MARKETAXESS HOLDINGS INC - MKTX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 3,839,889 | 695,979 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,075,154 | 672,318 | 0.01% | 0.01% | 2 | +328,682 | 8.77% | Q1 2026 | May 13, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 3,347,125 | 552,208 | 0.43% | 0.44% | 3 | +171,700 | 5.41% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,683,745 | 442,764 | 0.2% | 0.24% | 4 | +125,648 | 4.91% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,163,671 | 356,962 | 0.02% | — | 5 | +2,163,671 | New | Q1 2026 | May 08, 2026 |
| North Reef Capital Management LP | History | Added to | 1,875,000 | 309,337 | 10.65% | 11.74% | 6 | +265,670 | 16.51% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,609,259 | 265,495 | 0.01% | — | 7 | +1,609,259 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1,519,421 | 250,674 | 0.01% | 0.02% | 8 | -485,204 | -24.2% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,280,857 | 211,315 | 0.01% | 0.01% | 9 | +32,543 | 2.61% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,239,285 | 204,457 | 0.15% | 0.18% | 10 | +24,318 | 2.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,205,388 | 198,864 | 0.08% | 0.03% | 11 | +852,523 | 241.6% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,020,559 | 168,371 | 0.06% | 0.06% | 12 | +69,535 | 7.31% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 966,029 | 159,375 | 0.12% | 0.07% | 13 | +416,390 | 75.76% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 862,987 | 142,403 | 0.01% | 0.01% | 14 | +29,920 | 3.59% | Q1 2026 | May 15, 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd | History | Reduced | 643,370 | 106,351 | 6.09% | 5.58% | 15 | -510,208 | -44.23% | Q1 2026 | Apr 28, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 581,484 | 95,932 | 0.02% | 0.02% | 16 | +54,503 | 10.34% | Q1 2026 | May 07, 2026 |
| NORGES BANK | History | No change | 503,855 | 91,323 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 524,024 | 86,453 | 0.07% | 0.14% | 18 | -9,503 | -1.78% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 509,043 | 83,981 | 0.01% | 0.0% | 19 | +336,445 | 194.93% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 490,537 | 80,929 | 0.0% | 0.0% | 20 | +65,660 | 15.45% | Q1 2026 | May 15, 2026 |
| Findlay Park Partners LLP | History | Reduced | 480,600 | 79,289 | 1.11% | 1.24% | 21 | -55,800 | -10.4% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 432,826 | 71,316 | 0.0% | 0.01% | 22 | -112,538 | -20.64% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 338,507 | 55,846 | 0.01% | 0.01% | 23 | +20,121 | 6.32% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 332,823 | 54,909 | 0.23% | 0.09% | 24 | +163,035 | 96.02% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 319,302 | 52,678 | 0.03% | 0.03% | 25 | -56,433 | -15.02% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 295,470 | 48,746 | 0.03% | 0.03% | 26 | +6,728 | 2.33% | Q1 2026 | May 14, 2026 |
| RDST Capital LLC | History | Reduced | 295,267 | 48,713 | 4.69% | 5.31% | 27 | -15,430 | -4.97% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 289,940 | 47,834 | 0.01% | 0.01% | 28 | -8,788 | -2.94% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 272,238 | 44,913 | 0.01% | 0.0% | 29 | +170,283 | 167.02% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 263,858 | 43,531 | 0.0% | 0.0% | 30 | +64,627 | 32.44% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 258,708 | 42,681 | 0.01% | 0.0% | 31 | +230,087 | 803.91% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 252,825 | 41,711 | 0.05% | — | 32 | +252,825 | New | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | New | 239,256 | 39,472 | 0.29% | — | 33 | +239,256 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 236,350 | 38,993 | 0.01% | 0.01% | 34 | +2,044 | 0.87% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 229,427 | 37,850 | 0.01% | — | 35 | +229,427 | New | Q1 2026 | May 08, 2026 |
| COOKE & BIELER LP | History | Added to | 226,220 | 37,321 | 0.42% | 0.2% | 36 | +122,120 | 117.31% | Q1 2026 | May 04, 2026 |
| Champlain Investment Partners, LLC | History | Added to | 210,076 | 34,658 | 0.44% | 0.19% | 37 | +106,765 | 103.34% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 204,932 | 33,809 | 0.02% | 0.01% | 38 | +111,262 | 118.78% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 203,425 | 33,561 | 0.04% | 0.04% | 39 | +12,942 | 6.79% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 192,230 | 31,714 | 0.1% | 0.08% | 40 | +63,530 | 49.36% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 171,600 | 31,102 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 181,798 | 29,993 | 0.02% | 0.02% | 42 | +3,725 | 2.09% | Q1 2026 | May 04, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 174,059 | 28,716 | 0.07% | 0.08% | 43 | +3,494 | 2.05% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 173,891 | 28,688 | 0.13% | 0.1% | 44 | -15,435 | -8.15% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 168,797 | 27,849 | 0.01% | 0.01% | 45 | +350 | 0.21% | Q1 2026 | May 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 167,100 | 27,568 | 0.04% | 0.05% | 46 | -8,900 | -5.06% | Q1 2026 | May 14, 2026 |
| Sone Capital Management, LLC | History | Added to | 159,966 | 26,391 | 2.22% | 0.15% | 47 | +149,611 | 1444.82% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 148,081 | 24,430 | 0.01% | 0.01% | 48 | +13,557 | 10.08% | Q1 2026 | Apr 30, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 145,628 | 24,025 | 0.04% | 0.01% | 49 | +114,934 | 374.45% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 136,952 | 22,594 | 0.06% | 0.12% | 50 | -77,149 | -36.03% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 122,659 | 20,236 | 0.0% | 0.02% | 51 | -572,849 | -82.36% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 121,635 | 20,067 | 0.01% | 0.01% | 52 | +8,170 | 7.2% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 118,332 | 19,522 | 0.0% | 0.0% | 53 | +3,713 | 3.24% | Q1 2026 | May 12, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | New | 111,483 | 18,392 | 2.18% | — | 54 | +111,483 | New | Q1 2026 | May 11, 2026 |
| Davis Asset Management, L.P. | History | New | 108,846 | 17,957 | 0.52% | — | 55 | +108,846 | New | Q1 2026 | May 15, 2026 |
| FLOSSBACH VON STORCH SE | History | Added to | 108,100 | 17,834 | 0.08% | 0.07% | 56 | +15,000 | 16.11% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 107,110 | 17,671 | 0.0% | 0.0% | 57 | -1,318 | -1.22% | Q1 2026 | May 13, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 104,801 | 17,290 | 0.03% | 0.02% | 58 | +41,573 | 65.75% | Q1 2026 | Apr 20, 2026 |
| Polar Asset Management Partners Inc. | History | Added to | 104,174 | 17,186 | 0.34% | 0.04% | 59 | +87,474 | 523.8% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 90,720 | 14,966 | 0.0% | 0.0% | 60 | -6,549 | -6.73% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 89,961 | 14,841 | 0.01% | 0.01% | 61 | +1,769 | 2.01% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 84,001 | 13,858 | 0.02% | 0.02% | 62 | +2,036 | 2.48% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 83,300 | 13,742 | 0.0% | 0.0% | 63 | -56,373 | -40.36% | Q1 2026 | May 15, 2026 |
| Goodman Financial Corp | History | Added to | 83,163 | 13,720 | 2.36% | 2.62% | 64 | +6,869 | 9.0% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 79,144 | 13,057 | 0.02% | 0.01% | 65 | +19,884 | 33.55% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 73,978 | 12,204 | 0.03% | 0.04% | 66 | -1,687 | -2.23% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | No change | 73,700 | 12,159 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 72,522 | 11,964 | 0.01% | 0.01% | 68 | -24,664 | -25.38% | Q1 2026 | May 06, 2026 |
| Trexquant Investment LP | History | Added to | 70,378 | 11,610 | 0.08% | 0.06% | 69 | +31,806 | 82.46% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 69,885 | 11,529 | 0.0% | 0.0% | 70 | -13,477 | -16.17% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 60,213 | 9,933 | 0.03% | 0.02% | 71 | +31,491 | 109.64% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 58,334 | 9,623 | 0.49% | 0.28% | 72 | +29,913 | 105.25% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 56,172 | 8,870 | 0.02% | 0.01% | 73 | +9,635 | 20.7% | Q1 2026 | Apr 08, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 49,289 | 8,131 | 0.98% | 1.05% | 74 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 46,990 | 7,752 | 0.01% | 0.02% | 75 | +5,761 | 13.97% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 41,259 | 7,478 | 0.0% | 0.0% | 76 | +20,710 | 100.78% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 44,278 | 7,305 | 0.01% | 0.02% | 77 | -60,388 | -57.7% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 43,799 | 7,225 | 0.02% | 0.08% | 78 | -171,056 | -79.61% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 43,688 | 7,207 | 0.01% | 0.01% | 79 | +8,478 | 24.08% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 42,596 | 7,027 | 0.05% | 0.08% | 80 | -57,639 | -57.5% | Q1 2026 | May 15, 2026 |
| DF DENT & CO INC | History | Reduced | 41,000 | 6,764 | 0.13% | 0.11% | 81 | -1,116 | -2.65% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 39,492 | 6,515 | 0.0% | 0.01% | 82 | -3,463 | -8.06% | Q1 2026 | May 13, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | No change | 39,461 | 6,510 | 1.84% | 1.84% | 83 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Added to | 39,370 | 6,495 | 0.23% | 0.19% | 84 | +10,063 | 34.34% | Q1 2026 | Apr 27, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 38,887 | 6,415 | 0.01% | 0.01% | 85 | +16,403 | 72.95% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 37,476 | 6,182 | 0.0% | 0.0% | 86 | +31,753 | 554.83% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 36,920 | 6,092 | 0.0% | 0.0% | 87 | +2,945 | 8.67% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,697 | 5,889 | 0.01% | 0.01% | 88 | +2,473 | 7.44% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 35,472 | 5,852 | 0.01% | 0.01% | 89 | +2,082 | 6.24% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 35,037 | 5,780 | 0.01% | 0.01% | 90 | -1,004 | -2.79% | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 33,909 | 5,597 | 0.01% | 0.01% | 91 | -1,132 | -3.23% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 33,744 | 5,567 | 0.01% | 0.01% | 92 | -619 | -1.8% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 33,466 | 5,521 | 0.0% | — | 93 | +33,466 | New | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | Added to | 32,697 | 5,394 | 0.05% | 0.05% | 94 | +2,118 | 6.93% | Q1 2026 | May 13, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 32,626 | 5,382 | 0.03% | 0.03% | 95 | -2,420 | -6.91% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,957 | 5,272 | 0.01% | 0.01% | 96 | +2,358 | 7.97% | Q1 2026 | May 15, 2026 |
| Prana Capital Management, LP | History | Reduced | 31,593 | 5,212 | 0.16% | 0.26% | 97 | -8,378 | -20.96% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 31,584 | 5,211 | 0.01% | 0.01% | 98 | -3,903 | -11.0% | Q1 2026 | Apr 27, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 31,423 | 5,184 | 1.19% | 1.26% | 99 | +1,024 | 3.37% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 31,141 | 5,137 | 0.01% | 0.01% | 100 | -732 | -2.3% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,923 | 5,102 | 0.0% | 0.0% | 101 | +616 | 2.03% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 30,231 | 4,987 | 0.0% | 0.0% | 102 | +16,047 | 113.13% | Q1 2026 | May 13, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 29,032 | 4,789 | 0.0% | 0.01% | 103 | -10,083 | -25.78% | Q1 2026 | May 08, 2026 |
| ALPS ADVISORS INC | History | New | 28,895 | 4,767 | 0.02% | — | 104 | +28,895 | New | Q1 2026 | May 08, 2026 |
| Taylor Hoffman Capital Management LLC | History | Added to | 28,863 | 4,761 | 1.47% | 1.3% | 105 | +5,280 | 22.39% | Q1 2026 | May 12, 2026 |
| Robertson Opportunity Capital, LLC | History | No change | 28,830 | 4,756 | 1.83% | 1.9% | 106 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Added to | 27,533 | 4,542 | 0.1% | 0.09% | 107 | +87 | 0.32% | Q1 2026 | May 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 27,410 | 4,522 | 0.01% | 0.0% | 108 | +22,570 | 466.32% | Q1 2026 | May 11, 2026 |
| Interval Partners, LP | History | Reduced | 26,478 | 4,368 | 0.11% | 0.29% | 109 | -63,445 | -70.55% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 24,935 | 4,113 | 0.18% | 0.17% | 110 | +1,562 | 6.68% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 24,612 | 4,060 | 0.01% | 0.0% | 111 | +11,429 | 86.69% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 23,975 | 3,955 | 0.03% | — | 112 | +23,975 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 23,074 | 3,806 | 0.0% | 0.0% | 113 | +7,813 | 51.2% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 22,800 | 3,761 | 0.0% | 0.01% | 114 | -27,800 | -54.94% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 21,390 | 3,528 | 0.0% | 0.0% | 115 | -10,006 | -31.87% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 21,009 | 3,472 | 0.0% | 0.0% | 116 | +18,165 | 638.71% | Q1 2026 | Apr 30, 2026 |
| Lombard Odier Asset Management (Europe) Ltd | History | Reduced | 20,930 | 3,453 | 0.19% | 0.21% | 117 | -2,570 | -10.94% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 20,370 | 3,360 | 0.01% | 0.0% | 118 | +16,570 | 436.05% | Q1 2026 | May 08, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 20,313 | 3,351 | 0.04% | 0.04% | 119 | +1,372 | 7.24% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 20,179 | 3,329 | 0.0% | 0.0% | 120 | -83 | -0.41% | Q1 2026 | May 06, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 19,992 | 3,298 | 0.77% | 0.72% | 121 | +2,790 | 16.22% | Q1 2026 | May 12, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 19,955 | 3,292 | 0.01% | 0.01% | 122 | +1,983 | 11.03% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,708 | 3,251 | 0.01% | 0.01% | 123 | +1,454 | 7.97% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 19,440 | 3,207 | 0.05% | 0.17% | 124 | -39,870 | -67.22% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 19,172 | 3,162 | 0.0% | 0.0% | 125 | -1,947 | -9.22% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 18,394 | 3,034 | 0.03% | 0.04% | 126 | -529 | -2.8% | Q1 2026 | Apr 20, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 18,300 | 3,019 | 0.08% | 0.13% | 127 | -5,400 | -22.78% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Reduced | 18,018 | 2,972 | 0.1% | 0.23% | 128 | -18,346 | -50.45% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 17,603 | 2,904 | 0.0% | 0.0% | 129 | +6,797 | 62.9% | Q1 2026 | May 13, 2026 |
| Cinctive Capital Management LP | History | Reduced | 17,582 | 2,900 | 0.19% | 0.22% | 130 | -5,271 | -23.06% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | New | 16,706 | 2,756 | 0.15% | — | 131 | +16,706 | New | Q1 2026 | May 05, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 16,682 | 2,752 | 0.01% | 0.01% | 132 | -891 | -5.07% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,500 | 2,722 | 0.05% | 0.05% | 133 | -500 | -2.94% | Q1 2026 | Apr 20, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 16,192 | 2,671 | 0.0% | 0.0% | 134 | +1,111 | 7.37% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 16,012 | 2,641 | 0.02% | 0.01% | 135 | +6,810 | 74.01% | Q1 2026 | May 04, 2026 |
| Squarepoint Ops LLC | History | Reduced | 15,858 | 2,616 | 0.0% | 0.01% | 136 | -55,800 | -77.87% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,845 | 2,614 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 15,606 | 2,575 | 0.01% | 0.01% | 138 | +337 | 2.21% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,286 | 2,521 | 0.0% | 0.0% | 139 | +12,839 | 524.68% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 15,054 | 2,483 | 0.0% | 0.0% | 140 | +908 | 6.42% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 14,948 | 2,466 | 0.0% | — | 141 | +14,948 | New | Q1 2026 | May 08, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 14,686 | 2,422 | 0.04% | — | 142 | +14,686 | New | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Reduced | 14,642 | 2,415 | 0.01% | 0.01% | 143 | -1,263 | -7.94% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 14,105 | 2,327 | 0.01% | 0.01% | 144 | -336 | -2.33% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,015 | 2,312 | 0.01% | 0.01% | 145 | -116 | -0.82% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 13,847 | 2,284 | 0.0% | 0.0% | 146 | -14,055 | -50.37% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 13,738 | 2,266 | 0.0% | 0.01% | 147 | -15,635 | -53.23% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,710 | 2,261 | 0.02% | 0.02% | 148 | +336 | 2.51% | Q1 2026 | Apr 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 13,269 | 2,189 | 0.01% | 0.01% | 149 | +563 | 4.43% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 13,032 | 2,150 | 0.02% | 0.02% | 150 | +453 | 3.6% | Q1 2026 | Apr 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 12,841 | 2,118 | 0.01% | 0.01% | 151 | -342 | -2.59% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,740 | 2,101 | 0.0% | 0.0% | 152 | -2,452 | -16.14% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Added to | 12,556 | 2,071 | 0.03% | 0.02% | 153 | +1,999 | 18.94% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 11,908 | 1,964 | 0.02% | 0.03% | 154 | -1,174 | -8.97% | Q1 2026 | May 13, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 11,594 | 1,912 | 0.01% | 0.01% | 155 | -55 | -0.47% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,305 | 1,865 | 0.01% | 0.02% | 156 | -421 | -3.59% | Q1 2026 | May 08, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 11,133 | 1,836 | 0.07% | 0.08% | 157 | -2,491 | -18.28% | Q1 2026 | Apr 21, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 10,895 | 1,797 | 0.29% | 0.22% | 158 | +3,580 | 48.94% | Q1 2026 | Apr 07, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,880 | 1,795 | 0.0% | — | 159 | +10,880 | New | Q1 2026 | May 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 10,544 | 1,739 | 0.51% | 0.59% | 160 | +212 | 2.05% | Q1 2026 | Apr 30, 2026 |
| Arizona State Retirement System | History | Reduced | 10,210 | 1,684 | 0.01% | 0.01% | 161 | -132 | -1.28% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,140 | 1,672 | 0.0% | 0.0% | 162 | +7,894 | 351.47% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,116 | 1,668 | 0.02% | 0.02% | 163 | -26 | -0.26% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | Reduced | 9,828 | 1,621 | 0.03% | 0.07% | 164 | -4,404 | -30.94% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 9,581 | 1,580 | 0.01% | 0.01% | 165 | -4,032 | -29.62% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,410 | 1,552 | 0.0% | — | 166 | +9,410 | New | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,344 | 1,542 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,192 | 1,516 | 0.01% | 0.01% | 168 | -11 | -0.12% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 8,072 | 1,463 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,499 | 1,402 | 0.02% | 0.02% | 170 | -45 | -0.53% | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 8,402 | 1,386 | 0.02% | 0.02% | 171 | +2,568 | 44.02% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Added to | 7,884 | 1,367 | 0.04% | 0.05% | 172 | +77 | 0.99% | Q1 2026 | Apr 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,200 | 1,352 | 0.01% | 0.01% | 173 | +200 | 2.5% | Q1 2026 | Apr 29, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 8,190 | 1,351 | 0.01% | 0.0% | 174 | +3,432 | 72.13% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 8,050 | 1,328 | 0.0% | 0.0% | 175 | -65 | -0.8% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 8,044 | 1,327 | 0.12% | 0.04% | 176 | +3,416 | 73.81% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 7,796 | 1,286 | 0.01% | 0.02% | 177 | -164 | -2.06% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,753 | 1,279 | 0.0% | 0.01% | 178 | -11,591 | -59.92% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 7,741 | 1,277 | 0.03% | 0.02% | 179 | +3,475 | 81.46% | Q1 2026 | Apr 13, 2026 |
| Weiss Asset Management LP | History | New | 7,490 | 1,235 | 0.02% | — | 180 | +7,490 | New | Q1 2026 | May 15, 2026 |
| QSV Equity Investors LLC | History | No change | 6,753 | 1,223 | 1.81% | 1.81% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Oak Thistle LLC | History | Reduced | 7,370 | 1,215 | 0.12% | 0.25% | 182 | -2,522 | -25.5% | Q1 2026 | Apr 10, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 7,147 | 1,179 | 0.02% | 0.03% | 183 | -34 | -0.47% | Q1 2026 | May 04, 2026 |
| Quantbot Technologies LP | History | Added to | 6,940 | 1,144 | 0.05% | 0.03% | 184 | +1,279 | 22.59% | Q1 2026 | May 13, 2026 |
| Stiles Financial Services Inc | History | Reduced | 6,767 | 1,116 | 0.34% | 0.39% | 185 | -208 | -2.98% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,674 | 1,095 | 0.0% | 0.0% | 186 | +4,826 | 261.15% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 6,474 | 1,068 | 0.01% | 0.0% | 187 | +5,218 | 415.45% | Q1 2026 | May 14, 2026 |
| Bull Harbor Capital LLC | History | New | 6,378 | 1,052 | 0.28% | — | 188 | +6,378 | New | Q1 2026 | May 18, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 6,363 | 1,049 | 0.17% | — | 189 | +6,363 | New | Q1 2026 | May 15, 2026 |
| Redwood Investment Management, LLC | History | New | 6,262 | 1,033 | 0.13% | — | 190 | +6,262 | New | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Added to | 6,035 | 997 | 0.0% | 0.0% | 191 | +254 | 4.39% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 6,032 | 995 | 0.0% | 0.0% | 192 | -5,400 | -47.24% | Q1 2026 | Apr 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,844 | 964 | 0.0% | 0.0% | 193 | +968 | 19.85% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,836 | 962 | 0.0% | 0.0% | 194 | +2,929 | 100.76% | Q1 2026 | May 05, 2026 |
| Parvin Asset Management, LLC | History | Reduced | 5,770 | 951 | 0.69% | 0.83% | 195 | -4 | -0.07% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 5,700 | 940 | 0.05% | 0.08% | 196 | -2,038 | -26.34% | Q1 2026 | Apr 16, 2026 |
| Diversified Trust Co | History | Added to | 5,655 | 932 | 0.02% | 0.01% | 197 | +3,278 | 137.9% | Q1 2026 | Apr 16, 2026 |
| Bridgewater Associates, LP | History | Reduced | 5,608 | 925 | 0.0% | 0.01% | 198 | -7,653 | -57.71% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,610 | 925 | 0.0% | 0.0% | 199 | +290 | 5.45% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,330 | 879 | 0.0% | 0.0% | 200 | +1,888 | 54.85% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,231 | 863 | 0.0% | 0.0% | 201 | +1,294 | 32.87% | Q1 2026 | Apr 30, 2026 |
| AXQ CAPITAL, LP | History | Added to | 5,190 | 856 | 0.11% | 0.11% | 202 | +2,377 | 84.5% | Q1 2026 | May 13, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 5,178 | 854 | 0.17% | 0.14% | 204 | +1,297 | 33.42% | Q1 2026 | May 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,080 | 854 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 5,167 | 852 | 0.0% | 0.01% | 205 | -11,495 | -68.99% | Q1 2026 | May 13, 2026 |
| Alyeska Investment Group, L.P. | History | New | 5,042 | 831 | 0.0% | — | 206 | +5,042 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 5,001 | 825 | 0.02% | 0.02% | 207 | +662 | 15.26% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,927 | 812 | 0.0% | 0.0% | 208 | -368 | -6.95% | Q1 2026 | May 11, 2026 |
| Engineers Gate Manager LP | History | New | 4,865 | 802 | 0.01% | — | 209 | +4,865 | New | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | New | 4,742 | 782 | 0.03% | — | 211 | +4,742 | New | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 4,740 | 782 | 0.01% | 0.01% | 210 | +1,750 | 58.53% | Q1 2026 | May 15, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 4,263 | 772 | 0.25% | 0.25% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 4,437 | 760 | 0.02% | 0.03% | 213 | -2,130 | -32.43% | Q1 2026 | Apr 08, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 4,542 | 748 | 0.0% | 0.0% | 214 | -919 | -16.83% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 4,445 | 733 | 0.01% | 0.01% | 215 | +990 | 28.65% | Q1 2026 | May 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 4,368 | 720 | 0.02% | 0.03% | 216 | +119 | 2.8% | Q1 2026 | May 13, 2026 |
| PDT Partners, LLC | History | No change | 4,280 | 706 | 0.04% | 0.05% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,253 | 701 | 0.0% | 0.0% | 219 | +379 | 9.78% | Q1 2026 | May 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,254 | 701 | 0.01% | 0.01% | 218 | +5 | 0.12% | Q1 2026 | May 07, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 4,200 | 692 | 0.13% | 0.29% | 220 | -8,000 | -65.57% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 4,185 | 690 | 0.0% | 0.01% | 221 | -28,510 | -87.2% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 4,098 | 676 | 0.01% | — | 222 | +4,098 | New | Q1 2026 | May 13, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 4,036 | 665 | 0.02% | 0.02% | 223 | -1,700 | -29.64% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,992 | 658 | 0.0% | 0.0% | 224 | -6,261 | -61.07% | Q1 2026 | May 14, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 3,583 | 649 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,908 | 645 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 3,908 | 644 | 0.0% | 0.0% | 227 | +594 | 17.92% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,515 | 637 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,905 | 635 | 0.01% | 0.02% | 229 | +14 | 0.36% | Q1 2026 | May 04, 2026 |
| Essential Partners LLC | History | Reduced | 3,706 | 611 | 0.21% | 0.29% | 230 | -1,467 | -28.36% | Q1 2026 | May 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 3,614 | 596 | 0.0% | — | 231 | +3,614 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,595 | 593 | 0.01% | 0.01% | 232 | -391 | -9.81% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 3,567 | 588 | 0.0% | — | 234 | +3,567 | New | Q1 2026 | May 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 3,567 | 588 | 0.0% | 0.0% | 233 | -621 | -14.83% | Q1 2026 | May 11, 2026 |
| Twin Tree Management, LP | History | Added to | 3,549 | 585 | 0.01% | 0.0% | 235 | +2,322 | 189.24% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 3,551 | 585 | 0.0% | 0.0% | 236 | +493 | 16.12% | Q1 2026 | May 13, 2026 |
| Blueshift Asset Management, LLC | History | New | 3,464 | 571 | 0.17% | — | 237 | +3,464 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 3,410 | 562 | 0.02% | 0.02% | 238 | +366 | 12.02% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,366 | 555 | 0.0% | 0.0% | 239 | +466 | 16.07% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,314 | 546 | 0.0% | 0.0% | 240 | -32,785 | -90.82% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,310 | 546 | 0.0% | — | 241 | +3,310 | New | Q1 2026 | May 12, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 3,252 | 536 | 0.03% | 0.04% | 242 | -78 | -2.34% | Q1 2026 | Apr 22, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 3,244 | 535 | 0.02% | 0.03% | 243 | -71 | -2.14% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,222 | 531 | 0.0% | 0.0% | 244 | +658 | 25.66% | Q1 2026 | Apr 27, 2026 |
| Vident Advisory, LLC | History | Reduced | 3,202 | 528 | 0.0% | 0.03% | 245 | -15,782 | -83.13% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | New | 3,192 | 526 | 0.02% | — | 246 | +3,192 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,098 | 511 | 0.02% | 0.02% | 247 | +272 | 9.62% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 3,057 | 504 | 0.04% | 0.05% | 248 | +67 | 2.24% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 3,054 | 503 | 0.01% | 0.02% | 249 | -2,106 | -40.81% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 3,002 | 495 | 0.0% | 0.0% | 250 | -205 | -6.39% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,968 | 489 | 0.0% | 0.0% | 251 | -618 | -17.23% | Q1 2026 | May 14, 2026 |
| waypoint wealth counsel | History | Added to | 2,954 | 487 | 0.25% | 0.17% | 252 | +414 | 16.3% | Q1 2026 | Apr 23, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 2,926 | 482 | 0.03% | 0.03% | 253 | +154 | 5.56% | Q1 2026 | May 11, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 2,785 | 478 | 0.04% | 0.06% | 254 | -545 | -16.37% | Q1 2026 | Apr 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 2,815 | 464 | 0.01% | 0.01% | 255 | +1,276 | 82.91% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,775 | 457 | 0.01% | — | 256 | +2,775 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 2,769 | 456 | 0.0% | 0.0% | 257 | +838 | 43.4% | Q1 2026 | May 13, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Added to | 2,758 | 455 | 0.04% | 0.04% | 258 | +406 | 17.26% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,751 | 453 | 0.0% | 0.0% | 259 | -490 | -15.12% | Q1 2026 | Apr 24, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 2,679 | 441 | 0.03% | 0.04% | 260 | -179 | -6.26% | Q1 2026 | May 07, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 2,424 | 439 | 0.12% | 0.12% | 261 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,660 | 438 | 0.0% | 0.0% | 263 | -1,847 | -40.98% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 2,655 | 438 | 0.0% | 0.0% | 262 | +246 | 10.21% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,628 | 433 | 0.01% | 0.01% | 264 | +282 | 12.02% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 2,620 | 431 | 0.08% | 0.11% | 265 | -1,196 | -31.34% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,592 | 427 | 0.01% | 0.01% | 266 | +153 | 6.27% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,574 | 424 | 0.0% | 0.0% | 267 | +666 | 34.91% | Q1 2026 | May 13, 2026 |
| denkapparat Operations GmbH | History | No change | 2,574 | 424 | 0.18% | 0.25% | 268 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Optimize Financial Inc | History | New | 2,559 | 422 | 0.21% | — | 269 | +2,559 | New | Q1 2026 | May 12, 2026 |
| AVIVA PLC | History | Reduced | 2,500 | 412 | 0.0% | 0.0% | 270 | -381 | -13.22% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 2,494 | 411 | 0.0% | 0.0% | 271 | +795 | 46.79% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 2,483 | 409 | 0.03% | 0.04% | 272 | -36 | -1.43% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,332 | 384 | 0.0% | 0.01% | 273 | -50 | -2.1% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 2,298 | 379 | 0.01% | 0.0% | 274 | +2,286 | 19050.0% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | New | 2,290 | 377 | 0.0% | — | 277 | +2,290 | New | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,392 | 377 | 0.0% | 0.0% | 276 | +840 | 54.12% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 2,290 | 377 | 0.03% | 0.04% | 275 | +14 | 0.62% | Q1 2026 | May 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 2,260 | 372 | 0.04% | 0.14% | 278 | -3,193 | -58.55% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 2,238 | 369 | 0.0% | 0.0% | 279 | -45 | -1.97% | Q1 2026 | May 12, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 2,215 | 365 | 0.02% | 0.02% | 280 | -75 | -3.28% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,190 | 362 | 0.0% | 0.0% | 281 | -786 | -26.41% | Q1 2026 | May 06, 2026 |
| X-Square Capital, LLC | History | Added to | 2,185 | 360 | 0.12% | 0.12% | 282 | +158 | 7.79% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,142 | 353 | 0.0% | 0.0% | 283 | +421 | 24.46% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,125 | 350 | 0.02% | 0.03% | 284 | -497 | -18.95% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,125 | 350 | 0.0% | 0.0% | 285 | +307 | 16.89% | Q1 2026 | May 08, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 2,113 | 348 | 0.07% | 0.07% | 286 | +295 | 16.23% | Q1 2026 | May 08, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 2,102 | 346 | 0.0% | 0.0% | 287 | +152 | 7.79% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 2,032 | 335 | 0.0% | 0.0% | 288 | +287 | 16.45% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 2,032 | 335 | 0.02% | 0.02% | 289 | +287 | 16.45% | Q1 2026 | Apr 21, 2026 |
| NWAM LLC | History | New | 1,984 | 327 | 0.02% | — | 290 | +1,984 | New | Q1 2026 | May 04, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 1,981 | 326 | 0.04% | 0.04% | 291 | +590 | 42.42% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,977 | 326 | 0.0% | 0.0% | 292 | +350 | 21.51% | Q1 2026 | Apr 30, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 1,976 | 326 | 0.02% | 0.03% | 293 | -79 | -3.84% | Q1 2026 | May 07, 2026 |
| RMR Wealth Builders | History | Reduced | 1,957 | 322 | 0.03% | 0.03% | 294 | -1 | -0.05% | Q1 2026 | Apr 22, 2026 |
| Machina Capital S.A.S. | History | Added to | 1,949 | 321 | 0.06% | 0.06% | 295 | +300 | 18.19% | Q1 2026 | May 13, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 1,934 | 319 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 1,924 | 317 | 0.03% | — | 298 | +1,924 | New | Q1 2026 | Apr 10, 2026 |
| Utah Retirement Systems | History | No change | 1,927 | 317 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | New | 1,902 | 313 | 0.0% | — | 299 | +1,902 | New | Q1 2026 | May 14, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 1,874 | 309 | 0.03% | 0.04% | 300 | -275 | -12.8% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,826 | 301 | 0.0% | 0.0% | 301 | +69 | 3.93% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 1,821 | 300 | 0.02% | 0.08% | 302 | -3,316 | -64.55% | Q1 2026 | May 08, 2026 |
| Kera Capital Partners, Inc. | History | No change | 1,761 | 290 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ariadne Wealth Management, LP | History | No change | 1,747 | 288 | 0.13% | 0.13% | 304 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 1,744 | 287 | 0.01% | 0.01% | 305 | +134 | 8.32% | Q1 2026 | Apr 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 1,715 | 282 | 0.0% | 0.0% | 307 | +366 | 27.13% | Q1 2026 | May 11, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 1,711 | 282 | 0.02% | 0.02% | 306 | +257 | 17.68% | Q1 2026 | Apr 16, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 1,607 | 265 | 0.0% | 0.0% | 308 | +44 | 2.82% | Q1 2026 | May 15, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 1,602 | 264 | 0.02% | 0.25% | 309 | -21,405 | -93.04% | Q1 2026 | May 14, 2026 |
| Dundas Partners LLP | History | Reduced | 1,604 | 264 | 0.02% | 0.02% | 310 | -298 | -15.67% | Q1 2026 | May 14, 2026 |
| R Squared Ltd | History | New | 1,590 | 262 | 0.14% | — | 311 | +1,590 | New | Q1 2026 | Apr 29, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 1,561 | 257 | 0.07% | 0.07% | 312 | +162 | 11.58% | Q1 2026 | Apr 27, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,508 | 248 | 0.01% | 0.11% | 313 | -19,755 | -92.91% | Q1 2026 | May 15, 2026 |
| Abundance Wealth Counselors | History | New | 1,498 | 247 | 0.04% | — | 314 | +1,498 | New | Q1 2026 | Apr 22, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 1,460 | 240 | 0.0% | 0.02% | 315 | -34,680 | -95.96% | Q1 2026 | Apr 30, 2026 |
| Brooklyn Investment Group | History | Added to | 1,448 | 238 | 0.01% | 0.01% | 317 | +325 | 28.94% | Q1 2026 | Apr 29, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 1,447 | 238 | 0.05% | 0.06% | 316 | -224 | -13.41% | Q1 2026 | Apr 20, 2026 |
| GAMMA Investing LLC | History | Added to | 1,444 | 238 | 0.01% | 0.01% | 318 | +22 | 1.55% | Q1 2026 | Apr 06, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 1,440 | 237 | 0.03% | 0.03% | 319 | +183 | 14.56% | Q1 2026 | Apr 30, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 1,410 | 232 | 0.07% | 0.07% | 321 | -775 | -35.47% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 1,282 | 232 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wick Capital Partners, LLC | History | Added to | 1,404 | 231 | 0.04% | 0.04% | 323 | +234 | 20.0% | Q1 2026 | May 15, 2026 |
| Guardian Partners Inc. | History | Reduced | 1,401 | 231 | 0.02% | 0.02% | 322 | -99 | -6.6% | Q1 2026 | May 15, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 1,349 | 230 | 0.1% | 0.11% | 324 | -23 | -1.68% | Q1 2026 | Apr 15, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 1,390 | 229 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Reduced | 1,381 | 227 | 0.08% | 0.54% | 326 | -2,776 | -66.78% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 1,371 | 226 | 0.03% | 0.05% | 327 | -277 | -16.81% | Q1 2026 | May 13, 2026 |
| Empirical Finance, LLC | History | Reduced | 1,296 | 213 | 0.01% | 0.01% | 328 | -17 | -1.29% | Q1 2026 | May 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 1,289 | 212 | 0.0% | 0.0% | 329 | -25 | -1.9% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,281 | 211 | 0.01% | 0.01% | 330 | -330 | -20.48% | Q1 2026 | May 15, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 1,258 | 207 | 0.06% | 0.09% | 331 | -350 | -21.77% | Q1 2026 | May 07, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 1,248 | 205 | 0.08% | 0.09% | 333 | -29 | -2.27% | Q1 2026 | May 08, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,244 | 205 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,223 | 201 | 0.0% | 0.01% | 334 | -933 | -43.27% | Q1 2026 | Apr 22, 2026 |
| AlphaQuest LLC | History | No change | 1,098 | 199 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 1,194 | 197 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,175 | 194 | 0.0% | 0.0% | 337 | -28 | -2.33% | Q1 2026 | Apr 07, 2026 |
| BARD ASSOCIATES INC | History | Added to | 1,159 | 191 | 0.05% | 0.01% | 338 | +1,033 | 819.84% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | New | 993 | 163 | 0.03% | — | 339 | +993 | New | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 952 | 157 | 0.0% | 0.01% | 340 | -139 | -12.74% | Q1 2026 | Apr 06, 2026 |
| Horizon Investments, LLC | History | New | 921 | 151 | 0.0% | — | 342 | +921 | New | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 864 | 151 | 0.0% | 0.0% | 341 | +800 | 1250.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 897 | 148 | 0.0% | 0.0% | 343 | +280 | 45.38% | Q1 2026 | May 01, 2026 |
| STRS OHIO | History | Reduced | 872 | 143 | 0.0% | 0.0% | 344 | -1 | -0.11% | Q1 2026 | Apr 24, 2026 |
| South Dakota Investment Council | History | No change | 850 | 140 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 819 | 135 | 0.0% | 0.0% | 346 | +323 | 65.12% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 737 | 121 | 0.01% | 0.02% | 347 | -134 | -15.38% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 679 | 112 | 0.02% | 0.04% | 348 | -335 | -33.04% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 623 | 102 | 0.03% | 0.04% | 349 | -64 | -9.32% | Q1 2026 | Apr 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 597 | 98 | 0.0% | 0.0% | 350 | +1 | 0.17% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 580 | 96 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 482 | 79 | 0.0% | 0.0% | 352 | +440 | 1047.62% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 443 | 73 | 0.0% | 0.0% | 353 | +380 | 603.17% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 436 | 72 | 0.05% | 0.08% | 354 | -375 | -46.24% | Q1 2026 | May 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 417 | 71 | 0.01% | 0.0% | 355 | +156 | 59.77% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 374 | 61 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | New | 362 | 59 | 0.01% | — | 357 | +362 | New | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 351 | 57 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WESTPAC BANKING CORP | History | New | 341 | 56 | 0.0% | — | 359 | +341 | New | Q1 2026 | May 11, 2026 |
| Employees Retirement System of Texas | History | No change | 311 | 51 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 299 | 49 | 0.04% | — | 361 | +299 | New | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 279 | 46 | 0.0% | 0.0% | 362 | +2 | 0.72% | Q1 2026 | May 11, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 269 | 44 | 0.0% | 0.0% | 363 | -198 | -42.4% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Reduced | 263 | 43 | 0.01% | 0.01% | 364 | -217 | -45.21% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 260 | 42 | 0.0% | 0.0% | 365 | +162 | 165.31% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Advisors | History | New | 235 | 38 | 0.0% | — | 366 | +235 | New | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 222 | 36 | 0.0% | 0.0% | 367 | -89 | -28.62% | Q1 2026 | Apr 13, 2026 |
| Generali Asset Management SPA SGR | History | No change | 214 | 35 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| REXFORD CAPITAL INC | History | No change | 214 | 35 | 0.02% | 0.03% | 369 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 211 | 34 | 0.0% | 0.0% | 371 | +50 | 31.06% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 211 | 34 | 0.0% | 0.0% | 370 | -5 | -2.31% | Q1 2026 | May 11, 2026 |
| Bayforest Capital Ltd | History | Reduced | 205 | 33 | 0.04% | 0.05% | 372 | -132 | -39.17% | Q1 2026 | Apr 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 200 | 32 | 0.0% | 0.0% | 373 | +23 | 12.99% | Q1 2026 | Apr 23, 2026 |
| Quent Capital, LLC | History | No change | 151 | 24 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 104 | 22 | 0.01% | 0.1% | 376 | -1,163 | -91.79% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Added to | 137 | 22 | 0.0% | 0.0% | 375 | +24 | 21.24% | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | Reduced | 124 | 20 | 0.0% | 0.01% | 379 | -498 | -80.06% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 125 | 20 | 0.0% | 0.0% | 378 | -7 | -5.3% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 125 | 20 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Community Financial Services Group, LLC | History | New | 115 | 19 | 0.0% | — | 381 | +115 | New | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 117 | 19 | 0.0% | 0.0% | 380 | +17 | 17.0% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Reduced | 113 | 18 | 0.0% | 0.01% | 383 | -43 | -27.56% | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | No change | 110 | 18 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 102 | 16 | 0.0% | 0.0% | 384 | -14 | -12.07% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 100 | 16 | 0.0% | 0.0% | 385 | +12 | 13.64% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 95 | 15 | 0.01% | — | 388 | +95 | New | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 96 | 15 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CNB Bank | History | No change | 92 | 15 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bare Financial Services, Inc | History | New | 71 | 11 | 0.0% | — | 390 | +71 | New | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | No change | 70 | 11 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 60 | 9 | 0.0% | — | 392 | +60 | New | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 56 | 9 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global X Japan Co., Ltd. | History | New | 52 | 8 | 0.0% | — | 395 | +52 | New | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | New | 50 | 8 | 0.0% | — | 394 | +50 | New | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 51 | 8 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Trust, LLC | History | Reduced | 48 | 7 | 0.0% | 0.0% | 399 | -47 | -49.47% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 43 | 7 | 0.0% | 0.0% | 396 | +12 | 38.71% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 48 | 7 | 0.0% | 0.0% | 400 | -2 | -4.0% | Q1 2026 | Apr 27, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | No change | 44 | 7 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 43 | 7 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 44 | 7 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Reduced | 39 | 6 | 0.0% | 0.0% | 402 | -28 | -41.79% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,072 | 5 | 0.0% | 0.0% | 407 | -454 | -17.97% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Reduced | 32 | 5 | 0.0% | 0.0% | 404 | -107 | -76.98% | Q1 2026 | Apr 01, 2026 |
| JPL Wealth Management, LLC | History | New | 36 | 5 | 0.0% | — | 412 | +36 | New | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 34 | 5 | 0.0% | — | 411 | +34 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 33 | 5 | 0.0% | — | 410 | +33 | New | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Added to | 35 | 5 | 0.0% | 0.0% | 405 | +26 | 288.89% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 35 | 5 | 0.0% | 0.0% | 406 | +17 | 94.44% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 33 | 5 | 0.0% | 0.0% | 408 | -14 | -29.79% | Q1 2026 | May 07, 2026 |
| Smithfield Trust Co | History | No change | 28 | 5 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 32 | 5 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 28 | 4 | 0.0% | 0.0% | 413 | -16 | -36.36% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 25 | 4 | 0.0% | 0.0% | 417 | +8 | 47.06% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 25 | 4 | 0.0% | 0.0% | 415 | -3 | -10.71% | Q1 2026 | Apr 28, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 29 | 4 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stone House Investment Management, LLC | History | New | 23 | 3 | 0.0% | — | 420 | +23 | New | Q1 2026 | Apr 22, 2026 |
| First Eagle Investment Management, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 22 | 3 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 16 | 2 | 0.0% | — | 424 | +15 | 1500.0% | Q1 2026 | Apr 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 14 | 2 | 0.0% | — | 427 | +14 | New | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | Added to | 15 | 2 | 0.0% | 0.0% | 425 | +9 | 150.0% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 13 | 2 | 0.0% | 0.0% | 423 | +7 | 116.67% | Q1 2026 | Apr 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 14 | 2 | 0.0% | 0.0% | 422 | +5 | 55.56% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 17 | 2 | 0.0% | 0.0% | 421 | +2 | 13.33% | Q1 2026 | Apr 23, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 13 | 2 | 0.0% | 0.0% | 426 | +2 | 18.18% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8 | 1 | 0.0% | — | 430 | +7 | 700.0% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 11 | 1 | 0.0% | 0.0% | 433 | -4 | -26.67% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | No change | 7 | 1 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SouthState Bank Corp | History | No change | 9 | 1 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Marquette Asset Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 9 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MTM Investment Management, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gillson Capital LP | History | Closed out | 0 | 0 | — | 0.96% | — | -80,563 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -80,135 | -100.0% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.2% | — | -49,500 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -39,174 | -100.0% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.05% | — | -32,396 | -100.0% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -29,289 | -100.0% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.01% | — | -25,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -20,252 | -100.0% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -20,234 | -100.0% | Q1 2026 | May 05, 2026 |
| Alamar Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.56% | — | -15,612 | -100.0% | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -13,612 | -100.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,054 | -100.0% | Q1 2026 | May 13, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -12,659 | -100.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,460 | -100.0% | Q1 2026 | May 15, 2026 |
| Gator Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -11,119 | -100.0% | Q1 2026 | May 13, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.76% | — | -10,596 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,341 | -100.0% | Q1 2026 | May 15, 2026 |
| Dockside LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -7,619 | -100.0% | Q1 2026 | May 08, 2026 |
| MUFG Securities EMEA plc | History | Closed out | 0 | 0 | — | 0.02% | — | -7,530 | -100.0% | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,019 | -100.0% | Q1 2026 | May 08, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,168 | -100.0% | Q1 2026 | May 14, 2026 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,573 | -100.0% | Q1 2026 | May 06, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,288 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,182 | -100.0% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,054 | -100.0% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,430 | -100.0% | Q1 2026 | May 14, 2026 |
| MYDA Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,963 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,835 | -100.0% | Q1 2026 | May 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,665 | -100.0% | Q1 2026 | May 08, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,266 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,100 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Kaufman Rossin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -2,074 | -100.0% | Q1 2026 | Apr 17, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,000 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -1,995 | -100.0% | Q1 2026 | May 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,877 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,820 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,724 | -100.0% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,594 | -100.0% | Q1 2026 | May 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -1,564 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,475 | -100.0% | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,473 | -100.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,468 | -100.0% | Q1 2026 | May 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -1,400 | -100.0% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,389 | -100.0% | Q1 2026 | May 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,350 | -100.0% | Q1 2026 | Apr 14, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -1,298 | -100.0% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,247 | -100.0% | Q1 2026 | Apr 24, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,206 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Credit Capital Investments LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,200 | -100.0% | Q1 2026 | May 01, 2026 |
| SAGE RHINO CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,194 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,143 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,135 | -100.0% | Q1 2026 | May 12, 2026 |
| Sather Financial Group Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,129 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,128 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -1,127 | -100.0% | Q1 2026 | May 13, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -1,120 | -100.0% | Q1 2026 | May 15, 2026 |
| Claret Asset Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -1,116 | -100.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,108 | -100.0% | Q1 2026 | Apr 27, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -421 | -100.0% | Q1 2026 | May 13, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -321 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q1 2026 | May 13, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -259 | -100.0% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Rakuten Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 12, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 13, 2026 |
| CYBER HORNET ETFs LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -99 | -100.0% | Q1 2026 | May 08, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 16, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 11, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 04, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Apr 22, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | May 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q1 2026 | Apr 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 2 | 0 | — | 0.0% | — | -4 | -66.67% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | Apr 08, 2026 |
| FIRST HORIZON CORP | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 30, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 05, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 12, 2026 |
| Prestige Wealth Management Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 10, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Avion Wealth | History | No change | 6 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cromwell Holdings LLC | History | No change | 6 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ankerstar Wealth, LLC | History | No change | 6 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |