Lineage, Inc. - LINE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORGES BANK | History | No change | 13,778,722 | 482,255 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VANGUARD GROUP INC | History | No change | 9,055,669 | 316,948 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| D1 Capital Partners L.P. | History | No change | 7,402,229 | 242,497 | 2.16% | 2.42% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,700,077 | 186,734 | 0.01% | — | 4 | +5,700,077 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 4,920,559 | 161,197 | 0.0% | 0.0% | 5 | +388,366 | 8.57% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,610,123 | 118,267 | 0.01% | 0.0% | 6 | +3,165,593 | 712.12% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,892,534 | 94,759 | 0.0% | — | 7 | +2,892,534 | New | Q1 2026 | May 15, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | History | Added to | 2,769,663 | 90,734 | 4.08% | 2.25% | 8 | +1,163,853 | 72.48% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,692,234 | 86,097 | 0.04% | 0.02% | 9 | +1,361,795 | 102.36% | Q1 2026 | May 15, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 2,555,123 | 83,705 | 0.09% | 0.08% | 10 | -231,160 | -8.3% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,155,271 | 70,606 | 0.07% | 0.03% | 11 | +1,467,622 | 213.43% | Q1 2026 | May 05, 2026 |
| STATE STREET CORP | History | Reduced | 1,969,669 | 65,573 | 0.0% | 0.0% | 12 | -49,334 | -2.44% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,498,851 | 49,109 | 0.0% | 0.0% | 13 | +39,429 | 2.7% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,416,037 | 46,389 | 0.01% | 0.01% | 14 | +447,178 | 46.16% | Q1 2026 | May 05, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 1,118,866 | 36,654 | 0.12% | 0.12% | 15 | +142,916 | 14.64% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,038,309 | 34,015 | 0.01% | 0.01% | 16 | +112,160 | 12.11% | Q1 2026 | May 15, 2026 |
| GRS Advisors, LLC | History | Reduced | 966,233 | 31,653 | 3.13% | 4.76% | 17 | -549,011 | -36.23% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 954,248 | 31,261 | 0.02% | — | 18 | +954,248 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 947,602 | 31,043 | 0.0% | 0.01% | 19 | -4,069,730 | -81.11% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 934,333 | 30,608 | 0.01% | 0.0% | 20 | +543,439 | 139.02% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 876,901 | 28,720 | 0.01% | 0.0% | 21 | +503,021 | 134.54% | Q1 2026 | May 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 836,508 | 27,404 | 1.49% | 1.42% | 22 | +45,865 | 5.8% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 801,315 | 26,253 | 0.0% | 0.0% | 23 | -65,138 | -7.52% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 789,655 | 25,869 | 0.0% | 0.0% | 24 | +532,203 | 206.72% | Q1 2026 | May 15, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 707,925 | 23,191 | 2.56% | 2.59% | 25 | -28,845 | -3.92% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 645,066 | 21,132 | 0.02% | 0.01% | 26 | +385,953 | 148.95% | Q1 2026 | May 15, 2026 |
| Lunate Capital Ltd | History | No change | 600,000 | 19,656 | 16.33% | 7.95% | 27 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Reduced | 463,820 | 15,194 | 0.16% | 0.18% | 28 | -67,670 | -12.73% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 429,978 | 14,086 | 0.02% | 0.01% | 29 | +168,107 | 64.19% | Q1 2026 | Apr 16, 2026 |
| Alberta Investment Management Corp | History | Added to | 418,900 | 13,723 | 0.08% | 0.04% | 30 | +235,000 | 127.79% | Q1 2026 | Apr 28, 2026 |
| Long Pond Capital, LP | History | Added to | 410,971 | 13,463 | 1.29% | 0.76% | 31 | +226,813 | 123.16% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 398,493 | 13,054 | 0.0% | 0.0% | 32 | -29,787 | -6.96% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 387,765 | 12,703 | 0.0% | 0.0% | 33 | +6,635 | 1.74% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 364,888 | 11,953 | 0.0% | — | 34 | +364,888 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 364,068 | 11,926 | 0.0% | 0.01% | 35 | -276,519 | -43.17% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 360,736 | 11,817 | 0.25% | 0.1% | 36 | +225,900 | 167.54% | Q1 2026 | May 13, 2026 |
| Artisan Partners Limited Partnership | History | Added to | 329,491 | 10,794 | 0.02% | 0.02% | 37 | +34,571 | 11.72% | Q1 2026 | May 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 306,540 | 10,042 | 0.15% | 0.01% | 38 | +293,654 | 2278.86% | Q1 2026 | May 15, 2026 |
| GCM Grosvenor Holdings, LLC | History | No change | 302,079 | 9,896 | 1.1% | 1.5% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | New | 299,486 | 9,811 | 0.02% | — | 40 | +299,486 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 292,700 | 9,588 | 0.01% | 0.02% | 41 | -82,100 | -21.91% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 288,925 | 9,465 | 0.0% | 0.0% | 42 | +61,684 | 27.14% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 239,531 | 7,847 | 0.0% | 0.0% | 43 | +20,269 | 9.24% | Q1 2026 | May 12, 2026 |
| Gillson Capital LP | History | Added to | 218,800 | 7,168 | 0.59% | 0.29% | 44 | +93,800 | 75.04% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 211,288 | 6,921 | 0.09% | 0.17% | 45 | -105,502 | -33.3% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 211,239 | 6,920 | 0.01% | 0.01% | 46 | +52,861 | 33.38% | Q1 2026 | May 14, 2026 |
| Apollo Management Holdings, L.P. | History | Added to | 207,267 | 6,790 | 0.09% | 0.02% | 47 | +150,947 | 268.02% | Q1 2026 | May 15, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 200,000 | 6,552 | 0.44% | 0.53% | 48 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 193,570 | 6,341 | 0.0% | 0.01% | 49 | -270,429 | -58.28% | Q1 2026 | May 12, 2026 |
| SCP Investment, LP | History | Reduced | 180,000 | 5,896 | 6.53% | 7.72% | 50 | -90,000 | -33.33% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 177,713 | 5,821 | 0.0% | 0.0% | 51 | +110,370 | 163.89% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 175,687 | 5,785 | 0.01% | 0.0% | 52 | +82,677 | 88.89% | Q1 2026 | Apr 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 176,652 | 5,780 | 0.0% | 0.0% | 53 | +57,185 | 47.87% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 173,099 | 5,670 | 0.0% | 0.0% | 54 | +27,053 | 18.52% | Q1 2026 | May 15, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 171,316 | 5,612 | 0.08% | 0.09% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 170,042 | 5,570 | 0.03% | 0.01% | 56 | +72,235 | 73.85% | Q1 2026 | May 14, 2026 |
| APG Asset Management US Inc. | History | New | 169,598 | 5,559 | 0.04% | — | 57 | +169,598 | New | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 165,258 | 5,413 | 0.01% | — | 58 | +165,258 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 163,255 | 5,348 | 0.0% | 0.0% | 59 | +22,815 | 16.25% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 162,688 | 5,329 | 0.01% | 0.01% | 60 | +81,286 | 99.86% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 159,116 | 5,212 | 0.0% | 0.0% | 61 | -284,417 | -64.13% | Q1 2026 | Apr 30, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 150,314 | 4,924 | 0.04% | 0.03% | 62 | +50,082 | 49.97% | Q1 2026 | May 15, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 139,412 | 4,567 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 135,400 | 4,435 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | No change | 133,628 | 4,377 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bayberry Capital Partners LP | History | Reduced | 133,000 | 4,357 | 1.35% | 3.48% | 66 | -180,700 | -57.6% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 135,677 | 4,319 | 0.0% | 0.0% | 67 | -180,029 | -57.02% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | Added to | 124,148 | 4,067 | 0.03% | 0.04% | 68 | +55,549 | 80.98% | Q1 2026 | May 14, 2026 |
| BROOKFIELD Corp /ON/ | History | New | 119,912 | 3,928 | 0.01% | — | 69 | +119,912 | New | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Added to | 107,249 | 3,513 | 0.01% | 0.0% | 70 | +40,387 | 60.4% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 104,661 | 3,428 | 0.01% | 0.0% | 71 | +57,553 | 122.17% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 103,602 | 3,394 | 0.0% | 0.0% | 72 | +96,351 | 1328.8% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 102,960 | 3,372 | 0.01% | 0.01% | 73 | +56,073 | 119.59% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 100,625 | 3,296 | 0.0% | 0.0% | 74 | -16,196 | -13.86% | Q1 2026 | May 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 100,100 | 3,279 | 0.09% | 0.16% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 99,939 | 3,274 | 0.0% | 0.01% | 76 | -116,557 | -53.84% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 99,500 | 3,259 | 0.0% | 0.0% | 77 | -239,649 | -70.66% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 92,463 | 3,029 | 0.0% | 0.0% | 78 | -35,790 | -27.91% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 91,863 | 3,009 | 0.0% | 0.0% | 79 | +19,207 | 26.44% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 89,510 | 2,932 | 0.01% | 0.01% | 80 | +4,480 | 5.27% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 89,613 | 2,930 | 0.0% | 0.01% | 81 | -82,616 | -47.97% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 88,013 | 2,883 | 0.0% | — | 82 | +88,013 | New | Q1 2026 | May 14, 2026 |
| Waterfall Asset Management, LLC | History | Reduced | 83,600 | 2,738 | 1.53% | 1.99% | 83 | -21,400 | -20.38% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 80,157 | 2,625 | 0.0% | 0.0% | 84 | +15,058 | 23.13% | Q1 2026 | May 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 76,456 | 2,545 | 0.87% | 1.07% | 85 | +1,114 | 1.48% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 77,229 | 2,530 | 0.01% | 0.01% | 86 | -3,081 | -3.84% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 76,029 | 2,491 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 75,190 | 2,462 | 0.0% | 0.0% | 88 | +53,218 | 242.21% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 65,300 | 2,285 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 67,766 | 2,256 | 0.07% | 0.06% | 90 | +4,392 | 6.93% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Added to | 68,198 | 2,234 | 0.04% | 0.02% | 91 | +44,678 | 189.96% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 67,071 | 2,197 | 0.0% | 0.0% | 92 | +215 | 0.32% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 66,924 | 2,192 | 0.01% | 0.01% | 93 | +1,034 | 1.57% | Q1 2026 | May 15, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 65,495 | 2,145 | 0.16% | 0.16% | 94 | -2,336 | -3.44% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 64,454 | 2,111 | 0.01% | 0.01% | 95 | +8,944 | 16.11% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 63,176 | 2,069 | 0.01% | — | 96 | +63,176 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 62,155 | 2,036 | 0.0% | 0.0% | 97 | +43,587 | 234.74% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 61,326 | 2,009 | 0.04% | — | 98 | +61,326 | New | Q1 2026 | Apr 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 61,214 | 2,005 | 0.0% | 0.0% | 99 | -704 | -1.14% | Q1 2026 | Apr 30, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 58,954 | 1,962 | 0.04% | 0.04% | 100 | +264 | 0.45% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 59,509 | 1,949 | 0.01% | 0.01% | 101 | +9,692 | 19.46% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 58,189 | 1,906 | 0.0% | — | 102 | +58,189 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 55,363 | 1,813 | 0.0% | 0.0% | 103 | +28,716 | 107.76% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 54,441 | 1,783 | 0.01% | 0.0% | 104 | +29,924 | 122.05% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 51,673 | 1,692 | 0.0% | 0.0% | 105 | +6,971 | 15.59% | Q1 2026 | May 15, 2026 |
| Border to Coast Pensions Partnership Ltd | History | New | 50,000 | 1,643 | 0.03% | — | 106 | +50,000 | New | Q1 2026 | Apr 22, 2026 |
| STRS OHIO | History | Reduced | 50,089 | 1,640 | 0.01% | 0.01% | 107 | -3,403 | -6.36% | Q1 2026 | Apr 24, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 45,712 | 1,497 | 0.0% | 0.0% | 108 | +1,401 | 3.16% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 41,132 | 1,439 | 0.0% | 0.0% | 109 | -110,257 | -72.83% | Q1 2026 | May 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 43,821 | 1,435 | 0.01% | 0.0% | 110 | +27,004 | 160.58% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | New | 43,298 | 1,418 | 0.05% | — | 111 | +43,298 | New | Q1 2026 | Apr 28, 2026 |
| Penserra Capital Management LLC | History | Added to | 42,841 | 1,403 | 0.02% | 0.02% | 112 | +1,192 | 2.86% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 39,349 | 1,289 | 0.01% | — | 113 | +39,349 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 37,684 | 1,254 | 0.01% | 0.0% | 115 | +8,722 | 30.12% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 38,283 | 1,254 | 0.0% | 0.0% | 114 | +1,519 | 4.13% | Q1 2026 | May 15, 2026 |
| Renaissance Capital LLC | History | Reduced | 33,708 | 1,243 | 0.9% | 1.13% | 116 | -11,256 | -25.03% | Q1 2026 | May 07, 2026 |
| Lavaca Capital LLC | History | No change | 37,000 | 1,212 | 0.21% | 0.21% | 117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atom Investors LP | History | Added to | 36,519 | 1,196 | 0.09% | 0.05% | 118 | +18,045 | 97.68% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 36,113 | 1,183 | 0.0% | 0.0% | 119 | -164 | -0.45% | Q1 2026 | May 06, 2026 |
| Man Group plc | History | New | 35,592 | 1,165 | 0.0% | — | 120 | +35,592 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 35,225 | 1,153 | 0.01% | 0.01% | 121 | +385 | 1.11% | Q1 2026 | Apr 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 35,100 | 1,149 | 0.0% | 0.0% | 122 | -1,118 | -3.09% | Q1 2026 | May 06, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 34,872 | 1,142 | 0.06% | 0.05% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 34,078 | 1,116 | 0.0% | 0.0% | 124 | +6,600 | 24.02% | Q1 2026 | May 18, 2026 |
| BARCLAYS PLC | History | Added to | 32,790 | 1,074 | 0.0% | 0.0% | 125 | +1,130 | 3.57% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,478 | 1,063 | 0.0% | 0.0% | 126 | +19,644 | 153.06% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 32,312 | 1,058 | 0.0% | — | 127 | +32,312 | New | Q1 2026 | May 05, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 30,236 | 991 | 0.0% | 0.0% | 128 | +645 | 2.18% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 29,480 | 965 | 0.0% | 0.0% | 129 | -2,405 | -7.54% | Q1 2026 | May 11, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 26,125 | 855 | 0.01% | 0.01% | 130 | -12,402 | -32.19% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,465 | 834 | 0.0% | 0.0% | 131 | -7,150 | -21.92% | Q1 2026 | May 15, 2026 |
| Paralel Advisors LLC | History | No change | 25,000 | 819 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 24,976 | 818 | 0.0% | 0.0% | 133 | +14,745 | 144.12% | Q1 2026 | May 14, 2026 |
| Aberdeen Group plc | History | Reduced | 24,863 | 814 | 0.0% | 0.0% | 134 | -672 | -2.63% | Q1 2026 | Apr 29, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 25,311 | 807 | 0.0% | 0.0% | 135 | +1,488 | 6.25% | Q1 2026 | Apr 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 24,000 | 786 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 23,584 | 772 | 0.0% | 0.0% | 137 | -3,741 | -13.69% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 23,464 | 768 | 0.0% | 0.0% | 138 | +802 | 3.54% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 22,813 | 747 | 0.0% | — | 139 | +22,813 | New | Q1 2026 | May 08, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 22,591 | 740 | 0.0% | 0.0% | 140 | +704 | 3.22% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 21,733 | 711 | 0.0% | 0.0% | 141 | +6,353 | 41.31% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 21,458 | 703 | 0.0% | 0.0% | 142 | +12,007 | 127.04% | Q1 2026 | May 15, 2026 |
| Employees Retirement System of Texas | History | No change | 21,077 | 690 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,790 | 681 | 0.0% | 0.0% | 144 | +8,056 | 63.26% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Reduced | 20,643 | 676 | 0.0% | 0.1% | 145 | -803,729 | -97.5% | Q1 2026 | May 14, 2026 |
| Dockside LLC | History | New | 20,432 | 669 | 0.17% | — | 146 | +20,432 | New | Q1 2026 | May 08, 2026 |
| SUMMER ROAD LLC | History | Added to | 20,409 | 668 | 0.47% | 0.51% | 147 | +213 | 1.05% | Q1 2026 | Apr 23, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 20,175 | 661 | 0.0% | 0.0% | 148 | +1,042 | 5.45% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | No change | 20,000 | 655 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Added to | 19,945 | 653 | 0.0% | — | 150 | +19,943 | 997150.0% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 18,886 | 618 | 0.0% | 0.0% | 151 | +946 | 5.27% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 18,811 | 616 | 0.0% | 0.0% | 152 | -302 | -1.58% | Q1 2026 | May 01, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 17,827 | 593 | 0.01% | 0.01% | 153 | -7,359 | -29.22% | Q1 2026 | Apr 08, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 18,073 | 592 | 0.01% | 0.01% | 154 | -715 | -3.81% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,957 | 588 | 0.0% | 0.0% | 155 | +10,251 | 133.03% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 17,684 | 563 | 0.1% | — | 156 | +17,684 | New | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 16,900 | 561 | 0.0% | 0.0% | 157 | +600 | 3.68% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | New | 16,572 | 542 | 0.0% | — | 158 | +16,572 | New | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 15,910 | 521 | 0.04% | — | 159 | +15,910 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 15,652 | 513 | 0.0% | 0.0% | 160 | +7,998 | 104.49% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 15,454 | 506 | 0.0% | 0.0% | 161 | -2,828 | -15.47% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 14,374 | 503 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 15,177 | 497 | 0.0% | — | 163 | +15,177 | New | Q1 2026 | Apr 22, 2026 |
| LDR Capital Management LLC | History | New | 15,054 | 493 | 0.66% | — | 164 | +15,054 | New | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 15,000 | 491 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 14,724 | 482 | 0.0% | — | 166 | +14,724 | New | Q1 2026 | May 14, 2026 |
| UniSuper Management Pty Ltd | History | No change | 14,500 | 475 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 14,287 | 468 | 0.01% | 0.01% | 168 | +2,168 | 17.89% | Q1 2026 | May 12, 2026 |
| Brevan Howard Capital Management LP | History | New | 14,087 | 461 | 0.0% | — | 169 | +14,087 | New | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 13,882 | 454 | 0.0% | 0.0% | 170 | +2,182 | 18.65% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 13,800 | 452 | 0.0% | 0.0% | 171 | -4,900 | -26.2% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | New | 13,484 | 442 | 0.01% | — | 172 | +13,484 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | New | 13,278 | 434 | 0.0% | — | 173 | +13,278 | New | Q1 2026 | Apr 15, 2026 |
| Ballentine Partners, LLC | History | New | 13,188 | 432 | 0.01% | — | 174 | +13,188 | New | Q1 2026 | May 14, 2026 |
| Machina Capital S.A.S. | History | New | 12,948 | 424 | 0.08% | — | 175 | +12,948 | New | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 12,565 | 418 | 0.01% | 0.01% | 176 | +64 | 0.51% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 12,705 | 416 | 0.0% | — | 177 | +12,705 | New | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 12,695 | 415 | 0.0% | 0.0% | 178 | +1,393 | 12.33% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 12,172 | 398 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Engineers Gate Manager LP | History | Reduced | 12,006 | 393 | 0.0% | 0.02% | 180 | -30,832 | -71.97% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 11,941 | 391 | 0.0% | — | 181 | +11,941 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,919 | 390 | 0.0% | 0.0% | 182 | +11,527 | 2940.56% | Q1 2026 | Apr 07, 2026 |
| IFM Investors Pty Ltd | History | No change | 11,510 | 377 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 11,205 | 367 | 0.02% | 0.03% | 184 | +1,679 | 17.63% | Q1 2026 | May 08, 2026 |
| NEOS Investment Management LLC | History | Added to | 10,998 | 360 | 0.0% | 0.0% | 185 | +2,970 | 37.0% | Q1 2026 | May 15, 2026 |
| Vanderbilt University | History | Added to | 10,925 | 357 | 0.07% | 0.06% | 186 | +431 | 4.11% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | Added to | 10,783 | 353 | 0.0% | 0.0% | 187 | +2,483 | 29.92% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,763 | 352 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 10,334 | 338 | 0.01% | — | 189 | +10,334 | New | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 9,854 | 333 | 0.0% | 0.0% | 190 | -10,389 | -51.32% | Q1 2026 | Apr 30, 2026 |
| EntryPoint Capital, LLC | History | New | 9,980 | 326 | 0.1% | — | 191 | +9,980 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 9,944 | 325 | 0.0% | 0.0% | 192 | +3,961 | 66.2% | Q1 2026 | May 15, 2026 |
| Perkins Coie Trust Co | History | No change | 9,868 | 323 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,857 | 322 | 0.0% | 0.0% | 194 | +1,412 | 16.72% | Q1 2026 | Apr 22, 2026 |
| SummitTX Capital, L.P. | History | New | 9,700 | 317 | 0.01% | — | 195 | +9,700 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 9,568 | 313 | 0.0% | — | 196 | +9,568 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,726 | 309 | 0.0% | 0.0% | 197 | +10,042 | 24.09% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 7,810 | 308 | 0.0% | — | 198 | +7,810 | New | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 9,239 | 302 | 0.05% | 0.16% | 199 | -10,823 | -53.95% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 9,124 | 298 | 0.0% | 0.0% | 200 | +344 | 3.92% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 9,095 | 297 | 0.0% | 0.0% | 201 | -2,310 | -20.25% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | New | 8,874 | 290 | 0.01% | — | 202 | +8,874 | New | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | New | 8,260 | 284 | 0.01% | — | 203 | +8,260 | New | Q1 2026 | Apr 09, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Added to | 8,000 | 262 | 0.03% | 0.02% | 204 | +1,005 | 14.37% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 7,936 | 259 | 0.0% | 0.0% | 205 | -162 | -2.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,653 | 250 | 0.0% | — | 206 | +7,653 | New | Q1 2026 | May 15, 2026 |
| Bull Harbor Capital LLC | History | New | 7,140 | 233 | 0.06% | — | 208 | +7,140 | New | Q1 2026 | May 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 7,139 | 233 | 0.0% | — | 207 | +7,139 | New | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 7,085 | 232 | 0.04% | 0.03% | 209 | +3,003 | 73.57% | Q1 2026 | May 11, 2026 |
| CIBC Asset Management Inc | History | No change | 7,064 | 231 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 6,890 | 229 | 0.0% | — | 211 | +6,890 | New | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | New | 6,964 | 228 | 0.01% | — | 212 | +6,964 | New | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 6,881 | 225 | 0.01% | — | 213 | +6,881 | New | Q1 2026 | Apr 16, 2026 |
| J. Goldman & Co LP | History | New | 6,800 | 222 | 0.01% | — | 214 | +6,800 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 6,713 | 219 | 0.0% | — | 215 | +6,713 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,570 | 215 | 0.01% | 0.01% | 216 | +6 | 0.09% | Q1 2026 | May 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 6,422 | 210 | 0.02% | — | 217 | +6,422 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,798 | 189 | 0.0% | 0.0% | 218 | +2,447 | 73.02% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,358 | 142 | 0.01% | 0.0% | 219 | +3,622 | 492.12% | Q1 2026 | May 07, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | History | Reduced | 3,577 | 117 | 0.0% | 0.01% | 220 | -3,156 | -46.87% | Q1 2026 | May 13, 2026 |
| Freestone Grove Partners LP | History | New | 3,517 | 115 | 0.0% | — | 221 | +3,517 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,508 | 114 | 0.0% | 0.0% | 222 | +2,126 | 153.84% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 3,450 | 113 | 0.0% | 0.0% | 223 | +580 | 20.21% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,064 | 100 | 0.0% | 0.0% | 224 | +2,300 | 301.05% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 2,933 | 96 | 0.03% | 0.02% | 225 | +1,311 | 80.83% | Q1 2026 | May 21, 2026 |
| MetLife Investment Management, LLC | History | Added to | 2,771 | 90 | 0.0% | 0.0% | 226 | +28 | 1.02% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 2,677 | 87 | 0.0% | 0.0% | 227 | +1,737 | 184.79% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 2,629 | 86 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,500 | 81 | 0.0% | 0.0% | 229 | +1,073 | 75.19% | Q1 2026 | Apr 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,360 | 77 | 0.0% | 0.02% | 231 | -15,444 | -86.74% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,370 | 77 | 0.0% | 0.0% | 230 | -1,808 | -43.27% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,235 | 73 | 0.0% | — | 232 | +2,225 | 22250.0% | Q1 2026 | May 08, 2026 |
| First Pacific Financial | History | Reduced | 2,116 | 69 | 0.01% | 0.02% | 233 | -3,171 | -59.98% | Q1 2026 | Apr 23, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 2,100 | 68 | 0.01% | 0.02% | 234 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Caitlin John, LLC | History | Added to | 2,067 | 67 | 0.04% | 0.03% | 235 | +560 | 37.16% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Reduced | 1,986 | 65 | 0.0% | 0.0% | 236 | -930 | -31.89% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,650 | 54 | 0.0% | 0.0% | 237 | +1,045 | 172.73% | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,397 | 46 | 0.0% | 0.0% | 238 | -433,756 | -99.68% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,410 | 46 | 0.0% | 0.0% | 239 | -595 | -29.68% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | New | 1,345 | 44 | 0.0% | — | 240 | +1,345 | New | Q1 2026 | May 13, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 1,283 | 42 | 0.0% | 0.0% | 241 | +49 | 3.97% | Q1 2026 | Apr 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,038 | 34 | 0.0% | 0.0% | 242 | -99 | -8.71% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Added to | 996 | 32 | 0.0% | 0.0% | 243 | +502 | 101.62% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 967 | 31 | 0.0% | 0.0% | 244 | +710 | 276.26% | Q1 2026 | Apr 06, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 776 | 25 | 0.0% | 0.0% | 245 | +625 | 413.91% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 722 | 23 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Added to | 626 | 20 | 0.01% | 0.0% | 249 | +457 | 270.41% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Added to | 621 | 20 | 0.0% | 0.0% | 248 | +237 | 61.72% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 660 | 20 | 0.0% | 0.0% | 247 | -170 | -20.48% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 599 | 19 | 0.0% | — | 251 | +599 | New | Q1 2026 | Apr 24, 2026 |
| Salomon & Ludwin, LLC | History | No change | 582 | 19 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | Reduced | 550 | 18 | 0.0% | 0.0% | 253 | -650 | -54.17% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 567 | 18 | 0.0% | 0.0% | 252 | +141 | 33.1% | Q1 2026 | May 08, 2026 |
| Founders Capital Management | History | No change | 400 | 13 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quent Capital, LLC | History | Added to | 357 | 11 | 0.0% | 0.0% | 255 | +75 | 26.6% | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 365 | 11 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rossby Financial, LCC | History | Added to | 309 | 10 | 0.0% | 0.0% | 257 | +2 | 0.65% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 302 | 9 | 0.0% | 0.0% | 259 | -953 | -75.94% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 305 | 9 | 0.0% | 0.0% | 260 | -200 | -39.6% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 283 | 9 | 0.0% | 0.0% | 261 | +189 | 201.06% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Added to | 305 | 9 | 0.0% | 0.0% | 263 | +174 | 132.82% | Q1 2026 | Apr 30, 2026 |
| ATWOOD & PALMER INC | History | No change | 300 | 9 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fairman Group, LLC | History | New | 230 | 7 | 0.01% | — | 264 | +230 | New | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 196 | 6 | 0.0% | — | 266 | +171 | 684.0% | Q1 2026 | Apr 23, 2026 |
| Activest Wealth Management | History | Added to | 194 | 6 | 0.0% | 0.0% | 265 | +142 | 273.08% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Added to | 210 | 6 | 0.0% | 0.0% | 268 | +81 | 62.79% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Added to | 196 | 6 | 0.0% | 0.0% | 267 | +13 | 7.1% | Q1 2026 | May 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 145 | 4 | 0.0% | — | 271 | +145 | New | Q1 2026 | Apr 14, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 149 | 4 | 0.0% | — | 270 | +121 | 432.14% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | No change | 130 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 107 | 3 | 0.0% | 0.0% | 272 | +2 | 1.9% | Q1 2026 | May 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 90 | 2 | 0.0% | — | 280 | +90 | New | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 86 | 2 | 0.0% | — | 279 | +86 | New | Q1 2026 | May 15, 2026 |
| CX Institutional | History | New | 52 | 2 | 0.0% | — | 278 | +52 | New | Q1 2026 | Apr 06, 2026 |
| ASSETMARK, INC | History | No change | 69 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Red Tortoise LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | New | 61 | 1 | 0.0% | — | 284 | +61 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 48 | 1 | 0.0% | — | 283 | +48 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 39 | 1 | 0.0% | — | 285 | +39 | New | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | New | 34 | 1 | 0.0% | — | 282 | +34 | New | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 33 | 1 | 0.0% | 0.0% | 281 | +3 | 10.0% | Q1 2026 | May 13, 2026 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.02% | — | -2,790,338 | -100.0% | Q1 2026 | May 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.21% | — | -407,412 | -100.0% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -152,999 | -100.0% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -117,538 | -100.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -74,179 | -100.0% | Q1 2026 | May 13, 2026 |
| GSI Capital Advisors LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -53,547 | -100.0% | Q1 2026 | May 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.09% | — | -41,193 | -100.0% | Q1 2026 | Apr 14, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Closed out | 0 | 0 | — | 0.01% | — | -38,598 | -100.0% | Q1 2026 | May 15, 2026 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -21,136 | -100.0% | Q1 2026 | May 06, 2026 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -13,847 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,553 | -100.0% | Q1 2026 | May 12, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,290 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,154 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,806 | -100.0% | Q1 2026 | May 13, 2026 |
| Crusonia Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,119 | -100.0% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,900 | -100.0% | Q1 2026 | May 15, 2026 |
| ANTIPODES PARTNERS Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,729 | -100.0% | Q1 2026 | May 05, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,948 | -100.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,439 | -100.0% | Q1 2026 | May 08, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,716 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -321 | -100.0% | Q1 2026 | May 08, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -34 | -91.89% | Q1 2026 | Apr 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 29 | 0 | — | 0.0% | — | -32 | -52.46% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 08, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Jun 02, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7 | 0 | — | — | — | -13 | -65.0% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 21, 2026 |
| Bogart Wealth, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 28, 2026 |
| Cornerstone Financial Management LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 7 | 0 | — | — | — | -12 | -63.16% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 14 | 0 | — | — | — | +11 | 366.67% | Q1 2026 | May 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 11 | 0 | — | — | — | -10 | -47.62% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 17 | 0 | — | — | — | +8 | 88.89% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +3 | 33.33% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 22, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MOTCO | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cromwell Holdings LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Dunhill Financial, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |