MAXIMUS, INC. - MMS
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 | 6,227,259 | 537,536 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 8,178,373 | 524,233 | 0.03% | 0.04% | 2 | +9,570 | 0.12% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 7,519,627 | 482,008 | 0.01% | 0.01% | 3 | -1,106,335 | -12.83% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,471,636 | 222,531 | 0.01% | — | 4 | +3,471,636 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 2,458,892 | 157,614 | 0.01% | 0.01% | 5 | -29,599 | -1.19% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,437,636 | 156,252 | 0.0% | — | 6 | +2,437,636 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,107,278 | 135,084 | 0.03% | 0.04% | 7 | +141,362 | 7.19% | Q1 2026 | May 07, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 2,081,466 | 133,421 | 0.45% | 0.47% | 8 | +495,496 | 31.24% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 1,578,075 | 101,154 | 0.12% | 0.19% | 9 | -301,940 | -16.06% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,497,679 | 96,018 | 0.01% | 0.01% | 10 | +15,600 | 1.05% | Q1 2026 | May 15, 2026 |
| Van Berkom & Associates Inc. | History | Added to | 1,172,190 | 75,137 | 2.48% | 2.81% | 11 | +41,862 | 3.7% | Q1 2026 | May 07, 2026 |
| NORGES BANK | History | No change | 699,641 | 60,393 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allianz Asset Management GmbH | History | Added to | 894,929 | 57,364 | 0.06% | 0.05% | 13 | +287,095 | 47.23% | Q1 2026 | May 11, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 855,069 | 54,810 | 1.58% | 1.88% | 14 | +129,800 | 17.9% | Q1 2026 | Apr 13, 2026 |
| River Road Asset Management, LLC | History | Added to | 826,224 | 52,960 | 0.6% | 0.78% | 15 | +2,962 | 0.36% | Q1 2026 | Apr 30, 2026 |
| Sio Capital Management, LLC | History | Added to | 768,825 | 49,281 | 7.07% | 6.79% | 16 | +268,521 | 53.67% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 716,920 | 45,954 | 0.01% | 0.01% | 17 | -17,688 | -2.41% | Q1 2026 | May 15, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 716,389 | 45,920 | 0.63% | 0.81% | 18 | -3,458 | -0.48% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 693,028 | 44,423 | 0.01% | 0.01% | 19 | -5,836 | -0.84% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Reduced | 669,053 | 42,719 | 0.04% | 0.08% | 20 | -211,486 | -24.02% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 615,193 | 39,433 | 0.01% | 0.01% | 21 | +4,839 | 0.79% | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 609,892 | 39,094 | 0.06% | 0.09% | 22 | +19,031 | 3.22% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 563,486 | 36,119 | 0.0% | 0.0% | 23 | -137,118 | -19.57% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 518,704 | 33,248 | 0.01% | 0.01% | 24 | +1,247 | 0.24% | Q1 2026 | May 05, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 484,421 | 31,051 | 0.17% | — | 25 | +484,421 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 480,582 | 30,805 | 0.0% | 0.01% | 26 | -103,045 | -17.66% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 428,618 | 27,474 | 0.11% | 0.05% | 27 | +229,879 | 115.67% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 398,119 | 25,519 | 0.03% | 0.03% | 28 | +51,688 | 14.92% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 380,206 | 24,371 | 0.01% | — | 29 | +380,206 | New | Q1 2026 | May 08, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 372,542 | 23,879 | 0.24% | 0.1% | 30 | +261,132 | 234.39% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 354,363 | 22,714 | 0.0% | 0.0% | 31 | -110,371 | -23.75% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 350,269 | 22,452 | 0.12% | 0.16% | 32 | +6,542 | 1.9% | Q1 2026 | Apr 22, 2026 |
| Nuveen, LLC | History | Reduced | 339,087 | 21,735 | 0.01% | 0.01% | 33 | -194,996 | -36.51% | Q1 2026 | Apr 30, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 324,170 | 20,779 | 0.07% | 0.08% | 34 | +10,576 | 3.37% | Q1 2026 | May 08, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 309,716 | 19,853 | 0.06% | — | 35 | +309,716 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 295,285 | 19,202 | 0.0% | 0.0% | 36 | +154,726 | 110.08% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 294,453 | 18,874 | 0.01% | 0.02% | 37 | -129,776 | -30.59% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 290,641 | 18,630 | 0.0% | 0.01% | 38 | -71,102 | -19.66% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 284,700 | 18,249 | 0.04% | 0.03% | 39 | +121,100 | 74.02% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 270,713 | 17,352 | 0.01% | 0.01% | 40 | +5,354 | 2.02% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 270,566 | 17,343 | 0.07% | 0.09% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 226,399 | 14,512 | 0.01% | 0.01% | 42 | +53,231 | 30.74% | Q1 2026 | May 04, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 222,924 | 14,289 | 0.8% | 1.02% | 43 | +8,929 | 4.17% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 221,421 | 14,193 | 0.01% | 0.0% | 44 | +144,618 | 188.3% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 203,144 | 13,021 | 0.02% | 0.07% | 45 | -524,624 | -72.09% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 187,081 | 11,991 | 0.0% | 0.0% | 46 | +80,418 | 75.39% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 181,908 | 11,660 | 0.0% | 0.0% | 47 | +26,165 | 16.8% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 176,313 | 11,301 | 0.01% | 0.01% | 48 | +3,683 | 2.13% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 171,276 | 10,978 | 0.09% | — | 49 | +171,276 | New | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 170,165 | 10,907 | 0.0% | 0.01% | 50 | -88,439 | -34.2% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 158,933 | 10,187 | 0.01% | 0.01% | 51 | +29,560 | 22.85% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 154,017 | 9,635 | 0.02% | 0.06% | 52 | -261,859 | -62.97% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 111,546 | 9,628 | 0.0% | 0.0% | 53 | +3,377 | 3.12% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 144,231 | 9,245 | 0.06% | 0.09% | 54 | -18,034 | -11.11% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 141,299 | 9,057 | 0.03% | 0.03% | 55 | +28,601 | 25.38% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 137,128 | 8,789 | 0.01% | 0.02% | 56 | -25,500 | -15.68% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 136,554 | 8,753 | 0.0% | 0.01% | 57 | +4,565 | 3.46% | Q1 2026 | May 11, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 133,486 | 8,556 | 0.48% | 0.5% | 58 | +33,309 | 33.25% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 132,414 | 8,487 | 0.03% | 0.06% | 59 | -60,265 | -31.28% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 132,368 | 8,484 | 0.03% | 0.03% | 60 | +14,845 | 12.63% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 128,478 | 8,235 | 0.01% | 0.02% | 61 | -8,957 | -6.52% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 125,548 | 8,047 | 0.0% | 0.0% | 62 | +13,637 | 12.19% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 115,113 | 7,378 | 0.01% | 0.01% | 63 | +30,648 | 36.28% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 109,102 | 6,993 | 0.0% | 0.0% | 64 | +70,904 | 185.62% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 107,707 | 6,904 | 0.0% | 0.01% | 65 | -3,400 | -3.06% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 107,475 | 6,889 | 0.0% | 0.01% | 66 | +90 | 0.08% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 104,588 | 6,704 | 0.0% | 0.0% | 67 | +96,095 | 1131.46% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 104,088 | 6,672 | 0.01% | — | 68 | +104,088 | New | Q1 2026 | May 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 100,774 | 6,459 | 0.02% | 0.03% | 69 | -755 | -0.74% | Q1 2026 | Apr 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 93,826 | 6,014 | 0.01% | 0.01% | 70 | +10,574 | 12.7% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 93,698 | 6,006 | 0.0% | 0.0% | 71 | +2,310 | 2.53% | Q1 2026 | May 15, 2026 |
| Candriam S.C.A. | History | Added to | 92,725 | 5,943 | 0.03% | 0.03% | 72 | +13,376 | 16.86% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 83,563 | 5,356 | 0.0% | 0.0% | 73 | -13,226 | -13.66% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 61,284 | 5,290 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 82,203 | 5,269 | 0.0% | 0.0% | 75 | +14,809 | 21.97% | Q1 2026 | May 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 80,300 | 5,104 | 0.0% | 0.0% | 76 | +25,117 | 45.52% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 78,979 | 5,062 | 0.0% | 0.0% | 77 | +2,645 | 3.47% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 76,181 | 4,883 | 0.01% | 0.0% | 78 | +61,335 | 413.14% | Q1 2026 | May 15, 2026 |
| Ruffer LLP | History | Reduced | 73,047 | 4,695 | 0.19% | 0.32% | 79 | -7,349 | -9.14% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 72,764 | 4,664 | 0.01% | 0.0% | 80 | +56,661 | 351.87% | Q1 2026 | Apr 16, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 69,308 | 4,443 | 0.01% | 0.01% | 81 | -2,137 | -2.99% | Q1 2026 | Apr 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 69,073 | 4,427 | 0.08% | 0.04% | 82 | +45,953 | 198.76% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 67,281 | 4,312 | 0.01% | 0.0% | 83 | +66,701 | 11500.17% | Q1 2026 | May 01, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 65,452 | 4,195 | 0.63% | — | 84 | +65,452 | New | Q1 2026 | Apr 27, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 65,161 | 4,176 | 0.01% | — | 85 | +65,161 | New | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | New | 63,336 | 4,059 | 0.13% | — | 86 | +63,336 | New | Q1 2026 | May 18, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 63,142 | 4,047 | 0.0% | 0.0% | 87 | +9,988 | 18.79% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 63,004 | 4,039 | 0.0% | 0.0% | 88 | +8,437 | 15.46% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 57,521 | 3,687 | 0.0% | — | 89 | +57,521 | New | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 56,086 | 3,595 | 0.01% | 0.01% | 90 | -10,751 | -16.09% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 55,638 | 3,566 | 0.02% | 0.02% | 91 | -2,392 | -4.12% | Q1 2026 | May 14, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 52,347 | 3,355 | 0.15% | 0.08% | 92 | +30,759 | 142.48% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 50,540 | 3,239 | 0.0% | 0.02% | 93 | -291,726 | -85.23% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 50,210 | 3,218 | 0.0% | — | 94 | +50,210 | New | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 50,128 | 3,213 | 0.01% | 0.01% | 95 | +13,604 | 37.25% | Q1 2026 | May 07, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 49,649 | 3,182 | 0.0% | — | 96 | +49,649 | New | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 48,448 | 3,105 | 0.07% | 0.11% | 97 | -4,671 | -8.79% | Q1 2026 | Apr 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 48,403 | 3,102 | 0.02% | 0.03% | 98 | +5,882 | 13.83% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 48,100 | 3,083 | 0.05% | 0.04% | 99 | +32,505 | 208.43% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 46,824 | 3,001 | 0.0% | 0.0% | 100 | -300,955 | -86.54% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | New | 44,900 | 2,878 | 0.3% | — | 101 | +44,900 | New | Q1 2026 | May 15, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 44,280 | 2,838 | 0.3% | 0.38% | 102 | +3,052 | 7.4% | Q1 2026 | May 06, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 42,100 | 2,754 | 0.0% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 42,808 | 2,743 | 0.0% | 0.01% | 104 | -152,161 | -78.04% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 42,604 | 2,730 | 0.03% | 0.03% | 105 | +18,631 | 77.72% | Q1 2026 | May 05, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 42,000 | 2,692 | 0.58% | — | 106 | +42,000 | New | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 40,152 | 2,573 | 0.0% | 0.0% | 107 | -18,543 | -31.59% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 39,121 | 2,507 | 0.0% | 0.0% | 108 | -11,319 | -22.44% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 38,500 | 2,467 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 37,702 | 2,416 | 0.0% | 0.0% | 110 | -26,817 | -41.56% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 36,848 | 2,361 | 0.01% | 0.01% | 111 | +1,823 | 5.2% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 35,889 | 2,300 | 0.0% | 0.01% | 112 | -195,512 | -84.49% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 35,700 | 2,288 | 0.0% | 0.0% | 113 | -1,737 | -4.64% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 34,708 | 2,224 | 0.1% | 0.13% | 114 | -1,286 | -3.57% | Q1 2026 | May 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 34,131 | 2,187 | 0.32% | 0.43% | 115 | -1,076 | -3.06% | Q1 2026 | Apr 20, 2026 |
| Mubadala Investment Co PJSC | History | New | 34,074 | 2,184 | 0.01% | — | 116 | +34,074 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 33,590 | 2,156 | 0.0% | 0.01% | 117 | +305 | 0.92% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 31,534 | 2,021 | 0.0% | 0.01% | 118 | -698 | -2.17% | Q1 2026 | May 15, 2026 |
| Robeco Schweiz AG | History | Reduced | 31,404 | 2,012 | 0.04% | 0.15% | 119 | -44,758 | -58.77% | Q1 2026 | May 07, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 30,497 | 1,954 | 0.0% | 0.0% | 120 | +1,869 | 6.53% | Q1 2026 | Apr 21, 2026 |
| Bridge City Capital, LLC | History | Added to | 30,407 | 1,949 | 0.54% | 0.56% | 121 | +8,405 | 38.2% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 30,026 | 1,924 | 0.01% | 0.01% | 122 | +2,707 | 9.91% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 29,959 | 1,920 | 0.08% | 0.1% | 123 | +650 | 2.22% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 29,275 | 1,876 | 0.01% | 0.02% | 124 | -91 | -0.31% | Q1 2026 | May 01, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 21,700 | 1,873 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 28,257 | 1,811 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 27,941 | 1,791 | 0.0% | 0.0% | 127 | +2,451 | 9.62% | Q1 2026 | May 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,200 | 1,743 | 0.01% | 0.01% | 128 | +3,300 | 13.81% | Q1 2026 | Apr 29, 2026 |
| CLARK ESTATES INC/NY | History | No change | 27,138 | 1,739 | 0.42% | 0.57% | 129 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 26,885 | 1,723 | 0.1% | 0.13% | 130 | -158 | -0.58% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 26,830 | 1,719 | 0.0% | 0.0% | 131 | +10,974 | 69.21% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 26,646 | 1,708 | 0.0% | 0.01% | 132 | -134,196 | -83.43% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 26,410 | 1,692 | 0.0% | — | 133 | +26,410 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 25,624 | 1,642 | 0.0% | 0.01% | 134 | -20,410 | -44.34% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 25,595 | 1,640 | 0.0% | 0.0% | 135 | -695 | -2.64% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 24,866 | 1,593 | 0.0% | 0.0% | 136 | +5,855 | 30.8% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 24,323 | 1,559 | 0.02% | 0.05% | 137 | -37,633 | -60.74% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 23,701 | 1,519 | 0.0% | 0.02% | 138 | -493,848 | -95.42% | Q1 2026 | May 18, 2026 |
| AMALGAMATED BANK | History | Reduced | 23,647 | 1,516 | 0.01% | 0.01% | 139 | -90 | -0.38% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 23,342 | 1,496 | 0.12% | 0.11% | 140 | +6,394 | 37.73% | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 22,825 | 1,463 | 0.04% | 0.06% | 141 | -409 | -1.76% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 22,055 | 1,413 | 0.01% | 0.02% | 142 | -9,230 | -29.5% | Q1 2026 | May 01, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 21,900 | 1,404 | 0.0% | — | 143 | +21,900 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 21,736 | 1,393 | 0.0% | 0.0% | 144 | -81,150 | -78.87% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 21,127 | 1,354 | 0.0% | 0.0% | 145 | +3,415 | 19.28% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 20,905 | 1,340 | 0.02% | 0.02% | 146 | -2,547 | -10.86% | Q1 2026 | May 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,986 | 1,217 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,767 | 1,202 | 0.01% | 0.01% | 148 | +7,017 | 59.72% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,055 | 1,093 | 0.01% | 0.02% | 149 | -1,345 | -7.31% | Q1 2026 | Apr 24, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,768 | 1,074 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 16,258 | 1,042 | 0.0% | 0.01% | 151 | +1,006 | 6.6% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 15,800 | 1,012 | 0.02% | 0.02% | 152 | +200 | 1.28% | Q1 2026 | Apr 20, 2026 |
| AlphaQuest LLC | History | No change | 11,639 | 1,004 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 15,524 | 995 | 0.0% | 0.0% | 154 | +5,659 | 57.36% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 15,388 | 986 | 0.0% | 0.01% | 155 | -4,772 | -23.67% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,151 | 971 | 0.0% | 0.0% | 156 | -399 | -2.57% | Q1 2026 | May 01, 2026 |
| Arizona State Retirement System | History | Reduced | 14,966 | 959 | 0.01% | 0.01% | 157 | -766 | -4.87% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 14,714 | 943 | 0.0% | — | 158 | +14,714 | New | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,416 | 924 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,376 | 921 | 0.01% | 0.01% | 160 | -1,073 | -6.95% | Q1 2026 | Apr 29, 2026 |
| Radnor Capital Management, LLC | History | No change | 14,275 | 915 | 0.14% | 0.18% | 161 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Empirical Finance, LLC | History | No change | 14,190 | 909 | 0.04% | 0.06% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 14,019 | 898 | 0.0% | 0.01% | 163 | -18,443 | -56.81% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,831 | 886 | 0.0% | 0.0% | 164 | -311 | -2.2% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,667 | 876 | 0.0% | 0.01% | 165 | -434 | -3.08% | Q1 2026 | May 01, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 13,425 | 861 | 0.05% | — | 166 | +13,425 | New | Q1 2026 | May 08, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 13,198 | 845 | 0.15% | 0.22% | 167 | +1,098 | 9.07% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Reduced | 13,117 | 840 | 0.0% | 0.0% | 169 | -947 | -6.73% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 13,118 | 840 | 0.0% | 0.01% | 168 | -200 | -1.5% | Q1 2026 | May 04, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 13,061 | 837 | 0.0% | 0.0% | 170 | -5,434 | -29.38% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 12,801 | 820 | 0.13% | 0.36% | 171 | -5,841 | -31.33% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 12,473 | 799 | 0.01% | 0.0% | 172 | +9,828 | 371.57% | Q1 2026 | May 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 12,400 | 795 | 0.02% | 0.03% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| South Dakota Investment Council | History | No change | 12,364 | 793 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 12,220 | 783 | 0.01% | 0.01% | 175 | -387 | -3.07% | Q1 2026 | May 08, 2026 |
| Bridgewater Associates, LP | History | Reduced | 12,116 | 776 | 0.0% | 0.02% | 176 | -43,209 | -78.1% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 12,044 | 772 | 0.07% | — | 177 | +12,044 | New | Q1 2026 | May 12, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 11,461 | 734 | 0.01% | 0.02% | 178 | -7,133 | -38.36% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 11,355 | 727 | 0.0% | 0.0% | 179 | -3,294 | -22.49% | Q1 2026 | May 14, 2026 |
| Artemis Investment Management LLP | History | New | 11,317 | 725 | 0.01% | — | 180 | +11,317 | New | Q1 2026 | Apr 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,124 | 713 | 0.01% | 0.01% | 181 | -100 | -0.89% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,626 | 681 | 0.08% | — | 182 | +10,626 | New | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 10,546 | 675 | 0.0% | 0.01% | 183 | -7,485 | -41.51% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,462 | 670 | 0.0% | 0.0% | 184 | -374 | -3.45% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 10,355 | 663 | 0.01% | — | 186 | +10,355 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 10,354 | 663 | 0.0% | 0.01% | 185 | -80 | -0.77% | Q1 2026 | Apr 14, 2026 |
| Liberty Capital Management, Inc. | History | No change | 7,656 | 660 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,098 | 647 | 0.0% | 0.0% | 189 | -2,519 | -19.97% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 10,099 | 647 | 0.01% | 0.01% | 188 | +1,431 | 16.51% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Reduced | 9,815 | 629 | 0.0% | 0.0% | 190 | -773 | -7.3% | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 9,508 | 609 | 0.01% | — | 191 | +9,508 | New | Q1 2026 | Apr 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,402 | 602 | 0.0% | 0.01% | 192 | -112,301 | -92.27% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,217 | 591 | 0.0% | 0.0% | 193 | -1,574 | -14.59% | Q1 2026 | Apr 22, 2026 |
| Vestcor Inc | History | No change | 9,105 | 584 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Freestone Grove Partners LP | History | Reduced | 8,973 | 575 | 0.0% | 0.15% | 195 | -226,647 | -96.19% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 8,914 | 571 | 0.0% | 0.08% | 196 | -263,361 | -96.73% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 8,855 | 567 | 0.01% | 0.01% | 197 | -232 | -2.55% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,657 | 554 | 0.0% | 0.0% | 199 | +579 | 7.17% | Q1 2026 | Apr 22, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,660 | 554 | 0.01% | 0.01% | 198 | -240 | -2.7% | Q1 2026 | Apr 20, 2026 |
| XPONANCE LLC | History | Added to | 8,342 | 534 | 0.0% | 0.0% | 200 | +1,309 | 18.61% | Q1 2026 | May 13, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 8,300 | 532 | 0.04% | 0.05% | 201 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,138 | 521 | 0.0% | 0.0% | 202 | -2,159 | -20.97% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 8,096 | 518 | 0.01% | 0.0% | 203 | +3,975 | 96.46% | Q1 2026 | May 05, 2026 |
| Inspire Investing, LLC | History | Reduced | 7,997 | 512 | 0.04% | 0.15% | 204 | -11,637 | -59.27% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,984 | 511 | 0.0% | 0.0% | 205 | +1,553 | 24.15% | Q1 2026 | May 05, 2026 |
| AIA Group Ltd | History | No change | 7,884 | 505 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 7,854 | 503 | 0.03% | 0.04% | 207 | +24 | 0.31% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Added to | 7,751 | 496 | 0.01% | 0.01% | 208 | +1,563 | 25.26% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 7,693 | 493 | 0.0% | 0.0% | 209 | -3,193 | -29.33% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,686 | 479 | 0.0% | 0.0% | 210 | -4,284 | -35.79% | Q1 2026 | Apr 08, 2026 |
| JLB & ASSOCIATES INC | History | Added to | 7,210 | 462 | 0.07% | 0.07% | 211 | +1,003 | 16.16% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | New | 7,115 | 456 | 0.0% | — | 212 | +7,115 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 7,031 | 450 | 0.0% | 0.0% | 213 | +225 | 3.31% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,788 | 435 | 0.01% | 0.01% | 214 | +3,359 | 97.96% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 6,719 | 430 | 0.04% | 0.04% | 215 | +1,410 | 26.56% | Q1 2026 | Apr 24, 2026 |
| Capula Management Ltd | History | New | 6,590 | 422 | 0.0% | — | 216 | +6,590 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 6,576 | 421 | 0.0% | 0.0% | 217 | -5,957 | -47.53% | Q1 2026 | May 14, 2026 |
| 1492 Capital Management LLC | History | Added to | 6,131 | 392 | 0.15% | 0.12% | 218 | +2,355 | 62.37% | Q1 2026 | Apr 22, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 6,086 | 390 | 0.0% | 0.0% | 219 | +3,406 | 127.09% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 6,058 | 388 | 0.01% | 0.02% | 220 | -3,483 | -36.51% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Reduced | 5,729 | 367 | 0.14% | 0.23% | 221 | -1,467 | -20.39% | Q1 2026 | May 05, 2026 |
| Optimize Financial Inc | History | New | 5,681 | 364 | 0.18% | — | 222 | +5,681 | New | Q1 2026 | May 12, 2026 |
| DRW Securities, LLC | History | New | 5,504 | 352 | 0.0% | — | 223 | +5,504 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 5,453 | 349 | 0.0% | 0.0% | 224 | -11,138 | -67.13% | Q1 2026 | May 13, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 5,419 | 347 | 0.26% | 0.36% | 225 | -133 | -2.4% | Q1 2026 | May 05, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 5,369 | 344 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | Added to | 5,233 | 335 | 0.0% | 0.0% | 227 | +2,824 | 117.23% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 3,853 | 332 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kendall Capital Management | History | Added to | 5,120 | 328 | 0.07% | 0.06% | 229 | +1,650 | 47.55% | Q1 2026 | Apr 24, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 5,088 | 326 | 0.0% | 0.0% | 230 | +879 | 20.88% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 3,747 | 323 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 5,027 | 322 | 0.0% | 0.0% | 232 | +316 | 6.71% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 4,861 | 311 | 0.0% | 0.0% | 233 | +475 | 10.83% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 4,845 | 310 | 0.03% | 0.04% | 234 | -330 | -6.38% | Q1 2026 | Apr 15, 2026 |
| Legato Capital Management LLC | History | Reduced | 4,830 | 309 | 0.03% | 0.13% | 235 | -12,122 | -71.51% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 4,686 | 300 | 0.01% | — | 236 | +4,686 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,619 | 296 | 0.0% | 0.0% | 237 | -2,132 | -31.58% | Q1 2026 | May 08, 2026 |
| CSS LLC/IL | History | Reduced | 4,548 | 291 | 0.01% | 0.02% | 238 | -609 | -11.81% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 4,351 | 279 | 0.0% | 0.0% | 239 | -9,535 | -68.67% | Q1 2026 | Apr 30, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 4,332 | 277 | 0.03% | 0.04% | 240 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,288 | 274 | 0.0% | 0.0% | 241 | +475 | 12.46% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 4,071 | 261 | 0.01% | — | 242 | +4,071 | New | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Reduced | 4,000 | 256 | 0.01% | 0.1% | 243 | -30,404 | -88.37% | Q1 2026 | May 12, 2026 |
| denkapparat Operations GmbH | History | No change | 3,964 | 254 | 0.11% | 0.19% | 244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,959 | 253 | 0.01% | 0.01% | 245 | -100 | -2.46% | Q1 2026 | May 01, 2026 |
| AXQ CAPITAL, LP | History | New | 3,907 | 250 | 0.03% | — | 246 | +3,907 | New | Q1 2026 | May 13, 2026 |
| Neo Ivy Capital Management | History | New | 3,899 | 249 | 0.07% | — | 247 | +3,899 | New | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | Added to | 3,824 | 245 | 0.05% | 0.06% | 248 | +125 | 3.38% | Q1 2026 | May 05, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,742 | 239 | 0.0% | 0.0% | 249 | -4,828 | -56.34% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Added to | 3,683 | 236 | 0.0% | 0.0% | 250 | +637 | 20.91% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,614 | 231 | 0.0% | 0.01% | 251 | -1,302 | -26.48% | Q1 2026 | May 18, 2026 |
| State of Wyoming | History | Reduced | 3,549 | 227 | 0.03% | 0.1% | 252 | -7,155 | -66.84% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 3,416 | 218 | 0.01% | — | 253 | +3,416 | New | Q1 2026 | Apr 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,240 | 207 | 0.0% | 0.0% | 254 | +277 | 9.35% | Q1 2026 | Apr 27, 2026 |
| Marex Group plc | History | New | 3,226 | 206 | 0.0% | — | 256 | +3,226 | New | Q1 2026 | May 13, 2026 |
| Blackstone Inc. | History | New | 3,217 | 206 | 0.0% | — | 255 | +3,217 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,191 | 204 | 0.0% | — | 257 | +3,191 | New | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,069 | 196 | 0.01% | 0.01% | 258 | -733 | -19.28% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,462 | 157 | 0.03% | — | 259 | +2,462 | New | Q1 2026 | May 11, 2026 |
| Avanza Fonder AB | History | Reduced | 2,398 | 153 | 0.0% | 0.01% | 260 | -583 | -19.56% | Q1 2026 | Apr 15, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 2,362 | 151 | 0.02% | 0.03% | 261 | -20 | -0.84% | Q1 2026 | Apr 07, 2026 |
| STRS OHIO | History | Reduced | 2,300 | 147 | 0.0% | 0.0% | 262 | -1,700 | -42.5% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,817 | 116 | 0.0% | 0.01% | 263 | -78 | -4.12% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 1,786 | 114 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,732 | 111 | 0.01% | 0.01% | 265 | +210 | 13.8% | Q1 2026 | Apr 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,654 | 106 | 0.01% | 0.01% | 266 | +386 | 30.44% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,321 | 84 | 0.0% | 0.0% | 267 | +168 | 14.57% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,217 | 78 | 0.0% | 0.0% | 268 | -422 | -25.75% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,223 | 78 | 0.0% | 0.0% | 269 | -214 | -14.89% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,206 | 77 | 0.0% | 0.0% | 270 | -368 | -23.38% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,150 | 73 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PALLADIEM, LLC | History | No change | 975 | 64 | 0.06% | 0.08% | 272 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Added to | 984 | 63 | 0.0% | 0.0% | 273 | +58 | 6.26% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 896 | 58 | 0.0% | 0.0% | 274 | +384 | 75.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 906 | 58 | 0.04% | 0.06% | 275 | -326 | -26.46% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 884 | 56 | 0.0% | 0.0% | 276 | -775 | -46.71% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 836 | 53 | 0.0% | — | 277 | +836 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 803 | 51 | 0.0% | 0.0% | 278 | -85 | -9.57% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 800 | 51 | 0.01% | 0.02% | 279 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 752 | 48 | 0.0% | 0.0% | 281 | +497 | 194.9% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 755 | 48 | 0.0% | 0.0% | 280 | +49 | 6.94% | Q1 2026 | May 01, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 721 | 46 | 0.02% | 0.04% | 282 | -233 | -24.42% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 639 | 40 | 0.0% | 0.0% | 283 | -343 | -34.93% | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | No change | 631 | 40 | 0.0% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Arax Advisory Partners | History | Reduced | 615 | 39 | 0.0% | 0.0% | 286 | -916 | -59.83% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 620 | 39 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 462 | 39 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 515 | 32 | 0.0% | 0.0% | 288 | +27 | 5.53% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 470 | 30 | 0.0% | 0.0% | 289 | -57 | -10.82% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 465 | 29 | 0.0% | — | 291 | +465 | New | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 455 | 29 | 0.0% | 0.0% | 290 | +2 | 0.44% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 451 | 28 | 0.0% | 0.0% | 292 | -17 | -3.63% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 409 | 26 | 0.0% | 0.01% | 293 | -1,692 | -80.53% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 384 | 24 | 0.02% | 0.01% | 294 | -67 | -14.86% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 369 | 23 | 0.0% | 0.0% | 295 | +204 | 123.64% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 347 | 22 | 0.0% | 0.0% | 297 | +200 | 136.05% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 354 | 22 | 0.0% | 0.0% | 296 | -13 | -3.54% | Q1 2026 | Apr 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 332 | 21 | 0.0% | 0.0% | 298 | +291 | 709.76% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 313 | 19 | 0.0% | 0.0% | 299 | +29 | 10.21% | Q1 2026 | Apr 07, 2026 |
| LRI Investments, LLC | History | Reduced | 286 | 18 | 0.0% | 0.01% | 300 | -893 | -75.74% | Q1 2026 | Apr 30, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 267 | 17 | 0.01% | — | 301 | +267 | New | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 236 | 15 | 0.0% | 0.0% | 302 | -2,717 | -92.01% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Reduced | 239 | 15 | 0.01% | 0.02% | 305 | -573 | -70.57% | Q1 2026 | May 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 183 | 15 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 240 | 15 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 231 | 14 | 0.0% | 0.0% | 306 | -13 | -5.33% | Q1 2026 | Apr 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 182 | 12 | 0.0% | 0.0% | 307 | -64 | -26.02% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 199 | 12 | 0.0% | 0.0% | 308 | -40 | -16.74% | Q1 2026 | Apr 24, 2026 |
| SouthState Bank Corp | History | Reduced | 186 | 11 | 0.0% | 0.0% | 309 | -7 | -3.63% | Q1 2026 | May 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 156 | 10 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ares Financial Consulting, LLC | History | New | 144 | 9 | 0.01% | — | 314 | +144 | New | Q1 2026 | Apr 02, 2026 |
| Tacita Capital Inc | History | New | 141 | 9 | 0.01% | — | 313 | +141 | New | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 142 | 9 | 0.0% | 0.0% | 311 | +6 | 4.41% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | No change | 154 | 9 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 120 | 7 | 0.0% | 0.01% | 317 | -119 | -49.79% | Q1 2026 | Apr 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 117 | 7 | 0.0% | 0.0% | 316 | +55 | 88.71% | Q1 2026 | May 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 118 | 7 | 0.0% | 0.0% | 315 | -9 | -7.09% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 100 | 6 | 0.0% | 0.0% | 318 | -339 | -77.22% | Q1 2026 | May 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 92 | 6 | 0.0% | — | 322 | +92 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 104 | 6 | 0.0% | 0.0% | 320 | -75 | -41.9% | Q1 2026 | May 08, 2026 |
| Anchor Investment Management, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 100 | 6 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 87 | 5 | 0.0% | 0.0% | 323 | -232 | -72.73% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 82 | 5 | 0.0% | — | 326 | +82 | New | Q1 2026 | Apr 29, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 80 | 5 | 0.0% | 0.0% | 325 | -23 | -22.33% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 62 | 4 | 0.0% | 0.02% | 330 | -574 | -90.25% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | New | 67 | 4 | 0.0% | — | 331 | +67 | New | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Reduced | 69 | 4 | 0.0% | 0.0% | 329 | -8 | -10.39% | Q1 2026 | Apr 22, 2026 |
| Smithfield Trust Co | History | No change | 55 | 4 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ASSETMARK, INC | History | Reduced | 61 | 3 | 0.0% | 0.0% | 333 | -70 | -53.44% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 54 | 3 | 0.0% | — | 334 | +54 | New | Q1 2026 | May 11, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 47 | 3 | 0.0% | — | 335 | +47 | New | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 51 | 3 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 41 | 2 | 0.0% | 0.0% | 337 | -14 | -25.45% | Q1 2026 | Apr 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 46 | 2 | 0.0% | 0.0% | 340 | +8 | 21.05% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 44 | 2 | 0.0% | 0.0% | 336 | -1 | -2.22% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 33 | 2 | 0.0% | 0.0% | 339 | -1 | -2.94% | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 36 | 2 | 0.0% | 0.0% | 341 | -1 | -2.7% | Q1 2026 | Apr 20, 2026 |
| WealthCollab, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 343 | -947 | -97.93% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | Reduced | 30 | 1 | 0.0% | 0.01% | 351 | -236 | -88.72% | Q1 2026 | Apr 30, 2026 |
| Quarry LP | History | Reduced | 28 | 1 | 0.0% | 0.0% | 347 | -95 | -77.24% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Reduced | 24 | 1 | 0.0% | 0.0% | 349 | -31 | -56.36% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | New | 22 | 1 | 0.0% | — | 352 | +22 | New | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 19 | 1 | 0.0% | — | 353 | +19 | New | Q1 2026 | May 07, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 16 | 1 | 0.0% | — | 354 | +16 | New | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 344 | -8 | -33.33% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 20 | 1 | 0.0% | 0.0% | 350 | +6 | 42.86% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 346 | +1 | 4.17% | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 21 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -181,565 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.6% | — | -145,014 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -60,361 | -100.0% | Q1 2026 | May 07, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.02% | — | -53,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -44,761 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -37,245 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,312 | -100.0% | Q1 2026 | May 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -29,029 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -21,983 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.7% | — | -19,856 | -100.0% | Q1 2026 | May 15, 2026 |
| Dean Capital Management | History | Closed out | 0 | 0 | — | 0.73% | — | -19,743 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,300 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,129 | -100.0% | Q1 2026 | May 13, 2026 |
| Keeler Thomas Management LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -17,133 | -100.0% | Q1 2026 | May 11, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -16,606 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -12,074 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Polaris Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,900 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 13 | 0 | — | 0.01% | — | -9,586 | -99.86% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,114 | -100.0% | Q1 2026 | May 14, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.56% | — | -8,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,944 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,747 | -100.0% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,503 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -6,242 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -6,157 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,418 | -100.0% | Q1 2026 | May 14, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,863 | -100.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,675 | -100.0% | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,631 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,533 | -100.0% | Q1 2026 | May 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -4,500 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,876 | -100.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,566 | -100.0% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,387 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,308 | -100.0% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,036 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,003 | -100.0% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,994 | -100.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,919 | -100.0% | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,895 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,861 | -100.0% | Q1 2026 | May 04, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,653 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,575 | -100.0% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,540 | -100.0% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,463 | -100.0% | Q1 2026 | Apr 27, 2026 |
| McLean Asset Management Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -2,453 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Verus Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,248 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,637 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,033 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 08, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 04, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -27 | -64.29% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 14, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 11 | 0 | — | 0.0% | — | -11 | -50.0% | Q1 2026 | Apr 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -7 | -33.33% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 12 | 0 | — | — | — | +5 | 71.43% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 17, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 15 | 0 | — | — | — | +4 | 36.36% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 08, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 27, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Trust Co | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |