LINCOLN NATIONAL CORP - LNC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 19,741,163 | 879,073 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bain Capital Prairie, LLC | History | No change | 18,759,497 | 665,962 | 100.0% | 100.0% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 18,498,104 | 656,682 | 0.01% | 0.01% | 3 | -54,565 | -0.29% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 10,409,654 | 369,542 | 0.02% | — | 4 | +10,409,654 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 8,270,901 | 293,616 | 0.01% | — | 5 | +8,270,901 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,755,506 | 275,304 | 0.06% | 0.06% | 6 | +1,522,179 | 24.42% | Q1 2026 | May 07, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 5,881,332 | 209,782 | 0.07% | 0.08% | 7 | -6,509 | -0.11% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 5,891,295 | 209,140 | 0.01% | 0.01% | 8 | -4,477 | -0.08% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 4,427,949 | 157,193 | 0.02% | 0.03% | 9 | -780,407 | -14.98% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 3,823,152 | 135,721 | 0.09% | 0.1% | 10 | +141,994 | 3.86% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 3,692,842 | 131,096 | 0.01% | 0.01% | 11 | -370,061 | -9.11% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,159,019 | 112,172 | 0.01% | 0.01% | 12 | +199,824 | 6.75% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 2,270,699 | 101,114 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 2,560,096 | 90,883 | 0.2% | 0.25% | 14 | -12,840 | -0.5% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,280,576 | 80,960 | 0.04% | 0.05% | 15 | -31,678 | -1.37% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,135,814 | 75,821 | 0.01% | 0.01% | 16 | +57,830 | 2.78% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,128,355 | 75,556 | 0.05% | 0.15% | 17 | -2,656,015 | -55.51% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,085,619 | 74,039 | 0.1% | 0.11% | 18 | +54,097 | 2.66% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,852,532 | 65,764 | 0.01% | 0.01% | 19 | -90,670 | -4.67% | Q1 2026 | May 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 1,796,671 | 63,781 | 0.34% | 0.26% | 20 | +1,081,038 | 151.06% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,785,407 | 63,381 | 0.01% | 0.01% | 21 | +56,266 | 3.25% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,778,894 | 63,150 | 0.01% | 0.01% | 22 | -19,025 | -1.06% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 1,653,157 | 58,687 | 0.01% | 0.01% | 23 | -240,324 | -12.69% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,550,433 | 55,040 | 0.01% | 0.01% | 24 | +61,044 | 4.1% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,541,270 | 54,715 | 0.01% | 0.01% | 25 | +160,212 | 11.6% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,534,529 | 54,475 | 0.01% | 0.0% | 26 | +835,332 | 119.47% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,499,854 | 53,156 | 0.03% | 0.03% | 27 | +139,267 | 10.24% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,465,981 | 52,042 | 0.03% | 0.02% | 28 | +662,152 | 82.37% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,428,845 | 50,723 | 0.0% | 0.0% | 29 | +64,403 | 4.72% | Q1 2026 | May 15, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 1,361,885 | 48,267 | 3.49% | 2.06% | 30 | +778,108 | 133.29% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,318,341 | 46,801 | 0.02% | 0.02% | 31 | +29,013 | 2.25% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,067,314 | 37,889 | 0.01% | — | 32 | +1,067,314 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 949,003 | 33,689 | 0.0% | 0.0% | 33 | +264,512 | 38.64% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 927,439 | 32,404 | 0.01% | 0.03% | 34 | -286,747 | -23.62% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 898,106 | 31,882 | 0.02% | 0.01% | 35 | +567,661 | 171.79% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 729,651 | 25,902 | 0.06% | 0.02% | 36 | +548,251 | 302.23% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 708,814 | 25,162 | 0.0% | 0.01% | 37 | -38,105 | -5.1% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 683,074 | 24,249 | 0.01% | 0.01% | 38 | +31,841 | 4.89% | Q1 2026 | May 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 683,040 | 24,247 | 0.01% | 0.0% | 39 | +570,884 | 509.01% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 652,247 | 23,154 | 0.06% | 0.02% | 40 | +486,970 | 294.64% | Q1 2026 | May 14, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 641,796 | 22,783 | 0.06% | 0.07% | 41 | +111,103 | 20.94% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 604,750 | 21,468 | 0.07% | 0.09% | 42 | +19,642 | 3.36% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 585,165 | 20,773 | 0.24% | 0.3% | 43 | +11,460 | 2.0% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 583,257 | 20,705 | 0.03% | 0.02% | 44 | +402,783 | 223.18% | Q1 2026 | May 15, 2026 |
| MILLER VALUE PARTNERS, LLC | History | Added to | 570,690 | 20,259 | 5.29% | 7.92% | 45 | +65,929 | 13.06% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 557,620 | 19,795 | 0.01% | 0.0% | 46 | +368,630 | 195.05% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Added to | 548,788 | 19,481 | 0.08% | 0.11% | 47 | +30,785 | 5.94% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 542,220 | 19,107 | 0.03% | 0.04% | 48 | +17,577 | 3.35% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 535,731 | 19,018 | 0.0% | 0.01% | 49 | -21,668 | -3.89% | Q1 2026 | May 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 530,251 | 18,823 | 0.03% | — | 50 | +530,251 | New | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 522,832 | 18,561 | 0.02% | 0.02% | 51 | +45,549 | 9.54% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 506,218 | 17,970 | 0.0% | 0.0% | 52 | +16,069 | 3.28% | Q1 2026 | May 13, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 487,155 | 17,294 | 0.06% | 0.06% | 53 | +106,931 | 28.12% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 465,647 | 16,530 | 0.08% | 0.1% | 54 | +13,343 | 2.95% | Q1 2026 | May 14, 2026 |
| Interval Partners, LP | History | Reduced | 448,638 | 15,926 | 0.42% | 0.49% | 55 | -167,853 | -27.23% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 437,112 | 15,517 | 0.0% | 0.0% | 56 | -39,213 | -8.23% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 431,487 | 15,317 | 0.03% | 0.02% | 57 | +194,108 | 81.77% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 428,310 | 15,205 | 0.03% | 0.03% | 58 | +18,374 | 4.48% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 407,976 | 14,483 | 0.01% | 0.01% | 59 | +7,841 | 1.96% | Q1 2026 | May 12, 2026 |
| Cander Asset Management LP | History | New | 392,881 | 13,947 | 2.5% | — | 60 | +392,881 | New | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 372,851 | 13,235 | 0.33% | 0.64% | 61 | -156,002 | -29.5% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 369,000 | 13,099 | 0.02% | 0.01% | 62 | +266,300 | 259.3% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 366,763 | 13,020 | 0.01% | 0.02% | 63 | +25,033 | 7.33% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 362,521 | 12,869 | 0.0% | 0.0% | 64 | +70,636 | 24.2% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 341,867 | 12,136 | 0.02% | 0.01% | 65 | +175,667 | 105.7% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 341,264 | 12,114 | 0.0% | 0.0% | 66 | +16,506 | 5.08% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | Added to | 338,200 | 12,006 | 0.01% | 0.01% | 67 | +1,800 | 0.54% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 332,120 | 11,790 | 0.01% | 0.01% | 68 | +30 | 0.01% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 262,135 | 11,672 | 0.0% | 0.0% | 69 | +76,774 | 41.42% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 299,412 | 10,629 | 0.03% | 0.02% | 70 | +94,009 | 45.77% | Q1 2026 | Apr 22, 2026 |
| IMC-Chicago, LLC | History | Added to | 297,100 | 10,547 | 0.0% | 0.0% | 71 | +85,200 | 40.21% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 285,249 | 10,126 | 0.01% | 0.01% | 72 | -240 | -0.08% | Q1 2026 | May 12, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | New | 285,000 | 10,117 | 2.93% | — | 73 | +285,000 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 287,265 | 9,790 | 0.0% | 0.0% | 74 | +70,008 | 32.22% | Q1 2026 | May 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 275,629 | 9,784 | 0.07% | 0.12% | 75 | -87,755 | -24.15% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 261,751 | 9,292 | 0.03% | 0.03% | 76 | +10,899 | 4.34% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 261,353 | 9,278 | 0.0% | 0.0% | 77 | -100,361 | -27.75% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 253,555 | 9,001 | 0.06% | 0.03% | 78 | +94,035 | 58.95% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 236,312 | 8,389 | 0.11% | 0.12% | 79 | +30,208 | 14.66% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 235,936 | 8,375 | 0.0% | 0.0% | 80 | +113,781 | 93.14% | Q1 2026 | May 11, 2026 |
| Bridgewater Associates, LP | History | Reduced | 225,339 | 7,999 | 0.04% | 0.04% | 81 | -18,962 | -7.76% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 222,848 | 7,911 | 0.04% | 0.04% | 82 | +36,144 | 19.36% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 219,577 | 7,794 | 1.83% | 2.35% | 83 | +12 | 0.01% | Q1 2026 | May 07, 2026 |
| Jump Financial, LLC | History | Added to | 213,700 | 7,586 | 0.1% | 0.01% | 85 | +202,338 | 1780.83% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Added to | 213,700 | 7,586 | 0.16% | 0.05% | 84 | +91,400 | 74.73% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 213,491 | 7,578 | 0.01% | 0.01% | 86 | +76,651 | 56.02% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 208,696 | 7,408 | 0.01% | 0.01% | 87 | -25,068 | -10.72% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 201,794 | 7,403 | 0.02% | 0.0% | 88 | +151,045 | 297.63% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 203,973 | 7,241 | 0.01% | 0.01% | 89 | +41,345 | 25.42% | Q1 2026 | May 06, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 200,801 | 7,128 | 0.01% | 0.04% | 90 | -668,080 | -76.89% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 198,336 | 7,040 | 0.01% | 0.01% | 91 | +37,812 | 23.56% | Q1 2026 | May 15, 2026 |
| Access Investment Management LLC | History | No change | 196,500 | 6,975 | 1.86% | 2.13% | 92 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 191,669 | 6,804 | 0.01% | 0.02% | 93 | -5,443 | -2.76% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 190,592 | 6,766 | 0.01% | 0.01% | 94 | +42,078 | 28.33% | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 186,556 | 6,622 | 0.01% | 0.01% | 95 | -57,834 | -23.66% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 182,420 | 6,476 | 0.01% | 0.02% | 96 | -89,973 | -33.03% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 179,689 | 6,378 | 0.0% | 0.01% | 97 | -30,366 | -14.46% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Reduced | 177,561 | 6,303 | 0.01% | 0.02% | 98 | -180,739 | -50.44% | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 167,582 | 5,949 | 0.01% | 0.01% | 99 | -19,018 | -10.19% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 160,427 | 5,695 | 0.0% | 0.0% | 100 | -17,405 | -9.79% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 156,071 | 5,540 | 0.01% | 0.01% | 101 | +1,149 | 0.74% | Q1 2026 | Apr 21, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 154,823 | 5,501 | 0.01% | 0.01% | 102 | -25,638 | -14.21% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 152,320 | 5,407 | 0.0% | — | 103 | +152,320 | New | Q1 2026 | May 08, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 151,350 | 5,372 | 0.03% | 0.03% | 104 | -10,649 | -6.57% | Q1 2026 | May 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 145,099 | 5,151 | 0.08% | 0.11% | 105 | -11,300 | -7.23% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 143,550 | 5,096 | 0.01% | 0.01% | 106 | -4,634 | -3.13% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 142,252 | 5,050 | 0.01% | 0.01% | 107 | +3,842 | 2.78% | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 140,126 | 4,974 | 0.02% | 0.05% | 108 | -164,735 | -54.04% | Q1 2026 | May 15, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 139,786 | 4,946 | 0.38% | 1.32% | 109 | -341,498 | -70.96% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 136,222 | 4,835 | 0.01% | 0.01% | 110 | -22,854 | -14.37% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 135,974 | 4,827 | 0.02% | 0.02% | 111 | +15,388 | 12.76% | Q1 2026 | May 13, 2026 |
| Loudon Investment Management, LLC | History | No change | 135,489 | 4,809 | 2.59% | 3.15% | 112 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 134,669 | 4,780 | 0.0% | 0.0% | 113 | +12,960 | 10.65% | Q1 2026 | May 04, 2026 |
| Brevan Howard Capital Management LP | History | New | 132,418 | 4,700 | 0.04% | — | 114 | +132,418 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 129,876 | 4,610 | 0.0% | 0.0% | 115 | -2,528 | -1.91% | Q1 2026 | May 08, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 125,529 | 4,456 | 0.04% | 0.06% | 116 | -32,620 | -20.63% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 124,115 | 4,406 | 0.01% | 0.0% | 117 | +37,204 | 42.81% | Q1 2026 | May 15, 2026 |
| ICON ADVISERS INC/CO | History | No change | 118,450 | 4,204 | 0.97% | 1.14% | 118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Added to | 117,408 | 4,167 | 0.15% | 0.17% | 119 | +10,925 | 10.26% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 116,662 | 4,141 | 0.02% | 0.01% | 120 | +6,185 | 5.6% | Q1 2026 | May 14, 2026 |
| RK Asset Management, LLC | History | No change | 92,280 | 4,109 | 3.88% | 3.88% | 121 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 114,958 | 4,081 | 0.02% | 0.02% | 122 | +639 | 0.56% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 113,793 | 4,039 | 0.0% | 0.0% | 123 | +20,588 | 22.09% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 111,553 | 3,960 | 0.0% | — | 124 | +111,553 | New | Q1 2026 | May 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 82,600 | 3,678 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 103,301 | 3,667 | 0.01% | 0.0% | 126 | +76,942 | 291.9% | Q1 2026 | May 01, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 101,781 | 3,613 | 0.0% | 0.0% | 127 | -28,421 | -21.83% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 101,155 | 3,590 | 0.01% | 0.01% | 128 | +38,593 | 61.69% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 100,440 | 3,565 | 0.0% | 0.01% | 129 | +5,540 | 5.84% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 100,418 | 3,564 | 0.0% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 99,433 | 3,529 | 0.0% | 0.0% | 131 | -103,509 | -51.0% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 98,730 | 3,505 | 0.01% | 0.01% | 132 | +1,278 | 1.31% | Q1 2026 | Apr 30, 2026 |
| Waterloo Capital, L.P. | History | Added to | 97,764 | 3,470 | 0.24% | 0.31% | 133 | +592 | 0.61% | Q1 2026 | May 12, 2026 |
| Collar Capital Management, LLC | History | Added to | 97,208 | 3,450 | 2.23% | 2.73% | 134 | +5,477 | 5.97% | Q1 2026 | May 14, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | No change | 71,088 | 3,213 | 3.04% | 3.04% | 135 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 89,419 | 3,174 | 0.01% | 0.01% | 136 | -4,647 | -4.94% | Q1 2026 | May 15, 2026 |
| Vest Financial, LLC | History | Reduced | 87,951 | 3,122 | 0.04% | 0.23% | 138 | -325,477 | -78.73% | Q1 2026 | Apr 23, 2026 |
| Hedeker Wealth, LLC | History | Added to | 87,955 | 3,122 | 0.66% | 0.81% | 137 | +968 | 1.11% | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 91,294 | 3,111 | 0.0% | 0.01% | 139 | -56,897 | -38.39% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 86,909 | 3,085 | 0.0% | 0.0% | 140 | +11,895 | 15.86% | Q1 2026 | May 13, 2026 |
| Woodline Partners LP | History | New | 86,313 | 3,064 | 0.01% | — | 141 | +86,313 | New | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 84,920 | 3,014 | 0.01% | 0.01% | 142 | -36,886 | -30.28% | Q1 2026 | May 12, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | Reduced | 84,154 | 2,987 | 3.17% | 6.68% | 143 | -69,956 | -45.39% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 83,397 | 2,960 | 0.03% | 0.04% | 144 | -2,623 | -3.05% | Q1 2026 | Apr 20, 2026 |
| SummitTX Capital, L.P. | History | Added to | 83,181 | 2,952 | 0.09% | 0.07% | 145 | +27,376 | 49.06% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 82,570 | 2,931 | 0.09% | 0.64% | 146 | -368,408 | -81.69% | Q1 2026 | May 11, 2026 |
| WINTON GROUP Ltd | History | New | 80,791 | 2,868 | 0.1% | — | 147 | +80,791 | New | Q1 2026 | May 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 77,353 | 2,746 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 76,829 | 2,727 | 0.0% | 0.0% | 149 | +25,967 | 51.05% | Q1 2026 | May 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 75,000 | 2,662 | 0.05% | 0.06% | 150 | -2,400 | -3.1% | Q1 2026 | Apr 20, 2026 |
| Prana Capital Management, LP | History | New | 73,100 | 2,595 | 0.08% | — | 151 | +73,100 | New | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 72,902 | 2,588 | 0.01% | 0.01% | 152 | +1,558 | 2.18% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Added to | 68,391 | 2,580 | 0.18% | 0.21% | 153 | +3,866 | 5.99% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | New | 71,846 | 2,550 | 0.33% | — | 154 | +71,846 | New | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 70,020 | 2,485 | 0.02% | — | 155 | +70,020 | New | Q1 2026 | May 14, 2026 |
| CenterStar Asset Management, LLC | History | New | 67,387 | 2,391 | 0.3% | — | 156 | +67,387 | New | Q1 2026 | May 01, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 66,337 | 2,354 | 0.14% | 0.18% | 157 | -1,580 | -2.33% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 65,929 | 2,340 | 0.15% | 0.09% | 158 | +42,476 | 181.11% | Q1 2026 | May 08, 2026 |
| WOODSTOCK CORP | History | Reduced | 65,728 | 2,333 | 0.21% | 0.25% | 159 | -765 | -1.15% | Q1 2026 | Apr 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 65,599 | 2,328 | 0.01% | 0.01% | 160 | +9,201 | 16.31% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 64,748 | 2,298 | 0.0% | 0.0% | 161 | -28,928 | -30.88% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 63,254 | 2,245 | 0.01% | 0.01% | 162 | +15,607 | 32.76% | Q1 2026 | Apr 30, 2026 |
| Vinva Investment Management Ltd | History | Added to | 45,098 | 2,242 | 0.03% | 0.0% | 163 | +40,243 | 828.9% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 65,374 | 2,234 | 0.0% | 0.0% | 164 | +18,904 | 40.68% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 62,525 | 2,219 | 0.16% | 0.2% | 165 | +1,835 | 3.02% | Q1 2026 | Apr 20, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 84,525 | 2,209 | 0.64% | 0.61% | 166 | -7,000 | -7.65% | Q1 2026 | Apr 23, 2026 |
| Numerai GP LLC | History | New | 62,053 | 2,202 | 0.22% | — | 167 | +62,053 | New | Q1 2026 | May 15, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 60,199 | 2,137 | 0.32% | 0.41% | 168 | +55 | 0.09% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 59,933 | 2,127 | 0.01% | 0.01% | 169 | +4,683 | 8.48% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 59,087 | 2,097 | 0.0% | 0.0% | 170 | +18,626 | 46.03% | Q1 2026 | May 05, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 58,752 | 2,085 | 1.04% | 1.5% | 171 | +2,706 | 4.83% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 46,015 | 2,049 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 57,418 | 2,038 | 0.04% | 0.04% | 173 | -2,777 | -4.61% | Q1 2026 | Apr 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 57,264 | 2,032 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Added to | 56,732 | 2,014 | 0.02% | 0.02% | 175 | +64 | 0.11% | Q1 2026 | May 08, 2026 |
| Entropy Technologies, LP | History | New | 56,675 | 2,011 | 0.09% | — | 176 | +56,675 | New | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 56,083 | 1,990 | 0.01% | 0.01% | 177 | +1,071 | 1.95% | Q1 2026 | May 05, 2026 |
| M Holdings Securities, Inc. | History | Added to | 56,076 | 1,953 | 0.13% | 0.13% | 178 | +16,561 | 41.91% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 54,339 | 1,919 | 0.0% | 0.01% | 179 | -35,493 | -39.51% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 53,692 | 1,906 | 0.01% | 0.01% | 180 | -1,521 | -2.75% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 53,528 | 1,900 | 0.01% | 0.02% | 181 | -19,236 | -26.44% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 53,394 | 1,895 | 0.01% | 0.02% | 182 | +247 | 0.46% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 52,502 | 1,863 | 0.11% | — | 183 | +52,502 | New | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 51,700 | 1,835 | 0.01% | 0.01% | 184 | +900 | 1.77% | Q1 2026 | Apr 28, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 51,101 | 1,814 | 0.01% | 0.02% | 185 | +4,650 | 10.01% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 51,100 | 1,814 | 0.01% | 0.01% | 186 | +1,100 | 2.2% | Q1 2026 | Apr 29, 2026 |
| Mork Capital Management, LLC | History | Reduced | 50,000 | 1,775 | 1.26% | 2.36% | 187 | -36,680 | -42.32% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 49,928 | 1,772 | 0.01% | 0.01% | 188 | -4,047 | -7.5% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 49,741 | 1,765 | 0.02% | 0.02% | 189 | -115 | -0.23% | Q1 2026 | Apr 24, 2026 |
| Qsemble Capital Management, LP | History | New | 48,959 | 1,738 | 0.13% | — | 190 | +48,959 | New | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 48,658 | 1,727 | 0.01% | 0.01% | 191 | +1,483 | 3.14% | Q1 2026 | May 15, 2026 |
| Insight Inv LLC | History | Added to | 48,577 | 1,724 | 0.94% | 1.2% | 192 | +450 | 0.94% | Q1 2026 | Apr 27, 2026 |
| Register Financial Advisors LLC | History | Added to | 48,304 | 1,714 | 0.63% | 0.52% | 193 | +18,052 | 59.67% | Q1 2026 | Apr 15, 2026 |
| Arizona State Retirement System | History | Reduced | 46,954 | 1,666 | 0.01% | 0.01% | 194 | -421 | -0.89% | Q1 2026 | May 01, 2026 |
| Impax Asset Management Group plc | History | Added to | 46,826 | 1,662 | 0.01% | 0.01% | 195 | +20,731 | 79.44% | Q1 2026 | May 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 46,570 | 1,653 | 0.02% | 0.02% | 196 | +7,125 | 18.06% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 46,433 | 1,648 | 0.02% | 0.02% | 197 | +1,354 | 3.0% | Q1 2026 | May 12, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 46,123 | 1,637 | 0.08% | 0.11% | 198 | -3,278 | -6.64% | Q1 2026 | Apr 29, 2026 |
| Truvestments Capital LLC | History | New | 44,885 | 1,593 | 0.29% | — | 199 | +44,885 | New | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 43,852 | 1,556 | 0.0% | 0.0% | 200 | +8,213 | 23.04% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 43,750 | 1,553 | 0.0% | 0.01% | 201 | -75,546 | -63.33% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 43,739 | 1,552 | 0.01% | 0.01% | 202 | -10,470 | -19.31% | Q1 2026 | May 11, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 43,060 | 1,528 | 0.26% | 0.29% | 203 | +3,884 | 9.91% | Q1 2026 | Apr 21, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 42,696 | 1,515 | 0.03% | 0.04% | 204 | +1,883 | 4.61% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 42,263 | 1,500 | 0.0% | — | 205 | +42,263 | New | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 42,126 | 1,496 | 0.01% | 0.01% | 206 | -400 | -0.94% | Q1 2026 | May 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 42,028 | 1,491 | 0.0% | 0.0% | 207 | +3,478 | 9.02% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 41,804 | 1,484 | 0.01% | 0.01% | 208 | -46 | -0.11% | Q1 2026 | May 01, 2026 |
| Amundi | History | Reduced | 41,545 | 1,474 | 0.0% | 0.01% | 209 | -383,929 | -90.24% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 41,185 | 1,462 | 0.0% | 0.0% | 210 | +1,453 | 3.66% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 41,102 | 1,459 | 0.0% | 0.0% | 211 | +10,978 | 36.44% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 40,797 | 1,448 | 0.01% | 0.04% | 212 | -70,208 | -63.25% | Q1 2026 | Apr 14, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 31,600 | 1,407 | 0.62% | 0.62% | 213 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 39,588 | 1,405 | 0.08% | 0.09% | 214 | +22,422 | 130.62% | Q1 2026 | Apr 22, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 39,548 | 1,403 | 0.03% | 0.03% | 215 | +146 | 0.37% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,494 | 1,402 | 0.02% | 0.02% | 216 | +3,038 | 8.33% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 38,831 | 1,378 | 0.01% | 0.01% | 218 | +5,184 | 15.41% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 38,831 | 1,378 | 0.0% | 0.0% | 217 | -297 | -0.76% | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 38,700 | 1,373 | 0.02% | 0.02% | 219 | +20 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Invst, LLC | History | Added to | 38,017 | 1,349 | 0.15% | 0.17% | 220 | +2,592 | 7.32% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 37,337 | 1,325 | 0.0% | 0.0% | 221 | +2,054 | 5.82% | Q1 2026 | May 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 36,746 | 1,304 | 0.01% | 0.02% | 222 | -8,290 | -18.41% | Q1 2026 | May 14, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 36,321 | 1,289 | 0.02% | 0.04% | 223 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Range Financial Group LLC | History | Added to | 36,175 | 1,284 | 0.43% | 0.54% | 224 | +1,351 | 3.88% | Q1 2026 | Apr 30, 2026 |
| Trust Investment Advisors | History | Reduced | 35,754 | 1,269 | 0.74% | 0.96% | 225 | -4,951 | -12.16% | Q1 2026 | Apr 24, 2026 |
| Parrish Capital LLC | History | Added to | 35,621 | 1,264 | 1.13% | 1.35% | 226 | +2,100 | 6.26% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 35,504 | 1,260 | 0.0% | 0.0% | 227 | -1,138 | -3.11% | Q1 2026 | May 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 34,700 | 1,231 | 0.0% | 0.0% | 228 | -1,800 | -4.93% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 34,560 | 1,226 | 0.02% | 0.01% | 229 | +18,034 | 109.13% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 34,525 | 1,225 | 0.09% | 0.11% | 230 | +470 | 1.38% | Q1 2026 | May 05, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 33,853 | 1,201 | 0.02% | 0.03% | 231 | -129 | -0.38% | Q1 2026 | May 04, 2026 |
| Wealthstar Advisors, LLC | History | New | 33,317 | 1,182 | 0.55% | — | 232 | +33,317 | New | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 32,658 | 1,159 | 0.02% | 0.03% | 233 | -1,434 | -4.21% | Q1 2026 | May 18, 2026 |
| Neuberger Berman Group LLC | History | Added to | 32,058 | 1,138 | 0.0% | 0.0% | 234 | +2,850 | 9.76% | Q1 2026 | May 14, 2026 |
| Kentucky Retirement Systems | History | New | 21,660 | 1,118 | 0.08% | — | 235 | +21,660 | New | Q1 2026 | May 19, 2026 |
| DMC Group, LLC | History | Added to | 31,313 | 1,111 | 0.75% | 0.93% | 236 | +12 | 0.04% | Q1 2026 | Apr 30, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 30,871 | 1,095 | 0.01% | 0.0% | 237 | +17,948 | 138.88% | Q1 2026 | May 07, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 30,754 | 1,091 | 0.1% | 0.03% | 238 | +23,668 | 334.01% | Q1 2026 | May 12, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 30,720 | 1,090 | 0.02% | — | 239 | +30,720 | New | Q1 2026 | May 11, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 30,550 | 1,084 | 0.0% | 0.0% | 240 | +10,532 | 52.61% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,545 | 1,084 | 0.02% | 0.03% | 241 | +204 | 0.67% | Q1 2026 | Apr 14, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 30,125 | 1,069 | 0.57% | 0.75% | 242 | +90 | 0.3% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 30,069 | 1,067 | 0.01% | 0.02% | 243 | +7,599 | 33.82% | Q1 2026 | May 12, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 30,000 | 1,065 | 0.06% | 0.08% | 244 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tidal Investments LLC | History | Added to | 29,840 | 1,059 | 0.0% | 0.0% | 245 | +5,784 | 24.04% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 29,411 | 1,044 | 0.01% | 0.01% | 246 | -72 | -0.24% | Q1 2026 | May 14, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 29,091 | 1,032 | 0.71% | 0.79% | 247 | +2,920 | 11.16% | Q1 2026 | Apr 22, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 28,932 | 1,027 | 0.08% | 0.11% | 248 | -5,101 | -14.99% | Q1 2026 | Apr 22, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 28,303 | 1,004 | 0.03% | 0.02% | 249 | +7,893 | 38.67% | Q1 2026 | Apr 21, 2026 |
| BOKF, NA | History | New | 28,185 | 1,000 | 0.02% | — | 251 | +28,185 | New | Q1 2026 | May 08, 2026 |
| Berger Financial Group, Inc | History | No change | 28,180 | 1,000 | 0.06% | 0.07% | 250 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Magnetar Financial LLC | History | New | 28,108 | 997 | 0.01% | — | 252 | +28,108 | New | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 27,700 | 983 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 27,579 | 979 | 0.0% | 0.0% | 254 | +1,986 | 7.76% | Q1 2026 | Apr 22, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 26,600 | 944 | 0.15% | 0.19% | 255 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 26,393 | 936 | 0.1% | 0.19% | 256 | -12,045 | -31.34% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 26,071 | 925 | 0.0% | 0.01% | 257 | -5,598 | -17.68% | Q1 2026 | May 05, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 26,019 | 924 | 0.01% | 0.03% | 258 | -14,640 | -36.01% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,311 | 917 | 0.0% | 0.0% | 259 | -9,029 | -25.55% | Q1 2026 | Apr 08, 2026 |
| Boston Partners | History | Added to | 25,431 | 902 | 0.0% | 0.0% | 260 | +1,069 | 4.39% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 25,257 | 896 | 0.01% | 0.01% | 261 | -1,998 | -7.33% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 24,180 | 894 | 0.02% | — | 262 | +24,180 | New | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Added to | 24,982 | 886 | 0.01% | 0.01% | 263 | +1,769 | 7.62% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | New | 24,906 | 884 | 0.01% | — | 264 | +24,906 | New | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | Reduced | 25,900 | 882 | 0.01% | 0.01% | 265 | -900 | -3.36% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 24,031 | 853 | 0.03% | 0.24% | 266 | -136,080 | -84.99% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 23,920 | 849 | 0.01% | — | 267 | +23,920 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,853 | 840 | 0.01% | 0.01% | 268 | +10,496 | 78.58% | Q1 2026 | Apr 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 23,486 | 833 | 0.0% | 0.0% | 269 | +1,543 | 7.03% | Q1 2026 | Apr 24, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 22,445 | 830 | 0.13% | 0.03% | 270 | -373 | -1.63% | Q1 2026 | May 01, 2026 |
| HFG Advisors, Inc. | History | Added to | 23,284 | 826 | 0.58% | 0.73% | 271 | +677 | 2.99% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 23,244 | 825 | 0.0% | 0.04% | 272 | -957,709 | -97.63% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 23,256 | 825 | 0.04% | 0.05% | 273 | -555 | -2.33% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 23,132 | 815 | 0.06% | 0.07% | 274 | +631 | 2.8% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 22,543 | 800 | 0.01% | 0.01% | 275 | -922 | -3.93% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 22,037 | 782 | 0.04% | 0.05% | 276 | -489 | -2.17% | Q1 2026 | Apr 23, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | New | 21,934 | 778 | 0.14% | — | 277 | +21,934 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,271 | 755 | 0.0% | 0.0% | 278 | +13,353 | 168.64% | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Added to | 20,827 | 739 | 0.03% | 0.01% | 279 | +16,002 | 331.65% | Q1 2026 | May 13, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 20,800 | 738 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 20,738 | 736 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 20,650 | 733 | 0.38% | 0.54% | 282 | +78 | 0.38% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 20,403 | 724 | 0.0% | 0.0% | 283 | +390 | 1.95% | Q1 2026 | May 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 20,251 | 718 | 0.49% | 0.61% | 284 | -219 | -1.07% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 20,021 | 710 | 0.0% | 0.01% | 285 | -761 | -3.66% | Q1 2026 | May 05, 2026 |
| Boit C F David | History | Reduced | 19,990 | 709 | 0.31% | 0.45% | 286 | -4,000 | -16.67% | Q1 2026 | Apr 09, 2026 |
| SG Americas Securities, LLC | History | Reduced | 19,836 | 704 | 0.0% | 0.0% | 287 | -17,660 | -47.1% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,658 | 697 | 0.0% | 0.0% | 288 | +61 | 0.31% | Q1 2026 | Apr 15, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 19,527 | 693 | 0.04% | 0.04% | 289 | +4,903 | 33.53% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 19,446 | 690 | 0.02% | 0.03% | 290 | -1,021 | -4.99% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 19,453 | 690 | 0.01% | 0.01% | 291 | -963 | -4.72% | Q1 2026 | Apr 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 19,346 | 686 | 0.01% | 0.01% | 292 | +25 | 0.13% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 19,222 | 682 | 0.0% | 0.0% | 293 | +994 | 5.45% | Q1 2026 | May 13, 2026 |
| DENALI ADVISORS LLC | History | Added to | 18,861 | 669 | 0.07% | 0.07% | 294 | +3,938 | 26.39% | Q1 2026 | May 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 18,845 | 668 | 0.04% | 0.01% | 295 | +13,757 | 270.38% | Q1 2026 | Apr 16, 2026 |
| MTM Investment Management, LLC | History | No change | 18,612 | 660 | 0.21% | 0.26% | 296 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 18,591 | 659 | 0.01% | 0.01% | 297 | -920 | -4.72% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 18,337 | 650 | 0.01% | 0.01% | 298 | +409 | 2.28% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 18,291 | 649 | 0.0% | 0.0% | 299 | +4,590 | 33.5% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | No change | 18,055 | 640 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 17,968 | 638 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sagewood Asset Management LP | History | Reduced | 17,962 | 637 | 0.2% | 0.56% | 302 | -17,766 | -49.73% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 17,524 | 622 | 0.0% | 0.0% | 303 | -68,334 | -79.59% | Q1 2026 | May 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 17,062 | 605 | 0.04% | 0.06% | 304 | -4,837 | -22.09% | Q1 2026 | Apr 16, 2026 |
| CIBC Asset Management Inc | History | Reduced | 16,910 | 600 | 0.0% | 0.0% | 305 | -441 | -2.54% | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Reduced | 16,402 | 582 | 0.01% | 0.01% | 306 | -1,421 | -7.97% | Q1 2026 | Apr 27, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Reduced | 16,366 | 580 | 0.15% | 0.19% | 307 | -75 | -0.46% | Q1 2026 | May 19, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 16,072 | 570 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 15,989 | 567 | 0.03% | 0.04% | 309 | +110 | 0.69% | Q1 2026 | May 13, 2026 |
| Kendall Capital Management | History | Added to | 15,875 | 563 | 0.12% | 0.15% | 310 | +5 | 0.03% | Q1 2026 | Apr 24, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 15,673 | 556 | 0.07% | 0.08% | 311 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Added to | 15,628 | 554 | 0.01% | 0.01% | 312 | +6,730 | 75.63% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 15,487 | 549 | 0.0% | 0.0% | 313 | +667 | 4.5% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 14,946 | 530 | 0.03% | — | 314 | +14,946 | New | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 14,896 | 528 | 0.0% | 0.0% | 315 | -1,631 | -9.87% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,858 | 527 | 0.01% | 0.01% | 316 | -6,980 | -31.96% | Q1 2026 | Apr 28, 2026 |
| COWA, LLC | History | Added to | 14,426 | 512 | 0.14% | 0.19% | 317 | +572 | 4.13% | Q1 2026 | May 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 14,284 | 507 | 0.1% | 0.13% | 318 | -343 | -2.34% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 13,658 | 484 | 0.0% | 0.0% | 319 | -252 | -1.81% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 13,232 | 469 | 0.05% | 0.07% | 320 | +39 | 0.3% | Q1 2026 | May 01, 2026 |
| XPONANCE LLC | History | Added to | 13,092 | 464 | 0.0% | 0.0% | 321 | +3,474 | 36.12% | Q1 2026 | May 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 12,870 | 456 | 0.03% | 0.04% | 322 | +629 | 5.14% | Q1 2026 | May 06, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Added to | 11,030 | 452 | 0.06% | 0.02% | 323 | +4,437 | 67.3% | Q1 2026 | May 11, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 12,608 | 447 | 0.21% | 0.25% | 324 | -222 | -1.73% | Q1 2026 | May 12, 2026 |
| BOS Asset Management, LLC | History | Reduced | 12,343 | 438 | 0.11% | 0.15% | 325 | -175 | -1.4% | Q1 2026 | Apr 08, 2026 |
| State of Wyoming | History | New | 12,234 | 434 | 0.05% | — | 326 | +12,234 | New | Q1 2026 | May 13, 2026 |
| iSAM Funds (UK) Ltd | History | New | 12,184 | 432 | 0.21% | — | 327 | +12,184 | New | Q1 2026 | May 13, 2026 |
| Lantz Financial LLC | History | Reduced | 12,025 | 426 | 0.09% | 0.11% | 330 | -131 | -1.08% | Q1 2026 | Apr 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 12,002 | 426 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ceeto Capital Group, LLC | History | No change | 12,000 | 426 | 0.13% | 0.16% | 329 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 11,908 | 422 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Reduced | 11,867 | 421 | 0.0% | 0.01% | 332 | -172 | -1.43% | Q1 2026 | May 05, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 11,778 | 418 | 0.15% | — | 333 | +11,778 | New | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 11,654 | 413 | 0.01% | 0.01% | 334 | +1,839 | 18.74% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 11,538 | 409 | 0.01% | 0.01% | 335 | +4,678 | 68.19% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 11,412 | 405 | 0.01% | 0.02% | 336 | -47 | -0.41% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL PLC | History | Reduced | 11,354 | 403 | 0.0% | 0.01% | 337 | -9,546 | -45.67% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Reduced | 11,300 | 402 | 0.01% | 0.02% | 338 | -185 | -1.61% | Q1 2026 | Apr 09, 2026 |
| Security Financial Services, INC. | History | No change | 8,998 | 400 | 0.06% | 0.06% | 339 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,193 | 397 | 0.0% | 0.0% | 340 | +127 | 1.15% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,087 | 393 | 0.0% | 0.01% | 341 | +1,718 | 18.34% | Q1 2026 | May 08, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 11,036 | 391 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,733 | 388 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | New | 10,891 | 386 | 0.0% | — | 344 | +10,891 | New | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | New | 10,884 | 386 | 0.01% | — | 345 | +10,884 | New | Q1 2026 | May 19, 2026 |
| EFG International AG | History | Added to | 10,797 | 383 | 0.01% | 0.01% | 346 | +4,111 | 61.49% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 10,745 | 381 | 0.03% | 0.05% | 347 | -260 | -2.36% | Q1 2026 | Apr 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,549 | 374 | 0.0% | 0.0% | 348 | +244 | 2.37% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 10,424 | 370 | 0.0% | 0.0% | 349 | -1,973 | -15.92% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 10,398 | 369 | 0.0% | 0.0% | 350 | -555 | -5.07% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 10,358 | 367 | 0.0% | 0.01% | 351 | -55,136 | -84.18% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 10,323 | 366 | 0.0% | 0.0% | 352 | -167 | -1.59% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 10,310 | 366 | 0.0% | 0.0% | 353 | +117 | 1.15% | Q1 2026 | May 04, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 10,303 | 365 | 0.0% | 0.0% | 354 | -2,968 | -22.36% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,217 | 362 | 0.0% | — | 355 | +10,217 | New | Q1 2026 | May 12, 2026 |
| Lynx Investment Advisory | History | New | 10,021 | 355 | 0.17% | — | 356 | +10,021 | New | Q1 2026 | Apr 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 9,824 | 348 | 0.01% | 0.01% | 357 | -395 | -3.87% | Q1 2026 | May 15, 2026 |
| Intellectus Partners, LLC | History | Added to | 9,772 | 346 | 0.07% | 0.08% | 358 | +10 | 0.1% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 9,706 | 344 | 0.02% | 0.02% | 360 | +765 | 8.56% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 9,706 | 344 | 0.0% | 0.01% | 359 | +120 | 1.25% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 9,690 | 343 | 0.01% | — | 361 | +9,690 | New | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 9,620 | 341 | 0.01% | 0.01% | 362 | -753 | -7.26% | Q1 2026 | May 08, 2026 |
| Holistic Financial Partners | History | No change | 9,630 | 341 | 0.13% | 0.16% | 363 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,589 | 340 | 0.0% | 0.0% | 364 | -1,298 | -11.92% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,631 | 339 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | Reduced | 9,507 | 337 | 0.06% | 0.08% | 366 | -700 | -6.86% | Q1 2026 | Apr 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,444 | 335 | 0.0% | 0.01% | 367 | +191 | 2.06% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 9,147 | 324 | 0.09% | 0.11% | 368 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 9,097 | 322 | 0.08% | 0.1% | 369 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 9,050 | 321 | 0.11% | 0.13% | 370 | +693 | 8.29% | Q1 2026 | Apr 08, 2026 |
| Utah Retirement Systems | History | No change | 9,001 | 319 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,783 | 311 | 0.0% | 0.0% | 372 | -736 | -7.73% | Q1 2026 | Apr 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 8,736 | 310 | 0.07% | 0.09% | 373 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Integrated Advisors Network LLC | History | Added to | 8,677 | 308 | 0.02% | 0.02% | 374 | +279 | 3.32% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Reduced | 8,645 | 306 | 0.01% | 0.02% | 375 | -692 | -7.41% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 8,616 | 305 | 0.03% | 0.04% | 377 | +233 | 2.78% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | No change | 8,615 | 305 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Bancorp USA Inc. | History | New | 8,517 | 302 | 0.0% | — | 378 | +8,517 | New | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 8,456 | 300 | 0.01% | 0.01% | 379 | -2,623 | -23.68% | Q1 2026 | May 01, 2026 |
| Mill Capital Management, LLC | History | Reduced | 8,222 | 291 | 0.02% | 0.03% | 380 | -2,022 | -19.74% | Q1 2026 | May 04, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 8,179 | 290 | 0.05% | 0.07% | 381 | -86 | -1.04% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,068 | 286 | 0.0% | 0.0% | 382 | +6,698 | 488.91% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 6,405 | 285 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,013 | 284 | 0.03% | 0.02% | 385 | -632 | -7.31% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,007 | 284 | 0.01% | 0.01% | 386 | -1 | -0.01% | Q1 2026 | Apr 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 8,000 | 284 | 0.0% | 0.01% | 384 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Carson Advisory Inc. | History | No change | 7,950 | 282 | 0.15% | 0.18% | 387 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 7,922 | 281 | 0.01% | 0.01% | 388 | +74 | 0.94% | Q1 2026 | Apr 21, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 7,890 | 280 | 0.03% | 0.04% | 389 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | New | 7,872 | 279 | 0.0% | — | 390 | +7,872 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 7,872 | 279 | 0.01% | — | 391 | +7,872 | New | Q1 2026 | May 04, 2026 |
| DnB Asset Management AS | History | New | 7,861 | 279 | 0.0% | — | 392 | +7,861 | New | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 7,815 | 277 | 0.0% | — | 393 | +7,815 | New | Q1 2026 | May 14, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 7,700 | 273 | 0.08% | — | 394 | +7,700 | New | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 7,592 | 269 | 0.05% | — | 396 | +7,592 | New | Q1 2026 | May 11, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 7,600 | 269 | 0.01% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Urban Wealth Management, LLC | History | Added to | 7,565 | 268 | 0.27% | 0.25% | 397 | +1,420 | 23.11% | Q1 2026 | Apr 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 7,536 | 267 | 0.0% | 0.01% | 398 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Weiss Asset Management LP | History | Reduced | 7,455 | 264 | 0.0% | 0.01% | 399 | -4,165 | -35.84% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,368 | 261 | 0.0% | 0.0% | 401 | +1,187 | 19.2% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 7,365 | 261 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 7,287 | 258 | 0.0% | 0.02% | 402 | -26,728 | -78.58% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,043 | 250 | 0.01% | 0.01% | 404 | -778 | -9.95% | Q1 2026 | Apr 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 7,044 | 250 | 0.02% | 0.02% | 403 | +634 | 9.89% | Q1 2026 | Apr 28, 2026 |
| SIG BROKERAGE, LP | History | New | 7,000 | 248 | 0.01% | — | 405 | +7,000 | New | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 6,904 | 245 | 0.0% | 0.0% | 406 | -1,215 | -14.96% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 6,892 | 244 | 0.0% | 0.0% | 407 | -391 | -5.37% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,768 | 240 | 0.0% | 0.0% | 409 | -3,361 | -33.18% | Q1 2026 | Apr 30, 2026 |
| BURNEY CO/ | History | Added to | 6,761 | 240 | 0.01% | 0.01% | 408 | +823 | 13.86% | Q1 2026 | Apr 29, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 6,758 | 239 | 0.07% | 0.08% | 410 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,705 | 238 | 0.0% | — | 411 | +6,705 | New | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 6,682 | 237 | 0.02% | 0.03% | 412 | -122 | -1.79% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,414 | 236 | 0.0% | 0.0% | 413 | +715 | 15.22% | Q1 2026 | May 15, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | History | No change | 6,598 | 234 | 0.12% | 0.14% | 414 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 6,614 | 234 | 0.09% | 0.12% | 415 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 6,588 | 233 | 0.02% | 0.03% | 416 | -124 | -1.85% | Q1 2026 | May 08, 2026 |
| Diversified Trust Co | History | No change | 6,583 | 233 | 0.0% | 0.01% | 417 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HUB Investment Partners, LLC | History | New | 6,559 | 232 | 0.01% | — | 418 | +6,559 | New | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 6,531 | 231 | 0.01% | 0.01% | 420 | -315 | -4.6% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 6,517 | 231 | 0.01% | 0.02% | 419 | -91 | -1.38% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Reduced | 6,400 | 227 | 0.0% | 0.02% | 421 | -132,324 | -95.39% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | New | 6,372 | 226 | 0.0% | — | 422 | +6,372 | New | Q1 2026 | May 14, 2026 |
| Sentry LLC | History | No change | 6,300 | 223 | 0.07% | 0.08% | 423 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,272 | 222 | 0.01% | 0.02% | 424 | -11,127 | -63.95% | Q1 2026 | Apr 24, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 5,000 | 222 | 0.03% | 0.03% | 425 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 6,238 | 221 | 0.0% | 0.0% | 426 | -19,367 | -75.64% | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 6,237 | 221 | 0.01% | 0.01% | 427 | -102 | -1.61% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Added to | 6,227 | 221 | 0.0% | 0.0% | 428 | +84 | 1.37% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | New | 5,987 | 220 | 0.0% | — | 429 | +5,987 | New | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,106 | 216 | 0.0% | 0.0% | 430 | +1,009 | 19.8% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 6,088 | 216 | 0.0% | 0.0% | 431 | +988 | 19.37% | Q1 2026 | May 06, 2026 |
| WELCH & FORBES LLC | History | Added to | 6,050 | 214 | 0.0% | 0.0% | 432 | +50 | 0.83% | Q1 2026 | May 01, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 5,964 | 211 | 0.01% | 0.01% | 433 | +299 | 5.28% | Q1 2026 | Apr 17, 2026 |
| DRW Securities, LLC | History | Reduced | 5,863 | 208 | 0.0% | 0.01% | 434 | -983 | -14.36% | Q1 2026 | May 13, 2026 |
| Smith Salley Wealth Management | History | No change | 5,869 | 208 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 5,839 | 207 | 0.04% | 0.05% | 436 | -249 | -4.09% | Q1 2026 | Apr 15, 2026 |
| Plancorp, LLC | History | Reduced | 6,045 | 206 | 0.01% | 0.01% | 437 | -6 | -0.1% | Q1 2026 | Apr 14, 2026 |
| Bayforest Capital Ltd | History | New | 5,743 | 203 | 0.23% | — | 439 | +5,743 | New | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,722 | 203 | 0.0% | 0.0% | 438 | +184 | 3.32% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | New | 5,695 | 202 | 0.0% | — | 441 | +5,695 | New | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,713 | 202 | 0.01% | 0.01% | 440 | +69 | 1.22% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 5,669 | 201 | 0.0% | 0.0% | 442 | +5 | 0.09% | Q1 2026 | Apr 17, 2026 |
| AlphaQuest LLC | History | No change | 4,415 | 196 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,642 | 192 | 0.01% | 0.01% | 444 | +1,532 | 37.27% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,375 | 190 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 5,272 | 187 | 0.0% | 0.0% | 446 | +1,724 | 48.59% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 5,006 | 178 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 5,000 | 177 | 0.02% | 0.02% | 448 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Operose Advisors LLC | History | No change | 5,000 | 177 | 0.04% | 0.05% | 449 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 4,957 | 175 | 0.05% | 0.24% | 450 | -15,752 | -76.06% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,641 | 162 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Added to | 4,553 | 161 | 0.03% | 0.04% | 452 | +105 | 2.36% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 4,430 | 157 | 0.0% | 0.0% | 453 | +1,150 | 35.06% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,406 | 156 | 0.02% | 0.02% | 454 | +247 | 5.94% | Q1 2026 | Apr 06, 2026 |
| EMC Capital Management | History | No change | 3,456 | 154 | 0.07% | 0.07% | 455 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,248 | 150 | 0.0% | 0.01% | 456 | -1,469 | -25.7% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Corp | History | Added to | 4,200 | 149 | 0.03% | 0.0% | 458 | +4,042 | 2558.23% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,237 | 149 | 0.01% | 0.01% | 457 | -2,447 | -36.61% | Q1 2026 | Apr 27, 2026 |
| STRS OHIO | History | Reduced | 4,073 | 144 | 0.0% | 0.0% | 459 | -6 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Covestor Ltd | History | Reduced | 3,898 | 138 | 0.1% | 0.1% | 460 | -490 | -11.17% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,857 | 136 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,669 | 130 | 0.0% | 0.0% | 462 | +912 | 33.08% | Q1 2026 | May 07, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 3,300 | 117 | 0.01% | 0.02% | 463 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 3,000 | 110 | 0.0% | 0.0% | 464 | -1,000 | -25.0% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,062 | 108 | 0.0% | 0.0% | 465 | -132 | -4.13% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 3,039 | 107 | 0.0% | 0.0% | 466 | +1,952 | 179.58% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,980 | 105 | 0.0% | 0.01% | 467 | -3,392 | -53.23% | Q1 2026 | May 15, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,852 | 101 | 0.02% | 0.14% | 468 | -12,964 | -81.97% | Q1 2026 | Apr 20, 2026 |
| McMillan Office, Inc. | History | No change | 2,800 | 99 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,437 | 86 | 0.0% | 0.0% | 470 | -512 | -17.36% | Q1 2026 | May 06, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 2,400 | 85 | 0.08% | 0.13% | 471 | -400 | -14.29% | Q1 2026 | Apr 24, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 2,346 | 83 | 0.01% | 0.01% | 472 | -149 | -5.97% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,297 | 82 | 0.0% | 0.0% | 473 | -873 | -27.54% | Q1 2026 | May 01, 2026 |
| Advisors Asset Management, Inc. | History | No change | 2,338 | 82 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,274 | 80 | 0.0% | 0.0% | 475 | +276 | 13.81% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | New | 2,250 | 79 | 0.01% | — | 476 | +2,250 | New | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,156 | 76 | 0.01% | 0.0% | 478 | +1,447 | 204.09% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 2,164 | 76 | 0.0% | 0.0% | 477 | +9 | 0.42% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,092 | 72 | 0.01% | 0.01% | 479 | +836 | 66.56% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,797 | 63 | 0.0% | 0.0% | 480 | +61 | 3.51% | Q1 2026 | May 15, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,725 | 61 | 0.02% | — | 483 | +1,725 | New | Q1 2026 | Apr 28, 2026 |
| Crews Bank & Trust | History | Added to | 1,738 | 61 | 0.01% | 0.01% | 482 | +138 | 8.63% | Q1 2026 | May 13, 2026 |
| DT Investment Partners, LLC | History | No change | 1,736 | 61 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 1,702 | 60 | 0.0% | 0.0% | 484 | -1 | -0.06% | Q1 2026 | Apr 06, 2026 |
| CVA Family Office, LLC | History | Added to | 1,631 | 57 | 0.01% | 0.01% | 485 | +256 | 18.62% | Q1 2026 | Apr 29, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 1,653 | 56 | 0.0% | 0.0% | 486 | -104 | -5.92% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,608 | 56 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 1,498 | 53 | 0.02% | 0.04% | 489 | -487 | -24.53% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,500 | 53 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,465 | 52 | 0.01% | 0.0% | 490 | +1,442 | 6269.57% | Q1 2026 | Apr 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,460 | 51 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | No change | 1,291 | 45 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | No change | 1,280 | 45 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 1,243 | 44 | 0.01% | 0.01% | 494 | +492 | 65.51% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,200 | 42 | 0.01% | 0.02% | 495 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Friedenthal Financial | History | No change | 1,210 | 42 | 0.02% | 0.03% | 496 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,157 | 41 | 0.0% | 0.0% | 497 | -491 | -29.79% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 1,124 | 39 | 0.0% | 0.0% | 498 | -311 | -21.67% | Q1 2026 | Apr 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 1,098 | 38 | 0.0% | 0.01% | 499 | -1,849 | -62.74% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 1,025 | 36 | 0.0% | 0.01% | 500 | -11 | -1.06% | Q1 2026 | Apr 16, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,000 | 35 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TRUST CO OF VERMONT | History | No change | 800 | 35 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NBT BANK N A /NY | History | Added to | 968 | 34 | 0.0% | 0.0% | 503 | +923 | 2051.11% | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | Added to | 973 | 34 | 0.02% | 0.02% | 504 | +119 | 13.93% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 919 | 32 | 0.0% | 0.0% | 505 | -400 | -30.33% | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 913 | 32 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 858 | 30 | 0.0% | — | 509 | +858 | New | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 871 | 30 | 0.0% | 0.0% | 507 | -132 | -13.16% | Q1 2026 | May 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 850 | 30 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 836 | 29 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 815 | 28 | 0.0% | — | 511 | +815 | New | Q1 2026 | May 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 780 | 27 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 740 | 26 | 0.0% | 0.0% | 513 | -41 | -5.25% | Q1 2026 | Apr 27, 2026 |
| JPL Wealth Management, LLC | History | New | 721 | 25 | 0.01% | — | 516 | +721 | New | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 713 | 25 | 0.0% | — | 515 | +713 | New | Q1 2026 | Apr 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 722 | 25 | 0.0% | 0.0% | 514 | -8 | -1.1% | Q1 2026 | May 11, 2026 |
| V-Square Quantitative Management LLC | History | No change | 703 | 24 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 530 | 23 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Matrix Trust Co | History | New | 620 | 22 | 0.0% | — | 520 | +620 | New | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO | History | Added to | 651 | 22 | 0.0% | 0.0% | 519 | +3 | 0.46% | Q1 2026 | Apr 28, 2026 |
| SouthState Bank Corp | History | Added to | 610 | 21 | 0.0% | 0.0% | 521 | +112 | 22.49% | Q1 2026 | May 05, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 561 | 19 | 0.01% | — | 523 | +561 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 551 | 19 | 0.0% | 0.0% | 522 | -64 | -10.41% | Q1 2026 | Apr 24, 2026 |
| Cromwell Holdings LLC | History | No change | 527 | 18 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 501 | 17 | 0.0% | — | 526 | +501 | New | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 479 | 17 | 0.0% | — | 525 | +479 | New | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 484 | 16 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 430 | 15 | 0.0% | 0.01% | 528 | +9 | 2.14% | Q1 2026 | May 11, 2026 |
| Hillsdale Investment Management Inc. | History | New | 400 | 14 | 0.0% | — | 530 | +400 | New | Q1 2026 | May 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 414 | 14 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 334 | 11 | 0.0% | 0.0% | 531 | -4,331 | -92.84% | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | New | 335 | 11 | 0.0% | — | 538 | +335 | New | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 338 | 11 | 0.0% | 0.0% | 532 | -185 | -35.37% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 320 | 11 | 0.0% | 0.0% | 536 | -25 | -7.25% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 323 | 11 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 335 | 11 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | No change | 322 | 11 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WealthCollab, LLC | History | No change | 319 | 11 | 0.0% | 0.01% | 537 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 284 | 10 | 0.0% | 0.0% | 539 | -57 | -16.72% | Q1 2026 | May 13, 2026 |
| Walsh & Associates, LLC | History | No change | 265 | 9 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 227 | 8 | 0.0% | 0.0% | 543 | +137 | 152.22% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Reduced | 239 | 8 | 0.0% | 0.0% | 541 | -85 | -26.23% | Q1 2026 | May 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 248 | 8 | 0.0% | 0.0% | 542 | +77 | 45.03% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 7 | 0.0% | 0.0% | 544 | -1,600 | -88.89% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 220 | 7 | 0.01% | 0.01% | 548 | -38 | -14.73% | Q1 2026 | Apr 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 217 | 7 | 0.0% | 0.0% | 545 | +2 | 0.93% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | No change | 210 | 7 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 204 | 7 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 223 | 7 | 0.0% | 0.01% | 549 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | New | 179 | 6 | 0.0% | — | 552 | +179 | New | Q1 2026 | Apr 07, 2026 |
| Addison Advisors LLC | History | Reduced | 194 | 6 | 0.0% | 0.0% | 551 | -66 | -25.38% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 195 | 6 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 150 | 5 | 0.0% | — | 559 | +150 | New | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Added to | 163 | 5 | 0.0% | 0.0% | 556 | +80 | 96.39% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 151 | 5 | 0.0% | 0.0% | 555 | +8 | 5.59% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 145 | 5 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 143 | 5 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| American Capital Advisory, LLC | History | No change | 167 | 5 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strive Financial Group ,LLC | History | No change | 152 | 5 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 128 | 4 | 0.0% | 0.0% | 564 | +24 | 23.08% | Q1 2026 | Apr 15, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 134 | 4 | 0.0% | 0.0% | 562 | +17 | 14.53% | Q1 2026 | May 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 117 | 4 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| High Note Wealth, LLC | History | No change | 128 | 4 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westend Capital Management, LLC | History | Reduced | 86 | 3 | 0.0% | 0.03% | 567 | -2,612 | -96.81% | Q1 2026 | Apr 14, 2026 |
| Synergy Investment Management, LLC | History | New | 111 | 3 | 0.0% | — | 576 | +111 | New | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 97 | 3 | 0.0% | — | 575 | +97 | New | Q1 2026 | Apr 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 86 | 3 | 0.0% | — | 577 | +86 | New | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 95 | 3 | 0.0% | 0.0% | 566 | -5 | -5.0% | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | Reduced | 90 | 3 | 0.0% | 0.0% | 573 | -5 | -5.26% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Grove Bank & Trust | History | No change | 99 | 3 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Key FInancial Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sunrise Financial Services, LLC | History | No change | 102 | 3 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 63 | 2 | 0.0% | 1.28% | 580 | -41,681 | -99.85% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | Added to | 75 | 2 | 0.0% | 0.0% | 579 | +10 | 15.38% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 82 | 2 | 0.0% | 0.0% | 578 | -2 | -2.38% | Q1 2026 | May 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 80 | 2 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 54 | 1 | 0.0% | 0.0% | 583 | -194 | -78.23% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 593 | -42 | -55.26% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | New | 30 | 1 | 0.0% | — | 595 | +30 | New | Q1 2026 | Apr 28, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 590 | -6 | -11.32% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 46 | 1 | 0.0% | 0.0% | 592 | -5 | -9.8% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 33 | 1 | 0.0% | 0.0% | 586 | +2 | 6.45% | Q1 2026 | Apr 30, 2026 |
| TFC Financial Management, Inc. | History | Added to | 30 | 1 | 0.0% | 0.0% | 588 | +1 | 3.45% | Q1 2026 | Apr 23, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 49 | 1 | 0.0% | 0.0% | 589 | +1 | 2.08% | Q1 2026 | Apr 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 36 | 1 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 37 | 1 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ankerstar Wealth, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BAYBAN | History | No change | 44 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Closed out | 0 | 0 | — | 0.61% | — | -539,276 | -100.0% | Q1 2026 | May 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -533,823 | -100.0% | Q1 2026 | May 13, 2026 |
| Gillson Capital LP | History | Closed out | 0 | 0 | — | 0.89% | — | -306,080 | -100.0% | Q1 2026 | May 15, 2026 |
| Oxbow Advisors, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -231,208 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -224,376 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Battery Global Advisors, LLC | History | Closed out | 0 | 0 | — | 1.09% | — | -139,753 | -100.0% | Q1 2026 | May 14, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 1.94% | — | -132,022 | -100.0% | Q1 2026 | May 15, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.05% | — | -126,797 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -125,250 | -100.0% | Q1 2026 | May 11, 2026 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.39% | — | -100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Prosperitas Financial LLC | History | Closed out | 0 | 0 | — | 1.6% | — | -92,157 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -70,484 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -69,015 | -100.0% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.19% | — | -63,930 | -100.0% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -49,233 | -100.0% | Q1 2026 | May 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -45,131 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.45% | — | -42,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Dockside LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -28,943 | -100.0% | Q1 2026 | May 08, 2026 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -26,478 | -100.0% | Q1 2026 | May 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,113 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,534 | -100.0% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -22,274 | -100.0% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -22,092 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -18,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,286 | -100.0% | Q1 2026 | May 13, 2026 |
| Steadtrust LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -15,500 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.1% | — | -15,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,455 | -100.0% | Q1 2026 | May 14, 2026 |
| PARK CIRCLE Co | History | Closed out | 0 | 0 | — | 0.55% | — | -14,360 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,883 | -100.0% | Q1 2026 | May 15, 2026 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.04% | — | -13,000 | -100.0% | Q1 2026 | May 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -11,536 | -100.0% | Q1 2026 | May 12, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,355 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,912 | -100.0% | Q1 2026 | May 12, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,462 | -100.0% | Q1 2026 | May 05, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,796 | -100.0% | Q1 2026 | Apr 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,293 | -100.0% | Q1 2026 | Apr 23, 2026 |
| INNEALTA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -8,698 | -100.0% | Q1 2026 | May 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -8,202 | -100.0% | Q1 2026 | May 11, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,862 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,538 | -100.0% | Q1 2026 | May 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,890 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,731 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -6,689 | -100.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,150 | -100.0% | Q1 2026 | May 14, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -6,011 | -100.0% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,656 | -100.0% | Q1 2026 | May 12, 2026 |
| Fiduciary Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,630 | -100.0% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,623 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SEEDS INVESTOR LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,611 | -100.0% | Q1 2026 | May 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -5,559 | -100.0% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -5,506 | -100.0% | Q1 2026 | May 15, 2026 |
| Westhampton Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,390 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,123 | -100.0% | Q1 2026 | May 06, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,113 | -100.0% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -5,097 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Martel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,096 | -100.0% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,032 | -100.0% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,016 | -100.0% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,910 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,800 | -100.0% | Q1 2026 | Apr 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,680 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,635 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,629 | -100.0% | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,587 | -100.0% | Q1 2026 | May 04, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,547 | -100.0% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,541 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -4,529 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,500 | -100.0% | Q1 2026 | Apr 10, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,964 | -100.0% | Q1 2026 | May 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 9 | 0 | — | 0.02% | — | -2,246 | -99.6% | Q1 2026 | May 06, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,174 | -100.0% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -852 | -100.0% | Q1 2026 | May 12, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -598 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -394 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -243 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 01, 2026 |
| Legacy Bridge, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 14, 2026 |
| Mountain Hill Investment Partners Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 01, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 01, 2026 |
| Holos Integrated Wealth LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Added to | 21 | 0 | — | — | — | +18 | 600.0% | Q1 2026 | Apr 17, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 30, 2026 |
| GHP Investment Advisors, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 21, 2026 |
| Horizon Investments, LLC | History | Added to | 20 | 0 | — | — | — | +10 | 100.0% | Q1 2026 | May 14, 2026 |
| Frazier Financial Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 17, 2026 |
| Hughes Financial Services, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 29, 2026 |
| Essential Partners LLC | History | Reduced | 11 | 0 | — | — | — | -6 | -35.29% | Q1 2026 | May 21, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 21 | 0 | — | — | — | +4 | 23.53% | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 16 | 0 | — | — | — | -3 | -15.79% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 16 | 0 | — | — | — | +2 | 14.29% | Q1 2026 | Apr 21, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 20, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stone House Investment Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DecisionPoint Financial, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Nemes Rush Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sachetta, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 23 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fairscale Capital, LLC | History | No change | 23 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of Jackson Hole Trust | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Torren Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Meramec Financial Planners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |