MERCURY GENERAL CORP - MCY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 4,317,164 | 380,558 | 0.01% | 0.01% | 1 | -339,562 | -7.29% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,095,241 | 291,138 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rubric Capital Management LP | History | Added to | 2,154,504 | 189,919 | 2.01% | 2.31% | 3 | +100,000 | 4.87% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,149,647 | 189,491 | 0.04% | 0.04% | 4 | +46,559 | 2.21% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,717,862 | 151,429 | 0.01% | — | 5 | +1,717,862 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,226,459 | 108,112 | 0.0% | — | 6 | +1,226,459 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,099,091 | 96,884 | 0.0% | 0.0% | 7 | -9,183 | -0.83% | Q1 2026 | May 15, 2026 |
| DG Capital Management, LLC | History | Reduced | 948,677 | 83,625 | 25.63% | 45.58% | 8 | -155,992 | -14.12% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 823,582 | 72,598 | 0.11% | 0.13% | 9 | -57,800 | -6.56% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 813,320 | 71,694 | 0.04% | 0.03% | 10 | +113,829 | 16.27% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 754,127 | 66,487 | 0.0% | 0.0% | 11 | +120,649 | 19.05% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 574,897 | 50,677 | 0.03% | 0.03% | 12 | +100 | 0.02% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 572,679 | 50,481 | 0.01% | 0.0% | 13 | +260,105 | 83.21% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 378,172 | 33,336 | 0.0% | 0.0% | 14 | -8,128 | -2.1% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 357,279 | 31,494 | 0.0% | 0.01% | 15 | -6,405 | -1.76% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 352,849 | 31,103 | 0.13% | 0.15% | 16 | -55,267 | -13.54% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 351,459 | 30,872 | 0.01% | 0.02% | 17 | +10,431 | 3.06% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 307,171 | 27,077 | 0.0% | 0.0% | 18 | +177,906 | 137.63% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 289,047 | 25,479 | 0.02% | 0.03% | 19 | +74,961 | 35.01% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 269,738 | 23,777 | 0.0% | 0.0% | 20 | +10,126 | 3.9% | Q1 2026 | May 14, 2026 |
| Philosophy Capital Management LLC | History | Added to | 257,296 | 22,680 | 1.39% | 1.1% | 21 | +916 | 0.36% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 255,495 | 22,521 | 0.01% | 0.01% | 22 | -32,789 | -11.37% | Q1 2026 | Apr 30, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 251,025 | 22,127 | 0.16% | 0.36% | 23 | -214,212 | -46.04% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 243,500 | 21,464 | 0.0% | 0.0% | 24 | -5,569 | -2.24% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 217,713 | 19,191 | 0.01% | 0.01% | 25 | +55,275 | 34.03% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 193,129 | 17,024 | 0.0% | 0.0% | 26 | +57,382 | 42.27% | Q1 2026 | May 15, 2026 |
| Park West Asset Management LLC | History | Reduced | 193,006 | 17,013 | 1.44% | 2.57% | 27 | -136,429 | -41.41% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 189,128 | 16,611 | 0.0% | 0.0% | 28 | +91,029 | 92.79% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 178,064 | 15,696 | 0.01% | 0.01% | 29 | +51,336 | 40.51% | Q1 2026 | May 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 172,423 | 15,199 | 0.0% | — | 30 | +172,423 | New | Q1 2026 | May 08, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 170,213 | 15,004 | 0.23% | 0.1% | 31 | +100,055 | 142.61% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 140,200 | 13,187 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 145,640 | 12,838 | 0.02% | 0.02% | 33 | -15,515 | -9.63% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 141,647 | 12,486 | 0.01% | 0.01% | 34 | -4,799 | -3.28% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 136,647 | 12,045 | 0.01% | — | 35 | +136,647 | New | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 133,703 | 11,785 | 0.03% | 0.04% | 36 | -29,836 | -18.24% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 129,326 | 11,400 | 0.0% | 0.0% | 37 | +68,229 | 111.67% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 119,800 | 10,560 | 0.0% | 0.0% | 38 | +25,570 | 27.14% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 119,067 | 10,495 | 0.01% | 0.02% | 39 | -65,157 | -35.37% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | New | 113,592 | 10,013 | 0.01% | — | 40 | +113,592 | New | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 110,185 | 9,712 | 0.0% | 0.0% | 41 | +12,760 | 13.1% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 109,130 | 9,619 | 0.0% | 0.0% | 42 | +692 | 0.64% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 104,658 | 9,225 | 0.01% | 0.01% | 43 | -632 | -0.6% | Q1 2026 | May 08, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 95,134 | 8,386 | 0.03% | 0.03% | 44 | +3,134 | 3.41% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 85,653 | 7,550 | 0.03% | 0.02% | 45 | +26,669 | 45.21% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 85,307 | 7,519 | 0.0% | 0.0% | 46 | +12,236 | 16.75% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 83,486 | 7,359 | 0.0% | 0.0% | 47 | +32,617 | 64.12% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 82,385 | 7,262 | 0.0% | 0.0% | 48 | -7,355 | -8.2% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 81,988 | 7,227 | 0.01% | 0.01% | 49 | +4,085 | 5.24% | Q1 2026 | May 11, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 80,077 | 7,058 | 0.01% | 0.01% | 50 | +14,953 | 22.96% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 79,715 | 7,026 | 0.06% | 0.05% | 51 | +837 | 1.06% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 74,938 | 6,605 | 0.0% | 0.0% | 52 | +34,586 | 85.71% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 74,346 | 6,553 | 0.02% | 0.01% | 53 | +30,641 | 70.11% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 74,018 | 6,524 | 0.03% | 0.03% | 54 | +13,774 | 22.86% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 73,184 | 6,451 | 0.0% | 0.0% | 55 | -4,934 | -6.32% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 71,477 | 6,300 | 0.01% | 0.01% | 56 | +411 | 0.58% | Q1 2026 | May 12, 2026 |
| Candriam S.C.A. | History | New | 66,774 | 5,886 | 0.03% | — | 57 | +66,774 | New | Q1 2026 | Apr 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 62,181 | 5,481 | 0.0% | 0.0% | 58 | +15,139 | 32.18% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 60,497 | 5,332 | 0.02% | 0.02% | 59 | -2,938 | -4.63% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 59,962 | 5,285 | 0.01% | 0.01% | 60 | +2,480 | 4.31% | Q1 2026 | May 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 55,700 | 4,910 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 55,241 | 4,869 | 0.03% | 0.03% | 62 | -850 | -1.52% | Q1 2026 | May 07, 2026 |
| Swiss National Bank | History | No change | 54,700 | 4,821 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | Reduced | 52,758 | 4,650 | 0.03% | 0.05% | 64 | -8,130 | -13.35% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 48,890 | 4,309 | 0.0% | 0.0% | 65 | -7,230 | -12.88% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 46,096 | 4,063 | 0.05% | 0.02% | 66 | +31,025 | 205.86% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 43,232 | 3,810 | 0.1% | 0.1% | 67 | +2,380 | 5.83% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 40,528 | 3,572 | 0.0% | 0.0% | 68 | +2,025 | 5.26% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 40,483 | 3,568 | 0.06% | 0.04% | 69 | +14,960 | 58.61% | Q1 2026 | Apr 20, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 39,708 | 3,500 | 0.01% | 0.01% | 70 | -943 | -2.32% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 38,454 | 3,389 | 0.04% | 0.03% | 71 | +15,500 | 67.53% | Q1 2026 | May 14, 2026 |
| DENALI ADVISORS LLC | History | Added to | 38,214 | 3,368 | 0.37% | 0.04% | 72 | +34,214 | 855.35% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 34,895 | 3,282 | 0.0% | 0.0% | 73 | -800 | -2.24% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 34,474 | 3,039 | 0.0% | 0.0% | 74 | +6,919 | 25.11% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 33,853 | 2,984 | 0.0% | 0.0% | 75 | +7,693 | 29.41% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 32,590 | 2,872 | 0.0% | 0.0% | 76 | -12,728 | -28.09% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 32,133 | 2,832 | 0.43% | 0.46% | 77 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 31,567 | 2,782 | 0.01% | 0.01% | 78 | -18,050 | -36.38% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 27,700 | 2,441 | 0.05% | 0.07% | 79 | -8,501 | -23.48% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 27,174 | 2,395 | 0.0% | 0.0% | 80 | -21,415 | -44.07% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | New | 26,986 | 2,378 | 0.13% | — | 81 | +26,986 | New | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 26,561 | 2,360 | 0.0% | 0.0% | 82 | +8,211 | 44.75% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,772 | 2,359 | 0.0% | 0.0% | 83 | +2,662 | 11.04% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 26,590 | 2,343 | 0.09% | 0.23% | 84 | -46,022 | -63.38% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Reduced | 26,506 | 2,336 | 0.05% | 0.07% | 85 | -7,933 | -23.03% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 25,889 | 2,284 | 0.0% | 0.0% | 86 | -999 | -3.72% | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 25,898 | 2,282 | 0.0% | 0.01% | 87 | -29,502 | -53.25% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 25,343 | 2,233 | 0.0% | 0.0% | 88 | -1,697 | -6.28% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 24,143 | 2,128 | 0.0% | — | 89 | +24,143 | New | Q1 2026 | May 08, 2026 |
| Inspire Investing, LLC | History | Added to | 24,074 | 2,122 | 0.17% | 0.16% | 90 | +5,622 | 30.47% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 24,010 | 2,116 | 0.0% | 0.0% | 91 | +6,292 | 35.51% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 23,978 | 2,113 | 0.0% | 0.01% | 92 | -811 | -3.27% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 22,280 | 1,963 | 0.02% | 0.03% | 93 | -4,636 | -17.22% | Q1 2026 | May 12, 2026 |
| Bank & Trust Co | History | Reduced | 21,740 | 1,916 | 1.29% | 1.49% | 94 | -698 | -3.11% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | Added to | 21,130 | 1,862 | 0.0% | 0.0% | 95 | +1,488 | 7.58% | Q1 2026 | May 15, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 21,000 | 1,851 | 0.4% | — | 96 | +21,000 | New | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 20,683 | 1,823 | 0.0% | 0.0% | 97 | +11,647 | 128.9% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 19,735 | 1,738 | 0.02% | 0.02% | 98 | -413 | -2.05% | Q1 2026 | Apr 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 19,522 | 1,721 | 0.0% | 0.0% | 99 | +1,253 | 6.86% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 18,810 | 1,658 | 0.0% | 0.0% | 100 | +111 | 0.59% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 18,426 | 1,624 | 0.0% | 0.0% | 101 | +9,000 | 95.48% | Q1 2026 | May 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 18,076 | 1,593 | 0.0% | 0.0% | 102 | +7,834 | 76.49% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,881 | 1,576 | 0.0% | 0.0% | 103 | -19,578 | -52.27% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Reduced | 17,108 | 1,508 | 0.0% | 0.0% | 104 | -6,946 | -28.88% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 15,592 | 1,374 | 0.01% | 0.0% | 105 | +1,219 | 8.48% | Q1 2026 | Apr 30, 2026 |
| Man Group plc | History | Added to | 15,508 | 1,367 | 0.0% | 0.0% | 107 | +2,416 | 18.45% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,509 | 1,367 | 0.0% | 0.0% | 106 | +1,066 | 7.38% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,935 | 1,316 | 0.01% | 0.01% | 108 | -672 | -4.31% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,807 | 1,305 | 0.0% | 0.0% | 109 | -28 | -0.19% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 14,766 | 1,301 | 0.01% | 0.01% | 110 | -338 | -2.24% | Q1 2026 | May 14, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 14,500 | 1,278 | 0.01% | 0.01% | 111 | +1,500 | 11.54% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,283 | 1,259 | 0.0% | 0.0% | 112 | +698 | 5.14% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 14,035 | 1,237 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 13,823 | 1,218 | 0.02% | 0.02% | 114 | -1,061 | -7.13% | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 13,455 | 1,186 | 0.0% | 0.0% | 115 | -78 | -0.58% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 13,234 | 1,166 | 0.01% | — | 116 | +13,234 | New | Q1 2026 | May 15, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Added to | 13,150 | 1,159 | 0.14% | 0.15% | 117 | +2 | 0.02% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,014 | 1,147 | 0.0% | 0.0% | 118 | +1,856 | 16.63% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 12,903 | 1,137 | 0.0% | 0.0% | 119 | +1,500 | 13.15% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,631 | 1,113 | 0.0% | 0.0% | 120 | +129 | 1.03% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,161 | 1,072 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vanguard Global Advisers, LLC | History | New | 12,118 | 1,068 | 0.0% | — | 122 | +12,118 | New | Q1 2026 | May 08, 2026 |
| Summit Global Investments | History | Reduced | 12,097 | 1,066 | 0.06% | 0.07% | 123 | -729 | -5.68% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Reduced | 12,035 | 1,060 | 0.0% | 0.0% | 124 | -33,736 | -73.71% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,800 | 1,040 | 0.02% | 0.02% | 125 | -400 | -3.28% | Q1 2026 | Apr 20, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 11,767 | 1,037 | 0.01% | 0.01% | 126 | +1,205 | 11.41% | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 11,576 | 1,020 | 0.0% | 0.0% | 127 | +3,579 | 44.75% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 11,091 | 977 | 0.0% | 0.0% | 128 | +5,667 | 104.48% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 10,669 | 940 | 0.01% | 0.0% | 129 | +9,124 | 590.55% | Q1 2026 | Apr 14, 2026 |
| Jump Financial, LLC | History | New | 10,500 | 925 | 0.01% | — | 130 | +10,500 | New | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 10,300 | 907 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SIG BROKERAGE, LP | History | New | 10,000 | 881 | 0.02% | — | 132 | +10,000 | New | Q1 2026 | May 15, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Reduced | 9,818 | 865 | 0.13% | 0.15% | 133 | -561 | -5.41% | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Reduced | 9,189 | 810 | 0.0% | 0.0% | 134 | -495 | -5.11% | Q1 2026 | Apr 16, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 9,000 | 793 | 0.37% | 0.35% | 135 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 8,513 | 750 | 0.2% | 0.16% | 136 | +1,949 | 29.69% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 7,764 | 730 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 8,219 | 724 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 7,944 | 700 | 0.04% | 0.04% | 139 | +823 | 11.56% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 7,383 | 694 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,666 | 676 | 0.01% | 0.01% | 141 | -70 | -0.9% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,631 | 672 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 7,613 | 671 | 0.0% | 0.0% | 143 | -145 | -1.87% | Q1 2026 | May 01, 2026 |
| INCEPTIONR LLC | History | New | 7,431 | 655 | 0.16% | — | 144 | +7,431 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,304 | 643 | 0.0% | 0.0% | 145 | +7,090 | 3313.08% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,210 | 635 | 0.0% | 0.0% | 146 | +765 | 11.87% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,136 | 629 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,051 | 621 | 0.01% | 0.01% | 148 | -109 | -1.52% | Q1 2026 | Apr 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,673 | 588 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,628 | 584 | 0.0% | — | 150 | +6,628 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,608 | 582 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,575 | 579 | 0.0% | 0.0% | 152 | -7 | -0.11% | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | New | 6,537 | 576 | 0.0% | — | 153 | +6,537 | New | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 6,526 | 575 | 0.0% | 0.0% | 154 | -1,482 | -18.51% | Q1 2026 | May 06, 2026 |
| Brevan Howard Capital Management LP | History | New | 6,371 | 561 | 0.0% | — | 155 | +6,371 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 6,221 | 548 | 0.0% | 0.0% | 156 | +21 | 0.34% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,200 | 546 | 0.0% | 0.0% | 157 | +300 | 5.08% | Q1 2026 | Apr 29, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 6,165 | 543 | 0.03% | 0.02% | 158 | +2,064 | 50.33% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,106 | 538 | 0.0% | 0.0% | 159 | +2,436 | 66.38% | Q1 2026 | May 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,070 | 535 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 5,991 | 528 | 0.05% | 0.02% | 161 | +1,842 | 44.4% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,581 | 491 | 0.0% | 0.0% | 162 | +108 | 1.97% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 5,558 | 490 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | Reduced | 5,503 | 485 | 0.01% | 0.01% | 164 | -1,651 | -23.08% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 4,966 | 483 | 0.01% | 0.01% | 165 | -3,681 | -42.57% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 5,459 | 481 | 0.05% | 0.04% | 166 | +838 | 18.13% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,395 | 475 | 0.0% | 0.0% | 167 | -4,601 | -46.03% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 5,284 | 465 | 0.0% | 0.0% | 168 | +112 | 2.17% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | No change | 5,009 | 441 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 4,500 | 396 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,414 | 389 | 0.0% | 0.0% | 171 | +36 | 0.82% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,361 | 384 | 0.0% | 0.0% | 172 | +545 | 14.28% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,331 | 381 | 0.0% | 0.01% | 173 | -256 | -5.58% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 4,267 | 376 | 0.01% | 0.02% | 174 | -577 | -11.91% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 4,232 | 373 | 0.02% | 0.01% | 175 | +972 | 29.82% | Q1 2026 | May 08, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,185 | 368 | 0.0% | 0.0% | 176 | -1,045 | -19.98% | Q1 2026 | Apr 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,039 | 356 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | Added to | 4,023 | 355 | 0.01% | 0.0% | 178 | +2,663 | 195.81% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,027 | 354 | 0.0% | 0.0% | 179 | +8 | 0.2% | Q1 2026 | Apr 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 4,013 | 353 | 0.0% | 0.01% | 180 | -7,963 | -66.49% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 4,006 | 353 | 0.0% | 0.0% | 181 | -146 | -3.52% | Q1 2026 | May 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 3,930 | 346 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 3,903 | 344 | 0.02% | 0.03% | 183 | -737 | -15.88% | Q1 2026 | Apr 28, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,873 | 341 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quantbot Technologies LP | History | New | 3,726 | 328 | 0.01% | — | 185 | +3,726 | New | Q1 2026 | May 13, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | No change | 3,659 | 322 | 0.12% | 0.13% | 186 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,633 | 320 | 0.0% | 0.0% | 187 | +637 | 21.26% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 3,616 | 318 | 0.01% | — | 189 | +3,616 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,609 | 318 | 0.0% | 0.0% | 188 | +6 | 0.17% | Q1 2026 | Apr 15, 2026 |
| NDVR, Inc. | History | No change | 3,323 | 312 | 0.26% | 0.26% | 190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Claro Advisors Inc. | History | New | 3,503 | 308 | 0.04% | — | 191 | +3,503 | New | Q1 2026 | Apr 21, 2026 |
| Squarepoint Ops LLC | History | New | 3,364 | 296 | 0.0% | — | 192 | +3,364 | New | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | New | 3,255 | 286 | 0.01% | — | 194 | +3,255 | New | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,251 | 286 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,043 | 268 | 0.0% | 0.0% | 195 | +4 | 0.13% | Q1 2026 | May 07, 2026 |
| Centiva Capital, LP | History | New | 3,001 | 264 | 0.0% | — | 196 | +3,001 | New | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 2,783 | 261 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 2,794 | 246 | 0.0% | — | 198 | +2,794 | New | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,763 | 243 | 0.0% | 0.0% | 199 | +118 | 4.46% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,746 | 242 | 0.0% | 0.0% | 200 | -1,080 | -28.23% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 2,714 | 239 | 0.01% | 0.01% | 201 | +1 | 0.04% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,649 | 233 | 0.01% | 0.01% | 202 | -332 | -11.14% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,574 | 226 | 0.0% | 0.0% | 203 | +377 | 17.16% | Q1 2026 | May 08, 2026 |
| Gallacher Capital Management LLC | History | New | 2,530 | 223 | 0.09% | — | 204 | +2,530 | New | Q1 2026 | May 05, 2026 |
| Bayforest Capital Ltd | History | New | 2,509 | 221 | 0.25% | — | 205 | +2,509 | New | Q1 2026 | Apr 15, 2026 |
| XPONANCE LLC | History | New | 2,505 | 220 | 0.0% | — | 206 | +2,505 | New | Q1 2026 | May 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 2,419 | 213 | 0.02% | — | 207 | +2,419 | New | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Reduced | 2,342 | 206 | 0.12% | 0.2% | 208 | -853 | -26.7% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | New | 2,320 | 204 | 0.0% | — | 209 | +2,320 | New | Q1 2026 | May 05, 2026 |
| Aquatic Capital Management LLC | History | New | 2,320 | 204 | 0.01% | — | 210 | +2,320 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,249 | 198 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 2,240 | 197 | 0.14% | 0.17% | 212 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | New | 2,142 | 188 | 0.02% | — | 213 | +2,142 | New | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,067 | 182 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | No change | 2,007 | 176 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,950 | 171 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,576 | 138 | 0.0% | 0.0% | 217 | -563 | -26.32% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,371 | 120 | 0.0% | — | 218 | +1,371 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,338 | 117 | 0.0% | 0.0% | 219 | +10 | 0.75% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 1,295 | 114 | 0.0% | 0.0% | 220 | +789 | 155.93% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,185 | 104 | 0.0% | 0.0% | 221 | +40 | 3.49% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 1,191 | 104 | 0.0% | 0.0% | 222 | -30 | -2.46% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,000 | 94 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,037 | 91 | 0.01% | 0.01% | 224 | -80 | -7.16% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,002 | 88 | 0.0% | 0.0% | 225 | -660 | -39.71% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 977 | 85 | 0.0% | 0.0% | 226 | -293 | -23.07% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 857 | 76 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 825 | 72 | 0.0% | 0.0% | 228 | +64 | 8.41% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 772 | 68 | 0.01% | 0.01% | 229 | +22 | 2.93% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Reduced | 750 | 66 | 0.0% | 0.01% | 230 | -23,000 | -96.84% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 722 | 63 | 0.0% | 0.0% | 231 | -30 | -3.99% | Q1 2026 | Apr 06, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 641 | 56 | 0.0% | 0.0% | 232 | +22 | 3.55% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 634 | 55 | 0.0% | 0.0% | 233 | +12 | 1.93% | Q1 2026 | Apr 27, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 541 | 47 | 0.03% | 0.02% | 234 | +133 | 32.6% | Q1 2026 | Apr 20, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 470 | 41 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 430 | 37 | 0.02% | 0.03% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 386 | 34 | 0.0% | 0.0% | 237 | +125 | 47.89% | Q1 2026 | Apr 07, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 390 | 34 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 367 | 32 | 0.02% | 0.03% | 240 | -327 | -47.12% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 370 | 32 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 313 | 28 | 0.0% | — | 243 | +313 | New | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 324 | 28 | 0.0% | 0.0% | 242 | +79 | 32.24% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | No change | 324 | 28 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 306 | 27 | 0.0% | 0.0% | 244 | +58 | 23.39% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 310 | 27 | 0.0% | 0.0% | 245 | +26 | 9.15% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 300 | 26 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 273 | 24 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 267 | 23 | 0.0% | 0.0% | 251 | +42 | 18.67% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 264 | 23 | 0.0% | 0.0% | 248 | +14 | 5.6% | Q1 2026 | May 07, 2026 |
| Matrix Trust Co | History | Added to | 256 | 23 | 0.0% | 0.0% | 250 | +4 | 1.59% | Q1 2026 | Apr 09, 2026 |
| Financial Management Professionals, Inc. | History | No change | 265 | 23 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 246 | 21 | 0.0% | 0.0% | 252 | -24 | -8.89% | Q1 2026 | May 14, 2026 |
| Colonial Trust Advisors | History | New | 200 | 17 | 0.0% | — | 255 | +200 | New | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 200 | 17 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Versant Capital Management, Inc | History | No change | 203 | 17 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| NFSG Corp | History | New | 191 | 16 | 0.0% | — | 256 | +191 | New | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 172 | 15 | 0.0% | 0.0% | 258 | +138 | 405.88% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 183 | 15 | 0.0% | 0.0% | 259 | +17 | 10.24% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 176 | 15 | 0.0% | 0.0% | 257 | +4 | 2.33% | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 170 | 14 | 0.01% | — | 262 | +170 | New | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 165 | 14 | 0.0% | 0.0% | 261 | +125 | 312.5% | Q1 2026 | May 14, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 160 | 14 | 0.0% | 0.0% | 260 | +3 | 1.91% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 158 | 13 | 0.0% | 0.0% | 263 | +5 | 3.27% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 118 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 166 | 9 | 0.0% | 0.01% | 266 | -64 | -27.83% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | No change | 100 | 8 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PFS Partners, LLC | History | No change | 94 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 88 | 7 | 0.0% | — | 270 | +88 | New | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | New | 87 | 7 | 0.0% | — | 272 | +87 | New | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | New | 86 | 7 | 0.0% | — | 271 | +86 | New | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 69 | 6 | 0.0% | — | 275 | +69 | New | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 77 | 6 | 0.0% | 0.0% | 274 | +7 | 10.0% | Q1 2026 | Apr 20, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 70 | 6 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 60 | 5 | 0.0% | — | 279 | +60 | New | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 68 | 5 | 0.0% | 0.0% | 276 | +41 | 151.85% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 59 | 5 | 0.0% | 0.0% | 277 | +40 | 210.53% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 61 | 5 | 0.0% | 0.0% | 278 | +33 | 117.86% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 53 | 4 | 0.0% | 0.0% | 284 | +31 | 140.91% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 51 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 49 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | No change | 53 | 4 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Marquette Asset Management, LLC | History | Added to | 37 | 3 | 0.0% | 0.0% | 286 | +10 | 37.04% | Q1 2026 | Apr 23, 2026 |
| Torren Management, LLC | History | Reduced | 24 | 2 | 0.0% | 0.04% | 289 | -872 | -97.32% | Q1 2026 | Apr 30, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 28 | 2 | 0.0% | 0.0% | 287 | -12 | -30.0% | Q1 2026 | May 05, 2026 |
| Kilter Group LLC | History | Added to | 31 | 2 | 0.0% | 0.0% | 288 | +5 | 19.23% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 14 | 1 | 0.0% | — | 300 | +14 | New | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 17 | 1 | 0.0% | — | 294 | +11 | 183.33% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 16 | 1 | 0.0% | — | 290 | +9 | 128.57% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 13 | 1 | 0.0% | — | 299 | +6 | 85.71% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 12 | 1 | 0.0% | — | 296 | +3 | 33.33% | Q1 2026 | Apr 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 14 | 1 | 0.0% | 0.0% | 297 | +2 | 16.67% | Q1 2026 | Apr 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 19 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 06, 2026 |