MIZUHO FINANCIAL GROUP INC - MFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 59,783,815 | 474,683 | 0.03% | 0.03% | 1 | +699,315 | 1.18% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 23,630,900 | 187,629 | 0.01% | 0.01% | 2 | +1,287,242 | 5.76% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 16,426,693 | 130,428 | 0.18% | 0.17% | 3 | -134,198 | -0.81% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,710,825 | 124,743 | 0.01% | 0.01% | 4 | -567,829 | -3.49% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 15,452,635 | 122,693 | 0.01% | 0.01% | 5 | -224,167 | -1.43% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,385,842 | 117,394 | 0.06% | 0.0% | 6 | +15,369,856 | 96145.73% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 13,216,506 | 104,939 | 0.0% | 0.0% | 7 | +1,217,576 | 10.15% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 10,577,765 | 83,987 | 0.01% | 0.01% | 8 | +196,276 | 1.89% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 8,500,854 | 67,571 | 0.09% | — | 9 | +8,500,854 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8,174,986 | 59,840 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,421,544 | 43,047 | 0.02% | 0.02% | 11 | +1,046,421 | 23.92% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,906,954 | 23,081 | 0.04% | 0.03% | 12 | +1,076,717 | 58.83% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,906,588 | 23,045 | 0.01% | 0.01% | 13 | -308,748 | -9.6% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,851,067 | 22,637 | 0.04% | 0.13% | 14 | -7,656,003 | -72.87% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,715,075 | 21,557 | 0.0% | 0.0% | 15 | +2,548,972 | 1534.57% | Q1 2026 | May 12, 2026 |
| TORONTO DOMINION BANK | History | New | 2,525,000 | 20,048 | 0.03% | — | 16 | +2,525,000 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,220,583 | 17,631 | 0.03% | 0.03% | 17 | -476,720 | -17.67% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,145,668 | 17,036 | 0.0% | 0.0% | 18 | +338,013 | 18.7% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,021,060 | 15,420 | 0.0% | 0.0% | 19 | +621,266 | 44.38% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,918,627 | 15,233 | 0.01% | 0.01% | 20 | +479,603 | 33.33% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,698,143 | 13,483 | 0.01% | 0.01% | 21 | +201,380 | 13.45% | Q1 2026 | May 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,609,169 | 13,362 | 0.0% | 0.0% | 22 | +60,611 | 3.91% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,578,681 | 12,534 | 0.01% | — | 23 | +1,578,681 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,425,313 | 11,316 | 0.0% | 0.0% | 24 | +1,387,556 | 3674.96% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,335,903 | 10,607 | 0.0% | 0.0% | 25 | -335,172 | -20.06% | Q1 2026 | May 04, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 1,267,938 | 10,109 | 1.22% | 1.09% | 26 | +143,662 | 12.78% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 1,133,618 | 9,000 | 0.0% | 0.0% | 27 | +872,889 | 334.79% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,118,677 | 8,882 | 0.0% | 0.0% | 28 | -1,009,532 | -47.44% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 1,065,054 | 8,451 | 0.01% | 0.01% | 29 | +76,400 | 7.73% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 971,275 | 7,711 | 0.03% | 0.03% | 30 | +36,065 | 3.86% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 923,327 | 7,331 | 0.04% | 0.03% | 31 | +119,059 | 14.8% | Q1 2026 | May 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 919,208 | 7,013 | 0.02% | — | 32 | +919,208 | New | Q1 2026 | May 07, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 826,552 | 6,562 | 1.19% | 0.66% | 33 | +403,508 | 95.38% | Q1 2026 | May 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 823,173 | 6,535 | 1.47% | 1.2% | 34 | +2,203 | 0.27% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 806,017 | 6,399 | 0.01% | 0.01% | 35 | -81,108 | -9.14% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 789,795 | 6,270 | 0.01% | 0.01% | 36 | +20,409 | 2.65% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 764,295 | 6,068 | 0.0% | 0.0% | 37 | -746,008 | -49.39% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 742,415 | 5,894 | 0.0% | 0.0% | 38 | -52,691 | -6.63% | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 669,506 | 5,315 | 0.05% | 0.05% | 39 | +111,660 | 20.02% | Q1 2026 | Apr 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 650,548 | 5,165 | 0.08% | 0.06% | 40 | +42,549 | 7.0% | Q1 2026 | May 11, 2026 |
| Massar Capital Management, LP | History | No change | 650,000 | 5,161 | 0.55% | 0.51% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 630,955 | 5,009 | 0.05% | 0.05% | 42 | -93,305 | -12.88% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 602,229 | 4,781 | 0.0% | 0.0% | 43 | +16,095 | 2.75% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 599,004 | 4,756 | 0.14% | 0.13% | 44 | +10,955 | 1.86% | Q1 2026 | May 13, 2026 |
| ALLIANZ SE | History | Added to | 595,000 | 4,724 | 0.05% | 0.06% | 45 | +5,000 | 0.85% | Q1 2026 | May 11, 2026 |
| Gradient Investments LLC | History | New | 560,535 | 4,450 | 0.07% | — | 46 | +560,535 | New | Q1 2026 | Apr 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 469,492 | 3,727 | 0.08% | 0.08% | 47 | -22,296 | -4.53% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 455,621 | 3,617 | 0.0% | 0.0% | 48 | +330,284 | 263.52% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 438,090 | 3,478 | 0.03% | 0.03% | 49 | +29,318 | 7.17% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 430,178 | 3,415 | 0.0% | 0.0% | 50 | +10,231 | 2.44% | Q1 2026 | May 11, 2026 |
| Ethic Inc. | History | Added to | 425,288 | 3,376 | 0.05% | 0.04% | 51 | +38,945 | 10.08% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 413,858 | 3,286 | 0.0% | 0.0% | 52 | -334,017 | -44.66% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 413,029 | 3,279 | 0.0% | 0.0% | 53 | -9,521 | -2.25% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 397,106 | 3,153 | 0.0% | 0.0% | 54 | +59,340 | 17.57% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 386,230 | 3,066 | 0.0% | 0.0% | 55 | +65,744 | 20.51% | Q1 2026 | May 08, 2026 |
| Altman Advisors, Inc. | History | Reduced | 379,398 | 3,012 | 1.25% | 1.17% | 56 | -46,337 | -10.88% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 378,573 | 3,005 | 0.0% | 0.0% | 57 | -15,096 | -3.83% | Q1 2026 | May 05, 2026 |
| XY Capital Ltd | History | New | 365,039 | 2,898 | 2.87% | — | 58 | +365,039 | New | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 343,334 | 2,726 | 0.02% | 0.03% | 59 | -165,523 | -32.53% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 334,571 | 2,656 | 0.01% | 0.01% | 60 | -6,400 | -1.88% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 310,280 | 2,463 | 0.0% | 0.0% | 61 | -447 | -0.14% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 303,778 | 2,412 | 0.0% | 0.0% | 62 | +118,129 | 63.63% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 303,238 | 2,407 | 0.01% | 0.0% | 63 | +79,160 | 35.33% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 299,897 | 2,381 | 0.05% | 0.05% | 64 | -684 | -0.23% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 294,055 | 2,334 | 0.0% | 0.0% | 65 | +27,413 | 10.28% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 290,027 | 2,302 | 0.0% | 0.0% | 66 | +243,633 | 525.14% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 303,538 | 2,221 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fisher Asset Management, LLC | History | Added to | 279,704 | 2,220 | 0.0% | 0.0% | 68 | +995 | 0.36% | Q1 2026 | May 05, 2026 |
| Voleon Capital Management LP | History | Reduced | 279,566 | 2,219 | 0.05% | 0.08% | 69 | -242,991 | -46.5% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | New | 273,441 | 2,171 | 0.02% | — | 70 | +273,441 | New | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 272,110 | 2,160 | 0.03% | 0.03% | 71 | +12,573 | 4.84% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 270,760 | 2,149 | 0.0% | 0.0% | 72 | +43,139 | 18.95% | Q1 2026 | May 08, 2026 |
| Naviter Wealth, LLC | History | Added to | 269,268 | 2,137 | 0.27% | 0.25% | 73 | +7,797 | 2.98% | Q1 2026 | Apr 10, 2026 |
| Neuberger Berman Group LLC | History | Added to | 264,163 | 2,097 | 0.0% | 0.0% | 74 | +66,919 | 33.93% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 262,958 | 2,087 | 0.0% | 0.0% | 75 | +108,479 | 70.22% | Q1 2026 | May 14, 2026 |
| Alphadyne Asset Management LP | History | New | 260,000 | 2,064 | 0.04% | — | 76 | +260,000 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 255,384 | 2,027 | 0.0% | 0.0% | 77 | +6,975 | 2.81% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 226,552 | 1,798 | 0.01% | 0.0% | 78 | +184,271 | 435.82% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | New | 222,677 | 1,768 | 0.02% | — | 79 | +222,677 | New | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 217,462 | 1,726 | 0.09% | 0.09% | 80 | +12,079 | 5.88% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 214,449 | 1,702 | 0.05% | 0.04% | 81 | +15,789 | 7.95% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 213,069 | 1,650 | 0.0% | 0.0% | 82 | +26,622 | 14.28% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 207,289 | 1,645 | 0.0% | 0.01% | 83 | -78,260 | -27.41% | Q1 2026 | May 04, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 206,688 | 1,641 | 0.05% | 0.05% | 84 | -35,543 | -14.67% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 205,742 | 1,633 | 0.0% | 0.0% | 85 | +9,382 | 4.78% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 205,511 | 1,631 | 0.01% | 0.01% | 86 | +44,587 | 27.71% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 200,784 | 1,594 | 0.0% | 0.0% | 87 | +33,397 | 19.95% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 200,203 | 1,589 | 0.39% | 0.36% | 88 | -1,021 | -0.51% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 197,117 | 1,565 | 0.03% | 0.03% | 89 | +26,847 | 15.77% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 196,540 | 1,560 | 0.0% | 0.0% | 90 | -44,671 | -18.52% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 189,547 | 1,521 | 0.0% | 0.0% | 91 | +39,522 | 26.34% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 172,163 | 1,366 | 0.04% | 0.03% | 92 | +79,374 | 85.54% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 169,333 | 1,344 | 0.0% | 0.0% | 93 | +3,397 | 2.05% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 165,640 | 1,315 | 0.0% | 0.0% | 94 | -50,790 | -23.47% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 161,816 | 1,313 | 0.0% | 0.0% | 95 | +23,143 | 16.69% | Q1 2026 | May 05, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 162,923 | 1,293 | 0.07% | 0.05% | 96 | +28,959 | 21.62% | Q1 2026 | Apr 21, 2026 |
| Ballentine Partners, LLC | History | Added to | 155,690 | 1,236 | 0.02% | 0.01% | 97 | +16,812 | 12.11% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Reduced | 149,483 | 1,186 | 0.03% | 0.02% | 98 | -2,242 | -1.48% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 148,710 | 1,180 | 0.01% | 0.01% | 99 | +10,808 | 7.84% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 146,996 | 1,167 | 0.02% | 0.0% | 100 | +133,369 | 978.71% | Q1 2026 | May 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | New | 139,000 | 1,104 | 0.02% | — | 101 | +139,000 | New | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 134,795 | 1,070 | 0.0% | 0.0% | 102 | +80,971 | 150.44% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 139,392 | 1,063 | 0.04% | 0.03% | 104 | +17,024 | 13.91% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 133,970 | 1,063 | 0.01% | 0.01% | 103 | -10,467 | -7.25% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 131,172 | 1,042 | 0.0% | 0.0% | 105 | -361,270 | -73.36% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 126,138 | 1,001 | 0.02% | 0.02% | 106 | +12,502 | 11.0% | Q1 2026 | Apr 20, 2026 |
| Themes Management Co LLC | History | Reduced | 123,420 | 979 | 0.6% | 0.7% | 107 | -5,015 | -3.9% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 121,406 | 964 | 0.01% | 0.01% | 108 | -4,959 | -3.92% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 119,608 | 949 | 0.0% | 0.0% | 109 | +44,724 | 59.72% | Q1 2026 | May 14, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 118,441 | 940 | 0.15% | 0.11% | 110 | +23,714 | 25.03% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 114,970 | 912 | 0.0% | 0.0% | 111 | -624,389 | -84.45% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 112,152 | 890 | 0.0% | 0.0% | 112 | +26,170 | 30.44% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 109,647 | 870 | 0.04% | 0.03% | 113 | +14,180 | 14.85% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | New | 106,319 | 844 | 0.0% | — | 114 | +106,319 | New | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 105,828 | 840 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 98,375 | 781 | 0.0% | 0.0% | 116 | -11,952 | -10.83% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 96,185 | 763 | 0.01% | 0.01% | 117 | -4,207 | -4.19% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 94,379 | 749 | 0.01% | 0.01% | 118 | +29,830 | 46.21% | Q1 2026 | May 05, 2026 |
| Gallacher Capital Management LLC | History | Added to | 91,895 | 729 | 0.28% | 0.26% | 119 | +574 | 0.63% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 91,079 | 723 | 0.0% | — | 120 | +91,079 | New | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 90,893 | 721 | 0.04% | 0.03% | 121 | +1,241 | 1.38% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 86,037 | 683 | 0.03% | 0.03% | 122 | +6,568 | 8.26% | Q1 2026 | Apr 06, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 85,698 | 680 | 0.03% | 0.02% | 123 | +33,372 | 63.78% | Q1 2026 | Apr 21, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 84,299 | 669 | 0.02% | 0.02% | 124 | -2,915 | -3.34% | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 83,790 | 665 | 0.13% | 0.13% | 125 | -4,149 | -4.72% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | New | 81,374 | 646 | 0.03% | — | 126 | +81,374 | New | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 80,061 | 635 | 0.0% | 0.0% | 127 | +5,830 | 7.85% | Q1 2026 | May 26, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 79,775 | 633 | 0.07% | 0.06% | 128 | -2,383 | -2.9% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 79,155 | 628 | 0.02% | 0.01% | 129 | +19,343 | 32.34% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Reduced | 77,590 | 616 | 0.04% | 0.04% | 130 | -1,055 | -1.34% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 77,177 | 612 | 0.0% | 0.01% | 131 | -61,966 | -44.53% | Q1 2026 | May 05, 2026 |
| BAILARD, INC. | History | Reduced | 77,042 | 611 | 0.01% | 0.02% | 132 | -23,661 | -23.5% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 74,827 | 594 | 0.0% | 0.0% | 133 | +8,153 | 12.23% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 74,360 | 590 | 0.0% | 0.0% | 134 | +3,235 | 4.55% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 72,892 | 578 | 0.06% | 0.06% | 135 | +7,609 | 11.66% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 72,173 | 573 | 0.01% | 0.01% | 136 | +22,168 | 44.33% | Q1 2026 | May 01, 2026 |
| AXQ CAPITAL, LP | History | New | 71,345 | 566 | 0.07% | — | 137 | +71,345 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 70,412 | 559 | 0.01% | 0.01% | 139 | +6,290 | 9.81% | Q1 2026 | Jun 02, 2026 |
| GREENLEAF TRUST | History | Added to | 70,513 | 559 | 0.01% | 0.0% | 138 | +1,368 | 1.98% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 69,816 | 554 | 0.0% | 0.0% | 140 | +1,389 | 2.03% | Q1 2026 | May 07, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 66,560 | 549 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ABC ARBITRAGE SA | History | New | 67,361 | 534 | 0.07% | — | 142 | +67,361 | New | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 66,388 | 527 | 0.06% | 0.05% | 143 | +14,556 | 28.08% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 65,620 | 521 | 0.01% | 0.01% | 144 | +7,414 | 12.74% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 61,221 | 513 | 0.0% | 0.0% | 145 | +1,324 | 2.21% | Q1 2026 | Apr 07, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 63,824 | 506 | 0.03% | 0.02% | 146 | +699 | 1.11% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Added to | 63,555 | 504 | 0.0% | 0.0% | 147 | +10,248 | 19.22% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 63,267 | 502 | 0.0% | 0.0% | 148 | +3,328 | 5.55% | Q1 2026 | Apr 24, 2026 |
| Abel Hall, LLC | History | Added to | 63,045 | 500 | 0.11% | 0.11% | 149 | +1,257 | 2.03% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 62,222 | 494 | 0.0% | 0.0% | 150 | +30,381 | 95.41% | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 61,132 | 485 | 0.01% | 0.01% | 151 | -4,726 | -7.18% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 58,403 | 463 | 0.02% | 0.02% | 152 | +851 | 1.48% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 56,556 | 461 | 0.0% | 0.0% | 153 | -24,728 | -30.42% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 57,691 | 458 | 0.0% | 0.0% | 154 | +32,255 | 126.81% | Q1 2026 | May 15, 2026 |
| West Family Investments, Inc. | History | Reduced | 55,655 | 441 | 0.15% | 0.17% | 155 | -43,248 | -43.73% | Q1 2026 | May 07, 2026 |
| Ellevest, Inc. | History | Added to | 51,433 | 408 | 0.06% | 0.03% | 156 | +25,992 | 102.17% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 50,767 | 403 | 0.04% | 0.04% | 157 | -391 | -0.76% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Added to | 50,580 | 401 | 0.09% | 0.08% | 158 | +17 | 0.03% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 50,428 | 400 | 0.0% | 0.0% | 159 | +2,682 | 5.62% | Q1 2026 | Apr 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 50,193 | 398 | 0.01% | — | 160 | +50,193 | New | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 50,000 | 397 | 0.17% | — | 161 | +50,000 | New | Q1 2026 | Apr 15, 2026 |
| Five Oceans Advisors | History | No change | 49,492 | 392 | 0.14% | 0.13% | 162 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 49,358 | 391 | 0.02% | 0.02% | 163 | +6,103 | 14.11% | Q1 2026 | Apr 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 48,841 | 387 | 0.01% | 0.01% | 164 | +4,325 | 9.72% | Q1 2026 | May 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 47,271 | 375 | 0.07% | 0.06% | 165 | +1,734 | 3.81% | Q1 2026 | Apr 28, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 42,051 | 373 | 0.02% | 0.02% | 166 | +695 | 1.68% | Q1 2026 | May 14, 2026 |
| SYM FINANCIAL Corp | History | Added to | 46,877 | 372 | 0.04% | 0.03% | 167 | +2,387 | 5.37% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Reduced | 46,209 | 367 | 0.0% | 0.0% | 168 | -5,710 | -11.0% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 46,117 | 366 | 0.01% | 0.01% | 169 | +2,221 | 5.06% | Q1 2026 | Apr 22, 2026 |
| Ariadne Wealth Management, LP | History | No change | 45,680 | 362 | 0.16% | 0.19% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 45,436 | 360 | 0.0% | 0.0% | 171 | -364 | -0.79% | Q1 2026 | May 08, 2026 |
| First Affirmative Financial Network | History | New | 44,098 | 350 | 0.14% | — | 172 | +44,098 | New | Q1 2026 | May 11, 2026 |
| Trust Point Inc. | History | Added to | 43,881 | 348 | 0.03% | 0.02% | 173 | +5,516 | 14.38% | Q1 2026 | Apr 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 43,778 | 347 | 0.03% | 0.03% | 174 | +2,513 | 6.09% | Q1 2026 | Apr 24, 2026 |
| EntryPoint Capital, LLC | History | Added to | 43,481 | 345 | 0.1% | 0.09% | 175 | +10,803 | 33.06% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 43,355 | 344 | 0.0% | 0.0% | 176 | -8,543 | -16.46% | Q1 2026 | May 08, 2026 |
| BayBridge Capital Group, LLC | History | No change | 46,339 | 339 | 0.21% | 0.21% | 177 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| XPONANCE LLC | History | Added to | 41,858 | 332 | 0.0% | 0.0% | 178 | +4,760 | 12.83% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 41,487 | 329 | 0.0% | 0.0% | 179 | +5,236 | 14.44% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 40,792 | 323 | 0.0% | 0.0% | 180 | +12,257 | 42.95% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 40,480 | 321 | 0.0% | 0.0% | 181 | +13,204 | 48.41% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 40,402 | 320 | 0.01% | 0.01% | 182 | +5,521 | 15.83% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 39,347 | 312 | 0.0% | 0.0% | 183 | -58,278 | -59.7% | Q1 2026 | May 05, 2026 |
| Syverson Strege & Co | History | Reduced | 39,235 | 311 | 0.07% | 0.07% | 184 | -1,693 | -4.14% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 39,121 | 310 | 0.02% | 0.02% | 185 | +1,783 | 4.78% | Q1 2026 | May 11, 2026 |
| Centiva Capital, LP | History | Reduced | 38,040 | 302 | 0.0% | 0.0% | 186 | -36,720 | -49.12% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 37,984 | 301 | 0.01% | 0.0% | 187 | +9,031 | 31.19% | Q1 2026 | May 04, 2026 |
| Frec Markets, Inc. | History | Added to | 37,713 | 299 | 0.05% | 0.06% | 188 | +10,232 | 37.23% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 37,365 | 296 | 0.0% | 0.0% | 189 | +23,898 | 177.46% | Q1 2026 | Apr 20, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 36,953 | 293 | 0.04% | 0.07% | 190 | +653 | 1.8% | Q1 2026 | May 12, 2026 |
| Aviso Financial Inc. | History | Reduced | 36,870 | 292 | 0.01% | 0.02% | 191 | -50,926 | -58.0% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 36,475 | 289 | 0.0% | 0.0% | 192 | -2,309 | -5.95% | Q1 2026 | May 15, 2026 |
| EWA, LLC | History | Reduced | 35,946 | 285 | 0.06% | 0.07% | 193 | -735 | -2.0% | Q1 2026 | Apr 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 35,442 | 281 | 0.0% | 0.0% | 194 | +3,523 | 11.04% | Q1 2026 | Apr 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 35,402 | 281 | 0.02% | 0.02% | 195 | +1,290 | 3.78% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,881 | 276 | 0.0% | 0.0% | 196 | -111,651 | -76.2% | Q1 2026 | May 15, 2026 |
| Qtron Investments LLC | History | No change | 33,142 | 263 | 0.04% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 33,035 | 262 | 0.0% | 0.0% | 198 | +3,158 | 10.57% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 32,800 | 260 | 0.0% | 0.0% | 199 | +22,700 | 224.75% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 32,626 | 259 | 0.0% | 0.0% | 200 | +8,125 | 33.16% | Q1 2026 | May 05, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 32,639 | 259 | 0.08% | 0.07% | 201 | +1,371 | 4.38% | Q1 2026 | Apr 17, 2026 |
| Mattson Financial Services, LLC | History | New | 31,839 | 252 | 0.06% | — | 202 | +31,839 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,489 | 250 | 0.0% | 0.0% | 203 | +2,469 | 8.51% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 31,094 | 246 | 0.0% | 0.0% | 204 | -11,250 | -26.57% | Q1 2026 | Apr 29, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 30,695 | 243 | 0.01% | 0.01% | 205 | -21,485 | -41.17% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | New | 30,512 | 242 | 0.0% | — | 206 | +30,512 | New | Q1 2026 | May 06, 2026 |
| Cromwell Holdings LLC | History | No change | 30,429 | 241 | 0.14% | 0.12% | 207 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Brown Financial Advisors | History | New | 30,052 | 238 | 0.09% | — | 208 | +30,052 | New | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 26,540 | 233 | 0.01% | 0.01% | 209 | -1,464 | -5.23% | Q1 2026 | Apr 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 31,377 | 229 | 0.0% | — | 211 | +31,377 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,903 | 229 | 0.0% | 0.0% | 210 | +9,671 | 50.29% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 28,769 | 228 | 0.0% | 0.0% | 213 | +2,188 | 8.23% | Q1 2026 | May 18, 2026 |
| Baldwin Investment Management, LLC | History | No change | 28,800 | 228 | 0.03% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Reduced | 28,640 | 227 | 0.0% | 0.0% | 214 | -992 | -3.35% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 28,461 | 225 | 0.09% | 0.08% | 215 | -2,455 | -7.94% | Q1 2026 | Apr 20, 2026 |
| Calydon Capital | History | Added to | 27,753 | 220 | 0.04% | 0.03% | 216 | +1,210 | 4.56% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 27,668 | 219 | 0.0% | 0.0% | 217 | +7,528 | 37.38% | Q1 2026 | May 12, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | New | 27,398 | 217 | 0.13% | — | 219 | +27,398 | New | Q1 2026 | Apr 30, 2026 |
| Advisors Preferred, LLC | History | New | 27,364 | 217 | 0.03% | — | 218 | +27,364 | New | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 27,272 | 216 | 0.0% | 0.0% | 220 | +392 | 1.46% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 26,368 | 209 | 0.01% | 0.0% | 221 | +4,093 | 18.37% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 26,210 | 208 | 0.0% | — | 223 | +26,210 | New | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Reduced | 26,255 | 208 | 0.07% | 0.08% | 222 | -16,230 | -38.2% | Q1 2026 | May 01, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 26,000 | 206 | 0.0% | — | 224 | +26,000 | New | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 25,826 | 205 | 0.01% | 0.0% | 225 | +7,127 | 38.11% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | New | 25,800 | 204 | 0.01% | — | 226 | +25,800 | New | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Added to | 25,676 | 203 | 0.01% | 0.0% | 227 | +20,823 | 429.07% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 25,349 | 201 | 0.0% | 0.0% | 228 | -55 | -0.22% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 25,229 | 200 | 0.0% | 0.0% | 229 | +2,101 | 9.08% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 25,012 | 198 | 0.0% | 0.0% | 230 | +8,732 | 53.64% | Q1 2026 | May 14, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 24,730 | 196 | 0.05% | 0.04% | 231 | +3,864 | 18.52% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 24,583 | 195 | 0.0% | 0.0% | 232 | -3,056 | -11.06% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | New | 24,512 | 194 | 0.0% | — | 233 | +24,512 | New | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 22,149 | 191 | 0.02% | 0.01% | 234 | +6,059 | 37.66% | Q1 2026 | Apr 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 23,614 | 187 | 0.01% | — | 236 | +23,614 | New | Q1 2026 | May 06, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 23,632 | 187 | 0.01% | 0.01% | 235 | +6,919 | 41.4% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Reduced | 23,484 | 186 | 0.0% | 0.0% | 237 | -207,401 | -89.83% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 23,446 | 186 | 0.02% | 0.02% | 238 | -51 | -0.22% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,340 | 185 | 0.0% | 0.0% | 239 | +1,504 | 6.89% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | No change | 22,640 | 179 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | Reduced | 21,979 | 174 | 0.01% | 0.01% | 241 | -10,163 | -31.62% | Q1 2026 | May 29, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 21,284 | 168 | 0.03% | 0.03% | 242 | +133 | 0.63% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 20,967 | 163 | 0.0% | — | 243 | +20,967 | New | Q1 2026 | May 01, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 20,419 | 162 | 0.0% | 0.0% | 244 | +6,483 | 46.52% | Q1 2026 | May 05, 2026 |
| INGALLS & SNYDER LLC | History | No change | 20,000 | 159 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clarius Group, LLC | History | No change | 21,181 | 155 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hilltop National Bank | History | Added to | 18,726 | 148 | 0.04% | 0.03% | 247 | +1,138 | 6.47% | Q1 2026 | Apr 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,651 | 143 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,986 | 142 | 0.0% | 0.0% | 249 | -8,020 | -30.84% | Q1 2026 | May 13, 2026 |
| a16z Perennial Management, L.P. | History | Reduced | 17,819 | 141 | 0.01% | 0.02% | 251 | -10,779 | -37.69% | Q1 2026 | May 11, 2026 |
| Barry Investment Advisors, LLC | History | No change | 17,836 | 141 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | New | 17,200 | 136 | 0.03% | — | 252 | +17,200 | New | Q1 2026 | Apr 28, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 17,108 | 135 | 0.09% | 0.09% | 253 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 16,885 | 134 | 0.06% | 0.06% | 254 | +914 | 5.72% | Q1 2026 | Apr 29, 2026 |
| Sepio Capital, LP | History | Added to | 16,491 | 130 | 0.01% | 0.0% | 255 | +5,559 | 50.85% | Q1 2026 | May 13, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 15,402 | 129 | 0.01% | 0.01% | 256 | -3,870 | -20.08% | Q1 2026 | May 12, 2026 |
| 71 West Capital Partners | History | Added to | 16,261 | 129 | 0.01% | 0.0% | 257 | +2,514 | 18.29% | Q1 2026 | May 06, 2026 |
| Western Financial Corp/CA | History | Added to | 16,217 | 128 | 0.05% | 0.04% | 258 | +2,642 | 19.46% | Q1 2026 | Apr 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 16,000 | 127 | 0.0% | — | 260 | +16,000 | New | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Added to | 16,064 | 127 | 0.0% | 0.0% | 259 | +4,316 | 36.74% | Q1 2026 | May 14, 2026 |
| Canopy Partners, LLC | History | Added to | 15,892 | 126 | 0.04% | 0.04% | 261 | +702 | 4.62% | Q1 2026 | May 11, 2026 |
| Keebeck Wealth Management | History | New | 15,595 | 123 | 0.01% | — | 262 | +15,595 | New | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 15,308 | 121 | 0.01% | 0.05% | 263 | -104,388 | -87.21% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 14,433 | 121 | 0.0% | — | 264 | +14,433 | New | Q1 2026 | May 01, 2026 |
| LVW Advisors, LLC | History | New | 15,234 | 120 | 0.01% | — | 265 | +15,234 | New | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 15,012 | 119 | 0.0% | 0.0% | 266 | -2,552 | -14.53% | Q1 2026 | Jun 02, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 13,790 | 119 | 0.02% | 0.02% | 268 | -460 | -3.23% | Q1 2026 | May 11, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 15,028 | 119 | 0.09% | 0.02% | 267 | -88 | -0.58% | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 14,916 | 118 | 0.0% | 0.0% | 269 | -70,469 | -82.53% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | New | 14,892 | 118 | 0.0% | — | 270 | +14,892 | New | Q1 2026 | Apr 10, 2026 |
| Prospect Financial Group LLC | History | No change | 14,766 | 117 | 0.11% | 0.1% | 271 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Traveka Wealth, LLC | History | No change | 14,641 | 116 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 14,500 | 115 | 0.02% | 0.01% | 273 | +529 | 3.79% | Q1 2026 | Apr 13, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 14,175 | 112 | 0.0% | 0.0% | 275 | -3,632 | -20.4% | Q1 2026 | Apr 08, 2026 |
| Klingman & Associates, LLC | History | Added to | 14,137 | 112 | 0.01% | 0.0% | 274 | +1,341 | 10.48% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 14,016 | 111 | 0.0% | 0.0% | 276 | +2,798 | 24.94% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,986 | 111 | 0.0% | 0.0% | 278 | +868 | 6.62% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 14,071 | 111 | 0.0% | 0.0% | 277 | +158 | 1.14% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | Added to | 13,598 | 107 | 0.01% | 0.01% | 279 | +1,224 | 9.89% | Q1 2026 | May 13, 2026 |
| August Group Capital Ltd | History | Reduced | 13,454 | 106 | 0.12% | 0.11% | 280 | -23 | -0.17% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 13,285 | 105 | 0.01% | — | 281 | +13,285 | New | Q1 2026 | Apr 23, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 13,157 | 104 | 0.06% | 0.04% | 282 | +2,738 | 26.28% | Q1 2026 | May 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 13,020 | 103 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| XTX Topco Ltd | History | Reduced | 12,914 | 102 | 0.0% | 0.07% | 284 | -366,102 | -96.59% | Q1 2026 | May 15, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 12,743 | 101 | 0.09% | 0.07% | 285 | +700 | 5.81% | Q1 2026 | Apr 21, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 12,785 | 101 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 12,175 | 100 | 0.01% | — | 289 | +12,175 | New | Q1 2026 | Apr 22, 2026 |
| Squarepoint Ops LLC | History | Added to | 12,672 | 100 | 0.0% | 0.0% | 287 | +1,492 | 13.35% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | No change | 12,600 | 100 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 12,520 | 99 | 0.0% | 0.0% | 290 | -17,626 | -58.47% | Q1 2026 | May 13, 2026 |
| XXI WEALTH, LLC | History | New | 12,450 | 98 | 0.06% | — | 292 | +12,450 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,446 | 98 | 0.0% | 0.0% | 291 | +10,093 | 428.94% | Q1 2026 | May 08, 2026 |
| Stonebrook Private Inc. | History | New | 12,280 | 97 | 0.02% | — | 293 | +12,280 | New | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 12,215 | 96 | 0.0% | — | 294 | +12,215 | New | Q1 2026 | May 08, 2026 |
| Aspen Grove Capital, LLC | History | New | 12,141 | 96 | 0.02% | — | 295 | +12,141 | New | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | New | 12,008 | 95 | 0.0% | — | 297 | +12,008 | New | Q1 2026 | May 11, 2026 |
| Paladin Wealth, LLC | History | New | 11,973 | 95 | 0.07% | — | 298 | +11,973 | New | Q1 2026 | Apr 16, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,084 | 95 | 0.02% | 0.01% | 296 | +576 | 5.01% | Q1 2026 | Apr 21, 2026 |
| Sunpointe, LLC | History | No change | 11,932 | 94 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DGS Capital Management, LLC | History | New | 11,744 | 93 | 0.02% | — | 301 | +11,744 | New | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 11,813 | 93 | 0.0% | 0.0% | 300 | +7,289 | 161.12% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | New | 11,559 | 91 | 0.01% | — | 303 | +11,559 | New | Q1 2026 | Apr 30, 2026 |
| Private Advisory Group LLC | History | No change | 11,466 | 91 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | New | 11,333 | 89 | 0.0% | — | 304 | +11,333 | New | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,079 | 87 | 0.0% | 0.0% | 305 | -31,000 | -73.67% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 10,973 | 87 | 0.0% | — | 307 | +10,973 | New | Q1 2026 | Apr 07, 2026 |
| Newport Capital Group, LLC | History | Added to | 11,029 | 87 | 0.05% | 0.05% | 306 | +150 | 1.38% | Q1 2026 | May 11, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 10,670 | 84 | 0.04% | — | 309 | +10,670 | New | Q1 2026 | May 05, 2026 |
| SIERRA OCEAN, LLC | History | No change | 10,634 | 84 | 0.07% | 0.06% | 308 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Diversified Trust Co | History | New | 10,517 | 83 | 0.0% | — | 310 | +10,517 | New | Q1 2026 | Apr 16, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 10,491 | 83 | 0.03% | — | 312 | +10,491 | New | Q1 2026 | May 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 10,490 | 83 | 0.01% | — | 311 | +10,490 | New | Q1 2026 | May 14, 2026 |
| ACORN CREEK CAPITAL LLC | History | New | 10,453 | 82 | 0.03% | — | 314 | +10,453 | New | Q1 2026 | May 12, 2026 |
| Axiom Investment Management LLC | History | New | 10,344 | 82 | 0.06% | — | 313 | +10,344 | New | Q1 2026 | May 26, 2026 |
| Artemis Investment Management LLP | History | New | 10,286 | 81 | 0.0% | — | 317 | +10,286 | New | Q1 2026 | Apr 13, 2026 |
| Inscription Capital, LLC | History | Reduced | 10,293 | 81 | 0.01% | 0.01% | 316 | -1,351 | -11.6% | Q1 2026 | Apr 20, 2026 |
| Manchester Capital Management LLC | History | Reduced | 10,235 | 81 | 0.01% | 0.01% | 315 | -8 | -0.08% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Added to | 10,088 | 80 | 0.0% | 0.0% | 318 | +5,820 | 136.36% | Q1 2026 | May 11, 2026 |
| SVB WEALTH LLC | History | Reduced | 10,183 | 80 | 0.01% | 0.0% | 319 | -362 | -3.43% | Q1 2026 | Apr 17, 2026 |
| National Philanthropic Trust | History | No change | 10,110 | 80 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,577 | 76 | 0.0% | 0.0% | 321 | +1,338 | 16.24% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 9,531 | 75 | 0.0% | — | 323 | +9,531 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 9,395 | 75 | 0.0% | 0.0% | 322 | -416 | -4.24% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 7,781 | 61 | 0.0% | 0.01% | 324 | -22,389 | -74.21% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,605 | 60 | 0.0% | 0.0% | 325 | +1,007 | 15.26% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 7,535 | 59 | 0.0% | 0.0% | 326 | +1,721 | 29.6% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | New | 7,058 | 56 | 0.02% | — | 327 | +7,058 | New | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 6,728 | 53 | 0.01% | — | 328 | +6,728 | New | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Added to | 6,464 | 51 | 0.01% | 0.01% | 329 | +1,601 | 32.92% | Q1 2026 | Apr 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 5,010 | 39 | 0.03% | 0.03% | 331 | -1,097 | -17.96% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 4,874 | 39 | 0.0% | 0.0% | 330 | +113 | 2.37% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 4,784 | 37 | 0.0% | 0.0% | 332 | +1,786 | 59.57% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,560 | 36 | 0.0% | 0.0% | 333 | +230 | 5.31% | Q1 2026 | May 13, 2026 |
| V-Square Quantitative Management LLC | History | New | 4,315 | 34 | 0.0% | — | 334 | +4,315 | New | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,044 | 32 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Berbice Capital Management LLC | History | New | 4,000 | 31 | 0.02% | — | 336 | +4,000 | New | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 3,412 | 27 | 0.0% | 0.0% | 337 | +1,522 | 80.53% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,838 | 23 | 0.0% | 0.0% | 338 | +319 | 12.66% | Q1 2026 | Apr 27, 2026 |
| GW&K Investment Management, LLC | History | Added to | 2,752 | 22 | 0.0% | 0.0% | 339 | +973 | 54.69% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,852 | 22 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 2,547 | 20 | 0.0% | 0.0% | 341 | +446 | 21.23% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,495 | 19 | 0.0% | 0.0% | 342 | -618 | -19.85% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 2,518 | 19 | 0.0% | 0.0% | 343 | +363 | 16.84% | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,369 | 18 | 0.0% | 0.0% | 344 | -6,740 | -73.99% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,162 | 18 | 0.0% | 0.0% | 346 | +215 | 11.04% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,374 | 18 | 0.0% | 0.0% | 347 | +213 | 9.86% | Q1 2026 | Apr 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,350 | 18 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,187 | 18 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,212 | 17 | 0.0% | 0.0% | 349 | +468 | 26.83% | Q1 2026 | Apr 24, 2026 |
| FEDERATED HERMES, INC. | History | New | 2,107 | 16 | 0.0% | — | 350 | +2,107 | New | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,997 | 16 | 0.01% | — | 351 | +1,997 | New | Q1 2026 | Apr 02, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,874 | 15 | 0.0% | 0.0% | 353 | -1,078 | -36.52% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,891 | 15 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 1,831 | 14 | 0.0% | 0.07% | 354 | -193,332 | -99.06% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,789 | 14 | 0.0% | 0.0% | 355 | +202 | 12.73% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Added to | 1,837 | 14 | 0.0% | 0.0% | 356 | +71 | 4.02% | Q1 2026 | May 21, 2026 |
| Ancora Advisors LLC | History | Added to | 1,681 | 13 | 0.0% | 0.0% | 357 | +420 | 33.31% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Added to | 1,697 | 13 | 0.0% | 0.0% | 358 | +405 | 31.35% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1,525 | 12 | 0.0% | 0.04% | 360 | -20,151 | -92.96% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,628 | 12 | 0.0% | — | 361 | +1,628 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,601 | 12 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,378 | 10 | 0.0% | 0.0% | 364 | +569 | 70.33% | Q1 2026 | Apr 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,361 | 10 | 0.0% | 0.0% | 362 | +435 | 46.98% | Q1 2026 | Apr 30, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,326 | 10 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,144 | 9 | 0.01% | — | 366 | +1,144 | New | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,245 | 9 | 0.0% | 0.0% | 365 | +37 | 3.06% | Q1 2026 | May 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,015 | 8 | 0.0% | 0.0% | 367 | -3,234 | -76.11% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 1,051 | 8 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EFG International AG | History | New | 999 | 7 | 0.0% | — | 370 | +999 | New | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,000 | 7 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JPL Wealth Management, LLC | History | New | 787 | 6 | 0.0% | — | 374 | +787 | New | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 880 | 6 | 0.0% | 0.0% | 372 | -113 | -11.38% | Q1 2026 | Apr 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 795 | 6 | 0.0% | 0.0% | 371 | -3 | -0.38% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 912 | 6 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| American Capital Advisory, LLC | History | Added to | 736 | 5 | 0.0% | 0.0% | 378 | +558 | 313.48% | Q1 2026 | Apr 29, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 745 | 5 | 0.0% | 0.0% | 380 | +398 | 114.7% | Q1 2026 | Apr 07, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 669 | 5 | 0.0% | 0.0% | 377 | -388 | -36.71% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 655 | 5 | 0.0% | 0.0% | 375 | +52 | 8.62% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 755 | 5 | 0.0% | 0.0% | 376 | -10 | -1.31% | Q1 2026 | Apr 24, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 698 | 5 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 564 | 4 | 0.0% | 0.0% | 383 | +171 | 43.51% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 578 | 4 | 0.0% | 0.0% | 382 | +143 | 32.87% | Q1 2026 | May 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 604 | 4 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 496 | 3 | 0.0% | — | 391 | +496 | New | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 406 | 3 | 0.0% | 0.0% | 385 | -6 | -1.46% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 382 | 3 | 0.0% | 0.0% | 390 | +3 | 0.79% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | No change | 501 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Independence Bank of Kentucky | History | No change | 433 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | No change | 320 | 3 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ORG Partners LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nemes Rush Group LLC | History | No change | 403 | 3 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | New | 358 | 2 | 0.0% | — | 399 | +358 | New | Q1 2026 | Apr 13, 2026 |
| Richardson Capital Management LLC | History | New | 353 | 2 | 0.0% | — | 401 | +353 | New | Q1 2026 | May 12, 2026 |
| Burk Holdings LLC | History | New | 343 | 2 | 0.0% | — | 403 | +343 | New | Q1 2026 | May 07, 2026 |
| Bravera Wealth | History | Reduced | 363 | 2 | 0.0% | 0.0% | 398 | -326 | -47.31% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 311 | 2 | 0.0% | — | 400 | +311 | New | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | New | 253 | 2 | 0.0% | — | 402 | +253 | New | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 300 | 2 | 0.0% | — | 395 | +167 | 125.56% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | Added to | 347 | 2 | 0.0% | 0.0% | 393 | +118 | 51.53% | Q1 2026 | May 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 317 | 2 | 0.0% | 0.0% | 392 | -80 | -20.15% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | Added to | 313 | 2 | 0.0% | 0.0% | 397 | +75 | 31.51% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 259 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 316 | 2 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | Reduced | 215 | 1 | 0.0% | 0.0% | 407 | -262 | -54.93% | Q1 2026 | May 07, 2026 |
| Dogwood Wealth Management LLC | History | New | 221 | 1 | 0.0% | — | 412 | +221 | New | Q1 2026 | May 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 215 | 1 | 0.0% | — | 409 | +215 | New | Q1 2026 | Apr 20, 2026 |
| Bare Financial Services, Inc | History | New | 206 | 1 | 0.0% | — | 411 | +206 | New | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | New | 131 | 1 | 0.0% | — | 410 | +131 | New | Q1 2026 | Apr 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 242 | 1 | 0.0% | 0.0% | 408 | -119 | -32.96% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 212 | 1 | 0.0% | 0.0% | 404 | -11 | -4.93% | Q1 2026 | Apr 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 165 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | No change | 248 | 1 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,725,873 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -381,946 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -379,442 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -270,095 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -163,247 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117,173 | -100.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -91,073 | -100.0% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,715 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,707 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,629 | -100.0% | Q1 2026 | May 01, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,083 | -100.0% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,714 | -100.0% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,718 | -100.0% | Q1 2026 | May 07, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -22,502 | -100.0% | Q1 2026 | May 14, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,594 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,914 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,680 | -100.0% | Q1 2026 | May 14, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,665 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,599 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -14,344 | -100.0% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,141 | -100.0% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,080 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,743 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,158 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Brucke Financial, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -11,094 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 1.2% | — | -11,084 | -100.0% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,545 | -100.0% | Q1 2026 | May 12, 2026 |
| Marks Group Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -10,494 | -100.0% | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,309 | -100.0% | Q1 2026 | May 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,256 | -100.0% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,551 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,687 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,178 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,339 | -100.0% | Q1 2026 | May 06, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -1,075 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Piscataqua Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -611 | -100.0% | Q1 2026 | Apr 10, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -488 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q1 2026 | May 01, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q1 2026 | Apr 09, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 120 | 0 | — | — | — | +120 | New | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | Reduced | 96 | 0 | — | 0.0% | — | -116 | -54.72% | Q1 2026 | May 14, 2026 |
| Arlington Trust Co LLC | History | New | 88 | 0 | — | — | — | +88 | New | Q1 2026 | Apr 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | — | — | -71 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | New | 61 | 0 | — | — | — | +61 | New | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | May 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | Apr 13, 2026 |
| Stone House Investment Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | Apr 22, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Abound Wealth Management | History | Reduced | 95 | 0 | — | — | — | -13 | -12.04% | Q1 2026 | Apr 10, 2026 |
| GHP Investment Advisors, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD Capital Management LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| High Note Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |