KRATOS DEFENSE & SECURITY SOLUTIONS, INC. - KTOS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 31,663,184 | 2,232,571 | 0.04% | 0.04% | 1 | +3,325,247 | 11.73% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 16,487,162 | 1,251,540 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 8,911,499 | 628,349 | 0.02% | 0.02% | 3 | +720,732 | 8.8% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 8,650,496 | 609,946 | 0.03% | — | 4 | +8,650,496 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 8,274,730 | 583,451 | 0.01% | — | 5 | +8,274,730 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,264,282 | 371,246 | 0.02% | 0.02% | 6 | +818,052 | 18.4% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 5,137,574 | 362,250 | 0.06% | 0.03% | 7 | +2,435,265 | 90.12% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,977,702 | 280,467 | 0.07% | 0.07% | 8 | -19,917 | -0.5% | Q1 2026 | May 13, 2026 |
| ARK Investment Management LLC | History | Added to | 3,491,194 | 246,164 | 1.91% | 1.74% | 9 | +37,071 | 1.07% | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 3,093,333 | 218,111 | 0.16% | 0.17% | 10 | +460,945 | 17.51% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 2,782,153 | 196,170 | 0.34% | 0.3% | 11 | +200,184 | 7.75% | Q1 2026 | May 15, 2026 |
| Hood River Capital Management LLC | History | Reduced | 2,714,571 | 191,404 | 1.92% | 2.28% | 12 | -30,901 | -1.13% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,701,765 | 190,501 | 0.14% | 0.16% | 13 | -150,244 | -5.27% | Q1 2026 | May 13, 2026 |
| Jericho Capital Asset Management L.P. | History | New | 2,649,578 | 186,821 | 2.76% | — | 14 | +2,649,578 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,421,568 | 183,821 | 0.06% | 0.07% | 15 | -445,932 | -15.55% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,595,000 | 182,973 | 0.03% | 0.01% | 16 | +2,216,438 | 585.49% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,594,732 | 182,908 | 0.04% | 0.05% | 17 | -231,733 | -8.2% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 2,512,602 | 177,163 | 0.01% | 0.02% | 18 | -798,493 | -24.12% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,422,695 | 170,824 | 0.23% | 0.19% | 19 | +741,020 | 44.06% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 2,193,499 | 154,663 | 0.16% | 0.1% | 20 | +819,440 | 59.64% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,179,227 | 153,657 | 0.02% | 0.01% | 21 | +853,500 | 64.38% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,134,555 | 150,508 | 0.02% | 0.01% | 22 | +1,421,935 | 199.54% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,126,234 | 149,920 | 0.02% | 0.02% | 23 | +165,103 | 8.42% | Q1 2026 | May 14, 2026 |
| Rovida Investment Management Ltd | History | No change | 1,773,655 | 125,024 | 15.68% | 18.32% | 24 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,586,861 | 111,889 | 0.02% | 0.02% | 25 | +89,132 | 5.95% | Q1 2026 | May 15, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 1,563,146 | 110,217 | 0.46% | 0.39% | 26 | +317,559 | 25.49% | Q1 2026 | May 11, 2026 |
| Clearbridge Investments, LLC | History | Added to | 1,539,388 | 108,542 | 0.09% | 0.09% | 27 | +81,304 | 5.58% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,515,997 | 106,892 | 0.02% | 0.02% | 28 | +164,607 | 12.18% | Q1 2026 | May 05, 2026 |
| NORGES BANK | History | No change | 1,380,669 | 104,806 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 1,461,958 | 103,082 | 0.01% | 0.01% | 30 | +8,121 | 0.56% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,461,355 | 103,040 | 0.01% | 0.01% | 31 | +62,486 | 4.47% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,292,413 | 91,128 | 0.01% | 0.01% | 32 | -17,888 | -1.37% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,282,442 | 90,424 | 0.02% | — | 33 | +1,282,442 | New | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,241,144 | 87,510 | 0.02% | 0.04% | 34 | -834,323 | -40.2% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 1,144,337 | 80,687 | 0.05% | 0.06% | 35 | -137,350 | -10.72% | Q1 2026 | Apr 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 1,144,337 | 80,664 | 1.14% | 1.12% | 36 | -137,350 | -10.72% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 1,123,595 | 79,224 | 0.01% | 0.02% | 37 | -187,488 | -14.3% | Q1 2026 | May 05, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Reduced | 1,071,908 | 75,580 | 4.06% | 5.47% | 38 | -562,585 | -34.42% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,056,872 | 74,520 | 0.04% | 0.03% | 39 | +342,789 | 48.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,044,978 | 73,681 | 0.01% | 0.0% | 40 | +626,912 | 149.96% | Q1 2026 | May 12, 2026 |
| Artisan Partners Limited Partnership | History | Added to | 978,051 | 68,962 | 0.11% | 0.08% | 41 | +273,340 | 38.79% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,019,437 | 66,548 | 0.0% | 0.01% | 42 | -45,892 | -4.31% | Q1 2026 | May 13, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 888,935 | 62,678 | 0.86% | 1.17% | 43 | -290,353 | -24.62% | Q1 2026 | Apr 28, 2026 |
| Nuveen, LLC | History | Added to | 880,572 | 62,089 | 0.02% | 0.02% | 44 | +7,576 | 0.87% | Q1 2026 | Apr 30, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 835,929 | 58,941 | 1.87% | 2.05% | 45 | -39,134 | -4.47% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 833,341 | 58,758 | 0.02% | 0.02% | 46 | +164,978 | 24.68% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 815,062 | 57,470 | 0.09% | 0.04% | 47 | +485,847 | 147.58% | Q1 2026 | May 15, 2026 |
| Zimmer Partners, LP | History | Added to | 783,148 | 55,219 | 1.33% | 0.18% | 48 | +693,148 | 770.16% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 771,540 | 54,402 | 0.04% | 0.0% | 49 | +749,292 | 3367.91% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 729,208 | 51,416 | 0.08% | 0.05% | 50 | +309,743 | 73.84% | Q1 2026 | May 11, 2026 |
| BAMCO INC /NY/ | History | Reduced | 715,395 | 50,442 | 0.15% | 0.25% | 51 | -494,378 | -40.87% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 673,828 | 47,511 | 0.02% | 0.01% | 52 | +180,200 | 36.51% | Q1 2026 | May 05, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 643,176 | 45,350 | 0.13% | 0.01% | 53 | +603,892 | 1537.25% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 634,226 | 44,719 | 0.05% | 0.05% | 54 | +41,315 | 6.97% | Q1 2026 | May 15, 2026 |
| Ghisallo Capital Management LLC | History | Added to | 600,000 | 42,306 | 1.17% | 0.68% | 55 | +400,000 | 200.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 570,631 | 40,233 | 0.04% | 0.03% | 56 | +142,000 | 33.13% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 575,823 | 38,983 | 0.07% | 0.06% | 57 | +92,102 | 19.04% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 530,185 | 37,383 | 0.03% | 0.03% | 58 | +49,736 | 10.35% | Q1 2026 | May 12, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 529,022 | 37,301 | 0.12% | 0.18% | 59 | -224,370 | -29.78% | Q1 2026 | May 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 510,656 | 36,006 | 1.75% | 1.93% | 60 | -11,568 | -2.22% | Q1 2026 | May 04, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 478,634 | 33,748 | 0.25% | 0.24% | 61 | +82,791 | 20.92% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 458,416 | 32,322 | 0.0% | 0.0% | 62 | -27,029 | -5.57% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 404,210 | 28,500 | 0.08% | 0.01% | 63 | +331,130 | 453.11% | Q1 2026 | May 15, 2026 |
| Nicholas Investment Partners, LP | History | Reduced | 390,924 | 27,564 | 1.99% | 2.17% | 64 | -1,108 | -0.28% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 382,466 | 26,967 | 0.04% | 0.05% | 65 | -196,720 | -33.96% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 370,979 | 26,157 | 0.02% | 0.02% | 66 | +31,543 | 9.29% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Added to | 366,154 | 25,817 | 0.16% | 0.17% | 67 | +232,807 | 174.59% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 354,669 | 25,007 | 0.03% | 0.03% | 68 | +51,877 | 17.13% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 351,973 | 24,817 | 0.02% | 0.02% | 69 | +50,738 | 16.84% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 341,123 | 24,052 | 0.01% | 0.01% | 70 | +87,645 | 34.58% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | Added to | 334,000 | 23,550 | 0.01% | 0.02% | 71 | +1,200 | 0.36% | Q1 2026 | May 07, 2026 |
| Vident Advisory, LLC | History | Added to | 332,896 | 23,472 | 0.2% | 0.22% | 72 | +11,180 | 3.48% | Q1 2026 | May 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 329,953 | 23,264 | 0.17% | 0.19% | 73 | -39,747 | -10.75% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 327,514 | 23,093 | 0.0% | 0.01% | 74 | -6,621 | -1.98% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 324,201 | 22,859 | 0.01% | 0.02% | 75 | -294,635 | -47.61% | Q1 2026 | May 15, 2026 |
| TimesSquare Capital Management, LLC | History | Added to | 318,392 | 22,449 | 0.38% | 0.33% | 76 | +31,861 | 11.12% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 316,760 | 22,334 | 0.01% | 0.01% | 77 | +23,552 | 8.03% | Q1 2026 | May 06, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 309,563 | 21,827 | 0.06% | 0.05% | 78 | +84,906 | 37.79% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 304,359 | 21,460 | 0.27% | 0.32% | 79 | -35,635 | -10.48% | Q1 2026 | Apr 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 296,732 | 20,922 | 0.04% | 0.04% | 80 | -16,824 | -5.37% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 290,936 | 20,513 | 0.27% | — | 81 | +290,936 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 290,421 | 20,477 | 0.01% | 0.01% | 82 | +16,698 | 6.1% | Q1 2026 | May 06, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 279,416 | 19,694 | 0.3% | 0.49% | 83 | -182,272 | -39.48% | Q1 2026 | Apr 08, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 267,563 | 18,865 | 0.02% | 0.02% | 84 | -14,999 | -5.31% | Q1 2026 | May 08, 2026 |
| Retirement Systems of Alabama | History | Added to | 266,513 | 18,791 | 0.06% | 0.05% | 85 | +63,877 | 31.52% | Q1 2026 | Apr 24, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 259,811 | 18,319 | 0.97% | 1.2% | 86 | -34,195 | -11.63% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 256,877 | 18,112 | 0.0% | 0.0% | 87 | -24,190 | -8.61% | Q1 2026 | May 08, 2026 |
| Laurion Capital Management LP | History | New | 225,000 | 15,864 | 0.69% | — | 88 | +225,000 | New | Q1 2026 | May 14, 2026 |
| Champlain Investment Partners, LLC | History | New | 220,402 | 15,540 | 0.2% | — | 89 | +220,402 | New | Q1 2026 | May 13, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 215,500 | 15,194 | 0.58% | 0.69% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 213,500 | 15,053 | 0.02% | 0.06% | 91 | -546,550 | -71.91% | Q1 2026 | May 15, 2026 |
| LBP AM SA | History | Added to | 207,815 | 14,653 | 0.2% | 0.18% | 92 | +7,260 | 3.62% | Q1 2026 | Apr 27, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 221,869 | 14,483 | 0.03% | 0.04% | 93 | -65,313 | -22.74% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | Reduced | 203,251 | 14,331 | 0.06% | 0.07% | 94 | -84,053 | -29.26% | Q1 2026 | May 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 200,017 | 14,103 | 0.17% | 0.22% | 95 | -69,776 | -25.86% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | New | 200,000 | 14,102 | 0.14% | — | 97 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Burkehill Global Management, LP | History | Reduced | 200,000 | 14,102 | 0.7% | 1.75% | 96 | -150,000 | -42.86% | Q1 2026 | May 15, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 199,951 | 14,098 | 1.07% | 1.28% | 98 | -43,605 | -17.9% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 199,459 | 14,063 | 0.18% | 0.22% | 99 | -24,006 | -10.74% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 197,372 | 13,916 | 0.0% | 0.0% | 100 | -83,258 | -29.67% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 196,065 | 13,824 | 0.01% | 0.01% | 101 | +36,130 | 22.59% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 189,633 | 13,372 | 0.0% | 0.0% | 102 | -178,312 | -48.46% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 186,112 | 13,122 | 0.07% | 0.06% | 103 | +14,576 | 8.5% | Q1 2026 | May 14, 2026 |
| S SQUARED TECHNOLOGY, LLC | History | Reduced | 174,475 | 12,302 | 4.66% | 5.42% | 104 | -10,000 | -5.42% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 164,419 | 11,593 | 0.0% | 0.01% | 105 | -231,710 | -58.49% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 163,443 | 11,524 | 0.0% | 0.0% | 106 | +89,917 | 122.29% | Q1 2026 | May 04, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 159,039 | 11,213 | 0.42% | 0.39% | 107 | -7,029 | -4.23% | Q1 2026 | Apr 23, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 158,844 | 11,200 | 1.77% | 2.2% | 108 | -31,350 | -16.48% | Q1 2026 | May 11, 2026 |
| Clear Street Group Inc. | History | Added to | 158,809 | 11,197 | 0.05% | 0.03% | 109 | +58,212 | 57.87% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 158,351 | 11,165 | 0.02% | 0.02% | 110 | +5,258 | 3.43% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 155,598 | 10,971 | 0.02% | 0.03% | 111 | -56,218 | -26.54% | Q1 2026 | May 13, 2026 |
| Zweig-DiMenna Associates LLC | History | Reduced | 155,026 | 10,930 | 1.51% | 0.98% | 112 | -53,974 | -25.82% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 151,694 | 10,696 | 0.02% | 0.02% | 113 | +8,163 | 5.69% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 151,227 | 10,663 | 0.0% | 0.01% | 114 | -39,651 | -20.77% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 148,345 | 10,459 | 0.02% | 0.02% | 115 | +10,353 | 7.5% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 148,260 | 10,453 | 0.01% | 0.01% | 116 | +40,811 | 37.98% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 145,729 | 10,275 | 0.01% | 0.01% | 117 | -21,706 | -12.96% | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 144,385 | 10,181 | 0.71% | 0.74% | 118 | -3,902 | -2.63% | Q1 2026 | Apr 28, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 140,442 | 9,902 | 1.75% | 1.6% | 119 | +24,372 | 21.0% | Q1 2026 | Apr 20, 2026 |
| Jump Financial, LLC | History | Added to | 136,214 | 9,604 | 0.13% | 0.02% | 120 | +110,519 | 430.12% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 131,090 | 9,243 | 0.01% | — | 121 | +131,090 | New | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 128,221 | 9,040 | 0.07% | 0.09% | 122 | -11,347 | -8.13% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 121,280 | 8,551 | 0.02% | 0.02% | 123 | +5,955 | 5.16% | Q1 2026 | Apr 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 121,132 | 8,541 | 0.02% | 0.02% | 124 | +9,638 | 8.64% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 119,501 | 8,426 | 1.54% | 2.06% | 125 | -24,090 | -16.78% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 117,757 | 8,303 | 0.1% | 0.15% | 126 | -52,413 | -30.8% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Reduced | 120,774 | 8,252 | 0.01% | 0.01% | 127 | -8,635 | -6.67% | Q1 2026 | May 13, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 116,793 | 8,235 | 0.04% | 0.07% | 128 | -118,492 | -50.36% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 114,276 | 8,065 | 0.01% | 0.01% | 129 | -10,143 | -8.15% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 113,830 | 8,031 | 0.01% | 0.01% | 130 | +17,677 | 18.38% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Added to | 113,145 | 7,977 | 0.02% | 0.02% | 131 | +28,621 | 33.86% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 110,469 | 7,789 | 0.01% | 0.01% | 132 | +44,827 | 68.29% | Q1 2026 | May 15, 2026 |
| Canal Insurance CO | History | No change | 110,000 | 7,756 | 1.67% | 2.02% | 133 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 109,634 | 7,730 | 0.26% | 0.34% | 134 | -43,270 | -28.3% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Reduced | 109,000 | 7,685 | 0.04% | 0.06% | 135 | -9,000 | -7.63% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 108,541 | 7,653 | 0.04% | 0.04% | 136 | +11,961 | 12.38% | Q1 2026 | Apr 30, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 105,348 | 7,428 | 2.57% | 2.78% | 137 | +835 | 0.8% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Reduced | 104,195 | 7,346 | 0.67% | 0.69% | 138 | -1,622 | -1.53% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 102,773 | 7,246 | 0.04% | 0.15% | 139 | -245,871 | -70.52% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 102,112 | 7,199 | 0.0% | 0.01% | 140 | -49,740 | -32.76% | Q1 2026 | May 15, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Reduced | 100,000 | 7,051 | 0.47% | 1.45% | 141 | -150,000 | -60.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 95,210 | 6,846 | 0.0% | 0.0% | 142 | +44,831 | 88.99% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 96,131 | 6,778 | 0.0% | 0.02% | 143 | -505,543 | -84.02% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 95,802 | 6,754 | 0.05% | 0.09% | 144 | -80,017 | -45.51% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 100,181 | 6,702 | 0.0% | 0.0% | 145 | +3,332 | 3.44% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 92,362 | 6,512 | 0.01% | 0.01% | 146 | +876 | 0.96% | Q1 2026 | Apr 16, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 91,643 | 6,461 | 0.07% | 0.06% | 147 | +21,375 | 30.42% | Q1 2026 | May 07, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 89,973 | 6,343 | 0.33% | 0.55% | 148 | -34,567 | -27.76% | Q1 2026 | Apr 16, 2026 |
| Spear Advisors LLC | History | New | 89,439 | 6,306 | 4.7% | — | 149 | +89,439 | New | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 84,332 | 5,946 | 0.19% | 0.24% | 150 | -6,660 | -7.32% | Q1 2026 | May 06, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 83,208 | 5,866 | 0.03% | 0.07% | 151 | -143,259 | -63.26% | Q1 2026 | May 07, 2026 |
| Vanguard Global Advisers, LLC | History | New | 80,283 | 5,660 | 0.0% | — | 152 | +80,283 | New | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 80,247 | 5,658 | 0.01% | 0.01% | 153 | -10,550 | -11.62% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Added to | 79,253 | 5,588 | 0.04% | 0.04% | 154 | +8,220 | 11.57% | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 78,216 | 5,515 | 0.02% | 0.02% | 155 | +6,808 | 9.53% | Q1 2026 | May 15, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 77,948 | 5,496 | 2.51% | 2.6% | 156 | +3,548 | 4.77% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 76,158 | 5,369 | 0.0% | 0.0% | 157 | +2,700 | 3.68% | Q1 2026 | May 18, 2026 |
| Bridgewater Associates, LP | History | Reduced | 74,867 | 5,278 | 0.02% | 0.03% | 158 | -29,651 | -28.37% | Q1 2026 | May 15, 2026 |
| Lisanti Capital Growth, LLC | History | Added to | 74,235 | 5,234 | 1.32% | 1.12% | 159 | +11,935 | 19.16% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 73,862 | 5,208 | 0.0% | 0.0% | 160 | +50,862 | 221.14% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 73,863 | 5,208 | 0.09% | 0.07% | 161 | +21,298 | 40.52% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 71,298 | 5,027 | 0.1% | — | 162 | +71,298 | New | Q1 2026 | May 15, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 70,598 | 4,977 | 1.25% | 1.38% | 163 | -100 | -0.14% | Q1 2026 | May 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 69,852 | 4,925 | 0.17% | 0.16% | 164 | +6,950 | 11.05% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 69,373 | 4,892 | 0.01% | 0.01% | 165 | +3,546 | 5.39% | Q1 2026 | Apr 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 69,165 | 4,876 | 0.01% | 0.01% | 166 | +11,661 | 20.28% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 67,954 | 4,791 | 1.77% | 1.95% | 167 | +2,020 | 3.06% | Q1 2026 | Apr 15, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 67,697 | 4,773 | 1.05% | 0.75% | 168 | +26,465 | 64.19% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 66,900 | 4,717 | 0.0% | — | 169 | +66,900 | New | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | New | 66,211 | 4,668 | 0.13% | — | 170 | +66,211 | New | Q1 2026 | May 15, 2026 |
| Rockline Wealth Management, LLC | History | Reduced | 65,480 | 4,617 | 1.0% | 1.03% | 171 | -1,325 | -1.98% | Q1 2026 | Apr 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 63,936 | 4,508 | 0.09% | — | 172 | +63,936 | New | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 63,373 | 4,468 | 0.01% | 0.0% | 173 | +38,440 | 154.17% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Added to | 61,179 | 4,313 | 0.09% | 0.04% | 174 | +2,764 | 4.73% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 59,566 | 4,177 | 0.02% | 0.02% | 175 | +1,203 | 2.06% | Q1 2026 | May 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 59,141 | 4,170 | 0.02% | 0.02% | 176 | -49 | -0.08% | Q1 2026 | May 05, 2026 |
| Freestone Grove Partners LP | History | Added to | 59,140 | 4,169 | 0.03% | 0.0% | 177 | +51,653 | 689.9% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 57,112 | 4,027 | 0.03% | 0.03% | 178 | +5,000 | 9.59% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 56,888 | 4,011 | 0.0% | 0.01% | 179 | -214,214 | -79.02% | Q1 2026 | May 15, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 55,787 | 3,933 | 0.68% | 0.74% | 180 | -1,667 | -2.9% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 55,071 | 3,882 | 0.01% | 0.0% | 181 | -1,538,478 | -96.54% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | New | 53,725 | 3,792 | 0.17% | — | 182 | +53,725 | New | Q1 2026 | May 08, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 53,500 | 3,772 | 0.07% | 0.06% | 183 | +6,800 | 14.56% | Q1 2026 | Apr 20, 2026 |
| EFG International AG | History | Reduced | 53,171 | 3,748 | 0.08% | 0.1% | 184 | -14,892 | -21.88% | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | New | 51,568 | 3,636 | 0.45% | — | 185 | +51,568 | New | Q1 2026 | May 06, 2026 |
| Future Fund LLC | History | Added to | 51,136 | 3,605 | 1.27% | 0.43% | 186 | +33,051 | 182.75% | Q1 2026 | May 06, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 50,541 | 3,563 | 0.34% | 0.03% | 187 | +46,569 | 1172.43% | Q1 2026 | Apr 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 50,380 | 3,552 | 0.03% | 0.04% | 188 | -14,099 | -21.87% | Q1 2026 | May 08, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 49,573 | 3,495 | 0.01% | 0.01% | 189 | +7,921 | 19.02% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 49,310 | 3,476 | 0.03% | 0.03% | 190 | +4,396 | 9.79% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 48,956 | 3,451 | 0.11% | 0.1% | 191 | +4,238 | 9.48% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 47,566 | 3,320 | 0.0% | 0.0% | 192 | +31,031 | 187.67% | Q1 2026 | Apr 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 46,429 | 3,273 | 0.04% | 0.06% | 193 | +1,207 | 2.67% | Q1 2026 | Apr 24, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 46,400 | 3,271 | 0.01% | 0.07% | 194 | -267,300 | -85.21% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 46,377 | 3,270 | 0.02% | 0.02% | 195 | -1,342 | -2.81% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 43,070 | 3,269 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 46,256 | 3,261 | 0.02% | 0.02% | 197 | +4,005 | 9.48% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,814 | 3,230 | 0.04% | 0.04% | 198 | +11,775 | 34.59% | Q1 2026 | Apr 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 45,437 | 3,203 | 0.05% | 0.07% | 199 | +600 | 1.34% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 44,568 | 3,142 | 0.01% | 0.0% | 200 | +43,232 | 3235.93% | Q1 2026 | May 01, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 44,400 | 3,130 | 0.02% | 0.01% | 201 | +4,500 | 11.28% | Q1 2026 | May 04, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 44,030 | 3,104 | 1.4% | 1.67% | 202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 43,241 | 3,048 | 0.0% | 0.0% | 203 | +23,108 | 114.78% | Q1 2026 | May 08, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 42,746 | 3,014 | 0.0% | 0.0% | 204 | +19,726 | 85.69% | Q1 2026 | May 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 42,514 | 2,997 | 0.01% | — | 205 | +42,514 | New | Q1 2026 | May 08, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 41,946 | 2,957 | 0.14% | 0.14% | 206 | -1,065 | -2.48% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 41,595 | 2,933 | 0.01% | 0.01% | 207 | +596 | 1.45% | Q1 2026 | May 01, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 41,475 | 2,924 | 0.53% | 1.17% | 208 | -40,855 | -49.62% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 41,359 | 2,916 | 0.04% | 0.03% | 209 | +3,583 | 9.48% | Q1 2026 | May 08, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 40,819 | 2,878 | 0.84% | 1.38% | 210 | -22,285 | -35.31% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,220 | 2,835 | 0.01% | 0.01% | 211 | +6,763 | 20.21% | Q1 2026 | Apr 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 39,622 | 2,793 | 0.01% | 0.0% | 212 | +3,854 | 10.77% | Q1 2026 | May 08, 2026 |
| Truvestments Capital LLC | History | Added to | 39,613 | 2,793 | 0.5% | 0.54% | 213 | +421 | 1.07% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,163 | 2,761 | 0.0% | 0.0% | 214 | +12,323 | 45.91% | Q1 2026 | May 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 38,981 | 2,748 | 0.0% | 0.01% | 215 | -11,160 | -22.26% | Q1 2026 | Apr 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 38,460 | 2,711 | 0.0% | 0.0% | 216 | +16,430 | 74.58% | Q1 2026 | May 13, 2026 |
| Alphadyne Asset Management LP | History | Reduced | 38,039 | 2,682 | 0.05% | 0.15% | 217 | -46,361 | -54.93% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 37,871 | 2,670 | 0.04% | 0.03% | 218 | +4,371 | 13.05% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 37,775 | 2,663 | 0.02% | 0.02% | 219 | +492 | 1.32% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 37,477 | 2,642 | 0.03% | 0.04% | 220 | +1,745 | 4.88% | Q1 2026 | May 15, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 37,369 | 2,634 | 0.11% | 0.19% | 221 | -22,869 | -37.96% | Q1 2026 | Apr 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 37,300 | 2,630 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 35,057 | 2,471 | 0.49% | 0.72% | 223 | -5,314 | -13.16% | Q1 2026 | Apr 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 34,942 | 2,464 | 0.02% | 0.01% | 224 | +12,212 | 53.73% | Q1 2026 | May 05, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 34,430 | 2,428 | 0.04% | 0.03% | 225 | +4,990 | 16.95% | Q1 2026 | May 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 34,400 | 2,426 | 0.07% | 0.08% | 226 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 33,864 | 2,387 | 0.48% | 0.37% | 227 | +9,354 | 38.16% | Q1 2026 | Apr 28, 2026 |
| ProShare Advisors LLC | History | Reduced | 33,852 | 2,386 | 0.0% | 0.01% | 228 | -3,622 | -9.67% | Q1 2026 | Apr 24, 2026 |
| FIL Ltd | History | Reduced | 33,448 | 2,358 | 0.0% | 0.0% | 229 | -21,944 | -39.62% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 32,228 | 2,272 | 0.01% | 0.02% | 230 | -13,166 | -29.0% | Q1 2026 | May 05, 2026 |
| Tribune Investment Group LP | History | New | 31,920 | 2,250 | 0.86% | — | 231 | +31,920 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,338 | 2,243 | 0.0% | 0.0% | 232 | +7,711 | 30.09% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,856 | 2,175 | 0.0% | 0.0% | 233 | +3,966 | 14.75% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 30,063 | 2,119 | 0.0% | 0.0% | 234 | +13,634 | 82.99% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 29,947 | 2,111 | 0.01% | 0.01% | 236 | -4,996 | -14.3% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 29,952 | 2,111 | 0.0% | 0.0% | 235 | -3,081 | -9.33% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 29,400 | 2,072 | 0.04% | 0.05% | 237 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 29,347 | 2,069 | 0.0% | 0.0% | 238 | +14,569 | 98.59% | Q1 2026 | May 14, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 29,265 | 2,063 | 0.01% | 0.01% | 239 | +9,568 | 48.58% | Q1 2026 | May 14, 2026 |
| MRA Advisory Group | History | Reduced | 28,888 | 2,036 | 0.83% | 0.92% | 240 | -88 | -0.3% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 28,609 | 2,017 | 0.0% | 0.0% | 241 | +677 | 2.42% | Q1 2026 | May 06, 2026 |
| Global Financial Private Client, LLC | History | Added to | 28,575 | 2,014 | 0.66% | 0.73% | 242 | +1,229 | 4.49% | Q1 2026 | Apr 20, 2026 |
| Defiance ETFs, LLC | History | Added to | 28,032 | 1,976 | 0.03% | 0.04% | 243 | +12,846 | 84.59% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 27,737 | 1,955 | 0.02% | 0.01% | 244 | +12,551 | 82.65% | Q1 2026 | May 11, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Added to | 27,550 | 1,942 | 0.82% | 0.75% | 245 | +4,300 | 18.49% | Q1 2026 | May 01, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 27,554 | 1,942 | 0.0% | 0.0% | 246 | +818 | 3.06% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 27,481 | 1,938 | 0.0% | 0.0% | 247 | +9,920 | 56.49% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,473 | 1,937 | 0.03% | 0.01% | 248 | +19,018 | 224.93% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,096 | 1,910 | 0.01% | 0.01% | 249 | +8,787 | 47.99% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 27,056 | 1,907 | 0.02% | 0.01% | 250 | +7,881 | 41.1% | Q1 2026 | May 14, 2026 |
| Freemont Management S.A. | History | Reduced | 26,900 | 1,896 | 0.29% | 0.39% | 251 | -2,800 | -9.43% | Q1 2026 | May 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 26,749 | 1,886 | 0.0% | 0.01% | 252 | -13,035 | -32.76% | Q1 2026 | May 11, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 26,697 | 1,882 | 0.1% | 0.13% | 253 | -5,349 | -16.69% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 26,100 | 1,840 | 0.01% | 0.01% | 254 | -2,000 | -7.12% | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,980 | 1,831 | 0.02% | 0.03% | 255 | -3,058 | -10.53% | Q1 2026 | Apr 20, 2026 |
| XPONANCE LLC | History | Added to | 25,681 | 1,810 | 0.01% | 0.01% | 256 | +5,545 | 27.54% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | New | 25,621 | 1,806 | 0.05% | — | 257 | +25,621 | New | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 25,221 | 1,778 | 0.0% | 0.0% | 258 | +17,811 | 240.36% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 24,840 | 1,751 | 0.0% | 0.0% | 259 | -11,217 | -31.11% | Q1 2026 | May 13, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 24,285 | 1,712 | 0.18% | 0.03% | 260 | +20,872 | 611.54% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 24,241 | 1,709 | 0.1% | 0.13% | 261 | -1,681 | -6.48% | Q1 2026 | Apr 29, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 23,988 | 1,691 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Perbak Capital Partners LLP | History | New | 23,482 | 1,655 | 0.41% | — | 263 | +23,482 | New | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 23,206 | 1,636 | 0.01% | 0.0% | 264 | +13,183 | 131.53% | Q1 2026 | May 08, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 22,980 | 1,620 | 0.01% | 0.01% | 265 | -3,030 | -11.65% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 22,874 | 1,612 | 0.01% | 0.0% | 266 | +15,039 | 191.95% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | New | 22,518 | 1,587 | 0.01% | — | 267 | +22,518 | New | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 22,208 | 1,565 | 0.37% | 0.39% | 268 | +3,462 | 18.47% | Q1 2026 | May 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 22,045 | 1,554 | 0.01% | — | 269 | +22,045 | New | Q1 2026 | May 14, 2026 |
| HERBST GROUP, LLC | History | Added to | 21,900 | 1,544 | 0.95% | 0.27% | 270 | +15,800 | 259.02% | Q1 2026 | Apr 09, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 21,854 | 1,540 | 0.01% | — | 271 | +21,854 | New | Q1 2026 | Apr 14, 2026 |
| L & S Advisors Inc | History | Reduced | 21,395 | 1,508 | 0.19% | 0.22% | 272 | -10,341 | -32.58% | Q1 2026 | May 11, 2026 |
| GABELLI FUNDS LLC | History | Added to | 21,371 | 1,506 | 0.01% | 0.01% | 273 | +1,215 | 6.03% | Q1 2026 | May 14, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | Reduced | 21,213 | 1,495 | 0.62% | 1.1% | 274 | -17,195 | -44.77% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 20,664 | 1,457 | 0.0% | 0.0% | 275 | +8,036 | 63.64% | Q1 2026 | May 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 20,493 | 1,444 | 0.0% | — | 276 | +20,493 | New | Q1 2026 | May 15, 2026 |
| Informed Momentum Co LLC | History | Reduced | 20,383 | 1,437 | 0.17% | 0.36% | 277 | -21,719 | -51.59% | Q1 2026 | May 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 20,281 | 1,430 | 0.1% | 0.11% | 278 | +126 | 0.63% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,212 | 1,425 | 0.0% | 0.0% | 279 | +9,238 | 84.18% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 20,103 | 1,417 | 0.01% | 0.01% | 280 | +326 | 1.65% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 20,055 | 1,414 | 0.0% | 0.0% | 281 | +12,980 | 183.46% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | New | 19,800 | 1,396 | 0.05% | — | 282 | +19,800 | New | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 19,261 | 1,357 | 0.01% | 0.01% | 283 | +2,360 | 13.96% | Q1 2026 | Apr 20, 2026 |
| Erste Asset Management GmbH | History | Added to | 20,321 | 1,326 | 0.01% | 0.01% | 284 | +2,000 | 10.92% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 17,724 | 1,323 | 0.08% | 0.09% | 285 | -1,418 | -7.41% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 18,760 | 1,322 | 0.04% | 0.04% | 286 | -13,781 | -42.35% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 18,415 | 1,298 | 0.01% | 0.01% | 287 | -1,891 | -9.31% | Q1 2026 | May 13, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 18,165 | 1,280 | 0.92% | 1.15% | 288 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Balboa Wealth Partners | History | Added to | 17,934 | 1,264 | 0.21% | 0.14% | 289 | +6,802 | 61.1% | Q1 2026 | Apr 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,729 | 1,250 | 0.03% | 0.01% | 290 | +11,046 | 165.29% | Q1 2026 | May 15, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 17,651 | 1,244 | 0.77% | 0.93% | 291 | -3,267 | -15.62% | Q1 2026 | May 13, 2026 |
| Harold Davidson & Associates Inc. | History | Reduced | 17,415 | 1,227 | 0.6% | 0.61% | 292 | -766 | -4.21% | Q1 2026 | Apr 30, 2026 |
| Bannerstone Capital Management, LLC | History | New | 17,284 | 1,218 | 1.13% | — | 293 | +17,284 | New | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 17,167 | 1,209 | 0.0% | 0.0% | 294 | +7,815 | 83.57% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 15,844 | 1,202 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Heritage Trust Co | History | No change | 16,990 | 1,197 | 0.12% | 0.13% | 296 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 16,838 | 1,187 | 0.0% | 0.0% | 297 | -6,933 | -29.17% | Q1 2026 | May 14, 2026 |
| BancFirst Trust & Investment Management | History | No change | 17,961 | 1,172 | 0.52% | 0.56% | 298 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 16,471 | 1,161 | 0.49% | 1.63% | 299 | -30,000 | -64.56% | Q1 2026 | Apr 20, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 16,260 | 1,146 | 0.08% | 0.13% | 300 | -8,266 | -33.7% | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | New | 16,146 | 1,138 | 0.07% | — | 301 | +16,146 | New | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 19,125 | 1,134 | 0.6% | 0.69% | 302 | +125 | 0.66% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 15,969 | 1,125 | 0.0% | 0.0% | 303 | +821 | 5.42% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 15,873 | 1,119 | 0.03% | 0.05% | 304 | -5,835 | -26.88% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 15,634 | 1,102 | 0.08% | 0.16% | 305 | +2,546 | 19.45% | Q1 2026 | Apr 28, 2026 |
| DnB Asset Management AS | History | New | 15,584 | 1,098 | 0.0% | — | 306 | +15,584 | New | Q1 2026 | May 14, 2026 |
| Kaizen Financial Strategies | History | Reduced | 14,400 | 1,071 | 0.45% | 0.51% | 307 | -700 | -4.64% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,143 | 1,067 | 0.0% | 0.0% | 308 | -458 | -2.94% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 15,131 | 1,066 | 0.04% | 0.03% | 309 | +2,787 | 22.58% | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 15,041 | 1,060 | 0.02% | 0.03% | 310 | -531 | -3.41% | Q1 2026 | May 14, 2026 |
| Eos Management, L.P. | History | No change | 15,021 | 1,059 | 0.45% | 0.45% | 311 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | New | 14,755 | 1,040 | 0.02% | — | 312 | +14,755 | New | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 14,500 | 1,022 | 0.09% | 0.07% | 313 | -340 | -2.29% | Q1 2026 | May 14, 2026 |
| Cinctive Capital Management LP | History | Reduced | 14,328 | 1,010 | 0.07% | 0.07% | 314 | -2,910 | -16.88% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,181 | 999 | 0.0% | 0.0% | 315 | -2,046 | -12.61% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,035 | 989 | 0.0% | 0.0% | 316 | +570 | 4.23% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,942 | 983 | 0.0% | — | 317 | +13,942 | New | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,869 | 978 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Werlinich Asset Management, LLC | History | Added to | 13,613 | 959 | 0.47% | 0.23% | 320 | +7,518 | 123.35% | Q1 2026 | Apr 08, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 13,608 | 959 | 0.04% | 0.04% | 319 | +1,304 | 10.6% | Q1 2026 | May 01, 2026 |
| JT Stratford LLC | History | Reduced | 13,351 | 941 | 0.12% | 0.19% | 321 | -6,242 | -31.86% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 13,250 | 934 | 0.03% | 0.03% | 322 | +250 | 1.92% | Q1 2026 | Apr 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 13,194 | 930 | 0.02% | 0.02% | 323 | -950 | -6.72% | Q1 2026 | May 15, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | No change | 13,170 | 928 | 0.36% | 0.37% | 324 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 12,660 | 892 | 0.1% | 0.11% | 325 | -100 | -0.78% | Q1 2026 | Apr 16, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 12,450 | 877 | 0.0% | 0.0% | 326 | +7,452 | 149.1% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 12,340 | 870 | 0.04% | 0.04% | 327 | +761 | 6.57% | Q1 2026 | Apr 30, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 12,228 | 862 | 0.01% | 0.02% | 328 | +122 | 1.01% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Reduced | 12,200 | 860 | 0.0% | 0.01% | 329 | -27,381 | -69.18% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 11,037 | 837 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 11,849 | 835 | 0.05% | 0.04% | 331 | +5,372 | 82.94% | Q1 2026 | May 08, 2026 |
| Marex Group plc | History | New | 11,750 | 828 | 0.01% | — | 332 | +11,750 | New | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 11,695 | 824 | 0.01% | — | 333 | +11,695 | New | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 11,618 | 819 | 0.01% | 0.02% | 334 | -16 | -0.14% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,566 | 815 | 0.02% | 0.01% | 335 | +8,882 | 330.92% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,401 | 803 | 0.0% | 0.0% | 336 | +7,761 | 213.21% | Q1 2026 | May 04, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 11,364 | 801 | 0.0% | 0.0% | 337 | -9,413 | -45.3% | Q1 2026 | May 08, 2026 |
| Chicago Capital, LLC | History | No change | 11,172 | 787 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,030 | 777 | 0.01% | 0.01% | 339 | +1,115 | 11.25% | Q1 2026 | May 01, 2026 |
| ION Fund Management Ltd | History | No change | 11,015 | 776 | 0.11% | 0.1% | 340 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 10,954 | 772 | 0.0% | 0.0% | 341 | +1,849 | 20.31% | Q1 2026 | May 12, 2026 |
| MRP Capital Investments, LLC | History | Added to | 10,950 | 772 | 0.67% | 0.66% | 342 | +565 | 5.44% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 10,630 | 749 | 0.0% | 0.0% | 343 | +2,671 | 33.56% | Q1 2026 | May 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | Added to | 10,498 | 740 | 0.13% | 0.07% | 345 | +6,498 | 162.45% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,499 | 740 | 0.03% | 0.03% | 344 | +364 | 3.59% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,421 | 734 | 0.01% | 0.0% | 346 | +7,022 | 206.59% | Q1 2026 | Apr 22, 2026 |
| Americana Partners, LLC | History | Reduced | 10,419 | 734 | 0.02% | 0.02% | 347 | -788 | -7.03% | Q1 2026 | May 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 10,374 | 731 | 0.16% | 0.18% | 348 | +4 | 0.04% | Q1 2026 | May 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 10,346 | 729 | 0.03% | 0.04% | 349 | -2,313 | -18.27% | Q1 2026 | Apr 29, 2026 |
| Verition Fund Management LLC | History | Reduced | 10,265 | 723 | 0.0% | 0.01% | 350 | -35,030 | -77.34% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 10,221 | 720 | 0.0% | 0.01% | 351 | -11,877 | -53.75% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,172 | 717 | 0.02% | 0.02% | 352 | +1,140 | 12.62% | Q1 2026 | Apr 21, 2026 |
| Veracity Capital LLC | History | Reduced | 10,110 | 712 | 0.25% | 0.31% | 353 | -3,649 | -26.52% | Q1 2026 | Apr 09, 2026 |
| Arosa Capital Management LP | History | New | 10,000 | 705 | 0.11% | — | 355 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Covalis Capital LLP | History | New | 10,000 | 705 | 0.04% | — | 356 | +10,000 | New | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 10,000 | 705 | 0.01% | 0.01% | 354 | -245 | -2.39% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 9,993 | 704 | 0.0% | 0.0% | 357 | +4,489 | 81.56% | Q1 2026 | May 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 9,936 | 700 | 0.21% | 0.21% | 358 | +250 | 2.58% | Q1 2026 | Apr 17, 2026 |
| Fortis Capital Advisors, LLC | History | New | 9,885 | 696 | 0.09% | — | 360 | +9,885 | New | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | Added to | 9,877 | 696 | 0.02% | 0.01% | 359 | +5,993 | 154.3% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,854 | 694 | 0.01% | 0.01% | 361 | -926 | -8.59% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 9,790 | 690 | 0.01% | 0.01% | 362 | -4,495 | -31.47% | Q1 2026 | May 13, 2026 |
| Nikulski Financial, Inc. | History | Added to | 9,687 | 683 | 0.17% | 0.09% | 363 | +4,584 | 89.83% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,580 | 675 | 0.01% | 0.01% | 364 | +23 | 0.24% | Q1 2026 | Apr 28, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 9,516 | 670 | 0.01% | 0.02% | 365 | -1,529 | -13.84% | Q1 2026 | Apr 30, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 9,476 | 668 | 0.0% | — | 366 | +9,476 | New | Q1 2026 | May 06, 2026 |
| DANSKE BANK A/S | History | Added to | 9,392 | 662 | 0.0% | 0.0% | 367 | +4,814 | 105.16% | Q1 2026 | May 12, 2026 |
| ALLIANZ SE | History | Added to | 9,391 | 662 | 0.01% | 0.01% | 368 | +816 | 9.52% | Q1 2026 | May 11, 2026 |
| PEAK6 LLC | History | Reduced | 9,331 | 657 | 0.0% | 0.02% | 370 | -140,061 | -93.75% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 9,318 | 657 | 0.0% | 0.0% | 369 | +874 | 10.35% | Q1 2026 | Apr 30, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 9,301 | 655 | 0.01% | — | 371 | +9,301 | New | Q1 2026 | Apr 13, 2026 |
| Williamson Legacy Group, LLC | History | Reduced | 9,216 | 649 | 0.49% | 0.7% | 372 | -2,514 | -21.43% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | New | 8,968 | 632 | 0.01% | — | 373 | +8,968 | New | Q1 2026 | May 05, 2026 |
| Sage Investment Advisers LLC | History | Reduced | 9,325 | 631 | 0.47% | 0.8% | 374 | -4,687 | -33.45% | Q1 2026 | Apr 10, 2026 |
| HUB Investment Partners, LLC | History | New | 8,810 | 621 | 0.01% | — | 375 | +8,810 | New | Q1 2026 | May 15, 2026 |
| United Capital Management of KS, Inc. | History | New | 8,725 | 615 | 0.09% | — | 376 | +8,725 | New | Q1 2026 | May 11, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 8,652 | 610 | 0.06% | 0.08% | 377 | +170 | 2.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 8,640 | 609 | 0.0% | — | 378 | +8,640 | New | Q1 2026 | Apr 29, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 8,582 | 605 | 0.11% | 0.14% | 379 | -10,337 | -54.64% | Q1 2026 | Apr 21, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 8,500 | 599 | 0.01% | — | 380 | +8,500 | New | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Added to | 8,442 | 595 | 0.02% | 0.01% | 381 | +1,380 | 19.54% | Q1 2026 | May 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 8,297 | 585 | 0.01% | — | 382 | +8,297 | New | Q1 2026 | May 13, 2026 |
| Red Mountain Financial, LLC | History | No change | 8,280 | 583 | 0.55% | 0.62% | 383 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INCEPTIONR LLC | History | New | 8,193 | 577 | 0.14% | — | 385 | +8,193 | New | Q1 2026 | May 14, 2026 |
| Themes Management Co LLC | History | Added to | 8,184 | 577 | 0.36% | 0.28% | 384 | +3,317 | 68.15% | Q1 2026 | May 15, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 8,000 | 564 | 0.56% | 0.57% | 386 | +500 | 6.67% | Q1 2026 | May 07, 2026 |
| GMT CAPITAL CORP | History | New | 7,948 | 560 | 0.03% | — | 387 | +7,948 | New | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 7,928 | 559 | 0.01% | 0.01% | 388 | +354 | 4.67% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 7,888 | 556 | 0.02% | 0.01% | 389 | +627 | 8.64% | Q1 2026 | Apr 27, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 7,852 | 553 | 0.02% | 0.02% | 390 | +842 | 12.01% | Q1 2026 | Apr 24, 2026 |
| Ethic Inc. | History | Reduced | 7,852 | 553 | 0.01% | 0.01% | 391 | -265 | -3.26% | Q1 2026 | Apr 27, 2026 |
| Havemeyer Place LP | History | Added to | 7,835 | 552 | 0.06% | 0.08% | 393 | +2,164 | 38.16% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Added to | 7,836 | 552 | 0.12% | 0.12% | 392 | +922 | 13.34% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 7,791 | 549 | 0.01% | 0.01% | 394 | +339 | 4.55% | Q1 2026 | Apr 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 7,767 | 547 | 0.01% | 0.01% | 395 | -133 | -1.68% | Q1 2026 | May 12, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 7,721 | 544 | 0.11% | 0.11% | 396 | +13 | 0.17% | Q1 2026 | May 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 7,715 | 543 | 0.22% | 0.19% | 398 | +1,635 | 26.89% | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Added to | 7,710 | 543 | 0.01% | 0.01% | 397 | +1,057 | 15.89% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 7,636 | 539 | 0.37% | 0.01% | 399 | +7,317 | 2293.73% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 7,616 | 537 | 0.0% | 0.0% | 400 | +2,737 | 56.1% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,512 | 529 | 0.0% | 0.0% | 401 | +2,975 | 65.57% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 7,405 | 522 | 0.01% | 0.01% | 402 | +1,390 | 23.11% | Q1 2026 | Apr 27, 2026 |
| F/m Investments LLC | History | Added to | 7,342 | 517 | 0.03% | 0.02% | 403 | +1,558 | 26.94% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 7,142 | 503 | 0.04% | — | 404 | +7,142 | New | Q1 2026 | Apr 30, 2026 |
| Quantbot Technologies LP | History | New | 7,094 | 500 | 0.02% | — | 406 | +7,094 | New | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,104 | 500 | 0.0% | 0.0% | 405 | -3,218 | -31.18% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | New | 7,055 | 497 | 0.0% | — | 407 | +7,055 | New | Q1 2026 | Apr 24, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | New | 7,000 | 493 | 0.12% | — | 408 | +7,000 | New | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 6,879 | 485 | 0.0% | 0.0% | 409 | +894 | 14.94% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 6,852 | 483 | 0.21% | — | 410 | +6,852 | New | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 6,774 | 477 | 0.03% | 0.03% | 411 | +1,874 | 38.24% | Q1 2026 | Apr 15, 2026 |
| Leonteq Securities AG | History | Reduced | 6,704 | 472 | 0.02% | 0.02% | 412 | -4,009 | -37.42% | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | Added to | 6,660 | 469 | 0.01% | 0.01% | 413 | +3,158 | 90.18% | Q1 2026 | Apr 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 6,646 | 468 | 0.04% | — | 414 | +6,646 | New | Q1 2026 | May 12, 2026 |
| Balefire, LLC | History | Added to | 6,620 | 466 | 0.09% | 0.08% | 415 | +1,269 | 23.72% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,558 | 462 | 0.01% | 0.01% | 416 | -930 | -12.42% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 6,553 | 462 | 0.17% | 0.17% | 417 | +318 | 5.1% | Q1 2026 | May 06, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 6,550 | 461 | 0.15% | 0.1% | 418 | +1,550 | 31.0% | Q1 2026 | May 15, 2026 |
| Allred Capital Management, LLC | History | Reduced | 6,500 | 458 | 0.17% | 0.19% | 419 | -500 | -7.14% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 6,397 | 451 | 0.0% | 0.0% | 420 | +2,112 | 49.29% | Q1 2026 | May 13, 2026 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | History | New | 6,350 | 447 | 0.38% | — | 421 | +6,350 | New | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 6,309 | 444 | 0.01% | 0.01% | 422 | +597 | 10.45% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | No change | 6,289 | 443 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,229 | 439 | 0.01% | — | 424 | +6,229 | New | Q1 2026 | Apr 27, 2026 |
| Grandview Asset Management LLC | History | Reduced | 6,222 | 438 | 0.13% | 0.14% | 425 | -732 | -10.53% | Q1 2026 | May 07, 2026 |
| Oak Grove Capital LLC | History | Reduced | 6,200 | 437 | 0.04% | 0.06% | 426 | -600 | -8.82% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,143 | 433 | 0.0% | 0.0% | 427 | +1,206 | 24.43% | Q1 2026 | Apr 20, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 6,110 | 430 | 0.0% | 0.0% | 428 | -6,174 | -50.26% | Q1 2026 | May 14, 2026 |
| OP Asset Management Ltd | History | Reduced | 6,030 | 425 | 0.01% | 0.01% | 430 | -1,806 | -23.05% | Q1 2026 | Apr 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,035 | 425 | 0.01% | 0.02% | 429 | +205 | 3.52% | Q1 2026 | Apr 17, 2026 |
| Jain Global LLC | History | New | 6,000 | 423 | 0.0% | — | 432 | +6,000 | New | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Added to | 5,999 | 423 | 0.0% | 0.0% | 431 | +639 | 11.92% | Q1 2026 | May 07, 2026 |
| Quartz Partners, LLC | History | Reduced | 5,868 | 413 | 0.16% | 0.3% | 433 | -4,846 | -45.23% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 6,298 | 411 | 0.03% | — | 434 | +6,298 | New | Q1 2026 | Apr 24, 2026 |
| Diversified Trust Co | History | New | 5,764 | 406 | 0.01% | — | 435 | +5,764 | New | Q1 2026 | Apr 16, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 5,755 | 405 | 0.11% | 0.11% | 436 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 5,710 | 402 | 0.04% | 0.03% | 438 | +1,787 | 45.55% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,714 | 402 | 0.01% | 0.01% | 437 | -204 | -3.45% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 5,515 | 388 | 0.0% | 0.0% | 439 | +1,633 | 42.07% | Q1 2026 | May 12, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 5,468 | 385 | 0.04% | 0.03% | 440 | +2,139 | 64.25% | Q1 2026 | May 06, 2026 |
| Wealth Quarterback LLC | History | Reduced | 5,471 | 385 | 0.15% | 0.18% | 441 | -1,269 | -18.83% | Q1 2026 | Apr 09, 2026 |
| VestGen Investment Management | History | New | 5,433 | 383 | 0.21% | — | 442 | +5,433 | New | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,410 | 381 | 0.01% | 0.0% | 443 | +3,126 | 136.87% | Q1 2026 | May 01, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 5,334 | 376 | 0.02% | 0.02% | 444 | +1,066 | 24.98% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 5,273 | 371 | 0.01% | 0.0% | 445 | +2,549 | 93.58% | Q1 2026 | Apr 20, 2026 |
| WINTON GROUP Ltd | History | New | 5,227 | 368 | 0.01% | — | 446 | +5,227 | New | Q1 2026 | May 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 5,117 | 360 | 0.02% | 0.01% | 447 | +1,715 | 50.41% | Q1 2026 | Apr 13, 2026 |
| Parisi Gray Wealth Management | History | Added to | 5,093 | 359 | 0.09% | 0.07% | 448 | +769 | 17.78% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,074 | 357 | 0.02% | 0.02% | 449 | +532 | 11.71% | Q1 2026 | Apr 28, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 5,063 | 356 | 0.04% | — | 450 | +5,063 | New | Q1 2026 | Apr 29, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 5,000 | 352 | 0.0% | — | 453 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Pentwater Capital Management LP | History | New | 5,000 | 352 | 0.0% | — | 454 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Northside Capital Management, LLC | History | No change | 5,000 | 352 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Box Hill Private Wealth LLC | History | No change | 5,000 | 352 | 0.35% | 0.38% | 452 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Capital Investment Counsel, Inc | History | No change | 4,958 | 349 | 0.04% | 0.04% | 455 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,911 | 346 | 0.0% | 0.0% | 456 | -473 | -8.79% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,533 | 344 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | New | 4,449 | 337 | 0.0% | — | 458 | +4,449 | New | Q1 2026 | May 15, 2026 |
| J. Team Financial, Inc. | History | Reduced | 4,666 | 329 | 0.37% | 0.44% | 460 | -1,128 | -19.47% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,679 | 329 | 0.0% | 0.0% | 459 | +522 | 12.56% | Q1 2026 | May 07, 2026 |
| SMART Wealth LLC | History | New | 4,527 | 319 | 0.09% | — | 461 | +4,527 | New | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | New | 5,538 | 317 | 0.01% | — | 464 | +5,538 | New | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 4,500 | 317 | 0.01% | — | 463 | +4,500 | New | Q1 2026 | Apr 07, 2026 |
| Kooman & Associates | History | No change | 4,507 | 317 | 0.09% | 0.1% | 462 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Engineers Gate Manager LP | History | New | 4,494 | 316 | 0.0% | — | 465 | +4,494 | New | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,480 | 315 | 0.02% | 0.12% | 466 | -18,978 | -80.9% | Q1 2026 | Apr 20, 2026 |
| Virtu Financial LLC | History | Reduced | 4,460 | 314 | 0.01% | 0.05% | 467 | -11,746 | -72.48% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,206 | 310 | 0.01% | 0.01% | 469 | +2,575 | 97.87% | Q1 2026 | May 01, 2026 |
| GREENLEAF TRUST | History | Added to | 4,408 | 310 | 0.0% | 0.0% | 468 | +578 | 15.09% | Q1 2026 | Apr 27, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 4,358 | 307 | 0.13% | 0.16% | 470 | -580 | -11.75% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | New | 4,305 | 303 | 0.02% | — | 471 | +4,305 | New | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,988 | 302 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Phoenix Financial Ltd. | History | New | 4,280 | 301 | 0.0% | — | 473 | +4,280 | New | Q1 2026 | May 11, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 4,259 | 300 | 0.01% | 0.01% | 474 | +385 | 9.94% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | New | 4,251 | 299 | 0.11% | — | 475 | +4,251 | New | Q1 2026 | May 15, 2026 |
| Vann Equity Management LLC | History | New | 4,233 | 298 | 0.21% | — | 476 | +4,233 | New | Q1 2026 | May 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 3,900 | 296 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,161 | 293 | 0.0% | 0.0% | 478 | +197 | 4.97% | Q1 2026 | May 08, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 4,168 | 293 | 0.11% | 0.16% | 479 | -64 | -1.51% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | New | 4,108 | 289 | 0.0% | — | 481 | +4,108 | New | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 4,102 | 289 | 0.01% | 0.0% | 480 | +2,404 | 141.58% | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,053 | 285 | 0.01% | 0.01% | 482 | -245 | -5.7% | Q1 2026 | May 08, 2026 |
| RDA Financial Network | History | No change | 4,053 | 285 | 0.07% | 0.07% | 483 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| M&T BANK CORP | History | Added to | 4,033 | 284 | 0.0% | 0.0% | 484 | +1,322 | 48.76% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 4,038 | 284 | 0.02% | 0.02% | 485 | +523 | 14.88% | Q1 2026 | May 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 4,026 | 283 | 0.02% | 0.03% | 487 | -2,127 | -34.57% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,020 | 283 | 0.02% | 0.03% | 486 | -1,548 | -27.8% | Q1 2026 | Apr 14, 2026 |
| McAdam, LLC | History | New | 3,972 | 280 | 0.01% | — | 488 | +3,972 | New | Q1 2026 | May 08, 2026 |
| Colonial River Investments, LLC | History | Added to | 3,964 | 279 | 0.1% | 0.11% | 489 | +22 | 0.56% | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 3,948 | 278 | 0.01% | 0.01% | 490 | -2 | -0.05% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Reduced | 3,902 | 275 | 0.0% | 0.0% | 491 | -5,058 | -56.45% | Q1 2026 | May 14, 2026 |
| BankChampaign, National Association | History | Added to | 3,911 | 275 | 0.27% | 0.24% | 492 | +680 | 21.05% | Q1 2026 | May 21, 2026 |
| Allianz Asset Management GmbH | History | Added to | 3,897 | 274 | 0.0% | 0.0% | 494 | +340 | 9.56% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 3,900 | 274 | 0.11% | 0.13% | 493 | -50 | -1.27% | Q1 2026 | May 05, 2026 |
| Stone Summit Wealth LLC | History | Added to | 3,885 | 273 | 0.08% | 0.08% | 495 | +169 | 4.55% | Q1 2026 | Apr 22, 2026 |
| Avior Wealth Management, LLC | History | New | 3,844 | 271 | 0.01% | — | 497 | +3,844 | New | Q1 2026 | Apr 09, 2026 |
| Callan Family Office, LLC | History | Added to | 3,854 | 271 | 0.01% | 0.01% | 496 | +174 | 4.73% | Q1 2026 | May 13, 2026 |
| Altus Wealth Group LLC | History | No change | 3,802 | 268 | 0.11% | 0.12% | 498 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Warburton Capital Management, LLC | History | Added to | 3,893 | 266 | 0.13% | 0.17% | 499 | +32 | 0.83% | Q1 2026 | May 01, 2026 |
| Darden Wealth Group Inc | History | Reduced | 3,760 | 265 | 0.14% | 0.16% | 500 | -540 | -12.56% | Q1 2026 | May 08, 2026 |
| BECK MACK & OLIVER LLC | History | New | 3,712 | 261 | 0.01% | — | 501 | +3,712 | New | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 3,700 | 260 | 0.01% | — | 504 | +3,700 | New | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Added to | 3,697 | 260 | 0.01% | 0.01% | 502 | +108 | 3.01% | Q1 2026 | Apr 06, 2026 |
| Atlatl Advisers LLC | History | No change | 3,690 | 260 | 0.19% | 0.11% | 503 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 3,645 | 257 | 0.01% | 0.01% | 505 | +222 | 6.49% | Q1 2026 | Apr 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,640 | 256 | 0.0% | 0.0% | 506 | +925 | 34.07% | Q1 2026 | May 15, 2026 |
| Parvin Asset Management, LLC | History | Added to | 3,625 | 255 | 0.18% | 0.21% | 507 | +125 | 3.57% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,611 | 254 | 0.0% | 0.0% | 508 | +2,675 | 285.79% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | New | 3,601 | 253 | 0.03% | — | 509 | +3,601 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,708 | 251 | 0.0% | 0.0% | 510 | +346 | 10.29% | Q1 2026 | Apr 07, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,530 | 248 | 0.01% | 0.0% | 511 | +812 | 29.87% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Reduced | 3,430 | 241 | 0.0% | 0.0% | 512 | -988 | -22.36% | Q1 2026 | May 12, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 3,171 | 240 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 3,395 | 239 | 0.1% | 0.12% | 514 | -1,596 | -31.98% | Q1 2026 | May 01, 2026 |
| Elequin Capital, LP | History | New | 3,381 | 238 | 0.02% | — | 515 | +3,381 | New | Q1 2026 | May 11, 2026 |
| Alamea Verwaltungs GmbH | History | Added to | 3,364 | 237 | 0.18% | 0.15% | 516 | +1,203 | 55.67% | Q1 2026 | May 11, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | New | 3,350 | 236 | 0.06% | — | 517 | +3,350 | New | Q1 2026 | May 19, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 3,345 | 235 | 0.02% | 0.04% | 518 | +18 | 0.54% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | New | 3,311 | 233 | 0.01% | — | 519 | +3,311 | New | Q1 2026 | May 14, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 3,281 | 231 | 0.04% | 0.04% | 520 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOCUSED ALPHA, LLC | History | New | 3,248 | 229 | 0.07% | — | 521 | +3,248 | New | Q1 2026 | May 12, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Reduced | 3,237 | 228 | 0.12% | 0.37% | 522 | -11,563 | -78.13% | Q1 2026 | May 15, 2026 |
| Hudock, Inc. | History | Added to | 3,225 | 227 | 0.03% | 0.03% | 523 | +540 | 20.11% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,195 | 225 | 0.0% | — | 525 | +3,195 | New | Q1 2026 | May 15, 2026 |
| INSIGHT 2811, INC. | History | No change | 3,200 | 225 | 0.09% | 0.11% | 524 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,184 | 224 | 0.02% | 0.02% | 526 | -781 | -19.7% | Q1 2026 | May 12, 2026 |
| POTENTIA WEALTH | History | No change | 3,180 | 224 | 0.09% | 0.09% | 527 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | New | 3,164 | 223 | 0.01% | — | 528 | +3,164 | New | Q1 2026 | May 05, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | New | 3,154 | 222 | 0.03% | — | 529 | +3,154 | New | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 3,125 | 222 | 0.0% | — | 530 | +3,125 | New | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | New | 3,137 | 221 | 0.01% | — | 531 | +3,137 | New | Q1 2026 | May 14, 2026 |
| Blackstone Inc. | History | New | 3,097 | 218 | 0.0% | — | 532 | +3,097 | New | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 3,069 | 216 | 0.02% | 0.03% | 533 | -1,395 | -31.25% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | New | 3,058 | 215 | 0.0% | — | 535 | +3,058 | New | Q1 2026 | Apr 14, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 3,059 | 215 | 0.03% | 0.03% | 534 | -200 | -6.14% | Q1 2026 | Apr 23, 2026 |
| Krilogy Financial LLC | History | Added to | 2,852 | 212 | 0.01% | 0.01% | 536 | +469 | 19.68% | Q1 2026 | Apr 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 3,000 | 211 | 0.0% | 0.0% | 537 | -100 | -3.23% | Q1 2026 | May 14, 2026 |
| BAXTER BROS INC | History | No change | 3,000 | 211 | 0.03% | 0.03% | 538 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 3,000 | 211 | 0.03% | 0.03% | 539 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Semus Wealth Partners LLC | History | No change | 3,000 | 211 | 0.12% | 0.12% | 540 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LVW Advisors, LLC | History | Reduced | 2,966 | 209 | 0.02% | 0.03% | 541 | -699 | -19.07% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | New | 2,963 | 208 | 0.0% | — | 542 | +2,963 | New | Q1 2026 | Apr 16, 2026 |
| AGP FRANKLIN, LLC | History | New | 2,933 | 206 | 0.1% | — | 543 | +2,933 | New | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,886 | 203 | 0.01% | 0.01% | 544 | +143 | 5.21% | Q1 2026 | Apr 23, 2026 |
| Enclave Advisors LLC | History | New | 2,872 | 202 | 0.03% | — | 545 | +2,872 | New | Q1 2026 | Apr 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 2,866 | 202 | 0.0% | — | 546 | +2,866 | New | Q1 2026 | May 14, 2026 |
| Excelsior Advisor Network LLC | History | No change | 2,857 | 201 | 0.08% | 0.11% | 547 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 2,803 | 198 | 0.01% | 0.0% | 549 | +1,570 | 127.33% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 2,817 | 198 | 0.0% | 0.0% | 548 | +648 | 29.88% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 2,502 | 189 | 0.03% | 0.03% | 550 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | Added to | 2,565 | 180 | 0.0% | 0.0% | 551 | +971 | 60.92% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 2,638 | 173 | 0.0% | 0.0% | 552 | -754 | -22.23% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,306 | 162 | 0.0% | 0.0% | 553 | +159 | 7.41% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,100 | 148 | 0.09% | — | 554 | +2,100 | New | Q1 2026 | May 12, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,021 | 142 | 0.03% | 0.04% | 555 | -393 | -16.28% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,982 | 139 | 0.01% | 0.01% | 556 | +37 | 1.9% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,907 | 134 | 0.0% | 0.0% | 557 | -63 | -3.2% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,828 | 128 | 0.01% | 0.02% | 558 | -279 | -13.24% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 1,686 | 118 | 0.0% | — | 559 | +1,686 | New | Q1 2026 | May 19, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 1,625 | 114 | 0.04% | 0.04% | 560 | +37 | 2.33% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Added to | 1,566 | 110 | 0.0% | 0.0% | 561 | +311 | 24.78% | Q1 2026 | May 11, 2026 |
| Morse Asset Management, Inc | History | Added to | 1,560 | 109 | 0.02% | 0.02% | 562 | +60 | 4.0% | Q1 2026 | May 14, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,514 | 106 | 0.0% | — | 563 | +1,514 | New | Q1 2026 | Apr 09, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 1,500 | 105 | 0.03% | 0.05% | 564 | -500 | -25.0% | Q1 2026 | May 08, 2026 |
| Granite FO LLC | History | No change | 1,500 | 105 | 0.06% | 0.06% | 565 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,449 | 98 | 0.01% | 0.0% | 568 | +942 | 185.8% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Added to | 1,424 | 98 | 0.0% | 0.0% | 567 | +700 | 96.69% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,392 | 98 | 0.01% | 0.0% | 566 | +190 | 15.81% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,280 | 90 | 0.0% | 0.0% | 569 | +754 | 143.35% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,220 | 86 | 0.0% | 0.0% | 570 | +433 | 55.02% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,176 | 82 | 0.0% | 0.0% | 571 | +86 | 7.89% | Q1 2026 | Apr 22, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 1,149 | 81 | 0.01% | 0.01% | 572 | +657 | 133.54% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,062 | 80 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1,069 | 75 | 0.01% | 0.09% | 576 | -3,523 | -76.72% | Q1 2026 | May 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 1,071 | 75 | 0.0% | 0.0% | 574 | +984 | 1131.03% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 990 | 75 | 0.02% | 0.02% | 575 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| My Portfolio Guide, LLC | History | New | 1,050 | 74 | 0.04% | — | 577 | +1,050 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,043 | 73 | 0.0% | 0.0% | 578 | +112 | 12.03% | Q1 2026 | Apr 24, 2026 |
| Caldwell Trust Co | History | New | 1,020 | 71 | 0.01% | — | 579 | +1,020 | New | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,000 | 70 | 0.0% | 0.0% | 580 | +157 | 18.62% | Q1 2026 | Apr 07, 2026 |
| Olistico Wealth, LLC | History | No change | 1,000 | 70 | 0.03% | 0.04% | 581 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 991 | 64 | 0.0% | 0.01% | 582 | -1,538 | -60.81% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | Added to | 900 | 63 | 0.02% | 0.02% | 583 | +137 | 17.96% | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 900 | 63 | 0.0% | 0.0% | 584 | +100 | 12.5% | Q1 2026 | May 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 900 | 63 | 0.03% | 0.04% | 585 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 866 | 61 | 0.0% | 0.0% | 586 | +73 | 9.21% | Q1 2026 | May 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 855 | 60 | 0.0% | 0.0% | 587 | -21 | -2.4% | Q1 2026 | Apr 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 862 | 60 | 0.04% | 0.04% | 589 | +12 | 1.41% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | No change | 845 | 60 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 832 | 56 | 0.0% | 0.0% | 590 | -16 | -1.89% | Q1 2026 | May 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Reduced | 786 | 55 | 0.16% | 0.38% | 591 | -1,000 | -55.99% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 702 | 49 | 0.0% | 0.0% | 592 | +35 | 5.25% | Q1 2026 | May 07, 2026 |
| Bank of New Hampshire | History | Added to | 688 | 48 | 0.01% | 0.01% | 593 | +210 | 43.93% | Q1 2026 | Apr 13, 2026 |
| Global Assets Advisory, LLC | History | New | 663 | 46 | 0.01% | — | 594 | +663 | New | Q1 2026 | May 01, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | New | 660 | 46 | 0.02% | — | 595 | +660 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 650 | 45 | 0.0% | 0.0% | 596 | +500 | 333.33% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 638 | 44 | 0.0% | 0.0% | 597 | +505 | 379.7% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Co / SC | History | Added to | 637 | 44 | 0.01% | 0.01% | 598 | +37 | 6.17% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 585 | 41 | 0.0% | 0.0% | 599 | +200 | 51.95% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 590 | 41 | 0.0% | 0.0% | 600 | +90 | 18.0% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 540 | 38 | 0.03% | 0.02% | 602 | +120 | 28.57% | Q1 2026 | Apr 17, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 547 | 38 | 0.02% | 0.02% | 601 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 527 | 37 | 0.02% | 0.0% | 606 | +427 | 427.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 530 | 37 | 0.0% | 0.0% | 605 | -405 | -43.32% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 528 | 37 | 0.02% | 0.03% | 607 | -184 | -25.84% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 552 | 37 | 0.0% | 0.0% | 604 | +113 | 25.74% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 529 | 37 | 0.0% | 0.0% | 603 | +4 | 0.76% | Q1 2026 | May 12, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 515 | 36 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Advocates LLC | History | Reduced | 471 | 33 | 0.15% | 0.03% | 609 | -899 | -65.62% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 456 | 32 | 0.01% | — | 610 | +456 | New | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 452 | 31 | 0.0% | — | 611 | +452 | New | Q1 2026 | Apr 13, 2026 |
| Vision Retirement, LLC | History | Added to | 427 | 30 | 0.01% | 0.0% | 613 | +317 | 288.18% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 430 | 30 | 0.0% | 0.0% | 612 | +21 | 5.13% | Q1 2026 | Apr 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 421 | 29 | 0.0% | 0.01% | 614 | -342 | -44.82% | Q1 2026 | May 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 400 | 28 | 0.02% | 0.02% | 616 | +77 | 23.84% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 390 | 28 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GeoWealth Management, LLC | History | New | 349 | 24 | 0.0% | — | 619 | +349 | New | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | New | 345 | 24 | 0.0% | — | 618 | +345 | New | Q1 2026 | Apr 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 354 | 24 | 0.0% | 0.0% | 617 | -129 | -26.71% | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | Added to | 327 | 23 | 0.01% | 0.01% | 620 | +22 | 7.21% | Q1 2026 | Apr 02, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 325 | 22 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 310 | 21 | 0.01% | 0.01% | 622 | -255 | -45.13% | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 287 | 20 | 0.0% | 0.0% | 623 | -42 | -12.77% | Q1 2026 | Apr 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 274 | 19 | 0.0% | — | 625 | +274 | New | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 280 | 19 | 0.0% | 0.0% | 624 | +54 | 23.89% | Q1 2026 | Apr 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 248 | 17 | 0.0% | 0.0% | 627 | -40 | -13.89% | Q1 2026 | Apr 17, 2026 |
| Kimelman & Baird, LLC | History | No change | 250 | 17 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 240 | 16 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Forum Finance Group S.A. | History | New | 260 | 15 | 0.01% | — | 632 | +260 | New | Q1 2026 | May 07, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 225 | 15 | 0.0% | 0.0% | 631 | -50 | -18.18% | Q1 2026 | Apr 29, 2026 |
| Matrix Trust Co | History | Added to | 214 | 15 | 0.0% | 0.0% | 630 | +17 | 8.63% | Q1 2026 | Apr 09, 2026 |
| FIRST HORIZON CORP | History | No change | 220 | 15 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 200 | 14 | 0.0% | 0.01% | 635 | -1,413 | -87.6% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | New | 211 | 14 | 0.01% | — | 636 | +211 | New | Q1 2026 | May 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 185 | 13 | 0.0% | — | 641 | +185 | New | Q1 2026 | May 13, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 186 | 13 | 0.01% | 0.0% | 640 | +107 | 135.44% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 196 | 13 | 0.0% | 0.0% | 638 | +57 | 41.01% | Q1 2026 | May 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 186 | 13 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 175 | 13 | 0.01% | 0.01% | 639 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Reduced | 175 | 12 | 0.0% | 0.0% | 642 | -40 | -18.6% | Q1 2026 | May 14, 2026 |
| Kennebec Savings Bank | History | No change | 175 | 12 | 0.01% | 0.01% | 643 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | Added to | 175 | 11 | 0.0% | — | 645 | +173 | 8650.0% | Q1 2026 | May 11, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 168 | 11 | 0.01% | — | 649 | +168 | New | Q1 2026 | May 05, 2026 |
| Quarry LP | History | New | 164 | 11 | 0.0% | — | 647 | +164 | New | Q1 2026 | May 15, 2026 |
| BankPlus Trust Department | History | New | 162 | 11 | 0.0% | — | 648 | +162 | New | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | New | 160 | 11 | 0.0% | — | 646 | +160 | New | Q1 2026 | Apr 29, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 165 | 11 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 155 | 10 | 0.0% | 0.0% | 650 | +4 | 2.65% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 140 | 9 | 0.0% | — | 654 | +140 | New | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 141 | 9 | 0.0% | 0.0% | 651 | +61 | 76.25% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 133 | 9 | 0.01% | 0.0% | 653 | +28 | 26.67% | Q1 2026 | Apr 20, 2026 |
| Strive Financial Group ,LLC | History | Added to | 107 | 9 | 0.0% | 0.0% | 652 | +1 | 0.94% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 119 | 8 | 0.0% | — | 658 | +119 | New | Q1 2026 | Apr 07, 2026 |
| TrinityBridge Ltd | History | New | 118 | 8 | 0.0% | — | 657 | +118 | New | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 117 | 8 | 0.0% | 0.0% | 656 | +12 | 11.43% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 125 | 8 | 0.01% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 100 | 7 | 0.0% | 0.0% | 659 | -125 | -55.56% | Q1 2026 | May 04, 2026 |
| Stone House Investment Management, LLC | History | Added to | 100 | 7 | 0.0% | 0.0% | 660 | +50 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 112 | 7 | 0.0% | 0.0% | 662 | +4 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 93 | 7 | 0.01% | 0.01% | 661 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Advocate Investing Services LLC | History | No change | 100 | 7 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MidFirst Bank | History | New | 82 | 5 | 0.0% | — | 669 | +82 | New | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | New | 81 | 5 | 0.0% | — | 667 | +81 | New | Q1 2026 | Apr 03, 2026 |
| Accent Capital Management, LLC | History | New | 79 | 5 | 0.0% | — | 668 | +79 | New | Q1 2026 | May 11, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 76 | 5 | 0.0% | 0.0% | 666 | +57 | 300.0% | Q1 2026 | May 12, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 78 | 5 | 0.0% | 0.0% | 665 | -8 | -9.3% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 81 | 5 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 59 | 4 | 0.0% | 0.0% | 672 | -95 | -61.69% | Q1 2026 | May 08, 2026 |
| Hurley Capital, LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 60 | 4 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DecisionPoint Financial, LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NFSG Corp | History | Reduced | 50 | 3 | 0.0% | 0.15% | 678 | -12,828 | -99.61% | Q1 2026 | May 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 1,250 | 3 | 0.0% | — | 685 | +1,250 | New | Q1 2026 | May 01, 2026 |
| Missouri Trust & Investment Co | History | New | 55 | 3 | 0.0% | — | 684 | +55 | New | Q1 2026 | May 14, 2026 |
| ADIRONDACK TRUST CO | History | New | 50 | 3 | 0.0% | — | 683 | +50 | New | Q1 2026 | Apr 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 53 | 3 | 0.0% | — | 675 | +41 | 341.67% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 50 | 3 | 0.0% | — | 680 | +40 | 400.0% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | Added to | 54 | 3 | 0.0% | 0.0% | 677 | +4 | 8.0% | Q1 2026 | May 19, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 55 | 3 | 0.0% | 0.0% | 679 | +4 | 7.84% | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 50 | 3 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Noble Wealth Management PBC | History | No change | 50 | 3 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 38 | 2 | 0.0% | — | 690 | +38 | New | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 36 | 2 | 0.0% | — | 686 | +28 | 350.0% | Q1 2026 | May 15, 2026 |
| SWAN Capital LLC | History | Added to | 42 | 2 | 0.0% | 0.0% | 689 | +20 | 90.91% | Q1 2026 | May 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 40 | 2 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | No change | 39 | 2 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IMA Advisory Services, Inc. | History | New | 18 | 1 | 0.0% | — | 700 | +18 | New | Q1 2026 | May 06, 2026 |
| Roxbury Financial LLC | History | New | 18 | 1 | 0.0% | — | 701 | +18 | New | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 21 | 1 | 0.0% | — | 698 | +14 | 200.0% | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 22 | 1 | 0.0% | 0.0% | 693 | +8 | 57.14% | Q1 2026 | Apr 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 18 | 1 | 0.0% | — | 692 | +5 | 38.46% | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 16 | 1 | 0.0% | — | 696 | +3 | 23.08% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 21 | 1 | 0.0% | 0.0% | 691 | +2 | 10.53% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 15 | 1 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Essential Partners LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| FengHe Fund Management Pte. Ltd. | History | Closed out | 0 | 0 | — | 1.99% | — | -464,900 | -100.0% | Q1 2026 | May 15, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 2.74% | — | -275,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.27% | — | -249,546 | -100.0% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.08% | — | -136,524 | -100.0% | Q1 2026 | May 12, 2026 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -133,063 | -100.0% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.1% | — | -126,900 | -100.0% | Q1 2026 | May 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -118,838 | -100.0% | Q1 2026 | May 11, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -91,909 | -100.0% | Q1 2026 | May 15, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.05% | — | -78,609 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Granite Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -74,534 | -100.0% | Q1 2026 | Apr 30, 2026 |
| KADENSA CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.4% | — | -50,636 | -100.0% | Q1 2026 | May 15, 2026 |
| Hodges Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -39,414 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -36,691 | -100.0% | Q1 2026 | May 14, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -35,293 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -30,327 | -100.0% | Q1 2026 | May 06, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -25,110 | -100.0% | Q1 2026 | May 18, 2026 |
| Dupree Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -23,817 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | Closed out | 0 | 0 | — | 0.15% | — | -21,854 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.11% | — | -21,657 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.08% | — | -20,753 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MYDA Advisors LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -20,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,373 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -15,797 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.16% | — | -13,479 | -100.0% | Q1 2026 | May 15, 2026 |
| MONETTA FINANCIAL SERVICES INC | History | Closed out | 0 | 0 | — | 0.71% | — | -13,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -9,760 | -100.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,006 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,777 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,624 | -100.0% | Q1 2026 | May 20, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,572 | -100.0% | Q1 2026 | May 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | Closed out | 0 | 0 | — | 0.37% | — | -6,634 | -100.0% | Q1 2026 | May 05, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,321 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.38% | — | -6,200 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Eschler Asset Management LLP | History | Closed out | 0 | 0 | — | 0.29% | — | -5,679 | -100.0% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,320 | -100.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,240 | -100.0% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,591 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,503 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,310 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,942 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,857 | -100.0% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,516 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Teton Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,400 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,385 | -100.0% | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,378 | -100.0% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,329 | -100.0% | Q1 2026 | May 21, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,223 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,087 | -100.0% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,031 | -100.0% | Q1 2026 | May 18, 2026 |
| Sugar Maple Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,915 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,869 | -100.0% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -2,704 | -100.0% | Q1 2026 | May 01, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,703 | -100.0% | Q1 2026 | May 13, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,676 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kraft, Davis & Associates, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,600 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,541 | -100.0% | Q1 2026 | May 01, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -2,516 | -100.0% | Q1 2026 | May 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,275 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 10 | 0 | — | 0.04% | — | -2,001 | -99.5% | Q1 2026 | Apr 15, 2026 |
| Kercheville Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,000 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,335 | -100.0% | Q1 2026 | May 14, 2026 |
| JGP Global Gestao de Recursos Ltda. | History | Closed out | 0 | 0 | — | 0.14% | — | -1,196 | -100.0% | Q1 2026 | May 08, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -800 | -100.0% | Q1 2026 | May 13, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -735 | -100.0% | Q1 2026 | May 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -730 | -100.0% | Q1 2026 | Apr 16, 2026 |
| USA FINANCIAL FORMULAS | History | Closed out | 0 | 0 | — | 0.01% | — | -608 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -518 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -511 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Ramirez Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -313 | -100.0% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -225 | -100.0% | Q1 2026 | May 01, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q1 2026 | May 12, 2026 |
| Grove Bank & Trust | History | Reduced | 10 | 0 | — | 0.0% | — | -140 | -93.33% | Q1 2026 | Apr 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 13, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 06, 2026 |
| Bank of Jackson Hole Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 14, 2026 |
| Wiser Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RMG Wealth Management LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 04, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 17, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 15, 2026 |
| Leo H. Evart, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 13, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 08, 2026 |
| Retirement Wealth Solutions LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 07, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q1 2026 | May 06, 2026 |
| Osbon Capital Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q1 2026 | Apr 29, 2026 |
| CURIO WEALTH, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 13, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +2 | 20.0% | Q1 2026 | May 01, 2026 |
| American Capital Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Trust Co | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Scarborough Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Breakwater Investment Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Graney & King, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |