Liberty Live Holdings, Inc. - LLYVA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | History | Reduced | 15,573,731 | 1,453,326 | 0.55% | 0.48% | 1 | -330,518 | -2.08% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 10,566,450 | 994,409 | 0.68% | 0.31% | 2 | +7,066,611 | 201.91% | Q1 2026 | May 15, 2026 |
| Linonia Partnership LP | History | Added to | 8,691,647 | 811,798 | 15.08% | 15.42% | 3 | +445,978 | 5.41% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 6,725,263 | 555,947 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ValueAct Holdings, L.P. | History | Reduced | 5,338,283 | 497,996 | 8.72% | 6.35% | 5 | -65,024 | -1.2% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,485,934 | 324,774 | 0.02% | 0.02% | 6 | +271,204 | 8.44% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,466,781 | 323,852 | 0.01% | — | 7 | +3,466,781 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,230,618 | 301,888 | 0.02% | — | 8 | +3,230,618 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 2,864,122 | 267,224 | 0.0% | 0.0% | 9 | +3,406 | 0.12% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,314,195 | 216,790 | 0.12% | 0.09% | 10 | +99,489 | 4.49% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,329,487 | 216,712 | 0.13% | 0.1% | 11 | +201,970 | 9.49% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,167,722 | 199,593 | 0.01% | 0.01% | 12 | +315,796 | 17.05% | Q1 2026 | May 15, 2026 |
| Sculptor Capital LP | History | No change | 2,088,500 | 193,831 | 2.02% | 1.77% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,678,221 | 157,930 | 0.05% | 0.04% | 14 | +148,710 | 9.72% | Q1 2026 | May 06, 2026 |
| JNE Partners LLP | History | No change | 1,541,211 | 144,134 | 58.97% | 52.98% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Reduced | 1,525,473 | 143,562 | 0.43% | 0.36% | 16 | -88,193 | -5.47% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 1,354,241 | 124,211 | 0.03% | 0.01% | 17 | +1,082,384 | 398.14% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,263,307 | 118,080 | 0.01% | 0.01% | 18 | +37,724 | 3.08% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,159,148 | 108,227 | 0.0% | 0.0% | 19 | +18,209 | 1.6% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,063,846 | 100,072 | 0.01% | 0.01% | 20 | -293,929 | -21.65% | Q1 2026 | May 15, 2026 |
| Corvex Management LP | History | No change | 1,037,756 | 95,179 | 3.78% | 2.59% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 862,966 | 71,560 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Alberta Investment Management Corp | History | No change | 694,000 | 63,845 | 0.38% | 0.34% | 23 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 653,532 | 61,503 | 0.01% | 0.01% | 24 | +18,486 | 2.91% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 625,819 | 59,352 | 0.1% | 0.08% | 25 | +57,488 | 10.12% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 573,536 | 53,563 | 0.01% | 0.01% | 26 | +521 | 0.09% | Q1 2026 | May 07, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 551,918 | 51,941 | 0.04% | 0.04% | 27 | -4,692 | -0.84% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 446,008 | 41,664 | 0.01% | — | 28 | +446,008 | New | Q1 2026 | May 08, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 403,607 | 37,983 | 0.06% | 0.03% | 29 | +134,791 | 50.14% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 394,492 | 36,170 | 0.04% | 0.11% | 30 | -652,460 | -62.32% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Added to | 375,053 | 34,747 | 0.01% | 0.0% | 31 | +148,366 | 65.45% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 352,745 | 32,946 | 0.0% | 0.0% | 32 | +14,475 | 4.28% | Q1 2026 | May 14, 2026 |
| Capital International Investors | History | New | 329,930 | 31,049 | 0.01% | — | 33 | +329,930 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 339,383 | 30,152 | 0.0% | 0.0% | 34 | -9,246 | -2.65% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 313,188 | 29,231 | 0.01% | 0.01% | 35 | +902 | 0.29% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 254,163 | 23,779 | 0.0% | 0.0% | 36 | +59,810 | 30.77% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Added to | 248,526 | 23,227 | 0.16% | 0.13% | 37 | +8,242 | 3.43% | Q1 2026 | May 14, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Reduced | 229,851 | 21,631 | 2.5% | 2.68% | 38 | -39,567 | -14.69% | Q1 2026 | May 11, 2026 |
| LMR Partners LLP | History | No change | 233,632 | 21,410 | 0.05% | 0.04% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| S&CO INC | History | Added to | 225,958 | 21,142 | 1.31% | 1.15% | 40 | +1,840 | 0.82% | Q1 2026 | May 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 225,347 | 20,791 | 0.05% | 0.04% | 41 | -2,256 | -0.99% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 215,179 | 19,719 | 0.82% | 0.86% | 42 | -58,250 | -21.3% | Q1 2026 | May 14, 2026 |
| Empyrean Capital Partners, LP | History | No change | 206,550 | 19,259 | 0.63% | 0.59% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 196,490 | 18,491 | 0.1% | 0.07% | 44 | +30,000 | 18.02% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 194,849 | 18,103 | 0.03% | 0.03% | 45 | +41,203 | 26.82% | Q1 2026 | May 15, 2026 |
| Advaya LLP | History | No change | 184,500 | 17,363 | 12.08% | 10.02% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 186,100 | 17,243 | 0.03% | 0.03% | 47 | -86,774 | -31.8% | Q1 2026 | May 14, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 176,884 | 16,646 | 0.1% | 0.09% | 48 | -2,068 | -1.16% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 175,826 | 16,433 | 0.0% | 0.0% | 49 | +3,199 | 1.85% | Q1 2026 | May 05, 2026 |
| WHITEBOX ADVISORS LLC | History | New | 161,429 | 15,192 | 0.19% | — | 50 | +161,429 | New | Q1 2026 | May 15, 2026 |
| Ardmore Road Asset Management LP | History | New | 150,000 | 14,116 | 0.93% | — | 51 | +150,000 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 145,927 | 13,630 | 0.0% | 0.0% | 52 | -12,398 | -7.83% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 139,062 | 13,075 | 0.01% | 0.01% | 53 | +13,880 | 11.09% | Q1 2026 | May 13, 2026 |
| ING GROEP NV | History | Reduced | 139,000 | 12,737 | 0.08% | 0.07% | 54 | -1,100 | -0.79% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 132,442 | 12,407 | 0.0% | 0.0% | 55 | +12,832 | 10.73% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Added to | 132,789 | 12,393 | 0.0% | 0.0% | 56 | +5,663 | 4.45% | Q1 2026 | Apr 30, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 126,208 | 11,877 | 0.41% | 0.39% | 57 | -31,611 | -20.03% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 123,621 | 11,546 | 0.01% | 0.01% | 58 | +300 | 0.24% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Added to | 120,651 | 11,354 | 0.07% | 0.03% | 59 | +14,063 | 13.19% | Q1 2026 | May 15, 2026 |
| COOPER INVESTORS PTY LTD | History | New | 115,865 | 10,723 | 4.37% | — | 60 | +115,865 | New | Q1 2026 | Apr 27, 2026 |
| Hound Partners, LLC | History | New | 112,049 | 10,268 | 1.28% | — | 61 | +112,049 | New | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 102,884 | 9,587 | 0.09% | 0.09% | 62 | -4,574 | -4.26% | Q1 2026 | May 14, 2026 |
| Holocene Advisors, LP | History | No change | 100,000 | 9,411 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 94,647 | 8,775 | 0.0% | 0.0% | 64 | -1,113 | -1.16% | Q1 2026 | May 15, 2026 |
| Boussard & Gavaudan Investment Management LLP | History | No change | 90,313 | 8,135 | 0.77% | 0.56% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 86,021 | 7,886 | 0.0% | 0.0% | 66 | -7,922 | -8.43% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 85,800 | 7,862 | 0.05% | — | 67 | +85,800 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 78,319 | 7,366 | 0.0% | 0.0% | 68 | +7,272 | 10.24% | Q1 2026 | May 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 79,693 | 7,348 | 0.01% | — | 69 | +79,693 | New | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 74,582 | 6,962 | 0.01% | 0.0% | 70 | +14,789 | 24.73% | Q1 2026 | May 15, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | Reduced | 75,886 | 6,832 | 0.22% | 0.57% | 71 | -141,491 | -65.09% | Q1 2026 | May 15, 2026 |
| BISLETT MANAGEMENT, LLC | History | No change | 70,000 | 6,501 | 5.02% | 4.37% | 72 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 66,069 | 6,175 | 0.01% | 0.01% | 73 | -1,104 | -1.64% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 64,984 | 6,066 | 0.01% | 0.0% | 74 | +485 | 0.75% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 64,821 | 6,022 | 0.0% | 0.0% | 75 | +35,323 | 119.75% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 58,724 | 5,494 | 0.0% | — | 76 | +58,724 | New | Q1 2026 | May 08, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | Reduced | 59,388 | 5,474 | 2.03% | 1.87% | 77 | -279 | -0.47% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 56,937 | 5,358 | 0.0% | 0.01% | 78 | -26,875 | -32.07% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 54,449 | 5,091 | 0.0% | 0.0% | 79 | -7,912 | -12.69% | Q1 2026 | May 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 52,857 | 4,858 | 0.06% | 0.06% | 80 | -6,162 | -10.44% | Q1 2026 | Apr 21, 2026 |
| Walleye Capital LLC | History | Added to | 46,646 | 4,389 | 0.02% | 0.0% | 81 | +34,570 | 286.27% | Q1 2026 | May 13, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 47,791 | 4,379 | 1.68% | 1.45% | 82 | +1,642 | 3.56% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 47,076 | 4,334 | 0.0% | 0.0% | 83 | -67,324 | -58.85% | Q1 2026 | May 15, 2026 |
| Emmett Investment Management, LP | History | Reduced | 45,374 | 4,303 | 3.29% | 4.64% | 84 | -26,253 | -36.65% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Added to | 41,541 | 3,909 | 0.01% | 0.0% | 85 | +39,622 | 2064.72% | Q1 2026 | May 07, 2026 |
| CSS LLC/IL | History | No change | 41,755 | 3,826 | 0.18% | 0.15% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Korea Investment CORP | History | No change | 36,071 | 3,394 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 35,054 | 3,298 | 0.49% | 0.44% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 33,716 | 3,153 | 0.01% | 0.01% | 89 | +2,090 | 6.61% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 32,924 | 3,017 | 0.0% | 0.0% | 90 | -27,473 | -45.49% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 32,614 | 2,989 | 0.04% | 0.01% | 91 | +21,124 | 183.85% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Reduced | 31,249 | 2,863 | 0.01% | 0.02% | 92 | -31,415 | -50.13% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 29,880 | 2,754 | 0.0% | 0.0% | 93 | +1,473 | 5.19% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 29,005 | 2,715 | 0.0% | — | 94 | +29,005 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 29,065 | 2,713 | 0.02% | 0.02% | 95 | +870 | 3.09% | Q1 2026 | Apr 29, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | Reduced | 29,319 | 2,695 | 0.34% | 0.32% | 96 | -6,678 | -18.55% | Q1 2026 | May 14, 2026 |
| KKM Financial LLC | History | No change | 32,049 | 2,641 | 0.47% | 0.47% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Findlay Park Partners LLP | History | Reduced | 27,774 | 2,613 | 0.04% | 0.03% | 98 | -3,000 | -9.75% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 27,913 | 2,605 | 0.0% | 0.0% | 99 | -4,452 | -13.76% | Q1 2026 | May 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 27,542 | 2,567 | 0.0% | 0.01% | 100 | -13,899 | -33.54% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 27,088 | 2,518 | 0.02% | — | 101 | +27,088 | New | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 26,464 | 2,471 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| COMMERCE BANK | History | No change | 26,056 | 2,429 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 25,763 | 2,404 | 0.01% | 0.0% | 104 | +2,553 | 11.0% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 25,000 | 2,352 | 0.05% | 0.06% | 105 | -10,000 | -28.57% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 24,894 | 2,333 | 0.02% | 0.01% | 106 | +783 | 3.25% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Added to | 23,946 | 2,253 | 0.0% | 0.0% | 107 | +8,822 | 58.33% | Q1 2026 | May 14, 2026 |
| CenterBook Partners LP | History | New | 24,570 | 2,251 | 0.12% | — | 108 | +24,570 | New | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,996 | 2,249 | 0.0% | 0.0% | 109 | -44 | -0.18% | Q1 2026 | May 14, 2026 |
| Yakira Capital Management, Inc. | History | Reduced | 24,388 | 2,234 | 0.65% | 0.92% | 110 | -9,138 | -27.26% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 23,927 | 2,192 | 0.01% | 0.01% | 111 | -4,341 | -15.36% | Q1 2026 | May 05, 2026 |
| CI INVESTMENTS INC. | History | Added to | 23,064 | 2,118 | 0.01% | 0.01% | 112 | +1,366 | 6.3% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 21,735 | 2,045 | 0.0% | 0.0% | 113 | +11,662 | 115.77% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 22,973 | 1,901 | 0.0% | 0.0% | 114 | -27 | -0.12% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 23,004 | 1,884 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 19,800 | 1,847 | 0.01% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 19,751 | 1,844 | 0.01% | 0.01% | 117 | +53 | 0.27% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,845 | 1,810 | 0.0% | 0.0% | 118 | +6,690 | 55.04% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Reduced | 18,454 | 1,708 | 0.0% | 0.0% | 119 | -1,296 | -6.56% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 18,446 | 1,690 | 0.01% | 0.0% | 120 | -787 | -4.09% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 18,162 | 1,686 | 0.02% | 0.03% | 121 | -5,161 | -22.13% | Q1 2026 | May 12, 2026 |
| Bleichroeder LP | History | No change | 19,849 | 1,676 | 0.29% | 0.29% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 17,417 | 1,624 | 0.0% | 0.0% | 123 | -5,045 | -22.46% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 17,189 | 1,605 | 0.01% | 0.01% | 124 | -211 | -1.21% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,084 | 1,571 | 0.0% | 0.0% | 125 | -26,784 | -61.06% | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Added to | 16,200 | 1,524 | 0.02% | 0.01% | 126 | +7,164 | 79.28% | Q1 2026 | Apr 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 15,915 | 1,491 | 0.0% | — | 127 | +15,915 | New | Q1 2026 | May 08, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 15,189 | 1,417 | 0.26% | 0.23% | 128 | -16 | -0.11% | Q1 2026 | May 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 14,500 | 1,355 | 0.01% | 0.0% | 129 | +4,900 | 51.04% | Q1 2026 | Apr 29, 2026 |
| Deltroit Asset Management (UK) LLP | History | New | 14,350 | 1,350 | 0.22% | — | 130 | +14,350 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 14,214 | 1,336 | 0.01% | 0.01% | 131 | +261 | 1.87% | Q1 2026 | May 15, 2026 |
| Machina Capital S.A.S. | History | Reduced | 14,143 | 1,330 | 0.26% | 0.51% | 132 | -17,685 | -55.56% | Q1 2026 | May 13, 2026 |
| R.H. Dinel Investment Counsel, Inc. | History | No change | 14,117 | 1,304 | 1.05% | 0.85% | 133 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wallace Capital Management Inc. | History | Added to | 13,601 | 1,274 | 0.15% | 0.12% | 134 | +1,542 | 12.79% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 12,810 | 1,205 | 0.01% | — | 135 | +12,810 | New | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,668 | 1,180 | 0.0% | 0.0% | 136 | +556 | 4.59% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 12,059 | 1,114 | 0.0% | 0.0% | 137 | -7,628 | -38.75% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 11,765 | 1,107 | 0.0% | 0.0% | 138 | +1,655 | 16.37% | Q1 2026 | May 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 11,930 | 1,102 | 0.08% | 0.04% | 139 | +5,070 | 73.91% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,643 | 1,031 | 0.0% | 0.0% | 140 | +11,357 | 3970.98% | Q1 2026 | May 15, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 10,883 | 1,015 | 0.47% | — | 141 | +10,883 | New | Q1 2026 | Apr 16, 2026 |
| XTX Topco Ltd | History | New | 10,819 | 1,006 | 0.02% | — | 142 | +10,819 | New | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 10,552 | 986 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 10,163 | 947 | 0.0% | 0.0% | 144 | +60 | 0.59% | Q1 2026 | May 14, 2026 |
| Alpine Global Management, LLC | History | No change | 10,000 | 941 | 0.14% | 0.18% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 9,931 | 925 | 0.02% | 0.02% | 146 | +46 | 0.47% | Q1 2026 | May 14, 2026 |
| Hosking Partners LLP | History | Reduced | 9,692 | 902 | 0.03% | 0.04% | 147 | -3,707 | -27.67% | Q1 2026 | Apr 21, 2026 |
| Nilsine Partners, LLC | History | Added to | 9,586 | 899 | 0.07% | 0.06% | 148 | +1,086 | 12.78% | Q1 2026 | Apr 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 9,543 | 898 | 0.0% | 0.0% | 149 | -65 | -0.68% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,032 | 844 | 0.0% | 0.0% | 150 | -40 | -0.44% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 8,845 | 826 | 0.0% | 0.0% | 151 | -36,780 | -80.61% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,847 | 825 | 0.01% | 0.01% | 152 | +60 | 0.68% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | New | 8,972 | 822 | 0.0% | — | 153 | +8,972 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,745 | 816 | 0.0% | 0.0% | 154 | -3,925 | -30.98% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 7,939 | 747 | 0.14% | 0.13% | 155 | -168 | -2.07% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 7,972 | 739 | 0.0% | 0.0% | 156 | +3,392 | 74.06% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 7,663 | 710 | 0.0% | 0.0% | 157 | -10,624 | -58.1% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,204 | 677 | 0.0% | 0.0% | 158 | +634 | 9.65% | Q1 2026 | Apr 22, 2026 |
| Choate Investment Advisors | History | No change | 7,005 | 659 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,692 | 629 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | New | 6,758 | 627 | 0.02% | — | 161 | +6,758 | New | Q1 2026 | May 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 6,318 | 588 | 0.42% | 0.39% | 162 | -604 | -8.73% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 6,233 | 579 | 0.0% | 0.0% | 163 | +3,724 | 148.43% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 14,345 | 548 | 0.0% | — | 164 | +14,345 | New | Q1 2026 | May 14, 2026 |
| CIBRA Capital Ltd | History | New | 5,962 | 546 | 0.26% | — | 166 | +5,962 | New | Q1 2026 | Apr 24, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 5,871 | 546 | 0.01% | 0.0% | 165 | +2,127 | 56.81% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 5,735 | 534 | 0.01% | 0.01% | 167 | +204 | 3.69% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 5,626 | 529 | 0.0% | — | 168 | +5,626 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 5,569 | 524 | 0.0% | 0.0% | 169 | +341 | 6.52% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,396 | 508 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 5,203 | 489 | 0.06% | 0.09% | 171 | -4,281 | -45.14% | Q1 2026 | May 11, 2026 |
| Fractal Investments LLC | History | No change | 5,143 | 484 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 5,262 | 482 | 0.0% | — | 173 | +5,262 | New | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,085 | 465 | 0.0% | — | 174 | +5,085 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,715 | 440 | 0.0% | 0.0% | 175 | +501 | 11.89% | Q1 2026 | May 08, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 4,625 | 435 | 0.13% | 0.12% | 176 | +3 | 0.06% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Wealth | History | New | 4,565 | 429 | 0.0% | — | 178 | +4,565 | New | Q1 2026 | May 14, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | No change | 5,268 | 429 | 1.11% | 1.11% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,503 | 423 | 0.0% | 0.0% | 179 | +561 | 14.23% | Q1 2026 | May 14, 2026 |
| Congress Park Capital LLC | History | New | 4,375 | 411 | 0.13% | — | 180 | +4,375 | New | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Reduced | 3,927 | 369 | 0.0% | 0.0% | 181 | -369 | -8.59% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 3,808 | 358 | 0.01% | 0.01% | 182 | +55 | 1.47% | Q1 2026 | Apr 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 3,658 | 344 | 0.0% | — | 183 | +3,658 | New | Q1 2026 | May 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 3,553 | 331 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 3,512 | 330 | 0.0% | 0.0% | 185 | +136 | 4.03% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 3,529 | 328 | 0.0% | 0.0% | 186 | +255 | 7.79% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | New | 3,479 | 327 | 0.0% | — | 188 | +3,479 | New | Q1 2026 | May 13, 2026 |
| Walleye Partners, LLC | History | No change | 3,480 | 327 | 0.4% | 0.32% | 187 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,267 | 307 | 0.0% | 0.0% | 189 | +39 | 1.21% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 3,165 | 297 | 0.0% | 0.0% | 190 | -5,132 | -61.85% | Q1 2026 | May 06, 2026 |
| Third View Private Wealth, LLC | History | Added to | 3,147 | 296 | 0.04% | 0.03% | 191 | +235 | 8.07% | Q1 2026 | Apr 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 3,003 | 282 | 0.0% | 0.0% | 192 | +112 | 3.87% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 2,995 | 281 | 0.01% | 0.01% | 193 | -113 | -3.64% | Q1 2026 | May 06, 2026 |
| Moran Wealth Management, LLC | History | New | 2,994 | 274 | 0.01% | — | 194 | +2,994 | New | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,830 | 266 | 0.0% | 0.0% | 195 | -1 | -0.04% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,863 | 265 | 0.0% | 0.0% | 196 | +429 | 17.63% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,769 | 260 | 0.0% | 0.0% | 197 | -567 | -17.0% | Q1 2026 | May 12, 2026 |
| National Philanthropic Trust | History | No change | 2,715 | 255 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fort Henry Capital, LLC | History | No change | 2,699 | 254 | 0.15% | 0.14% | 199 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bridgewater Associates, LP | History | New | 2,697 | 253 | 0.0% | — | 201 | +2,697 | New | Q1 2026 | May 15, 2026 |
| Aspen Grove Capital, LLC | History | No change | 2,763 | 253 | 0.05% | 0.04% | 200 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 2,575 | 242 | 0.0% | 0.0% | 203 | -444 | -14.71% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,598 | 242 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,569 | 241 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Utah Retirement Systems | History | Added to | 2,558 | 240 | 0.0% | 0.0% | 205 | +140 | 5.79% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | New | 2,509 | 236 | 0.0% | — | 206 | +2,509 | New | Q1 2026 | May 14, 2026 |
| Farringdon Capital, Ltd. | History | New | 2,540 | 232 | 0.05% | — | 207 | +2,540 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,403 | 224 | 0.0% | — | 208 | +2,401 | 120050.0% | Q1 2026 | May 01, 2026 |
| Proficio Capital Partners LLC | History | New | 2,375 | 217 | 0.01% | — | 210 | +2,375 | New | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 2,185 | 217 | 0.0% | — | 209 | +2,185 | New | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,282 | 215 | 0.0% | 0.0% | 211 | -913 | -28.58% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,277 | 212 | 0.0% | 0.01% | 212 | -1,703 | -42.79% | Q1 2026 | Apr 22, 2026 |
| Optas, LLC | History | New | 2,231 | 209 | 0.03% | — | 213 | +2,231 | New | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 2,185 | 205 | 0.0% | — | 214 | +2,185 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,023 | 187 | 0.0% | 0.0% | 215 | +206 | 11.34% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 2,199 | 182 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,154 | 178 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | Reduced | 1,882 | 175 | 0.01% | 0.01% | 218 | -42 | -2.18% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,785 | 168 | 0.0% | 0.0% | 219 | +152 | 9.31% | Q1 2026 | May 06, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,734 | 159 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| STRS OHIO | History | Added to | 1,623 | 151 | 0.0% | 0.0% | 221 | +55 | 3.51% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,570 | 144 | 0.0% | 0.0% | 222 | +2 | 0.13% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,547 | 143 | 0.01% | 0.01% | 223 | +523 | 51.07% | Q1 2026 | Apr 06, 2026 |
| MetLife Investment Management, LLC | History | Added to | 1,111 | 103 | 0.0% | 0.0% | 224 | +41 | 3.83% | Q1 2026 | May 14, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 1,065 | 99 | 0.06% | 0.05% | 225 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,031 | 96 | 0.0% | 0.0% | 226 | +204 | 24.67% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,020 | 94 | 0.0% | 0.0% | 227 | +306 | 42.86% | Q1 2026 | Apr 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 968 | 90 | 0.07% | 0.06% | 228 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 866 | 81 | 0.01% | — | 229 | +866 | New | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 857 | 79 | 0.0% | 0.0% | 230 | -71 | -7.65% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 772 | 71 | 0.0% | 0.0% | 231 | -111 | -12.57% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 731 | 67 | 0.0% | 0.0% | 232 | -1,503 | -67.28% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 684 | 64 | 0.0% | — | 233 | +684 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 679 | 63 | 0.0% | — | 234 | +679 | New | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 671 | 61 | 0.0% | 0.0% | 235 | +22 | 3.39% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 641 | 59 | 0.0% | 0.0% | 236 | +2 | 0.31% | Q1 2026 | Apr 07, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 564 | 54 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Central Pacific Bank - Trust Division | History | New | 570 | 52 | 0.01% | — | 238 | +570 | New | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 527 | 49 | 0.0% | 0.0% | 239 | +235 | 80.48% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 708 | 48 | 0.02% | — | 242 | +708 | New | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 585 | 48 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | No change | 589 | 48 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 483 | 45 | 0.0% | — | 243 | +483 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 487 | 44 | 0.0% | — | 244 | +487 | New | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 478 | 43 | 0.0% | 0.0% | 245 | -66 | -12.13% | Q1 2026 | May 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 450 | 41 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 429 | 40 | 0.0% | — | 248 | +429 | New | Q1 2026 | May 19, 2026 |
| Larson Financial Group LLC | History | No change | 437 | 40 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 395 | 36 | 0.0% | 0.0% | 249 | +275 | 229.17% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 410 | 36 | 0.0% | 0.0% | 250 | -23 | -5.31% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 423 | 34 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 333 | 31 | 0.0% | — | 253 | +333 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 340 | 31 | 0.0% | 0.0% | 252 | +146 | 75.26% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 327 | 30 | 0.0% | 0.0% | 254 | +43 | 15.14% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 299 | 28 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 316 | 28 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 264 | 24 | 0.01% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 266 | 22 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 233 | 21 | 0.0% | 0.0% | 259 | +15 | 6.88% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 224 | 20 | 0.0% | 0.0% | 260 | +32 | 16.67% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 213 | 19 | 0.0% | 0.0% | 261 | -2 | -0.93% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 190 | 17 | 0.0% | 0.0% | 262 | +111 | 140.51% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Reduced | 159 | 15 | 0.01% | 0.01% | 263 | -87 | -35.37% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 140 | 13 | 0.0% | 0.0% | 264 | -58 | -29.29% | Q1 2026 | May 06, 2026 |
| Community Financial Services Group, LLC | History | New | 118 | 11 | 0.0% | — | 266 | +118 | New | Q1 2026 | Apr 08, 2026 |
| Westfuller Advisors, LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 109 | 10 | 0.0% | 0.0% | 267 | +79 | 263.33% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | Reduced | 111 | 10 | 0.0% | 0.0% | 268 | -74 | -40.0% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 86 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 85 | 7 | 0.0% | 0.0% | 270 | -15 | -15.0% | Q1 2026 | Apr 27, 2026 |
| Fortis Group Advisors, LLC | History | No change | 78 | 7 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 73 | 6 | 0.0% | — | 274 | +73 | New | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | No change | 76 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 64 | 6 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 56 | 5 | 0.0% | — | 278 | +56 | New | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 54 | 5 | 0.0% | 0.0% | 275 | +29 | 116.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 61 | 5 | 0.0% | 0.0% | 276 | +6 | 10.91% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 61 | 5 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 53 | 4 | 0.0% | — | 282 | +53 | New | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 51 | 4 | 0.0% | — | 283 | +51 | New | Q1 2026 | Apr 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 47 | 4 | 0.0% | — | 280 | +43 | 1075.0% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 45 | 4 | 0.0% | — | 281 | +36 | 400.0% | Q1 2026 | Apr 24, 2026 |
| Costello Asset Management, INC | History | No change | 50 | 4 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | New | 39 | 3 | 0.0% | — | 287 | +39 | New | Q1 2026 | May 12, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 38 | 3 | 0.0% | — | 288 | +38 | New | Q1 2026 | May 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 32 | 3 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Valued Wealth Advisors LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | New | 24 | 2 | 0.0% | — | 293 | +24 | New | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 23 | 2 | 0.0% | — | 294 | +23 | New | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Added to | 26 | 2 | 0.0% | — | 292 | +15 | 136.36% | Q1 2026 | May 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 27 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 22 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 21 | 1 | 0.0% | 0.0% | 300 | -27 | -56.25% | Q1 2026 | Apr 13, 2026 |
| Richardson Capital Management LLC | History | New | 19 | 1 | 0.0% | — | 311 | +19 | New | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 19 | 1 | 0.0% | — | 312 | +19 | New | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | New | 17 | 1 | 0.0% | — | 309 | +17 | New | Q1 2026 | May 11, 2026 |
| Marquette Asset Management, LLC | History | New | 17 | 1 | 0.0% | — | 310 | +17 | New | Q1 2026 | Apr 23, 2026 |
| Kimelman & Baird, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 298 | -16 | -50.0% | Q1 2026 | May 13, 2026 |