Madison Square Garden Entertainment Corp. - MSGE
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC | History | Reduced | 6,105,583 | 359,679 | 4.03% | 4.01% | 1 | -775,732 | -11.27% | Q1 2026 | May 14, 2026 |
| Jericho Capital Asset Management L.P. | History | No change | 3,662,724 | 215,771 | 3.19% | 2.25% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,814,622 | 205,569 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 2,867,316 | 168,913 | 0.0% | 0.0% | 4 | -99,062 | -3.34% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,201,753 | 129,705 | 0.17% | 0.13% | 5 | -20,560 | -0.93% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,771,204 | 104,341 | 0.01% | — | 6 | +1,771,204 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,760,512 | 103,711 | 0.0% | — | 7 | +1,760,512 | New | Q1 2026 | May 15, 2026 |
| Channing Capital Management, LLC | History | Reduced | 1,319,080 | 77,707 | 1.99% | 1.89% | 8 | -42,824 | -3.14% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,255,671 | 73,971 | 0.0% | 0.0% | 9 | +68,482 | 5.77% | Q1 2026 | May 15, 2026 |
| DENDUR CAPITAL LP | History | No change | 1,220,000 | 71,870 | 5.27% | 6.53% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 1,210,718 | 71,323 | 0.11% | 0.08% | 11 | +140,581 | 13.14% | Q1 2026 | Apr 20, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,119,287 | 65,948 | 0.0% | 0.0% | 12 | +139,673 | 14.26% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 921,964 | 54,312 | 0.0% | 0.0% | 13 | +27,178 | 3.04% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 810,201 | 47,720 | 0.01% | 0.01% | 14 | -27,660 | -3.3% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 809,981 | 47,715 | 0.01% | 0.0% | 15 | +60,731 | 8.11% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 802,115 | 47,252 | 0.04% | 0.04% | 16 | -63,248 | -7.31% | Q1 2026 | May 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 795,201 | 46,845 | 1.07% | 1.1% | 17 | -68,671 | -7.95% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 673,526 | 39,677 | 0.01% | 0.01% | 18 | -50,941 | -7.03% | Q1 2026 | Apr 30, 2026 |
| Avantyr Capital Partners, LP | History | New | 630,861 | 37,164 | 1.79% | — | 19 | +630,861 | New | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 628,302 | 37,013 | 0.36% | 0.33% | 20 | -4,694 | -0.74% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 526,394 | 31,009 | 0.04% | 0.03% | 21 | +119,631 | 29.41% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Added to | 500,420 | 29,479 | 0.2% | 0.18% | 22 | +11,746 | 2.4% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 476,603 | 28,076 | 0.0% | 0.0% | 23 | -5,678 | -1.18% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 475,105 | 27,988 | 0.12% | 0.1% | 24 | -158,432 | -25.01% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 387,914 | 22,852 | 0.01% | 0.01% | 25 | -124,727 | -24.33% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 386,895 | 22,792 | 0.34% | 0.08% | 26 | +297,205 | 331.37% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 374,043 | 22,034 | 0.0% | 0.0% | 27 | +79,059 | 26.8% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 342,577 | 20,181 | 0.0% | 0.0% | 28 | +11,447 | 3.46% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 332,871 | 19,609 | 0.0% | 0.0% | 29 | -2,886 | -0.86% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 316,990 | 18,673 | 0.01% | 0.01% | 30 | +126,330 | 66.26% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 308,486 | 18,172 | 0.03% | 0.02% | 31 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 305,751 | 18,011 | 0.02% | 0.01% | 32 | +155,606 | 103.64% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 278,357 | 16,398 | 0.0% | — | 33 | +278,357 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 223,411 | 13,161 | 0.0% | 0.0% | 34 | +48,453 | 27.69% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 213,812 | 12,595 | 0.0% | 0.0% | 35 | -45,062 | -17.41% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 199,937 | 11,778 | 0.0% | 0.0% | 36 | +51,709 | 34.88% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 189,800 | 11,181 | 0.02% | — | 37 | +189,800 | New | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 175,812 | 10,357 | 0.04% | 0.04% | 38 | +7,392 | 4.39% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 170,777 | 10,060 | 0.0% | 0.0% | 39 | +75,224 | 78.72% | Q1 2026 | May 11, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 150,000 | 8,837 | 0.03% | 0.04% | 40 | -100,000 | -40.0% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 143,408 | 8,448 | 0.0% | 0.0% | 41 | -19,636 | -12.04% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Reduced | 135,647 | 7,990 | 0.01% | 0.01% | 42 | -2,276 | -1.65% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 138,933 | 7,870 | 0.0% | 0.0% | 43 | +105,380 | 314.07% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 131,119 | 7,724 | 0.01% | 0.0% | 44 | +74,159 | 130.19% | Q1 2026 | May 13, 2026 |
| J. Goldman & Co LP | History | Added to | 123,200 | 7,257 | 0.21% | 0.1% | 45 | +53,080 | 75.7% | Q1 2026 | May 15, 2026 |
| AWH Capital, L.P. | History | No change | 122,000 | 7,187 | 6.53% | 6.07% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | No change | 121,298 | 7,145 | 0.02% | 0.01% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 111,658 | 6,577 | 0.05% | 0.04% | 48 | +20,261 | 22.17% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 110,667 | 6,519 | 0.0% | 0.0% | 49 | -4,037 | -3.52% | Q1 2026 | May 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 105,653 | 6,224 | 0.0% | 0.0% | 50 | +86,268 | 445.02% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 101,651 | 5,988 | 0.0% | 0.0% | 51 | +21,869 | 27.41% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 93,681 | 5,518 | 0.0% | 0.0% | 52 | -663 | -0.7% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 97,100 | 5,232 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 86,119 | 5,073 | 0.0% | 0.0% | 54 | -1,519 | -1.73% | Q1 2026 | May 11, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 82,153 | 4,839 | 0.46% | — | 55 | +82,153 | New | Q1 2026 | Apr 22, 2026 |
| Islander Capital Partners, L.P. | History | Added to | 80,000 | 4,712 | 1.53% | 1.32% | 56 | +25,645 | 47.18% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Added to | 79,535 | 4,685 | 0.1% | 0.07% | 57 | +18,388 | 30.07% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 77,736 | 4,579 | 0.28% | 0.26% | 58 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Verition Fund Management LLC | History | Added to | 76,194 | 4,488 | 0.03% | 0.0% | 59 | +60,412 | 382.79% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 76,059 | 4,480 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Added to | 71,696 | 4,223 | 2.19% | 1.05% | 61 | +11,948 | 20.0% | Q1 2026 | May 15, 2026 |
| BOYAR ASSET MANAGEMENT INC. | History | Added to | 68,337 | 4,025 | 2.29% | 1.7% | 62 | +18,638 | 37.5% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | No change | 58,470 | 3,444 | 0.01% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 54,660 | 3,220 | 0.0% | 0.0% | 64 | +32,378 | 145.31% | Q1 2026 | May 13, 2026 |
| Numerai GP LLC | History | Added to | 52,784 | 3,109 | 0.31% | 0.12% | 65 | +34,749 | 192.68% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 52,571 | 3,096 | 0.0% | 0.0% | 66 | -143 | -0.27% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 52,210 | 3,075 | 0.0% | — | 67 | +52,210 | New | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 51,676 | 3,044 | 0.0% | 0.0% | 68 | +305 | 0.59% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 50,870 | 2,996 | 0.27% | 0.01% | 69 | +46,996 | 1213.11% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,866 | 2,938 | 0.0% | 0.0% | 70 | +7,998 | 19.1% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 49,477 | 2,914 | 0.0% | — | 71 | +49,477 | New | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 49,125 | 2,893 | 0.0% | 0.0% | 72 | +12,049 | 32.5% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 47,629 | 2,805 | 0.07% | 0.05% | 73 | +9,000 | 23.3% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 47,569 | 2,802 | 0.04% | 0.02% | 74 | +17,990 | 60.82% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 46,855 | 2,760 | 0.05% | 0.01% | 75 | +38,825 | 483.5% | Q1 2026 | Apr 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 46,839 | 2,753 | 0.0% | 0.0% | 76 | +42,403 | 955.88% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 46,216 | 2,722 | 0.0% | 0.0% | 77 | +10,064 | 27.84% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 43,582 | 2,567 | 0.0% | 0.0% | 78 | +19,787 | 83.16% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 42,339 | 2,494 | 0.0% | 0.0% | 79 | +2,217 | 5.53% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 41,326 | 2,434 | 0.0% | 0.0% | 80 | +30,979 | 299.4% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 40,101 | 2,362 | 0.0% | 0.0% | 81 | +40,000 | 39603.96% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 39,932 | 2,352 | 0.0% | 0.0% | 82 | -6,572 | -14.13% | Q1 2026 | May 08, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 38,826 | 2,287 | 0.04% | 0.03% | 83 | +7,499 | 23.94% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 41,840 | 2,254 | 0.0% | 0.0% | 84 | +1,400 | 3.46% | Q1 2026 | May 15, 2026 |
| SCHOLTZ & COMPANY, LLC | History | New | 36,971 | 2,177 | 1.11% | — | 85 | +36,971 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 36,182 | 2,131 | 0.0% | 0.0% | 86 | +3,709 | 11.42% | Q1 2026 | May 06, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 35,731 | 2,104 | 0.02% | 0.03% | 87 | -43 | -0.12% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 34,814 | 2,050 | 0.0% | — | 88 | +34,814 | New | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 32,204 | 1,897 | 0.0% | 0.0% | 89 | -8,381 | -20.65% | Q1 2026 | May 08, 2026 |
| Kerrisdale Advisers, LLC | History | Reduced | 31,069 | 1,830 | 0.7% | 1.09% | 90 | -11,900 | -27.69% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 27,760 | 1,635 | 0.03% | 0.01% | 91 | +19,079 | 219.78% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Added to | 25,249 | 1,487 | 0.54% | 0.54% | 92 | +11,176 | 79.41% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,095 | 1,478 | 0.0% | 0.0% | 93 | +2,316 | 10.17% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 24,078 | 1,418 | 0.0% | 0.0% | 94 | +1,514 | 6.71% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 22,386 | 1,318 | 0.01% | 0.01% | 95 | -109 | -0.48% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 21,782 | 1,283 | 0.01% | 0.0% | 96 | +16,264 | 294.74% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 21,322 | 1,256 | 0.0% | — | 97 | +21,322 | New | Q1 2026 | May 13, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 20,305 | 1,252 | 0.24% | 0.22% | 98 | +530 | 2.68% | Q1 2026 | Apr 29, 2026 |
| Radnor Capital Management, LLC | History | No change | 20,712 | 1,220 | 0.18% | 0.17% | 99 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 20,577 | 1,212 | 0.01% | 0.02% | 100 | -32,996 | -61.59% | Q1 2026 | May 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 20,000 | 1,178 | 0.0% | — | 101 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 19,495 | 1,148 | 0.0% | 0.0% | 102 | +2,307 | 13.42% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 21,071 | 1,135 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,601 | 1,095 | 0.0% | 0.0% | 104 | +163 | 0.88% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,384 | 1,083 | 0.0% | 0.0% | 105 | +4,590 | 33.28% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 18,200 | 1,072 | 0.0% | — | 106 | +18,200 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 17,786 | 1,047 | 0.01% | 0.01% | 107 | -9,143 | -33.95% | Q1 2026 | Apr 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,644 | 1,039 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 17,519 | 1,032 | 0.0% | 0.0% | 109 | +212 | 1.22% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,905 | 995 | 0.01% | 0.01% | 110 | -3,764 | -18.21% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 16,928 | 994 | 0.0% | 0.0% | 111 | +53 | 0.31% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 16,578 | 976 | 0.0% | — | 112 | +16,578 | New | Q1 2026 | May 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 16,011 | 943 | 0.0% | — | 113 | +16,011 | New | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 16,004 | 942 | 0.0% | 0.0% | 114 | +6,801 | 73.9% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Added to | 15,440 | 909 | 0.04% | 0.02% | 115 | +7,379 | 91.54% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 13,706 | 807 | 0.0% | — | 116 | +13,706 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 13,673 | 805 | 0.01% | 0.01% | 117 | -703 | -4.89% | Q1 2026 | Apr 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 13,537 | 797 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 13,372 | 787 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,322 | 784 | 0.0% | 0.0% | 120 | +5,174 | 63.5% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,150 | 774 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,346 | 727 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Magnetar Financial LLC | History | Added to | 11,095 | 653 | 0.01% | 0.0% | 123 | +5,043 | 83.33% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 11,078 | 652 | 0.01% | 0.01% | 124 | -953 | -7.92% | Q1 2026 | Apr 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,958 | 645 | 0.01% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 10,800 | 636 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,625 | 625 | 0.01% | 0.01% | 127 | -3,246 | -23.4% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 10,567 | 622 | 0.0% | — | 128 | +10,567 | New | Q1 2026 | Apr 30, 2026 |
| Arizona State Retirement System | History | Reduced | 10,537 | 620 | 0.0% | 0.0% | 129 | -260 | -2.41% | Q1 2026 | May 01, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 10,408 | 613 | 0.0% | — | 130 | +10,408 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 9,894 | 582 | 0.0% | — | 131 | +9,894 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,832 | 579 | 0.0% | 0.0% | 132 | +2,261 | 29.86% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 9,726 | 572 | 0.0% | 0.0% | 133 | +4,620 | 90.48% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 9,826 | 569 | 0.0% | — | 134 | +9,826 | New | Q1 2026 | Apr 30, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,429 | 555 | 0.0% | — | 136 | +9,429 | New | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 9,423 | 555 | 0.0% | 0.0% | 135 | -4,536 | -32.5% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,291 | 547 | 0.0% | 0.0% | 137 | -1,256 | -11.91% | Q1 2026 | Apr 30, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,200 | 542 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 8,932 | 526 | 0.15% | 0.14% | 139 | -18 | -0.2% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 8,635 | 508 | 0.0% | 0.0% | 140 | -53,216 | -86.04% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 8,580 | 505 | 0.08% | — | 141 | +8,580 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,514 | 501 | 0.0% | 0.0% | 142 | +400 | 4.93% | Q1 2026 | Apr 29, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 8,205 | 483 | 0.07% | 0.06% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 7,788 | 458 | 0.0% | 0.0% | 144 | -972 | -11.1% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,007 | 412 | 0.0% | 0.0% | 145 | -180 | -2.5% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,877 | 405 | 0.0% | 0.0% | 146 | +1,245 | 22.11% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,902 | 347 | 0.0% | 0.0% | 147 | -698 | -10.58% | Q1 2026 | May 08, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,748 | 338 | 0.0% | 0.0% | 148 | -1,503 | -20.73% | Q1 2026 | Apr 24, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,619 | 331 | 0.0% | 0.0% | 149 | +921 | 19.6% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 5,218 | 307 | 0.0% | 0.0% | 150 | +487 | 10.29% | Q1 2026 | May 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 5,245 | 303 | 0.0% | — | 151 | +5,245 | New | Q1 2026 | May 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,236 | 302 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 5,140 | 302 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | New | 4,930 | 290 | 0.0% | — | 154 | +4,930 | New | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 4,866 | 286 | 0.03% | 0.03% | 155 | -44 | -0.9% | Q1 2026 | May 13, 2026 |
| Hillsdale Investment Management Inc. | History | New | 4,830 | 284 | 0.01% | — | 156 | +4,830 | New | Q1 2026 | May 04, 2026 |
| Jump Financial, LLC | History | Reduced | 4,687 | 276 | 0.0% | 0.02% | 157 | -28,613 | -85.92% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 4,748 | 268 | 0.05% | — | 158 | +4,748 | New | Q1 2026 | May 12, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 4,435 | 261 | 0.01% | — | 159 | +4,435 | New | Q1 2026 | May 14, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | No change | 4,400 | 259 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Massar Capital Management, LP | History | Reduced | 4,369 | 257 | 0.03% | 0.05% | 162 | -4,369 | -50.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,360 | 257 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 4,300 | 253 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 4,150 | 244 | 0.02% | — | 165 | +4,150 | New | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,152 | 244 | 0.0% | 0.0% | 164 | -700 | -14.43% | Q1 2026 | Apr 10, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 4,071 | 239 | 0.03% | 0.09% | 166 | -3,460 | -45.94% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 3,978 | 234 | 0.0% | 0.0% | 167 | +102 | 2.63% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 3,946 | 232 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| INCEPTIONR LLC | History | Reduced | 3,924 | 231 | 0.06% | 0.09% | 169 | -1,789 | -31.31% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | New | 3,748 | 220 | 0.0% | — | 170 | +3,748 | New | Q1 2026 | May 13, 2026 |
| Quantedge Capital Pte Ltd | History | New | 3,700 | 217 | 0.12% | — | 171 | +3,700 | New | Q1 2026 | May 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 3,212 | 214 | 0.01% | — | 172 | +3,212 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 3,545 | 208 | 0.01% | — | 173 | +3,545 | New | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | New | 3,514 | 207 | 0.0% | — | 174 | +3,514 | New | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,314 | 195 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,882 | 169 | 0.0% | 0.0% | 176 | +716 | 33.06% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,522 | 148 | 0.0% | 0.0% | 177 | -332 | -11.63% | Q1 2026 | Apr 13, 2026 |
| Freestone Grove Partners LP | History | New | 2,440 | 143 | 0.0% | — | 178 | +2,440 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,226 | 131 | 0.0% | 0.0% | 179 | +1 | 0.04% | Q1 2026 | Apr 30, 2026 |
| State of Wyoming | History | New | 2,218 | 130 | 0.02% | — | 180 | +2,218 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,097 | 123 | 0.0% | 0.0% | 181 | -1,552 | -42.53% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,926 | 113 | 0.0% | — | 182 | +1,926 | New | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 1,721 | 101 | 0.0% | 0.0% | 183 | -2 | -0.12% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,699 | 100 | 0.0% | — | 184 | +1,699 | New | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 1,688 | 99 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,310 | 77 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,225 | 72 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,239 | 66 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,024 | 55 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 815 | 48 | 0.0% | 0.0% | 190 | +15 | 1.88% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 649 | 38 | 0.0% | 0.0% | 191 | -41 | -5.94% | Q1 2026 | Apr 30, 2026 |
| Quent Capital, LLC | History | No change | 469 | 27 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 346 | 20 | 0.0% | 0.0% | 193 | +68 | 24.46% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 324 | 19 | 0.0% | 0.0% | 194 | -2 | -0.61% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 257 | 15 | 0.0% | 0.0% | 195 | -7 | -2.65% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quantbot Technologies LP | History | Reduced | 216 | 12 | 0.0% | 0.01% | 197 | -7,032 | -97.02% | Q1 2026 | May 13, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 218 | 12 | 0.0% | 0.02% | 199 | -1,784 | -89.11% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 220 | 12 | 0.0% | 0.0% | 198 | +9 | 4.27% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 210 | 12 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 192 | 11 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Added to | 178 | 10 | 0.0% | 0.0% | 204 | +84 | 89.36% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 189 | 10 | 0.0% | 0.0% | 202 | -46 | -19.57% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 186 | 10 | 0.0% | 0.0% | 205 | +18 | 10.71% | Q1 2026 | Apr 06, 2026 |
| Versant Capital Management, Inc | History | No change | 179 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 164 | 9 | 0.0% | 0.0% | 207 | -79 | -32.51% | Q1 2026 | Apr 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 165 | 9 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 125 | 7 | 0.0% | — | 208 | +125 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 95 | 5 | 0.0% | 0.0% | 210 | -79 | -45.4% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 86 | 5 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 88 | 4 | 0.0% | 0.0% | 212 | -73 | -45.34% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 81 | 4 | 0.0% | 0.0% | 211 | +15 | 22.73% | Q1 2026 | May 07, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 60 | 3 | 0.0% | 0.0% | 213 | +22 | 57.89% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 47 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Marquette Asset Management, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 31 | 1 | 0.0% | — | 223 | +30 | 3000.0% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 19 | 1 | 0.0% | — | 217 | +17 | 850.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 31 | 1 | 0.0% | 0.0% | 219 | +9 | 40.91% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | No change | 18 | 1 | 0.0% | — | 218 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 17 | 1 | 0.0% | — | 222 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bare Financial Services, Inc | History | No change | 17 | 1 | 0.0% | — | 224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Northern Right Capital Management, L.P. | History | Closed out | 0 | 0 | — | 5.18% | — | -366,377 | -100.0% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.01% | — | -113,259 | -100.0% | Q1 2026 | May 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -39,752 | -100.0% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -26,197 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,700 | -100.0% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,943 | -100.0% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,364 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,793 | -100.0% | Q1 2026 | May 08, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,745 | -100.0% | Q1 2026 | May 12, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.12% | — | -5,745 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,536 | -100.0% | Q1 2026 | May 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -5,290 | -100.0% | Q1 2026 | May 14, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,458 | -100.0% | Q1 2026 | May 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,344 | -100.0% | Q1 2026 | May 11, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,015 | -100.0% | Q1 2026 | May 14, 2026 |
| SENTINEL TRUST CO LBA | History | Closed out | 0 | 0 | — | 0.02% | — | -3,984 | -100.0% | Q1 2026 | May 07, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,915 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,246 | -100.0% | Q1 2026 | May 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -870 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -830 | -100.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -421 | -100.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2 | 0 | — | — | — | -8 | -80.0% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 05, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trust Co | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HighMark Wealth Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DecisionPoint Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WPG Advisers, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |