Lloyds Banking Group plc - LYG
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 153,508,612 | 772,148 | 0.26% | 0.27% | 1 | +2,249,630 | 1.49% | Q1 2026 | May 05, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 51,869,580 | 260,903 | 3.9% | 4.9% | 2 | -4,116,862 | -7.35% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 48,519,260 | 244,051 | 0.01% | 0.01% | 3 | +4,906,388 | 11.25% | Q1 2026 | May 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 26,548,234 | 128,227 | 0.29% | — | 4 | +26,548,234 | New | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 25,369,793 | 127,610 | 0.01% | 0.01% | 5 | +1,684,249 | 7.11% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 25,262,542 | 127,070 | 0.01% | 0.02% | 6 | +610,242 | 2.48% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,906,667 | 120,299 | 0.01% | 0.0% | 7 | +23,279,135 | 1430.33% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 23,658,538 | 119,002 | 0.02% | 0.01% | 8 | +9,163,571 | 63.22% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,802,992 | 78,455 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 15,495,165 | 78,013 | 0.1% | — | 10 | +15,495,165 | New | Q1 2026 | May 12, 2026 |
| PharVision Advisers, LLC | History | New | 14,629 | 73,584 | 0.75% | — | 11 | +14,629 | New | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 12,830,337 | 64,536 | 0.01% | 0.01% | 12 | -183,019 | -1.41% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,213,007 | 61,431 | 0.02% | 0.01% | 13 | +4,729,736 | 63.2% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 11,994,990 | 60,334 | 0.01% | 0.0% | 14 | +9,577,639 | 396.2% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 11,513,742 | 57,914 | 0.03% | 0.02% | 15 | +2,419,753 | 26.61% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 10,383,765 | 52,230 | 0.0% | 0.0% | 16 | -231,886 | -2.18% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,782,712 | 39,147 | 0.0% | 0.0% | 17 | -1,257,041 | -13.91% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 7,404,153 | 37,242 | 0.06% | 0.07% | 18 | +433,052 | 6.21% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 6,871,500 | 34,563 | 0.02% | 0.05% | 19 | -9,452,208 | -57.9% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 6,775,237 | 34,079 | 0.01% | 0.01% | 20 | +3,138,159 | 86.28% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 4,885,905 | 24,576 | 0.02% | — | 21 | +4,885,905 | New | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,853,365 | 24,412 | 0.36% | 0.37% | 22 | -72,809 | -1.48% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 3,978,557 | 20,012 | 0.03% | 0.02% | 23 | +1,037,064 | 35.26% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 3,849,993 | 19,365 | 0.04% | 0.04% | 24 | +433,849 | 12.7% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,750,336 | 18,864 | 0.0% | 0.0% | 25 | -61,070 | -1.6% | Q1 2026 | May 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 3,441,044 | 17,308 | 0.07% | — | 26 | +3,441,044 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,190,531 | 16,048 | 0.08% | 0.09% | 27 | +135,158 | 4.42% | Q1 2026 | May 13, 2026 |
| Janney Capital Management LLC | History | No change | 3,001,295 | 15,907 | 1.0% | 1.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,113,464 | 15,661 | 0.04% | 0.0% | 29 | +2,989,604 | 2413.7% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,996,565 | 15,072 | 0.01% | 0.01% | 30 | +586,885 | 24.36% | Q1 2026 | May 15, 2026 |
| Symmetry Investments LP | History | Added to | 2,914,100 | 14,657 | 1.61% | 0.2% | 31 | +2,468,300 | 553.68% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,763,567 | 13,861 | 0.0% | 0.0% | 32 | +395,240 | 16.69% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,528,180 | 12,716 | 0.02% | 0.0% | 33 | +2,008,380 | 386.38% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,527,834 | 12,715 | 0.02% | 0.01% | 34 | +1,257,550 | 99.0% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,505,956 | 12,604 | 0.0% | 0.0% | 35 | +225,706 | 9.9% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | New | 2,486,645 | 12,507 | 0.0% | — | 36 | +2,486,645 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,236,672 | 11,250 | 0.01% | 0.0% | 37 | +1,721,260 | 333.96% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 2,221,879 | 11,176 | 0.02% | 0.02% | 38 | -204,585 | -8.43% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 2,180,676 | 10,968 | 0.0% | 0.0% | 39 | +88,664 | 4.24% | Q1 2026 | May 06, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 2,017,843 | 10,149 | 0.01% | 0.01% | 40 | -39,424 | -1.92% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,970,659 | 9,912 | 0.01% | 0.01% | 41 | +172,594 | 9.6% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,760,626 | 9,171 | 0.03% | 0.0% | 42 | +1,745,856 | 11820.28% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,546,048 | 7,776 | 0.08% | 0.08% | 43 | +124,472 | 8.76% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 1,498,920 | 7,539 | 0.01% | 0.01% | 44 | +6,314 | 0.42% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 1,494,043 | 7,515 | 0.0% | 0.0% | 45 | +472,955 | 46.32% | Q1 2026 | May 05, 2026 |
| Ethic Inc. | History | Added to | 1,478,629 | 7,437 | 0.12% | 0.12% | 46 | +5,549 | 0.38% | Q1 2026 | Apr 27, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 1,212,342 | 6,098 | 0.27% | 0.28% | 47 | -46,434 | -3.69% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,202,823 | 6,050 | 0.0% | 0.0% | 48 | +128,775 | 11.99% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,189,841 | 5,984 | 0.01% | 0.0% | 49 | +536,478 | 82.11% | Q1 2026 | May 12, 2026 |
| Beck Bode, LLC | History | Reduced | 1,124,456 | 5,656 | 0.96% | 1.06% | 50 | -74,390 | -6.21% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 1,103,917 | 5,548 | 0.01% | 0.01% | 51 | +120,458 | 12.25% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,095,314 | 5,509 | 0.01% | 0.01% | 52 | +76,321 | 7.49% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 1,086,221 | 5,463 | 0.01% | 0.01% | 53 | +96,429 | 9.74% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | New | 1,081,725 | 5,441 | 0.04% | — | 54 | +1,081,725 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,048,126 | 5,272 | 0.09% | 0.1% | 55 | +52,906 | 5.32% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,010,755 | 5,084 | 0.01% | 0.02% | 56 | -239,626 | -19.16% | Q1 2026 | May 04, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 1,005,000 | 5,055 | 0.18% | 0.19% | 57 | +25,000 | 2.55% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 995,332 | 5,006 | 0.02% | 0.01% | 58 | +439,638 | 79.12% | Q1 2026 | May 11, 2026 |
| Gradient Investments LLC | History | New | 980,602 | 4,932 | 0.08% | — | 59 | +980,602 | New | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 953,414 | 4,795 | 0.0% | 0.0% | 60 | -692,552 | -42.08% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 949,937 | 4,778 | 0.01% | 0.0% | 61 | +186,127 | 24.37% | Q1 2026 | May 05, 2026 |
| Integrated Quantitative Investments LLC | History | New | 904,608 | 4,550 | 0.83% | — | 62 | +904,608 | New | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 877,782 | 4,415 | 0.01% | 0.01% | 63 | -43,921 | -4.77% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 762,631 | 3,836 | 0.04% | 0.04% | 64 | -88,753 | -10.42% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 748,752 | 3,766 | 0.0% | — | 65 | +748,752 | New | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 734,521 | 3,694 | 0.02% | 0.0% | 66 | +598,602 | 440.41% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 701,556 | 3,528 | 0.0% | 0.0% | 67 | +1,224 | 0.17% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 688,345 | 3,461 | 0.0% | 0.0% | 68 | +36,330 | 5.57% | Q1 2026 | May 13, 2026 |
| Henry James International Management Inc. | History | Reduced | 680,994 | 3,425 | 1.24% | 1.86% | 69 | -429,934 | -38.7% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 642,832 | 3,233 | 0.0% | 0.0% | 70 | -1,291,658 | -66.77% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 636,030 | 3,200 | 0.0% | — | 71 | +636,030 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 627,564 | 3,156 | 0.0% | 0.0% | 72 | +65,640 | 11.68% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 603,690 | 3,036 | 0.0% | 0.0% | 73 | +106,551 | 21.43% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 602,194 | 3,029 | 0.09% | 0.11% | 74 | +148,173 | 32.64% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 566,451 | 2,849 | 0.03% | 0.04% | 75 | -53,788 | -8.67% | Q1 2026 | Apr 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 561,917 | 2,826 | 0.0% | 0.0% | 76 | +164,452 | 41.38% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 522,518 | 2,628 | 0.0% | 0.01% | 77 | -385,952 | -42.48% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 512,729 | 2,579 | 0.0% | 0.0% | 78 | -14,010 | -2.66% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 504,501 | 2,537 | 0.08% | 0.08% | 79 | +5,810 | 1.17% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 476,637 | 2,526 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 517,679 | 2,500 | 0.0% | 0.0% | 81 | +443,636 | 599.16% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 496,100 | 2,495 | 0.03% | — | 82 | +496,100 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 482,149 | 2,425 | 0.0% | 0.0% | 83 | +199,701 | 70.7% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 477,622 | 2,402 | 0.0% | 0.0% | 84 | +451,810 | 1750.39% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Added to | 475,389 | 2,391 | 0.01% | 0.0% | 85 | +390,182 | 457.92% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 452,854 | 2,277 | 0.02% | 0.02% | 86 | +53,546 | 13.41% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 431,405 | 2,169 | 0.0% | 0.0% | 87 | +270,570 | 168.23% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 422,219 | 2,123 | 0.0% | 0.0% | 88 | -257,222 | -37.86% | Q1 2026 | May 12, 2026 |
| JCIC Asset Management Inc. | History | New | 416,850 | 2,096 | 0.64% | — | 89 | +416,850 | New | Q1 2026 | Apr 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 414,883 | 2,086 | 0.14% | 0.13% | 90 | +66,765 | 19.18% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 412,100 | 2,072 | 0.0% | — | 91 | +412,100 | New | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 409,053 | 2,057 | 0.02% | 0.03% | 92 | -74,983 | -15.49% | Q1 2026 | May 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 408,270 | 2,053 | 0.08% | 0.07% | 93 | +20,100 | 5.18% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 402,173 | 2,022 | 0.0% | 0.0% | 94 | +71,803 | 21.73% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 394,750 | 1,985 | 0.02% | 0.06% | 95 | -422,475 | -51.7% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 394,028 | 1,981 | 0.0% | 0.0% | 96 | +98,530 | 33.34% | Q1 2026 | Apr 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 390,092 | 1,962 | 0.11% | 0.11% | 98 | +209,846 | 116.42% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Added to | 390,154 | 1,962 | 0.02% | 0.02% | 97 | +64,258 | 19.72% | Q1 2026 | May 05, 2026 |
| Caprock Group, LLC | History | Reduced | 388,654 | 1,954 | 0.05% | 0.05% | 99 | -25,534 | -6.16% | Q1 2026 | May 11, 2026 |
| HF Advisory Group, LLC | History | Reduced | 388,376 | 1,953 | 0.67% | 0.78% | 100 | -32,840 | -7.8% | Q1 2026 | Apr 21, 2026 |
| Squarepoint Ops LLC | History | Added to | 384,009 | 1,931 | 0.0% | 0.0% | 101 | +357,806 | 1365.52% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 382,889 | 1,925 | 0.0% | 0.0% | 102 | +270,910 | 241.93% | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | New | 378,991 | 1,906 | 0.09% | — | 103 | +378,991 | New | Q1 2026 | Apr 30, 2026 |
| SIH Partners, LLLP | History | New | 376,246 | 1,892 | 0.02% | — | 104 | +376,246 | New | Q1 2026 | May 15, 2026 |
| Royal Palms Capital LLC | History | Added to | 375,661 | 1,889 | 1.87% | 1.75% | 105 | +97,000 | 34.81% | Q1 2026 | May 07, 2026 |
| Naviter Wealth, LLC | History | Added to | 367,861 | 1,850 | 0.23% | 0.25% | 106 | +11,639 | 3.27% | Q1 2026 | Apr 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 365,056 | 1,836 | 0.04% | 0.02% | 107 | +285,692 | 359.98% | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 355,441 | 1,788 | 0.03% | 0.02% | 108 | +47,862 | 15.56% | Q1 2026 | May 01, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 350,118 | 1,761 | 1.34% | 1.36% | 109 | +11,898 | 3.52% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 332,200 | 1,760 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 347,090 | 1,745 | 0.04% | 0.04% | 111 | +1,157 | 0.33% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 345,168 | 1,736 | 0.03% | 0.03% | 112 | +2,360 | 0.69% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 331,866 | 1,669 | 0.01% | 0.01% | 113 | +8,479 | 2.62% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 330,736 | 1,663 | 0.0% | 0.0% | 114 | +206,505 | 166.23% | Q1 2026 | May 14, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 324,583 | 1,632 | 0.07% | 0.09% | 115 | -104,375 | -24.33% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 321,802 | 1,618 | 0.05% | 0.05% | 116 | -3,617 | -1.11% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Added to | 319,610 | 1,607 | 0.04% | 0.03% | 117 | +42,285 | 15.25% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 313,567 | 1,577 | 0.0% | 0.0% | 118 | +263,925 | 531.66% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 308,471 | 1,551 | 0.02% | 0.03% | 119 | -1,148 | -0.37% | Q1 2026 | Apr 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 304,569 | 1,531 | 0.0% | 0.0% | 120 | +215,070 | 240.3% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 301,065 | 1,514 | 0.01% | — | 121 | +301,065 | New | Q1 2026 | May 14, 2026 |
| Havemeyer Place LP | History | New | 300,300 | 1,510 | 0.17% | — | 122 | +300,300 | New | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 292,419 | 1,470 | 0.02% | 0.02% | 123 | +25,757 | 9.66% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 283,882 | 1,427 | 0.01% | 0.0% | 124 | +36,652 | 14.83% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 283,270 | 1,424 | 0.01% | 0.01% | 125 | +50,249 | 21.56% | Q1 2026 | May 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 278,900 | 1,402 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 270,401 | 1,361 | 0.0% | 0.0% | 127 | +261,932 | 3092.83% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 259,178 | 1,303 | 0.01% | 0.01% | 128 | -14,614 | -5.34% | Q1 2026 | Apr 24, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 246,146 | 1,238 | 0.34% | 0.37% | 129 | -6,250 | -2.48% | Q1 2026 | Apr 27, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 246,091 | 1,237 | 0.0% | 0.0% | 130 | +15,890 | 6.9% | Q1 2026 | May 12, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 256,127 | 1,237 | 0.12% | 0.13% | 131 | +2,282 | 0.9% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 242,670 | 1,220 | 0.0% | 0.0% | 132 | -61,245 | -20.15% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 237,406 | 1,194 | 0.01% | — | 133 | +237,406 | New | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | Added to | 235,761 | 1,185 | 0.1% | 0.1% | 134 | +6,397 | 2.79% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 234,646 | 1,180 | 0.01% | 0.01% | 135 | +42,678 | 22.23% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 233,855 | 1,176 | 0.01% | 0.01% | 136 | -19,606 | -7.74% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 233,198 | 1,172 | 0.01% | 0.01% | 137 | +119,137 | 104.45% | Q1 2026 | May 12, 2026 |
| 1832 Asset Management L.P. | History | New | 229,328 | 1,153 | 0.0% | — | 138 | +229,328 | New | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 228,783 | 1,150 | 0.1% | 0.09% | 139 | -2,559 | -1.11% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 220,173 | 1,107 | 0.01% | 0.01% | 140 | +25,118 | 12.88% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 222,692 | 1,098 | 0.0% | 0.0% | 141 | -83,843 | -27.35% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 212,300 | 1,067 | 0.0% | 0.0% | 142 | +1,781 | 0.85% | Q1 2026 | May 08, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 207,900 | 1,045 | 0.2% | 0.18% | 143 | +35,993 | 20.94% | Q1 2026 | May 12, 2026 |
| CIBC Asset Management Inc | History | Added to | 199,938 | 1,005 | 0.0% | 0.0% | 144 | +46,878 | 30.63% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Added to | 199,119 | 1,001 | 0.0% | 0.0% | 145 | +94,419 | 90.18% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 186,022 | 970 | 0.0% | 0.0% | 146 | +29,724 | 19.02% | Q1 2026 | May 05, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 190,138 | 956 | 0.05% | 0.05% | 147 | +23,750 | 14.27% | Q1 2026 | Apr 21, 2026 |
| Qtron Investments LLC | History | Added to | 185,359 | 932 | 0.13% | 0.12% | 148 | +15,744 | 9.28% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 184,824 | 929 | 0.01% | 0.01% | 149 | +68,790 | 59.28% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 184,137 | 926 | 0.0% | 0.0% | 150 | +122,477 | 198.63% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Reduced | 176,392 | 887 | 0.01% | 0.04% | 151 | -317,050 | -64.25% | Q1 2026 | Apr 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 174,017 | 875 | 0.21% | 0.23% | 152 | -1,593 | -0.91% | Q1 2026 | Apr 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 171,959 | 864 | 0.01% | 0.01% | 153 | +8,310 | 5.08% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 166,048 | 835 | 0.01% | 0.01% | 154 | +1,173 | 0.71% | Q1 2026 | Apr 21, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 165,585 | 832 | 0.05% | 0.06% | 155 | -2,319 | -1.38% | Q1 2026 | Apr 28, 2026 |
| Gallacher Capital Management LLC | History | Added to | 164,292 | 826 | 0.32% | 0.33% | 156 | +2,507 | 1.55% | Q1 2026 | May 05, 2026 |
| Ellevest, Inc. | History | Reduced | 161,989 | 814 | 0.11% | 0.14% | 157 | -32,790 | -16.83% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 164,084 | 792 | 0.03% | 0.02% | 158 | +73,465 | 81.07% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 156,268 | 786 | 0.02% | 0.0% | 160 | +142,104 | 1003.28% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 156,374 | 786 | 0.01% | 0.0% | 159 | +140,962 | 914.62% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 153,197 | 770 | 0.0% | 0.0% | 161 | -130,100 | -45.92% | Q1 2026 | May 12, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 151,840 | 763 | 0.14% | 0.14% | 162 | +5,483 | 3.75% | Q1 2026 | Apr 29, 2026 |
| Headlands Technologies LLC | History | New | 144,834 | 728 | 0.08% | — | 163 | +144,834 | New | Q1 2026 | May 13, 2026 |
| SYON CAPITAL LLC | History | Reduced | 138,961 | 698 | 0.04% | 0.04% | 164 | -1,715 | -1.22% | Q1 2026 | May 13, 2026 |
| CONNABLE OFFICE INC | History | New | 135,791 | 683 | 0.07% | — | 165 | +135,791 | New | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 128,362 | 680 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quantbot Technologies LP | History | Reduced | 135,103 | 679 | 0.03% | 0.02% | 167 | -1,769 | -1.29% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 129,295 | 673 | 0.0% | 0.0% | 168 | -54,166 | -29.52% | Q1 2026 | Apr 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 122,364 | 648 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 128,361 | 645 | 0.01% | 0.01% | 170 | +3,401 | 2.72% | Q1 2026 | Apr 20, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 128,373 | 645 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Van Diest Capital, LLC | History | Added to | 126,384 | 635 | 0.5% | 0.21% | 172 | +99,659 | 372.91% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 124,830 | 627 | 0.0% | 0.0% | 173 | +1,867 | 1.52% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 123,176 | 620 | 0.0% | 0.0% | 174 | +3,395 | 2.83% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 122,344 | 615 | 0.01% | 0.01% | 175 | +1,393 | 1.15% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 121,470 | 610 | 0.0% | 0.0% | 176 | +7,140 | 6.25% | Q1 2026 | Apr 30, 2026 |
| Gibbs Wealth Management | History | Added to | 120,811 | 607 | 0.08% | 0.04% | 177 | +92,371 | 324.79% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 119,438 | 600 | 0.01% | 0.01% | 178 | +1,800 | 1.53% | Q1 2026 | May 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 119,159 | 599 | 0.08% | 0.02% | 179 | +99,543 | 507.46% | Q1 2026 | Apr 30, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 115,254 | 579 | 0.18% | 0.18% | 180 | +13,263 | 13.0% | Q1 2026 | May 13, 2026 |
| Voleon Capital Management LP | History | New | 114,375 | 575 | 0.01% | — | 181 | +114,375 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 113,460 | 570 | 0.01% | 0.08% | 182 | -452,089 | -79.94% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | New | 113,476 | 570 | 0.0% | — | 183 | +113,476 | New | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 110,786 | 557 | 0.0% | 0.0% | 184 | +7,126 | 6.87% | Q1 2026 | Apr 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 110,572 | 555 | 0.0% | 0.0% | 185 | -64,799 | -36.95% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 110,445 | 555 | 0.01% | 0.01% | 186 | +7,962 | 7.77% | Q1 2026 | May 14, 2026 |
| Edge Wealth Management LLC | History | No change | 110,000 | 553 | 0.09% | 0.1% | 187 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 109,519 | 550 | 0.01% | 0.01% | 188 | -1,152 | -1.04% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 109,264 | 549 | 0.02% | 0.02% | 189 | +25,222 | 30.01% | Q1 2026 | May 15, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 105,461 | 530 | 0.09% | 0.11% | 190 | -9,817 | -8.52% | Q1 2026 | Apr 23, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 104,100 | 523 | 0.32% | 0.33% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 103,072 | 518 | 0.03% | 0.03% | 192 | +539 | 0.53% | Q1 2026 | May 11, 2026 |
| Blueshift Asset Management, LLC | History | New | 102,945 | 517 | 0.16% | — | 193 | +102,945 | New | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 102,725 | 516 | 0.02% | 0.02% | 194 | +7,827 | 8.25% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 102,163 | 513 | 0.0% | 0.0% | 195 | -9,909 | -8.84% | Q1 2026 | May 07, 2026 |
| May Hill Capital, LLC | History | Added to | 100,688 | 506 | 0.13% | 0.13% | 196 | +9,008 | 9.83% | Q1 2026 | May 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 100,001 | 503 | 0.03% | 0.04% | 197 | -37,376 | -27.21% | Q1 2026 | May 14, 2026 |
| Cetera Trust Company, N.A | History | No change | 99,725 | 501 | 0.28% | 0.28% | 198 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 97,719 | 491 | 0.0% | — | 199 | +97,719 | New | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 95,900 | 482 | 0.02% | — | 200 | +95,900 | New | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | New | 94,516 | 475 | 0.0% | — | 201 | +94,516 | New | Q1 2026 | May 06, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Reduced | 93,759 | 471 | 0.07% | 0.07% | 202 | -3,832 | -3.93% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 89,653 | 467 | 0.0% | 0.0% | 203 | +10,884 | 13.82% | Q1 2026 | Apr 07, 2026 |
| BSW Wealth Partners | History | Added to | 90,463 | 455 | 0.06% | 0.04% | 204 | +27,025 | 42.6% | Q1 2026 | Apr 14, 2026 |
| Abel Hall, LLC | History | Added to | 90,523 | 455 | 0.1% | 0.1% | 205 | +7,149 | 8.57% | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 89,610 | 450 | 0.06% | 0.07% | 206 | -66 | -0.07% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 89,442 | 449 | 0.0% | 0.0% | 207 | +19,187 | 27.31% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Reduced | 87,354 | 439 | 0.0% | 0.01% | 208 | -7,306 | -7.72% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 86,176 | 433 | 0.0% | 0.0% | 209 | +35,407 | 69.74% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Added to | 84,940 | 427 | 0.02% | 0.02% | 210 | +5,949 | 7.53% | Q1 2026 | Apr 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 82,263 | 413 | 0.0% | 0.0% | 211 | +16,515 | 25.12% | Q1 2026 | Apr 27, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 81,665 | 410 | 0.0% | 0.0% | 212 | -8,325 | -9.25% | Q1 2026 | May 14, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 80,161 | 403 | 0.24% | 0.28% | 213 | -9,933 | -11.03% | Q1 2026 | May 11, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 71,135 | 398 | 0.02% | 0.02% | 214 | +1,022 | 1.46% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 78,472 | 394 | 0.01% | 0.0% | 215 | +68,303 | 671.68% | Q1 2026 | May 01, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 77,603 | 390 | 0.03% | 0.02% | 216 | +18,547 | 31.41% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 76,149 | 383 | 0.01% | 0.03% | 217 | -99,320 | -56.6% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 75,623 | 380 | 0.0% | — | 218 | +75,623 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 72,928 | 366 | 0.0% | 0.0% | 219 | +5,394 | 7.99% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 71,405 | 359 | 0.01% | 0.01% | 220 | -20,358 | -22.19% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 70,747 | 355 | 0.01% | 0.01% | 221 | +10,590 | 17.6% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 69,341 | 348 | 0.0% | 0.01% | 222 | +1,028 | 1.5% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 66,942 | 336 | 0.0% | 0.0% | 223 | +5,144 | 8.32% | Q1 2026 | May 11, 2026 |
| FDx Advisors, Inc. | History | New | 66,378 | 334 | 0.11% | — | 226 | +66,378 | New | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Added to | 66,573 | 334 | 0.0% | 0.0% | 225 | +2,556 | 3.99% | Q1 2026 | May 13, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 66,532 | 334 | 0.19% | 0.2% | 224 | -1,509 | -2.22% | Q1 2026 | Apr 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 66,229 | 333 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 64,772 | 325 | 0.01% | 0.01% | 228 | -4,162 | -6.04% | Q1 2026 | May 07, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 64,156 | 322 | 0.13% | 0.11% | 229 | +5,625 | 9.61% | Q1 2026 | Apr 20, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 63,985 | 321 | 0.14% | 0.14% | 230 | +3,922 | 6.53% | Q1 2026 | May 13, 2026 |
| PDS Planning, Inc | History | No change | 63,071 | 317 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 62,937 | 316 | 0.01% | 0.01% | 232 | -17,013 | -21.28% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 62,462 | 314 | 0.0% | 0.0% | 233 | +7,550 | 13.75% | Q1 2026 | May 04, 2026 |
| Quantum Portfolio Management LLC | History | New | 62,279 | 313 | 0.14% | — | 234 | +62,279 | New | Q1 2026 | May 01, 2026 |
| Frec Markets, Inc. | History | Added to | 61,456 | 309 | 0.05% | 0.08% | 236 | +11,739 | 23.61% | Q1 2026 | May 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 61,511 | 309 | 0.08% | 0.08% | 235 | +397 | 0.65% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 59,476 | 299 | 0.03% | 0.02% | 237 | +32,229 | 118.28% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 59,188 | 297 | 0.1% | 0.1% | 239 | -2,757 | -4.45% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 59,146 | 297 | 0.02% | 0.02% | 238 | +1,107 | 1.91% | Q1 2026 | May 04, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 58,865 | 296 | 0.02% | 0.02% | 240 | -1,225 | -2.04% | Q1 2026 | Apr 29, 2026 |
| STATE STREET CORP | History | No change | 58,414 | 293 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 57,279 | 288 | 0.0% | 0.0% | 242 | +2,832 | 5.2% | Q1 2026 | May 14, 2026 |
| First Affirmative Financial Network | History | New | 57,044 | 286 | 0.11% | — | 244 | +57,044 | New | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Added to | 56,977 | 286 | 0.01% | 0.01% | 243 | +1,070 | 1.91% | Q1 2026 | May 15, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 56,043 | 281 | 0.16% | 0.17% | 245 | +2,509 | 4.69% | Q1 2026 | May 01, 2026 |
| Mattson Financial Services, LLC | History | New | 55,552 | 279 | 0.07% | — | 246 | +55,552 | New | Q1 2026 | May 11, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 54,882 | 276 | 0.08% | 0.08% | 247 | +3,349 | 6.5% | Q1 2026 | Apr 17, 2026 |
| Five Oceans Advisors | History | No change | 54,791 | 275 | 0.1% | 0.1% | 248 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 54,223 | 272 | 0.0% | 0.0% | 249 | +10,817 | 24.92% | Q1 2026 | Apr 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 53,881 | 271 | 0.02% | — | 250 | +53,881 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 53,569 | 269 | 0.0% | 0.0% | 251 | -1,865 | -3.36% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | Added to | 53,095 | 267 | 0.02% | 0.02% | 252 | +9,174 | 20.89% | Q1 2026 | Apr 15, 2026 |
| Traub Capital Management LLC | History | Reduced | 53,050 | 266 | 0.26% | 0.3% | 253 | -5,333 | -9.13% | Q1 2026 | Apr 23, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 52,625 | 264 | 0.15% | 0.16% | 254 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clarius Group, LLC | History | No change | 49,760 | 263 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Brown Financial Advisors | History | New | 52,001 | 261 | 0.1% | — | 256 | +52,001 | New | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 47,500 | 257 | 0.0% | — | 257 | +47,500 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 50,500 | 254 | 0.02% | 0.02% | 258 | -3,500 | -6.48% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 50,310 | 253 | 0.0% | 0.0% | 259 | +9,727 | 23.97% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 50,123 | 252 | 0.0% | 0.0% | 260 | +27,882 | 125.36% | Q1 2026 | May 05, 2026 |
| one8zero8, LLC | History | No change | 50,000 | 251 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Indivisible Partners | History | New | 48,989 | 246 | 0.02% | — | 264 | +48,989 | New | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 48,997 | 246 | 0.0% | 0.0% | 263 | -30,757 | -38.56% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Added to | 49,055 | 246 | 0.0% | 0.0% | 262 | +14,806 | 43.23% | Q1 2026 | Apr 27, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 48,315 | 243 | 0.01% | 0.01% | 265 | -4,044 | -7.72% | Q1 2026 | May 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 48,275 | 242 | 0.01% | 0.02% | 267 | -134 | -0.28% | Q1 2026 | Apr 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 48,242 | 242 | 0.05% | 0.05% | 266 | +90 | 0.19% | Q1 2026 | Apr 28, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 47,532 | 239 | 0.05% | 0.05% | 268 | -2,888 | -5.73% | Q1 2026 | Apr 13, 2026 |
| Fielder Capital Group LLC | History | No change | 46,743 | 235 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 46,571 | 234 | 0.0% | 0.0% | 270 | +13,969 | 42.85% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 46,144 | 232 | 0.0% | 0.0% | 271 | -831 | -1.77% | Q1 2026 | Apr 10, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 45,899 | 230 | 0.01% | 0.01% | 272 | -31,488 | -40.69% | Q1 2026 | May 08, 2026 |
| West Family Investments, Inc. | History | Reduced | 45,381 | 228 | 0.08% | 0.06% | 273 | -3,353 | -6.88% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | New | 43,613 | 219 | 0.0% | — | 275 | +43,613 | New | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 43,579 | 219 | 0.0% | 0.0% | 274 | +667 | 1.55% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 42,762 | 215 | 0.0% | 0.0% | 276 | +11,725 | 37.78% | Q1 2026 | Apr 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 42,297 | 212 | 0.0% | 0.01% | 277 | -2,631 | -5.86% | Q1 2026 | May 15, 2026 |
| CHICAGO TRUST Co NA | History | No change | 42,000 | 211 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cromwell Holdings LLC | History | No change | 41,924 | 210 | 0.12% | 0.12% | 279 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 41,680 | 209 | 0.03% | 0.04% | 280 | -3,615 | -7.98% | Q1 2026 | May 01, 2026 |
| Bleakley Financial Group, LLC | History | New | 40,305 | 202 | 0.0% | — | 282 | +40,305 | New | Q1 2026 | May 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 36,965 | 202 | 0.02% | 0.01% | 281 | +11,817 | 46.99% | Q1 2026 | Apr 29, 2026 |
| Aspen Grove Capital, LLC | History | New | 40,002 | 201 | 0.04% | — | 284 | +40,002 | New | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 40,138 | 201 | 0.0% | 0.0% | 283 | +5,487 | 15.84% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 39,787 | 200 | 0.01% | 0.01% | 285 | +19,190 | 93.17% | Q1 2026 | May 06, 2026 |
| Portside Wealth Group, LLC | History | Added to | 39,706 | 199 | 0.03% | 0.02% | 286 | +8,978 | 29.22% | Q1 2026 | May 12, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 39,260 | 197 | 0.09% | 0.1% | 287 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EntryPoint Capital, LLC | History | New | 38,846 | 195 | 0.06% | — | 288 | +38,846 | New | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | No change | 38,465 | 193 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keel Point, LLC | History | No change | 36,118 | 191 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 33,405 | 185 | 0.01% | 0.01% | 291 | +1,141 | 3.54% | Q1 2026 | Apr 09, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 36,529 | 183 | 0.12% | 0.12% | 292 | -567 | -1.53% | Q1 2026 | Apr 20, 2026 |
| LVW Advisors, LLC | History | New | 35,971 | 180 | 0.02% | — | 293 | +35,971 | New | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 35,488 | 178 | 0.01% | 0.01% | 294 | +2,517 | 7.63% | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | Reduced | 35,430 | 178 | 0.04% | 0.04% | 295 | -193 | -0.54% | Q1 2026 | May 08, 2026 |
| Platform Technology Partners | History | Reduced | 33,489 | 168 | 0.03% | 0.04% | 296 | -152 | -0.45% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 33,237 | 167 | 0.01% | — | 298 | +33,237 | New | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 33,055 | 167 | 0.0% | 0.0% | 297 | -13,040 | -28.29% | Q1 2026 | May 15, 2026 |
| Granite Group Advisors, LLC | History | New | 32,018 | 166 | 0.1% | — | 299 | +32,018 | New | Q1 2026 | Apr 14, 2026 |
| GTS SECURITIES LLC | History | New | 32,841 | 165 | 0.01% | — | 300 | +32,841 | New | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 32,634 | 164 | 0.0% | 0.0% | 301 | +8,331 | 34.28% | Q1 2026 | May 04, 2026 |
| Optas, LLC | History | Reduced | 32,412 | 163 | 0.02% | 0.03% | 302 | -3,215 | -9.02% | Q1 2026 | Apr 24, 2026 |
| SPWM Advisors LLC | History | Reduced | 31,474 | 163 | 0.14% | 0.16% | 303 | -597 | -1.86% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,356 | 162 | 0.0% | 0.0% | 304 | +22,056 | 214.14% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 31,495 | 158 | 0.0% | 0.0% | 305 | +208 | 0.66% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 31,319 | 157 | 0.0% | 0.0% | 306 | +4,515 | 16.84% | Q1 2026 | May 11, 2026 |
| ABC ARBITRAGE SA | History | New | 30,910 | 155 | 0.02% | — | 307 | +30,910 | New | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | New | 30,553 | 153 | 0.01% | — | 308 | +30,553 | New | Q1 2026 | Apr 21, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 29,445 | 148 | 0.02% | 0.02% | 309 | +406 | 1.4% | Q1 2026 | Apr 15, 2026 |
| CacheTech Inc. | History | New | 28,246 | 142 | 0.03% | — | 310 | +28,246 | New | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 28,200 | 141 | 0.01% | 0.01% | 311 | -367 | -1.28% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 27,859 | 140 | 0.0% | 0.0% | 312 | -318 | -1.13% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Reduced | 27,436 | 138 | 0.01% | 0.02% | 313 | -1,155 | -4.04% | Q1 2026 | Apr 22, 2026 |
| Keebeck Wealth Management | History | New | 27,387 | 137 | 0.02% | — | 315 | +27,387 | New | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 27,341 | 137 | 0.0% | 0.0% | 314 | +11,107 | 68.42% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 27,032 | 135 | 0.0% | 0.0% | 316 | -22,077 | -44.96% | Q1 2026 | Apr 30, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 26,775 | 134 | 0.2% | 0.2% | 318 | +733 | 2.81% | Q1 2026 | Apr 30, 2026 |
| Brentview Investment Management LLC | History | No change | 26,741 | 134 | 0.06% | 0.06% | 317 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 26,458 | 133 | 0.0% | 0.0% | 319 | -2,200 | -7.68% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 26,306 | 132 | 0.0% | 0.0% | 320 | +6,168 | 30.63% | Q1 2026 | May 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 26,244 | 132 | 0.07% | 0.09% | 323 | -3,370 | -11.38% | Q1 2026 | Apr 09, 2026 |
| Traveka Wealth, LLC | History | No change | 26,401 | 132 | 0.05% | 0.06% | 321 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ariadne Wealth Management, LP | History | No change | 26,381 | 132 | 0.06% | 0.06% | 322 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Trust | History | New | 25,825 | 129 | 0.01% | — | 325 | +25,825 | New | Q1 2026 | May 01, 2026 |
| Integrity Financial Corp /WA | History | New | 25,696 | 129 | 0.06% | — | 326 | +25,696 | New | Q1 2026 | May 14, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 25,691 | 129 | 0.02% | 0.02% | 324 | +5,543 | 27.51% | Q1 2026 | May 01, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | New | 25,518 | 128 | 0.11% | — | 329 | +25,518 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | New | 25,398 | 128 | 0.0% | — | 328 | +25,398 | New | Q1 2026 | Apr 16, 2026 |
| New Republic Capital, LLC | History | Reduced | 25,572 | 128 | 0.04% | 0.06% | 327 | -19,812 | -43.65% | Q1 2026 | May 01, 2026 |
| Crumly & Associates Inc. | History | Added to | 25,404 | 127 | 0.03% | 0.03% | 331 | +1,789 | 7.58% | Q1 2026 | Apr 02, 2026 |
| ProVise Management Group, LLC | History | Added to | 25,280 | 127 | 0.01% | 0.01% | 330 | +453 | 1.82% | Q1 2026 | May 06, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | New | 25,181 | 126 | 0.03% | — | 334 | +25,181 | New | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 25,096 | 126 | 0.0% | 0.0% | 332 | -4,044 | -13.88% | Q1 2026 | May 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 25,218 | 126 | 0.05% | 0.05% | 333 | +12 | 0.05% | Q1 2026 | May 08, 2026 |
| Livet Wealth, LLC | History | Reduced | 24,931 | 125 | 0.08% | 0.09% | 337 | -3,022 | -10.81% | Q1 2026 | Apr 24, 2026 |
| Carter Financial Group, INC. | History | Added to | 25,044 | 125 | 0.08% | 0.08% | 336 | +725 | 2.98% | Q1 2026 | Apr 27, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 24,866 | 125 | 0.02% | 0.02% | 335 | +631 | 2.6% | Q1 2026 | May 04, 2026 |
| Epoch Investment Partners, Inc. | History | Added to | 24,694 | 124 | 0.0% | 0.0% | 338 | +12,322 | 99.6% | Q1 2026 | May 14, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 24,798 | 124 | 0.03% | 0.04% | 339 | -1,830 | -6.87% | Q1 2026 | Apr 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 24,596 | 123 | 0.03% | — | 341 | +24,596 | New | Q1 2026 | May 15, 2026 |
| Flatrock Wealth Partners LLC | History | New | 24,463 | 123 | 0.06% | — | 342 | +24,463 | New | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,558 | 123 | 0.0% | 0.0% | 340 | -781 | -3.08% | Q1 2026 | Apr 23, 2026 |
| Virtu Financial LLC | History | Reduced | 24,166 | 122 | 0.01% | 0.01% | 343 | -28,840 | -54.41% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 24,257 | 122 | 0.0% | 0.0% | 345 | +3,885 | 19.07% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | Added to | 24,377 | 122 | 0.01% | 0.01% | 344 | +571 | 2.4% | Q1 2026 | Apr 07, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 24,400 | 122 | 0.06% | 0.07% | 346 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 24,074 | 121 | 0.01% | 0.01% | 347 | +1,883 | 8.49% | Q1 2026 | Apr 14, 2026 |
| Quintet Private Bank (Europe) S.A. | History | New | 24,000 | 120 | 0.01% | — | 348 | +24,000 | New | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 23,764 | 119 | 0.01% | 0.01% | 349 | -820 | -3.34% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | New | 22,166 | 117 | 0.0% | — | 351 | +22,166 | New | Q1 2026 | May 15, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 23,429 | 117 | 0.03% | 0.03% | 350 | -3,624 | -13.4% | Q1 2026 | May 13, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 23,185 | 116 | 0.04% | 0.05% | 353 | -1,289 | -5.27% | Q1 2026 | May 05, 2026 |
| Choate Investment Advisors | History | No change | 23,163 | 116 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CFO4Life Group, LLC | History | Reduced | 22,828 | 114 | 0.02% | 0.02% | 354 | -4,331 | -15.95% | Q1 2026 | May 11, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 22,528 | 113 | 0.01% | 0.01% | 355 | +7,928 | 54.3% | Q1 2026 | Apr 27, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 22,977 | 110 | 0.02% | 0.02% | 356 | -743 | -3.13% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,710 | 109 | 0.0% | 0.0% | 357 | +4,002 | 22.6% | Q1 2026 | May 08, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 21,544 | 108 | 0.02% | 0.02% | 358 | -91 | -0.42% | Q1 2026 | Apr 10, 2026 |
| Curated Wealth Partners LLC | History | No change | 21,353 | 107 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 21,190 | 106 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Breakwater Capital Group | History | No change | 21,006 | 105 | 0.01% | 0.02% | 361 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,837 | 104 | 0.0% | 0.0% | 362 | -292 | -1.38% | Q1 2026 | May 13, 2026 |
| Paladin Wealth, LLC | History | New | 20,612 | 103 | 0.07% | — | 363 | +20,612 | New | Q1 2026 | Apr 16, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 20,296 | 102 | 0.0% | 0.0% | 364 | +5,637 | 38.45% | Q1 2026 | Apr 10, 2026 |
| Impact Capital Partners LLC | History | Added to | 20,204 | 101 | 0.03% | 0.03% | 365 | +3,965 | 24.42% | Q1 2026 | Apr 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 20,058 | 100 | 0.01% | 0.01% | 366 | -1,086 | -5.14% | Q1 2026 | May 14, 2026 |
| 71 West Capital Partners | History | Added to | 19,799 | 99 | 0.0% | 0.0% | 367 | +3,927 | 24.74% | Q1 2026 | May 06, 2026 |
| Berger Financial Group, Inc | History | No change | 19,547 | 98 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Iron Gate Global Advisors LLC | History | New | 19,336 | 97 | 0.01% | — | 370 | +19,336 | New | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 19,351 | 97 | 0.06% | 0.08% | 369 | -2,830 | -12.76% | Q1 2026 | May 08, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 19,177 | 96 | 0.02% | 0.02% | 371 | +3,088 | 19.19% | Q1 2026 | Apr 16, 2026 |
| Brio Consultants, LLC | History | Reduced | 18,648 | 96 | 0.01% | 0.01% | 372 | -2,228 | -10.67% | Q1 2026 | May 06, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 18,700 | 94 | 0.1% | 0.14% | 374 | -6,100 | -24.6% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,760 | 94 | 0.0% | 0.0% | 373 | +1,801 | 10.62% | Q1 2026 | May 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 18,555 | 93 | 0.0% | — | 376 | +18,555 | New | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 18,491 | 93 | 0.01% | 0.01% | 375 | +1,046 | 6.0% | Q1 2026 | Apr 20, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 18,416 | 92 | 0.0% | 0.0% | 377 | +285 | 1.57% | Q1 2026 | May 05, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 17,949 | 90 | 0.03% | 0.03% | 378 | -42 | -0.23% | Q1 2026 | Apr 23, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 17,887 | 89 | 0.0% | — | 383 | +17,887 | New | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 17,775 | 89 | 0.0% | 0.0% | 380 | -1,094 | -5.8% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 15,909 | 89 | 0.0% | 0.0% | 381 | -666 | -4.02% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,727 | 89 | 0.0% | 0.0% | 379 | +140 | 0.8% | Q1 2026 | Apr 21, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 17,729 | 89 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 17,385 | 87 | 0.01% | 0.01% | 385 | +4,025 | 30.13% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 17,348 | 87 | 0.0% | 0.0% | 384 | -2,578 | -12.94% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 17,469 | 87 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | New | 16,973 | 85 | 0.02% | — | 388 | +16,973 | New | Q1 2026 | May 12, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 16,977 | 85 | 0.06% | 0.02% | 387 | +7 | 0.04% | Q1 2026 | Apr 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 16,794 | 84 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 16,411 | 82 | 0.0% | 0.0% | 390 | +6,888 | 72.33% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 16,487 | 82 | 0.0% | 0.0% | 391 | +1,805 | 12.29% | Q1 2026 | May 07, 2026 |
| Aureus Asset Management, LLC | History | New | 16,186 | 81 | 0.01% | — | 394 | +16,186 | New | Q1 2026 | May 13, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 16,137 | 81 | 0.02% | 0.02% | 392 | +1,449 | 9.87% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 16,137 | 81 | 0.01% | 0.01% | 393 | +1,027 | 6.8% | Q1 2026 | Apr 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 15,928 | 80 | 0.0% | 0.0% | 395 | -53,931 | -77.2% | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | New | 16,063 | 80 | 0.01% | — | 397 | +16,063 | New | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 15,922 | 80 | 0.0% | 0.0% | 396 | -3 | -0.02% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 15,826 | 79 | 0.0% | 0.0% | 398 | +1,962 | 14.15% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | New | 15,130 | 76 | 0.0% | — | 400 | +15,130 | New | Q1 2026 | Apr 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 15,199 | 76 | 0.01% | 0.0% | 399 | +2,533 | 20.0% | Q1 2026 | May 12, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 15,050 | 75 | 0.0% | 0.01% | 401 | -6,630 | -30.58% | Q1 2026 | May 14, 2026 |
| Olde Wealth Management, LLC | History | No change | 14,840 | 74 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 14,840 | 74 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | New | 14,673 | 73 | 0.0% | — | 406 | +14,673 | New | Q1 2026 | Apr 09, 2026 |
| Clark Capital Management Group, Inc. | History | New | 14,604 | 73 | 0.0% | — | 405 | +14,604 | New | Q1 2026 | May 15, 2026 |
| Cloud Capital Management, LLC | History | New | 14,602 | 73 | 0.03% | — | 408 | +14,602 | New | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | New | 14,552 | 73 | 0.02% | — | 407 | +14,552 | New | Q1 2026 | Apr 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,651 | 73 | 0.0% | 0.0% | 404 | +2,097 | 16.7% | Q1 2026 | May 05, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 14,478 | 72 | 0.01% | 0.01% | 411 | -11,178 | -43.57% | Q1 2026 | Apr 10, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 13,870 | 72 | 0.01% | 0.0% | 410 | +7,401 | 114.41% | Q1 2026 | May 11, 2026 |
| August Group Capital Ltd | History | Added to | 14,424 | 72 | 0.08% | 0.08% | 412 | +293 | 2.07% | Q1 2026 | May 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 14,405 | 72 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cresset Asset Management, LLC | History | New | 14,251 | 71 | 0.0% | — | 417 | +14,251 | New | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 14,177 | 71 | 0.0% | 0.0% | 413 | -7,018 | -33.11% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 14,289 | 71 | 0.0% | 0.01% | 416 | -2,242 | -13.56% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 14,280 | 71 | 0.0% | 0.0% | 414 | +740 | 5.47% | Q1 2026 | Apr 28, 2026 |
| CERTUITY, LLC | History | Added to | 14,287 | 71 | 0.0% | 0.0% | 415 | +550 | 4.0% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | New | 13,916 | 69 | 0.0% | — | 419 | +13,916 | New | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 12,659 | 69 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | New | 13,703 | 68 | 0.0% | — | 423 | +13,703 | New | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 13,675 | 68 | 0.0% | 0.01% | 421 | -1,056 | -7.17% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 12,641 | 68 | 0.0% | 0.0% | 420 | +866 | 7.35% | Q1 2026 | May 11, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 13,581 | 68 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 13,387 | 67 | 0.0% | 0.0% | 424 | +1,212 | 9.95% | Q1 2026 | May 14, 2026 |
| James Hambro & Partners LLP | History | No change | 13,473 | 67 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tanager Wealth Management LLP | History | New | 13,170 | 66 | 0.01% | — | 429 | +13,170 | New | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,206 | 66 | 0.0% | 0.0% | 426 | +6,820 | 106.8% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 13,198 | 66 | 0.0% | 0.0% | 427 | -135 | -1.01% | Q1 2026 | Apr 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 13,163 | 66 | 0.0% | 0.0% | 428 | -55 | -0.42% | Q1 2026 | Apr 24, 2026 |
| Vann Equity Management LLC | History | New | 12,994 | 65 | 0.05% | — | 435 | +12,994 | New | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | New | 12,970 | 65 | 0.0% | — | 434 | +12,970 | New | Q1 2026 | May 07, 2026 |
| Great Diamond Partners, LLC | History | Added to | 13,041 | 65 | 0.01% | 0.01% | 431 | +196 | 1.53% | Q1 2026 | May 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 13,071 | 65 | 0.01% | 0.01% | 432 | +28 | 0.21% | Q1 2026 | May 06, 2026 |
| BANK HAPOALIM BM | History | No change | 13,000 | 65 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DV EQUITIES, LLC | History | No change | 12,300 | 65 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stonebrook Private Inc. | History | New | 12,646 | 63 | 0.01% | — | 437 | +12,646 | New | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 12,599 | 63 | 0.0% | 0.0% | 436 | +1,273 | 11.24% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,423 | 62 | 0.0% | 0.0% | 438 | +2,138 | 20.79% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | No change | 12,376 | 62 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 11,759 | 61 | 0.0% | — | 444 | +11,759 | New | Q1 2026 | May 14, 2026 |
| First Pacific Financial | History | No change | 12,157 | 61 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,612 | 61 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | No change | 12,313 | 61 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | No change | 12,316 | 61 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XXI WEALTH, LLC | History | New | 11,472 | 57 | 0.03% | — | 446 | +11,472 | New | Q1 2026 | May 07, 2026 |
| Klingman & Associates, LLC | History | Added to | 11,332 | 57 | 0.0% | 0.0% | 445 | +411 | 3.76% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 11,287 | 56 | 0.0% | — | 447 | +11,287 | New | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | New | 11,065 | 55 | 0.0% | — | 449 | +11,065 | New | Q1 2026 | Apr 09, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,118 | 55 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 10,846 | 54 | 0.0% | — | 452 | +10,846 | New | Q1 2026 | Apr 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 10,807 | 54 | 0.02% | — | 454 | +10,807 | New | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | New | 10,522 | 54 | 0.0% | — | 453 | +10,522 | New | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | No change | 10,824 | 54 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Holistic Financial Partners | History | No change | 10,874 | 54 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 10,548 | 53 | 0.01% | — | 459 | +10,548 | New | Q1 2026 | Apr 09, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 10,574 | 53 | 0.02% | 0.02% | 458 | +384 | 3.77% | Q1 2026 | Apr 24, 2026 |
| Baron Wealth Management LLC | History | Reduced | 10,577 | 53 | 0.02% | 0.02% | 457 | -64 | -0.6% | Q1 2026 | Apr 16, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 10,694 | 53 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 10,657 | 53 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,421 | 52 | 0.0% | 0.0% | 460 | -312 | -2.91% | Q1 2026 | Apr 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 10,239 | 51 | 0.0% | — | 461 | +10,239 | New | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | New | 10,076 | 50 | 0.0% | — | 466 | +10,076 | New | Q1 2026 | Apr 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 10,051 | 50 | 0.01% | — | 465 | +10,051 | New | Q1 2026 | May 15, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | No change | 10,009 | 50 | 0.03% | 0.03% | 462 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 10,096 | 50 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Shepherd Financial Partners LLC | History | No change | 10,000 | 50 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 9,886 | 49 | 0.0% | 0.0% | 467 | +9,300 | 1587.03% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 9,415 | 47 | 0.0% | — | 469 | +9,415 | New | Q1 2026 | Apr 15, 2026 |
| True Wealth Design, LLC | History | Added to | 9,478 | 47 | 0.01% | 0.01% | 468 | +3,913 | 70.31% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 8,238 | 41 | 0.01% | — | 471 | +8,238 | New | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | No change | 8,163 | 41 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7,570 | 38 | 0.0% | 0.0% | 472 | +172 | 2.32% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 7,000 | 35 | 0.0% | — | 474 | +7,000 | New | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | No change | 7,150 | 35 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 6,605 | 33 | 0.0% | 0.0% | 476 | +1,533 | 30.22% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,406 | 33 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | New | 5,900 | 29 | 0.0% | — | 478 | +5,900 | New | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,896 | 29 | 0.0% | 0.0% | 477 | -255 | -4.15% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,111 | 27 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 5,137 | 26 | 0.0% | 0.0% | 480 | +2,915 | 131.19% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,209 | 21 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 3,883 | 19 | 0.01% | 0.0% | 482 | +2,843 | 273.37% | Q1 2026 | May 13, 2026 |
| Fairscale Capital, LLC | History | No change | 3,976 | 19 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 3,707 | 18 | 0.0% | — | 484 | +3,707 | New | Q1 2026 | May 19, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,428 | 17 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SHP Wealth Management | History | Reduced | 3,379 | 16 | 0.0% | 0.0% | 486 | -1,039 | -23.52% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,000 | 15 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,786 | 14 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | No change | 2,804 | 14 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 2,771 | 14 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,940 | 14 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GW&K Investment Management, LLC | History | Added to | 2,575 | 13 | 0.0% | 0.0% | 492 | +295 | 12.94% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | No change | 2,579 | 12 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 2,248 | 11 | 0.0% | 0.0% | 495 | -215 | -8.73% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,345 | 11 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JDM Financial Group LLC | History | New | 2,017 | 10 | 0.0% | — | 499 | +2,017 | New | Q1 2026 | May 20, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,006 | 10 | 0.0% | 0.0% | 496 | -566 | -22.01% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,102 | 10 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,100 | 10 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | New | 1,944 | 9 | 0.0% | — | 503 | +1,944 | New | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 1,888 | 9 | 0.0% | 0.0% | 501 | -910 | -32.52% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,899 | 9 | 0.0% | 0.0% | 500 | +700 | 58.38% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 1,891 | 9 | 0.01% | 0.01% | 502 | +264 | 16.23% | Q1 2026 | Apr 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 1,776 | 8 | 0.01% | — | 507 | +1,776 | New | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | New | 1,622 | 8 | 0.0% | — | 506 | +1,622 | New | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,788 | 8 | 0.0% | 0.0% | 505 | -125 | -6.53% | Q1 2026 | Apr 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 1,704 | 8 | 0.0% | 0.0% | 504 | -7 | -0.41% | Q1 2026 | Apr 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 1,406 | 7 | 0.0% | 0.0% | 512 | -856 | -37.84% | Q1 2026 | Apr 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 1,523 | 7 | 0.0% | 0.0% | 511 | +341 | 28.85% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,392 | 7 | 0.0% | 0.0% | 509 | +231 | 19.9% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,485 | 7 | 0.0% | 0.0% | 513 | -229 | -13.36% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,393 | 7 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PROFFITT & GOODSON INC | History | No change | 1,539 | 7 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Truvestments Capital LLC | History | New | 1,284 | 6 | 0.0% | — | 517 | +1,284 | New | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 1,279 | 6 | 0.0% | 0.0% | 515 | -17 | -1.31% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,368 | 6 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,319 | 6 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 1,064 | 5 | 0.0% | — | 523 | +1,064 | New | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,184 | 5 | 0.0% | 0.0% | 518 | -139 | -10.51% | Q1 2026 | Apr 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,156 | 5 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kozak & Associates, Inc. | History | No change | 951 | 5 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WealthCollab, LLC | History | No change | 1,046 | 5 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | No change | 1,000 | 5 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| True Link Financial Advisors, LLC | History | New | 912 | 4 | 0.0% | — | 529 | +912 | New | Q1 2026 | Apr 29, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 902 | 4 | 0.0% | — | 530 | +902 | New | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 849 | 4 | 0.0% | 0.0% | 525 | -154 | -15.35% | Q1 2026 | Apr 06, 2026 |
| Spire Wealth Management | History | Reduced | 800 | 4 | 0.0% | 0.0% | 526 | -129 | -13.89% | Q1 2026 | Apr 22, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 810 | 4 | 0.0% | 0.0% | 524 | -44 | -5.15% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | No change | 812 | 4 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 824 | 4 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Napier Financial, LLC | History | New | 647 | 3 | 0.0% | — | 541 | +647 | New | Q1 2026 | May 05, 2026 |
| Ancora Advisors LLC | History | Reduced | 765 | 3 | 0.0% | 0.0% | 532 | -623 | -44.88% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 744 | 3 | 0.0% | 0.0% | 534 | +529 | 246.05% | Q1 2026 | Apr 21, 2026 |
| Abound Wealth Management | History | Reduced | 610 | 3 | 0.0% | 0.0% | 537 | -268 | -30.52% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 749 | 3 | 0.0% | 0.0% | 540 | +195 | 35.2% | Q1 2026 | May 08, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 742 | 3 | 0.0% | 0.0% | 538 | -128 | -14.71% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 634 | 3 | 0.0% | 0.0% | 539 | +56 | 9.69% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | No change | 731 | 3 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | No change | 773 | 3 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Independence Bank of Kentucky | History | No change | 773 | 3 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 746 | 3 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JPL Wealth Management, LLC | History | New | 474 | 2 | 0.0% | — | 547 | +474 | New | Q1 2026 | May 08, 2026 |
| Burk Holdings LLC | History | New | 427 | 2 | 0.0% | — | 548 | +427 | New | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 437 | 2 | 0.0% | — | 544 | +277 | 173.13% | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | Added to | 512 | 2 | 0.0% | 0.0% | 546 | +169 | 49.27% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Reduced | 550 | 2 | 0.0% | 0.0% | 543 | -99 | -15.25% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | No change | 497 | 2 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DecisionPoint Financial, LLC | History | No change | 500 | 2 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 381 | 1 | 0.0% | 0.0% | 549 | -2,415 | -86.37% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | New | 386 | 1 | 0.0% | — | 561 | +386 | New | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | New | 322 | 1 | 0.0% | — | 565 | +322 | New | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | New | 269 | 1 | 0.0% | — | 563 | +269 | New | Q1 2026 | Apr 28, 2026 |
| Frazier Financial Advisors, LLC | History | New | 242 | 1 | 0.0% | — | 564 | +242 | New | Q1 2026 | May 05, 2026 |
| Grove Bank & Trust | History | New | 219 | 1 | 0.0% | — | 562 | +219 | New | Q1 2026 | Apr 08, 2026 |
| Triumph Capital Management | History | Added to | 343 | 1 | 0.0% | — | 552 | +207 | 152.21% | Q1 2026 | May 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 365 | 1 | 0.0% | 0.0% | 551 | +36 | 10.94% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 363 | 1 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 237 | 1 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | No change | 255 | 1 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 253 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 253 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 212 | 1 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Millstone Evans Group, LLC | History | No change | 207 | 1 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 310 | 1 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | No change | 223 | 1 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -314,721 | -100.0% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -181,796 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -107,422 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -104,383 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -85,602 | -100.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -68,955 | -100.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49,339 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -45,429 | -100.0% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -41,594 | -100.0% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -38,263 | -100.0% | Q1 2026 | May 04, 2026 |
| EARNEST PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,814 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 124 | 0 | — | 0.05% | — | -34,916 | -99.65% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,544 | -100.0% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,681 | -100.0% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -24,084 | -100.0% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,645 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,749 | -100.0% | Q1 2026 | May 01, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,524 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,314 | -100.0% | Q1 2026 | Apr 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,575 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,794 | -100.0% | Q1 2026 | May 07, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,711 | -100.0% | Q1 2026 | Apr 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,114 | -100.0% | Q1 2026 | Apr 24, 2026 |
| J. Derek Lewis & Associates Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,000 | -100.0% | Q1 2026 | May 21, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,851 | -100.0% | Q1 2026 | May 07, 2026 |
| Genus Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,365 | -100.0% | Q1 2026 | May 01, 2026 |
| Trajan Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,683 | -100.0% | Q1 2026 | May 13, 2026 |
| a16z Perennial Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,345 | -100.0% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,338 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FMB WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -11,812 | -100.0% | Q1 2026 | Apr 15, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,553 | -100.0% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,460 | -100.0% | Q1 2026 | May 01, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,253 | -100.0% | Q1 2026 | May 06, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -7,203 | -100.0% | Q1 2026 | May 01, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,682 | -100.0% | Q1 2026 | Apr 24, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -2,782 | -100.0% | Q1 2026 | Apr 20, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,532 | -100.0% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,425 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,026 | -100.0% | Q1 2026 | May 06, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -911 | -100.0% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -797 | -100.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -734 | -100.0% | Q1 2026 | May 07, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -573 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -484 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q1 2026 | May 15, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 186 | 0 | — | — | — | +186 | New | Q1 2026 | Apr 28, 2026 |
| Key Capital Management, INC | History | New | 159 | 0 | — | — | — | +159 | New | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -155 | -100.0% | Q1 2026 | May 05, 2026 |
| Arlington Trust Co LLC | History | New | 140 | 0 | — | — | — | +140 | New | Q1 2026 | Apr 08, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -106 | -100.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | New | 103 | 0 | — | — | — | +103 | New | Q1 2026 | Apr 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 93 | 0 | — | — | — | +93 | New | Q1 2026 | May 07, 2026 |
| GHP Investment Advisors, Inc. | History | New | 89 | 0 | — | — | — | +89 | New | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | Reduced | 194 | 0 | — | 0.0% | — | -70 | -26.52% | Q1 2026 | Apr 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Trust Co | History | No change | 107 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | No change | 142 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |