Lumen Technologies, Inc. - LUMN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 137,465,704 | 955,386 | 0.02% | 0.02% | 1 | -4,993,931 | -3.51% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 111,855,666 | 869,118 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 62,119,909 | 431,733 | 0.02% | — | 3 | +62,119,909 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 46,012,329 | 319,785 | 0.01% | 0.01% | 4 | +1,235,044 | 2.76% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 41,631,209 | 289,336 | 0.01% | — | 5 | +41,631,209 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 31,411,920 | 218,312 | 0.01% | 0.01% | 6 | +5,020,621 | 19.02% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 22,867,581 | 159,266 | 0.01% | 0.01% | 7 | +743,958 | 3.36% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 22,543,945 | 156,680 | 0.02% | 0.02% | 8 | +5,635,841 | 33.33% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,471,258 | 143,591 | 0.01% | 0.01% | 9 | +259,516 | 1.17% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 17,175,568 | 119,370 | 0.02% | 0.02% | 10 | -1,214,905 | -6.61% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 13,713,912 | 106,557 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 15,034,113 | 104,487 | 0.06% | 0.02% | 12 | +10,991,007 | 271.85% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 14,994,640 | 104,155 | 0.02% | 0.02% | 13 | +144,664 | 0.97% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,772,723 | 88,770 | 0.06% | 0.08% | 14 | -1,167,198 | -8.37% | Q1 2026 | May 13, 2026 |
| Front Street Capital Management, Inc. | History | Added to | 12,593,527 | 87,525 | 11.61% | 13.38% | 15 | +469,174 | 3.87% | Q1 2026 | May 21, 2026 |
| BARCLAYS PLC | History | Added to | 11,915,469 | 82,812 | 0.02% | 0.02% | 16 | +1,734,079 | 17.03% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 11,890,687 | 82,640 | 0.0% | 0.0% | 17 | +1,794,710 | 17.78% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,603,492 | 73,694 | 0.01% | 0.01% | 18 | -97,474 | -0.91% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 9,720,567 | 67,557 | 0.11% | 0.12% | 19 | -322,700 | -3.21% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 9,156,434 | 63,637 | 0.01% | 0.0% | 20 | +5,202,641 | 131.59% | Q1 2026 | May 12, 2026 |
| LM Asset Management Inc. | History | Added to | 8,767,000 | 60,930 | 31.68% | 24.12% | 21 | +5,001,000 | 132.79% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,766,020 | 60,448 | 0.03% | 0.04% | 22 | -374,007 | -4.09% | Q1 2026 | Apr 30, 2026 |
| Allianz Asset Management GmbH | History | Added to | 8,489,233 | 59,000 | 0.06% | 0.07% | 23 | +122,339 | 1.46% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 7,954,306 | 55,282 | 0.03% | 0.03% | 24 | +610,364 | 8.31% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,877,075 | 54,745 | 0.01% | 0.01% | 25 | +1,197,209 | 17.92% | Q1 2026 | May 12, 2026 |
| CapWealth Advisors, LLC | History | Added to | 7,010,163 | 48,720 | 3.62% | 3.56% | 26 | +310,478 | 4.63% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 6,512,735 | 45,263 | 0.01% | — | 27 | +6,512,735 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,022,213 | 41,854 | 0.01% | 0.01% | 28 | +1,054,729 | 21.23% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 5,872,216 | 40,811 | 0.73% | 0.45% | 29 | +2,506,346 | 74.46% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,869,761 | 40,794 | 0.0% | 0.01% | 30 | -1,097,697 | -15.75% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 5,844,871 | 40,621 | 0.03% | 0.05% | 31 | +1,249,341 | 27.19% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,602,368 | 38,936 | 0.01% | 0.01% | 32 | -451,359 | -7.46% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Reduced | 5,351,701 | 37,194 | 0.01% | 0.01% | 33 | -130,877 | -2.39% | Q1 2026 | Apr 30, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 5,300,565 | 36,838 | 0.37% | 0.36% | 34 | +532,265 | 11.16% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Reduced | 4,959,330 | 34,467 | 0.01% | 0.01% | 35 | -1,323,148 | -21.06% | Q1 2026 | May 05, 2026 |
| GENDELL JEFFREY L | History | No change | 4,761,216 | 33,090 | 0.45% | 0.64% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 4,681,215 | 32,534 | 0.01% | 0.02% | 37 | -2,765,307 | -37.14% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 4,611,749 | 32,051 | 0.02% | 0.02% | 38 | +100,577 | 2.23% | Q1 2026 | May 04, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 4,223,255 | 29,351 | 0.07% | 0.09% | 39 | +37,534 | 0.9% | Q1 2026 | May 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 3,725,770 | 25,894 | 0.08% | 0.09% | 40 | +110,022 | 3.04% | Q1 2026 | May 13, 2026 |
| WHITEBOX ADVISORS LLC | History | Reduced | 3,520,000 | 24,464 | 0.3% | 0.48% | 41 | -820,000 | -18.89% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,315,799 | 23,044 | 0.0% | 0.0% | 42 | +584,478 | 21.4% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 3,121,028 | 21,691 | 0.01% | 0.01% | 43 | -1,123,531 | -26.47% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,010,141 | 20,920 | 0.0% | 0.0% | 44 | +674,625 | 28.89% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,878,472 | 20,005 | 0.03% | 0.04% | 45 | +46,483 | 1.64% | Q1 2026 | May 11, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 2,707,654 | 18,866 | 1.46% | 1.48% | 46 | +331,300 | 13.94% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,612,231 | 18,154 | 0.02% | 0.02% | 47 | -30,547 | -1.16% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 2,511,261 | 17,453 | 0.0% | 0.0% | 48 | -360,327 | -12.55% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 2,495,513 | 17,343 | 0.03% | 0.01% | 49 | +2,044,751 | 453.62% | Q1 2026 | May 15, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 2,427,862 | 16,873 | 3.87% | 4.26% | 50 | +33,562 | 1.4% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 2,224,000 | 15,456 | 0.02% | 0.03% | 51 | -77,387 | -3.36% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,209,836 | 15,358 | 0.03% | 0.04% | 52 | -1,073,684 | -32.7% | Q1 2026 | May 13, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | Added to | 2,200,000 | 15,290 | 4.16% | 1.37% | 53 | +1,400,000 | 175.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,080,100 | 14,456 | 0.01% | 0.02% | 54 | -1,370,357 | -39.72% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,995,825 | 13,870 | 0.0% | 0.0% | 55 | -184,253 | -8.45% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 1,928,400 | 13,402 | 0.01% | 0.01% | 56 | +6,300 | 0.33% | Q1 2026 | May 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 1,918,697 | 13,334 | 0.02% | 0.02% | 57 | +222,804 | 13.14% | Q1 2026 | May 06, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,904,827 | 13,238 | 0.0% | 0.01% | 58 | +52,181 | 2.82% | Q1 2026 | May 05, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | No change | 1,850,000 | 12,820 | 1.59% | 4.34% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,678,951 | 11,668 | 0.02% | 0.02% | 60 | -490,195 | -22.6% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,673,366 | 11,629 | 0.0% | 0.0% | 61 | -30,437 | -1.79% | Q1 2026 | May 06, 2026 |
| Voleon Capital Management LP | History | Added to | 1,602,303 | 11,136 | 0.24% | 0.2% | 62 | +426,317 | 36.25% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 1,549,887 | 10,771 | 0.01% | 0.01% | 63 | -77,674 | -4.77% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,446,187 | 10,051 | 0.0% | 0.0% | 64 | +1,226,361 | 557.88% | Q1 2026 | May 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 1,385,803 | 9,622 | 0.0% | 0.0% | 65 | +95,364 | 7.39% | Q1 2026 | May 18, 2026 |
| LPL Financial LLC | History | Added to | 1,375,956 | 9,562 | 0.0% | 0.0% | 66 | +429,016 | 45.31% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,339,607 | 9,310 | 0.05% | 0.06% | 67 | -29,361 | -2.14% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,190,407 | 9,249 | 0.0% | 0.0% | 68 | -31,150 | -2.55% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 1,328,166 | 9,230 | 0.01% | 0.01% | 69 | +237,878 | 21.82% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,216,669 | 8,456 | 0.01% | 0.0% | 70 | +868,066 | 249.01% | Q1 2026 | Apr 16, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 1,170,054 | 8,131 | 0.01% | 0.02% | 71 | -2,143,746 | -64.69% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,149,526 | 7,989 | 0.01% | 0.01% | 72 | -88,355 | -7.14% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,147,573 | 7,976 | 0.0% | 0.01% | 73 | -6,895,551 | -85.73% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 1,132,494 | 7,870 | 0.08% | 0.07% | 74 | +137,113 | 13.77% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,130,541 | 7,857 | 0.01% | 0.01% | 75 | +212,851 | 23.19% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,082,125 | 7,520 | 0.01% | 0.0% | 76 | +1,033,359 | 2119.02% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 1,061,480 | 7,378 | 0.01% | 0.01% | 77 | -6,976 | -0.65% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 918,504 | 6,383 | 0.01% | 0.01% | 78 | -202,308 | -18.05% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Added to | 880,102 | 6,116 | 0.08% | 0.01% | 79 | +776,162 | 746.74% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 866,238 | 6,020 | 0.01% | — | 80 | +866,238 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 865,418 | 5,998 | 0.01% | 0.01% | 81 | -23,208 | -2.61% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 850,056 | 5,907 | 0.08% | 0.1% | 82 | +539 | 0.06% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 804,315 | 5,590 | 0.01% | 0.01% | 83 | -185,043 | -18.7% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 766,740 | 5,328 | 0.0% | 0.0% | 84 | -686,626 | -47.24% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 745,117 | 5,178 | 0.01% | 0.01% | 85 | -50,797 | -6.38% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 743,013 | 5,163 | 0.0% | 0.0% | 86 | -20,365 | -2.67% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 732,574 | 5,091 | 0.08% | 0.08% | 87 | +79,100 | 12.1% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 723,391 | 5,027 | 0.14% | 0.04% | 88 | +535,991 | 286.01% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 631,593 | 4,390 | 0.01% | 0.01% | 89 | -106,712 | -14.45% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 619,163 | 4,303 | 0.07% | 0.08% | 90 | +96,789 | 18.53% | Q1 2026 | May 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 617,280 | 4,290 | 0.0% | 0.0% | 91 | +314,115 | 103.61% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 544,028 | 4,227 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 607,387 | 4,221 | 0.01% | 0.01% | 93 | +968 | 0.16% | Q1 2026 | May 06, 2026 |
| LEE DANNER & BASS INC | History | Added to | 602,245 | 4,185 | 0.26% | 0.04% | 94 | +527,710 | 708.0% | Q1 2026 | Apr 28, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 515,136 | 3,580 | 0.02% | 0.02% | 95 | -6,436 | -1.23% | Q1 2026 | May 14, 2026 |
| Havemeyer Place LP | History | Added to | 504,605 | 3,507 | 0.4% | 0.37% | 96 | +265,304 | 110.87% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 501,543 | 3,485 | 0.04% | 0.04% | 97 | -14,679 | -2.84% | Q1 2026 | Apr 20, 2026 |
| Soviero Asset Management, LP | History | Reduced | 500,000 | 3,475 | 1.74% | 2.01% | 98 | -40,000 | -7.41% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 471,989 | 3,280 | 0.01% | 0.01% | 99 | +88,503 | 23.08% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 467,558 | 3,249 | 0.0% | 0.0% | 100 | -7,455 | -1.57% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 464,719 | 3,229 | 0.01% | 0.01% | 101 | -6,867 | -1.46% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 447,176 | 3,107 | 0.0% | 0.01% | 102 | +3,989 | 0.9% | Q1 2026 | May 15, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 439,312 | 3,053 | 1.47% | 1.71% | 103 | +2,625 | 0.6% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 435,890 | 3,029 | 0.0% | — | 104 | +435,890 | New | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 432,951 | 3,009 | 0.01% | 0.01% | 105 | +8,329 | 1.96% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 425,258 | 2,955 | 0.0% | — | 106 | +425,258 | New | Q1 2026 | May 15, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Reduced | 425,000 | 2,953 | 0.44% | 0.65% | 107 | -100,000 | -19.05% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 424,613 | 2,951 | 0.02% | 0.02% | 108 | +60,487 | 16.61% | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | Reduced | 421,622 | 2,930 | 0.0% | 0.0% | 109 | -63,552 | -13.1% | Q1 2026 | May 12, 2026 |
| Hilton Capital Management, LLC | History | Added to | 419,141 | 2,913 | 0.22% | 0.15% | 110 | +160,447 | 62.02% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 418,500 | 2,908 | 0.05% | 0.06% | 111 | -13,700 | -3.17% | Q1 2026 | Apr 20, 2026 |
| JT Stratford LLC | History | Added to | 412,899 | 2,869 | 0.37% | 0.41% | 112 | +2,115 | 0.51% | Q1 2026 | May 15, 2026 |
| PLUSTICK MANAGEMENT LLC | History | No change | 400,000 | 2,780 | 1.34% | 1.38% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 394,740 | 2,743 | 0.02% | 0.39% | 114 | -5,210,670 | -92.96% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 391,194 | 2,718 | 0.03% | 0.04% | 115 | -11,634 | -2.89% | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 379,662 | 2,638 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | New | 378,642 | 2,631 | 0.09% | — | 117 | +378,642 | New | Q1 2026 | May 18, 2026 |
| XTX Topco Ltd | History | Added to | 368,889 | 2,563 | 0.04% | 0.01% | 118 | +331,185 | 878.38% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 362,075 | 2,516 | 0.01% | 0.01% | 119 | +59,499 | 19.66% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 359,234 | 2,496 | 0.01% | 0.0% | 120 | +141,145 | 64.72% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 354,773 | 2,465 | 0.0% | 0.0% | 121 | +87,099 | 32.54% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 349,758 | 2,430 | 0.0% | 0.0% | 122 | -7,594 | -2.13% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 347,290 | 2,413 | 0.03% | 0.03% | 123 | -15,234 | -4.2% | Q1 2026 | Apr 24, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 346,967 | 2,411 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 345,700 | 2,402 | 0.0% | 0.01% | 125 | -310,600 | -47.33% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 323,813 | 2,250 | 0.01% | 0.0% | 126 | +200,969 | 163.6% | Q1 2026 | Apr 30, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 321,394 | 2,233 | 0.33% | 0.36% | 127 | +5,910 | 1.87% | Q1 2026 | May 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 272,900 | 2,120 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sentinel Dome Partners, LLC | History | Added to | 302,816 | 2,104 | 2.0% | 0.47% | 129 | +213,000 | 237.15% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 293,208 | 2,037 | 0.03% | 0.01% | 130 | +149,382 | 103.86% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 287,434 | 1,997 | 0.0% | 0.0% | 131 | +58,506 | 25.56% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 281,460 | 1,956 | 0.0% | 0.0% | 133 | +267,460 | 1910.43% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 281,266 | 1,956 | 0.0% | 0.0% | 132 | -44,984 | -13.79% | Q1 2026 | May 15, 2026 |
| Gifford Fong Associates | History | No change | 250,000 | 1,943 | 0.39% | 0.39% | 134 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Credit Capital Investments LLC | History | Added to | 273,000 | 1,897 | 1.72% | 1.3% | 135 | +95,000 | 53.37% | Q1 2026 | May 01, 2026 |
| AMALGAMATED BANK | History | Reduced | 271,106 | 1,884 | 0.01% | 0.02% | 136 | -3,476 | -1.27% | Q1 2026 | May 08, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 269,877 | 1,875 | 0.0% | 0.0% | 137 | +214,827 | 390.24% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 269,400 | 1,872 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arizona State Retirement System | History | Reduced | 267,635 | 1,860 | 0.01% | 0.01% | 139 | -3,269 | -1.21% | Q1 2026 | May 01, 2026 |
| Clayton Partners LLC | History | Added to | 265,000 | 1,841 | 1.34% | 0.42% | 140 | +190,000 | 253.33% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 263,016 | 1,827 | 0.02% | 0.02% | 141 | +5,643 | 2.19% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | Added to | 262,656 | 1,825 | 0.0% | 0.0% | 142 | +77,861 | 42.13% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 262,053 | 1,818 | 0.08% | 0.08% | 143 | +46,039 | 21.31% | Q1 2026 | May 08, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 250,000 | 1,737 | 0.01% | — | 144 | +250,000 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 247,705 | 1,721 | 0.01% | — | 145 | +247,705 | New | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 247,398 | 1,719 | 0.02% | 0.0% | 146 | +216,781 | 708.04% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 219,967 | 1,709 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 235,980 | 1,640 | 0.0% | 0.01% | 148 | -326,540 | -58.05% | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 235,300 | 1,635 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 234,403 | 1,630 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 233,345 | 1,621 | 0.01% | 0.01% | 151 | -257 | -0.11% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 232,221 | 1,586 | 0.0% | 0.0% | 152 | +5,155 | 2.27% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 225,684 | 1,568 | 0.01% | 0.0% | 153 | +168,784 | 296.63% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 224,216 | 1,558 | 0.0% | 0.0% | 154 | +218,430 | 3775.15% | Q1 2026 | May 01, 2026 |
| Kentucky Retirement Systems | History | New | 48,800 | 1,554 | 0.11% | — | 155 | +48,800 | New | Q1 2026 | May 19, 2026 |
| Cerity Partners LLC | History | Added to | 219,663 | 1,527 | 0.0% | 0.0% | 156 | +152,210 | 225.65% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 215,706 | 1,499 | 0.02% | 0.02% | 157 | -146 | -0.07% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 214,500 | 1,490 | 0.01% | 0.01% | 158 | +6,200 | 2.98% | Q1 2026 | Apr 29, 2026 |
| MRP Capital Investments, LLC | History | Added to | 198,100 | 1,376 | 1.2% | 1.12% | 159 | +26,750 | 15.61% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 188,506 | 1,310 | 0.0% | 0.0% | 160 | -7,586 | -3.87% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 183,851 | 1,277 | 0.0% | 0.0% | 161 | +8,774 | 5.01% | Q1 2026 | May 05, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 180,286 | 1,252 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 180,108 | 1,251 | 0.0% | 0.0% | 163 | +95,164 | 112.03% | Q1 2026 | May 15, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 176,250 | 1,224 | 0.5% | 0.53% | 164 | +11,100 | 6.72% | Q1 2026 | Apr 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 169,451 | 1,173 | 0.0% | 0.0% | 165 | +51,947 | 44.21% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 167,407 | 1,163 | 0.03% | 0.04% | 166 | -590 | -0.35% | Q1 2026 | May 13, 2026 |
| October Effect Ltd | History | Reduced | 163,995 | 1,139 | 1.31% | 1.62% | 167 | -25,950 | -13.66% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 159,997 | 1,111 | 0.0% | 0.0% | 168 | +2,559 | 1.63% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 155,184 | 1,078 | 0.0% | 0.0% | 169 | +14,088 | 9.98% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Reduced | 152,866 | 1,062 | 0.0% | 0.0% | 170 | -37,172 | -19.56% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 152,416 | 1,059 | 0.0% | 0.01% | 171 | -483,102 | -76.02% | Q1 2026 | Apr 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 150,823 | 1,048 | 0.0% | 0.0% | 172 | +8,814 | 6.21% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 145,976 | 1,014 | 0.01% | — | 173 | +145,976 | New | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 137,934 | 958 | 0.0% | 0.02% | 174 | -457,483 | -76.83% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 137,580 | 956 | 0.02% | 0.02% | 175 | -813 | -0.59% | Q1 2026 | May 04, 2026 |
| BSW Wealth Partners | History | Reduced | 136,078 | 945 | 0.12% | 0.14% | 176 | -16,500 | -10.81% | Q1 2026 | Apr 14, 2026 |
| Empowered Funds, LLC | History | New | 133,085 | 924 | 0.01% | — | 177 | +133,085 | New | Q1 2026 | May 14, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 130,115 | 904 | 0.14% | — | 178 | +130,115 | New | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 128,909 | 895 | 0.0% | 0.0% | 179 | -3,037 | -2.3% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | New | 128,589 | 893 | 0.01% | — | 180 | +128,589 | New | Q1 2026 | May 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 127,783 | 888 | 0.09% | 0.1% | 181 | +231 | 0.18% | Q1 2026 | May 07, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 124,274 | 863 | 0.02% | 0.02% | 182 | -396 | -0.32% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | No change | 124,000 | 861 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 119,134 | 827 | 0.0% | 0.0% | 184 | -1,570 | -1.3% | Q1 2026 | Apr 29, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 118,413 | 822 | 0.35% | — | 185 | +118,413 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 114,946 | 798 | 0.0% | 0.01% | 186 | -443,137 | -79.4% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 114,223 | 793 | 0.03% | 0.03% | 187 | +10,000 | 9.59% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 113,200 | 786 | 0.0% | 0.0% | 188 | -32,800 | -22.47% | Q1 2026 | Apr 24, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 107,985 | 750 | 0.01% | 0.01% | 189 | +139 | 0.13% | Q1 2026 | May 07, 2026 |
| Quantbot Technologies LP | History | New | 106,816 | 742 | 0.03% | — | 190 | +106,816 | New | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 105,600 | 733 | 0.0% | 0.0% | 191 | -38,915 | -26.93% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 103,930 | 722 | 0.0% | 0.0% | 192 | -100,724 | -49.22% | Q1 2026 | May 04, 2026 |
| KBC Group NV | History | Added to | 103,335 | 718 | 0.0% | 0.0% | 193 | +22,053 | 27.13% | Q1 2026 | May 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 100,865 | 701 | 0.01% | 0.01% | 194 | +29,539 | 41.41% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 100,687 | 699 | 0.0% | — | 196 | +100,687 | New | Q1 2026 | May 14, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Added to | 100,618 | 699 | 0.01% | 0.01% | 195 | +23,904 | 31.16% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 99,547 | 692 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 98,982 | 687 | 0.02% | 0.01% | 198 | +70,727 | 250.32% | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | New | 98,096 | 681 | 0.17% | — | 199 | +98,096 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 96,698 | 672 | 0.01% | 0.01% | 200 | +20,224 | 26.45% | Q1 2026 | Apr 22, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | New | 105,000 | 670 | 0.02% | — | 201 | +105,000 | New | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 95,000 | 660 | 0.0% | — | 202 | +95,000 | New | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 91,337 | 634 | 0.04% | 0.06% | 203 | -31,231 | -25.48% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 88,903 | 617 | 0.0% | 0.0% | 204 | +12,992 | 17.11% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 88,736 | 616 | 0.02% | 0.0% | 205 | +74,842 | 538.66% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 86,919 | 604 | 0.0% | 0.0% | 206 | +8,835 | 11.31% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 85,533 | 594 | 0.0% | 0.0% | 207 | +14,522 | 20.45% | Q1 2026 | May 12, 2026 |
| Family Legacy Financial Solutions, LLC | History | No change | 834 | 586 | 0.47% | 0.22% | 208 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 84,374 | 561 | 0.0% | 0.0% | 209 | +11,044 | 15.06% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 79,573 | 553 | 0.01% | 0.01% | 210 | +1,996 | 2.57% | Q1 2026 | May 14, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 79,132 | 549 | 0.03% | 0.04% | 211 | +3,133 | 4.12% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 78,854 | 547 | 0.0% | 0.0% | 213 | -4,260 | -5.13% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 78,806 | 547 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 78,690 | 546 | 0.0% | 0.0% | 214 | +1,294 | 1.67% | Q1 2026 | May 15, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 75,000 | 521 | 0.15% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | New | 58,965 | 520 | 0.01% | — | 216 | +58,965 | New | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 72,531 | 504 | 0.0% | 0.0% | 217 | -1,353 | -1.83% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 72,243 | 502 | 0.0% | 0.0% | 218 | -80,465 | -52.69% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 72,263 | 502 | 0.0% | 0.0% | 219 | -16,264 | -18.37% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 71,539 | 497 | 0.0% | 0.0% | 220 | +2,704 | 3.93% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 63,141 | 490 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 70,000 | 486 | 0.01% | 0.0% | 222 | +50,000 | 250.0% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 69,439 | 483 | 0.0% | 0.0% | 223 | +14,509 | 26.41% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Reduced | 68,046 | 472 | 0.01% | 0.01% | 224 | -20,985 | -23.57% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 67,374 | 468 | 0.0% | 0.0% | 225 | -9 | -0.01% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 66,422 | 461 | 0.02% | 0.03% | 226 | +2,500 | 3.91% | Q1 2026 | Apr 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 66,282 | 460 | 0.01% | 0.01% | 227 | +5,195 | 8.5% | Q1 2026 | Apr 09, 2026 |
| Compound Planning, Inc. | History | Added to | 64,380 | 447 | 0.01% | 0.01% | 228 | +3,462 | 5.68% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 62,855 | 436 | 0.01% | — | 229 | +62,855 | New | Q1 2026 | Apr 10, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 61,989 | 430 | 0.0% | 0.0% | 230 | +17,622 | 39.72% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 61,531 | 427 | 0.0% | 0.0% | 232 | +54,596 | 787.25% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 61,537 | 427 | 0.0% | 0.0% | 231 | -18,437 | -23.05% | Q1 2026 | May 13, 2026 |
| Argent Advisors, Inc. | History | Reduced | 61,272 | 425 | 0.12% | 0.17% | 233 | -15,632 | -20.33% | Q1 2026 | Apr 24, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 60,942 | 423 | 0.01% | 0.01% | 234 | -657 | -1.07% | Q1 2026 | May 11, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 60,320 | 419 | 0.14% | 0.1% | 235 | +31,476 | 109.12% | Q1 2026 | May 08, 2026 |
| AXQ CAPITAL, LP | History | Added to | 59,244 | 411 | 0.05% | 0.05% | 236 | +31,672 | 114.87% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 56,870 | 397 | 0.0% | 0.0% | 237 | -91,488 | -61.67% | Q1 2026 | Apr 08, 2026 |
| Circle Wealth Management, LLC | History | Added to | 56,292 | 391 | 0.01% | 0.01% | 238 | +1,098 | 1.99% | Q1 2026 | May 11, 2026 |
| Abel Hall, LLC | History | Added to | 55,033 | 382 | 0.08% | 0.1% | 239 | +766 | 1.41% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 54,241 | 376 | 0.0% | 0.0% | 240 | -1,457 | -2.62% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | New | 53,095 | 369 | 0.01% | — | 241 | +53,095 | New | Q1 2026 | May 13, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 46,943 | 365 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 51,838 | 359 | 0.0% | 0.0% | 243 | -19,973 | -27.81% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 50,989 | 354 | 0.0% | — | 244 | +50,989 | New | Q1 2026 | May 12, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 48,744 | 338 | 0.04% | 0.04% | 245 | -765 | -1.55% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | Added to | 47,328 | 328 | 0.0% | 0.0% | 246 | +35,077 | 286.32% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 46,792 | 325 | 0.01% | 0.02% | 247 | -35,919 | -43.43% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 46,487 | 323 | 0.0% | — | 248 | +46,487 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 46,459 | 322 | 0.0% | 0.0% | 249 | -4,515 | -8.86% | Q1 2026 | Apr 24, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 46,011 | 319 | 0.01% | 0.02% | 250 | -22,119 | -32.47% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 43,660 | 303 | 0.01% | 0.01% | 251 | +2,068 | 4.97% | Q1 2026 | Apr 24, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 43,529 | 302 | 0.01% | 0.01% | 252 | +1,888 | 4.53% | Q1 2026 | Apr 28, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 43,270 | 300 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Reduced | 42,852 | 297 | 0.01% | 0.01% | 255 | -3,625 | -7.8% | Q1 2026 | Apr 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 42,741 | 297 | 0.0% | 0.0% | 254 | +493 | 1.17% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 42,423 | 294 | 0.0% | 0.0% | 256 | +18,235 | 75.39% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 41,999 | 291 | 0.0% | 0.0% | 257 | +10,655 | 33.99% | Q1 2026 | May 04, 2026 |
| NorthCoast Asset Management LLC | History | No change | 41,301 | 287 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 42,888 | 286 | 0.0% | 0.0% | 259 | +4,421 | 11.49% | Q1 2026 | May 15, 2026 |
| Straight Path Wealth Management | History | No change | 40,000 | 278 | 0.07% | 0.08% | 260 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 39,726 | 276 | 0.0% | 0.0% | 261 | -4,218 | -9.6% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 39,702 | 275 | 0.0% | 0.0% | 262 | -1,105 | -2.71% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Reduced | 39,315 | 273 | 0.01% | 0.02% | 263 | -20,469 | -34.24% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 38,656 | 268 | 0.0% | 0.0% | 264 | +12,996 | 50.65% | Q1 2026 | May 14, 2026 |
| Vinva Investment Management Ltd | History | New | 28,459 | 265 | 0.0% | — | 265 | +28,459 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 37,868 | 263 | 0.03% | 0.04% | 266 | +1,970 | 5.49% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 37,453 | 260 | 0.02% | — | 267 | +37,453 | New | Q1 2026 | May 08, 2026 |
| Revisor Wealth Management LLC | History | Added to | 37,395 | 259 | 0.07% | 0.08% | 268 | +2,118 | 6.0% | Q1 2026 | Apr 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 36,600 | 254 | 0.0% | 0.0% | 269 | -2,200 | -5.67% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 36,371 | 252 | 0.0% | 0.0% | 270 | +13,585 | 59.62% | Q1 2026 | May 07, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 39,248 | 250 | 0.04% | 0.06% | 271 | -8,869 | -18.43% | Q1 2026 | May 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 36,094 | 250 | 0.05% | 0.05% | 272 | +195 | 0.54% | Q1 2026 | Apr 28, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 35,821 | 248 | 0.04% | — | 273 | +35,821 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,180 | 244 | 0.0% | 0.0% | 274 | +9,415 | 36.54% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 34,474 | 239 | 0.01% | 0.03% | 275 | -109,357 | -76.03% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 34,002 | 236 | 0.02% | 0.03% | 276 | -914 | -2.62% | Q1 2026 | Apr 24, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 33,428 | 232 | 0.01% | 0.02% | 277 | -1,192 | -3.44% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 33,438 | 232 | 0.0% | 0.0% | 278 | +859 | 2.64% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 33,071 | 229 | 0.0% | 0.05% | 279 | -257,313 | -88.61% | Q1 2026 | Apr 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 32,532 | 226 | 0.0% | — | 281 | +32,532 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 29,155 | 226 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 32,047 | 222 | 0.0% | 0.0% | 283 | +19,442 | 154.24% | Q1 2026 | Apr 27, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 31,997 | 222 | 0.0% | 0.0% | 282 | -294 | -0.91% | Q1 2026 | May 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 31,875 | 221 | 0.01% | 0.01% | 284 | +1,393 | 4.57% | Q1 2026 | Apr 17, 2026 |
| Vident Advisory, LLC | History | Added to | 31,621 | 219 | 0.0% | 0.0% | 285 | +7,111 | 29.01% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 30,810 | 214 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 30,479 | 211 | 0.0% | 0.0% | 287 | -32,449 | -51.57% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 30,300 | 210 | 0.05% | — | 289 | +30,300 | New | Q1 2026 | May 12, 2026 |
| Bayforest Capital Ltd | History | Added to | 30,274 | 210 | 0.24% | 0.16% | 288 | +2,178 | 7.75% | Q1 2026 | Apr 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 30,056 | 208 | 0.0% | 0.0% | 290 | +3,071 | 11.38% | Q1 2026 | May 04, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 30,050 | 208 | 0.05% | 0.05% | 291 | -1,900 | -5.95% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 29,246 | 203 | 0.0% | 0.0% | 292 | -10,568 | -26.54% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 29,026 | 201 | 0.0% | 0.0% | 293 | -394 | -1.34% | Q1 2026 | Apr 15, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 27,607 | 191 | 0.02% | 0.03% | 294 | -15,927 | -36.59% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 26,865 | 186 | 0.0% | 0.0% | 295 | -3,584 | -11.77% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 25,681 | 178 | 0.01% | 0.01% | 296 | -500 | -1.91% | Q1 2026 | May 12, 2026 |
| Callan Family Office, LLC | History | Reduced | 25,505 | 177 | 0.0% | 0.0% | 297 | -1,007 | -3.8% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 25,061 | 174 | 0.0% | 0.0% | 298 | +3,174 | 14.5% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Reduced | 24,205 | 168 | 0.0% | 0.0% | 299 | -891 | -3.55% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 23,684 | 164 | 0.01% | — | 300 | +23,684 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 23,358 | 162 | 0.02% | 0.02% | 301 | +1,006 | 4.5% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 22,817 | 158 | 0.0% | 0.0% | 302 | +8,846 | 63.32% | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Reduced | 22,656 | 157 | 0.0% | 0.0% | 303 | -8,151 | -26.46% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | Added to | 22,095 | 153 | 0.03% | — | 304 | +22,000 | 23157.89% | Q1 2026 | May 04, 2026 |
| Keystone Financial Group | History | Reduced | 21,768 | 151 | 0.01% | 0.01% | 305 | -4,000 | -15.52% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 21,340 | 148 | 0.0% | 0.0% | 306 | -2,018 | -8.64% | Q1 2026 | Apr 27, 2026 |
| Entropy Technologies, LP | History | New | 21,097 | 146 | 0.01% | — | 308 | +21,097 | New | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 21,150 | 146 | 0.01% | 0.01% | 307 | -540 | -2.49% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 20,621 | 143 | 0.0% | 0.0% | 309 | -250 | -1.2% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,218 | 140 | 0.0% | 0.0% | 310 | +41 | 0.2% | Q1 2026 | Apr 27, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 20,000 | 139 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 16,480 | 139 | 0.08% | 0.1% | 312 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,933 | 138 | 0.0% | 0.0% | 313 | +349 | 1.78% | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 17,733 | 137 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Secure Asset Management, LLC | History | Added to | 19,621 | 136 | 0.02% | 0.02% | 315 | +1,235 | 6.72% | Q1 2026 | Apr 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 19,485 | 135 | 0.0% | 0.0% | 316 | -1,336 | -6.42% | Q1 2026 | Apr 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 19,370 | 134 | 0.01% | — | 317 | +19,370 | New | Q1 2026 | May 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,949 | 133 | 0.0% | 0.0% | 318 | -1,242 | -6.15% | Q1 2026 | Apr 07, 2026 |
| Ballentine Partners, LLC | History | Reduced | 18,744 | 130 | 0.0% | 0.0% | 319 | -1,647 | -8.08% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 18,525 | 128 | 0.0% | 0.0% | 320 | +508 | 2.82% | Q1 2026 | Apr 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 19,889 | 127 | 0.0% | 0.0% | 322 | +1,473 | 8.0% | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 18,414 | 127 | 0.0% | 0.0% | 321 | +300 | 1.66% | Q1 2026 | Apr 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 18,040 | 125 | 0.0% | 0.0% | 323 | +4,329 | 31.57% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 18,015 | 125 | 0.0% | 0.0% | 324 | -64 | -0.35% | Q1 2026 | Apr 07, 2026 |
| Smith Salley Wealth Management | History | Reduced | 17,864 | 124 | 0.01% | 0.01% | 325 | -1 | -0.01% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,802 | 123 | 0.0% | 0.0% | 326 | +377 | 2.16% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 17,613 | 122 | 0.01% | 0.01% | 327 | +500 | 2.92% | Q1 2026 | Apr 28, 2026 |
| Headlands Technologies LLC | History | New | 17,549 | 121 | 0.01% | — | 328 | +17,549 | New | Q1 2026 | May 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 17,358 | 120 | 0.0% | — | 329 | +17,358 | New | Q1 2026 | Apr 13, 2026 |
| Inscription Capital, LLC | History | No change | 16,875 | 117 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pacific Sage Partners, LLC | History | No change | 16,787 | 116 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Numerai GP LLC | History | Reduced | 16,485 | 114 | 0.01% | 0.03% | 333 | -20,770 | -55.75% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 16,417 | 114 | 0.0% | 0.0% | 334 | +3,347 | 25.61% | Q1 2026 | May 05, 2026 |
| HOWE & RUSLING INC | History | Added to | 16,454 | 114 | 0.01% | 0.01% | 332 | +208 | 1.28% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 16,377 | 113 | 0.0% | 0.0% | 335 | +891 | 5.75% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 16,176 | 112 | 0.0% | — | 336 | +16,176 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 15,946 | 110 | 0.0% | — | 338 | +15,946 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 15,915 | 110 | 0.0% | 0.0% | 337 | +2 | 0.01% | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 12,941 | 109 | 0.0% | 0.0% | 339 | -830 | -6.03% | Q1 2026 | May 11, 2026 |
| Olympiad Research LP | History | Added to | 15,416 | 107 | 0.33% | 0.27% | 341 | +2,350 | 17.99% | Q1 2026 | May 13, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 15,446 | 107 | 0.02% | 0.02% | 340 | -1,494 | -8.82% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 15,338 | 106 | 0.0% | 0.0% | 342 | +40 | 0.26% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 15,244 | 105 | 0.0% | — | 343 | +15,244 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 14,983 | 104 | 0.0% | 0.01% | 345 | -1,845 | -10.96% | Q1 2026 | Apr 06, 2026 |
| PDS Planning, Inc | History | Added to | 15,023 | 104 | 0.01% | 0.01% | 344 | +715 | 5.0% | Q1 2026 | Apr 21, 2026 |
| INCEPTIONR LLC | History | New | 14,818 | 102 | 0.02% | — | 346 | +14,818 | New | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,498 | 100 | 0.0% | 0.0% | 347 | -17,695 | -54.97% | Q1 2026 | Apr 30, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 14,450 | 100 | 0.0% | 0.01% | 348 | -793 | -5.2% | Q1 2026 | May 07, 2026 |
| Vise Technologies, Inc. | History | No change | 12,780 | 99 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,189 | 98 | 0.0% | 0.0% | 350 | +3,473 | 32.41% | Q1 2026 | May 15, 2026 |
| bLong Financial, LLC | History | Reduced | 14,029 | 97 | 0.07% | 0.08% | 351 | -143 | -1.01% | Q1 2026 | Apr 21, 2026 |
| Scientech Research LLC | History | New | 13,868 | 96 | 0.08% | — | 355 | +13,868 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,939 | 96 | 0.0% | 0.0% | 354 | +2,385 | 20.64% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 13,953 | 96 | 0.01% | 0.01% | 352 | +887 | 6.79% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 13,821 | 96 | 0.0% | 0.0% | 353 | -56 | -0.4% | Q1 2026 | Apr 17, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Reduced | 13,591 | 94 | 0.05% | 0.06% | 357 | -1,200 | -8.11% | Q1 2026 | May 13, 2026 |
| Wellington Shields & Co., LLC | History | No change | 13,584 | 94 | 0.02% | 0.03% | 356 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | New | 13,358 | 92 | 0.0% | — | 360 | +13,358 | New | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | New | 13,340 | 92 | 0.0% | — | 361 | +13,340 | New | Q1 2026 | May 11, 2026 |
| Invst, LLC | History | Added to | 13,255 | 92 | 0.01% | 0.01% | 359 | +104 | 0.79% | Q1 2026 | May 13, 2026 |
| WealthTrust Axiom LLC | History | No change | 13,368 | 92 | 0.02% | 0.03% | 358 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TruWealth Advisors, LLC | History | New | 13,214 | 91 | 0.0% | — | 364 | +13,214 | New | Q1 2026 | Apr 09, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,198 | 91 | 0.0% | — | 365 | +13,198 | New | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,184 | 91 | 0.0% | 0.0% | 362 | -965 | -6.82% | Q1 2026 | Apr 28, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 13,150 | 91 | 0.02% | 0.03% | 363 | +500 | 3.95% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 13,023 | 90 | 0.0% | 0.0% | 366 | +841 | 6.9% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 12,909 | 89 | 0.01% | 0.01% | 367 | -1,023 | -7.34% | Q1 2026 | May 12, 2026 |
| HARVEST MANAGEMENT LLC | History | No change | 12,540 | 87 | 0.04% | 0.03% | 368 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 12,174 | 84 | 0.0% | 0.0% | 369 | +1,457 | 13.6% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 12,091 | 84 | 0.0% | 0.01% | 370 | -400 | -3.2% | Q1 2026 | Apr 23, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 12,005 | 83 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 12,958 | 82 | 0.0% | 0.01% | 372 | -11,003 | -45.92% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | New | 11,624 | 80 | 0.0% | — | 373 | +11,624 | New | Q1 2026 | Apr 28, 2026 |
| Raiffeisen Bank International AG | History | No change | 11,403 | 79 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Trust Point Inc. | History | New | 11,095 | 77 | 0.01% | — | 377 | +11,095 | New | Q1 2026 | Apr 15, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 11,147 | 77 | 0.03% | 0.04% | 376 | +2 | 0.02% | Q1 2026 | Apr 13, 2026 |
| Cadence Bank | History | No change | 10,000 | 77 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 11,019 | 76 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 10,755 | 74 | 0.01% | 0.01% | 379 | -5,762 | -34.89% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 10,536 | 73 | 0.0% | 0.0% | 380 | +36 | 0.34% | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 10,459 | 72 | 0.01% | — | 381 | +10,459 | New | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 10,024 | 70 | 0.0% | — | 384 | +10,024 | New | Q1 2026 | May 18, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 10,095 | 70 | 0.01% | 0.01% | 382 | +34 | 0.34% | Q1 2026 | Apr 23, 2026 |
| ASO GROUP Ltd | History | No change | 10,000 | 70 | 0.03% | 0.03% | 383 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Key Capital Management, INC | History | New | 10,000 | 69 | 0.05% | — | 387 | +10,000 | New | Q1 2026 | May 07, 2026 |
| Firestone Capital Management | History | No change | 10,000 | 69 | 0.01% | 0.02% | 385 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quantum Private Wealth, LLC | History | No change | 10,000 | 69 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 9,693 | 67 | 0.0% | 0.0% | 388 | +927 | 10.57% | Q1 2026 | May 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 10,000 | 62 | 0.01% | 0.04% | 389 | -10,000 | -50.0% | Q1 2026 | May 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 8,785 | 61 | 0.0% | 0.0% | 390 | -18 | -0.2% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 7,882 | 61 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8,457 | 58 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 8,373 | 58 | 0.01% | 0.02% | 393 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Asset Planning,Inc | History | New | 8,100 | 56 | 0.04% | — | 394 | +8,100 | New | Q1 2026 | Apr 23, 2026 |
| State of Wyoming | History | Reduced | 7,963 | 55 | 0.01% | 0.03% | 395 | -27,658 | -77.65% | Q1 2026 | May 13, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 7,776 | 54 | 0.01% | 0.0% | 396 | +4,519 | 138.75% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,600 | 53 | 0.0% | 0.0% | 397 | +1,373 | 22.05% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6,878 | 48 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,024 | 46 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,493 | 45 | 0.0% | 0.0% | 400 | -1,602 | -19.79% | Q1 2026 | May 07, 2026 |
| Orion Capital Management LLC | History | No change | 6,454 | 44 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trust Co | History | No change | 5,545 | 38 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,413 | 37 | 0.0% | 0.0% | 403 | -150 | -2.7% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 5,124 | 35 | 0.0% | 0.0% | 404 | -22 | -0.43% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,484 | 31 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 4,275 | 29 | 0.01% | 0.02% | 406 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 3,610 | 28 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 3,940 | 27 | 0.0% | — | 409 | +3,940 | New | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,000 | 27 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,816 | 26 | 0.0% | 0.0% | 410 | +3,136 | 461.18% | Q1 2026 | May 15, 2026 |
| Pandora Wealth, Inc. | History | No change | 3,330 | 25 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CVA Family Office, LLC | History | Added to | 3,290 | 22 | 0.0% | — | 413 | +3,184 | 3003.77% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,885 | 22 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,091 | 21 | 0.0% | 0.0% | 414 | -789 | -20.34% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | New | 3,014 | 20 | 0.01% | — | 417 | +3,014 | New | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 3,001 | 20 | 0.0% | — | 416 | +3,001 | New | Q1 2026 | May 19, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 2,963 | 20 | 0.0% | 0.0% | 415 | -40 | -1.33% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,866 | 19 | 0.0% | — | 418 | +2,866 | New | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 2,682 | 18 | 0.01% | 0.04% | 419 | -4,500 | -62.66% | Q1 2026 | Apr 30, 2026 |
| Financial Perspectives, Inc | History | No change | 2,494 | 17 | 0.0% | 0.01% | 420 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,219 | 15 | 0.0% | 0.0% | 421 | -83 | -3.61% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,060 | 14 | 0.0% | 0.0% | 423 | -80 | -3.74% | Q1 2026 | Apr 06, 2026 |
| ASSETMARK, INC | History | Added to | 2,025 | 14 | 0.0% | 0.0% | 422 | +29 | 1.45% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,906 | 13 | 0.0% | 0.0% | 424 | -10,000 | -83.99% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,975 | 13 | 0.0% | 0.0% | 425 | +118 | 6.35% | Q1 2026 | Apr 24, 2026 |
| Sachetta, LLC | History | No change | 2,000 | 13 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,817 | 12 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,693 | 11 | 0.0% | 0.0% | 428 | +14 | 0.83% | Q1 2026 | May 07, 2026 |
| Generali Asset Management SPA SGR | History | No change | 1,721 | 11 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1,574 | 10 | 0.0% | 0.02% | 431 | -7,027 | -81.7% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,496 | 10 | 0.0% | 0.0% | 430 | -162 | -9.77% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | No change | 1,479 | 10 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,217 | 9 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,213 | 8 | 0.0% | 0.0% | 434 | -11 | -0.9% | Q1 2026 | Apr 13, 2026 |
| Motiv8 Investments LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 1,035 | 7 | 0.0% | 0.01% | 438 | -1,595 | -60.65% | Q1 2026 | May 05, 2026 |
| Longview Financial Advisors, Inc. | History | New | 1,050 | 7 | 0.0% | — | 441 | +1,050 | New | Q1 2026 | Apr 20, 2026 |
| Bare Financial Services, Inc | History | Added to | 1,145 | 7 | 0.0% | 0.0% | 439 | +311 | 37.29% | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 1,128 | 7 | 0.0% | 0.0% | 440 | -172 | -13.23% | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,087 | 7 | 0.0% | 0.0% | 437 | -73 | -6.29% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | No change | 1,048 | 7 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 885 | 6 | 0.0% | 0.0% | 448 | +633 | 251.19% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 912 | 6 | 0.0% | 0.0% | 443 | -619 | -40.43% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,000 | 6 | 0.0% | 0.0% | 442 | -60 | -5.66% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | No change | 1,000 | 6 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Founders Capital Management | History | No change | 1,000 | 6 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Pacific Financial | History | No change | 978 | 6 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SWAN Capital LLC | History | No change | 1,000 | 6 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 860 | 5 | 0.0% | — | 453 | +860 | New | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 793 | 5 | 0.0% | — | 452 | +793 | New | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 799 | 5 | 0.0% | 0.0% | 450 | -570 | -41.64% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 724 | 5 | 0.0% | 0.0% | 449 | +66 | 10.03% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 723 | 5 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DANSKE BANK A/S | History | Reduced | 700 | 4 | 0.0% | 0.0% | 454 | -10,100 | -93.52% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 714 | 4 | 0.0% | 0.0% | 455 | +458 | 178.91% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 594 | 4 | 0.0% | 0.0% | 456 | +150 | 33.78% | Q1 2026 | Apr 28, 2026 |
| Financial Avengers, Inc. | History | No change | 717 | 4 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Quent Capital, LLC | History | No change | 661 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 700 | 4 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 683 | 4 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 600 | 4 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 581 | 4 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Militia Capital Management LLC | History | New | 15,000 | 3 | 0.0% | — | 474 | +15,000 | New | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | New | 450 | 3 | 0.0% | — | 472 | +450 | New | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 566 | 3 | 0.0% | 0.0% | 467 | +116 | 25.78% | Q1 2026 | Apr 15, 2026 |
| Phillip James Consulting Co. | History | New | 75 | 3 | 0.0% | — | 473 | +75 | New | Q1 2026 | May 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 500 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| High Note Wealth, LLC | History | No change | 516 | 3 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 572 | 3 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Blue Trust, Inc. | History | No change | 530 | 3 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arlington Trust Co LLC | History | No change | 474 | 3 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Winthrop Capital Management, LLC | History | No change | 443 | 3 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| American Capital Advisory, LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Twin Tree Management, LP | History | Reduced | 304 | 2 | 0.0% | 0.0% | 479 | -9,876 | -97.01% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 349 | 2 | 0.0% | 0.0% | 480 | -926 | -72.63% | Q1 2026 | May 04, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 418 | 2 | 0.0% | — | 491 | +418 | New | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 321 | 2 | 0.0% | — | 490 | +321 | New | Q1 2026 | Apr 13, 2026 |
| AXS Investments LLC | History | Reduced | 302 | 2 | 0.0% | 0.0% | 484 | -164 | -35.19% | Q1 2026 | May 06, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 312 | 2 | 0.0% | 0.0% | 481 | +59 | 23.32% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 398 | 2 | 0.0% | 0.0% | 483 | +2 | 0.51% | Q1 2026 | Apr 24, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 369 | 2 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 300 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 363 | 2 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 356 | 2 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | No change | 317 | 2 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 355 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PFS Partners, LLC | History | No change | 375 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Westfuller Advisors, LLC | History | No change | 340 | 2 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Holos Integrated Wealth LLC | History | No change | 379 | 2 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 323 | 2 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 268 | 1 | 0.0% | 0.0% | 507 | -938 | -77.78% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | Reduced | 200 | 1 | 0.0% | 0.0% | 503 | -291 | -59.27% | Q1 2026 | May 05, 2026 |
| Main Street Group, LTD | History | New | 242 | 1 | 0.0% | — | 517 | +242 | New | Q1 2026 | May 06, 2026 |
| Stone House Investment Management, LLC | History | New | 211 | 1 | 0.0% | — | 515 | +211 | New | Q1 2026 | Apr 22, 2026 |
| Nemes Rush Group LLC | History | New | 200 | 1 | 0.0% | — | 518 | +200 | New | Q1 2026 | Apr 21, 2026 |
| Scarborough Advisors, LLC | History | New | 170 | 1 | 0.0% | — | 516 | +170 | New | Q1 2026 | May 07, 2026 |
| Manchester Capital Management LLC | History | Added to | 201 | 1 | 0.0% | — | 495 | +153 | 318.75% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 145 | 1 | 0.0% | — | 512 | +70 | 93.33% | Q1 2026 | Apr 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 226 | 1 | 0.0% | 0.0% | 496 | -36 | -13.74% | Q1 2026 | Apr 20, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 161 | 1 | 0.0% | 0.0% | 502 | -25 | -13.44% | Q1 2026 | Apr 30, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 183 | 1 | 0.0% | 0.0% | 510 | -10 | -5.18% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 159 | 1 | 0.0% | 0.0% | 509 | +4 | 2.58% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 153 | 1 | 0.0% | 0.0% | 492 | -1 | -0.65% | Q1 2026 | Apr 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 169 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 233 | 1 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 233 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pacific Center for Financial Services | History | No change | 198 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | No change | 254 | 1 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 142 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 241 | 1 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | No change | 150 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 276 | 1 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Dunhill Financial, LLC | History | No change | 264 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 155 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parvin Asset Management, LLC | History | No change | 175 | 1 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | No change | 222 | 1 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 148 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Palestra Capital Management LLC | History | Closed out | 0 | 0 | — | 3.07% | — | -11,167,585 | -100.0% | Q1 2026 | May 15, 2026 |
| Benchstone Capital Management LP | History | Closed out | 0 | 0 | — | 2.93% | — | -3,500,000 | -100.0% | Q1 2026 | May 15, 2026 |
| AustralianSuper Pty Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -1,381,488 | -100.0% | Q1 2026 | May 07, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -993,213 | -100.0% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Closed out | 0 | 0 | — | 0.01% | — | -976,832 | -100.0% | Q1 2026 | May 14, 2026 |
| Crescent Park Management, L.P. | History | Closed out | 0 | 0 | — | 3.51% | — | -739,400 | -100.0% | Q1 2026 | May 13, 2026 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -531,219 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -394,750 | -100.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -275,800 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | Closed out | 0 | 0 | — | 0.01% | — | -275,662 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.02% | — | -275,662 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -221,652 | -100.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -200,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -154,409 | -100.0% | Q1 2026 | May 08, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -152,038 | -100.0% | Q1 2026 | May 14, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -146,708 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.09% | — | -123,027 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -98,966 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -98,966 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -85,719 | -100.0% | Q1 2026 | May 14, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -77,055 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -75,815 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.01% | — | -71,708 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.03% | — | -67,092 | -100.0% | Q1 2026 | May 07, 2026 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -60,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.03% | — | -56,228 | -100.0% | Q1 2026 | May 08, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,111 | -100.0% | Q1 2026 | May 13, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.15% | — | -49,741 | -100.0% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -49,534 | -100.0% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.01% | — | -41,945 | -100.0% | Q1 2026 | May 13, 2026 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.0% | — | -40,802 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,259 | -100.0% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -29,892 | -100.0% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -29,788 | -100.0% | Q1 2026 | May 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,469 | -100.0% | Q1 2026 | May 15, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -18,004 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,956 | -100.0% | Q1 2026 | May 04, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,569 | -100.0% | Q1 2026 | Apr 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,390 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,916 | -100.0% | Q1 2026 | May 11, 2026 |
| Phoenix Financial Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,812 | -100.0% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,732 | -100.0% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,894 | -100.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,604 | -100.0% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,427 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,954 | -100.0% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -10,989 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,862 | -100.0% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,748 | -100.0% | Q1 2026 | May 13, 2026 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -10,034 | -100.0% | Q1 2026 | May 15, 2026 |
| Empirical Finance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,033 | -100.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.0% | — | -9,292 | -100.0% | Q1 2026 | May 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.41% | — | -8,747 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quarry LP | History | Reduced | 124 | 0 | — | 0.0% | — | -1,283 | -91.19% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,247 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,153 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,043 | -100.0% | Q1 2026 | May 01, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -869 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -551 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 62 | 0 | — | 0.0% | — | -485 | -88.67% | Q1 2026 | May 06, 2026 |
| Investment Research & Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q1 2026 | Apr 20, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -250 | -71.43% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q1 2026 | May 08, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 200 | 0 | — | — | — | +200 | New | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -121 | -100.0% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 109 | 0 | — | — | — | +109 | New | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | New | 98 | 0 | — | — | — | +98 | New | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 143 | 0 | — | — | — | +89 | 164.81% | Q1 2026 | Apr 14, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | — | — | -88 | -100.0% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 45 | 0 | — | — | — | -75 | -62.5% | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Reduced | 43 | 0 | — | — | — | -59 | -57.84% | Q1 2026 | May 21, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -59 | -100.0% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Reduced | 41 | 0 | — | — | — | -57 | -58.16% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -56 | -100.0% | Q1 2026 | Apr 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 49 | 0 | — | — | — | +49 | New | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 98 | 0 | — | 0.0% | — | -48 | -32.88% | Q1 2026 | May 04, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 47 | 0 | — | — | — | +47 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 47 | 0 | — | — | — | +47 | New | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 62 | 0 | — | — | — | +41 | 195.24% | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | May 12, 2026 |
| Financial Life Planners | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | Apr 24, 2026 |
| Community Financial Services Group, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | Apr 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 126 | 0 | — | — | — | +27 | 27.27% | Q1 2026 | Apr 17, 2026 |
| Vision Retirement, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 13, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 56 | 0 | — | — | — | +17 | 43.59% | Q1 2026 | May 01, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 07, 2026 |
| Benson Wealth Management INC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | Reduced | 33 | 0 | — | — | — | -15 | -31.25% | Q1 2026 | Apr 10, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 11, 2026 |
| United Financial Planning Group LLC | History | Reduced | 10 | 0 | — | — | — | -11 | -52.38% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 4 | 0 | — | — | — | -10 | -71.43% | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 06, 2026 |
| Midwest Capital Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 29 | 0 | — | — | — | -7 | -19.44% | Q1 2026 | Apr 30, 2026 |
| CURIO WEALTH, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 19, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 95 | 0 | — | — | — | +6 | 6.74% | Q1 2026 | Apr 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| PITTENGER & ANDERSON INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 01, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 135 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COUNTRY TRUST BANK | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Kimelman & Baird, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cheviot Value Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Asset Dedication, LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Capital Management LLC | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Colonial Trust Advisors | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Winch Advisory Services, LLC | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BFSG, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First Command Advisory Services, Inc. | History | No change | 97 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CNB Bank | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pflug Koory, LLC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFS Advisors, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ESL Trust Services, LLC | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HighMark Wealth Management LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IAG Wealth Partners, LLC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TFC Financial Management, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| West Financial Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Clear Street Group Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Coston, McIsaac & Partners | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 94 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| United Community Bank | History | No change | 126 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Caitlin John, LLC | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dogwood Wealth Management LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Dorato Capital Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ares Financial Consulting, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |