Lemonade, Inc. - LMND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| REX Advisers, LLC | History | New | 58,000 | 777,316 | 2.35% | — | 1 | +58,000 | New | Q1 2026 | Apr 16, 2026 |
| VANGUARD GROUP INC | History | No change | 6,305,453 | 448,822 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,968,901 | 311,450 | 0.01% | 0.01% | 3 | +19,225 | 0.39% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,262,816 | 309,032 | 0.02% | 0.02% | 4 | +777,985 | 17.35% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,018,092 | 189,174 | 0.0% | — | 5 | +3,018,092 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,981,857 | 186,902 | 0.01% | — | 6 | +2,981,857 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,950,015 | 184,906 | 0.02% | 0.01% | 7 | +1,804,259 | 157.47% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,827,916 | 177,253 | 0.02% | 0.02% | 8 | -86,948 | -2.98% | Q1 2026 | May 15, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 2,766,426 | 173,399 | 0.18% | 0.17% | 9 | -100,020 | -3.49% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,380,816 | 149,229 | 0.02% | 0.02% | 10 | +112,356 | 4.95% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,715,851 | 107,568 | 0.01% | 0.01% | 11 | +277,493 | 19.29% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,554,499 | 97,435 | 0.0% | 0.0% | 12 | +58,658 | 3.92% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,164,638 | 72,999 | 0.0% | 0.01% | 13 | -216,935 | -15.7% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 952,554 | 59,706 | 0.05% | 0.08% | 14 | +177,312 | 22.87% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 905,317 | 56,745 | 0.07% | 0.01% | 15 | +794,350 | 715.84% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 725,403 | 45,468 | 0.01% | 0.01% | 16 | -141,073 | -16.28% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 702,854 | 44,054 | 0.08% | 0.13% | 17 | -373,817 | -34.72% | Q1 2026 | May 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | New | 672,383 | 42,144 | 0.43% | — | 18 | +672,383 | New | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 669,099 | 41,939 | 0.02% | 0.02% | 19 | -196,838 | -22.73% | Q1 2026 | May 05, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 617,639 | 38,713 | 1.17% | 1.28% | 20 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 609,452 | 38,200 | 0.01% | 0.01% | 21 | +18,723 | 3.17% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 608,605 | 38,147 | 0.02% | 0.08% | 22 | -1,341,094 | -68.78% | Q1 2026 | May 15, 2026 |
| BIT Capital GmbH | History | Reduced | 583,796 | 36,592 | 1.77% | 4.86% | 23 | -1,272,797 | -68.56% | Q1 2026 | May 13, 2026 |
| Holocene Advisors, LP | History | Reduced | 553,566 | 34,697 | 0.08% | 0.12% | 24 | -229,187 | -29.28% | Q1 2026 | May 15, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 546,324 | 34,243 | 7.52% | 9.4% | 25 | -54,539 | -9.08% | Q1 2026 | Apr 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 517,347 | 32,427 | 0.0% | 0.01% | 26 | -4,910 | -0.94% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 456,540 | 28,615 | 0.01% | 0.01% | 27 | +89,279 | 24.31% | Q1 2026 | Apr 30, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 442,885 | 27,760 | 0.01% | — | 28 | +442,885 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 348,898 | 24,834 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 360,411 | 22,590 | 0.0% | 0.0% | 30 | +123,484 | 52.12% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 353,242 | 22,141 | 0.04% | 0.03% | 31 | +141,655 | 66.95% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 346,833 | 21,739 | 0.0% | 0.0% | 32 | +20,526 | 6.29% | Q1 2026 | May 05, 2026 |
| PEAK6 LLC | History | Added to | 337,261 | 21,139 | 0.05% | 0.01% | 33 | +282,583 | 516.81% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 311,309 | 19,512 | 0.09% | 0.03% | 34 | +147,987 | 90.61% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 297,738 | 18,662 | 0.08% | 0.02% | 35 | +223,567 | 301.42% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 277,810 | 17,413 | 0.02% | 0.02% | 36 | +66,409 | 31.41% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 271,024 | 16,987 | 0.12% | — | 37 | +271,024 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 269,911 | 16,918 | 0.01% | 0.0% | 38 | +201,039 | 291.9% | Q1 2026 | May 11, 2026 |
| Privium Fund Management B.V. | History | Added to | 255,259 | 15,999 | 3.33% | 3.25% | 39 | +7,000 | 2.82% | Q1 2026 | May 05, 2026 |
| Walleye Trading LLC | History | Reduced | 241,621 | 15,144 | 0.03% | 0.03% | 40 | -38,455 | -13.73% | Q1 2026 | May 08, 2026 |
| TB Alternative Assets Ltd. | History | New | 235,818 | 14,781 | 3.07% | — | 41 | +235,818 | New | Q1 2026 | Apr 16, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 211,736 | 13,271 | 0.84% | 0.38% | 42 | +132,953 | 168.76% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 206,463 | 12,941 | 0.01% | 0.0% | 43 | +165,824 | 408.04% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 191,976 | 12,033 | 0.0% | 0.0% | 44 | +73,466 | 61.99% | Q1 2026 | May 14, 2026 |
| Defiance ETFs, LLC | History | New | 185,563 | 11,631 | 0.17% | — | 45 | +185,563 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 184,339 | 11,554 | 0.01% | 0.01% | 46 | -107,367 | -36.81% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 181,827 | 11,396 | 0.0% | 0.0% | 47 | +31,877 | 21.26% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 181,510 | 11,377 | 0.0% | 0.0% | 48 | -4,133 | -2.23% | Q1 2026 | May 05, 2026 |
| Woodline Partners LP | History | New | 179,608 | 11,257 | 0.04% | — | 49 | +179,608 | New | Q1 2026 | May 15, 2026 |
| PhiloSmith Capital Corp | History | No change | 173,250 | 10,859 | 3.1% | 3.39% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 168,708 | 10,574 | 0.02% | 0.03% | 51 | -50,828 | -23.15% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 167,595 | 10,504 | 0.01% | 0.0% | 52 | +163,741 | 4248.6% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 162,900 | 10,210 | 0.01% | 0.0% | 53 | +153,800 | 1690.11% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 152,466 | 9,556 | 0.01% | 0.01% | 54 | -3,961 | -2.53% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 139,250 | 8,728 | 0.0% | 0.0% | 55 | +3,888 | 2.87% | Q1 2026 | May 15, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 131,261 | 8,227 | 0.04% | 0.04% | 56 | -1,322 | -1.0% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 123,800 | 7,759 | 0.0% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Reduced | 122,529 | 7,680 | 0.0% | 0.0% | 58 | -21,492 | -14.92% | Q1 2026 | May 12, 2026 |
| Sparta 24 Ltd. | History | Reduced | 105,728 | 6,627 | 7.58% | 10.31% | 59 | -63,610 | -37.56% | Q1 2026 | May 06, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 103,734 | 6,502 | 0.08% | 0.08% | 60 | -4,791 | -4.41% | Q1 2026 | May 15, 2026 |
| Ma Investment Partnership, LP | History | No change | 100,000 | 6,268 | 3.01% | 6.21% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 96,022 | 6,018 | 0.0% | 0.0% | 62 | +20,387 | 26.95% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 92,619 | 5,805 | 0.0% | 0.0% | 63 | -7,393 | -7.39% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 91,662 | 5,745 | 0.04% | 0.05% | 64 | +2,400 | 2.69% | Q1 2026 | May 04, 2026 |
| PDT Partners, LLC | History | Reduced | 89,507 | 5,610 | 0.33% | 0.58% | 65 | -36,250 | -28.83% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 80,800 | 5,064 | 0.14% | 0.16% | 66 | -2,000 | -2.42% | Q1 2026 | May 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 75,141 | 4,709 | 0.0% | 0.0% | 67 | -755 | -0.99% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 72,887 | 4,568 | 0.0% | 0.0% | 68 | +13,411 | 22.55% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 62,668 | 4,460 | 0.0% | 0.0% | 69 | +974 | 1.58% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 69,795 | 4,375 | 0.0% | 0.01% | 70 | -1,414,380 | -95.3% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Reduced | 69,766 | 4,372 | 0.09% | 0.11% | 71 | -8,133 | -10.44% | Q1 2026 | May 15, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 63,645 | 3,989 | 1.77% | 1.57% | 72 | -2,275 | -3.45% | Q1 2026 | May 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 62,001 | 3,886 | 0.01% | 0.02% | 73 | -27,152 | -30.46% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 61,700 | 3,867 | 0.01% | 0.02% | 74 | -11,000 | -15.13% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 61,454 | 3,851 | 0.0% | 0.0% | 75 | +39,885 | 184.92% | Q1 2026 | May 15, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 59,165 | 3,708 | 0.06% | 0.1% | 76 | -34,689 | -36.96% | Q1 2026 | May 20, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 59,000 | 3,698 | 0.0% | 0.02% | 77 | -172,100 | -74.47% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 58,596 | 3,672 | 0.0% | 0.01% | 78 | -433,182 | -88.08% | Q1 2026 | May 06, 2026 |
| Aquatic Capital Management LLC | History | Added to | 58,412 | 3,661 | 0.11% | 0.03% | 79 | +41,190 | 239.17% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 57,639 | 3,612 | 0.01% | 0.02% | 80 | -98,772 | -63.15% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 56,886 | 3,565 | 0.0% | 0.01% | 81 | -13,014 | -18.62% | Q1 2026 | May 15, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 56,644 | 3,550 | 1.18% | 1.28% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 56,336 | 3,531 | 0.0% | — | 83 | +56,336 | New | Q1 2026 | May 08, 2026 |
| NATIXIS | History | New | 53,750 | 3,369 | 0.01% | — | 84 | +53,750 | New | Q1 2026 | May 14, 2026 |
| Baader Bank Aktiengesellschaft | History | Added to | 51,500 | 3,228 | 0.25% | 0.11% | 85 | +29,858 | 137.96% | Q1 2026 | May 08, 2026 |
| Hudson Bay Capital Management LP | History | New | 50,820 | 3,185 | 0.01% | — | 86 | +50,820 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 50,806 | 3,184 | 0.0% | 0.0% | 87 | -425,554 | -89.33% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 49,937 | 3,130 | 0.0% | 0.0% | 88 | -11,005 | -18.06% | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 49,464 | 3,100 | 0.03% | — | 89 | +49,464 | New | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | Added to | 48,426 | 3,035 | 0.02% | 0.01% | 90 | +18,851 | 63.74% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 47,642 | 2,986 | 0.01% | 0.01% | 91 | +3,373 | 7.62% | Q1 2026 | May 15, 2026 |
| Clear Street Group Inc. | History | Added to | 46,804 | 2,933 | 0.01% | 0.01% | 92 | +12,413 | 36.09% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 42,648 | 2,673 | 0.01% | 0.02% | 93 | -23,426 | -35.45% | Q1 2026 | May 15, 2026 |
| CANTOR FITZGERALD, L. P. | History | Reduced | 40,123 | 2,514 | 0.04% | 0.05% | 94 | -2,344 | -5.52% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 39,562 | 2,479 | 0.0% | 0.0% | 95 | -37,469 | -48.64% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 38,430 | 2,408 | 0.05% | 0.01% | 96 | +30,184 | 366.04% | Q1 2026 | Apr 27, 2026 |
| Havemeyer Place LP | History | Added to | 36,841 | 2,309 | 0.27% | 0.14% | 97 | +26,514 | 256.74% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 36,467 | 2,285 | 0.01% | 0.01% | 98 | +5,190 | 16.59% | Q1 2026 | May 05, 2026 |
| Twin Tree Management, LP | History | New | 36,025 | 2,258 | 0.05% | — | 99 | +36,025 | New | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 35,439 | 2,221 | 0.0% | 0.0% | 100 | +3,008 | 9.28% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 34,174 | 2,142 | 0.16% | 0.2% | 101 | -358 | -1.04% | Q1 2026 | May 05, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 32,373 | 2,138 | 0.01% | 0.01% | 102 | -56,354 | -63.51% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 33,730 | 2,114 | 0.01% | 0.01% | 103 | +366 | 1.1% | Q1 2026 | May 14, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | Reduced | 31,438 | 1,970 | 0.96% | 1.14% | 104 | -2,492 | -7.34% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 31,328 | 1,964 | 0.0% | 0.0% | 105 | +18,721 | 148.5% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 29,135 | 1,826 | 0.0% | 0.01% | 106 | -46,941 | -61.7% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 29,077 | 1,824 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | New | 28,612 | 1,793 | 0.0% | — | 108 | +28,612 | New | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 27,767 | 1,740 | 0.0% | 0.01% | 109 | -196,860 | -87.64% | Q1 2026 | May 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 27,190 | 1,704 | 0.03% | 0.05% | 110 | -19,413 | -41.66% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 26,892 | 1,685 | 0.0% | — | 111 | +26,892 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 26,453 | 1,658 | 0.0% | 0.0% | 112 | -342 | -1.28% | Q1 2026 | May 12, 2026 |
| Employees Retirement System of Texas | History | Added to | 26,273 | 1,647 | 0.01% | 0.01% | 113 | +1,814 | 7.42% | Q1 2026 | May 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 25,710 | 1,611 | 0.26% | 0.07% | 114 | +21,540 | 516.55% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 25,607 | 1,605 | 0.0% | 0.0% | 115 | +3,692 | 16.85% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 24,492 | 1,535 | 0.16% | 0.28% | 116 | -31,470 | -56.23% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | New | 24,450 | 1,532 | 0.01% | — | 117 | +24,450 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 23,587 | 1,478 | 0.03% | 0.01% | 118 | +18,584 | 371.46% | Q1 2026 | May 15, 2026 |
| Blueshift Asset Management, LLC | History | Added to | 23,345 | 1,463 | 0.44% | 0.33% | 119 | +7,304 | 45.53% | Q1 2026 | May 14, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 23,168 | 1,452 | 0.22% | 0.24% | 120 | -989 | -4.09% | Q1 2026 | May 11, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 22,488 | 1,409 | 0.02% | — | 121 | +22,488 | New | Q1 2026 | May 11, 2026 |
| Illumine Investment Management, LLC | History | Reduced | 22,415 | 1,404 | 1.08% | 1.6% | 122 | -8,369 | -27.19% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | New | 21,020 | 1,317 | 0.0% | — | 123 | +21,020 | New | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,057 | 1,257 | 0.01% | 0.02% | 124 | -9,738 | -32.68% | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 19,656 | 1,232 | 0.0% | 0.0% | 125 | -58,755 | -74.93% | Q1 2026 | May 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 19,428 | 1,217 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rare Wolf Capital LLC | History | Added to | 19,090 | 1,196 | 0.77% | 0.61% | 127 | +5,282 | 38.25% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 19,001 | 1,190 | 0.0% | 0.0% | 128 | -3,076 | -13.93% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 18,500 | 1,160 | 0.0% | 0.0% | 129 | +4,200 | 29.37% | Q1 2026 | Apr 28, 2026 |
| Circle Wealth Management, LLC | History | Added to | 18,427 | 1,155 | 0.02% | 0.02% | 130 | +2,602 | 16.44% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,025 | 1,138 | 0.0% | 0.0% | 131 | +3,332 | 22.68% | Q1 2026 | May 15, 2026 |
| X-Square Capital, LLC | History | No change | 17,333 | 1,086 | 0.37% | 0.4% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 17,269 | 1,082 | 0.01% | 0.01% | 133 | -145 | -0.83% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 16,884 | 1,058 | 0.01% | 0.01% | 134 | +585 | 3.59% | Q1 2026 | Apr 29, 2026 |
| Oasis Advisors, LLC | History | Added to | 15,790 | 989 | 0.19% | 0.14% | 135 | +11,992 | 315.75% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | New | 15,656 | 981 | 0.02% | — | 136 | +15,656 | New | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 15,579 | 976 | 0.0% | — | 137 | +15,579 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 15,534 | 973 | 0.0% | 0.0% | 138 | -165 | -1.05% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 15,113 | 947 | 0.0% | 0.0% | 139 | +597 | 4.11% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 15,100 | 946 | 0.0% | 0.0% | 140 | +1,700 | 12.69% | Q1 2026 | Apr 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,076 | 944 | 0.0% | 0.0% | 141 | +6,457 | 74.92% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,526 | 942 | 0.0% | 0.0% | 142 | +2,252 | 16.97% | Q1 2026 | May 15, 2026 |
| American Assets Investment Management, LLC | History | New | 1,800 | 872 | 0.06% | — | 143 | +1,800 | New | Q1 2026 | May 11, 2026 |
| Eddie Patel Inc | History | Reduced | 13,803 | 865 | 0.66% | 0.95% | 144 | -4,094 | -22.88% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | New | 13,774 | 863 | 0.01% | — | 145 | +13,774 | New | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,748 | 862 | 0.0% | 0.0% | 146 | +5,136 | 59.64% | Q1 2026 | Apr 30, 2026 |
| Foyston, Gordon & Payne Inc | History | New | 13,333 | 835 | 0.19% | — | 147 | +13,333 | New | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,562 | 833 | 0.0% | 0.0% | 148 | +5,131 | 60.86% | Q1 2026 | Apr 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 13,135 | 823 | 0.0% | 0.0% | 149 | -18,517 | -58.5% | Q1 2026 | Apr 16, 2026 |
| Edgestream Partners, L.P. | History | New | 12,991 | 814 | 0.03% | — | 150 | +12,991 | New | Q1 2026 | May 18, 2026 |
| Pathstone Holdings, LLC | History | Added to | 12,909 | 809 | 0.0% | 0.0% | 151 | +2,959 | 29.74% | Q1 2026 | May 11, 2026 |
| Genesis Financial Group, LLC | History | No change | 12,500 | 783 | 0.49% | 0.52% | 152 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MAVERICK CAPITAL LTD | History | Reduced | 11,970 | 750 | 0.01% | 0.05% | 153 | -57,894 | -82.87% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,647 | 730 | 0.0% | 0.0% | 154 | -7,942 | -40.54% | Q1 2026 | Apr 27, 2026 |
| Sava Infond d.o.o. | History | Added to | 11,000 | 689 | 0.1% | 0.07% | 155 | +3,200 | 41.03% | Q1 2026 | May 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 10,970 | 687 | 0.01% | 0.01% | 156 | +4,012 | 57.66% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,864 | 680 | 0.01% | 0.02% | 157 | -5,260 | -32.62% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | New | 10,663 | 668 | 0.0% | — | 158 | +10,663 | New | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,466 | 656 | 0.0% | 0.0% | 159 | -200 | -1.88% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,156 | 636 | 0.0% | 0.0% | 160 | +1,245 | 13.97% | Q1 2026 | Apr 22, 2026 |
| DnB Asset Management AS | History | Reduced | 9,895 | 620 | 0.0% | 0.02% | 161 | -86,823 | -89.77% | Q1 2026 | May 14, 2026 |
| Williamson Legacy Group, LLC | History | Reduced | 9,719 | 609 | 0.46% | 0.79% | 163 | -4,461 | -31.46% | Q1 2026 | May 13, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 9,728 | 609 | 0.46% | 0.51% | 162 | -427 | -4.2% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 9,710 | 608 | 0.0% | 0.0% | 164 | +5,975 | 159.97% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 9,548 | 598 | 0.0% | 0.0% | 165 | +4,090 | 74.94% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,423 | 590 | 0.0% | 0.0% | 166 | -1,429 | -13.17% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 9,338 | 585 | 0.0% | 0.01% | 167 | -95,356 | -91.08% | Q1 2026 | May 15, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 9,210 | 577 | 0.18% | 0.18% | 168 | +900 | 10.83% | Q1 2026 | Apr 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 8,954 | 561 | 0.0% | 0.0% | 169 | -2,121 | -19.15% | Q1 2026 | Apr 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,945 | 560 | 0.0% | 0.0% | 170 | -236 | -2.57% | Q1 2026 | May 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 8,919 | 559 | 0.07% | 0.03% | 171 | +5,621 | 170.44% | Q1 2026 | Apr 27, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 8,219 | 515 | 0.0% | — | 172 | +8,219 | New | Q1 2026 | May 14, 2026 |
| CSS LLC/IL | History | Reduced | 8,000 | 501 | 0.02% | 0.05% | 173 | -6,500 | -44.83% | Q1 2026 | May 15, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 7,981 | 500 | 0.21% | 0.25% | 174 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 7,862 | 492 | 0.0% | 0.0% | 175 | +469 | 6.34% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,836 | 491 | 0.0% | 0.0% | 176 | +1,868 | 31.3% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Reduced | 7,494 | 469 | 0.0% | 0.0% | 177 | -644 | -7.91% | Q1 2026 | May 15, 2026 |
| NAVELLIER & ASSOCIATES INC | History | New | 7,112 | 445 | 0.05% | — | 178 | +7,112 | New | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,075 | 443 | 0.0% | 0.0% | 179 | -123,133 | -94.57% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 6,992 | 438 | 0.0% | 0.0% | 180 | -1,312 | -15.8% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,882 | 431 | 0.0% | 0.0% | 181 | +1,881 | 37.61% | Q1 2026 | Apr 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 6,768 | 427 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 6,703 | 420 | 0.09% | 0.11% | 183 | +3 | 0.04% | Q1 2026 | Apr 08, 2026 |
| Qsemble Capital Management, LP | History | New | 6,687 | 419 | 0.03% | — | 184 | +6,687 | New | Q1 2026 | May 07, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 6,454 | 404 | 0.0% | 0.0% | 185 | -6,107 | -48.62% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,420 | 402 | 0.0% | 0.0% | 186 | -9,696 | -60.16% | Q1 2026 | Jun 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,437 | 401 | 0.01% | 0.0% | 187 | +3,275 | 103.57% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 6,251 | 391 | 0.03% | 0.03% | 188 | +876 | 16.3% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,237 | 390 | 0.0% | 0.0% | 189 | -1,069 | -14.63% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,207 | 389 | 0.0% | 0.0% | 190 | -1,394 | -18.34% | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 6,153 | 386 | 0.02% | — | 191 | +6,153 | New | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,130 | 384 | 0.0% | 0.01% | 193 | -16,664 | -73.11% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,137 | 384 | 0.0% | 0.0% | 192 | -4,158 | -40.39% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | New | 6,000 | 376 | 0.01% | — | 194 | +6,000 | New | Q1 2026 | May 15, 2026 |
| Marathon Trading Investment Management LLC | History | New | 5,950 | 372 | 0.01% | — | 195 | +5,950 | New | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 6,220 | 365 | 0.06% | — | 196 | +6,220 | New | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 5,734 | 359 | 0.0% | 0.0% | 197 | +923 | 19.19% | Q1 2026 | May 13, 2026 |
| Aspiring Ventures, LLC | History | Added to | 5,736 | 359 | 0.11% | 0.12% | 198 | +677 | 13.38% | Q1 2026 | May 05, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 5,702 | 357 | 0.22% | 0.18% | 199 | +1,502 | 35.76% | Q1 2026 | Apr 21, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 5,935 | 336 | 0.06% | 0.18% | 200 | -6,181 | -51.02% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,326 | 333 | 0.01% | 0.01% | 201 | -291 | -5.18% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,235 | 328 | 0.0% | — | 202 | +5,235 | New | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | New | 5,235 | 328 | 0.0% | — | 203 | +5,235 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 5,222 | 327 | 0.0% | 0.0% | 204 | -6,388 | -55.02% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,200 | 326 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 5,126 | 321 | 0.02% | 0.02% | 206 | +343 | 7.17% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,111 | 320 | 0.01% | 0.01% | 207 | +194 | 3.95% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 5,097 | 319 | 0.0% | 0.01% | 208 | -20,072 | -79.75% | Q1 2026 | May 08, 2026 |
| Virtu Financial LLC | History | Reduced | 5,079 | 318 | 0.01% | 0.12% | 209 | -40,066 | -88.75% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 5,080 | 318 | 0.0% | — | 210 | +5,080 | New | Q1 2026 | May 15, 2026 |
| Worth Venture Partners, LLC | History | Added to | 5,043 | 316 | 1.0% | 2.08% | 211 | +1,001 | 24.76% | Q1 2026 | May 14, 2026 |
| Fiduciary Planning LLC | History | New | 4,947 | 310 | 0.09% | — | 212 | +4,947 | New | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,875 | 305 | 0.0% | 0.0% | 213 | -1,865 | -27.67% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,850 | 303 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 4,775 | 299 | 0.03% | 0.03% | 215 | +823 | 20.82% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 4,723 | 296 | 0.0% | 0.0% | 216 | +1,841 | 63.88% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 4,008 | 285 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 4,453 | 279 | 0.0% | 0.0% | 218 | +884 | 24.77% | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,314 | 270 | 0.03% | — | 219 | +4,314 | New | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | No change | 4,295 | 269 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,190 | 262 | 0.01% | 0.01% | 221 | +992 | 31.02% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | New | 4,170 | 261 | 0.01% | — | 222 | +4,170 | New | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Added to | 4,064 | 254 | 0.02% | 0.02% | 223 | +1,083 | 36.33% | Q1 2026 | May 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 4,042 | 253 | 0.15% | 1.37% | 224 | -35,485 | -89.77% | Q1 2026 | Apr 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,022 | 245 | 0.0% | 0.0% | 225 | +351 | 9.56% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 3,905 | 244 | 0.0% | — | 226 | +3,905 | New | Q1 2026 | May 04, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,878 | 243 | 0.0% | 0.0% | 227 | +862 | 28.58% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 3,880 | 243 | 0.0% | 0.0% | 228 | +823 | 26.92% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 3,706 | 232 | 0.0% | 0.0% | 229 | -69 | -1.83% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,692 | 231 | 0.0% | 0.0% | 230 | -342 | -8.48% | Q1 2026 | Apr 30, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 3,640 | 228 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,597 | 225 | 0.0% | 0.0% | 232 | +346 | 10.64% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,419 | 214 | 0.01% | 0.01% | 233 | -110 | -3.12% | Q1 2026 | Apr 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,393 | 212 | 0.0% | 0.0% | 234 | +82 | 2.48% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 3,355 | 210 | 0.0% | 0.0% | 236 | -1,029 | -23.47% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 3,355 | 210 | 0.0% | 0.0% | 235 | +784 | 30.49% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,271 | 204 | 0.0% | — | 238 | +3,271 | New | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | Added to | 3,257 | 204 | 0.03% | 0.01% | 237 | +2,672 | 456.75% | Q1 2026 | May 05, 2026 |
| STRS OHIO | History | Reduced | 3,100 | 194 | 0.0% | 0.0% | 239 | -1,100 | -26.19% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,941 | 184 | 0.0% | 0.0% | 240 | +1,472 | 100.2% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | New | 2,872 | 180 | 0.01% | — | 241 | +2,872 | New | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Reduced | 2,186 | 137 | 0.01% | 0.01% | 242 | -628 | -22.32% | Q1 2026 | Apr 27, 2026 |
| Activest Wealth Management | History | No change | 2,102 | 131 | 0.02% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KBC Group NV | History | No change | 2,070 | 130 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | Added to | 2,031 | 127 | 0.03% | 0.02% | 245 | +840 | 70.53% | Q1 2026 | May 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,500 | 124 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,596 | 113 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | No change | 1,580 | 112 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,698 | 103 | 0.0% | 0.0% | 249 | +674 | 65.82% | Q1 2026 | Apr 07, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,745 | 102 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,626 | 101 | 0.0% | 0.0% | 251 | -861 | -34.62% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,396 | 87 | 0.02% | — | 252 | +1,384 | 11533.33% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,360 | 85 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 1,332 | 83 | 0.01% | 0.0% | 254 | +1,107 | 492.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,354 | 82 | 0.01% | 0.01% | 255 | -800 | -37.14% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,275 | 79 | 0.0% | 0.0% | 256 | +26 | 2.08% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,234 | 77 | 0.0% | 0.0% | 257 | +52 | 4.4% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,225 | 76 | 0.0% | 0.0% | 258 | +35 | 2.94% | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | No change | 1,100 | 68 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,024 | 64 | 0.0% | 0.0% | 260 | +200 | 24.27% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | No change | 1,028 | 64 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 938 | 58 | 0.0% | 0.0% | 262 | -1,424 | -60.29% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | New | 830 | 52 | 0.0% | — | 263 | +830 | New | Q1 2026 | Apr 14, 2026 |
| Stone House Investment Management, LLC | History | New | 750 | 47 | 0.01% | — | 264 | +750 | New | Q1 2026 | Apr 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 720 | 45 | 0.0% | 0.08% | 265 | -9,980 | -93.27% | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | Added to | 733 | 45 | 0.0% | 0.0% | 267 | +411 | 127.64% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 730 | 45 | 0.0% | 0.0% | 266 | -299 | -29.06% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | New | 676 | 42 | 0.0% | — | 268 | +676 | New | Q1 2026 | May 13, 2026 |
| Rakuten Securities, Inc. | History | Added to | 552 | 34 | 0.01% | 0.0% | 269 | +356 | 181.63% | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | No change | 532 | 33 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Estabrook Capital Management | History | No change | 500 | 31 | 0.0% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STANCE CAPITAL LLC | History | New | 465 | 29 | 0.01% | — | 272 | +465 | New | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | New | 432 | 27 | 0.0% | — | 274 | +432 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 463 | 27 | 0.0% | 0.0% | 273 | +62 | 15.46% | Q1 2026 | May 15, 2026 |
| Align Financial, LLC | History | Reduced | 416 | 26 | 0.01% | 0.02% | 276 | -29,195 | -98.6% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 417 | 26 | 0.0% | 0.0% | 275 | +297 | 247.5% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 400 | 25 | 0.0% | 0.0% | 277 | +4 | 1.01% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 323 | 22 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JPL Wealth Management, LLC | History | New | 350 | 21 | 0.0% | — | 280 | +350 | New | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 342 | 21 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | New | 325 | 20 | 0.0% | — | 281 | +325 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 256 | 18 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Advisors | History | No change | 274 | 17 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 256 | 16 | 0.0% | 0.0% | 285 | -32 | -11.11% | Q1 2026 | Jun 02, 2026 |
| COMERICA BANK | History | No change | 237 | 16 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 251 | 15 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Planning Group LLC | History | New | 250 | 14 | 0.0% | — | 287 | +250 | New | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 213 | 13 | 0.0% | 0.0% | 288 | +5 | 2.4% | Q1 2026 | Apr 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 197 | 12 | 0.0% | 0.0% | 289 | -69 | -25.94% | Q1 2026 | May 04, 2026 |
| Kilter Group LLC | History | No change | 188 | 11 | 0.0% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 167 | 10 | 0.0% | 0.0% | 291 | +83 | 98.81% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 160 | 10 | 0.0% | 0.0% | 292 | +24 | 17.65% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 315 | 9 | 0.0% | — | 296 | +314 | 31400.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 150 | 9 | 0.0% | 0.0% | 294 | +124 | 476.92% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 148 | 9 | 0.0% | 0.0% | 295 | +16 | 12.12% | Q1 2026 | Apr 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 142 | 9 | 0.0% | 0.0% | 293 | -12 | -7.79% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 143 | 8 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dogwood Wealth Management LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hurley Capital, LLC | History | New | 98 | 6 | 0.0% | — | 307 | +98 | New | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Added to | 91 | 6 | 0.0% | — | 305 | +86 | 1720.0% | Q1 2026 | May 05, 2026 |