MEDICAL PROPERTIES TRUST INC - MPT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 75,297,881 | 348,629 | 0.01% | 0.01% | 1 | -519,363 | -0.69% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 67,590,052 | 337,950 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 43,084,764 | 199,482 | 0.01% | — | 3 | +43,084,764 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 25,561,209 | 120,665 | 0.0% | 0.0% | 4 | -685,609 | -2.61% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 20,835,567 | 96,468 | 0.0% | — | 5 | +20,835,567 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 11,980,733 | 55,470 | 0.01% | 0.01% | 6 | -62,724 | -0.52% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 11,057,099 | 51,194 | 0.02% | 0.04% | 7 | -2,358,168 | -17.58% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 9,981,922 | 46,227 | 0.0% | 0.0% | 8 | +268,356 | 2.76% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,709,033 | 44,952 | 0.01% | 0.01% | 9 | -1,398,553 | -12.59% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 8,400,722 | 38,895 | 0.03% | 0.03% | 10 | +4,535,039 | 117.32% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,437,426 | 34,433 | 0.01% | 0.01% | 11 | +88,725 | 1.21% | Q1 2026 | May 07, 2026 |
| WILSEY ASSET MANAGEMENT INC | History | Added to | 7,348,752 | 34,024 | 5.33% | 4.55% | 12 | +1,493,755 | 25.51% | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Reduced | 6,734,293 | 31,179 | 0.0% | 0.0% | 13 | -5,220,570 | -43.67% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 6,690,572 | 30,977 | 0.17% | — | 14 | +6,690,572 | New | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 6,487,372 | 30,036 | 0.03% | 0.03% | 15 | -367,334 | -5.36% | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | New | 6,376,350 | 29,522 | 0.34% | — | 16 | +6,376,350 | New | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 6,313,114 | 29,229 | 0.01% | 0.01% | 17 | -274,229 | -4.16% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 5,609,083 | 25,970 | 0.01% | 0.01% | 18 | -113,562 | -1.98% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,220,172 | 24,169 | 0.0% | 0.0% | 19 | +149,155 | 2.94% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 4,432,000 | 22,160 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COATUE MANAGEMENT LLC | History | No change | 4,525,398 | 20,952 | 0.07% | 0.06% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,392,344 | 20,336 | 0.04% | 0.06% | 22 | -2,521,015 | -36.47% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,686,801 | 17,069 | 0.01% | 0.01% | 23 | +1,063,699 | 40.55% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,672,834 | 17,005 | 0.0% | 0.0% | 24 | +190,724 | 5.48% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 3,377,823 | 15,639 | 0.0% | 0.0% | 25 | -235,337 | -6.51% | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 3,026,899 | 14,014 | 0.0% | — | 26 | +3,026,899 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 2,859,831 | 13,241 | 0.0% | 0.0% | 27 | +779,424 | 37.46% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,530,506 | 11,716 | 0.01% | 0.01% | 28 | -809,879 | -24.25% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,390,354 | 11,067 | 0.01% | 0.01% | 29 | +47,170 | 2.01% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,075,457 | 9,464 | 0.0% | 0.0% | 30 | +269,556 | 14.93% | Q1 2026 | May 13, 2026 |
| Weiss Asset Management LP | History | Reduced | 2,000,000 | 9,260 | 0.16% | 0.56% | 31 | -5,948,401 | -74.84% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,907,558 | 8,831 | 0.0% | 0.0% | 32 | +1,319,526 | 224.4% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,893,361 | 8,766 | 0.0% | 0.01% | 33 | -1,915,699 | -50.29% | Q1 2026 | May 11, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 1,791,000 | 8,292 | 0.1% | 0.13% | 34 | +15,000 | 0.84% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,783,353 | 8,256 | 0.0% | 0.0% | 35 | +95,708 | 5.67% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 1,764,565 | 8,169 | 0.03% | 0.03% | 36 | +56,272 | 3.29% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,669,000 | 7,727 | 0.0% | 0.0% | 37 | -2,453,718 | -59.52% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,522,327 | 7,048 | 0.01% | 0.01% | 38 | +466,743 | 44.22% | Q1 2026 | Apr 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,433,014 | 6,634 | 0.0% | 0.0% | 39 | -108,688 | -7.05% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 1,319,026 | 6,115 | 0.01% | 0.01% | 40 | -18,658 | -1.39% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,294,800 | 5,994 | 0.0% | 0.0% | 41 | +438,200 | 51.16% | Q1 2026 | May 05, 2026 |
| Walleye Trading LLC | History | Reduced | 1,263,091 | 5,848 | 0.01% | 0.01% | 42 | -619,737 | -32.92% | Q1 2026 | May 08, 2026 |
| APG Asset Management US Inc. | History | New | 1,228,345 | 5,699 | 0.04% | — | 43 | +1,228,345 | New | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Added to | 1,154,700 | 5,346 | 0.01% | 0.0% | 44 | +651,400 | 129.43% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,101,686 | 5,105 | 0.0% | 0.0% | 45 | -15,014 | -1.34% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 1,007,400 | 4,664 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 983,804 | 4,555 | 0.01% | 0.02% | 47 | -821,226 | -45.5% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 964,490 | 4,465 | 0.01% | 0.0% | 48 | +514,238 | 114.21% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | New | 955,052 | 4,421 | 0.0% | — | 49 | +955,052 | New | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 953,198 | 4,413 | 0.0% | 0.0% | 50 | +36,322 | 3.96% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 874,340 | 4,048 | 0.02% | 0.02% | 51 | -262,455 | -23.09% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 845,368 | 3,914 | 0.0% | 0.0% | 52 | +144,325 | 20.59% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 771,209 | 3,571 | 0.01% | 0.0% | 53 | +324,899 | 72.8% | Q1 2026 | May 01, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 769,700 | 3,563 | 0.01% | 0.01% | 54 | +9,800 | 1.29% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 720,449 | 3,335 | 0.01% | 0.01% | 55 | -107,359 | -12.97% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 677,302 | 3,135 | 0.01% | 0.01% | 56 | -8,960 | -1.31% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 634,074 | 2,935 | 0.0% | 0.0% | 57 | -8,588 | -1.34% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 610,208 | 2,825 | 0.01% | 0.01% | 58 | +6,373 | 1.06% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 598,611 | 2,771 | 0.0% | 0.0% | 59 | +116,677 | 24.21% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 577,660 | 2,672 | 0.0% | 0.0% | 60 | +445,781 | 338.02% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 570,828 | 2,642 | 0.0% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 548,000 | 2,537 | 0.0% | 0.0% | 62 | +12,742 | 2.38% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 517,923 | 2,398 | 0.0% | 0.0% | 63 | +26,369 | 5.36% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 507,960 | 2,351 | 0.0% | 0.0% | 64 | -84,776 | -14.3% | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | Added to | 503,948 | 2,333 | 0.03% | 0.02% | 65 | +246,338 | 95.62% | Q1 2026 | May 15, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | No change | 500,000 | 2,315 | 0.24% | 0.23% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 494,149 | 2,287 | 0.02% | 0.03% | 67 | -3,626 | -0.73% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 474,247 | 2,195 | 0.0% | 0.0% | 68 | -106,446 | -18.33% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 470,348 | 2,177 | 0.0% | — | 69 | +470,348 | New | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 464,482 | 2,150 | 0.0% | 0.0% | 70 | -291,915 | -38.59% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 459,541 | 2,127 | 0.01% | — | 71 | +459,541 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 457,680 | 2,119 | 0.0% | 0.0% | 72 | -35,181 | -7.14% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 451,891 | 2,093 | 0.0% | 0.0% | 73 | +34,986 | 8.39% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 451,403 | 2,089 | 0.0% | 0.0% | 74 | -11,950 | -2.58% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 436,985 | 2,023 | 0.02% | — | 75 | +436,985 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 435,381 | 2,015 | 0.0% | 0.0% | 76 | -78,537 | -15.28% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 413,532 | 1,914 | 0.02% | 0.01% | 77 | +66,197 | 19.06% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 400,423 | 1,853 | 0.0% | 0.0% | 78 | +97,854 | 32.34% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 399,394 | 1,849 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 398,895 | 1,846 | 0.0% | 0.0% | 80 | +169,736 | 74.07% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 397,360 | 1,839 | 0.0% | 0.0% | 81 | +13,876 | 3.62% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 382,431 | 1,770 | 0.0% | 0.0% | 82 | +33,133 | 9.49% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 366,667 | 1,697 | 0.0% | 0.0% | 83 | -604 | -0.16% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 361,660 | 1,674 | 0.0% | 0.0% | 84 | -11,082 | -2.97% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 357,965 | 1,657 | 0.0% | 0.0% | 85 | +21,459 | 6.38% | Q1 2026 | May 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 350,000 | 1,620 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 348,800 | 1,614 | 0.01% | 0.01% | 87 | +63,038 | 22.06% | Q1 2026 | May 01, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 348,309 | 1,612 | 0.01% | 0.01% | 88 | -53,927 | -13.41% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 310,663 | 1,593 | 0.03% | — | 89 | +310,663 | New | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 342,703 | 1,586 | 0.0% | 0.0% | 90 | +605 | 0.18% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 342,024 | 1,583 | 0.0% | — | 91 | +342,024 | New | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 339,768 | 1,573 | 0.1% | 0.11% | 92 | -18 | -0.01% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 332,359 | 1,568 | 0.02% | 0.02% | 93 | +248 | 0.07% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | New | 303,781 | 1,558 | 0.24% | — | 94 | +303,781 | New | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 332,963 | 1,541 | 0.0% | 0.01% | 95 | -89,704 | -21.22% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 325,051 | 1,504 | 0.0% | 0.0% | 96 | +20,842 | 6.85% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 316,136 | 1,463 | 0.03% | 0.06% | 97 | -302,172 | -48.87% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 309,590 | 1,433 | 0.09% | — | 98 | +309,590 | New | Q1 2026 | May 08, 2026 |
| TICINO WEALTH | History | Added to | 299,705 | 1,405 | 0.49% | 0.41% | 99 | +77,255 | 34.73% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 302,895 | 1,402 | 0.0% | 0.0% | 100 | -60,870 | -16.73% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 302,844 | 1,402 | 0.0% | 0.0% | 101 | -3,318 | -1.08% | Q1 2026 | May 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 293,705 | 1,359 | 0.02% | 0.02% | 102 | +14,207 | 5.08% | Q1 2026 | May 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 290,792 | 1,346 | 0.0% | 0.0% | 103 | +37,675 | 14.88% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 267,692 | 1,338 | 0.0% | 0.0% | 104 | -36,356 | -11.96% | Q1 2026 | May 15, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 275,000 | 1,273 | 0.24% | 0.22% | 105 | -66,500 | -19.47% | Q1 2026 | May 15, 2026 |
| Adams Asset Advisors, LLC | History | No change | 271,226 | 1,255 | 0.14% | 0.18% | 106 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Odyssean, LLC | History | Added to | 256,343 | 1,186 | 0.43% | 0.23% | 107 | +193,140 | 305.59% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 251,500 | 1,164 | 0.15% | 0.15% | 108 | -1,400 | -0.55% | Q1 2026 | Apr 13, 2026 |
| BARCLAYS PLC | History | Added to | 241,844 | 1,119 | 0.0% | 0.0% | 109 | +31,490 | 14.97% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Added to | 239,152 | 1,107 | 0.0% | 0.0% | 110 | +68,400 | 40.06% | Q1 2026 | Apr 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 236,700 | 1,097 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 231,996 | 1,074 | 0.01% | 0.01% | 112 | +11,614 | 5.27% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Added to | 229,819 | 1,064 | 0.05% | 0.05% | 113 | +27,407 | 13.54% | Q1 2026 | Apr 30, 2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | History | Reduced | 222,541 | 1,030 | 0.02% | 0.02% | 114 | -6,577 | -2.87% | Q1 2026 | May 07, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 218,700 | 1,012 | 0.02% | 0.02% | 115 | -7,200 | -3.19% | Q1 2026 | Apr 20, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 218,400 | 997 | 0.0% | 0.01% | 116 | +9,395 | 4.5% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 215,186 | 996 | 0.0% | 0.0% | 117 | -174,145 | -44.73% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 213,563 | 989 | 0.0% | 0.0% | 118 | +4,546 | 2.17% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 211,965 | 981 | 0.0% | 0.0% | 119 | +126,189 | 147.11% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 210,765 | 975 | 0.0% | 0.0% | 120 | -8,552 | -3.9% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 209,278 | 968 | 0.0% | 0.0% | 121 | +120,662 | 136.16% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 208,995 | 967 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 206,285 | 955 | 0.0% | — | 123 | +206,285 | New | Q1 2026 | May 08, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 202,991 | 939 | 0.0% | 0.0% | 124 | +7,628 | 3.9% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 199,240 | 922 | 0.01% | 0.01% | 125 | +130,876 | 191.44% | Q1 2026 | May 14, 2026 |
| EDMP, INC. | History | Reduced | 197,517 | 914 | 0.74% | 0.84% | 126 | -7,291 | -3.56% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 217,194 | 899 | 0.0% | 0.0% | 127 | -1,613 | -0.74% | Q1 2026 | Apr 08, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 191,704 | 887 | 0.0% | 0.0% | 128 | +174 | 0.09% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Reduced | 190,459 | 881 | 0.0% | 0.0% | 129 | -273,837 | -58.98% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 186,092 | 861 | 0.0% | 0.0% | 130 | -11,491 | -5.82% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 172,266 | 797 | 0.0% | 0.0% | 131 | +3,745 | 2.22% | Q1 2026 | May 13, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 168,900 | 782 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 159,557 | 738 | 0.0% | 0.0% | 133 | +3,235 | 2.07% | Q1 2026 | May 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 158,109 | 727 | 0.08% | 0.13% | 134 | -23,200 | -12.8% | Q1 2026 | Apr 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 150,934 | 699 | 0.01% | 0.01% | 135 | -1,088 | -0.72% | Q1 2026 | May 08, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 145,000 | 671 | 0.02% | 0.02% | 136 | -4,950 | -3.3% | Q1 2026 | May 04, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 143,910 | 668 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 142,723 | 661 | 0.0% | 0.0% | 138 | +7,770 | 5.76% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 142,647 | 660 | 0.0% | 0.0% | 139 | +14,030 | 10.91% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 140,920 | 652 | 0.0% | 0.0% | 140 | -2,203 | -1.54% | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | New | 140,700 | 651 | 0.01% | — | 141 | +140,700 | New | Q1 2026 | May 14, 2026 |
| Concorde Asset Management, LLC | History | Added to | 137,685 | 649 | 0.32% | 0.27% | 142 | +1,179 | 0.86% | Q1 2026 | Jun 01, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 137,928 | 639 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 137,545 | 636 | 0.01% | 0.03% | 144 | -215,176 | -61.0% | Q1 2026 | May 15, 2026 |
| Oak Thistle LLC | History | New | 133,997 | 620 | 0.06% | — | 145 | +133,997 | New | Q1 2026 | Apr 10, 2026 |
| VARCOV Co. | History | New | 133,968 | 620 | 0.23% | — | 146 | +133,968 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 133,612 | 618 | 0.0% | 0.0% | 147 | +5,759 | 4.5% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 129,614 | 600 | 0.01% | 0.01% | 148 | -41,296 | -24.16% | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Added to | 129,240 | 598 | 0.01% | 0.01% | 149 | +12,553 | 10.76% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 124,105 | 597 | 0.0% | 0.0% | 150 | +57,044 | 85.06% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Added to | 127,373 | 590 | 0.02% | 0.02% | 151 | +48,290 | 61.06% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 126,173 | 584 | 0.01% | 0.01% | 152 | -752 | -0.59% | Q1 2026 | Apr 24, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 123,770 | 573 | 0.2% | 0.25% | 153 | -17,118 | -12.15% | Q1 2026 | Apr 22, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 123,340 | 571 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 117,267 | 542 | 0.0% | 0.0% | 155 | -11,947 | -9.25% | Q1 2026 | Apr 27, 2026 |
| Demars Financial Group, LLC | History | Added to | 117,004 | 541 | 0.18% | 0.17% | 156 | +13,075 | 12.58% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 114,875 | 533 | 0.04% | 0.05% | 157 | -28,183 | -19.7% | Q1 2026 | May 01, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 112,700 | 530 | 0.0% | 0.0% | 158 | +4,000 | 3.68% | Q1 2026 | Apr 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 112,803 | 522 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 112,618 | 521 | 0.0% | 0.0% | 160 | +34,241 | 43.69% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 111,891 | 518 | 0.0% | 0.01% | 161 | -271,838 | -70.84% | Q1 2026 | May 15, 2026 |
| Advisory Advocates, LLC | History | Added to | 111,180 | 514 | 0.52% | 0.42% | 162 | +25,950 | 30.45% | Q1 2026 | May 05, 2026 |
| Inspire Investing, LLC | History | Added to | 110,965 | 513 | 0.04% | 0.04% | 163 | +17,442 | 18.65% | Q1 2026 | Apr 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 108,396 | 501 | 0.0% | 0.01% | 164 | -11,646 | -9.7% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 108,094 | 500 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 106,516 | 493 | 0.0% | 0.0% | 166 | -65,243 | -37.99% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 103,993 | 481 | 0.0% | 0.0% | 167 | +8,513 | 8.92% | Q1 2026 | May 15, 2026 |
| Hazelview Securities Inc. | History | New | 103,510 | 479 | 0.09% | — | 168 | +103,510 | New | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 102,751 | 475 | 0.01% | 0.02% | 169 | -788 | -0.76% | Q1 2026 | May 14, 2026 |
| UniSuper Management Pty Ltd | History | No change | 102,200 | 473 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Waterloo Capital, L.P. | History | New | 101,054 | 467 | 0.03% | — | 172 | +101,054 | New | Q1 2026 | May 12, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 100,999 | 467 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vestcor Inc | History | New | 100,667 | 466 | 0.01% | — | 173 | +100,667 | New | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 97,054 | 449 | 0.0% | 0.0% | 174 | +2,629 | 2.78% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | New | 96,769 | 448 | 0.0% | — | 175 | +96,769 | New | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 96,422 | 446 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 95,414 | 441 | 0.0% | 0.0% | 177 | +13,705 | 16.77% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 94,830 | 437 | 0.0% | 0.0% | 178 | -167,319 | -63.83% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 91,800 | 425 | 0.0% | 0.01% | 179 | -174,372 | -65.51% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | New | 91,656 | 424 | 0.0% | — | 180 | +91,656 | New | Q1 2026 | May 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 88,460 | 409 | 0.0% | 0.0% | 181 | +9,843 | 12.52% | Q1 2026 | Apr 22, 2026 |
| Savant Capital, LLC | History | Added to | 88,105 | 407 | 0.0% | 0.0% | 182 | +55,608 | 171.12% | Q1 2026 | May 04, 2026 |
| Pensionfund PDN | History | No change | 87,000 | 403 | 0.23% | 0.29% | 183 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 88,159 | 399 | 0.0% | 0.0% | 184 | +10,428 | 13.42% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 84,138 | 389 | 0.06% | 0.06% | 185 | +1,241 | 1.5% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Reduced | 83,975 | 388 | 0.0% | 0.0% | 186 | -22,314 | -20.99% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | Added to | 83,839 | 388 | 0.02% | 0.02% | 187 | +883 | 1.06% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 82,996 | 384 | 0.0% | 0.0% | 188 | -341,992 | -80.47% | Q1 2026 | May 15, 2026 |
| IFM Investors Pty Ltd | History | No change | 81,298 | 376 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 80,518 | 372 | 0.0% | 0.0% | 190 | -14,899 | -15.61% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 79,093 | 366 | 0.0% | 0.0% | 191 | +2,130 | 2.77% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 78,654 | 364 | 0.0% | 0.0% | 192 | -5,175 | -6.17% | Q1 2026 | May 05, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 77,532 | 358 | 0.0% | 0.0% | 193 | +2,958 | 3.97% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,894 | 356 | 0.0% | 0.0% | 194 | +6,637 | 9.45% | Q1 2026 | Apr 30, 2026 |
| Wedmont Private Capital | History | Added to | 72,000 | 342 | 0.01% | 0.0% | 195 | +53,217 | 283.33% | Q1 2026 | Apr 09, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 73,506 | 341 | 0.0% | 0.0% | 196 | -33,236 | -31.14% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 73,769 | 340 | 0.0% | 0.0% | 197 | -58,190 | -44.1% | Q1 2026 | May 08, 2026 |
| Jain Global LLC | History | New | 71,968 | 333 | 0.0% | — | 198 | +71,968 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 71,921 | 332 | 0.0% | 0.0% | 199 | +16,453 | 29.66% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 70,678 | 327 | 0.0% | 0.0% | 200 | +2,680 | 3.94% | Q1 2026 | Apr 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 66,096 | 306 | 0.0% | — | 201 | +66,096 | New | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 64,101 | 296 | 0.0% | 0.0% | 202 | +4,175 | 6.97% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 62,239 | 288 | 0.0% | 0.01% | 203 | +1,213 | 1.99% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 58,816 | 284 | 0.0% | 0.0% | 204 | +2,879 | 5.15% | Q1 2026 | Apr 30, 2026 |
| Palogic Value Management, L.P. | History | New | 60,000 | 277 | 0.12% | — | 205 | +60,000 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 57,870 | 267 | 0.0% | 0.0% | 206 | +22,268 | 62.55% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 56,480 | 262 | 0.0% | 0.0% | 207 | +13,385 | 31.06% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 56,445 | 261 | 0.0% | 0.0% | 208 | +72 | 0.13% | Q1 2026 | May 07, 2026 |
| Affiance Financial, LLC | History | No change | 56,321 | 260 | 0.04% | 0.05% | 209 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AXQ CAPITAL, LP | History | Added to | 51,438 | 238 | 0.03% | 0.04% | 210 | +15,154 | 41.76% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 50,797 | 235 | 0.0% | 0.0% | 211 | -1,286 | -2.47% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 50,021 | 231 | 0.0% | 0.0% | 212 | +23,119 | 85.94% | Q1 2026 | May 15, 2026 |
| Allie Family Office LLC | History | No change | 48,650 | 229 | 0.1% | 0.12% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Welch Group, LLC | History | Added to | 49,222 | 227 | 0.01% | 0.01% | 214 | +3,348 | 7.3% | Q1 2026 | Apr 21, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 46,581 | 215 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | Reduced | 45,158 | 209 | 0.0% | 0.01% | 216 | -627 | -1.37% | Q1 2026 | May 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 43,989 | 203 | 0.14% | — | 217 | +43,989 | New | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 43,493 | 201 | 0.0% | 0.0% | 219 | +9,624 | 28.42% | Q1 2026 | May 15, 2026 |
| Pensionfund Sabic | History | No change | 43,500 | 201 | 0.24% | 0.06% | 218 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 43,066 | 199 | 0.0% | 0.01% | 220 | -276,716 | -86.53% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Added to | 42,484 | 199 | 0.0% | 0.0% | 222 | +8,925 | 26.59% | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 42,185 | 199 | 0.0% | 0.01% | 221 | -8,327 | -16.49% | Q1 2026 | May 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 43,000 | 199 | 0.07% | 0.08% | 223 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coign Capital Advisors LLC | History | Reduced | 41,568 | 192 | 0.1% | 0.13% | 224 | -7,625 | -15.5% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 40,007 | 185 | 0.01% | 0.01% | 226 | +581 | 1.47% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | No change | 39,345 | 185 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 39,852 | 184 | 0.0% | 0.0% | 228 | -6,922 | -14.8% | Q1 2026 | Jun 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 39,757 | 184 | 0.0% | 0.0% | 227 | -1,604 | -3.88% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 39,378 | 182 | 0.0% | 0.0% | 229 | -196,796 | -83.33% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 38,886 | 180 | 0.0% | 0.0% | 230 | +18,090 | 86.99% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Reduced | 38,466 | 178 | 0.0% | 0.0% | 231 | -1,420 | -3.56% | Q1 2026 | Apr 27, 2026 |
| XPONANCE LLC | History | Added to | 36,751 | 170 | 0.0% | 0.0% | 232 | +11,557 | 45.87% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 35,948 | 166 | 0.0% | 0.0% | 233 | -56,149 | -60.97% | Q1 2026 | May 12, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 33,787 | 166 | 0.01% | 0.02% | 234 | -3,091 | -8.38% | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 35,564 | 164 | 0.0% | 0.0% | 235 | +14,377 | 67.86% | Q1 2026 | May 08, 2026 |
| Fulcrum Capital LLC | History | Reduced | 34,400 | 159 | 0.03% | 0.03% | 236 | -100 | -0.29% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 34,142 | 158 | 0.0% | 0.0% | 237 | -933 | -2.66% | Q1 2026 | Jun 02, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 33,592 | 155 | 0.01% | 0.01% | 238 | -6,836 | -16.91% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 33,216 | 153 | 0.0% | 0.0% | 239 | +17,452 | 110.71% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 32,527 | 150 | 0.0% | 0.0% | 240 | -7,713 | -19.17% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 31,399 | 145 | 0.0% | 0.0% | 241 | +2,703 | 9.42% | Q1 2026 | Apr 10, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 31,431 | 145 | 0.01% | 0.01% | 242 | -656 | -2.04% | Q1 2026 | May 07, 2026 |
| GeoWealth Management, LLC | History | Reduced | 31,153 | 144 | 0.01% | 0.01% | 243 | -156 | -0.5% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 30,945 | 143 | 0.0% | 0.0% | 244 | -27,208 | -46.79% | Q1 2026 | May 13, 2026 |
| Keel Point, LLC | History | Added to | 30,420 | 140 | 0.01% | 0.01% | 245 | +9,391 | 44.66% | Q1 2026 | May 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 30,274 | 140 | 0.0% | 0.0% | 246 | -313 | -1.02% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 29,476 | 136 | 0.0% | 0.0% | 247 | -2,631 | -8.19% | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 37,100 | 130 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 27,536 | 127 | 0.0% | 0.01% | 249 | -3,602 | -11.57% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 27,414 | 126 | 0.0% | 0.0% | 250 | -1,998 | -6.79% | Q1 2026 | May 01, 2026 |
| Kovack Advisors, Inc. | History | Added to | 26,650 | 123 | 0.01% | 0.0% | 252 | +11,500 | 75.91% | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 26,694 | 123 | 0.0% | 0.0% | 251 | +2,133 | 8.68% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 26,430 | 122 | 0.0% | 0.01% | 254 | -22,141 | -45.58% | Q1 2026 | Apr 21, 2026 |
| Utah Retirement Systems | History | No change | 26,369 | 122 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 26,170 | 121 | 0.0% | 0.0% | 255 | +2,791 | 11.94% | Q1 2026 | May 15, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 26,310 | 121 | 0.01% | 0.01% | 256 | +408 | 1.58% | Q1 2026 | May 13, 2026 |
| BCO Wealth Management LLC | History | No change | 26,100 | 120 | 0.07% | 0.08% | 257 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Added to | 25,560 | 118 | 0.0% | 0.0% | 258 | +19,394 | 314.53% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 25,485 | 117 | 0.0% | 0.0% | 259 | +1,211 | 4.99% | Q1 2026 | Apr 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 25,447 | 117 | 0.02% | 0.02% | 260 | +394 | 1.57% | Q1 2026 | Apr 28, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 24,936 | 115 | 0.02% | 0.03% | 261 | -7,369 | -22.81% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | New | 24,792 | 114 | 0.0% | — | 263 | +24,792 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 24,787 | 114 | 0.0% | 0.0% | 262 | +13,586 | 121.29% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 24,255 | 112 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,235 | 107 | 0.0% | 0.0% | 265 | +109 | 0.47% | Q1 2026 | May 08, 2026 |
| Bull Harbor Capital LLC | History | New | 22,913 | 106 | 0.03% | — | 266 | +22,913 | New | Q1 2026 | May 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 22,839 | 105 | 0.0% | 0.0% | 267 | -13,543 | -37.22% | Q1 2026 | Apr 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 22,531 | 104 | 0.0% | 0.0% | 269 | +5,240 | 30.3% | Q1 2026 | May 15, 2026 |
| LEE DANNER & BASS INC | History | No change | 22,639 | 104 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INCEPTIONR LLC | History | New | 22,294 | 103 | 0.02% | — | 271 | +22,294 | New | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | New | 22,247 | 103 | 0.0% | — | 270 | +22,247 | New | Q1 2026 | May 11, 2026 |
| Blackstone Inc. | History | New | 22,053 | 102 | 0.0% | — | 274 | +22,053 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 22,075 | 102 | 0.0% | 0.01% | 273 | -300 | -1.34% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 22,131 | 102 | 0.0% | 0.0% | 272 | +245 | 1.12% | Q1 2026 | May 14, 2026 |
| Norinchukin Bank, The | History | Reduced | 21,820 | 101 | 0.0% | 0.0% | 275 | -718 | -3.19% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,203 | 98 | 0.0% | 0.0% | 276 | -7,606 | -26.4% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 21,375 | 98 | 0.0% | 0.0% | 277 | -485 | -2.22% | Q1 2026 | May 13, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 21,000 | 97 | 0.01% | 0.01% | 278 | +3,000 | 16.67% | Q1 2026 | May 04, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 20,895 | 96 | 0.02% | 0.03% | 279 | -815 | -3.75% | Q1 2026 | Apr 07, 2026 |
| PDS Planning, Inc | History | Added to | 20,364 | 94 | 0.01% | 0.01% | 281 | +5,282 | 35.02% | Q1 2026 | Apr 21, 2026 |
| FIL Ltd | History | Added to | 20,424 | 94 | 0.0% | 0.0% | 280 | +2,248 | 12.37% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Added to | 20,319 | 94 | 0.01% | 0.01% | 283 | +210 | 1.04% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 20,239 | 94 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Frec Markets, Inc. | History | New | 20,274 | 93 | 0.02% | — | 285 | +20,274 | New | Q1 2026 | May 13, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 20,288 | 93 | 0.04% | 0.04% | 284 | -4,181 | -17.09% | Q1 2026 | Jun 01, 2026 |
| Lido Advisors, LLC | History | New | 19,664 | 92 | 0.0% | — | 288 | +19,664 | New | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 19,985 | 92 | 0.0% | 0.0% | 286 | -9,022 | -31.1% | Q1 2026 | May 05, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 20,000 | 92 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 19,614 | 90 | 0.02% | 0.03% | 289 | -11,712 | -37.39% | Q1 2026 | Apr 29, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 19,648 | 90 | 0.0% | 0.0% | 290 | +871 | 4.64% | Q1 2026 | Apr 17, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Reduced | 19,200 | 88 | 0.06% | 0.35% | 291 | -263,200 | -93.2% | Q1 2026 | May 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 18,810 | 87 | 0.01% | — | 292 | +18,810 | New | Q1 2026 | Apr 28, 2026 |
| LSV ASSET MANAGEMENT | History | New | 18,600 | 86 | 0.0% | — | 293 | +18,600 | New | Q1 2026 | May 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 18,500 | 85 | 0.01% | 0.01% | 294 | -12,200 | -39.74% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 18,465 | 85 | 0.01% | 0.01% | 295 | -5,768 | -23.8% | Q1 2026 | Apr 22, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 18,303 | 84 | 0.0% | 0.01% | 296 | -32,451 | -63.94% | Q1 2026 | Apr 24, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 18,464 | 84 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 17,907 | 82 | 0.0% | — | 302 | +17,907 | New | Q1 2026 | Apr 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 17,857 | 82 | 0.0% | — | 303 | +17,857 | New | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,911 | 82 | 0.0% | 0.0% | 300 | +5,741 | 47.17% | Q1 2026 | May 14, 2026 |
| NORDEN GROUP LLC | History | Added to | 17,746 | 82 | 0.01% | 0.01% | 301 | +1,963 | 12.44% | Q1 2026 | Apr 15, 2026 |
| Leonteq Securities AG | History | Reduced | 17,735 | 82 | 0.0% | 0.0% | 298 | -1,690 | -8.7% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,902 | 82 | 0.0% | 0.0% | 299 | -400 | -2.19% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Reduced | 17,665 | 81 | 0.0% | 0.01% | 305 | -33,907 | -65.75% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Reduced | 17,579 | 81 | 0.0% | 0.0% | 304 | -698 | -3.82% | Q1 2026 | May 04, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,452 | 80 | 0.0% | 0.0% | 306 | -12,679 | -45.07% | Q1 2026 | Apr 17, 2026 |
| Optas, LLC | History | Added to | 16,898 | 78 | 0.01% | 0.01% | 308 | +5,282 | 45.47% | Q1 2026 | Apr 24, 2026 |
| Anfield Capital Management, LLC | History | No change | 16,974 | 78 | 0.02% | 0.03% | 307 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 16,761 | 77 | 0.0% | — | 311 | +16,761 | New | Q1 2026 | Apr 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 16,737 | 77 | 0.0% | 0.0% | 309 | -12,774 | -43.29% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,664 | 77 | 0.0% | 0.0% | 310 | -1,796 | -9.73% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 15,023 | 76 | 0.0% | — | 313 | +15,023 | New | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,481 | 76 | 0.0% | 0.0% | 312 | -14,346 | -46.54% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | New | 16,267 | 75 | 0.0% | — | 314 | +16,267 | New | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Reduced | 16,187 | 74 | 0.0% | 0.0% | 317 | -1,053 | -6.11% | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 15,990 | 74 | 0.01% | 0.01% | 315 | +840 | 5.54% | Q1 2026 | Apr 16, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 16,086 | 74 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marble Wealth, LLC | History | Reduced | 15,777 | 73 | 0.01% | 0.01% | 318 | -2,887 | -15.47% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 15,556 | 72 | 0.0% | 0.0% | 319 | -639 | -3.95% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 15,360 | 71 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 15,260 | 70 | 0.0% | 0.0% | 321 | +166 | 1.1% | Q1 2026 | May 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 15,100 | 69 | 0.01% | 0.01% | 323 | +2,700 | 21.77% | Q1 2026 | May 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 15,062 | 69 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| North Dakota State Investment Board | History | Reduced | 14,716 | 68 | 0.0% | 0.0% | 326 | -3,218 | -17.94% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 14,742 | 68 | 0.0% | 0.0% | 325 | +2,411 | 19.55% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 14,790 | 68 | 0.0% | 0.0% | 324 | +114 | 0.78% | Q1 2026 | May 14, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 14,518 | 67 | 0.03% | 0.04% | 327 | -1,951 | -11.85% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 14,328 | 66 | 0.0% | 0.0% | 328 | +7,021 | 96.09% | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Reduced | 14,284 | 66 | 0.0% | 0.0% | 329 | -1,432 | -9.11% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 14,166 | 65 | 0.0% | 0.0% | 330 | +8,797 | 163.85% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 14,092 | 65 | 0.0% | 0.0% | 332 | -348 | -2.41% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 14,205 | 65 | 0.0% | 0.0% | 331 | -130 | -0.91% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | New | 13,796 | 63 | 0.0% | — | 335 | +13,796 | New | Q1 2026 | May 12, 2026 |
| waypoint wealth counsel | History | Reduced | 13,686 | 63 | 0.03% | 0.03% | 334 | -5,122 | -27.23% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Added to | 12,187 | 63 | 0.0% | 0.0% | 333 | +1,661 | 15.78% | Q1 2026 | Apr 20, 2026 |
| SYON CAPITAL LLC | History | Added to | 13,555 | 62 | 0.0% | 0.0% | 336 | +273 | 2.06% | Q1 2026 | May 13, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 13,300 | 61 | 0.0% | 0.0% | 337 | +2,529 | 23.48% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 13,015 | 60 | 0.0% | — | 338 | +13,015 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,951 | 59 | 0.0% | 0.0% | 339 | +283 | 2.23% | Q1 2026 | Apr 27, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 12,611 | 58 | 0.0% | 0.01% | 341 | -32,271 | -71.9% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,821 | 58 | 0.0% | 0.0% | 340 | -176 | -1.35% | Q1 2026 | Apr 24, 2026 |
| Broyhill Asset Management, LLC | History | No change | 12,575 | 58 | 0.05% | 0.05% | 342 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TOWNSQUARE CAPITAL LLC | History | New | 12,437 | 57 | 0.01% | — | 344 | +12,437 | New | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 12,471 | 57 | 0.01% | 0.01% | 343 | +1,139 | 10.05% | Q1 2026 | May 11, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 12,266 | 56 | 0.0% | 0.01% | 347 | -9,402 | -43.39% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,219 | 56 | 0.0% | 0.0% | 348 | +1,106 | 9.95% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 12,304 | 56 | 0.0% | 0.0% | 345 | +979 | 8.64% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Reduced | 11,936 | 56 | 0.0% | 0.0% | 346 | -19 | -0.16% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 11,940 | 55 | 0.01% | 0.02% | 350 | -19,813 | -62.4% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 11,922 | 55 | 0.0% | 0.0% | 351 | +332 | 2.86% | Q1 2026 | May 04, 2026 |
| STRS OHIO | History | Reduced | 11,932 | 55 | 0.0% | 0.0% | 349 | -17 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 11,544 | 53 | 0.01% | 0.01% | 352 | +1,598 | 16.07% | Q1 2026 | May 11, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 11,459 | 53 | 0.01% | 0.01% | 353 | +188 | 1.67% | Q1 2026 | Apr 24, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 11,435 | 52 | 0.01% | — | 357 | +11,435 | New | Q1 2026 | May 15, 2026 |
| Samara Investment Management, LLC | History | New | 11,337 | 52 | 0.05% | — | 358 | +11,337 | New | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 10,172 | 52 | 0.0% | 0.0% | 356 | -6,734 | -39.83% | Q1 2026 | May 04, 2026 |
| NORGES BANK | History | No change | 10,447 | 52 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Busey Bank | History | No change | 11,347 | 52 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Curi Capital, LLC | History | Reduced | 11,059 | 51 | 0.0% | 0.0% | 359 | -22,702 | -67.24% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 11,161 | 51 | 0.02% | 0.04% | 360 | -15,781 | -58.57% | Q1 2026 | May 21, 2026 |
| Vident Advisory, LLC | History | New | 11,164 | 51 | 0.0% | — | 361 | +11,164 | New | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 10,810 | 50 | 0.0% | — | 364 | +10,810 | New | Q1 2026 | May 11, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 11,000 | 50 | 0.02% | 0.02% | 362 | -34 | -0.31% | Q1 2026 | Apr 29, 2026 |
| NWF Advisory Services Inc. | History | No change | 11,000 | 50 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Marex Group plc | History | Reduced | 10,741 | 49 | 0.0% | 0.0% | 366 | -11,597 | -51.92% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 10,660 | 49 | 0.0% | 0.01% | 365 | -2,882 | -21.28% | Q1 2026 | May 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 10,590 | 49 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 10,579 | 48 | 0.0% | 0.0% | 368 | -4,405 | -29.4% | Q1 2026 | May 04, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 10,169 | 48 | 0.0% | 0.0% | 369 | -4,111 | -28.79% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 10,448 | 48 | 0.0% | 0.0% | 370 | +96 | 0.93% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 10,150 | 47 | 0.0% | 0.0% | 373 | -3,655 | -26.48% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Added to | 10,329 | 47 | 0.0% | 0.0% | 372 | +300 | 2.99% | Q1 2026 | Apr 16, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 10,273 | 47 | 0.02% | 0.03% | 371 | -84 | -0.81% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | No change | 10,275 | 47 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OneAscent Family Office, LLC | History | No change | 10,166 | 47 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 10,000 | 46 | 0.03% | 0.05% | 377 | -7,000 | -41.18% | Q1 2026 | Apr 23, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 10,003 | 46 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 10,000 | 46 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 8,769 | 41 | 0.0% | 0.0% | 379 | -4,113 | -31.93% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 8,968 | 41 | 0.0% | 0.0% | 380 | -1,221 | -11.98% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,611 | 39 | 0.0% | 0.0% | 381 | -362 | -4.03% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,852 | 36 | 0.0% | 0.0% | 382 | +709 | 9.93% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 7,724 | 35 | 0.0% | 0.0% | 383 | -742 | -8.76% | Q1 2026 | Apr 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 7,463 | 34 | 0.01% | 0.01% | 384 | +122 | 1.66% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,165 | 33 | 0.0% | 0.0% | 385 | +4,686 | 189.03% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 7,196 | 33 | 0.0% | 0.0% | 386 | +3,339 | 86.57% | Q1 2026 | May 11, 2026 |
| Freestone Grove Partners LP | History | New | 6,519 | 30 | 0.0% | — | 387 | +6,519 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,437 | 29 | 0.0% | 0.0% | 388 | -2,217 | -25.62% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 6,127 | 28 | 0.0% | 0.0% | 389 | +1,300 | 26.93% | Q1 2026 | Apr 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 5,404 | 25 | 0.0% | 0.0% | 390 | -58,050 | -91.48% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 5,459 | 25 | 0.0% | 0.0% | 391 | -422 | -7.18% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5,283 | 24 | 0.0% | 0.0% | 394 | -10,296 | -66.09% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,065 | 24 | 0.0% | 0.0% | 392 | +972 | 23.75% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,300 | 24 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quarry LP | History | Reduced | 4,764 | 22 | 0.0% | 0.0% | 397 | -738 | -13.41% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,951 | 22 | 0.0% | 0.0% | 395 | +110 | 2.27% | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4,510 | 22 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mosley Wealth Management | History | New | 4,156 | 21 | 0.01% | — | 398 | +4,156 | New | Q1 2026 | Apr 27, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 4,279 | 19 | 0.0% | 0.0% | 399 | +71 | 1.69% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,000 | 18 | 0.0% | 0.0% | 400 | -82 | -2.01% | Q1 2026 | Apr 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,707 | 17 | 0.0% | 0.0% | 401 | -2,529 | -40.55% | Q1 2026 | Apr 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 3,623 | 16 | 0.01% | — | 403 | +3,623 | New | Q1 2026 | Apr 21, 2026 |
| Quent Capital, LLC | History | Added to | 3,486 | 16 | 0.0% | 0.0% | 402 | +818 | 30.66% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | New | 3,388 | 15 | 0.0% | — | 407 | +3,388 | New | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,391 | 15 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NVWM, LLC | History | No change | 3,324 | 15 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | No change | 3,424 | 15 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 3,200 | 14 | 0.0% | 0.06% | 409 | -87,400 | -96.47% | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | New | 3,170 | 14 | 0.0% | — | 414 | +3,170 | New | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 3,047 | 14 | 0.0% | — | 413 | +3,047 | New | Q1 2026 | Apr 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 3,055 | 14 | 0.0% | 0.01% | 411 | -1,704 | -35.81% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | No change | 3,239 | 14 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,838 | 14 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,079 | 14 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,917 | 13 | 0.0% | 0.0% | 415 | -66 | -2.21% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,000 | 13 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Community Bank, N.A. | History | No change | 3,000 | 13 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 2,441 | 11 | 0.0% | 0.0% | 419 | +383 | 18.61% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,475 | 11 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,113 | 10 | 0.01% | — | 422 | +2,113 | New | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,175 | 10 | 0.0% | 0.0% | 420 | +609 | 38.89% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Advisors | History | No change | 2,350 | 10 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 2,016 | 9 | 0.0% | 0.0% | 424 | +516 | 34.4% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,095 | 9 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,745 | 8 | 0.0% | 0.0% | 425 | +171 | 10.86% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | No change | 1,715 | 8 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,655 | 7 | 0.0% | 0.0% | 427 | +27 | 1.66% | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,500 | 6 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,500 | 6 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| North Star Investment Management Corp. | History | No change | 1,350 | 6 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,175 | 5 | 0.0% | 0.0% | 432 | -3,468,165 | -99.97% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,238 | 5 | 0.0% | 0.0% | 433 | +663 | 115.3% | Q1 2026 | Apr 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,233 | 5 | 0.0% | 0.0% | 431 | +20 | 1.65% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 874 | 4 | 0.0% | 0.0% | 435 | -1,134 | -56.47% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,018 | 4 | 0.0% | — | 439 | +1,018 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 866 | 4 | 0.0% | — | 438 | +866 | New | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | Reduced | 952 | 4 | 0.0% | 0.0% | 436 | -763 | -44.49% | Q1 2026 | May 05, 2026 |
| Eukles Asset Management | History | No change | 1,000 | 4 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,000 | 4 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | New | 675 | 3 | 0.0% | — | 446 | +675 | New | Q1 2026 | Apr 17, 2026 |
| Financial Avengers, Inc. | History | Added to | 691 | 3 | 0.0% | 0.0% | 442 | +11 | 1.62% | Q1 2026 | May 19, 2026 |
| Root Financial Partners, LLC | History | Reduced | 670 | 3 | 0.0% | 0.0% | 445 | -1 | -0.15% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 807 | 3 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Trust, LLC | History | No change | 858 | 3 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 799 | 3 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Red Tortoise LLC | History | No change | 739 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 640 | 2 | 0.0% | — | 455 | +640 | New | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 546 | 2 | 0.0% | — | 453 | +546 | New | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | New | 450 | 2 | 0.0% | — | 454 | +450 | New | Q1 2026 | Apr 28, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 439 | 2 | 0.0% | 0.0% | 449 | +7 | 1.62% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 494 | 2 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 500 | 2 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 454 | 2 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SWAN Capital LLC | History | No change | 642 | 2 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 494 | 2 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | Reduced | 290 | 1 | 0.0% | 0.0% | 463 | -673 | -69.89% | Q1 2026 | Apr 15, 2026 |
| Bank of New Hampshire | History | New | 383 | 1 | 0.0% | — | 469 | +383 | New | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 361 | 1 | 0.0% | — | 467 | +361 | New | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 332 | 1 | 0.0% | — | 471 | +332 | New | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | New | 282 | 1 | 0.0% | — | 468 | +282 | New | Q1 2026 | Apr 28, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 256 | 1 | 0.0% | — | 470 | +256 | New | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 266 | 1 | 0.0% | 0.0% | 461 | -12 | -4.32% | Q1 2026 | Apr 28, 2026 |
| PFS Partners, LLC | History | Added to | 276 | 1 | 0.0% | 0.0% | 465 | +4 | 1.47% | Q1 2026 | Apr 09, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 396,500 | 1 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 260 | 1 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 204 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Front Row Advisors LLC | History | No change | 250 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 219 | 1 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 310 | 1 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sachetta, LLC | History | No change | 328 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,019,585 | -100.0% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.21% | — | -1,227,548 | -100.0% | Q1 2026 | May 12, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -975,513 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -623,245 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.12% | — | -542,793 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -488,658 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.06% | — | -390,589 | -100.0% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -385,247 | -100.0% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -252,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.03% | — | -250,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -149,944 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -137,174 | -100.0% | Q1 2026 | May 14, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -81,365 | -100.0% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -61,926 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -55,500 | -100.0% | Q1 2026 | May 11, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -46,508 | -100.0% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -33,300 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,667 | -100.0% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -25,120 | -100.0% | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -24,775 | -100.0% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -17,302 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,777 | -100.0% | Q1 2026 | May 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,425 | -100.0% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -15,268 | -100.0% | Q1 2026 | Apr 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,248 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,080 | -100.0% | Q1 2026 | May 07, 2026 |
| Dupree Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,445 | -100.0% | Q1 2026 | May 06, 2026 |
| IFC Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,682 | -100.0% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,951 | -100.0% | Q1 2026 | May 14, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,929 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,658 | -100.0% | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,917 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,402 | -100.0% | Q1 2026 | May 05, 2026 |
| Stablepoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,192 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.0% | — | -10,106 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -10,012 | -100.0% | Q1 2026 | May 18, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,393 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -5,600 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,322 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,565 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 08, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,024 | -100.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -747 | -100.0% | Q1 2026 | May 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -582 | -100.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -511 | -100.0% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Advocate Investing Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -176 | -100.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 163 | 0 | — | 0.0% | — | -174 | -51.63% | Q1 2026 | May 06, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -99 | -100.0% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -95 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Prestige Wealth Management Group LLC | History | New | 75 | 0 | — | — | — | +75 | New | Q1 2026 | May 13, 2026 |
| Silicon Valley Capital Partners | History | New | 64 | 0 | — | — | — | +64 | New | Q1 2026 | May 19, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 102 | 0 | — | — | — | +58 | 131.82% | Q1 2026 | Apr 21, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 11 | 0 | — | — | — | -24 | -68.57% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 07, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 121 | 0 | — | — | — | +8 | 7.08% | Q1 2026 | Apr 30, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 101 | 0 | — | — | — | +8 | 8.6% | Q1 2026 | May 13, 2026 |
| Truvestments Capital LLC | History | Reduced | 106 | 0 | — | — | — | -5 | -4.5% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 215 | 0 | — | 0.0% | — | +4 | 1.9% | Q1 2026 | May 12, 2026 |
| Caitlin John, LLC | History | Added to | 133 | 0 | — | — | — | +2 | 1.53% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Added to | 48 | 0 | — | — | — | +1 | 2.13% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 35 | 0 | — | — | — | +1 | 2.94% | Q1 2026 | Apr 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 197 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | No change | 200 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 200 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 134 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WFA of San Diego, LLC | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 112 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cromwell Holdings LLC | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| POM Investment Strategies, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Dunhill Financial, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ORG Partners LLC | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 151 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WPG Advisers, LLC | History | No change | 167 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clark Wealth Partners | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |