 | 9,922 | 0.0% | 0.0% | 87 | +22,643 | 353.8% | Q1 2026 | May 12, 2026 |
| LOUNTZIS ASSET MANAGEMENT, LLC | History | New | 28,942 | 9,888 | 3.63% | — | 88 | +28,942 | New | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 28,205 | 9,636 | 0.0% | 0.0% | 89 | -1,395 | -4.71% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 27,970 | 9,556 | 0.01% | 0.01% | 90 | +748 | 2.75% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 27,547 | 9,411 | 0.01% | 0.01% | 91 | +179 | 0.65% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 26,990 | 9,220 | 0.01% | 0.02% | 92 | -6,765 | -20.04% | Q1 2026 | May 06, 2026 |
| Trexquant Investment LP | History | Added to | 26,981 | 9,218 | 0.07% | 0.03% | 93 | +17,517 | 185.09% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 26,329 | 8,995 | 0.31% | 0.32% | 94 | +2,302 | 9.58% | Q1 2026 | May 15, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 25,841 | 8,828 | 0.93% | 0.9% | 95 | +5,105 | 24.62% | Q1 2026 | Apr 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 25,710 | 8,784 | 0.01% | 0.01% | 96 | +4,758 | 22.71% | Q1 2026 | May 15, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 24,754 | 8,457 | 0.35% | 0.27% | 97 | +7,497 | 43.44% | Q1 2026 | May 13, 2026 |
| Hendershot Investments Inc. | History | Added to | 22,983 | 7,852 | 1.06% | 1.07% | 98 | +1,450 | 6.73% | Q1 2026 | Apr 27, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | Reduced | 22,407 | 7,655 | 2.13% | 2.25% | 99 | -1,220 | -5.16% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 21,761 | 7,435 | 0.01% | 0.01% | 100 | +787 | 3.75% | Q1 2026 | May 15, 2026 |
| Crawford Fund Management, LLC | History | Added to | 20,970 | 7,164 | 1.38% | 0.13% | 101 | +18,470 | 738.8% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 20,699 | 7,072 | 0.01% | 0.01% | 102 | -44 | -0.21% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,095 | 6,866 | 0.01% | 0.02% | 103 | -1,019 | -4.83% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,094 | 6,865 | 0.01% | 0.01% | 104 | +8,173 | 68.56% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 20,025 | 6,841 | 0.01% | — | 105 | +20,025 | New | Q1 2026 | May 08, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 19,822 | 6,772 | 0.03% | 0.01% | 107 | +11,864 | 149.08% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 19,824 | 6,772 | 0.0% | 0.0% | 106 | -119 | -0.6% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 19,743 | 6,745 | 0.04% | 0.05% | 108 | -3,132 | -13.69% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 19,732 | 6,741 | 0.02% | 0.0% | 109 | +16,524 | 515.09% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 19,601 | 6,696 | 0.08% | 0.1% | 110 | -1,155 | -5.56% | Q1 2026 | Apr 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 18,951 | 6,475 | 0.0% | 0.0% | 111 | -16,959 | -47.23% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 16,922 | 5,782 | 0.01% | 0.01% | 112 | -8,463 | -33.34% | Q1 2026 | Apr 16, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 16,516 | 5,642 | 0.27% | 0.33% | 113 | -3,170 | -16.1% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 16,085 | 5,495 | 0.0% | 0.01% | 114 | -339 | -2.06% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 16,014 | 5,471 | 0.01% | 0.02% | 115 | -8,803 | -35.47% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,945 | 5,447 | 0.0% | 0.0% | 116 | +36 | 0.23% | Q1 2026 | May 06, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 14,997 | 5,123 | 0.02% | 0.01% | 117 | +10,735 | 251.88% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 14,832 | 5,067 | 0.0% | 0.0% | 118 | +469 | 3.27% | Q1 2026 | May 15, 2026 |
| Maniro Ltd | History | No change | 14,000 | 4,783 | 1.45% | 1.87% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 13,695 | 4,679 | 0.02% | 0.02% | 120 | +227 | 1.69% | Q1 2026 | May 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 13,292 | 4,541 | 0.01% | 0.01% | 121 | -164 | -1.22% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 13,018 | 4,447 | 0.01% | 0.01% | 122 | -1,079 | -7.65% | Q1 2026 | May 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 12,863 | 4,399 | 0.01% | 0.01% | 123 | -30 | -0.23% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | Added to | 12,768 | 4,362 | 0.0% | 0.0% | 124 | +1,786 | 16.26% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 12,560 | 4,291 | 0.0% | 0.01% | 125 | -17,220 | -57.82% | Q1 2026 | May 15, 2026 |
| 2Xideas AG | History | Reduced | 12,443 | 4,251 | 1.67% | 1.69% | 126 | -2,974 | -19.29% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,361 | 4,223 | 0.0% | 0.01% | 127 | -1,563 | -11.23% | Q1 2026 | May 13, 2026 |
| Canal Capital Management, LLC | History | Added to | 12,270 | 4,192 | 0.57% | 0.62% | 128 | +1,096 | 9.81% | Q1 2026 | Apr 27, 2026 |
| MetLife Investment Management, LLC | History | Added to | 11,870 | 4,055 | 0.02% | 0.02% | 129 | +4 | 0.03% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 11,742 | 4,011 | 0.01% | 0.01% | 130 | -1,967 | -14.35% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 11,690 | 3,994 | 0.0% | 0.0% | 131 | +9,690 | 484.5% | Q1 2026 | May 15, 2026 |
| Rockbridge Asset Management LLC | History | Added to | 11,387 | 3,890 | 2.61% | 0.59% | 132 | +8,897 | 357.31% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,370 | 3,884 | 0.01% | 0.01% | 133 | +17 | 0.15% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Reduced | 11,300 | 3,860 | 0.08% | 0.11% | 134 | -20,965 | -64.98% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 10,906 | 3,721 | 0.01% | 0.0% | 135 | +9,635 | 758.06% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 10,873 | 3,714 | 0.13% | — | 136 | +10,873 | New | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,628 | 3,631 | 0.03% | 0.03% | 137 | -164 | -1.52% | Q1 2026 | May 08, 2026 |
| HOMESTEAD ADVISERS CORP | History | Reduced | 10,526 | 3,596 | 0.1% | 0.17% | 138 | -5,800 | -35.53% | Q1 2026 | May 08, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 10,273 | 3,509 | 0.17% | 0.13% | 139 | +3,279 | 46.88% | Q1 2026 | May 07, 2026 |
| Davidson Capital Management Inc. | History | Added to | 10,254 | 3,503 | 0.63% | 0.61% | 140 | +3,099 | 43.31% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,811 | 3,352 | 0.04% | 0.05% | 141 | +471 | 5.04% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 9,753 | 3,332 | 0.1% | 0.0% | 142 | +9,751 | 487550.0% | Q1 2026 | Apr 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 9,734 | 3,325 | 0.0% | 0.0% | 143 | -559 | -5.43% | Q1 2026 | May 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 9,722 | 3,321 | 0.01% | 0.01% | 144 | +50 | 0.52% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 9,685 | 3,308 | 0.01% | 0.01% | 145 | +1,817 | 23.09% | Q1 2026 | May 07, 2026 |
| Leibman Financial Services, Inc. | History | Added to | 9,679 | 3,306 | 2.43% | 2.66% | 146 | +241 | 2.55% | Q1 2026 | Apr 13, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Reduced | 9,606 | 3,281 | 0.24% | 0.48% | 147 | -8,227 | -46.13% | Q1 2026 | May 14, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 9,467 | 3,234 | 0.01% | 0.01% | 148 | +202 | 2.18% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 9,376 | 3,203 | 0.03% | 0.03% | 149 | +113 | 1.22% | Q1 2026 | Apr 29, 2026 |
| GROUP ONE TRADING LLC | History | New | 9,346 | 3,193 | 0.01% | — | 150 | +9,346 | New | Q1 2026 | May 13, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 9,150 | 3,126 | 0.79% | 0.87% | 151 | -60 | -0.65% | Q1 2026 | May 07, 2026 |
| BECK MACK & OLIVER LLC | History | New | 9,000 | 3,074 | 0.06% | — | 152 | +9,000 | New | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,957 | 3,060 | 0.0% | — | 153 | +8,957 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,569 | 2,927 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,469 | 2,893 | 0.03% | 0.04% | 155 | -728 | -7.92% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 7,196 | 2,814 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Advisors LLC | History | Reduced | 8,009 | 2,736 | 0.45% | 0.52% | 157 | -544 | -6.36% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 7,908 | 2,701 | 0.0% | 0.0% | 158 | -4,644 | -37.0% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 7,835 | 2,676 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,543 | 2,577 | 0.0% | 0.0% | 160 | +7,136 | 1753.32% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,515 | 2,567 | 0.03% | 0.04% | 161 | -85 | -1.12% | Q1 2026 | Apr 23, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 7,509 | 2,565 | 0.03% | 0.02% | 162 | +3,144 | 72.03% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 7,350 | 2,511 | 0.0% | 0.01% | 163 | -15,256 | -67.49% | Q1 2026 | May 08, 2026 |
| Intrinsic Value Partners, LLC | History | Added to | 7,291 | 2,491 | 1.92% | 1.67% | 164 | +1,600 | 28.11% | Q1 2026 | Apr 28, 2026 |
| Aurora Investment Counsel | History | New | 7,288 | 2,490 | 1.38% | — | 165 | +7,288 | New | Q1 2026 | May 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,595 | 2,253 | 0.02% | 0.04% | 166 | -4,008 | -37.8% | Q1 2026 | May 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 6,588 | 2,250 | 0.09% | 0.1% | 167 | +54 | 0.83% | Q1 2026 | May 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 6,556 | 2,239 | 0.0% | 0.0% | 168 | +1,144 | 21.14% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,504 | 2,222 | 0.0% | 0.0% | 169 | -215 | -3.2% | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 6,498 | 2,220 | 0.01% | 0.01% | 170 | -209 | -3.12% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,467 | 2,209 | 0.03% | 0.03% | 171 | -379 | -5.54% | Q1 2026 | Apr 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,421 | 2,194 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 6,400 | 2,186 | 0.04% | 0.04% | 173 | +300 | 4.92% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 6,392 | 2,115 | 0.04% | 0.03% | 174 | +4,430 | 225.79% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,144 | 2,099 | 0.01% | 0.01% | 175 | -10 | -0.16% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 6,073 | 2,074 | 0.01% | 0.01% | 176 | -26 | -0.43% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,992 | 2,047 | 0.0% | 0.02% | 177 | -15,686 | -72.36% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 5,597 | 1,912 | 0.01% | — | 178 | +5,597 | New | Q1 2026 | May 08, 2026 |
| L2 Asset Management, LLC | History | Added to | 5,554 | 1,897 | 0.18% | 0.16% | 179 | +2,564 | 85.75% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 5,537 | 1,891 | 0.01% | 0.01% | 180 | +7 | 0.13% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 5,476 | 1,870 | 0.01% | 0.01% | 181 | -12 | -0.22% | Q1 2026 | May 15, 2026 |
| Salvus Wealth Management, LLC | History | New | 5,464 | 1,866 | 1.09% | — | 182 | +5,464 | New | Q1 2026 | Apr 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 5,450 | 1,862 | 0.01% | 0.01% | 183 | +1,030 | 23.3% | Q1 2026 | May 08, 2026 |
| Kestra Investment Management, LLC | History | Added to | 5,434 | 1,856 | 0.03% | 0.03% | 184 | +2,063 | 61.2% | Q1 2026 | May 11, 2026 |
| Sidoxia Capital Management, LLC | History | New | 5,357 | 1,830 | 1.58% | — | 185 | +5,357 | New | Q1 2026 | May 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 5,345 | 1,826 | 0.01% | 0.01% | 186 | +100 | 1.91% | Q1 2026 | May 04, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Added to | 5,323 | 1,818 | 0.64% | 0.61% | 187 | +460 | 9.46% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 5,310 | 1,814 | 0.0% | 0.0% | 188 | +416 | 8.5% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 5,303 | 1,810 | 0.01% | 0.01% | 189 | -81 | -1.5% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Added to | 5,241 | 1,790 | 0.03% | 0.04% | 190 | +96 | 1.87% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,185 | 1,771 | 0.0% | 0.0% | 191 | +2,049 | 65.34% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Reduced | 5,123 | 1,750 | 0.18% | 0.43% | 192 | -4,039 | -44.08% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,099 | 1,742 | 0.01% | 0.02% | 193 | -382 | -6.97% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,430 | 1,732 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 4,951 | 1,691 | 0.03% | 0.02% | 195 | +7 | 0.14% | Q1 2026 | May 08, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 4,946 | 1,689 | 0.22% | 0.26% | 196 | -447 | -8.29% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 4,930 | 1,684 | 0.01% | 0.01% | 197 | +608 | 14.07% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 4,901 | 1,674 | 0.02% | 0.02% | 198 | -29 | -0.59% | Q1 2026 | May 06, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 4,898 | 1,673 | 0.08% | 0.08% | 199 | -106 | -2.12% | Q1 2026 | May 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 4,860 | 1,660 | 0.01% | 0.01% | 200 | +120 | 2.53% | Q1 2026 | Apr 29, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 4,788 | 1,635 | 0.02% | 0.03% | 201 | -453 | -8.64% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,718 | 1,611 | 0.0% | 0.0% | 202 | +638 | 15.64% | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 4,531 | 1,548 | 0.02% | 0.02% | 203 | +186 | 4.28% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 4,514 | 1,542 | 0.01% | 0.02% | 204 | -1,842 | -28.98% | Q1 2026 | Apr 27, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 4,457 | 1,522 | 0.46% | 0.31% | 205 | +1,657 | 59.18% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 4,421 | 1,510 | 0.0% | 0.0% | 206 | +772 | 21.16% | Q1 2026 | May 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 4,400 | 1,503 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Entropy Technologies, LP | History | New | 4,370 | 1,493 | 0.07% | — | 208 | +4,370 | New | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 4,346 | 1,484 | 0.0% | 0.01% | 209 | -10,012 | -69.73% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,306 | 1,471 | 0.0% | 0.0% | 210 | +2,373 | 122.76% | Q1 2026 | Apr 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 4,238 | 1,447 | 0.0% | 0.0% | 211 | -6,131 | -59.13% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,098 | 1,400 | 0.0% | 0.0% | 212 | -5,204 | -55.94% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,071 | 1,390 | 0.04% | 0.05% | 213 | +21 | 0.52% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | New | 4,002 | 1,367 | 0.01% | — | 214 | +4,002 | New | Q1 2026 | May 11, 2026 |
| Hingham Institution for Savings | History | New | 4,000 | 1,366 | 1.21% | — | 215 | +4,000 | New | Q1 2026 | Apr 14, 2026 |
| Odyssean, LLC | History | Added to | 3,956 | 1,351 | 0.49% | 0.54% | 216 | +2,024 | 104.76% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 3,899 | 1,332 | 0.01% | 0.05% | 217 | -10,757 | -73.4% | Q1 2026 | May 13, 2026 |
| South Dakota Investment Council | History | No change | 3,833 | 1,310 | 0.02% | 0.03% | 218 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 3,803 | 1,283 | 0.0% | 0.0% | 219 | +15 | 0.4% | Q1 2026 | May 05, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 3,701 | 1,264 | 0.0% | 0.01% | 220 | -1,030 | -21.77% | Q1 2026 | May 13, 2026 |
| DC Investments Management, LLC | History | New | 3,688 | 1,260 | 0.48% | — | 221 | +3,688 | New | Q1 2026 | May 14, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | History | New | 3,673 | 1,254 | 0.15% | — | 222 | +3,673 | New | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,622 | 1,237 | 0.0% | 0.0% | 223 | +254 | 7.54% | Q1 2026 | Apr 22, 2026 |
| WINTON GROUP Ltd | History | Added to | 3,610 | 1,233 | 0.04% | 0.04% | 224 | +567 | 18.63% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Added to | 3,520 | 1,202 | 0.0% | 0.0% | 226 | +585 | 19.93% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,520 | 1,202 | 0.0% | 0.0% | 225 | -446 | -11.25% | Q1 2026 | Apr 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,500 | 1,195 | 0.0% | 0.0% | 227 | -4,351 | -55.42% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,482 | 1,189 | 0.0% | 0.0% | 228 | -271 | -7.22% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 3,447 | 1,177 | 0.0% | 0.0% | 229 | +1,817 | 111.47% | Q1 2026 | May 15, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 3,426 | 1,170 | 0.76% | 0.71% | 230 | +671 | 24.36% | Q1 2026 | Apr 23, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 3,609 | 1,167 | 0.06% | 0.04% | 231 | +2,256 | 166.74% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | New | 3,396 | 1,160 | 0.17% | — | 232 | +3,396 | New | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,277 | 1,119 | 0.0% | 0.0% | 233 | +149 | 4.76% | Q1 2026 | May 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3,239 | 1,106 | 0.17% | 0.19% | 234 | +79 | 2.5% | Q1 2026 | Apr 29, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 3,190 | 1,089 | 0.1% | 0.09% | 235 | -1,718 | -35.0% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 3,160 | 1,079 | 0.06% | 0.02% | 236 | +2,172 | 219.84% | Q1 2026 | Apr 30, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 3,132 | 1,070 | 0.83% | 0.9% | 237 | +250 | 8.67% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 3,031 | 1,035 | 0.01% | 0.01% | 238 | -23 | -0.75% | Q1 2026 | May 15, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Reduced | 3,019 | 1,031 | 0.47% | 0.56% | 239 | -152 | -4.79% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,999 | 1,024 | 0.0% | 0.0% | 240 | -162 | -5.12% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 2,997 | 1,023 | 0.0% | 0.0% | 241 | -396 | -11.67% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 2,992 | 1,022 | 0.01% | 0.01% | 242 | +205 | 7.36% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,969 | 1,014 | 0.01% | 0.01% | 243 | +126 | 4.43% | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 1,005 | 0.82% | 0.66% | 244 | +1 | New | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,931 | 1,001 | 0.0% | 0.0% | 245 | +440 | 17.66% | Q1 2026 | May 15, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 2,993 | 981 | 0.16% | 0.18% | 246 | +489 | 19.53% | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 2,854 | 975 | 0.0% | 0.0% | 247 | +1,692 | 145.61% | Q1 2026 | May 14, 2026 |
| Peloton Wealth Strategists | History | Reduced | 2,850 | 974 | 0.39% | 0.75% | 248 | -2,117 | -42.62% | Q1 2026 | May 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 2,850 | 973 | 0.15% | — | 249 | +2,850 | New | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,776 | 948 | 0.01% | 0.01% | 250 | -166 | -5.64% | Q1 2026 | Apr 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 2,742 | 936 | 0.02% | 0.02% | 251 | +830 | 43.41% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 2,723 | 930 | 0.02% | 0.12% | 252 | -8,550 | -75.84% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 2,706 | 924 | 0.11% | 0.12% | 253 | +106 | 4.08% | Q1 2026 | Apr 10, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 2,680 | 915 | 0.42% | 0.48% | 254 | -287 | -9.67% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Added to | 2,675 | 913 | 0.01% | 0.01% | 255 | +257 | 10.63% | Q1 2026 | May 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 2,653 | 906 | 0.01% | 0.01% | 256 | +560 | 26.76% | Q1 2026 | May 07, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 2,614 | 893 | 0.32% | 0.39% | 257 | -163 | -5.87% | Q1 2026 | May 06, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 2,597 | 887 | 0.04% | 0.05% | 258 | -562 | -17.79% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,573 | 879 | 0.0% | 0.0% | 259 | -1,483 | -36.56% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,535 | 866 | 0.0% | 0.0% | 260 | +868 | 52.07% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 2,521 | 861 | 0.0% | 0.0% | 261 | -457 | -15.35% | Q1 2026 | May 11, 2026 |
| Grandeur Peak Global Advisors, LLC | History | New | 2,486 | 849 | 0.2% | — | 262 | +2,486 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,474 | 845 | 0.01% | 0.0% | 263 | +2,038 | 467.43% | Q1 2026 | Apr 14, 2026 |
| Vancity Investment Management Ltd | History | Added to | 2,428 | 830 | 0.13% | 0.13% | 264 | +5 | 0.21% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,392 | 817 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,391 | 816 | 0.09% | — | 266 | +2,391 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,376 | 811 | 0.0% | — | 268 | +2,376 | New | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,375 | 811 | 0.01% | 0.02% | 267 | -348 | -12.78% | Q1 2026 | Apr 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,343 | 800 | 0.01% | 0.0% | 269 | +1,633 | 230.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,339 | 799 | 0.03% | 0.19% | 271 | -12,239 | -83.96% | Q1 2026 | May 13, 2026 |
| Perbak Capital Partners LLP | History | Added to | 2,341 | 799 | 0.2% | 0.09% | 272 | +1,548 | 195.21% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 2,340 | 799 | 0.05% | 0.07% | 270 | -1,463 | -38.47% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 2,335 | 797 | 0.03% | 0.04% | 273 | -382 | -14.06% | Q1 2026 | Apr 28, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 2,319 | 792 | 0.6% | 0.7% | 274 | -220 | -8.66% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,259 | 771 | 0.02% | 0.01% | 276 | +1,078 | 91.28% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 2,258 | 771 | 0.0% | 0.0% | 275 | +92 | 4.25% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Added to | 2,225 | 760 | 0.02% | 0.02% | 277 | +338 | 17.91% | Q1 2026 | May 11, 2026 |
| Jump Financial, LLC | History | New | 2,200 | 751 | 0.01% | — | 278 | +2,200 | New | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,186 | 746 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 2,155 | 736 | 0.0% | 0.0% | 280 | +1,236 | 134.49% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 2,149 | 734 | 0.0% | 0.0% | 281 | -6,968 | -76.43% | Q1 2026 | May 14, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 2,128 | 727 | 0.3% | 0.39% | 282 | -439 | -17.1% | Q1 2026 | Apr 08, 2026 |
| J2 Capital Management Inc | History | Added to | 2,105 | 719 | 0.49% | 0.49% | 283 | +402 | 23.61% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | Added to | 2,094 | 715 | 0.02% | 0.01% | 284 | +608 | 40.92% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,078 | 710 | 0.01% | 0.01% | 285 | +549 | 35.91% | Q1 2026 | May 01, 2026 |
| Marshall Financial Group, LLC | History | Added to | 2,074 | 708 | 0.11% | 0.15% | 286 | +50 | 2.47% | Q1 2026 | Apr 10, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 2,040 | 696 | 0.01% | 0.0% | 287 | +1,500 | 277.78% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 2,013 | 687 | 0.0% | 0.0% | 288 | -756 | -27.3% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,844 | 630 | 0.0% | 0.0% | 289 | -1,296 | -41.27% | Q1 2026 | May 05, 2026 |
| DRW Securities, LLC | History | New | 1,837 | 627 | 0.01% | — | 290 | +1,837 | New | Q1 2026 | May 13, 2026 |
| Peterson Wealth Services | History | Added to | 1,833 | 626 | 0.15% | 0.17% | 291 | +101 | 5.83% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,779 | 607 | 0.0% | 0.0% | 292 | -2,767 | -60.87% | Q1 2026 | May 14, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 1,776 | 606 | 0.06% | 0.07% | 293 | +9 | 0.51% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 1,767 | 603 | 0.01% | 0.01% | 294 | -15 | -0.84% | Q1 2026 | May 12, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 1,761 | 601 | 0.04% | 0.04% | 295 | -1 | -0.06% | Q1 2026 | Apr 30, 2026 |
| Gibbs Wealth Management | History | New | 1,752 | 598 | 0.08% | — | 297 | +1,752 | New | Q1 2026 | May 13, 2026 |
| Brooklands Fund Management Ltd | History | Reduced | 1,753 | 598 | 0.67% | 0.65% | 296 | -1,750 | -49.96% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,730 | 596 | 0.0% | 0.0% | 298 | -325 | -15.82% | Q1 2026 | Apr 08, 2026 |
| Rossby Financial, LCC | History | Added to | 1,715 | 593 | 0.12% | 0.12% | 299 | +735 | 75.0% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 1,700 | 580 | 0.01% | 0.01% | 300 | +244 | 16.76% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 1,689 | 577 | 0.01% | 0.0% | 301 | +1,619 | 2312.86% | Q1 2026 | Apr 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 1,671 | 570 | 0.04% | 0.04% | 302 | -14 | -0.83% | Q1 2026 | Apr 27, 2026 |
| Advisor OS, LLC | History | Added to | 1,666 | 569 | 0.04% | 0.05% | 303 | +108 | 6.93% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,655 | 565 | 0.0% | 0.0% | 304 | -152 | -8.41% | Q1 2026 | May 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 1,610 | 550 | 0.02% | 0.02% | 305 | -48 | -2.9% | Q1 2026 | May 01, 2026 |
| NICOLET BANKSHARES INC | History | New | 1,584 | 547 | 0.02% | — | 306 | +1,584 | New | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,567 | 535 | 0.01% | 0.01% | 307 | +375 | 31.46% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,561 | 533 | 0.05% | 0.05% | 308 | -5 | -0.32% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,552 | 530 | 0.0% | — | 309 | +1,552 | New | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | New | 1,542 | 526 | 0.0% | — | 310 | +1,542 | New | Q1 2026 | May 13, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 1,535 | 524 | 0.24% | 0.27% | 311 | +26 | 1.72% | Q1 2026 | Apr 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 1,514 | 517 | 0.03% | — | 312 | +1,514 | New | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | New | 1,472 | 502 | 0.0% | — | 314 | +1,472 | New | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,288 | 502 | 0.03% | 0.03% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,430 | 488 | 0.0% | 0.01% | 315 | -4,023 | -73.78% | Q1 2026 | May 11, 2026 |
| FORA Capital, LLC | History | New | 1,427 | 487 | 0.04% | — | 316 | +1,427 | New | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 1,432 | 482 | 0.01% | 0.02% | 317 | -112 | -7.25% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 1,410 | 481 | 0.04% | 0.06% | 318 | -224 | -13.71% | Q1 2026 | May 15, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 1,406 | 480 | 0.02% | 0.03% | 319 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 1,396 | 476 | 0.02% | 0.02% | 320 | -131 | -8.58% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | No change | 1,381 | 471 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,371 | 468 | 0.0% | 0.0% | 322 | -573 | -29.48% | Q1 2026 | May 11, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 1,372 | 468 | 0.06% | 0.06% | 323 | +220 | 19.1% | Q1 2026 | Apr 23, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,366 | 466 | 0.0% | 0.0% | 324 | +300 | 28.14% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,362 | 465 | 0.01% | 0.01% | 326 | -144 | -9.56% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,361 | 465 | 0.0% | 0.0% | 325 | +47 | 3.58% | Q1 2026 | May 05, 2026 |
| Leonteq Securities AG | History | Added to | 1,347 | 460 | 0.02% | 0.02% | 327 | +68 | 5.32% | Q1 2026 | Apr 27, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | New | 1,337 | 456 | 0.09% | — | 329 | +1,337 | New | Q1 2026 | Apr 20, 2026 |
| Sepio Capital, LP | History | Added to | 1,335 | 456 | 0.02% | 0.02% | 328 | +334 | 33.37% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,322 | 452 | 0.04% | 0.03% | 330 | +408 | 44.64% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,322 | 451 | 0.01% | 0.02% | 331 | -295 | -18.24% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | Reduced | 1,310 | 448 | 0.01% | 0.03% | 332 | -1,279 | -49.4% | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | Added to | 1,300 | 444 | 0.03% | 0.03% | 334 | +400 | 44.44% | Q1 2026 | Apr 28, 2026 |
| Harbor Advisors LLC | History | No change | 1,300 | 444 | 0.06% | 0.08% | 333 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Unified Investment Management | History | Added to | 1,299 | 443 | 0.45% | 0.4% | 335 | +272 | 26.48% | Q1 2026 | Apr 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 1,287 | 439 | 0.02% | 0.03% | 337 | -367 | -22.19% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 1,286 | 439 | 0.0% | 0.0% | 338 | +252 | 24.37% | Q1 2026 | May 14, 2026 |
| SUMMITRY LLC | History | Added to | 1,286 | 439 | 0.02% | 0.02% | 336 | +23 | 1.82% | Q1 2026 | May 22, 2026 |
| Trust Point Inc. | History | Added to | 1,267 | 432 | 0.04% | 0.04% | 339 | +9 | 0.72% | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 1,260 | 430 | 0.0% | 0.0% | 340 | -63 | -4.76% | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,248 | 426 | 0.01% | 0.01% | 341 | +131 | 11.73% | Q1 2026 | May 12, 2026 |
| AVIVA PLC | History | Reduced | 1,238 | 422 | 0.0% | 0.0% | 342 | -54 | -4.18% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | New | 1,227 | 419 | 0.01% | — | 343 | +1,227 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 1,204 | 411 | 0.01% | 0.01% | 344 | -398 | -24.84% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,187 | 405 | 0.0% | 0.0% | 345 | -234 | -16.47% | Q1 2026 | Apr 15, 2026 |
| Utah Retirement Systems | History | No change | 1,178 | 402 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 1,165 | 398 | 0.05% | 0.07% | 347 | -106 | -8.34% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,159 | 395 | 0.0% | 0.0% | 348 | -295 | -20.29% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 1,156 | 394 | 0.0% | 0.0% | 349 | +564 | 95.27% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 999 | 390 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Brooklyn Investment Group | History | New | 1,140 | 389 | 0.01% | — | 351 | +1,140 | New | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,128 | 385 | 0.0% | 0.0% | 352 | -460 | -28.97% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,127 | 384 | 0.0% | 0.0% | 354 | -783 | -40.99% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,125 | 384 | 0.0% | 0.01% | 353 | -206 | -15.48% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 1,074 | 366 | 0.0% | 0.0% | 355 | -128 | -10.65% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,071 | 365 | 0.01% | 0.01% | 356 | +408 | 61.54% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 1,063 | 363 | 0.0% | 0.0% | 357 | -20 | -1.85% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,057 | 361 | 0.01% | 0.01% | 358 | +374 | 54.76% | Q1 2026 | May 04, 2026 |
| Hills Bank & Trust Co | History | Reduced | 1,054 | 360 | 0.02% | 0.02% | 359 | -19 | -1.77% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,045 | 357 | 0.0% | 0.0% | 360 | +83 | 8.63% | Q1 2026 | May 11, 2026 |
| DnB Asset Management AS | History | New | 1,041 | 355 | 0.0% | — | 362 | +1,041 | New | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,040 | 355 | 0.01% | 0.01% | 361 | -30 | -2.8% | Q1 2026 | May 12, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 1,031 | 352 | 0.02% | 0.04% | 363 | -776 | -42.94% | Q1 2026 | May 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,029 | 351 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,019 | 348 | 0.01% | 0.01% | 365 | -32 | -3.04% | Q1 2026 | May 11, 2026 |
| American National Bank of Texas | History | Added to | 1,014 | 346 | 0.33% | 0.31% | 366 | +181 | 21.73% | Q1 2026 | Apr 09, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 1,012 | 345 | 0.04% | 0.05% | 367 | -69 | -6.38% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,007 | 343 | 0.01% | — | 369 | +1,007 | New | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,004 | 343 | 0.0% | 0.0% | 368 | -74 | -6.86% | Q1 2026 | May 05, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 1,000 | 341 | 0.05% | 0.06% | 370 | -3 | -0.3% | Q1 2026 | Apr 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 990 | 338 | 0.02% | 0.02% | 371 | +123 | 14.19% | Q1 2026 | Apr 28, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 989 | 337 | 0.0% | 0.02% | 372 | -3,965 | -80.04% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 980 | 334 | 0.0% | 0.01% | 373 | -239 | -19.61% | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 974 | 332 | 0.03% | 0.03% | 374 | +159 | 19.51% | Q1 2026 | May 04, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 971 | 331 | 0.2% | 0.22% | 375 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 960 | 328 | 0.02% | 0.22% | 376 | +3 | 0.31% | Q1 2026 | Apr 16, 2026 |
| TenCore Partners, LP | History | New | 950 | 324 | 0.25% | — | 377 | +950 | New | Q1 2026 | May 06, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 944 | 322 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 937 | 320 | 0.08% | — | 379 | +937 | New | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Added to | 918 | 313 | 0.04% | 0.04% | 381 | +129 | 16.35% | Q1 2026 | May 14, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 919 | 313 | 0.01% | 0.01% | 380 | +41 | 4.67% | Q1 2026 | May 08, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 901 | 307 | 0.07% | 0.11% | 382 | -384 | -29.88% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Added to | 887 | 303 | 0.0% | 0.0% | 383 | +1 | 0.11% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 880 | 300 | 0.0% | 0.0% | 384 | +76 | 9.45% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 864 | 298 | 0.0% | 0.0% | 385 | -167 | -16.2% | Q1 2026 | Apr 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 872 | 297 | 0.0% | 0.0% | 386 | -96 | -9.92% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 850 | 290 | 0.0% | — | 389 | +850 | New | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 851 | 290 | 0.03% | 0.02% | 388 | +254 | 42.55% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 850 | 290 | 0.0% | 0.0% | 387 | -1 | -0.12% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 841 | 287 | 0.0% | 0.0% | 390 | +49 | 6.19% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 838 | 286 | 0.0% | 0.01% | 391 | -2,138 | -71.84% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 835 | 285 | 0.07% | 0.07% | 392 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 833 | 284 | 0.0% | 0.0% | 393 | -37 | -4.25% | Q1 2026 | Apr 30, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 827 | 282 | 0.02% | — | 394 | +827 | New | Q1 2026 | May 07, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 815 | 278 | 0.04% | 0.06% | 395 | -464 | -36.28% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 811 | 277 | 0.01% | — | 396 | +811 | New | Q1 2026 | May 14, 2026 |
| Abacus Planning Group, Inc. | History | No change | 803 | 274 | 0.04% | 0.04% | 397 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 832 | 272 | 0.03% | 0.03% | 398 | -72 | -7.96% | Q1 2026 | May 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 793 | 270 | 0.01% | 0.01% | 399 | +37 | 4.89% | Q1 2026 | Apr 17, 2026 |
| Americana Partners, LLC | History | Added to | 786 | 268 | 0.01% | 0.01% | 400 | +28 | 3.69% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 782 | 267 | 0.0% | 0.0% | 401 | +158 | 25.32% | Q1 2026 | Apr 20, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 778 | 265 | 0.05% | 0.05% | 402 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 768 | 262 | 0.03% | — | 403 | +768 | New | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 763 | 260 | 0.0% | 0.01% | 404 | -265 | -25.78% | Q1 2026 | Apr 27, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 760 | 259 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Voleon Capital Management LP | History | New | 749 | 255 | 0.01% | — | 406 | +749 | New | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | New | 738 | 252 | 0.0% | — | 408 | +738 | New | Q1 2026 | May 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 738 | 252 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 716 | 245 | 0.0% | 0.01% | 409 | -84 | -10.5% | Q1 2026 | May 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 707 | 241 | 0.03% | — | 410 | +707 | New | Q1 2026 | May 07, 2026 |
| KBC Group NV | History | Added to | 698 | 238 | 0.0% | 0.0% | 412 | +97 | 16.14% | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 698 | 238 | 0.1% | 0.1% | 411 | +95 | 15.75% | Q1 2026 | May 05, 2026 |
| CONNABLE OFFICE INC | History | No change | 695 | 237 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 693 | 236 | 0.01% | 0.01% | 414 | -190 | -21.52% | Q1 2026 | May 01, 2026 |
| Bridgefront Capital, LLC | History | New | 688 | 235 | 0.06% | — | 415 | +688 | New | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | New | 684 | 233 | 0.03% | — | 417 | +684 | New | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 684 | 233 | 0.01% | 0.01% | 416 | -80 | -10.47% | Q1 2026 | Apr 06, 2026 |
| Fielder Capital Group LLC | History | Added to | 676 | 230 | 0.05% | 0.05% | 419 | +16 | 2.42% | Q1 2026 | May 12, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 675 | 230 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tandem Investment Advisors, Inc. | History | Reduced | 673 | 229 | 0.01% | 0.01% | 421 | -246 | -26.77% | Q1 2026 | May 07, 2026 |
| Ballentine Partners, LLC | History | Added to | 671 | 229 | 0.0% | 0.0% | 420 | +20 | 3.07% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 671 | 229 | 0.05% | 0.06% | 422 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Second Line Capital, LLC | History | No change | 705 | 228 | 0.04% | 0.06% | 423 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 660 | 225 | 0.19% | 0.61% | 424 | -1,300 | -66.33% | Q1 2026 | Apr 20, 2026 |
| North Dakota State Investment Board | History | Reduced | 646 | 220 | 0.01% | 0.01% | 425 | -137 | -17.5% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 639 | 218 | 0.01% | 0.01% | 426 | -65 | -9.23% | Q1 2026 | Apr 28, 2026 |
| Centurion Wealth Management LLC | History | Added to | 638 | 218 | 0.05% | 0.05% | 427 | +61 | 10.57% | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Reduced | 624 | 213 | 0.0% | 0.0% | 428 | -47 | -7.0% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 624 | 213 | 0.0% | 0.0% | 429 | +8 | 1.3% | Q1 2026 | May 18, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 613 | 209 | 0.0% | 0.02% | 430 | -12,925 | -95.47% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 610 | 208 | 0.01% | 0.01% | 431 | +52 | 9.32% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 600 | 206 | 0.02% | 0.02% | 432 | -20 | -3.23% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 597 | 203 | 0.04% | 0.04% | 434 | -30 | -4.78% | Q1 2026 | Apr 30, 2026 |
| Vident Advisory, LLC | History | Added to | 595 | 203 | 0.0% | 0.0% | 433 | +12 | 2.06% | Q1 2026 | May 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 590 | 201 | 0.02% | 0.04% | 435 | -488 | -45.27% | Q1 2026 | Apr 15, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 572 | 195 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 550 | 191 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 547 | 186 | 0.01% | 0.02% | 438 | -49 | -8.22% | Q1 2026 | May 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 533 | 182 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STRS OHIO | History | Reduced | 529 | 180 | 0.0% | 0.0% | 440 | -1 | -0.19% | Q1 2026 | Apr 24, 2026 |
| Heritage Wealth Advisors | History | No change | 485 | 165 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 412 | 140 | 0.0% | — | 442 | +412 | New | Q1 2026 | May 07, 2026 |
| Sava Infond d.o.o. | History | No change | 400 | 136 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 375 | 128 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Avalon Trust Co | History | No change | 350 | 119 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 339 | 115 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 332 | 112 | 0.0% | 0.0% | 447 | +37 | 12.54% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 317 | 108 | 0.0% | 0.0% | 448 | -19 | -5.65% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 300 | 102 | 0.01% | 0.02% | 449 | -234 | -43.82% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 271 | 92 | 0.01% | 0.04% | 450 | -395 | -59.31% | Q1 2026 | Apr 21, 2026 |
| Employees Retirement System of Texas | History | New | 247 | 84 | 0.0% | — | 451 | +247 | New | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 207 | 80 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 208 | 70 | 0.0% | 0.0% | 453 | -25 | -10.73% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 197 | 68 | 0.05% | 0.07% | 454 | -129 | -39.57% | Q1 2026 | May 05, 2026 |
| Evolution Advisers, Inc. | History | No change | 199 | 67 | 0.03% | 0.03% | 455 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | Reduced | 177 | 60 | 0.0% | 0.0% | 456 | -1 | -0.56% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 175 | 59 | 0.0% | — | 457 | +175 | New | Q1 2026 | May 19, 2026 |
| MATHER GROUP, LLC. | History | New | 161 | 55 | 0.0% | — | 458 | +161 | New | Q1 2026 | Apr 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 160 | 54 | 0.16% | 0.17% | 459 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | No change | 158 | 53 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | No change | 146 | 49 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 146 | 49 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Park Place Capital Corp | History | No change | 131 | 44 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| RiverPark Advisors, LLC | History | Reduced | 119 | 40 | 0.01% | 0.02% | 464 | -99 | -45.41% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 120 | 40 | 0.0% | 0.0% | 465 | +78 | 185.71% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 119 | 40 | 0.0% | 0.0% | 466 | -11 | -8.46% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 106 | 36 | 0.0% | 0.0% | 467 | +100 | 1666.67% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 108 | 36 | 0.0% | 0.0% | 468 | -31 | -22.3% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 107 | 36 | 0.0% | 0.0% | 469 | -3 | -2.73% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 107 | 36 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 105 | 35 | 0.0% | 0.0% | 471 | -155 | -59.62% | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 104 | 35 | 0.0% | — | 474 | +104 | New | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 105 | 35 | 0.0% | 0.0% | 472 | -4 | -3.67% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 103 | 35 | 0.0% | 0.0% | 473 | +4 | 4.04% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Added to | 102 | 34 | 0.0% | — | 476 | +100 | 5000.0% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 100 | 34 | 0.0% | 0.0% | 475 | +5 | 5.26% | Q1 2026 | Apr 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 98 | 33 | 0.0% | 0.0% | 477 | -131 | -57.21% | Q1 2026 | Apr 28, 2026 |
| AlphaQuest LLC | History | No change | 84 | 32 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | Reduced | 91 | 31 | 0.0% | 0.0% | 479 | -536 | -85.49% | Q1 2026 | Apr 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 92 | 31 | 0.01% | — | 480 | +92 | New | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 88 | 30 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 84 | 28 | 0.0% | 0.01% | 482 | -40 | -32.26% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 73 | 24 | 0.0% | 0.0% | 483 | -6 | -7.59% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 68 | 23 | 0.0% | 0.0% | 484 | -5 | -6.85% | Q1 2026 | May 01, 2026 |
| Main Street Group, LTD | History | New | 67 | 22 | 0.01% | — | 487 | +67 | New | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 65 | 22 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| V-Square Quantitative Management LLC | History | No change | 65 | 22 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 64 | 21 | 0.0% | 0.0% | 488 | +21 | 48.84% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 62 | 21 | 0.0% | 0.0% | 489 | -16 | -20.51% | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Reduced | 59 | 20 | 0.0% | 0.0% | 490 | -26 | -30.59% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 59 | 20 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 60 | 20 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 50 | 19 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | No change | 49 | 19 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 57 | 17 | 0.0% | 0.0% | 495 | +7 | 14.0% | Q1 2026 | May 06, 2026 |
| Y.D. More Investments Ltd | History | No change | 50 | 17 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 44 | 15 | 0.0% | 0.0% | 497 | +23 | 109.52% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | Reduced | 46 | 15 | 0.0% | 0.0% | 499 | -11 | -19.3% | Q1 2026 | Apr 22, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 40 | 15 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilltop National Bank | History | New | 39 | 13 | 0.0% | — | 501 | +39 | New | Q1 2026 | Apr 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 40 | 13 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 37 | 12 | 0.01% | 0.02% | 505 | +1 | 2.78% | Q1 2026 | Apr 29, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 36 | 12 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 38 | 12 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Centerpoint Advisors, LLC | History | No change | 34 | 12 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | No change | 35 | 11 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | New | 30 | 10 | 0.0% | — | 510 | +30 | New | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 31 | 10 | 0.0% | 0.0% | 507 | +6 | 24.0% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 30 | 10 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Trust, LLC | History | No change | 30 | 10 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 29 | 9 | 0.01% | 0.01% | 512 | -11 | -27.5% | Q1 2026 | Apr 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 27 | 9 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 24 | 8 | 0.0% | 0.0% | 513 | -20 | -45.45% | Q1 2026 | May 04, 2026 |
| American Capital Advisory, LLC | History | No change | 26 | 8 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BAYBAN | History | Reduced | 23 | 7 | 0.01% | 0.02% | 519 | -40 | -63.49% | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | New | 21 | 7 | 0.0% | — | 520 | +21 | New | Q1 2026 | Apr 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 22 | 7 | 0.01% | 0.0% | 516 | +19 | 633.33% | Q1 2026 | May 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 22 | 7 | 0.01% | 0.01% | 518 | -1 | -4.35% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 21 | 7 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Meramec Financial Planners, LLC | History | No change | 22 | 7 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Forum Finance Group S.A. | History | New | 20 | 6 | 0.0% | — | 526 | +20 | New | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 18 | 6 | 0.0% | — | 521 | +16 | 800.0% | Q1 2026 | May 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 19 | 6 | 0.0% | 0.0% | 523 | -1 | -5.0% | Q1 2026 | Apr 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 6 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 19 | 6 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Missouri Trust & Investment Co | History | No change | 20 | 6 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Reduced | 15 | 5 | 0.0% | 0.05% | 527 | -49,509 | -99.97% | Q1 2026 | May 12, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 15 | 5 | 0.0% | 0.01% | 529 | -12 | -44.44% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 16 | 5 | 0.0% | 0.0% | 530 | +6 | 60.0% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 16 | 5 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 12 | 4 | 0.0% | 0.0% | 532 | -30 | -71.43% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 14 | 4 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Key FInancial Inc | History | No change | 13 | 4 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 11 | 3 | 0.0% | 0.0% | 536 | -67 | -85.9% | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | New | 11 | 3 | 0.0% | — | 541 | +11 | New | Q1 2026 | Apr 22, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 11 | 3 | 0.0% | — | 542 | +11 | New | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | New | 11 | 3 | 0.0% | — | 543 | +11 | New | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | Reduced | 10 | 3 | 0.0% | 0.0% | 535 | -8 | -44.44% | Q1 2026 | May 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Addison Advisors LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | No change | 9 | 3 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Accent Capital Management, LLC | History | No change | 210 | 3 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EFG International AG | History | No change | 10 | 3 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 8 | 2 | 0.0% | 0.0% | 546 | -29 | -78.38% | Q1 2026 | Apr 20, 2026 |
| Bayforest Capital Ltd | History | New | 8 | 2 | 0.0% | — | 552 | +8 | New | Q1 2026 | Apr 15, 2026 |
| Ascentis Independent Advisors | History | New | 6 | 2 | 0.0% | — | 551 | +6 | New | Q1 2026 | Apr 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 7 | 2 | 0.0% | 0.0% | 547 | +3 | 75.0% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7 | 2 | 0.0% | 0.0% | 548 | -2 | -22.22% | Q1 2026 | Apr 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 7 | 2 | 0.0% | 0.0% | 550 | +2 | 40.0% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 6 | 2 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bangor Savings Bank | History | No change | 8 | 2 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Fortitude Family Office, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4 | 1 | 0.0% | 0.0% | 553 | -13 | -76.47% | Q1 2026 | Apr 14, 2026 |
| Noble Wealth Management PBC | History | New | 5 | 1 | 0.0% | — | 570 | +5 | New | Q1 2026 | Apr 02, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 4 | 1 | 0.0% | — | 566 | +4 | New | Q1 2026 | May 15, 2026 |
| Cromwell Holdings LLC | History | New | 4 | 1 | 0.0% | — | 567 | +4 | New | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 4 | 1 | 0.0% | — | 568 | +4 | New | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | New | 4 | 1 | 0.0% | — | 569 | +4 | New | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | New | 4 | 1 | 0.0% | — | 571 | +4 | New | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 4 | 1 | 0.0% | — | 561 | +3 | 300.0% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | New | 3 | 1 | 0.0% | — | 565 | +3 | New | Q1 2026 | Apr 28, 2026 |
| Essential Partners LLC | History | New | 3 | 1 | 0.0% | — | 572 | +3 | New | Q1 2026 | May 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 4 | 1 | 0.0% | 0.0% | 560 | -2 | -33.33% | Q1 2026 | Apr 08, 2026 |
| Rakuten Securities, Inc. | History | Added to | 4 | 1 | 0.0% | — | 562 | +2 | 100.0% | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 4 | 1 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UNION SAVINGS BANK | History | No change | 5 | 1 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Walsh & Associates, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Artemis Investment Management LLP | History | Closed out | 0 | 0 | — | 0.21% | — | -43,962 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -20,614 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,693 | -100.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,497 | -100.0% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,596 | -100.0% | Q1 2026 | May 07, 2026 |
| BAHL & GAYNOR INC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,117 | -100.0% | Q1 2026 | May 07, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -6,030 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cumberland Partners Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -6,000 | -100.0% | Q1 2026 | May 14, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.06% | — | -5,315 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.01% | — | -5,135 | -100.0% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,549 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,457 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,422 | -100.0% | Q1 2026 | May 01, 2026 |
| DLD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -3,200 | -100.0% | Q1 2026 | May 13, 2026 |
| CIM, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,146 | -100.0% | Q1 2026 | May 18, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,118 | -100.0% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,901 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,646 | -100.0% | Q1 2026 | May 06, 2026 |
| LRT Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -2,498 | -100.0% | Q1 2026 | May 15, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,359 | -100.0% | Q1 2026 | May 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,308 | -100.0% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.14% | — | -2,275 | -100.0% | Q1 2026 | May 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,998 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -1,882 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -1,624 | -100.0% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,550 | -100.0% | Q1 2026 | May 11, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,432 | -100.0% | Q1 2026 | May 14, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,275 | -100.0% | Q1 2026 | May 21, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,217 | -100.0% | Q1 2026 | May 15, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,188 | -100.0% | Q1 2026 | Apr 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,031 | -100.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -985 | -100.0% | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -945 | -100.0% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -908 | -100.0% | Q1 2026 | May 08, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -899 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.05% | — | -865 | -100.0% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -863 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -832 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -763 | -100.0% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -760 | -100.0% | Q1 2026 | May 11, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -735 | -100.0% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -702 | -100.0% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -696 | -100.0% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -643 | -100.0% | Q1 2026 | May 13, 2026 |
| Index Fund Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -638 | -100.0% | Q1 2026 | May 12, 2026 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -624 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | Closed out | 0 | 0 | — | 0.09% | — | -600 | -100.0% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -590 | -100.0% | Q1 2026 | May 07, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -581 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -579 | -100.0% | Q1 2026 | May 07, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -571 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -570 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -565 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Equity Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -539 | -100.0% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q1 2026 | May 12, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -514 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -503 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -278 | -100.0% | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -176 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -148 | -100.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -125 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 15, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -73 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -60 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -25 | -96.15% | Q1 2026 | May 11, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 01, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -15 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 01, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -4 | -66.67% | Q1 2026 | Apr 23, 2026 |
| Investors Portfolio Services LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q1 2026 | May 07, 2026 |
| Horizon Investments, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |