Mister Car Wash, Inc. - MCW
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Leonard Green & Partners, L.P. | History | No change | 219,213,079 | 1,527,915 | 55.2% | 47.41% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 14,768,629 | 102,937 | 0.0% | 0.0% | 2 | -133,919 | -0.9% | Q1 2026 | May 13, 2026 |
| Greenhouse Funds LLLP | History | Reduced | 13,342,649 | 92,998 | 4.16% | 3.32% | 3 | -3,207,064 | -19.38% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 10,368,532 | 57,649 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | Reduced | 7,486,309 | 52,179 | 0.09% | 0.09% | 5 | -4,642,339 | -38.28% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 6,329,999 | 44,120 | 0.01% | 0.01% | 6 | -277,393 | -4.2% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,369,631 | 37,426 | 0.0% | — | 7 | +5,369,631 | New | Q1 2026 | May 08, 2026 |
| GLAZER CAPITAL, LLC | History | New | 4,777,697 | 33,301 | 0.71% | — | 8 | +4,777,697 | New | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,338,522 | 30,239 | 0.0% | — | 9 | +4,338,522 | New | Q1 2026 | May 15, 2026 |
| Empyrean Capital Partners, LP | History | New | 4,250,000 | 29,622 | 0.96% | — | 10 | +4,250,000 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 3,597,495 | 25,074 | 0.0% | 0.0% | 11 | -36,258 | -1.0% | Q1 2026 | May 15, 2026 |
| TIG Advisors, LLC | History | New | 3,439,961 | 23,976 | 1.11% | — | 12 | +3,439,961 | New | Q1 2026 | May 15, 2026 |
| Decagon Asset Management LLP | History | New | 2,924,720 | 20,385 | 5.28% | — | 13 | +2,924,720 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,914,403 | 20,313 | 0.0% | 0.0% | 14 | +2,425,206 | 495.75% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,680,951 | 18,689 | 0.0% | 0.0% | 15 | +60,967 | 2.33% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,545,252 | 17,740 | 0.01% | 0.0% | 16 | +2,326,379 | 1062.89% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Reduced | 2,050,000 | 14,288 | 0.01% | 0.03% | 17 | -4,100,000 | -66.67% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | Added to | 2,036,700 | 14,195 | 0.28% | 0.01% | 18 | +1,844,800 | 961.33% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,693,157 | 11,801 | 0.01% | 0.0% | 19 | +191,082 | 12.72% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,382,739 | 9,637 | 0.0% | 0.0% | 20 | -774,937 | -35.92% | Q1 2026 | May 15, 2026 |
| FourWorld Capital Management LLC | History | New | 1,200,000 | 8,364 | 4.27% | — | 21 | +1,200,000 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,118,956 | 7,799 | 0.0% | 0.0% | 22 | +22,128 | 2.02% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | New | 1,098,442 | 7,656 | 0.01% | — | 23 | +1,098,442 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,091,231 | 7,605 | 0.01% | 0.01% | 24 | -345,442 | -24.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,024,164 | 7,138 | 0.0% | 0.0% | 25 | +770,479 | 303.71% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 978,388 | 6,819 | 0.0% | 0.0% | 26 | +98,262 | 11.16% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 810,785 | 5,651 | 0.0% | 0.0% | 27 | -2,266,191 | -73.65% | Q1 2026 | May 15, 2026 |
| AQR Arbitrage LLC | History | New | 761,436 | 5,307 | 0.09% | — | 28 | +761,436 | New | Q1 2026 | May 15, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 715,410 | 4,986 | 0.07% | — | 29 | +715,410 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 715,088 | 4,984 | 0.0% | 0.0% | 30 | -15,275 | -2.09% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 683,724 | 4,765 | 0.0% | — | 31 | +683,724 | New | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 660,163 | 4,601 | 0.0% | 0.0% | 32 | -540,681 | -45.03% | Q1 2026 | May 14, 2026 |
| Groupe la Francaise | History | New | 648,400 | 4,519 | 0.06% | — | 33 | +648,400 | New | Q1 2026 | May 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 562,474 | 3,920 | 0.01% | 0.0% | 34 | +132,122 | 30.7% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 508,948 | 3,547 | 0.02% | 0.0% | 35 | +404,833 | 388.83% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 480,428 | 3,348 | 0.0% | 0.0% | 36 | +10,431 | 2.22% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 421,325 | 2,936 | 0.0% | 0.0% | 37 | +20,451 | 5.1% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 417,126 | 2,907 | 0.0% | 0.0% | 38 | +14,777 | 3.67% | Q1 2026 | May 13, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 401,600 | 2,799 | 0.22% | — | 39 | +401,600 | New | Q1 2026 | Apr 29, 2026 |
| Invesco Ltd. | History | Reduced | 393,218 | 2,740 | 0.0% | 0.0% | 40 | -35,561 | -8.29% | Q1 2026 | May 12, 2026 |
| CastleKnight Management LP | History | No change | 373,074 | 2,600 | 0.04% | 0.05% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boussard & Gavaudan Investment Management LLP | History | New | 352,529 | 2,458 | 0.23% | — | 42 | +352,529 | New | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 351,526 | 2,450 | 0.01% | 0.01% | 43 | +11,201 | 3.29% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 350,525 | 2,443 | 0.0% | 0.0% | 44 | +300,967 | 607.3% | Q1 2026 | May 11, 2026 |
| CIBRA Capital Ltd | History | New | 336,900 | 2,348 | 1.13% | — | 45 | +336,900 | New | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 306,677 | 2,137 | 0.0% | 0.0% | 46 | +225,377 | 277.22% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 292,768 | 2,040 | 0.0% | 0.0% | 47 | -2,896 | -0.98% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 278,177 | 1,938 | 0.02% | — | 48 | +278,177 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 224,239 | 1,562 | 0.0% | 0.0% | 49 | +51,922 | 30.13% | Q1 2026 | May 12, 2026 |
| Rangeley Capital, LLC | History | New | 220,500 | 1,536 | 1.49% | — | 50 | +220,500 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 218,546 | 1,523 | 0.0% | 0.0% | 51 | -77,008 | -26.06% | Q1 2026 | May 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 209,144 | 1,457 | 0.22% | — | 52 | +209,144 | New | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 207,286 | 1,444 | 0.0% | 0.0% | 53 | -27,553 | -11.73% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 199,312 | 1,389 | 0.0% | 0.0% | 54 | +15,811 | 8.62% | Q1 2026 | May 13, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 198,600 | 1,384 | 0.01% | — | 55 | +198,600 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 193,600 | 1,349 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 192,366 | 1,340 | 0.01% | 0.0% | 57 | +29,694 | 18.25% | Q1 2026 | May 14, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | New | 190,440 | 1,327 | 0.09% | — | 58 | +190,440 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 190,125 | 1,325 | 0.0% | 0.0% | 59 | +976 | 0.52% | Q1 2026 | Apr 30, 2026 |
| CSS LLC/IL | History | New | 169,000 | 1,177 | 0.06% | — | 60 | +169,000 | New | Q1 2026 | May 15, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 156,502 | 1,090 | 0.12% | — | 61 | +156,502 | New | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 155,814 | 1,086 | 0.05% | 0.04% | 62 | -5,744 | -3.56% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 154,600 | 1,077 | 0.0% | 0.0% | 63 | +107,200 | 226.16% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 152,240 | 1,061 | 0.0% | 0.0% | 64 | -9,316 | -5.77% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 145,039 | 1,010 | 0.0% | 0.0% | 65 | -59,812 | -29.2% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 143,978 | 1,003 | 0.0% | 0.0% | 66 | +8,292 | 6.11% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | New | 131,526 | 916 | 2.24% | — | 67 | +131,526 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 130,495 | 909 | 0.0% | 0.0% | 68 | +10,734 | 8.96% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 151,840 | 844 | 0.0% | 0.0% | 69 | -28,800 | -15.94% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 120,463 | 839 | 0.05% | — | 70 | +120,463 | New | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 106,396 | 741 | 0.0% | 0.0% | 71 | +27,871 | 35.49% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 106,257 | 740 | 0.0% | 0.0% | 72 | -55,379 | -34.26% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 101,906 | 710 | 0.0% | 0.0% | 73 | +9,600 | 10.4% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 94,955 | 661 | 0.0% | 0.0% | 74 | +12,353 | 14.95% | Q1 2026 | May 06, 2026 |
| Capula Management Ltd | History | New | 87,533 | 610 | 0.0% | — | 75 | +87,533 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 80,908 | 563 | 0.0% | 0.0% | 76 | +5,505 | 7.3% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 79,649 | 555 | 0.0% | 0.0% | 77 | -13,878 | -14.84% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 76,513 | 534 | 0.0% | 0.0% | 78 | +17,239 | 29.08% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 74,955 | 522 | 0.0% | 0.0% | 79 | -630,817 | -89.38% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 74,443 | 518 | 0.0% | — | 80 | +74,443 | New | Q1 2026 | May 08, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 68,541 | 485 | 0.03% | — | 81 | +68,541 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 68,735 | 479 | 0.0% | 0.0% | 82 | +14,570 | 26.9% | Q1 2026 | Apr 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 68,270 | 475 | 0.0% | 0.0% | 83 | -2,287 | -3.24% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 66,196 | 460 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 65,593 | 457 | 0.0% | 0.0% | 85 | -1,931 | -2.86% | Q1 2026 | May 01, 2026 |
| Maven Securities LTD | History | New | 64,127 | 446 | 0.01% | — | 86 | +64,127 | New | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 63,800 | 445 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GABELLI FUNDS LLC | History | New | 61,700 | 430 | 0.0% | — | 88 | +61,700 | New | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 58,420 | 407 | 0.02% | — | 89 | +58,420 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 54,345 | 378 | 0.0% | 0.0% | 90 | +14,237 | 35.5% | Q1 2026 | May 15, 2026 |
| Blueshift Asset Management, LLC | History | New | 51,251 | 357 | 0.11% | — | 91 | +51,251 | New | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 50,767 | 353 | 0.0% | 0.0% | 92 | -1,205 | -2.32% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 49,573 | 345 | 0.0% | 0.0% | 93 | -1,814 | -3.53% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 47,900 | 333 | 0.0% | 0.0% | 94 | +876 | 1.86% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 46,530 | 324 | 0.0% | 0.0% | 95 | +461 | 1.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 43,926 | 306 | 0.0% | 0.0% | 96 | +13,204 | 42.98% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 43,600 | 303 | 0.01% | 0.0% | 97 | -1,400 | -3.11% | Q1 2026 | Apr 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 42,555 | 296 | 0.02% | 0.01% | 98 | -203 | -0.47% | Q1 2026 | Apr 27, 2026 |
| Vanguard Global Advisers, LLC | History | New | 42,253 | 294 | 0.0% | — | 99 | +42,253 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 42,109 | 293 | 0.0% | 0.0% | 100 | -127,785 | -75.21% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 41,920 | 292 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | New | 40,796 | 284 | 0.01% | — | 102 | +40,796 | New | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 50,800 | 282 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 39,867 | 277 | 0.01% | — | 104 | +39,867 | New | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 38,110 | 265 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 37,995 | 264 | 0.0% | 0.0% | 106 | -121,663 | -76.2% | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 41,484 | 230 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 31,145 | 217 | 0.0% | 0.03% | 108 | -6,526,203 | -99.53% | Q1 2026 | May 15, 2026 |
| JBF Capital, Inc. | History | New | 30,835 | 214 | 0.03% | — | 109 | +30,835 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 30,400 | 211 | 0.0% | 0.0% | 110 | -5,400 | -15.08% | Q1 2026 | May 15, 2026 |
| BRC Group Holdings, Inc. | History | New | 30,000 | 209 | 0.05% | — | 111 | +30,000 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 28,433 | 198 | 0.0% | — | 112 | +28,433 | New | Q1 2026 | May 08, 2026 |
| PenderFund Capital Management Ltd. | History | New | 28,400 | 197 | 0.03% | — | 115 | +28,400 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 28,320 | 197 | 0.0% | 0.0% | 113 | -250 | -0.88% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,379 | 197 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,504 | 191 | 0.0% | 0.0% | 116 | -189,878 | -87.35% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 26,992 | 188 | 0.0% | 0.0% | 117 | -413 | -1.51% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 26,248 | 182 | 0.0% | 0.0% | 118 | -192 | -0.73% | Q1 2026 | Apr 24, 2026 |
| Odyssean, LLC | History | New | 25,883 | 180 | 0.07% | — | 119 | +25,883 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 25,546 | 178 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,600 | 171 | 0.0% | 0.0% | 121 | -102,781 | -80.69% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,302 | 169 | 0.0% | 0.0% | 122 | -26 | -0.11% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 24,238 | 168 | 0.0% | 0.0% | 124 | +2,142 | 9.69% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 24,104 | 168 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 23,546 | 164 | 0.0% | — | 125 | +23,546 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,107 | 161 | 0.0% | 0.0% | 126 | +5,824 | 33.7% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,507 | 156 | 0.0% | 0.0% | 127 | +21,687 | 2644.76% | Q1 2026 | May 01, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 22,511 | 156 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 21,896 | 152 | 0.0% | 0.0% | 129 | -10,173 | -31.72% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,550 | 150 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 21,100 | 147 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 20,860 | 145 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 20,514 | 142 | 0.0% | 0.01% | 133 | -76,868 | -78.93% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 22,489 | 125 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 17,474 | 121 | 0.0% | 0.0% | 135 | -551 | -3.06% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 16,795 | 117 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | No change | 16,550 | 115 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 15,428 | 107 | 0.0% | 0.0% | 139 | -3,848 | -19.96% | Q1 2026 | Apr 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,354 | 107 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,262 | 106 | 0.0% | 0.0% | 140 | -31,351 | -67.26% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 15,125 | 105 | 0.0% | 0.0% | 141 | +7,499 | 98.33% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 14,961 | 104 | 0.0% | 0.0% | 142 | +421 | 2.9% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 14,811 | 103 | 0.0% | 0.0% | 143 | +9,198 | 163.87% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 14,349 | 100 | 0.0% | 0.0% | 145 | -165 | -1.14% | Q1 2026 | Apr 21, 2026 |
| Maryland State Retirement & Pension System | History | No change | 14,386 | 100 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | No change | 13,947 | 97 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 13,772 | 95 | 0.0% | 0.0% | 148 | +2,364 | 20.72% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,721 | 95 | 0.0% | 0.0% | 147 | +1,717 | 14.3% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,560 | 94 | 0.0% | 0.0% | 149 | +1,693 | 14.27% | Q1 2026 | May 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 12,735 | 88 | 0.0% | — | 150 | +12,735 | New | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 12,236 | 85 | 0.0% | 0.0% | 151 | +1,959 | 19.06% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 12,004 | 83 | 0.0% | — | 152 | +12,004 | New | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (US) LLC | History | New | 11,982 | 83 | 0.01% | — | 153 | +11,982 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 11,676 | 81 | 0.0% | 0.0% | 155 | +520 | 4.66% | Q1 2026 | Apr 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,762 | 81 | 0.0% | 0.0% | 154 | +422 | 3.72% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 11,535 | 80 | 0.0% | 0.0% | 156 | +1,524 | 15.22% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,461 | 79 | 0.0% | 0.0% | 157 | +7,194 | 168.6% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 11,246 | 78 | 0.0% | 0.0% | 158 | +14 | 0.12% | Q1 2026 | May 07, 2026 |
| Abel Hall, LLC | History | New | 10,553 | 73 | 0.02% | — | 159 | +10,553 | New | Q1 2026 | Apr 28, 2026 |
| DnB Asset Management AS | History | New | 10,354 | 72 | 0.0% | — | 160 | +10,354 | New | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 10,300 | 71 | 0.0% | 0.0% | 161 | +1,200 | 13.19% | Q1 2026 | May 14, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | No change | 12,631 | 70 | 0.18% | 0.18% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,174 | 63 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,234 | 57 | 0.0% | 0.0% | 164 | +17 | 0.21% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 7,745 | 53 | 0.0% | 0.0% | 165 | -569 | -6.84% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 6,951 | 48 | 0.0% | 0.06% | 166 | -1,929,248 | -99.64% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,798 | 40 | 0.0% | 0.0% | 167 | +1,658 | 40.05% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 4,805 | 33 | 0.0% | 0.0% | 168 | +1,628 | 51.24% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3,965 | 27 | 0.0% | — | 169 | +3,965 | New | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 3,200 | 22 | 0.0% | 0.0% | 170 | -900 | -21.95% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,171 | 22 | 0.0% | 0.0% | 171 | +218 | 7.38% | Q1 2026 | Apr 30, 2026 |
| Essential Partners LLC | History | Added to | 3,077 | 21 | 0.01% | 0.0% | 173 | +423 | 15.94% | Q1 2026 | May 21, 2026 |
| Larson Financial Group LLC | History | Added to | 3,079 | 21 | 0.0% | 0.0% | 172 | +112 | 3.77% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,986 | 20 | 0.0% | 0.0% | 174 | +190 | 6.8% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,841 | 19 | 0.0% | 0.0% | 175 | +143 | 5.3% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,289 | 16 | 0.0% | 0.0% | 176 | -8,037 | -77.83% | Q1 2026 | May 15, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 2,345 | 16 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 2,199 | 15 | 0.0% | 0.0% | 178 | +996 | 82.79% | Q1 2026 | Apr 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,145 | 14 | 0.0% | 0.0% | 179 | +606 | 39.38% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 1,989 | 13 | 0.0% | 0.0% | 180 | +30 | 1.53% | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,455 | 10 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,199 | 8 | 0.0% | 0.0% | 182 | +315 | 35.63% | Q1 2026 | May 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,000 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 987 | 6 | 0.0% | 0.0% | 186 | +503 | 103.93% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 927 | 6 | 0.0% | 0.0% | 185 | -411 | -30.72% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | Reduced | 904 | 6 | 0.0% | 0.0% | 184 | -12 | -1.31% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 710 | 5 | 0.0% | 0.0% | 188 | -557 | -43.96% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 758 | 5 | 0.0% | 0.0% | 189 | +547 | 259.24% | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 723 | 5 | 0.0% | 0.0% | 187 | +156 | 27.51% | Q1 2026 | May 14, 2026 |
| Richardson Capital Management LLC | History | New | 599 | 4 | 0.0% | — | 193 | +599 | New | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 711 | 4 | 0.0% | — | 190 | +560 | 370.86% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 683 | 4 | 0.0% | 0.0% | 191 | +264 | 63.01% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 647 | 4 | 0.0% | 0.0% | 192 | +80 | 14.11% | Q1 2026 | Apr 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 547 | 3 | 0.0% | 0.0% | 194 | -632 | -53.6% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 569 | 3 | 0.0% | 0.0% | 195 | -482 | -45.86% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 536 | 3 | 0.0% | 0.0% | 196 | +351 | 189.73% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 351 | 2 | 0.0% | 0.0% | 201 | -565 | -61.68% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Reduced | 312 | 2 | 0.0% | 0.0% | 200 | -340 | -52.15% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 349 | 2 | 0.0% | 0.0% | 197 | +73 | 26.45% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Added to | 392 | 2 | 0.0% | 0.0% | 199 | +56 | 16.67% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 362 | 2 | 0.0% | 0.0% | 198 | +27 | 8.06% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 217 | 1 | 0.0% | — | 204 | +182 | 520.0% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 218 | 1 | 0.0% | — | 202 | +143 | 190.67% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 149 | 1 | 0.0% | — | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 4.51% | — | -1,723,592 | -100.0% | Q1 2026 | May 15, 2026 |
| Voss Capital, LP | History | Closed out | 0 | 0 | — | 0.35% | — | -1,296,915 | -100.0% | Q1 2026 | May 15, 2026 |
| Western Standard LLC | History | Closed out | 0 | 0 | — | 2.05% | — | -797,906 | -100.0% | Q1 2026 | May 05, 2026 |
| Avory & Company, LLC | History | Closed out | 0 | 0 | — | 2.49% | — | -700,114 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -598,260 | -100.0% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -540,183 | -100.0% | Q1 2026 | May 15, 2026 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -532,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -324,472 | -100.0% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -300,201 | -100.0% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -293,753 | -100.0% | Q1 2026 | May 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -280,494 | -100.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215,852 | -100.0% | Q1 2026 | May 06, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -148,234 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -147,061 | -100.0% | Q1 2026 | May 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -124,068 | -100.0% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -107,886 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -97,030 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -85,545 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,078 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,414 | -100.0% | Q1 2026 | May 13, 2026 |
| Oakum Bay Capital LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -57,900 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,842 | -100.0% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -38,556 | -100.0% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,030 | -100.0% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,929 | -100.0% | Q1 2026 | May 04, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -20,404 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,781 | -100.0% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -16,238 | -100.0% | Q1 2026 | May 13, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,627 | -100.0% | Q1 2026 | May 11, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,044 | -100.0% | Q1 2026 | Apr 24, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -11,994 | -100.0% | Q1 2026 | May 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,032 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,195 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,169 | -100.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 51 | 0 | — | 0.0% | — | -419 | -89.15% | Q1 2026 | Apr 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 109 | 0 | — | 0.0% | — | -325 | -74.88% | Q1 2026 | May 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | — | — | -116 | -100.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 103 | 0 | — | — | — | +102 | 10200.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | — | — | -94 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -94 | -100.0% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | New | 76 | 0 | — | — | — | +76 | New | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 75 | 0 | — | — | — | +75 | New | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | New | 63 | 0 | — | — | — | +63 | New | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 95 | 0 | — | — | — | +61 | 179.41% | Q1 2026 | Apr 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 55 | 0 | — | — | — | +55 | New | Q1 2026 | May 08, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | Apr 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 31 | 0 | — | — | — | +15 | 93.75% | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 31 | 0 | — | — | — | +15 | 93.75% | Q1 2026 | Apr 21, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 8 | 0 | — | — | — | -3 | -27.27% | Q1 2026 | Apr 08, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 109 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DecisionPoint Financial, LLC | History | No change | 118 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ankerstar Wealth, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |