Karman Holdings Inc. - KRMN
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 | 9,342,230 | 683,570 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 8,376,378 | 670,529 | 0.04% | 0.02% | 2 | +2,525,033 | 43.15% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 4,964,038 | 397,371 | 0.01% | 0.01% | 3 | +509,523 | 11.44% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,594,611 | 367,798 | 0.01% | — | 4 | +4,594,611 | New | Q1 2026 | May 15, 2026 |
| Lexington Partners L.P. | History | No change | 4,430,213 | 354,638 | 96.79% | 95.49% | 5 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,324,016 | 346,137 | 0.02% | — | 6 | +4,324,016 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 4,186,462 | 335,126 | 0.05% | 0.05% | 7 | +97,813 | 2.39% | Q1 2026 | May 12, 2026 |
| KHIS Custodian LP | History | No change | 3,942,428 | 315,591 | 100.0% | 100.0% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 3,501,433 | 280,289 | 9.07% | 8.15% | 9 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GCM Grosvenor Holdings, LLC | History | No change | 3,319,366 | 265,715 | 29.49% | 34.46% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,891,687 | 231,479 | 0.17% | 0.15% | 11 | +93,565 | 3.34% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,885,826 | 231,010 | 0.17% | 0.17% | 12 | +18,447 | 0.64% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 2,848,337 | 228,009 | 0.01% | 0.01% | 13 | -478,093 | -14.37% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,832,794 | 226,765 | 0.05% | 0.01% | 14 | +2,207,224 | 352.83% | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | New | 2,569,446 | 205,684 | 14.01% | — | 15 | +2,569,446 | New | Q1 2026 | Apr 20, 2026 |
| Castle Hook Partners LP | History | New | 2,493,778 | 199,626 | 0.85% | — | 16 | +2,493,778 | New | Q1 2026 | May 15, 2026 |
| Schusterman Interests, LLC | History | No change | 2,050,196 | 164,118 | 41.95% | 34.33% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | History | No change | 1,952,568 | 156,303 | 52.65% | 70.16% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,794,305 | 143,635 | 0.02% | 0.01% | 19 | -93,431 | -4.95% | Q1 2026 | May 15, 2026 |
| Mass General Brigham, Inc | History | No change | 1,562,054 | 125,042 | 26.67% | 14.11% | 20 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 1,543,230 | 123,535 | 0.02% | 0.01% | 21 | +616,254 | 66.48% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 1,495,999 | 119,754 | 0.37% | 0.0% | 22 | +1,492,814 | 46870.14% | Q1 2026 | May 13, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 1,463,309 | 117,138 | 0.38% | 0.16% | 23 | +740,077 | 102.33% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,368,212 | 109,525 | 0.13% | 0.12% | 24 | -235 | -0.02% | Q1 2026 | May 13, 2026 |
| Hood River Capital Management LLC | History | Reduced | 1,288,784 | 103,167 | 1.03% | 1.04% | 25 | -4,651 | -0.36% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,281,792 | 102,607 | 0.03% | 0.02% | 26 | +56,167 | 4.58% | Q1 2026 | May 13, 2026 |
| BAMCO INC /NY/ | History | Reduced | 1,279,093 | 102,391 | 0.31% | 0.38% | 27 | -635,128 | -33.18% | Q1 2026 | May 15, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 1,265,289 | 101,286 | 1.72% | 1.77% | 28 | -336,719 | -21.02% | Q1 2026 | May 07, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,229,656 | 98,433 | 0.16% | 0.07% | 29 | +627,417 | 104.18% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,198,518 | 95,941 | 0.13% | 0.09% | 30 | +375,154 | 45.56% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,188,884 | 95,170 | 0.02% | 0.02% | 31 | -306,735 | -20.51% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,187,927 | 95,124 | 0.01% | 0.01% | 32 | +31,764 | 2.75% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 977,353 | 78,237 | 0.58% | 0.67% | 33 | -377,816 | -27.88% | Q1 2026 | May 15, 2026 |
| ROBERT WOOD JOHNSON FOUNDATION | History | No change | 976,284 | 78,151 | 62.61% | 57.67% | 34 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 964,305 | 77,192 | 0.32% | 0.26% | 35 | +127,324 | 15.21% | Q1 2026 | May 11, 2026 |
| Capital World Investors | History | Reduced | 949,969 | 76,045 | 0.01% | 0.02% | 36 | -1,087,978 | -53.39% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 938,169 | 71,969 | 0.02% | 0.01% | 37 | +332,139 | 54.81% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 891,760 | 71,385 | 0.07% | 0.04% | 38 | +383,143 | 75.33% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 878,356 | 70,312 | 0.01% | 0.01% | 39 | +79,856 | 10.0% | Q1 2026 | May 12, 2026 |
| StepStone Group LP | History | No change | 877,320 | 70,229 | 33.85% | 6.65% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Champlain Investment Partners, LLC | History | Added to | 830,830 | 66,507 | 0.84% | 0.36% | 41 | +343,425 | 70.46% | Q1 2026 | May 13, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 810,137 | 64,851 | 0.89% | 1.21% | 42 | -458,939 | -36.16% | Q1 2026 | Apr 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 851,515 | 62,305 | 0.02% | 0.02% | 43 | -51,602 | -5.71% | Q1 2026 | May 15, 2026 |
| Bregal General Partner Jersey Ltd | History | New | 777,782 | 62,261 | 100.0% | — | 44 | +777,782 | New | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 770,468 | 61,676 | 0.0% | 0.0% | 45 | +299,307 | 63.53% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 707,196 | 56,611 | 0.41% | 0.17% | 46 | +376,298 | 113.72% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 724,122 | 54,178 | 0.0% | 0.0% | 47 | -139,757 | -16.18% | Q1 2026 | May 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 654,880 | 52,423 | 0.04% | 0.04% | 48 | -216,267 | -24.83% | Q1 2026 | May 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 639,193 | 51,168 | 0.04% | 0.0% | 49 | +610,725 | 2145.3% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 627,714 | 50,248 | 0.03% | 0.02% | 50 | -2,582 | -0.41% | Q1 2026 | May 15, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | Added to | 626,384 | 50,142 | 1.44% | 0.88% | 51 | +86,784 | 16.08% | Q1 2026 | Apr 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 522,138 | 41,797 | 0.01% | 0.01% | 52 | +23,777 | 4.77% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Added to | 514,862 | 41,214 | 0.04% | 0.03% | 53 | +36,774 | 7.69% | Q1 2026 | May 13, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 512,521 | 41,027 | 0.82% | 0.66% | 54 | -22,376 | -4.18% | Q1 2026 | Apr 24, 2026 |
| Amundi | History | Added to | 512,231 | 41,004 | 0.01% | 0.01% | 55 | +158,068 | 44.63% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 511,180 | 40,919 | 0.0% | 0.0% | 56 | +257,915 | 101.84% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 509,377 | 40,775 | 0.01% | — | 57 | +509,377 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 487,728 | 39,042 | 0.01% | 0.0% | 58 | +242,537 | 98.92% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 470,265 | 37,644 | 0.01% | 0.01% | 59 | -69,921 | -12.94% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 469,956 | 37,619 | 0.0% | 0.0% | 60 | +376,156 | 401.02% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 459,531 | 36,785 | 0.0% | 0.0% | 61 | +254,161 | 123.76% | Q1 2026 | May 15, 2026 |
| Rokos Capital Management LLP | History | New | 440,463 | 35,261 | 0.27% | — | 62 | +440,463 | New | Q1 2026 | May 15, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 436,201 | 34,917 | 0.15% | 0.04% | 63 | +282,470 | 183.74% | Q1 2026 | May 15, 2026 |
| SAMLYN CAPITAL, LLC | History | Added to | 419,314 | 33,566 | 0.57% | 0.43% | 64 | +52,974 | 14.46% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 414,711 | 33,197 | 0.01% | 0.01% | 65 | +150,026 | 56.68% | Q1 2026 | May 06, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 395,277 | 31,641 | 0.09% | 0.07% | 66 | +85,648 | 27.66% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 350,478 | 28,055 | 0.08% | — | 67 | +350,478 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 333,417 | 26,690 | 0.03% | 0.02% | 68 | +124,956 | 59.94% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 333,030 | 26,659 | 0.52% | 0.47% | 69 | -12,000 | -3.48% | Q1 2026 | May 01, 2026 |
| Ranger Investment Management, L.P. | History | Added to | 297,540 | 23,818 | 1.72% | 1.32% | 70 | +33,786 | 12.81% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 315,934 | 23,116 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 287,786 | 23,037 | 0.0% | 0.0% | 72 | +11,994 | 4.35% | Q1 2026 | May 14, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 278,677 | 22,308 | 0.03% | 0.03% | 73 | -56,636 | -16.89% | Q1 2026 | May 14, 2026 |
| Artisan Partners Limited Partnership | History | New | 267,574 | 21,419 | 0.03% | — | 74 | +267,574 | New | Q1 2026 | May 13, 2026 |
| LBP AM SA | History | Added to | 255,225 | 20,430 | 0.28% | 0.04% | 75 | +204,733 | 405.48% | Q1 2026 | Apr 27, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 249,011 | 19,933 | 0.32% | 0.3% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 239,575 | 19,177 | 0.01% | 0.0% | 77 | +191,284 | 396.11% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 235,861 | 18,880 | 0.01% | 0.01% | 78 | -129,535 | -35.45% | Q1 2026 | May 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 225,000 | 18,011 | 0.5% | 0.74% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | No change | 200,000 | 16,010 | 0.17% | 0.14% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 185,340 | 14,836 | 0.01% | 0.0% | 81 | +133,176 | 255.3% | Q1 2026 | May 12, 2026 |
| Burkehill Global Management, LP | History | Reduced | 175,000 | 14,008 | 0.69% | 1.08% | 82 | -50,000 | -22.22% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Added to | 173,340 | 13,875 | 0.05% | 0.05% | 83 | +2,561 | 1.5% | Q1 2026 | May 15, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Reduced | 171,203 | 13,704 | 0.99% | 1.18% | 84 | -61,117 | -26.31% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 169,308 | 13,553 | 0.12% | 0.13% | 85 | -29,934 | -15.02% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 166,341 | 13,315 | 0.01% | 0.01% | 86 | +81,018 | 94.95% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 165,613 | 13,257 | 0.01% | — | 87 | +165,613 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 159,692 | 12,783 | 0.01% | 0.01% | 88 | +46,947 | 41.64% | Q1 2026 | May 13, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Added to | 158,500 | 12,687 | 0.22% | 0.03% | 89 | +136,937 | 635.06% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 153,680 | 12,302 | 0.0% | 0.0% | 90 | +88,399 | 135.41% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | New | 149,385 | 11,958 | 0.08% | — | 91 | +149,385 | New | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 142,825 | 11,433 | 0.0% | 0.0% | 92 | +29,839 | 26.41% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 139,292 | 11,150 | 0.22% | — | 93 | +139,292 | New | Q1 2026 | Apr 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 145,711 | 10,902 | 0.02% | 0.04% | 94 | -83,586 | -36.45% | Q1 2026 | May 07, 2026 |
| Spear Advisors LLC | History | New | 127,974 | 10,244 | 7.63% | — | 95 | +127,974 | New | Q1 2026 | May 15, 2026 |
| AustralianSuper Pty Ltd | History | Reduced | 122,697 | 9,821 | 0.05% | 0.16% | 96 | -337,591 | -73.34% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 119,214 | 9,543 | 0.0% | 0.0% | 97 | +16,379 | 15.93% | Q1 2026 | Apr 30, 2026 |
| Neuberger Berman Group LLC | History | Added to | 118,142 | 9,457 | 0.01% | 0.0% | 98 | +55,993 | 90.09% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 117,134 | 9,376 | 0.01% | 0.01% | 99 | +44,671 | 61.65% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 111,952 | 8,961 | 0.01% | 0.0% | 100 | +106,899 | 2115.56% | Q1 2026 | May 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 109,339 | 8,752 | 0.13% | 0.17% | 101 | -59,234 | -35.14% | Q1 2026 | May 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 104,928 | 8,399 | 0.12% | 0.01% | 102 | +96,211 | 1103.72% | Q1 2026 | May 12, 2026 |
| Swiss National Bank | History | No change | 104,400 | 8,357 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 102,542 | 8,208 | 0.0% | 0.0% | 104 | +18,382 | 21.84% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 101,236 | 8,104 | 0.0% | 0.0% | 105 | +15,357 | 17.88% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 98,027 | 7,847 | 0.03% | 0.03% | 106 | +5,672 | 6.14% | Q1 2026 | May 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 100,710 | 7,699 | 0.02% | 0.03% | 107 | -22,387 | -18.19% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 91,631 | 7,335 | 0.01% | 0.0% | 108 | +37,950 | 70.7% | Q1 2026 | May 08, 2026 |
| Atika Capital Management LLC | History | New | 90,500 | 7,244 | 0.91% | — | 109 | +90,500 | New | Q1 2026 | May 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 88,667 | 7,097 | 0.26% | 0.2% | 110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | Added to | 84,464 | 6,761 | 0.03% | 0.01% | 111 | +49,792 | 143.61% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 84,076 | 6,730 | 0.01% | 0.01% | 112 | -36,633 | -30.35% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 82,324 | 6,590 | 0.0% | 0.0% | 113 | +57,960 | 237.89% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | New | 76,149 | 6,095 | 0.01% | — | 114 | +76,149 | New | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 74,521 | 5,965 | 0.01% | 0.01% | 115 | -5,046 | -6.34% | Q1 2026 | May 13, 2026 |
| Lisanti Capital Growth, LLC | History | Added to | 71,079 | 5,689 | 1.43% | 1.17% | 116 | +3,710 | 5.51% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 67,815 | 5,428 | 0.01% | 0.0% | 117 | +67,641 | 38874.14% | Q1 2026 | May 01, 2026 |
| Vontobel Holding Ltd. | History | New | 67,566 | 5,408 | 0.02% | — | 118 | +67,566 | New | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 66,100 | 5,291 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Added to | 63,016 | 5,037 | 0.0% | 0.0% | 120 | +440 | 0.7% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 61,105 | 4,891 | 0.01% | 0.0% | 121 | +11,597 | 23.42% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 66,086 | 4,835 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 60,226 | 4,821 | 0.0% | 0.0% | 123 | -24,527 | -28.94% | Q1 2026 | May 11, 2026 |
| Paloma Partners Management Co | History | New | 60,000 | 4,803 | 0.94% | — | 124 | +60,000 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54,562 | 4,587 | 0.0% | 0.0% | 125 | +53,603 | 5589.47% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 57,033 | 4,565 | 0.01% | 0.01% | 126 | +20,146 | 54.62% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 56,021 | 4,484 | 0.02% | 0.02% | 127 | +3,770 | 7.22% | Q1 2026 | May 05, 2026 |
| Science & Technology Partners, L.P. | History | New | 54,997 | 4,402 | 1.15% | — | 128 | +54,997 | New | Q1 2026 | May 15, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 54,645 | 4,374 | 1.97% | 2.0% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 53,424 | 4,276 | 0.0% | 0.0% | 130 | +6,820 | 14.63% | Q1 2026 | May 12, 2026 |
| Jain Global LLC | History | Added to | 52,469 | 4,200 | 0.02% | 0.01% | 131 | +14,885 | 39.6% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 52,194 | 4,177 | 0.05% | 0.02% | 132 | +29,252 | 127.5% | Q1 2026 | May 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 51,918 | 4,156 | 0.02% | — | 133 | +51,918 | New | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 51,298 | 4,106 | 0.01% | — | 134 | +51,298 | New | Q1 2026 | May 13, 2026 |
| Aubrey Capital Management Ltd | History | No change | 50,400 | 4,034 | 2.17% | 1.45% | 135 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 50,127 | 4,012 | 0.01% | 0.01% | 136 | -7,632 | -13.21% | Q1 2026 | May 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 47,381 | 3,792 | 0.0% | 0.0% | 137 | +21,224 | 81.14% | Q1 2026 | May 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 46,666 | 3,735 | 0.01% | 0.01% | 138 | +7,718 | 19.82% | Q1 2026 | May 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 44,066 | 3,527 | 0.02% | 0.0% | 139 | +37,611 | 582.66% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 40,145 | 3,213 | 0.0% | — | 140 | +40,145 | New | Q1 2026 | May 08, 2026 |
| Zimmer Partners, LP | History | New | 40,000 | 3,202 | 0.08% | — | 141 | +40,000 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 39,977 | 3,200 | 0.0% | — | 142 | +39,977 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 38,380 | 3,072 | 0.05% | — | 143 | +38,380 | New | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | New | 37,077 | 2,968 | 0.06% | — | 144 | +37,077 | New | Q1 2026 | May 14, 2026 |
| Select Equity Group, L.P. | History | Reduced | 36,305 | 2,906 | 0.01% | 0.02% | 145 | -28,791 | -44.23% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | New | 35,428 | 2,836 | 0.27% | — | 146 | +35,428 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 32,889 | 2,632 | 0.0% | — | 147 | +32,889 | New | Q1 2026 | May 08, 2026 |
| FIL Ltd | History | Added to | 32,635 | 2,612 | 0.0% | 0.0% | 148 | +6,563 | 25.17% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 32,496 | 2,601 | 0.0% | 0.0% | 149 | +811 | 2.56% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 31,926 | 2,555 | 0.0% | 0.0% | 150 | +14,746 | 85.83% | Q1 2026 | May 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 31,693 | 2,537 | 0.02% | — | 151 | +31,693 | New | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 31,400 | 2,513 | 0.0% | 0.0% | 152 | -762 | -2.37% | Q1 2026 | May 05, 2026 |
| PEAK6 LLC | History | New | 30,800 | 2,465 | 0.01% | — | 153 | +30,800 | New | Q1 2026 | May 13, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 30,191 | 2,416 | 0.44% | 1.32% | 154 | -66,452 | -68.76% | Q1 2026 | Apr 20, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Reduced | 29,744 | 2,381 | 0.56% | 0.54% | 155 | -25,377 | -46.04% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | New | 29,651 | 2,373 | 0.01% | — | 156 | +29,651 | New | Q1 2026 | May 15, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | New | 28,537 | 2,284 | 0.03% | — | 157 | +28,537 | New | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 28,468 | 2,278 | 0.2% | — | 158 | +28,468 | New | Q1 2026 | May 15, 2026 |
| Emerald Investment Advisers, LLC | History | New | 28,064 | 2,246 | 0.2% | — | 159 | +28,064 | New | Q1 2026 | May 11, 2026 |
| Richard Bernstein Advisors LLC | History | New | 27,468 | 2,198 | 0.06% | — | 160 | +27,468 | New | Q1 2026 | Apr 22, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 27,312 | 2,186 | 0.37% | 0.43% | 161 | -7,722 | -22.04% | Q1 2026 | Apr 21, 2026 |
| Freemont Management S.A. | History | New | 27,200 | 2,177 | 0.33% | — | 162 | +27,200 | New | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO | History | New | 25,030 | 2,155 | 0.02% | — | 163 | +25,030 | New | Q1 2026 | Apr 28, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 25,423 | 2,035 | 0.01% | 0.01% | 164 | -11,165 | -30.52% | Q1 2026 | May 05, 2026 |
| Cinctive Capital Management LP | History | Added to | 23,763 | 1,902 | 0.12% | 0.06% | 165 | +8,358 | 54.26% | Q1 2026 | May 15, 2026 |
| Mezzasalma Advisors, LLC | History | New | 23,028 | 1,843 | 0.47% | — | 166 | +23,028 | New | Q1 2026 | Apr 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 22,700 | 1,817 | 0.0% | 0.0% | 168 | +11,600 | 104.5% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 22,700 | 1,817 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 22,354 | 1,789 | 0.02% | 0.02% | 169 | -11,734 | -34.42% | Q1 2026 | May 08, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 22,282 | 1,783 | 0.03% | 0.03% | 170 | -8,298 | -27.14% | Q1 2026 | Apr 08, 2026 |
| Legato Capital Management LLC | History | Added to | 22,240 | 1,780 | 0.16% | 0.12% | 171 | +3,795 | 20.57% | Q1 2026 | May 14, 2026 |
| Main Management ETF Advisors, LLC | History | New | 22,174 | 1,775 | 0.07% | — | 173 | +22,174 | New | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 22,178 | 1,775 | 0.0% | 0.0% | 172 | +2,678 | 13.73% | Q1 2026 | May 15, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | Reduced | 22,127 | 1,771 | 0.73% | 0.95% | 174 | -12,000 | -35.16% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 21,858 | 1,749 | 0.01% | 0.01% | 175 | +383 | 1.78% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 21,763 | 1,742 | 0.01% | 0.0% | 176 | +462 | 2.17% | Q1 2026 | May 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 21,576 | 1,727 | 0.0% | 0.0% | 177 | -5,518 | -20.37% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 21,490 | 1,720 | 0.01% | 0.01% | 178 | +2,802 | 14.99% | Q1 2026 | May 11, 2026 |
| AXQ CAPITAL, LP | History | New | 21,126 | 1,691 | 0.22% | — | 179 | +21,126 | New | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 25,223 | 1,664 | 0.03% | 0.06% | 180 | +12,916 | 104.95% | Q1 2026 | May 01, 2026 |
| Renaissance Capital LLC | History | Reduced | 24,263 | 1,649 | 1.19% | 1.71% | 181 | -8,102 | -25.03% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Added to | 20,089 | 1,608 | 0.0% | 0.0% | 182 | +10,356 | 106.4% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | New | 19,800 | 1,586 | 0.07% | — | 183 | +19,800 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,752 | 1,581 | 0.0% | 0.0% | 184 | +5,114 | 34.94% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 19,527 | 1,563 | 0.01% | 0.0% | 185 | +1,884 | 10.68% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | New | 19,467 | 1,558 | 0.0% | — | 186 | +19,467 | New | Q1 2026 | May 08, 2026 |
| Informed Momentum Co LLC | History | Reduced | 19,364 | 1,550 | 0.18% | 0.29% | 187 | -15,740 | -44.84% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,133 | 1,451 | 0.0% | 0.0% | 188 | -7,204 | -28.43% | Q1 2026 | May 12, 2026 |
| WINTON GROUP Ltd | History | New | 17,300 | 1,384 | 0.05% | — | 189 | +17,300 | New | Q1 2026 | May 12, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | New | 16,667 | 1,334 | 0.02% | — | 190 | +16,667 | New | Q1 2026 | Apr 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 16,891 | 1,235 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 16,392 | 1,228 | 0.0% | — | 192 | +16,392 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,797 | 1,184 | 0.0% | 0.0% | 193 | -504 | -3.29% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 14,541 | 1,164 | 0.01% | 0.01% | 194 | -273 | -1.84% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 13,082 | 1,126 | 0.02% | — | 195 | +13,082 | New | Q1 2026 | Apr 28, 2026 |
| Advisors Asset Management, Inc. | History | New | 13,993 | 1,120 | 0.02% | — | 196 | +13,993 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 13,852 | 1,108 | 0.0% | 0.0% | 197 | +9,845 | 245.7% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 13,438 | 1,075 | 0.0% | — | 198 | +13,438 | New | Q1 2026 | May 08, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 13,303 | 1,064 | 0.02% | 0.01% | 200 | +1,993 | 17.62% | Q1 2026 | May 13, 2026 |
| GAM Holding AG | History | No change | 14,548 | 1,064 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 12,903 | 1,032 | 0.01% | 0.0% | 201 | +5,654 | 78.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | New | 12,232 | 979 | 0.0% | — | 202 | +12,232 | New | Q1 2026 | May 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,700 | 936 | 0.0% | 0.0% | 203 | +400 | 3.54% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 11,455 | 917 | 0.01% | — | 204 | +11,455 | New | Q1 2026 | Apr 07, 2026 |
| Qsemble Capital Management, LP | History | New | 11,453 | 916 | 0.07% | — | 205 | +11,453 | New | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 11,268 | 902 | 0.0% | 0.0% | 206 | +6,621 | 142.48% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 11,148 | 892 | 0.01% | — | 207 | +11,148 | New | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 11,004 | 880 | 0.0% | 0.0% | 208 | +7,319 | 198.62% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,616 | 849 | 0.0% | 0.0% | 209 | -3,495 | -24.77% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | New | 10,489 | 839 | 0.01% | — | 210 | +10,489 | New | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,411 | 833 | 0.0% | 0.0% | 211 | +2,833 | 37.38% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 10,327 | 826 | 0.01% | 0.02% | 212 | -11,454 | -52.59% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 10,211 | 817 | 0.0% | 0.0% | 213 | +2,211 | 27.64% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,147 | 812 | 0.0% | 0.0% | 214 | +4,647 | 84.49% | Q1 2026 | May 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 9,895 | 792 | 0.01% | — | 215 | +9,895 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 9,117 | 729 | 0.0% | 0.0% | 216 | +2,538 | 38.58% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | New | 9,025 | 722 | 0.03% | — | 217 | +9,025 | New | Q1 2026 | Apr 27, 2026 |
| TWINBEECH CAPITAL LP | History | New | 8,800 | 704 | 0.07% | — | 218 | +8,800 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 8,739 | 699 | 0.0% | 0.0% | 219 | +1,083 | 14.15% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 8,705 | 696 | 0.13% | — | 220 | +8,705 | New | Q1 2026 | May 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,549 | 684 | 0.0% | 0.0% | 221 | +656 | 8.31% | Q1 2026 | Apr 22, 2026 |
| Diversified Trust Co | History | Added to | 8,466 | 677 | 0.01% | 0.01% | 222 | +3,798 | 81.36% | Q1 2026 | Apr 16, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | New | 8,450 | 676 | 0.35% | — | 223 | +8,450 | New | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 8,277 | 662 | 0.15% | 0.46% | 224 | -18,987 | -69.64% | Q1 2026 | May 05, 2026 |
| VARCOV Co. | History | Added to | 8,212 | 657 | 0.24% | 0.19% | 225 | +1,577 | 23.77% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 7,984 | 639 | 0.01% | 0.0% | 226 | +1,989 | 33.18% | Q1 2026 | May 13, 2026 |
| Gibbs Wealth Management | History | Added to | 7,926 | 634 | 0.08% | 0.07% | 227 | +5,271 | 198.53% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 7,831 | 626 | 0.14% | 0.15% | 228 | -1,732 | -18.11% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 8,012 | 599 | 0.1% | — | 229 | +8,012 | New | Q1 2026 | May 12, 2026 |
| OP Asset Management Ltd | History | Reduced | 7,376 | 590 | 0.01% | 0.01% | 230 | -6,627 | -47.33% | Q1 2026 | Apr 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,265 | 581 | 0.0% | 0.0% | 231 | +3,350 | 85.57% | Q1 2026 | May 05, 2026 |
| Portside Wealth Group, LLC | History | Added to | 6,956 | 556 | 0.08% | 0.05% | 232 | +2,011 | 40.67% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 6,920 | 553 | 0.0% | 0.0% | 233 | +2,534 | 57.77% | Q1 2026 | Apr 24, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 6,100 | 488 | 0.0% | — | 234 | +6,100 | New | Q1 2026 | May 15, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | New | 6,044 | 483 | 0.01% | — | 235 | +6,044 | New | Q1 2026 | May 12, 2026 |
| Chung Wu Investment Group, LLC | History | New | 5,830 | 466 | 0.4% | — | 236 | +5,830 | New | Q1 2026 | May 12, 2026 |
| ALLSTATE CORP | History | New | 5,747 | 460 | 0.0% | — | 237 | +5,747 | New | Q1 2026 | May 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 5,671 | 453 | 0.0% | 0.05% | 238 | -158,283 | -96.54% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,552 | 444 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORDEN GROUP LLC | History | Added to | 5,481 | 438 | 0.04% | 0.03% | 240 | +1,068 | 24.2% | Q1 2026 | Apr 15, 2026 |
| MARSHALL WACE, LLP | History | New | 5,191 | 415 | 0.0% | — | 241 | +5,191 | New | Q1 2026 | May 14, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 5,000 | 400 | 0.12% | — | 242 | +5,000 | New | Q1 2026 | May 05, 2026 |
| Bayesian Capital Management, LP | History | New | 5,000 | 400 | 0.49% | — | 243 | +5,000 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,941 | 395 | 0.0% | — | 245 | +4,941 | New | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Reduced | 4,945 | 395 | 0.1% | 0.08% | 244 | -1,851 | -27.24% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,856 | 388 | 0.0% | 0.0% | 246 | -1,386 | -22.2% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 4,812 | 383 | 0.0% | 0.0% | 247 | +1,402 | 41.11% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 4,756 | 380 | 0.01% | — | 248 | +4,756 | New | Q1 2026 | May 14, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 4,741 | 379 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Graham Capital Management, L.P. | History | New | 4,638 | 371 | 0.01% | — | 250 | +4,638 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 4,582 | 367 | 0.0% | 0.0% | 251 | -39,169 | -89.53% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 4,538 | 363 | 0.0% | — | 252 | +4,538 | New | Q1 2026 | Apr 29, 2026 |
| Quent Capital, LLC | History | Added to | 4,527 | 362 | 0.03% | 0.02% | 253 | +1,000 | 28.35% | Q1 2026 | Apr 28, 2026 |
| Blackstone Inc. | History | New | 4,432 | 354 | 0.0% | — | 254 | +4,432 | New | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 4,300 | 344 | 0.0% | — | 255 | +4,300 | New | Q1 2026 | May 15, 2026 |
| Capricorn Fund Managers Ltd | History | New | 4,281 | 342 | 0.05% | — | 256 | +4,281 | New | Q1 2026 | Apr 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 4,053 | 324 | 0.01% | 0.01% | 257 | -697 | -14.67% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,010 | 321 | 0.0% | 0.0% | 258 | +1,178 | 41.6% | Q1 2026 | Apr 27, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,983 | 319 | 0.0% | 0.0% | 259 | -137 | -3.33% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,949 | 316 | 0.0% | 0.0% | 260 | +297 | 8.13% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | New | 3,907 | 312 | 0.0% | — | 261 | +3,907 | New | Q1 2026 | May 05, 2026 |
| CONNABLE OFFICE INC | History | No change | 3,887 | 311 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | New | 3,845 | 307 | 0.01% | — | 263 | +3,845 | New | Q1 2026 | May 14, 2026 |
| Themes Management Co LLC | History | New | 3,758 | 300 | 0.19% | — | 264 | +3,758 | New | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | New | 3,673 | 294 | 0.01% | — | 265 | +3,673 | New | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | New | 3,665 | 293 | 0.0% | — | 266 | +3,665 | New | Q1 2026 | May 15, 2026 |
| Alamea Verwaltungs GmbH | History | Added to | 3,607 | 288 | 0.21% | 0.17% | 267 | +1,146 | 46.57% | Q1 2026 | May 11, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | New | 3,595 | 287 | 0.06% | — | 269 | +3,595 | New | Q1 2026 | May 13, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 3,596 | 287 | 0.13% | 0.08% | 268 | +813 | 29.21% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,539 | 283 | 0.01% | 0.0% | 270 | +1,409 | 66.15% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | New | 3,500 | 280 | 0.01% | — | 271 | +3,500 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 3,418 | 273 | 0.0% | — | 272 | +3,418 | New | Q1 2026 | Apr 20, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 3,395 | 271 | 0.0% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 3,350 | 268 | 0.22% | 0.2% | 274 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,284 | 262 | 0.02% | 0.0% | 275 | +2,600 | 380.12% | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,199 | 256 | 0.0% | — | 276 | +3,199 | New | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | New | 3,176 | 254 | 0.0% | — | 278 | +3,176 | New | Q1 2026 | Apr 16, 2026 |
| BankChampaign, National Association | History | Reduced | 3,175 | 254 | 0.25% | 0.23% | 277 | -54 | -1.67% | Q1 2026 | May 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 3,172 | 253 | 0.0% | — | 279 | +3,172 | New | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 3,127 | 250 | 0.0% | 0.0% | 280 | -156 | -4.75% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 3,089 | 247 | 0.0% | 0.01% | 281 | +89 | 2.97% | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,042 | 243 | 0.0% | — | 282 | +3,042 | New | Q1 2026 | May 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 3,037 | 243 | 0.06% | — | 283 | +3,037 | New | Q1 2026 | Apr 08, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 3,015 | 241 | 0.02% | — | 284 | +3,015 | New | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | New | 3,000 | 240 | 0.01% | — | 285 | +3,000 | New | Q1 2026 | May 15, 2026 |
| Commonwealth Financial Services, LLC | History | New | 2,996 | 239 | 0.04% | — | 286 | +2,996 | New | Q1 2026 | May 07, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 2,830 | 226 | 0.01% | — | 287 | +2,830 | New | Q1 2026 | May 14, 2026 |
| Gordian Capital Singapore Pte Ltd | History | New | 2,800 | 224 | 0.37% | — | 288 | +2,800 | New | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 2,730 | 218 | 0.0% | — | 289 | +2,730 | New | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | New | 2,703 | 216 | 0.04% | — | 290 | +2,703 | New | Q1 2026 | May 07, 2026 |
| Utah Retirement Systems | History | New | 2,697 | 215 | 0.0% | — | 291 | +2,697 | New | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | New | 2,569 | 205 | 0.0% | — | 292 | +2,569 | New | Q1 2026 | May 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 2,510 | 200 | 0.03% | — | 293 | +2,510 | New | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,460 | 197 | 0.0% | 0.0% | 294 | -55 | -2.19% | Q1 2026 | May 06, 2026 |
| Sandia Investment Management LP | History | No change | 2,500 | 182 | 0.45% | 0.45% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RiverPark Advisors, LLC | History | Reduced | 2,122 | 169 | 0.06% | 0.06% | 296 | -717 | -25.26% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,975 | 158 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KBC Group NV | History | No change | 1,844 | 148 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,605 | 128 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STRS OHIO | History | Reduced | 1,216 | 97 | 0.0% | 0.0% | 300 | -2 | -0.16% | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,193 | 95 | 0.0% | 0.01% | 301 | -1,542 | -56.38% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,186 | 94 | 0.0% | 0.0% | 302 | -1,607 | -57.54% | Q1 2026 | May 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,084 | 86 | 0.0% | 0.02% | 303 | -200,652 | -99.46% | Q1 2026 | May 14, 2026 |
| Wilkerson Advisory Group LLC | History | New | 961 | 76 | 0.03% | — | 304 | +961 | New | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 903 | 72 | 0.0% | — | 305 | +903 | New | Q1 2026 | Apr 30, 2026 |
| Harvest Fund Management Co., Ltd | History | New | 850 | 68 | 0.0% | — | 306 | +850 | New | Q1 2026 | May 13, 2026 |
| Havemeyer Place LP | History | New | 782 | 62 | 0.01% | — | 307 | +782 | New | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Reduced | 711 | 56 | 0.01% | 0.02% | 308 | -992 | -58.25% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 694 | 55 | 0.0% | 0.0% | 309 | +251 | 56.66% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 659 | 54 | 0.0% | 0.0% | 310 | +129 | 24.34% | Q1 2026 | Apr 07, 2026 |
| Hilltop National Bank | History | Added to | 670 | 53 | 0.01% | 0.01% | 311 | +91 | 15.72% | Q1 2026 | Apr 02, 2026 |
| MAI Capital Management | History | Added to | 537 | 42 | 0.0% | — | 312 | +525 | 4375.0% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | New | 517 | 41 | 0.01% | — | 313 | +517 | New | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Added to | 506 | 40 | 0.0% | 0.0% | 314 | +388 | 328.81% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 483 | 38 | 0.0% | 0.0% | 317 | +110 | 29.49% | Q1 2026 | Apr 06, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 475 | 38 | 0.02% | 0.01% | 316 | -12 | -2.46% | Q1 2026 | May 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 482 | 38 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 500 | 37 | 0.0% | 0.0% | 318 | -937 | -65.21% | Q1 2026 | May 08, 2026 |
| Tredje AP-fonden | History | New | 445 | 35 | 0.0% | — | 319 | +445 | New | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 419 | 33 | 0.0% | 0.0% | 320 | +33 | 8.55% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 381 | 30 | 0.0% | 0.0% | 321 | +135 | 54.88% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 363 | 29 | 0.0% | 0.0% | 322 | -1 | -0.27% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 288 | 23 | 0.0% | 0.0% | 323 | +202 | 234.88% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 270 | 21 | 0.0% | 0.0% | 324 | +140 | 107.69% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 253 | 20 | 0.0% | 0.0% | 326 | -1,591 | -86.28% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 250 | 20 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 241 | 19 | 0.0% | 0.0% | 327 | -59 | -19.67% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 200 | 16 | 0.0% | 0.0% | 328 | -1,885 | -90.41% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 203 | 16 | 0.0% | 0.0% | 329 | +148 | 269.09% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 179 | 14 | 0.0% | 0.0% | 330 | +78 | 77.23% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 223 | 14 | 0.0% | 0.0% | 332 | +64 | 40.25% | Q1 2026 | May 06, 2026 |
| MCF Advisors LLC | History | Reduced | 180 | 14 | 0.0% | 0.0% | 331 | -58 | -24.37% | Q1 2026 | May 11, 2026 |
| TEMA ETFS LLC | History | New | 168 | 13 | 0.0% | — | 334 | +168 | New | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 174 | 13 | 0.0% | 0.0% | 333 | -92 | -34.59% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 105 | 8 | 0.0% | — | 336 | +105 | New | Q1 2026 | Apr 30, 2026 |
| Grove Bank & Trust | History | New | 100 | 8 | 0.0% | — | 337 | +100 | New | Q1 2026 | Apr 08, 2026 |
| Triumph Capital Management | History | New | 100 | 8 | 0.0% | — | 338 | +100 | New | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 112 | 8 | 0.0% | 0.0% | 335 | +85 | 314.81% | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 125 | 7 | 0.0% | 0.14% | 339 | -3,925 | -96.91% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 70 | 6 | 0.0% | 0.01% | 340 | -172 | -71.07% | Q1 2026 | May 05, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 63 | 5 | 0.0% | — | 342 | +63 | New | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 50 | 3 | 0.0% | — | 345 | +50 | New | Q1 2026 | May 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 45 | 3 | 0.0% | — | 346 | +45 | New | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | New | 45 | 3 | 0.0% | — | 347 | +45 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 38 | 3 | 0.0% | — | 344 | +38 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wall Street Financial Group, Inc. | History | New | 28 | 2 | 0.0% | — | 350 | +28 | New | Q1 2026 | May 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 26 | 2 | 0.0% | — | 349 | +26 | New | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 30 | 2 | 0.0% | 0.0% | 348 | +10 | 50.0% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 353 | -74 | -76.29% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 14 | 1 | 0.0% | — | 352 | +12 | 600.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 14 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 23 | 1 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WPG Advisers, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Closed out | 0 | 0 | — | 1.95% | — | -350,000 | -100.0% | Q1 2026 | May 06, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -201,022 | -100.0% | Q1 2026 | May 15, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Closed out | 0 | 0 | — | 0.3% | — | -75,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Roubaix Capital, LLC | History | Closed out | 0 | 0 | — | 1.91% | — | -61,118 | -100.0% | Q1 2026 | May 06, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| M & L Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.71% | — | -46,729 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -30,369 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,075 | -100.0% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,976 | -100.0% | Q1 2026 | May 14, 2026 |
| Lykos Global Management, LP | History | Closed out | 0 | 0 | — | 0.78% | — | -15,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -14,923 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.05% | — | -14,559 | -100.0% | Q1 2026 | May 05, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,429 | -100.0% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,429 | -100.0% | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,543 | -100.0% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -8,163 | -100.0% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,772 | -100.0% | Q1 2026 | May 13, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,251 | -100.0% | Q1 2026 | May 14, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,658 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,815 | -100.0% | Q1 2026 | May 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,602 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,340 | -100.0% | Q1 2026 | May 05, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -4,199 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,300 | -100.0% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,198 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,281 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,211 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 07, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -17 | -85.0% | Q1 2026 | Apr 22, 2026 |
| Cromwell Holdings LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 05, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 04, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 14, 2026 |
| SWAN Capital LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 06, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 29, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| Freestone Grove Partners LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Breakwater Investment Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Essential Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |