Millrose Properties, Inc. - MRP
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 | 21,117,152 | 630,769 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 20,613,499 | 577,177 | 0.01% | 0.01% | 2 | +659,800 | 3.31% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 14,849,462 | 415,784 | 0.02% | — | 3 | +14,849,462 | New | Q1 2026 | May 08, 2026 |
| Brave Warrior Advisors, LLC | History | Reduced | 8,515,897 | 238,445 | 5.9% | 6.02% | 4 | -84,327 | -0.98% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,929,031 | 194,012 | 0.0% | — | 5 | +6,929,031 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 6,526,876 | 182,752 | 0.01% | 0.01% | 6 | +2,452,231 | 60.18% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 5,280,012 | 147,840 | 0.01% | 0.01% | 7 | +199,293 | 3.92% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 4,302,950 | 120,482 | 0.1% | 0.11% | 8 | -170,619 | -3.81% | Q1 2026 | May 15, 2026 |
| Permian Investment Partners, LP | History | Added to | 3,879,312 | 108,620 | 12.0% | 12.84% | 9 | +85,000 | 2.24% | Q1 2026 | May 15, 2026 |
| Cannell & Spears LLC | History | Added to | 3,677,670 | 102,974 | 2.02% | 2.03% | 10 | +49,618 | 1.37% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 3,408,096 | 101,799 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,006,508 | 84,203 | 0.01% | 0.01% | 12 | +96,933 | 3.33% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,000,988 | 84,027 | 0.07% | 0.08% | 13 | +1,134,179 | 60.75% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,629,052 | 73,613 | 0.0% | 0.01% | 14 | -185,791 | -6.6% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,295,225 | 64,266 | 0.01% | 0.02% | 15 | -1,711,184 | -42.71% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,287,956 | 64,062 | 0.01% | 0.01% | 16 | +83,597 | 3.79% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | No change | 1,643,026 | 46,004 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 1,622,895 | 45,441 | 0.01% | 0.0% | 18 | +830,529 | 104.82% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,563,070 | 43,765 | 0.13% | 0.08% | 19 | +798,814 | 104.52% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 1,553,023 | 43,484 | 0.01% | 0.01% | 20 | +691,038 | 80.17% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,401,752 | 41,870 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 1,380,992 | 38,667 | 3.13% | 3.36% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 1,327,530 | 37,170 | 0.2% | — | 23 | +1,327,530 | New | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,276,671 | 35,746 | 0.01% | 0.01% | 24 | -7,788 | -0.61% | Q1 2026 | May 05, 2026 |
| Pacer Advisors, Inc. | History | New | 1,227,864 | 34,380 | 0.09% | — | 25 | +1,227,864 | New | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,187,160 | 32,385 | 0.0% | 0.0% | 26 | +853,095 | 255.37% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,108,155 | 31,028 | 0.12% | — | 27 | +1,108,155 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,103,776 | 30,905 | 0.0% | 0.0% | 28 | -82,847 | -6.98% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,044,095 | 29,234 | 0.02% | 0.03% | 29 | -884,761 | -45.87% | Q1 2026 | May 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 958,990 | 26,851 | 0.01% | — | 30 | +958,990 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | New | 944,266 | 26,439 | 0.03% | — | 31 | +944,266 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 891,015 | 24,948 | 0.01% | 0.01% | 32 | +210,690 | 30.97% | Q1 2026 | May 15, 2026 |
| Callodine Capital Management, LP | History | Added to | 762,392 | 21,346 | 1.49% | 0.87% | 33 | +400,745 | 110.81% | Q1 2026 | May 15, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | Added to | 750,000 | 21,000 | 0.7% | 0.78% | 34 | +50,000 | 7.14% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 724,012 | 20,272 | 0.04% | 0.04% | 35 | -2,593 | -0.36% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 706,184 | 19,773 | 0.02% | 0.03% | 36 | -86,275 | -10.89% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 687,065 | 19,237 | 0.03% | 0.03% | 37 | -31,802 | -4.42% | Q1 2026 | May 14, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | Added to | 669,109 | 18,735 | 0.68% | 0.91% | 38 | +11,100 | 1.69% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 667,874 | 18,700 | 0.0% | 0.0% | 39 | +208,823 | 45.49% | Q1 2026 | May 05, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 658,651 | 18,442 | 0.37% | 0.44% | 40 | -359,882 | -35.33% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 650,361 | 18,210 | 0.06% | 0.06% | 41 | +15,630 | 2.46% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 637,140 | 17,839 | 0.01% | 0.01% | 42 | -123,857 | -16.28% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | New | 617,783 | 17,297 | 0.04% | — | 43 | +617,783 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 582,942 | 16,322 | 0.01% | 0.02% | 44 | -714,333 | -55.06% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 555,978 | 15,567 | 0.0% | 0.0% | 45 | -171,984 | -23.63% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Added to | 515,853 | 14,443 | 0.1% | 0.1% | 46 | +8,370 | 1.65% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 481,040 | 13,469 | 0.0% | 0.0% | 47 | -188,637 | -28.17% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 469,208 | 13,137 | 0.0% | 0.0% | 48 | +3,833 | 0.82% | Q1 2026 | May 14, 2026 |
| Adelante Capital Management LLC | History | Added to | 443,990 | 12,431 | 0.85% | 0.44% | 49 | +223,423 | 101.29% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 415,924 | 11,645 | 0.08% | 0.06% | 50 | -93,158 | -18.3% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 412,726 | 11,556 | 0.05% | 0.08% | 51 | -305,082 | -42.5% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 410,189 | 11,485 | 0.24% | 0.21% | 52 | +66,680 | 19.41% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 386,200 | 10,813 | 0.0% | 0.0% | 53 | -286,026 | -42.55% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 375,688 | 10,519 | 0.01% | 0.01% | 54 | +16,117 | 4.48% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Added to | 372,134 | 10,419 | 0.02% | 0.01% | 55 | +264,884 | 246.98% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 357,178 | 10,000 | 0.1% | 0.1% | 56 | +6,928 | 1.98% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 347,235 | 9,722 | 0.01% | 0.0% | 57 | +240,429 | 225.11% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 346,679 | 9,707 | 0.15% | 0.07% | 58 | +201,939 | 139.52% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 343,707 | 9,623 | 0.0% | 0.0% | 59 | -10,381 | -2.93% | Q1 2026 | May 08, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 336,511 | 9,422 | 0.04% | 0.09% | 60 | -541,857 | -61.69% | Q1 2026 | May 15, 2026 |
| Parkwood LLC | History | New | 331,799 | 9,290 | 0.82% | — | 61 | +331,799 | New | Q1 2026 | May 15, 2026 |
| Waterfall Asset Management, LLC | History | Added to | 325,046 | 9,101 | 5.09% | 1.69% | 62 | +219,984 | 209.38% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 320,619 | 8,977 | 0.0% | 0.0% | 63 | +11,642 | 3.77% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 305,086 | 8,542 | 0.0% | 0.0% | 64 | +61,900 | 25.45% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 299,336 | 8,381 | 0.01% | 0.01% | 65 | +157,521 | 111.07% | Q1 2026 | May 13, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 292,689 | 8,195 | 1.24% | 1.05% | 66 | +70,440 | 31.69% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 291,038 | 8,149 | 0.0% | 0.0% | 67 | -25,477 | -8.05% | Q1 2026 | May 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 282,771 | 7,917 | 0.0% | 0.01% | 68 | -10,852 | -3.7% | Q1 2026 | May 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 282,058 | 7,897 | 0.01% | — | 69 | +282,058 | New | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 256,177 | 7,172 | 0.03% | 0.03% | 70 | +154 | 0.06% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 249,732 | 6,992 | 0.0% | 0.0% | 71 | +225,393 | 926.06% | Q1 2026 | May 15, 2026 |
| ROBOTTI ROBERT | History | Reduced | 249,435 | 6,984 | 1.09% | 1.34% | 72 | -200 | -0.08% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 243,730 | 6,824 | 0.02% | 0.02% | 73 | +9,390 | 4.01% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 235,244 | 6,586 | 0.01% | 0.01% | 74 | -10,595 | -4.31% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 228,392 | 6,394 | 0.02% | 0.02% | 75 | -16,821 | -6.86% | Q1 2026 | May 08, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 223,933 | 6,270 | 0.01% | 0.02% | 76 | -18,150 | -7.5% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 223,332 | 6,253 | 0.0% | 0.0% | 77 | -25,140 | -10.12% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 221,049 | 6,189 | 0.02% | 0.01% | 78 | +121,141 | 121.25% | Q1 2026 | May 14, 2026 |
| Limestone Investment Advisors LP | History | No change | 203,795 | 5,706 | 0.46% | 0.58% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 187,443 | 5,248 | 0.01% | 0.01% | 80 | +1,520 | 0.82% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 181,176 | 5,072 | 0.01% | 0.0% | 81 | +108,508 | 149.32% | Q1 2026 | May 15, 2026 |
| MILLER VALUE PARTNERS, LLC | History | Added to | 180,800 | 5,062 | 1.32% | 0.87% | 82 | +98,000 | 118.36% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 179,609 | 5,027 | 0.05% | 0.06% | 83 | -585 | -0.32% | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 173,227 | 4,850 | 0.0% | 0.01% | 84 | -222,680 | -56.25% | Q1 2026 | May 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 173,104 | 4,846 | 0.0% | 0.0% | 85 | +5,095 | 3.03% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 170,062 | 4,761 | 0.0% | 0.0% | 86 | +73,751 | 76.58% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 169,429 | 4,744 | 0.0% | 0.0% | 87 | +26,903 | 18.88% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 167,636 | 4,693 | 0.0% | 0.0% | 88 | -505,003 | -75.08% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 166,441 | 4,660 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quantbot Technologies LP | History | Reduced | 164,681 | 4,611 | 0.19% | 0.25% | 90 | -86,523 | -34.44% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 151,708 | 4,247 | 0.01% | 0.01% | 91 | +88,095 | 138.49% | Q1 2026 | May 13, 2026 |
| Oak Thistle LLC | History | Added to | 149,584 | 4,188 | 0.41% | 0.2% | 92 | +100,661 | 205.75% | Q1 2026 | Apr 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 146,628 | 4,106 | 0.01% | 0.01% | 93 | +8,466 | 6.13% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 144,601 | 4,048 | 0.0% | — | 94 | +144,601 | New | Q1 2026 | May 08, 2026 |
| Vestcor Inc | History | Added to | 136,724 | 3,828 | 0.11% | 0.05% | 95 | +83,618 | 157.45% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 136,221 | 3,815 | 0.0% | 0.0% | 96 | +13,903 | 11.37% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 132,715 | 3,716 | 0.0% | 0.0% | 97 | +125,821 | 1825.08% | Q1 2026 | May 11, 2026 |
| North Ground Capital | History | Added to | 130,000 | 3,640 | 4.38% | 1.89% | 98 | +2,811 | 2.21% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 126,234 | 3,534 | 0.0% | 0.0% | 99 | +4,773 | 3.93% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 116,532 | 3,263 | 0.0% | 0.0% | 100 | +91,819 | 371.54% | Q1 2026 | Apr 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 116,194 | 3,253 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 110,926 | 3,105 | 0.03% | 0.03% | 102 | -10,822 | -8.89% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 103,191 | 3,082 | 0.0% | 0.0% | 103 | -6,700 | -6.1% | Q1 2026 | May 15, 2026 |
| First Dallas Securities Inc. | History | Reduced | 108,844 | 3,047 | 1.13% | 1.25% | 104 | -3,545 | -3.15% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 107,650 | 3,014 | 0.0% | 0.0% | 105 | +60,975 | 130.64% | Q1 2026 | May 11, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 105,181 | 2,945 | 0.13% | 0.14% | 106 | -3,792 | -3.48% | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 103,248 | 2,890 | 0.03% | — | 107 | +103,248 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 102,647 | 2,870 | 0.0% | 0.0% | 108 | -422,152 | -80.44% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 99,868 | 2,781 | 0.0% | 0.0% | 109 | +40,289 | 67.62% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 96,820 | 2,710 | 0.04% | 0.03% | 110 | +12,658 | 15.04% | Q1 2026 | Apr 30, 2026 |
| Hodges Capital Management Inc. | History | Added to | 95,438 | 2,672 | 0.22% | 0.24% | 111 | +2,141 | 2.29% | Q1 2026 | Apr 28, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 95,295 | 2,668 | 0.02% | 0.19% | 112 | -724,502 | -88.38% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 83,477 | 2,337 | 0.03% | 0.03% | 113 | +4,196 | 5.29% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 82,634 | 2,313 | 0.0% | 0.0% | 114 | +6,132 | 8.02% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 82,386 | 2,306 | 0.0% | — | 115 | +82,386 | New | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 82,300 | 2,304 | 0.0% | 0.01% | 116 | -1,932,018 | -95.91% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 82,093 | 2,298 | 0.0% | 0.0% | 117 | +77,082 | 1538.26% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 80,851 | 2,263 | 0.01% | 0.0% | 118 | +70,001 | 645.17% | Q1 2026 | May 14, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 79,256 | 2,219 | 0.23% | 0.25% | 119 | -2,687 | -3.28% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 80,233 | 2,216 | 0.0% | 0.01% | 120 | -45,260 | -36.07% | Q1 2026 | Apr 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 77,436 | 2,168 | 0.0% | 0.0% | 121 | +5,200 | 7.2% | Q1 2026 | May 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 76,479 | 2,141 | 0.0% | 0.0% | 122 | +26,927 | 54.34% | Q1 2026 | May 12, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 76,202 | 2,133 | 0.17% | 0.18% | 123 | -1,014 | -1.31% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 75,509 | 2,114 | 0.0% | 0.0% | 124 | +28,428 | 60.38% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 73,364 | 2,054 | 0.0% | 0.0% | 125 | -9,933 | -11.92% | Q1 2026 | May 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 72,600 | 2,033 | 0.0% | 0.0% | 126 | +19,300 | 36.21% | Q1 2026 | May 18, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 72,523 | 2,030 | 0.01% | 0.01% | 127 | -14,983 | -17.12% | Q1 2026 | May 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 68,400 | 1,915 | 0.03% | 0.04% | 128 | -2,200 | -3.12% | Q1 2026 | Apr 20, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 68,295 | 1,866 | 0.01% | 0.01% | 129 | +2,998 | 4.59% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 66,502 | 1,862 | 0.0% | 0.0% | 130 | +1,058 | 1.62% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 66,246 | 1,855 | 0.0% | 0.0% | 131 | +5,603 | 9.24% | Q1 2026 | Apr 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 65,954 | 1,846 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 65,786 | 1,841 | 0.0% | 0.0% | 133 | +21,453 | 48.39% | Q1 2026 | May 12, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 65,526 | 1,835 | 0.01% | 0.01% | 134 | +1,393 | 2.17% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 63,251 | 1,771 | 0.0% | — | 135 | +63,251 | New | Q1 2026 | May 08, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 62,752 | 1,757 | 0.63% | 0.76% | 136 | -9,933 | -13.67% | Q1 2026 | Apr 30, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 61,851 | 1,731 | 0.01% | 0.01% | 137 | +1,000 | 1.64% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 61,289 | 1,716 | 0.2% | 0.15% | 138 | +15,086 | 32.65% | Q1 2026 | May 13, 2026 |
| SEB Asset Management AB | History | New | 58,776 | 1,645 | 0.01% | — | 139 | +58,776 | New | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | Added to | 56,928 | 1,593 | 0.02% | 0.02% | 140 | +1,519 | 2.74% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 56,785 | 1,589 | 0.0% | 0.0% | 141 | -112,999 | -66.55% | Q1 2026 | May 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 53,106 | 1,486 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 51,235 | 1,434 | 0.0% | 0.0% | 143 | -9,673 | -15.88% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 50,789 | 1,422 | 0.03% | — | 145 | +50,789 | New | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 47,639 | 1,422 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Added to | 49,830 | 1,395 | 0.53% | 0.56% | 146 | +3,078 | 6.58% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | Reduced | 48,368 | 1,354 | 0.01% | 0.02% | 147 | -5,060 | -9.47% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 47,933 | 1,342 | 0.05% | 0.05% | 148 | -1,768 | -3.56% | Q1 2026 | Apr 20, 2026 |
| IMC-Chicago, LLC | History | Added to | 47,446 | 1,328 | 0.0% | 0.0% | 149 | +31,646 | 200.29% | Q1 2026 | May 05, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | Reduced | 47,306 | 1,324 | 0.45% | 0.51% | 150 | -160 | -0.34% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 46,988 | 1,315 | 0.0% | 0.0% | 152 | +2,132 | 4.75% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 46,972 | 1,315 | 0.01% | 0.01% | 151 | -448 | -0.94% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 46,487 | 1,301 | 0.0% | — | 153 | +46,487 | New | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 45,808 | 1,281 | 0.0% | 0.0% | 154 | -368 | -0.8% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 45,700 | 1,279 | 0.0% | 0.0% | 155 | -19,000 | -29.37% | Q1 2026 | May 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Reduced | 45,115 | 1,263 | 0.0% | 0.01% | 156 | -8,801 | -16.32% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 44,993 | 1,259 | 0.04% | 0.05% | 157 | -10,073 | -18.29% | Q1 2026 | Apr 29, 2026 |
| Pensionfund PDN | History | Added to | 44,500 | 1,246 | 0.72% | 0.7% | 158 | +9,000 | 25.35% | Q1 2026 | Apr 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 44,379 | 1,242 | 0.0% | 0.0% | 159 | +16,060 | 56.71% | Q1 2026 | May 15, 2026 |
| American Assets Investment Management, LLC | History | No change | 43,663 | 1,222 | 0.08% | 0.09% | 160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 43,208 | 1,210 | 0.0% | 0.0% | 161 | -1,205 | -2.71% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 42,383 | 1,186 | 0.0% | 0.01% | 162 | -12,670 | -23.01% | Q1 2026 | Apr 30, 2026 |
| Arizona State Retirement System | History | Added to | 42,391 | 1,186 | 0.01% | 0.01% | 163 | +8,029 | 23.37% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 41,824 | 1,171 | 0.01% | 0.01% | 164 | -198 | -0.47% | Q1 2026 | Apr 24, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 41,300 | 1,156 | 0.0% | — | 165 | +41,300 | New | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | New | 39,286 | 1,100 | 0.06% | — | 166 | +39,286 | New | Q1 2026 | May 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 39,015 | 1,092 | 0.0% | — | 167 | +39,015 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 38,129 | 1,067 | 0.01% | 0.01% | 168 | -42 | -0.11% | Q1 2026 | May 01, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 38,042 | 1,065 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 37,722 | 1,056 | 0.01% | 0.01% | 170 | +7,500 | 24.82% | Q1 2026 | May 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 37,400 | 1,047 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Perbak Capital Partners LLP | History | Added to | 35,467 | 993 | 0.24% | 0.08% | 172 | +26,934 | 315.65% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 35,304 | 988 | 0.01% | — | 173 | +35,304 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 35,209 | 985 | 0.01% | 0.01% | 174 | -91 | -0.26% | Q1 2026 | Apr 29, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 34,913 | 977 | 0.01% | 0.0% | 176 | +26,425 | 311.32% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 34,898 | 977 | 0.0% | 0.0% | 175 | +24,528 | 236.53% | Q1 2026 | May 06, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 34,456 | 964 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 33,900 | 949 | 0.0% | 0.0% | 178 | +4,700 | 16.1% | Q1 2026 | Apr 29, 2026 |
| Saber Capital Managment, LLC | History | Reduced | 33,150 | 928 | 0.69% | 1.08% | 179 | -10,263 | -23.64% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 32,755 | 920 | 0.0% | 0.0% | 180 | -158,861 | -82.91% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 32,771 | 917 | 0.0% | 0.0% | 181 | +2,506 | 8.28% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,550 | 911 | 0.0% | 0.0% | 182 | -2,972 | -8.37% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,415 | 907 | 0.0% | 0.0% | 183 | -2,183 | -6.31% | Q1 2026 | May 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 30,245 | 903 | 1.37% | 1.37% | 184 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Alpine Global Management, LLC | History | New | 32,090 | 898 | 0.13% | — | 185 | +32,090 | New | Q1 2026 | May 15, 2026 |
| NFC Investments, LLC | History | Reduced | 30,992 | 868 | 0.24% | 0.67% | 186 | -48,469 | -61.0% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,881 | 864 | 0.0% | 0.0% | 187 | +4,290 | 16.13% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 30,778 | 861 | 0.01% | 0.01% | 188 | +565 | 1.87% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 30,040 | 841 | 0.05% | 0.1% | 189 | -8,100 | -21.24% | Q1 2026 | May 08, 2026 |
| Sagewood Asset Management LP | History | Added to | 29,929 | 838 | 0.26% | 0.16% | 190 | +15,027 | 100.84% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 29,691 | 831 | 0.0% | — | 191 | +29,691 | New | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 29,273 | 819 | 0.0% | 0.0% | 192 | +28,914 | 8054.04% | Q1 2026 | Jun 02, 2026 |
| Maryland State Retirement & Pension System | History | No change | 29,205 | 817 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 28,091 | 786 | 0.09% | 0.1% | 194 | -662 | -2.3% | Q1 2026 | Apr 15, 2026 |
| Asset Management Advisors, LLC | History | Added to | 27,975 | 783 | 0.47% | 0.5% | 195 | +100 | 0.36% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 27,698 | 775 | 0.0% | 0.0% | 196 | -478 | -1.7% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 27,667 | 774 | 0.01% | 0.01% | 197 | -83,808 | -75.18% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 27,248 | 762 | 0.0% | 0.0% | 198 | -3,790 | -12.21% | Q1 2026 | Apr 30, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 25,150 | 751 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 26,328 | 750 | 0.0% | 0.0% | 200 | +14,037 | 114.21% | Q1 2026 | May 12, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 26,389 | 738 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 26,322 | 737 | 0.0% | 0.0% | 202 | -2,488 | -8.64% | Q1 2026 | May 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 24,565 | 687 | 0.0% | 0.0% | 203 | +4,417 | 21.92% | Q1 2026 | Apr 22, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 24,500 | 686 | 0.02% | — | 204 | +24,500 | New | Q1 2026 | May 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 24,386 | 682 | 0.0% | 0.0% | 205 | +916 | 3.9% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 24,052 | 673 | 0.0% | — | 206 | +24,052 | New | Q1 2026 | May 15, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 23,939 | 670 | 0.22% | 0.13% | 207 | +10,151 | 73.62% | Q1 2026 | Apr 22, 2026 |
| Essex Financial Services, Inc. | History | Added to | 23,291 | 652 | 0.04% | 0.03% | 208 | +4,927 | 26.83% | Q1 2026 | Apr 24, 2026 |
| Tidal Investments LLC | History | Reduced | 23,245 | 650 | 0.0% | 0.0% | 209 | -15,024 | -39.26% | Q1 2026 | May 15, 2026 |
| TOWER BRIDGE ADVISORS | History | Added to | 23,174 | 648 | 0.06% | 0.07% | 210 | +365 | 1.6% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | Reduced | 23,141 | 647 | 0.03% | 0.14% | 211 | -64,787 | -73.68% | Q1 2026 | May 14, 2026 |
| NEOS Investment Management LLC | History | Added to | 22,569 | 631 | 0.0% | 0.0% | 212 | +6,075 | 36.83% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22,376 | 626 | 0.0% | 0.0% | 213 | +1,047 | 4.91% | Q1 2026 | May 08, 2026 |
| Swedbank AB | History | No change | 22,226 | 622 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Unison Advisors LLC | History | Added to | 22,123 | 619 | 0.05% | 0.06% | 215 | +503 | 2.33% | Q1 2026 | Apr 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 21,663 | 617 | 0.0% | — | 216 | +21,663 | New | Q1 2026 | May 05, 2026 |
| Pensionfund Sabic | History | Added to | 22,000 | 616 | 0.74% | 0.15% | 217 | +4,000 | 22.22% | Q1 2026 | Apr 01, 2026 |
| Brevan Howard Capital Management LP | History | New | 21,949 | 614 | 0.01% | — | 218 | +21,949 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 21,485 | 601 | 0.01% | 0.03% | 219 | -46,166 | -68.24% | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | Added to | 21,201 | 593 | 0.01% | 0.01% | 220 | +1,897 | 9.83% | Q1 2026 | May 07, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 20,901 | 585 | 0.04% | 0.05% | 221 | -1,859 | -8.17% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,895 | 585 | 0.0% | 0.0% | 222 | +384 | 1.87% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 20,244 | 566 | 0.0% | 0.0% | 223 | -4,756 | -19.02% | Q1 2026 | May 12, 2026 |
| GM Advisory Group, LLC | History | No change | 20,175 | 564 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Added to | 19,876 | 556 | 0.0% | 0.0% | 225 | +7 | 0.04% | Q1 2026 | May 12, 2026 |
| Merited Wealth, LLC | History | No change | 19,722 | 552 | 0.46% | 0.55% | 226 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 19,405 | 542 | 0.0% | — | 227 | +19,405 | New | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,106 | 535 | 0.0% | 0.0% | 228 | -4,635 | -19.52% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 18,972 | 531 | 0.03% | 0.03% | 229 | +249 | 1.33% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | Reduced | 17,817 | 498 | 0.01% | 0.01% | 230 | -4,375 | -19.71% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | Added to | 17,719 | 496 | 0.37% | 0.07% | 231 | +13,635 | 333.86% | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 17,645 | 494 | 0.01% | 0.01% | 232 | +23 | 0.13% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,536 | 491 | 0.0% | 0.0% | 233 | +3,520 | 25.11% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 17,261 | 483 | 0.0% | — | 234 | +17,261 | New | Q1 2026 | May 15, 2026 |
| Verdad Advisers, LP | History | New | 17,122 | 479 | 0.54% | — | 235 | +17,122 | New | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 16,995 | 475 | 0.01% | 0.01% | 236 | -2,309 | -11.96% | Q1 2026 | Apr 27, 2026 |
| KBC Group NV | History | Reduced | 16,801 | 470 | 0.0% | 0.0% | 237 | -3,035 | -15.3% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 16,659 | 466 | 0.01% | 0.01% | 238 | +1,091 | 7.01% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 16,610 | 465 | 0.01% | 0.01% | 239 | +3,833 | 30.0% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | New | 16,251 | 455 | 0.16% | — | 240 | +16,251 | New | Q1 2026 | Apr 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 15,817 | 442 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AXQ CAPITAL, LP | History | New | 15,498 | 433 | 0.06% | — | 242 | +15,498 | New | Q1 2026 | May 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | New | 15,138 | 422 | 0.08% | — | 243 | +15,138 | New | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | New | 15,068 | 421 | 0.06% | — | 244 | +15,068 | New | Q1 2026 | Apr 07, 2026 |
| Vident Advisory, LLC | History | Reduced | 14,530 | 406 | 0.0% | 0.0% | 245 | -2,202 | -13.16% | Q1 2026 | May 14, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 14,343 | 401 | 0.18% | 0.18% | 246 | +722 | 5.3% | Q1 2026 | Apr 22, 2026 |
| Engineers Gate Manager LP | History | Reduced | 13,763 | 385 | 0.0% | 0.01% | 247 | -1,846 | -11.83% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Reduced | 13,684 | 383 | 0.01% | 0.01% | 248 | -4 | -0.03% | Q1 2026 | May 05, 2026 |
| DRW Securities, LLC | History | Reduced | 13,569 | 379 | 0.01% | 0.02% | 249 | -17,703 | -56.61% | Q1 2026 | May 13, 2026 |
| KDT Advisors, LLC | History | Added to | 13,401 | 375 | 0.6% | 0.55% | 250 | +251 | 1.91% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 12,968 | 363 | 0.01% | 0.02% | 251 | -1,487 | -10.29% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,901 | 361 | 0.0% | 0.0% | 252 | +3,219 | 33.25% | Q1 2026 | Apr 30, 2026 |
| Korea Investment CORP | History | No change | 12,853 | 359 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,791 | 358 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 12,266 | 343 | 0.01% | 0.01% | 255 | -1,218 | -9.03% | Q1 2026 | Apr 21, 2026 |
| XPONANCE LLC | History | Added to | 11,952 | 334 | 0.0% | 0.0% | 256 | +3,560 | 42.42% | Q1 2026 | May 13, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 11,637 | 325 | 0.03% | — | 257 | +11,637 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,436 | 320 | 0.01% | 0.01% | 258 | -100 | -0.87% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 10,956 | 306 | 0.0% | 0.0% | 259 | +516 | 4.94% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,834 | 303 | 0.0% | 0.0% | 260 | +403 | 3.86% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 10,467 | 293 | 0.0% | 0.0% | 261 | -833 | -7.37% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 10,449 | 292 | 0.0% | 0.01% | 262 | -102,414 | -90.74% | Q1 2026 | May 14, 2026 |
| Moran Wealth Management, LLC | History | New | 10,462 | 292 | 0.01% | — | 263 | +10,462 | New | Q1 2026 | Apr 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 10,370 | 290 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | New | 10,323 | 289 | 0.0% | — | 266 | +10,323 | New | Q1 2026 | May 04, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 10,325 | 289 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,247 | 286 | 0.0% | 0.0% | 267 | -959 | -8.56% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 9,929 | 278 | 0.0% | 0.0% | 269 | +579 | 6.19% | Q1 2026 | May 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 9,938 | 278 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 9,866 | 276 | 0.02% | 0.02% | 270 | +680 | 7.4% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,614 | 269 | 0.0% | 0.0% | 271 | -1,845 | -16.1% | Q1 2026 | Apr 27, 2026 |
| Frec Markets, Inc. | History | New | 9,490 | 265 | 0.05% | — | 272 | +9,490 | New | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | New | 9,372 | 262 | 0.01% | — | 273 | +9,372 | New | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Reduced | 9,205 | 257 | 0.0% | 0.0% | 274 | -63 | -0.68% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 9,036 | 253 | 0.0% | 0.0% | 275 | -31,320 | -77.61% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 9,008 | 252 | 0.0% | — | 277 | +9,008 | New | Q1 2026 | May 14, 2026 |
| Fractal Investments LLC | History | No change | 9,000 | 252 | 0.03% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sippican Capital Advisors | History | Reduced | 8,412 | 235 | 0.16% | 0.17% | 278 | -359 | -4.09% | Q1 2026 | Apr 23, 2026 |
| Utah Retirement Systems | History | No change | 8,119 | 227 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DoubleLine ETF Adviser LP | History | Reduced | 8,006 | 224 | 0.09% | 0.09% | 280 | -1,957 | -19.64% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | New | 7,979 | 223 | 0.25% | — | 281 | +7,979 | New | Q1 2026 | Apr 15, 2026 |
| SummitTX Capital, L.P. | History | New | 7,707 | 215 | 0.01% | — | 282 | +7,707 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 7,656 | 214 | 0.02% | 0.02% | 283 | +60 | 0.79% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,528 | 210 | 0.0% | 0.0% | 284 | +262 | 3.61% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,395 | 207 | 0.0% | 0.0% | 285 | -316 | -4.1% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | New | 7,315 | 204 | 0.0% | — | 286 | +7,315 | New | Q1 2026 | May 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 7,233 | 202 | 0.0% | 0.0% | 287 | -86 | -1.18% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 7,173 | 200 | 0.0% | — | 288 | +7,173 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,925 | 193 | 0.0% | 0.0% | 289 | +2,315 | 50.22% | Q1 2026 | Jun 02, 2026 |
| MetLife Investment Management, LLC | History | Added to | 6,871 | 192 | 0.0% | 0.0% | 290 | +77 | 1.13% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 6,697 | 187 | 0.0% | 0.0% | 291 | -31 | -0.46% | Q1 2026 | Apr 07, 2026 |
| Daytona Street Capital LLC | History | Reduced | 5,876 | 165 | 0.13% | 0.14% | 292 | -80 | -1.34% | Q1 2026 | Apr 10, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,405 | 161 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 5,676 | 158 | 0.01% | 0.01% | 294 | +303 | 5.64% | Q1 2026 | Apr 06, 2026 |
| Grove Bank & Trust | History | No change | 5,394 | 151 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quarry LP | History | Added to | 5,322 | 149 | 0.03% | 0.01% | 296 | +2,972 | 126.47% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,855 | 135 | 0.0% | 0.01% | 297 | -7,260 | -59.93% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 4,704 | 131 | 0.0% | 0.0% | 298 | -39 | -0.82% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,468 | 125 | 0.0% | 0.01% | 299 | -338 | -7.03% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,103 | 114 | 0.0% | 0.0% | 300 | -341 | -7.67% | Q1 2026 | May 01, 2026 |
| STRS OHIO | History | Reduced | 3,661 | 102 | 0.0% | 0.0% | 301 | -5 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,162 | 88 | 0.01% | 0.0% | 303 | +2,919 | 1201.23% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 3,175 | 88 | 0.0% | 0.0% | 302 | -430 | -11.93% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,051 | 85 | 0.0% | 0.0% | 304 | -277 | -8.32% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | No change | 3,001 | 84 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,978 | 83 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,878 | 81 | 0.0% | 0.0% | 307 | +1,046 | 57.1% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,813 | 78 | 0.0% | 0.0% | 308 | +1,219 | 76.47% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,725 | 77 | 0.01% | 0.0% | 309 | +1,000 | 57.97% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,732 | 76 | 0.0% | 0.01% | 310 | -118,588 | -97.75% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 2,653 | 74 | 0.0% | 0.0% | 311 | +908 | 52.03% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 2,510 | 70 | 0.0% | 0.0% | 312 | +1,785 | 246.21% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,462 | 68 | 0.0% | 0.0% | 313 | +708 | 40.36% | Q1 2026 | Apr 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,035 | 56 | 0.0% | 0.0% | 314 | +624 | 44.22% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,932 | 55 | 0.0% | 0.0% | 315 | +429 | 28.54% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,931 | 54 | 0.0% | 0.0% | 316 | +67 | 3.59% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,913 | 53 | 0.0% | 0.0% | 317 | +38 | 2.03% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,876 | 52 | 0.0% | 0.0% | 319 | +1,839 | 4970.27% | Q1 2026 | Apr 10, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,865 | 52 | 0.0% | 0.0% | 320 | -179 | -8.76% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,765 | 52 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | No change | 1,802 | 50 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quent Capital, LLC | History | Reduced | 1,377 | 38 | 0.0% | 0.0% | 322 | -556 | -28.76% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 1,307 | 36 | 0.0% | — | 324 | +1,307 | New | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,340 | 36 | 0.0% | 0.0% | 323 | -1,157 | -46.34% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 1,270 | 35 | 0.01% | 0.0% | 325 | +653 | 105.83% | Q1 2026 | Apr 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,200 | 33 | 0.0% | 0.0% | 326 | -2,300 | -65.71% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,208 | 33 | 0.0% | 0.0% | 327 | +250 | 26.1% | Q1 2026 | May 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 1,059 | 29 | 0.01% | 0.01% | 328 | -50 | -4.51% | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | Reduced | 1,020 | 29 | 0.0% | 0.0% | 329 | -31 | -2.95% | Q1 2026 | Apr 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,022 | 28 | 0.0% | 0.0% | 331 | +693 | 210.64% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 28 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 1,091 | 28 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 977 | 26 | 0.0% | 0.0% | 334 | +75 | 8.31% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 889 | 26 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 895 | 25 | 0.0% | — | 336 | +895 | New | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 908 | 25 | 0.0% | 0.0% | 335 | -87 | -8.74% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 891 | 24 | 0.0% | 0.0% | 337 | -84 | -8.62% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 872 | 24 | 0.0% | 0.0% | 338 | -75 | -7.92% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 822 | 23 | 0.0% | 0.0% | 340 | -682 | -45.35% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 840 | 23 | 0.0% | 0.0% | 339 | -181 | -17.73% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | New | 708 | 19 | 0.0% | — | 341 | +708 | New | Q1 2026 | May 19, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 650 | 18 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sava Infond d.o.o. | History | No change | 675 | 18 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 620 | 17 | 0.0% | 0.0% | 344 | -16 | -2.52% | Q1 2026 | Apr 21, 2026 |
| Rossby Financial, LCC | History | Added to | 554 | 15 | 0.0% | — | 347 | +549 | 10980.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 552 | 15 | 0.0% | 0.0% | 345 | +426 | 338.1% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 557 | 15 | 0.0% | 0.0% | 346 | -177 | -24.11% | Q1 2026 | Apr 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 520 | 14 | 0.0% | — | 349 | +520 | New | Q1 2026 | May 11, 2026 |
| DANSKE BANK A/S | History | No change | 500 | 14 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 486 | 13 | 0.0% | 0.0% | 351 | -701 | -59.06% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 470 | 13 | 0.0% | 0.0% | 350 | -40 | -7.84% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Added to | 466 | 13 | 0.0% | 0.0% | 352 | +18 | 4.02% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 462 | 12 | 0.0% | 0.0% | 356 | -155 | -25.12% | Q1 2026 | Apr 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 433 | 12 | 0.0% | 0.0% | 357 | +126 | 41.04% | Q1 2026 | Apr 06, 2026 |
| SouthState Bank Corp | History | Reduced | 461 | 12 | 0.0% | 0.0% | 354 | -19 | -3.96% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 458 | 12 | 0.0% | 0.0% | 353 | -14 | -2.97% | Q1 2026 | Apr 30, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 462 | 12 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 400 | 11 | 0.0% | — | 360 | +400 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 404 | 11 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | No change | 393 | 11 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Anfield Capital Management, LLC | History | New | 366 | 10 | 0.0% | — | 362 | +366 | New | Q1 2026 | May 12, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 391 | 10 | 0.0% | 0.0% | 361 | -56 | -12.53% | Q1 2026 | Apr 15, 2026 |
| Cromwell Holdings LLC | History | No change | 351 | 9 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 293 | 8 | 0.0% | — | 367 | +293 | New | Q1 2026 | Apr 20, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 300 | 8 | 0.0% | 0.0% | 364 | +113 | 60.43% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 291 | 8 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clear Street Group Inc. | History | No change | 300 | 8 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Added to | 262 | 7 | 0.0% | — | 368 | +254 | 3175.0% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 261 | 7 | 0.0% | — | 370 | +230 | 741.94% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 250 | 7 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 229 | 6 | 0.0% | — | 377 | +229 | New | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Reduced | 211 | 6 | 0.0% | 0.0% | 373 | -41 | -16.27% | Q1 2026 | May 05, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 218 | 6 | 0.0% | 0.0% | 372 | +14 | 6.86% | Q1 2026 | Apr 17, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 232 | 6 | 0.0% | 0.0% | 376 | -8 | -3.33% | Q1 2026 | Apr 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 235 | 6 | 0.0% | 0.0% | 375 | +6 | 2.62% | Q1 2026 | Apr 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GGM Financial LLC | History | No change | 229 | 6 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bare Financial Services, Inc | History | Added to | 209 | 5 | 0.0% | 0.0% | 383 | +167 | 397.62% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 207 | 5 | 0.0% | 0.0% | 381 | +145 | 233.87% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 193 | 5 | 0.0% | 0.0% | 379 | -1 | -0.52% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | No change | 198 | 5 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | No change | 181 | 5 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 180 | 5 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 146 | 4 | 0.0% | — | 388 | +146 | New | Q1 2026 | Apr 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 172 | 4 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | No change | 177 | 4 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Millstone Evans Group, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 155 | 4 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 135 | 3 | 0.0% | — | 397 | +135 | New | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 113 | 3 | 0.0% | 0.0% | 389 | -14 | -11.02% | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | Added to | 137 | 3 | 0.0% | 0.0% | 394 | +5 | 3.79% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | No change | 132 | 3 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | No change | 141 | 3 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Fairscale Capital, LLC | History | No change | 121 | 3 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Graney & King, LLC | History | No change | 112 | 3 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Caldwell Trust Co | History | No change | 120 | 3 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EFG International AG | History | No change | 110 | 3 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 376 | 2 | 0.0% | 0.0% | 400 | -324 | -46.29% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | New | 89 | 2 | 0.0% | — | 408 | +89 | New | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | New | 89 | 2 | 0.0% | — | 409 | +89 | New | Q1 2026 | May 07, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 96 | 2 | 0.0% | — | 407 | +84 | 700.0% | Q1 2026 | Apr 02, 2026 |
| Ascentis Independent Advisors | History | New | 84 | 2 | 0.0% | — | 410 | +84 | New | Q1 2026 | Apr 28, 2026 |
| Heritage Wealth Advisors | History | Reduced | 83 | 2 | 0.0% | 0.0% | 401 | -83 | -50.0% | Q1 2026 | May 13, 2026 |
| CURIO WEALTH, LLC | History | New | 79 | 2 | 0.0% | — | 411 | +79 | New | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 70 | 2 | 0.0% | 0.0% | 405 | -27 | -27.84% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 90 | 2 | 0.0% | 0.0% | 404 | -24 | -21.05% | Q1 2026 | Apr 08, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 79 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Archer Investment Corp | History | No change | 100 | 2 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Crews Bank & Trust | History | No change | 90 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 52 | 1 | 0.0% | 0.0% | 417 | -400 | -88.5% | Q1 2026 | May 04, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 421 | -113 | -71.97% | Q1 2026 | May 13, 2026 |
| BAYBAN | History | New | 60 | 1 | 0.0% | — | 436 | +60 | New | Q1 2026 | Apr 24, 2026 |
| Vanguard National Trust Co | History | New | 59 | 1 | 0.0% | — | 435 | +59 | New | Q1 2026 | May 08, 2026 |
| Decker Retirement Planning Inc. | History | New | 50 | 1 | 0.0% | — | 434 | +50 | New | Q1 2026 | Apr 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 57 | 1 | 0.0% | 0.0% | 413 | -49 | -46.23% | Q1 2026 | May 05, 2026 |
| Strengthening Families & Communities, LLC | History | New | 40 | 1 | 0.0% | — | 433 | +40 | New | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 39 | 1 | 0.0% | — | 418 | +38 | 3800.0% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 51 | 1 | 0.0% | 0.0% | 422 | -31 | -37.8% | Q1 2026 | Apr 24, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 41 | 1 | 0.0% | 0.0% | 429 | +4 | 10.81% | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 48 | 1 | 0.0% | 0.0% | 424 | -1 | -2.04% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 68 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 71 | 1 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 1 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 48 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Solstein Capital, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CNB Bank | History | No change | 38 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| City State Bank | History | No change | 43 | 1 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Financial Perspectives, Inc | History | No change | 45 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 58 | 1 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Financial Management LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sankala Group LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| GREENHAVEN ASSOCIATES INC | History | Closed out | 0 | 0 | — | 2.23% | — | -4,596,584 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Blue Whale Capital LLP | History | Closed out | 0 | 0 | — | 1.28% | — | -834,287 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -573,790 | -100.0% | Q1 2026 | May 14, 2026 |
| Newtyn Management, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -300,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ELEMENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 4.06% | — | -284,259 | -100.0% | Q1 2026 | May 12, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -162,518 | -100.0% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -135,411 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -97,804 | -100.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -54,252 | -100.0% | Q1 2026 | May 14, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -53,978 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -51,484 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -36,006 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,178 | -100.0% | Q1 2026 | May 01, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -30,348 | -100.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,270 | -100.0% | Q1 2026 | May 13, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -24,000 | -100.0% | Q1 2026 | May 15, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.21% | — | -17,926 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,547 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.02% | — | -17,023 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,702 | -100.0% | Q1 2026 | May 15, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,185 | -100.0% | Q1 2026 | May 07, 2026 |
| Rockbridge Asset Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -12,851 | -100.0% | Q1 2026 | May 14, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.07% | — | -11,358 | -100.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -10,749 | -100.0% | Q1 2026 | May 14, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,461 | -100.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,050 | -100.0% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,821 | -100.0% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,699 | -100.0% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,267 | -100.0% | Q1 2026 | May 13, 2026 |
| Norinchukin Bank, The | History | Closed out | 0 | 0 | — | 0.0% | — | -7,050 | -100.0% | Q1 2026 | May 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,750 | -100.0% | Q1 2026 | May 05, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -6,393 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,630 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,179 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -936 | -100.0% | Q1 2026 | May 11, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -709 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -516 | -100.0% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -484 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -441 | -100.0% | Q1 2026 | May 15, 2026 |
| Kimelman & Baird, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -412 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -217 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Torren Management, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -211 | -95.48% | Q1 2026 | Apr 30, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | Apr 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 20 | 0 | — | 0.0% | — | -114 | -85.07% | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 12, 2026 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 13, 2026 |
| Generali Asset Management SPA SGR | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9 | 0 | — | 0.0% | — | -39 | -81.25% | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | Apr 28, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | Apr 30, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | May 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | May 11, 2026 |
| Olistico Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -19 | -55.88% | Q1 2026 | Apr 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 28 | 0 | — | — | — | +15 | 115.38% | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 19 | 0 | — | — | — | -10 | -34.48% | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 17, 2026 |
| True Wealth Design, LLC | History | Reduced | 20 | 0 | — | — | — | -8 | -28.57% | Q1 2026 | Apr 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 08, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -4 | -33.33% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 17 | 0 | — | — | — | -3 | -15.0% | Q1 2026 | May 01, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 19, 2026 |
| Dunhill Financial, LLC | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q1 2026 | Apr 10, 2026 |
| Hughes Financial Services, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 29, 2026 |
| Portus Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 22, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 34 | 0 | — | — | — | +1 | 3.03% | Q1 2026 | May 01, 2026 |
| Disciplina Capital Management LLC | History | Added to | 24 | 0 | — | — | — | +1 | 4.35% | Q1 2026 | May 07, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 23 | 0 | — | — | — | +1 | 4.55% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Estabrook Capital Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Johnson Financial Group, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Quaker Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Truvestments Capital LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Osbon Capital Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 34 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Nemes Rush Group LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthCollab, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Granite FO LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Seneschal Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advocate Investing Services LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CrossGen Wealth, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 1015 Capital Partners, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |