Ramaco Resources, Inc. - METC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Added to | 5,638,765 | 86,505 | 4.49% | 5.45% | 1 | +1,793 | 0.03% | Q1 2026 | May 15, 2026 |
| Dayah Capital LLC | History | Added to | 5,050,000 | 78,073 | 29.89% | 12.66% | 2 | +2,344,453 | 86.65% | Q1 2026 | May 19, 2026 |
| BlackRock, Inc. | History | Added to | 4,217,073 | 64,669 | 0.0% | 0.0% | 3 | +34,259 | 0.82% | Q1 2026 | May 13, 2026 |
| Yorktown Energy Partners XI, L.P. | History | Reduced | 4,230,581 | 58,826 | 41.56% | 58.01% | 4 | -808,743 | -16.05% | Q1 2026 | May 15, 2026 |
| Yorktown Energy Partners IX, L.P. | History | Reduced | 3,671,205 | 50,266 | 87.36% | 92.76% | 5 | -661,288 | -15.26% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,076,498 | 47,446 | 0.01% | 0.0% | 6 | +2,535,639 | 468.82% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 2,760,813 | 47,422 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 2,999,490 | 45,995 | 0.01% | 0.01% | 8 | -103,311 | -3.33% | Q1 2026 | May 05, 2026 |
| STATE STREET CORP | History | Added to | 2,898,252 | 44,643 | 0.0% | 0.0% | 9 | +377,818 | 14.99% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 2,850,333 | 44,066 | 0.06% | 0.02% | 10 | +2,296,995 | 415.12% | Q1 2026 | May 15, 2026 |
| Yorktown Energy Partners X, L.P. | History | Reduced | 2,796,257 | 38,882 | 55.95% | 70.75% | 11 | -534,549 | -16.05% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,209,573 | 32,436 | 0.0% | — | 12 | +2,209,573 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 2,017,027 | 31,183 | 0.03% | 0.03% | 13 | +731,869 | 56.95% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,847,807 | 28,454 | 0.0% | 0.0% | 14 | +654,755 | 54.88% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,564,687 | 24,190 | 0.0% | 0.0% | 15 | -208,204 | -11.74% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,501,873 | 22,860 | 0.0% | 0.0% | 16 | +404,034 | 36.8% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,284,022 | 19,686 | 0.0% | 0.0% | 17 | +74,867 | 6.19% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 1,188,125 | 18,368 | 0.0% | 0.0% | 18 | +1,113,884 | 1500.36% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,139,105 | 17,610 | 0.0% | 0.0% | 19 | -255,525 | -18.32% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,156,178 | 17,032 | 0.0% | 0.0% | 20 | +19,757 | 1.74% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 922,600 | 16,606 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,018,911 | 15,750 | 0.0% | 0.0% | 22 | +661,778 | 185.3% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 997,842 | 15,426 | 0.02% | 0.04% | 23 | -1,187,847 | -54.35% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,047,724 | 15,118 | 0.0% | 0.0% | 24 | +871,490 | 494.51% | Q1 2026 | May 13, 2026 |
| FOURSIXTHREE CAPITAL LP | History | Added to | 811,760 | 12,549 | 4.68% | 2.23% | 25 | +492,535 | 154.29% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 775,642 | 11,991 | 0.0% | 0.0% | 26 | +99,288 | 14.68% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 857,359 | 11,570 | 0.0% | 0.0% | 27 | -383,457 | -30.9% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 597,364 | 9,234 | 0.0% | 0.0% | 28 | +226,760 | 61.19% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 565,738 | 8,745 | 0.02% | 0.03% | 29 | -251,155 | -30.75% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 442,984 | 6,848 | 0.0% | — | 30 | +442,984 | New | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 453,467 | 6,327 | 0.01% | 0.05% | 31 | -1,230,340 | -73.07% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 382,522 | 5,913 | 0.02% | 0.02% | 32 | -64,534 | -14.44% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 367,776 | 5,685 | 0.0% | 0.0% | 33 | +5,959 | 1.65% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 314,700 | 5,664 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 545,183 | 5,560 | 0.01% | 0.01% | 35 | +78,057 | 16.71% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 349,885 | 5,322 | 0.0% | 0.0% | 36 | +12,297 | 3.64% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 326,899 | 5,053 | 0.01% | 0.01% | 37 | -31,444 | -8.77% | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 328,594 | 5,012 | 1.92% | 3.82% | 38 | -241,885 | -42.4% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 309,559 | 4,785 | 0.01% | 0.0% | 39 | +223,452 | 259.51% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 309,390 | 4,783 | 0.0% | 0.0% | 40 | -30,626 | -9.01% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 319,554 | 4,763 | 0.0% | — | 41 | +319,554 | New | Q1 2026 | May 08, 2026 |
| Simcoe Capital LLC | History | Added to | 321,256 | 4,094 | 3.76% | 1.78% | 42 | +160,261 | 99.54% | Q1 2026 | May 08, 2026 |
| JB CAPITAL PARTNERS LP | History | Added to | 269,532 | 3,853 | 0.66% | 0.77% | 43 | +837 | 0.31% | Q1 2026 | May 14, 2026 |
| CenterBook Partners LP | History | New | 230,843 | 3,568 | 0.19% | — | 44 | +230,843 | New | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 177,749 | 2,748 | 0.02% | 0.01% | 45 | +113,610 | 177.13% | Q1 2026 | Apr 14, 2026 |
| Jump Financial, LLC | History | New | 173,552 | 2,683 | 0.04% | — | 46 | +173,552 | New | Q1 2026 | May 14, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Added to | 160,000 | 2,473 | 0.32% | 0.06% | 47 | +130,000 | 433.33% | Q1 2026 | May 15, 2026 |
| Burkehill Global Management, LP | History | No change | 150,000 | 2,319 | 0.11% | 0.18% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 147,804 | 2,285 | 0.0% | 0.01% | 49 | -109,893 | -42.64% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 146,740 | 2,268 | 0.0% | 0.0% | 50 | +62,043 | 73.25% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 143,204 | 2,213 | 0.04% | 0.02% | 51 | +94,299 | 192.82% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 142,488 | 2,202 | 0.06% | 0.08% | 52 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 139,781 | 2,161 | 0.0% | 0.0% | 53 | +126,850 | 980.98% | Q1 2026 | May 15, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 80,000 | 2,012 | 0.65% | 0.59% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 126,394 | 1,954 | 0.0% | 0.0% | 55 | -16,042 | -11.26% | Q1 2026 | May 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 122,998 | 1,901 | 0.04% | 0.05% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | No change | 121,598 | 1,879 | 0.01% | 0.04% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 119,574 | 1,848 | 0.01% | 0.01% | 58 | +31,067 | 35.1% | Q1 2026 | May 14, 2026 |
| Marnell Management LLC | History | New | 117,665 | 1,819 | 0.63% | — | 59 | +117,665 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 108,724 | 1,680 | 0.0% | 0.0% | 60 | +8,114 | 8.06% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 153,551 | 1,661 | 0.0% | 0.0% | 61 | -72,921 | -32.2% | Q1 2026 | May 15, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Reduced | 102,180 | 1,579 | 0.04% | 0.04% | 62 | -26,120 | -20.36% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 99,627 | 1,540 | 0.0% | 0.0% | 63 | -11,306 | -10.19% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 122,273 | 1,532 | 0.0% | 0.0% | 64 | -114,637 | -48.39% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 96,796 | 1,434 | 0.01% | — | 65 | +96,796 | New | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 88,900 | 1,374 | 0.0% | 0.0% | 66 | -991 | -1.1% | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Reduced | 82,694 | 1,278 | 0.05% | 0.06% | 67 | -14,759 | -15.14% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 81,668 | 1,263 | 0.0% | 0.0% | 68 | +11,477 | 16.35% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 102,488 | 1,200 | 0.02% | 0.03% | 69 | -4,607 | -4.3% | Q1 2026 | Apr 13, 2026 |
| Swiss National Bank | History | No change | 76,100 | 1,176 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Diametric Capital, LP | History | New | 68,005 | 1,051 | 0.27% | — | 71 | +68,005 | New | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 67,201 | 1,038 | 0.01% | 0.01% | 72 | -9,107 | -11.93% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 64,704 | 1,000 | 0.0% | 0.0% | 73 | +7,264 | 12.65% | Q1 2026 | Apr 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 96,408 | 983 | 0.0% | 0.0% | 74 | -78,918 | -45.01% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 60,622 | 937 | 0.03% | 0.05% | 75 | -39,378 | -39.38% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 58,104 | 898 | 0.0% | 0.0% | 76 | +3,848 | 7.09% | Q1 2026 | May 12, 2026 |
| South Dakota Investment Council | History | Added to | 87,933 | 897 | 0.02% | 0.02% | 77 | +1,237 | 1.43% | Q1 2026 | May 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 53,735 | 829 | 0.0% | 0.0% | 78 | -1 | -0.0% | Q1 2026 | May 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 48,758 | 753 | 0.0% | 0.01% | 79 | -5,080 | -9.44% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 46,944 | 724 | 0.0% | 0.0% | 80 | +2,348 | 5.27% | Q1 2026 | May 12, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 44,370 | 685 | 0.3% | 0.28% | 81 | -11,324 | -20.33% | Q1 2026 | Apr 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 40,967 | 632 | 0.01% | — | 82 | +40,967 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 40,195 | 621 | 0.0% | 0.0% | 83 | -12,510 | -23.74% | Q1 2026 | May 14, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 60,489 | 616 | 0.22% | 0.23% | 84 | +6,253 | 11.53% | Q1 2026 | Apr 22, 2026 |
| AXQ CAPITAL, LP | History | New | 39,181 | 605 | 0.08% | — | 85 | +39,181 | New | Q1 2026 | May 13, 2026 |
| Bridgefront Capital, LLC | History | New | 37,855 | 585 | 0.15% | — | 86 | +37,855 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 32,291 | 581 | 0.0% | 0.0% | 87 | -2,630 | -7.53% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 55,379 | 564 | 0.0% | 0.0% | 89 | +23,447 | 73.43% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 36,539 | 564 | 0.0% | 0.0% | 88 | +3,829 | 11.71% | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | New | 36,315 | 561 | 0.01% | — | 90 | +36,315 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 35,866 | 554 | 0.0% | 0.0% | 91 | +10,983 | 44.14% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,866 | 554 | 0.0% | 0.0% | 92 | -308 | -0.85% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 34,763 | 537 | 0.0% | 0.01% | 93 | -35,529 | -50.54% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 40,314 | 537 | 0.0% | 0.0% | 94 | -7,417 | -15.54% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 31,767 | 492 | 0.0% | 0.0% | 95 | +9,589 | 43.24% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 27,265 | 421 | 0.0% | — | 96 | +27,265 | New | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 26,850 | 415 | 0.0% | 0.0% | 97 | +2,930 | 12.25% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 26,377 | 407 | 0.0% | 0.0% | 98 | -29,388 | -52.7% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 24,841 | 384 | 0.0% | 0.01% | 99 | -51,867 | -67.62% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 37,528 | 382 | 0.0% | 0.0% | 100 | +19,804 | 111.74% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 23,055 | 356 | 0.0% | 0.0% | 101 | +138 | 0.6% | Q1 2026 | Apr 15, 2026 |
| CoreCommodity Management, LLC | History | New | 22,878 | 353 | 0.07% | — | 102 | +22,878 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 22,732 | 351 | 0.0% | 0.0% | 103 | -407 | -1.76% | Q1 2026 | May 14, 2026 |
| Pingora Partners LLC | History | Added to | 28,542 | 336 | 0.2% | 0.2% | 104 | +4,751 | 19.97% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 21,637 | 334 | 0.16% | 0.18% | 105 | -788 | -3.51% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 20,839 | 322 | 0.01% | — | 106 | +20,839 | New | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Reduced | 20,668 | 320 | 0.0% | 0.0% | 107 | -5,235 | -20.21% | Q1 2026 | Apr 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 19,456 | 300 | 0.0% | 0.0% | 108 | +215 | 1.12% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 22,080 | 299 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 19,150 | 296 | 0.25% | 0.27% | 110 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 18,847 | 291 | 0.0% | 0.0% | 111 | +2,261 | 13.63% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 18,375 | 284 | 0.0% | 0.01% | 112 | -900 | -4.67% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,770 | 274 | 0.0% | 0.0% | 113 | +7,266 | 69.17% | Q1 2026 | Apr 27, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 23,287 | 273 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vanguard Global Advisers, LLC | History | New | 19,276 | 272 | 0.0% | — | 115 | +19,276 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,563 | 270 | 0.0% | 0.0% | 116 | +56 | 0.32% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,146 | 265 | 0.0% | 0.0% | 117 | +3,083 | 21.92% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,352 | 264 | 0.0% | 0.0% | 118 | +21,714 | 3403.45% | Q1 2026 | May 01, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 17,000 | 262 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | No change | 17,000 | 262 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 1492 Capital Management LLC | History | Added to | 15,686 | 242 | 0.09% | 0.08% | 121 | +3,869 | 32.74% | Q1 2026 | Apr 22, 2026 |
| Havemeyer Place LP | History | Added to | 15,631 | 241 | 0.03% | 0.03% | 122 | +6,697 | 74.96% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 14,988 | 231 | 0.0% | 0.0% | 123 | -6,900 | -31.52% | Q1 2026 | May 06, 2026 |
| Calamos Advisors LLC | History | No change | 15,000 | 231 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 14,898 | 230 | 0.02% | — | 125 | +14,898 | New | Q1 2026 | May 15, 2026 |
| DOVER ADVISORS, LLC | History | New | 14,713 | 227 | 0.09% | — | 127 | +14,713 | New | Q1 2026 | Apr 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,700 | 227 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 17,704 | 209 | 0.08% | 0.09% | 128 | +167 | 0.95% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 12,763 | 197 | 0.0% | — | 131 | +12,763 | New | Q1 2026 | Apr 27, 2026 |
| HSBC HOLDINGS PLC | History | New | 12,741 | 197 | 0.0% | — | 130 | +12,741 | New | Q1 2026 | Apr 30, 2026 |
| Byrne Asset Management LLC | History | Reduced | 19,410 | 197 | 0.12% | 0.18% | 129 | -7,690 | -28.38% | Q1 2026 | Apr 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 12,528 | 193 | 0.0% | 0.0% | 132 | +35 | 0.28% | Q1 2026 | May 08, 2026 |
| FAIRFIELD, BUSH & CO. | History | Added to | 12,131 | 187 | 0.1% | 0.11% | 133 | +600 | 5.2% | Q1 2026 | May 12, 2026 |
| Callan Family Office, LLC | History | No change | 12,119 | 187 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 12,072 | 186 | 0.0% | 0.0% | 135 | +992 | 8.95% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 11,537 | 178 | 0.0% | 0.0% | 136 | +1,988 | 20.82% | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,493 | 177 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 11,434 | 176 | 0.0% | 0.0% | 138 | -1,302 | -10.22% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 10,592 | 163 | 0.0% | 0.0% | 139 | -287 | -2.64% | Q1 2026 | May 01, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 10,510 | 162 | 0.01% | 0.01% | 140 | -1,835 | -14.86% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group | History | Added to | 14,788 | 150 | 0.01% | 0.01% | 141 | +203 | 1.39% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,589 | 148 | 0.0% | — | 142 | +9,589 | New | Q1 2026 | May 08, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 10,000 | 147 | 0.03% | 0.05% | 143 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legal & General Group Plc | History | Reduced | 9,219 | 142 | 0.0% | 0.0% | 144 | -4,478 | -32.69% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | New | 10,000 | 138 | 0.0% | — | 145 | +10,000 | New | Q1 2026 | Apr 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,942 | 137 | 0.0% | 0.0% | 146 | -31,076 | -77.66% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 8,113 | 125 | 0.0% | 0.0% | 147 | -238 | -2.85% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 7,073 | 123 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Reduced | 7,924 | 122 | 0.0% | 0.0% | 149 | -59,362 | -88.22% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,615 | 71 | 0.0% | 0.0% | 150 | -20 | -0.43% | Q1 2026 | May 14, 2026 |
| Oceanic Investment Management LTD | History | Reduced | 4,548 | 70 | 0.06% | 0.33% | 152 | -12,817 | -73.81% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 4,888 | 70 | 0.0% | 0.0% | 151 | -1,390 | -22.14% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,550 | 70 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,397 | 67 | 0.0% | 0.0% | 154 | +2,899 | 193.52% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,019 | 62 | 0.0% | 0.0% | 155 | +100 | 2.55% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,365 | 52 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | No change | 3,000 | 46 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 2,975 | 45 | 0.01% | 0.01% | 158 | -25 | -0.83% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 2,876 | 44 | 0.0% | — | 159 | +2,876 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,184 | 33 | 0.0% | 0.0% | 160 | +1,993 | 1043.46% | Q1 2026 | Apr 27, 2026 |
| MCF Advisors LLC | History | Added to | 2,085 | 32 | 0.0% | — | 162 | +2,040 | 4533.33% | Q1 2026 | May 11, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 2,100 | 32 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Costello Asset Management, INC | History | No change | 2,080 | 31 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Avalon Trust Co | History | Added to | 1,818 | 26 | 0.0% | 0.0% | 165 | +5 | 0.28% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,450 | 26 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Alpine Global Management, LLC | History | New | 250 | 24 | 0.0% | — | 166 | +250 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 1,381 | 21 | 0.0% | 0.0% | 168 | +343 | 33.04% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,451 | 21 | 0.0% | 0.0% | 167 | +4 | 0.28% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,224 | 18 | 0.0% | 0.0% | 169 | -219 | -15.18% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 1,095 | 16 | 0.0% | 0.0% | 170 | +745 | 212.86% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Added to | 1,064 | 16 | 0.0% | 0.0% | 171 | +41 | 4.01% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,176 | 16 | 0.0% | 0.0% | 172 | +31 | 2.71% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 974 | 15 | 0.0% | 0.0% | 173 | -42,783 | -97.77% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,000 | 14 | 0.0% | — | 175 | +1,000 | New | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,037 | 14 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 786 | 12 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 642 | 11 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 829 | 10 | 0.0% | 0.0% | 178 | +218 | 35.68% | Q1 2026 | Apr 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 600 | 9 | 0.0% | — | 179 | +600 | New | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 622 | 8 | 0.0% | 0.0% | 180 | -1,999 | -76.27% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 520 | 8 | 0.0% | 0.0% | 182 | -19 | -3.53% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | No change | 549 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 500 | 7 | 0.0% | — | 186 | +500 | New | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 500 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Center for Financial Planning, Inc. | History | No change | 514 | 7 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 500 | 7 | 0.0% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 410 | 6 | 0.0% | 0.0% | 189 | +185 | 82.22% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 372 | 6 | 0.0% | 0.0% | 187 | +107 | 40.38% | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | Added to | 637 | 6 | 0.0% | 0.0% | 188 | +8 | 1.27% | Q1 2026 | Apr 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 406 | 6 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 360 | 5 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bangor Savings Bank | History | New | 293 | 4 | 0.0% | — | 194 | +293 | New | Q1 2026 | Apr 01, 2026 |
| IFP Advisors, Inc | History | New | 266 | 4 | 0.0% | — | 195 | +266 | New | Q1 2026 | Apr 13, 2026 |
| Sterling Capital Management LLC | History | No change | 271 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 200 | 3 | 0.0% | 0.0% | 198 | +54 | 36.99% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 199 | 3 | 0.0% | 0.0% | 197 | -40 | -16.74% | Q1 2026 | Apr 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 203 | 3 | 0.0% | 0.0% | 196 | -6 | -2.87% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 250 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 218 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CITY HOLDING CO | History | New | 142 | 2 | 0.0% | — | 203 | +142 | New | Q1 2026 | Apr 15, 2026 |
| SWAN Capital LLC | History | Added to | 170 | 2 | 0.0% | 0.0% | 202 | +40 | 30.77% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | No change | 166 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 120 | 1 | 0.0% | — | 211 | +120 | New | Q1 2026 | May 19, 2026 |
| Chung Wu Investment Group, LLC | History | New | 100 | 1 | 0.0% | — | 213 | +100 | New | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | New | 75 | 1 | 0.0% | — | 212 | +75 | New | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 73 | 1 | 0.0% | 0.0% | 204 | +17 | 30.36% | Q1 2026 | May 07, 2026 |
| HM PAYSON & CO | History | No change | 75 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 82 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.15% | — | -2,640,559 | -100.0% | Q1 2026 | May 15, 2026 |
| PointState Capital LP | History | Closed out | 0 | 0 | — | 0.26% | — | -999,187 | -100.0% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -561,718 | -100.0% | Q1 2026 | May 15, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -200,000 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -146,608 | -100.0% | Q1 2026 | May 15, 2026 |
| Potrero Capital Research LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -114,176 | -100.0% | Q1 2026 | May 15, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -101,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -92,412 | -100.0% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.41% | — | -58,203 | -100.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -47,670 | -100.0% | Q1 2026 | May 12, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -40,105 | -100.0% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -40,097 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,720 | -100.0% | Q1 2026 | May 04, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.22% | — | -30,569 | -100.0% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -30,000 | -100.0% | Q1 2026 | May 13, 2026 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -29,637 | -100.0% | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -24,052 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -22,178 | -100.0% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -18,866 | -100.0% | Q1 2026 | May 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -17,037 | -100.0% | Q1 2026 | May 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -14,753 | -100.0% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,332 | -100.0% | Q1 2026 | Apr 01, 2026 |
| MorganRosel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,014 | -100.0% | Q1 2026 | May 06, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,311 | -100.0% | Q1 2026 | May 15, 2026 |
| Yaupon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,173 | -100.0% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,700 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,618 | -100.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,009 | -100.0% | Q1 2026 | May 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,303 | -100.0% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | Reduced | 38 | 0 | — | 0.0% | — | -89 | -70.08% | Q1 2026 | May 11, 2026 |
| Clarity Asset Management, Inc. | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | Apr 13, 2026 |
| Evergreen Advisors, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 40 | 0 | — | — | — | +5 | 14.29% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 27, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 60 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 61 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MTM Investment Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |