MGE ENERGY INC - MGEE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 5,459,694 | 421,979 | 0.01% | 0.01% | 1 | -260,248 | -4.55% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,551,130 | 356,899 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,663,101 | 205,831 | 0.01% | — | 3 | +2,663,101 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 1,918,678 | 148,294 | 0.01% | 0.0% | 4 | +25,525 | 1.35% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,641,026 | 126,834 | 0.0% | — | 5 | +1,641,026 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 925,771 | 71,570 | 0.0% | 0.0% | 6 | +3,819 | 0.41% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 684,267 | 52,888 | 0.01% | 0.01% | 7 | -3,042 | -0.44% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 446,870 | 34,538 | 0.02% | 0.03% | 8 | -9,072 | -1.99% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 418,151 | 32,318 | 0.0% | 0.01% | 9 | -3,336 | -0.79% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 360,849 | 27,890 | 0.0% | 0.0% | 10 | +8,728 | 2.48% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 330,037 | 25,508 | 0.03% | 0.02% | 11 | +66,427 | 25.2% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 320,415 | 24,764 | 0.0% | 0.0% | 12 | +1,763 | 0.55% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 306,393 | 23,681 | 0.0% | 0.0% | 13 | -22,217 | -6.76% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 277,117 | 21,418 | 0.4% | — | 14 | +277,117 | New | Q1 2026 | Apr 24, 2026 |
| GABELLI FUNDS LLC | History | No change | 271,200 | 20,961 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 246,323 | 19,038 | 0.0% | — | 16 | +246,323 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 226,486 | 17,505 | 0.0% | 0.0% | 17 | +10,313 | 4.77% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 221,263 | 17,101 | 0.12% | 0.14% | 18 | -37,713 | -14.56% | Q1 2026 | May 15, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | Reduced | 189,547 | 14,650 | 3.34% | 3.32% | 19 | -6,049 | -3.09% | Q1 2026 | Apr 29, 2026 |
| Nuveen, LLC | History | Added to | 185,454 | 14,333 | 0.0% | 0.0% | 20 | +25,963 | 16.28% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 182,530 | 14,107 | 0.0% | 0.0% | 21 | -18,995 | -9.43% | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 178,194 | 13,772 | 0.01% | 0.01% | 22 | +3,710 | 2.13% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 169,646 | 13,111 | 0.01% | 0.0% | 23 | +103,441 | 156.24% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 169,074 | 13,067 | 0.01% | 0.01% | 24 | +85,290 | 101.8% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 159,622 | 12,337 | 0.02% | 0.02% | 25 | +54,511 | 51.86% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 134,357 | 10,384 | 0.01% | 0.03% | 26 | -587,992 | -81.4% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 130,768 | 10,107 | 0.03% | 0.03% | 27 | +4,331 | 3.43% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 122,768 | 9,488 | 0.01% | 0.01% | 28 | +13,610 | 12.47% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 116,213 | 8,982 | 0.0% | 0.0% | 29 | +7,124 | 6.53% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 99,834 | 7,716 | 0.0% | 0.0% | 30 | +33,384 | 50.24% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 85,637 | 6,618 | 0.01% | 0.01% | 31 | +1,397 | 1.66% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Added to | 83,383 | 6,444 | 0.01% | 0.01% | 32 | +929 | 1.13% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 80,249 | 6,202 | 0.0% | 0.0% | 33 | +57,933 | 259.6% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 80,070 | 6,188 | 0.01% | — | 34 | +80,070 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 79,327 | 6,131 | 0.01% | 0.01% | 35 | +4,690 | 6.28% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 74,605 | 5,766 | 0.03% | 0.03% | 36 | -141 | -0.19% | Q1 2026 | May 01, 2026 |
| Swiss National Bank | History | No change | 72,050 | 5,568 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 68,207 | 5,271 | 0.0% | 0.0% | 38 | -503 | -0.73% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 67,600 | 5,224 | 0.01% | 0.01% | 39 | +21,300 | 46.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 67,447 | 5,212 | 0.0% | 0.0% | 40 | -1,339 | -1.95% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 61,050 | 4,718 | 0.0% | 0.0% | 41 | -29,099 | -32.28% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 59,747 | 4,617 | 0.07% | 0.07% | 42 | +12,587 | 26.69% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 53,686 | 4,150 | 0.0% | 0.0% | 43 | +7,631 | 16.57% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 50,611 | 3,911 | 0.0% | 0.0% | 44 | -506 | -0.99% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 49,266 | 3,843 | 0.0% | 0.0% | 45 | -4,399 | -8.2% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 45,640 | 3,527 | 0.0% | 0.0% | 46 | +3,534 | 8.39% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 44,565 | 3,444 | 0.0% | 0.0% | 47 | +12,816 | 40.37% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 40,304 | 3,160 | 0.0% | 0.0% | 48 | -2,595 | -6.05% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 39,725 | 3,070 | 0.08% | 0.05% | 49 | +12,651 | 46.73% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Added to | 39,441 | 3,048 | 0.02% | 0.02% | 50 | +13,771 | 53.65% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,146 | 3,025 | 0.0% | 0.0% | 51 | -1,266 | -3.13% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 38,336 | 2,962 | 0.0% | 0.0% | 52 | -1,864 | -4.64% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 37,239 | 2,878 | 0.0% | 0.0% | 53 | +3,050 | 8.92% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 35,463 | 2,740 | 0.0% | 0.0% | 54 | +19,217 | 118.29% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 34,857 | 2,694 | 0.0% | 0.0% | 55 | -276 | -0.79% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 34,218 | 2,644 | 0.0% | 0.0% | 56 | +6,441 | 23.19% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 32,857 | 2,539 | 0.0% | 0.0% | 57 | +21,663 | 193.52% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 32,477 | 2,510 | 0.0% | 0.0% | 58 | +20,987 | 182.65% | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 32,368 | 2,501 | 0.0% | 0.0% | 59 | -28,409 | -46.74% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 32,291 | 2,495 | 0.0% | 0.0% | 60 | +28,117 | 673.62% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 32,253 | 2,492 | 0.0% | 0.0% | 61 | -222 | -0.68% | Q1 2026 | May 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 31,731 | 2,452 | 0.39% | 0.41% | 62 | +2,746 | 9.47% | Q1 2026 | Apr 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 30,152 | 2,331 | 0.0% | 0.0% | 63 | -1,008 | -3.23% | Q1 2026 | May 14, 2026 |
| Magellan Asset Management Ltd | History | Added to | 29,683 | 2,294 | 0.03% | 0.02% | 64 | +5,890 | 24.76% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,378 | 2,270 | 0.02% | 0.01% | 65 | +5,598 | 23.54% | Q1 2026 | Apr 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 29,126 | 2,251 | 0.0% | — | 66 | +29,126 | New | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Added to | 28,868 | 2,231 | 0.09% | 0.0% | 67 | +27,632 | 2235.6% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 28,188 | 2,178 | 0.02% | 0.01% | 68 | +13,784 | 95.7% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 28,084 | 2,170 | 0.01% | 0.01% | 69 | +1,832 | 6.98% | Q1 2026 | May 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 27,833 | 2,151 | 0.01% | — | 70 | +27,833 | New | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 27,593 | 2,132 | 0.02% | 0.01% | 71 | +3,545 | 14.74% | Q1 2026 | Apr 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 25,903 | 2,002 | 0.04% | — | 72 | +25,903 | New | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 24,391 | 1,885 | 0.0% | 0.0% | 73 | -718 | -2.86% | Q1 2026 | May 01, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 23,661 | 1,829 | 0.11% | 0.09% | 74 | +10,445 | 79.03% | Q1 2026 | May 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 22,600 | 1,746 | 0.0% | 0.0% | 75 | +218 | 0.97% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 22,543 | 1,742 | 0.0% | 0.0% | 76 | +14,557 | 182.28% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 21,552 | 1,665 | 0.02% | 0.02% | 77 | -3,325 | -13.37% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 21,399 | 1,653 | 0.0% | — | 78 | +21,399 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 20,425 | 1,578 | 0.0% | 0.0% | 79 | -753 | -3.56% | Q1 2026 | May 06, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 20,264 | 1,566 | 0.02% | 0.02% | 80 | -173 | -0.85% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 20,251 | 1,565 | 0.0% | 0.0% | 81 | +20,177 | 27266.22% | Q1 2026 | May 01, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,208 | 1,561 | 0.01% | 0.01% | 82 | -477 | -2.31% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 19,209 | 1,484 | 0.02% | 0.02% | 83 | -567 | -2.87% | Q1 2026 | Apr 20, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 18,302 | 1,468 | 0.08% | 0.05% | 84 | +7,925 | 76.37% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,441 | 1,348 | 0.0% | 0.0% | 85 | -9,157 | -34.43% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,311 | 1,337 | 0.0% | 0.0% | 86 | +141 | 0.82% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 16,971 | 1,311 | 0.0% | 0.0% | 87 | -8,855 | -34.29% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | New | 16,770 | 1,296 | 0.48% | — | 88 | +16,770 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 16,674 | 1,288 | 0.0% | 0.0% | 89 | -526 | -3.06% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,376 | 1,265 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,200 | 1,252 | 0.02% | 0.02% | 91 | -500 | -2.99% | Q1 2026 | Apr 20, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 16,009 | 1,237 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 15,894 | 1,228 | 0.01% | 0.01% | 93 | -3,989 | -20.06% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 15,675 | 1,211 | 0.0% | — | 94 | +15,675 | New | Q1 2026 | May 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 14,862 | 1,149 | 0.0% | 0.0% | 95 | +625 | 4.39% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,162 | 1,094 | 0.0% | — | 96 | +14,162 | New | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 14,066 | 1,087 | 0.32% | 0.1% | 97 | +6,648 | 89.62% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 13,833 | 1,069 | 0.09% | 0.1% | 98 | -13,505 | -49.4% | Q1 2026 | May 15, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 13,479 | 1,041 | 1.01% | 0.76% | 99 | +20 | 0.15% | Q1 2026 | Apr 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 13,241 | 1,023 | 0.0% | 0.01% | 100 | -646 | -4.65% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,508 | 966 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,496 | 965 | 0.0% | 0.0% | 102 | +1,872 | 17.62% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 12,279 | 949 | 0.03% | 0.04% | 103 | -1,000 | -7.53% | Q1 2026 | Apr 21, 2026 |
| KLCM Advisors, Inc. | History | No change | 12,225 | 944 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Reduced | 12,064 | 932 | 0.0% | 0.01% | 105 | -395 | -3.17% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 11,872 | 930 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 11,702 | 904 | 0.01% | 0.0% | 107 | +6,115 | 109.45% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 11,668 | 901 | 0.0% | 0.0% | 108 | +1,338 | 12.95% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 11,509 | 889 | 0.0% | — | 109 | +11,509 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,338 | 876 | 0.0% | 0.0% | 110 | -644 | -5.37% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,106 | 858 | 0.05% | 0.05% | 111 | +71 | 0.64% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | No change | 10,897 | 842 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,530 | 814 | 0.01% | 0.01% | 113 | -99 | -0.93% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,530 | 813 | 0.0% | 0.0% | 114 | -135 | -1.27% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 10,369 | 801 | 0.09% | 0.09% | 115 | -52 | -0.5% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 10,361 | 800 | 0.0% | 0.0% | 116 | +2,020 | 24.22% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,241 | 791 | 0.0% | 0.0% | 117 | -2,287 | -18.26% | Q1 2026 | May 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,213 | 789 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,149 | 784 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 10,038 | 775 | 0.0% | 0.0% | 120 | -188 | -1.84% | Q1 2026 | May 01, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,931 | 767 | 0.01% | — | 121 | +9,931 | New | Q1 2026 | May 15, 2026 |
| MBE Wealth Management, LLC | History | Added to | 9,905 | 765 | 0.32% | 0.32% | 122 | +14 | 0.14% | Q1 2026 | Apr 21, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 9,812 | 758 | 0.0% | — | 123 | +9,812 | New | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,749 | 753 | 0.01% | 0.01% | 124 | -143 | -1.45% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,737 | 752 | 0.0% | 0.0% | 125 | -127 | -1.29% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 9,420 | 728 | 0.0% | 0.01% | 126 | -8,543 | -47.56% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,154 | 707 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Reduced | 8,990 | 694 | 0.0% | 0.0% | 128 | -49,231 | -84.56% | Q1 2026 | May 14, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 8,982 | 694 | 0.25% | 0.26% | 129 | -253 | -2.74% | Q1 2026 | May 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 8,965 | 692 | 0.04% | — | 130 | +8,965 | New | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,904 | 688 | 0.01% | 0.01% | 131 | -6,759 | -43.15% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 8,633 | 667 | 0.0% | 0.0% | 132 | +923 | 11.97% | Q1 2026 | May 15, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 8,558 | 661 | 0.08% | 0.08% | 133 | +8 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Quadrature Capital Ltd | History | New | 8,528 | 659 | 0.01% | — | 134 | +8,528 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 8,361 | 646 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,294 | 641 | 0.0% | 0.0% | 136 | -4,472 | -35.03% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 8,049 | 622 | 0.01% | 0.02% | 137 | -5,078 | -38.68% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 7,799 | 611 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Engineers Gate Manager LP | History | Reduced | 7,782 | 601 | 0.01% | 0.01% | 139 | -8,126 | -51.08% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,521 | 581 | 0.0% | 0.0% | 140 | -1,179 | -13.55% | Q1 2026 | Apr 27, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 7,458 | 576 | 0.05% | 0.04% | 141 | +1,206 | 19.29% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 7,222 | 558 | 0.0% | 0.0% | 142 | -209 | -2.81% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 6,932 | 535 | 0.04% | — | 143 | +6,932 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,880 | 531 | 0.0% | 0.0% | 144 | -95 | -1.36% | Q1 2026 | May 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 6,836 | 528 | 0.07% | 0.07% | 145 | +44 | 0.65% | Q1 2026 | Apr 08, 2026 |
| NATIXIS | History | No change | 6,800 | 525 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Walleye Partners, LLC | History | Added to | 6,668 | 515 | 0.63% | 0.58% | 147 | +42 | 0.63% | Q1 2026 | Apr 23, 2026 |
| Inspire Investing, LLC | History | Added to | 6,648 | 513 | 0.04% | 0.04% | 148 | +695 | 11.67% | Q1 2026 | Apr 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,637 | 512 | 0.0% | 0.0% | 149 | -99 | -1.47% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,438 | 507 | 0.0% | 0.0% | 150 | -3,690 | -36.43% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Reduced | 6,428 | 496 | 0.0% | 0.0% | 151 | -216 | -3.25% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 6,361 | 491 | 0.01% | — | 152 | +6,361 | New | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 6,343 | 490 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Trust Point Inc. | History | Reduced | 6,315 | 488 | 0.04% | 0.04% | 154 | -280 | -4.25% | Q1 2026 | Apr 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 6,306 | 487 | 0.02% | 0.02% | 155 | +22 | 0.35% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | Reduced | 6,253 | 483 | 0.01% | 0.01% | 156 | -18 | -0.29% | Q1 2026 | May 12, 2026 |
| Daiwa Securities Group Inc. | History | New | 6,078 | 469 | 0.0% | — | 158 | +6,078 | New | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,072 | 469 | 0.01% | 0.01% | 157 | -2,960 | -32.77% | Q1 2026 | May 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 6,061 | 468 | 0.0% | 0.0% | 159 | +72 | 1.2% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 5,902 | 456 | 0.0% | 0.0% | 160 | -3,777 | -39.02% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 5,690 | 439 | 0.01% | 0.02% | 161 | -5,012 | -46.83% | Q1 2026 | Apr 27, 2026 |
| INCEPTIONR LLC | History | New | 5,614 | 433 | 0.1% | — | 162 | +5,614 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,476 | 423 | 0.0% | 0.0% | 163 | -1,163 | -17.52% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | New | 25,382 | 413 | 0.01% | — | 164 | +25,382 | New | Q1 2026 | Apr 27, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,321 | 411 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 5,200 | 401 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,085 | 393 | 0.0% | 0.0% | 167 | -1,276 | -20.06% | Q1 2026 | May 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 5,048 | 390 | 0.11% | 0.12% | 168 | -8 | -0.16% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,906 | 374 | 0.0% | 0.0% | 169 | +1,948 | 65.86% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,727 | 365 | 0.0% | 0.0% | 170 | -1,701 | -26.46% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,714 | 364 | 0.0% | 0.0% | 171 | -46 | -0.97% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 4,660 | 360 | 0.11% | 0.24% | 172 | -3,270 | -41.24% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,637 | 358 | 0.03% | — | 173 | +4,637 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 4,603 | 355 | 0.0% | 0.0% | 174 | +1,153 | 33.42% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,546 | 351 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 4,527 | 349 | 0.04% | 0.05% | 176 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,460 | 344 | 0.01% | 0.01% | 177 | +19 | 0.43% | Q1 2026 | Apr 23, 2026 |
| GAMMA Investing LLC | History | Added to | 4,382 | 338 | 0.02% | 0.02% | 178 | +273 | 6.64% | Q1 2026 | Apr 06, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 4,371 | 337 | 0.17% | 0.19% | 179 | -654 | -13.01% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 4,356 | 336 | 0.0% | 0.0% | 180 | +148 | 3.52% | Q1 2026 | May 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,353 | 336 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 4,200 | 329 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,254 | 328 | 0.0% | 0.0% | 183 | +13 | 0.31% | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,182 | 323 | 0.0% | 0.0% | 184 | +5 | 0.12% | Q1 2026 | May 07, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 4,177 | 322 | 0.0% | 0.0% | 185 | -2,445 | -36.92% | Q1 2026 | Apr 22, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 4,104 | 317 | 0.0% | 0.0% | 186 | -2,802 | -40.57% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | No change | 4,285 | 316 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,034 | 311 | 0.0% | 0.0% | 188 | -350 | -7.98% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,002 | 309 | 0.0% | 0.0% | 189 | -233 | -5.5% | Q1 2026 | May 01, 2026 |
| Virtu Financial LLC | History | New | 3,756 | 290 | 0.01% | — | 190 | +3,756 | New | Q1 2026 | May 14, 2026 |
| GuidedMoney, LLC | History | No change | 3,640 | 281 | 0.15% | 0.15% | 191 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 3,601 | 278 | 0.27% | 0.24% | 192 | +484 | 15.53% | Q1 2026 | Apr 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,524 | 272 | 0.0% | 0.0% | 193 | -3,244 | -47.93% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 3,471 | 268 | 0.0% | 0.0% | 194 | +576 | 19.9% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 3,429 | 265 | 0.0% | 0.0% | 195 | +736 | 27.33% | Q1 2026 | May 13, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 3,360 | 259 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Annex Advisory Services, LLC | History | Added to | 3,273 | 252 | 0.0% | 0.0% | 197 | +10 | 0.31% | Q1 2026 | Apr 16, 2026 |
| Security National Bank | History | No change | 3,269 | 252 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,246 | 251 | 0.0% | 0.0% | 199 | -776 | -19.29% | Q1 2026 | Apr 30, 2026 |
| Madison Asset Management, LLC | History | No change | 3,138 | 242 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Poehling Capital Management, INC. | History | No change | 3,128 | 241 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,085 | 238 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,088 | 238 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Redmond Asset Management, LLC | History | No change | 3,062 | 236 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ellenbecker Investment Group | History | Added to | 3,048 | 235 | 0.03% | 0.03% | 206 | +393 | 14.8% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 3,048 | 235 | 0.03% | 0.03% | 205 | -114 | -3.61% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,005 | 232 | 0.0% | 0.0% | 207 | -95 | -3.06% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,996 | 231 | 0.0% | 0.0% | 208 | -1,675 | -35.86% | Q1 2026 | May 08, 2026 |
| AXQ CAPITAL, LP | History | New | 2,893 | 223 | 0.03% | — | 209 | +2,893 | New | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | New | 2,854 | 220 | 0.01% | — | 211 | +2,854 | New | Q1 2026 | Apr 29, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 2,854 | 220 | 0.01% | 0.02% | 210 | -1,777 | -38.37% | Q1 2026 | May 14, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,835 | 219 | 0.11% | 0.11% | 212 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,822 | 218 | 0.0% | — | 213 | +2,822 | New | Q1 2026 | May 12, 2026 |
| ERn Financial, LLC | History | Added to | 2,796 | 216 | 0.04% | 0.04% | 214 | +11 | 0.39% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 2,745 | 212 | 0.0% | 0.0% | 215 | -81 | -2.87% | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 2,671 | 206 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 2,623 | 202 | 0.04% | — | 217 | +2,623 | New | Q1 2026 | Apr 28, 2026 |
| IFM Investors Pty Ltd | History | New | 2,610 | 201 | 0.0% | — | 218 | +2,610 | New | Q1 2026 | Apr 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,574 | 198 | 0.01% | 0.01% | 219 | -660 | -20.41% | Q1 2026 | May 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 2,546 | 196 | 0.01% | 0.01% | 220 | -62 | -2.38% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 2,218 | 171 | 0.0% | 0.0% | 221 | -916 | -29.23% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,981 | 153 | 0.0% | 0.0% | 222 | -390 | -16.45% | Q1 2026 | Apr 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,883 | 145 | 0.02% | 0.02% | 223 | -97 | -4.9% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,791 | 139 | 0.0% | 0.0% | 224 | +37 | 2.11% | Q1 2026 | Apr 07, 2026 |
| NBT BANK N A /NY | History | New | 1,778 | 137 | 0.01% | — | 225 | +1,778 | New | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 1,515 | 117 | 0.0% | — | 226 | +1,515 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,509 | 116 | 0.0% | 0.0% | 227 | +1,051 | 229.48% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,497 | 115 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1,500 | 115 | 0.08% | 0.09% | 229 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| UMB Bank, n.a. | History | Added to | 1,371 | 105 | 0.0% | 0.0% | 230 | +110 | 8.72% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,338 | 103 | 0.01% | 0.01% | 231 | +202 | 17.78% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,279 | 98 | 0.0% | 0.0% | 232 | +593 | 86.44% | Q1 2026 | May 13, 2026 |
| STEPH & CO | History | No change | 1,272 | 98 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KBC Group NV | History | No change | 1,204 | 93 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,128 | 87 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,110 | 86 | 0.0% | 0.0% | 236 | +694 | 166.83% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 952 | 74 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | Reduced | 919 | 71 | 0.0% | 0.0% | 238 | -515 | -35.91% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 926 | 71 | 0.0% | 0.0% | 239 | +12 | 1.31% | Q1 2026 | Apr 13, 2026 |
| HM PAYSON & CO | History | No change | 884 | 68 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 819 | 63 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 711 | 54 | 0.0% | 0.0% | 242 | -436 | -38.01% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 695 | 53 | 0.0% | 0.0% | 243 | -66 | -8.67% | Q1 2026 | Apr 07, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 670 | 51 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Avalon Trust Co | History | No change | 600 | 46 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 558 | 43 | 0.0% | 0.0% | 246 | -157 | -21.96% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 561 | 43 | 0.0% | 0.0% | 247 | +34 | 6.45% | Q1 2026 | Jun 02, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 528 | 40 | 0.0% | 0.01% | 248 | -39 | -6.88% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 505 | 39 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 502 | 38 | 0.0% | 0.0% | 250 | +99 | 24.57% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 468 | 36 | 0.0% | 0.0% | 251 | -955 | -67.11% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 464 | 35 | 0.0% | 0.0% | 252 | +84 | 22.11% | Q1 2026 | Apr 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 400 | 30 | 0.0% | 0.0% | 253 | +32 | 8.7% | Q1 2026 | May 14, 2026 |
| Clarity Asset Management, Inc. | History | New | 385 | 29 | 0.01% | — | 254 | +385 | New | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 364 | 28 | 0.0% | 0.0% | 255 | +13 | 3.7% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | New | 302 | 23 | 0.0% | — | 257 | +302 | New | Q1 2026 | May 15, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 300 | 23 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 277 | 21 | 0.02% | — | 258 | +270 | 3857.14% | Q1 2026 | Apr 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 234 | 18 | 0.0% | 0.0% | 259 | -251 | -51.75% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 238 | 18 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Added to | 222 | 17 | 0.0% | 0.0% | 261 | +137 | 161.18% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 224 | 17 | 0.0% | 0.0% | 263 | +96 | 75.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | No change | 229 | 17 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 200 | 15 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Destiny Wealth Partners, LLC | History | New | 157 | 12 | 0.0% | — | 266 | +157 | New | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 150 | 12 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| USA FINANCIAL FORMULAS | History | New | 147 | 11 | 0.0% | — | 268 | +147 | New | Q1 2026 | Apr 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 151 | 11 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | No change | 135 | 10 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 112 | 9 | 0.0% | 0.0% | 270 | +22 | 24.44% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 96 | 7 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| High Note Wealth, LLC | History | No change | 101 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 97 | 7 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 82 | 6 | 0.0% | 0.0% | 275 | -107 | -56.61% | Q1 2026 | Apr 14, 2026 |
| Quarry LP | History | Added to | 86 | 6 | 0.0% | 0.0% | 276 | +21 | 32.31% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 74 | 5 | 0.0% | — | 278 | +74 | New | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 65 | 5 | 0.0% | — | 277 | +65 | New | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 58 | 4 | 0.0% | 0.0% | 281 | -165 | -73.99% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 57 | 4 | 0.0% | — | 283 | +57 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 64 | 4 | 0.0% | 0.0% | 280 | +45 | 236.84% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 64 | 4 | 0.0% | 0.0% | 282 | +23 | 56.1% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | No change | 64 | 4 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 41 | 3 | 0.0% | 0.0% | 284 | -2,449 | -98.35% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 40 | 3 | 0.0% | — | 285 | +33 | 471.43% | Q1 2026 | Apr 29, 2026 |
| Essential Partners LLC | History | Added to | 48 | 3 | 0.0% | 0.0% | 287 | +23 | 92.0% | Q1 2026 | May 21, 2026 |
| Fortitude Family Office, LLC | History | Added to | 46 | 3 | 0.0% | 0.0% | 286 | +12 | 35.29% | Q1 2026 | Apr 15, 2026 |
| Truvestments Capital LLC | History | New | 33 | 2 | 0.0% | — | 292 | +33 | New | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 32 | 2 | 0.0% | — | 289 | +25 | 357.14% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Reduced | 32 | 2 | 0.0% | 0.0% | 290 | -24 | -42.86% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 34 | 2 | 0.0% | 0.0% | 288 | +7 | 25.93% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | Reduced | 14 | 1 | 0.0% | 0.0% | 297 | -47 | -77.05% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 19 | 1 | 0.0% | — | 300 | +19 | New | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 18 | 1 | 0.0% | — | 299 | +18 | New | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 21 | 1 | 0.0% | 0.0% | 296 | -13 | -38.24% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 295 | -9 | -33.33% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 14 | 1 | 0.0% | — | 298 | +9 | 180.0% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 25 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |