ArcelorMittal - MT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,232,495 | 168,007 | 0.03% | 0.03% | 1 | +11,503 | 0.36% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,007,524 | 104,351 | 0.01% | 0.0% | 2 | +289,179 | 16.83% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,582,923 | 82,280 | 0.01% | 0.01% | 3 | +20,143 | 1.29% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,557,559 | 80,961 | 0.0% | 0.0% | 4 | +180,755 | 13.13% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,429,558 | 74,308 | 0.0% | 0.0% | 5 | -447,853 | -23.85% | Q1 2026 | May 13, 2026 |
| Maple Rock Capital Partners Inc. | History | Reduced | 1,414,265 | 73,513 | 2.39% | 2.45% | 6 | -216,335 | -13.27% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 1,326,300 | 68,941 | 0.02% | 0.03% | 7 | -186,600 | -12.33% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,104,401 | 57,406 | 0.01% | 0.01% | 8 | -376,353 | -25.42% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 919,456 | 47,793 | 0.02% | 0.0% | 9 | +779,776 | 558.26% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 890,458 | 46,286 | 0.11% | 0.11% | 10 | +5,797 | 0.66% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 765,869 | 39,809 | 0.01% | 0.0% | 11 | +568,672 | 288.38% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 746,915 | 38,824 | 0.02% | 0.01% | 12 | +204,738 | 37.76% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 716,257 | 37,231 | 0.01% | 0.01% | 13 | -372,480 | -34.21% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | No change | 674,150 | 35,042 | 0.12% | 0.1% | 14 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 670,631 | 34,859 | 0.0% | 0.0% | 15 | -171,254 | -20.34% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 618,135 | 32,130 | 0.0% | 0.0% | 16 | -153,701 | -19.91% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 578,164 | 30,052 | 0.05% | 0.02% | 17 | +351,169 | 154.7% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 569,842 | 29,620 | 0.02% | 0.02% | 18 | -68,941 | -10.79% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 517,752 | 26,912 | 0.0% | 0.01% | 19 | -628,765 | -54.84% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 441,068 | 22,927 | 0.0% | 0.01% | 20 | -383,460 | -46.51% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 405,827 | 21,094 | 0.0% | 0.0% | 21 | +184,471 | 83.34% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 373,275 | 19,402 | 0.01% | 0.01% | 22 | +30,800 | 8.99% | Q1 2026 | May 15, 2026 |
| Senator Investment Group LP | History | Reduced | 341,258 | 17,738 | 0.81% | 1.06% | 23 | -238,742 | -41.16% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 336,363 | 17,484 | 0.02% | — | 24 | +336,363 | New | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | New | 336,163 | 17,473 | 0.07% | — | 25 | +336,163 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 335,931 | 17,461 | 0.03% | 0.03% | 26 | +35,298 | 11.74% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 326,500 | 16,971 | 0.03% | 0.04% | 27 | -344,420 | -51.34% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 288,788 | 15,011 | 0.01% | 0.0% | 28 | +281,039 | 3626.78% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 287,203 | 14,928 | 0.04% | 0.02% | 29 | +143,420 | 99.75% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 281,317 | 14,622 | 0.01% | 0.03% | 30 | -1,532,868 | -84.49% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 276,388 | 14,366 | 0.01% | 0.01% | 31 | +40,805 | 17.32% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 265,697 | 13,810 | 0.17% | 0.24% | 32 | -119,152 | -30.96% | Q1 2026 | May 14, 2026 |
| ROBOTTI ROBERT | History | Reduced | 236,570 | 12,296 | 1.92% | 2.77% | 33 | -102,140 | -30.16% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 243,849 | 11,824 | 0.0% | 0.0% | 34 | +75,128 | 44.53% | Q1 2026 | May 13, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 205,000 | 10,655 | 1.84% | 1.61% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 203,774 | 10,592 | 0.01% | 0.02% | 36 | -70,788 | -25.78% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 199,876 | 10,389 | 0.06% | 0.07% | 37 | -35,874 | -15.22% | Q1 2026 | May 15, 2026 |
| Carrhae Capital LLP | History | New | 196,677 | 10,223 | 0.31% | — | 38 | +196,677 | New | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 187,200 | 9,730 | 0.02% | 0.01% | 39 | +9,256 | 5.2% | Q1 2026 | May 13, 2026 |
| Albar Capital Partners LLP | History | Added to | 177,793 | 9,241 | 1.5% | 1.73% | 40 | +17,642 | 11.02% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 171,149 | 8,896 | 0.3% | 0.21% | 41 | -28,851 | -14.43% | Q1 2026 | Apr 28, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 159,761 | 8,304 | 0.0% | 0.0% | 42 | -63,574 | -28.47% | Q1 2026 | May 15, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 158,085 | 8,217 | 0.84% | 0.44% | 43 | +59,739 | 60.74% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Reduced | 156,947 | 8,158 | 0.02% | 0.04% | 44 | -296,453 | -65.38% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 154,983 | 8,056 | 0.01% | 0.0% | 45 | +36,970 | 31.33% | Q1 2026 | May 12, 2026 |
| Amanah Holdings Trust | History | No change | 148,000 | 7,693 | 0.85% | 0.99% | 46 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 148,408 | 7,602 | 0.01% | 0.01% | 47 | -105,440 | -41.54% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 145,241 | 7,549 | 0.0% | 0.0% | 48 | -14,331 | -8.98% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 143,500 | 7,459 | 0.01% | 0.01% | 49 | -55,000 | -27.71% | Q1 2026 | May 14, 2026 |
| DV EQUITIES, LLC | History | No change | 156,745 | 7,199 | 1.29% | 1.29% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 130,770 | 6,797 | 0.01% | 0.01% | 51 | -29,905 | -18.61% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 127,693 | 6,637 | 0.0% | 0.0% | 52 | +14,006 | 12.32% | Q1 2026 | May 15, 2026 |
| PointState Capital LP | History | New | 125,127 | 6,504 | 0.08% | — | 53 | +125,127 | New | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 122,593 | 6,372 | 0.0% | 0.0% | 54 | +35,084 | 40.09% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | Reduced | 121,077 | 6,293 | 0.03% | 0.03% | 55 | -115,423 | -48.8% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 112,850 | 5,865 | 0.1% | 0.04% | 56 | +77,573 | 219.9% | Q1 2026 | May 15, 2026 |
| Impala Asset Management LLC | History | Reduced | 110,887 | 5,670 | 2.64% | 4.59% | 57 | -47,979 | -30.2% | Q1 2026 | May 13, 2026 |
| Carrera Capital Advisors | History | Added to | 107,655 | 5,595 | 0.86% | 0.79% | 58 | +5,111 | 4.98% | Q1 2026 | May 04, 2026 |
| Squarepoint Ops LLC | History | Added to | 105,955 | 5,507 | 0.01% | 0.0% | 59 | +86,755 | 451.85% | Q1 2026 | May 15, 2026 |
| MMCAP International Inc. SPC | History | Added to | 105,870 | 5,503 | 0.48% | 0.42% | 60 | +14,443 | 15.8% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 100,341 | 5,215 | 0.03% | — | 61 | +100,341 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 100,000 | 5,198 | 0.01% | 0.02% | 62 | -180,869 | -64.4% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 97,537 | 5,069 | 0.05% | 0.05% | 63 | -2,006 | -2.02% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 91,045 | 4,732 | 0.01% | 0.01% | 64 | +1,502 | 1.68% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 86,672 | 4,453 | 0.0% | 0.0% | 65 | -14,211 | -14.09% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 78,457 | 4,078 | 0.13% | 0.21% | 66 | -73,339 | -48.31% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 75,105 | 3,903 | 0.0% | 0.0% | 67 | +69,805 | 1317.08% | Q1 2026 | May 14, 2026 |
| ABC ARBITRAGE SA | History | New | 73,471 | 3,819 | 0.51% | — | 68 | +73,471 | New | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 69,749 | 3,625 | 0.0% | 0.0% | 69 | -23,612 | -25.29% | Q1 2026 | May 11, 2026 |
| HALLSTATT ADVISORS L.P. | History | Reduced | 69,489 | 3,612 | 2.86% | 6.36% | 70 | -117,966 | -62.93% | Q1 2026 | May 07, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 65,000 | 3,378 | 0.78% | 0.27% | 71 | +38,000 | 140.74% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 63,124 | 3,281 | 0.01% | 0.01% | 72 | -18,369 | -22.54% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 57,513 | 2,989 | 0.01% | 0.0% | 73 | +52,213 | 985.15% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 57,045 | 2,965 | 0.0% | 0.0% | 74 | -338 | -0.59% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 55,311 | 2,875 | 0.0% | 0.0% | 75 | +40,593 | 275.81% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 54,782 | 2,847 | 0.0% | 0.0% | 76 | -17,265 | -23.96% | Q1 2026 | May 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 54,116 | 2,812 | 0.16% | 0.01% | 77 | +49,168 | 993.69% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 47,215 | 2,454 | 0.0% | 0.0% | 78 | +728 | 1.57% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 45,957 | 2,388 | 0.04% | — | 79 | +45,957 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 44,321 | 2,303 | 0.0% | 0.0% | 80 | +15,612 | 54.38% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 43,916 | 2,282 | 0.01% | 0.01% | 81 | +3,060 | 7.49% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 43,499 | 2,261 | 0.07% | 0.07% | 82 | +9,700 | 28.7% | Q1 2026 | Apr 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 42,597 | 2,214 | 0.12% | 0.11% | 83 | +1,971 | 4.85% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 41,025 | 2,129 | 0.0% | 0.0% | 84 | +5,351 | 15.0% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 37,233 | 1,935 | 0.02% | 0.03% | 85 | -19,646 | -34.54% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 36,000 | 1,871 | 0.01% | 0.01% | 86 | -18,300 | -33.7% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 35,088 | 1,823 | 0.02% | 0.07% | 87 | -69,825 | -66.56% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 34,744 | 1,805 | 0.05% | 0.0% | 88 | +32,048 | 1188.72% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 34,553 | 1,796 | 0.03% | 0.02% | 89 | +528 | 1.55% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 33,924 | 1,763 | 0.02% | 0.02% | 90 | +796 | 2.4% | Q1 2026 | Apr 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 32,071 | 1,667 | 0.0% | 0.01% | 91 | -89,100 | -73.53% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 32,750 | 1,588 | 0.28% | — | 92 | +32,750 | New | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 29,376 | 1,527 | 0.02% | 0.02% | 93 | +3,012 | 11.42% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 28,947 | 1,504 | 0.0% | 0.0% | 94 | +11,900 | 69.81% | Q1 2026 | May 14, 2026 |
| Hartree Partners, LP | History | Added to | 27,725 | 1,441 | 0.31% | 0.09% | 95 | +22,501 | 430.72% | Q1 2026 | May 12, 2026 |
| Merewether Investment Management, LP | History | New | 28,173 | 1,426 | 0.03% | — | 96 | +28,173 | New | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 27,093 | 1,408 | 0.44% | 0.35% | 97 | +2,387 | 9.66% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 25,470 | 1,323 | 0.0% | 0.0% | 98 | -12,684 | -33.24% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 25,146 | 1,307 | 0.0% | — | 99 | +25,146 | New | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 24,470 | 1,271 | 0.02% | 0.02% | 100 | -3,050 | -11.08% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 23,819 | 1,238 | 0.04% | 0.03% | 101 | +274 | 1.16% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 23,398 | 1,216 | 0.0% | 0.01% | 102 | -300,178 | -92.77% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 22,489 | 1,168 | 0.28% | 0.26% | 103 | -1,051 | -4.46% | Q1 2026 | Apr 08, 2026 |
| Vident Advisory, LLC | History | Added to | 22,389 | 1,163 | 0.01% | 0.01% | 104 | +2,188 | 10.83% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 21,761 | 1,131 | 0.0% | 0.0% | 105 | +10,219 | 88.54% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | New | 21,600 | 1,122 | 0.01% | — | 106 | +21,600 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 21,413 | 1,113 | 0.01% | 0.0% | 107 | +2,607 | 13.86% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 19,469 | 1,049 | 0.0% | 0.0% | 108 | +4,966 | 34.24% | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 20,127 | 1,046 | 0.06% | 0.05% | 109 | -50 | -0.25% | Q1 2026 | Apr 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 19,932 | 1,036 | 0.0% | — | 110 | +19,932 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 19,853 | 1,031 | 0.02% | 0.01% | 111 | +3,428 | 20.87% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 19,745 | 1,026 | 0.0% | 0.0% | 112 | +779 | 4.11% | Q1 2026 | May 15, 2026 |
| SALT Holding Corp. | History | No change | 19,700 | 1,024 | 0.62% | 0.7% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Added to | 19,301 | 1,003 | 0.01% | 0.01% | 114 | +13,514 | 233.52% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 18,999 | 987 | 0.0% | 0.0% | 115 | +3,670 | 23.94% | Q1 2026 | May 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 18,409 | 956 | 0.0% | 0.0% | 116 | -16,066 | -46.6% | Q1 2026 | Apr 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 18,266 | 949 | 0.02% | 0.02% | 117 | +1,584 | 9.5% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 17,699 | 919 | 0.02% | 0.02% | 118 | -45 | -0.25% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 16,213 | 842 | 0.0% | 0.0% | 119 | -4,880 | -23.14% | Q1 2026 | May 04, 2026 |
| Twin Tree Management, LP | History | Reduced | 16,121 | 837 | 0.02% | 0.04% | 120 | -78,730 | -83.0% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 18,385 | 837 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,788 | 820 | 0.0% | 0.0% | 122 | +148 | 0.95% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 14,372 | 747 | 0.01% | 0.01% | 123 | -7,030 | -32.85% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 14,331 | 744 | 0.01% | 0.01% | 124 | -9,996 | -41.09% | Q1 2026 | May 15, 2026 |
| Bridgefront Capital, LLC | History | New | 14,098 | 732 | 0.18% | — | 126 | +14,098 | New | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 14,098 | 732 | 0.01% | 0.01% | 125 | -568 | -3.87% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 13,864 | 720 | 0.02% | 0.01% | 127 | -1,082 | -7.24% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 14,075 | 711 | 0.0% | 0.0% | 128 | -4,494 | -24.2% | Q1 2026 | May 15, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 15,403 | 676 | 0.04% | 0.04% | 129 | +734 | 5.0% | Q1 2026 | May 15, 2026 |
| Marnell Management LLC | History | Reduced | 12,888 | 669 | 0.23% | 0.33% | 130 | -2,000 | -13.43% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,836 | 667 | 0.0% | 0.0% | 131 | -5,550 | -30.19% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 12,735 | 661 | 0.0% | 0.0% | 132 | -676 | -5.04% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | New | 12,258 | 637 | 0.0% | — | 133 | +12,258 | New | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 12,060 | 626 | 0.02% | 0.01% | 134 | +711 | 6.26% | Q1 2026 | May 11, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 11,896 | 618 | 0.24% | 0.29% | 135 | -4,445 | -27.2% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,745 | 610 | 0.0% | 0.01% | 137 | -2,495 | -17.52% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,741 | 610 | 0.0% | 0.0% | 136 | +1,251 | 11.93% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,724 | 609 | 0.02% | 0.02% | 138 | +1,920 | 19.58% | Q1 2026 | May 13, 2026 |
| Covenant Partners, LLC | History | No change | 12,834 | 584 | 0.17% | 0.17% | 139 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 10,847 | 563 | 0.02% | 0.02% | 140 | +550 | 5.34% | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 10,610 | 551 | 0.02% | 0.02% | 141 | -1,651 | -13.47% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,332 | 537 | 0.0% | 0.0% | 142 | +9,359 | 961.87% | Q1 2026 | May 13, 2026 |
| SYON CAPITAL LLC | History | Reduced | 10,350 | 537 | 0.03% | 0.02% | 143 | -242 | -2.28% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 10,322 | 536 | 0.0% | 0.0% | 144 | -9,463 | -47.83% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,070 | 532 | 0.0% | 0.0% | 145 | -5,429 | -35.03% | Q1 2026 | Apr 08, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 10,186 | 529 | 0.02% | 0.02% | 146 | +413 | 4.23% | Q1 2026 | May 14, 2026 |
| Oasis Management Co Ltd. | History | New | 10,000 | 519 | 0.03% | — | 147 | +10,000 | New | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Reduced | 9,767 | 507 | 0.08% | 0.1% | 148 | -2,603 | -21.04% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,221 | 479 | 0.0% | 0.0% | 149 | -102 | -1.09% | Q1 2026 | May 05, 2026 |
| Keebeck Wealth Management | History | Reduced | 8,932 | 464 | 0.05% | 0.06% | 150 | -1,601 | -15.2% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 8,915 | 463 | 0.04% | 0.05% | 151 | -1,287 | -12.62% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,815 | 458 | 0.0% | 0.0% | 152 | -89 | -1.0% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 9,704 | 442 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 8,429 | 438 | 0.04% | 0.05% | 154 | -685 | -7.52% | Q1 2026 | Apr 06, 2026 |
| Auto-Owners Insurance Co | History | No change | 8,066 | 419 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 8,014 | 416 | 0.0% | 0.0% | 156 | +571 | 7.67% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,936 | 412 | 0.0% | 0.0% | 157 | -10,091 | -55.98% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 7,882 | 409 | 0.02% | 0.01% | 158 | +3,453 | 77.96% | Q1 2026 | Apr 21, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,666 | 398 | 0.08% | 0.08% | 159 | -1,295 | -14.45% | Q1 2026 | Apr 20, 2026 |
| Summit Trail Advisors, LLC | History | New | 7,639 | 397 | 0.01% | — | 160 | +7,639 | New | Q1 2026 | May 12, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 7,602 | 395 | 0.15% | 0.1% | 161 | -1,276 | -14.37% | Q1 2026 | May 04, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 7,586 | 394 | 0.0% | 0.0% | 162 | -237 | -3.03% | Q1 2026 | May 12, 2026 |
| Scientech Research LLC | History | Added to | 7,362 | 382 | 0.32% | 0.16% | 163 | +1,863 | 33.88% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,278 | 378 | 0.0% | 0.0% | 164 | +2,895 | 66.05% | Q1 2026 | May 14, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 7,242 | 376 | 0.07% | 0.09% | 165 | -2,700 | -27.16% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,223 | 375 | 0.0% | 0.01% | 166 | -6,550 | -47.56% | Q1 2026 | Apr 24, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 7,141 | 371 | 0.0% | 0.0% | 167 | +1,108 | 18.37% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 7,032 | 365 | 0.02% | 0.02% | 168 | -111 | -1.55% | Q1 2026 | May 14, 2026 |
| Cherokee Insurance Co | History | Reduced | 6,999 | 363 | 0.14% | 0.16% | 169 | -1,700 | -19.54% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,924 | 359 | 0.0% | 0.0% | 170 | +1,893 | 37.63% | Q1 2026 | May 13, 2026 |
| FORA Capital, LLC | History | New | 6,760 | 351 | 0.03% | — | 171 | +6,760 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,017 | 348 | 0.0% | 0.0% | 172 | +6,327 | 916.96% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 6,675 | 346 | 0.0% | — | 173 | +6,675 | New | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | New | 6,602 | 343 | 0.04% | — | 174 | +6,602 | New | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | Added to | 6,541 | 340 | 0.03% | 0.03% | 175 | +297 | 4.76% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Added to | 6,413 | 333 | 0.01% | 0.01% | 176 | +1,326 | 26.07% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,976 | 310 | 0.04% | — | 178 | +5,976 | New | Q1 2026 | May 15, 2026 |
| Corient IA LLC | History | No change | 5,970 | 310 | 0.29% | 0.26% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 5,000 | 303 | 0.03% | — | 179 | +5,000 | New | Q1 2026 | Apr 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,769 | 299 | 0.01% | 0.0% | 180 | +587 | 11.33% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 6,178 | 299 | 0.01% | 0.01% | 181 | -575 | -8.51% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 5,671 | 294 | 0.02% | 0.01% | 183 | +263 | 4.86% | Q1 2026 | Apr 21, 2026 |
| Optas, LLC | History | Added to | 5,671 | 294 | 0.04% | 0.04% | 182 | +7 | 0.12% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,502 | 285 | 0.0% | 0.0% | 184 | -1,878 | -25.45% | Q1 2026 | May 12, 2026 |
| Massar Capital Management, LP | History | Reduced | 5,370 | 279 | 0.03% | 0.05% | 185 | -5,369 | -50.0% | Q1 2026 | May 15, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 5,366 | 278 | 0.02% | 0.02% | 186 | -2,200 | -29.08% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 5,341 | 277 | 0.0% | 0.0% | 187 | -310 | -5.49% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,176 | 269 | 0.0% | 0.0% | 188 | -2,546 | -32.97% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 5,186 | 269 | 0.0% | 0.0% | 189 | -251 | -4.62% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | New | 5,124 | 266 | 0.0% | — | 191 | +5,124 | New | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 5,122 | 266 | 0.03% | 0.04% | 190 | -1,505 | -22.71% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Added to | 5,033 | 261 | 0.0% | 0.0% | 192 | +1,836 | 57.43% | Q1 2026 | May 06, 2026 |
| JMN Financial LLC | History | New | 4,947 | 257 | 0.25% | — | 193 | +4,947 | New | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,899 | 254 | 0.0% | 0.0% | 194 | -3,095 | -38.72% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 4,800 | 249 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Fractal Investments LLC | History | No change | 4,800 | 249 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,700 | 244 | 0.0% | 0.0% | 197 | -3,942 | -45.61% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,650 | 241 | 0.0% | 0.0% | 198 | -61 | -1.29% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,580 | 238 | 0.01% | 0.01% | 199 | +1,019 | 28.62% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,512 | 234 | 0.0% | 0.0% | 200 | -479 | -9.6% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,115 | 222 | 0.0% | 0.0% | 201 | +801 | 24.17% | Q1 2026 | Apr 07, 2026 |
| Ballentine Partners, LLC | History | New | 4,267 | 221 | 0.0% | — | 202 | +4,267 | New | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | New | 4,262 | 221 | 0.01% | — | 203 | +4,262 | New | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | New | 4,192 | 217 | 0.0% | — | 204 | +4,192 | New | Q1 2026 | Apr 27, 2026 |
| Abel Hall, LLC | History | New | 4,164 | 216 | 0.05% | — | 205 | +4,164 | New | Q1 2026 | Apr 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 3,935 | 207 | 0.0% | — | 206 | +3,935 | New | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Added to | 3,752 | 195 | 0.01% | 0.01% | 207 | +573 | 18.02% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,764 | 171 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 3,288 | 170 | 0.02% | 0.01% | 209 | +1,263 | 62.37% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,261 | 169 | 0.0% | 0.0% | 210 | -2,284 | -41.19% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 2,788 | 144 | 0.0% | 0.0% | 211 | +843 | 43.34% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,717 | 141 | 0.01% | 0.02% | 212 | -673 | -19.85% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,316 | 120 | 0.0% | 0.0% | 213 | -139 | -5.66% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 1,896 | 109 | 0.0% | 0.0% | 214 | +138 | 7.85% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,788 | 96 | 0.0% | 0.0% | 216 | -353 | -16.49% | Q1 2026 | May 12, 2026 |
| Cromwell Holdings LLC | History | No change | 1,860 | 96 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,657 | 86 | 0.01% | — | 217 | +1,657 | New | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,598 | 83 | 0.0% | 0.0% | 218 | -291 | -15.4% | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,365 | 70 | 0.0% | 0.0% | 219 | -7 | -0.51% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,331 | 69 | 0.0% | — | 220 | +1,331 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 1,122 | 58 | 0.0% | 0.0% | 221 | -4 | -0.36% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,093 | 56 | 0.0% | 0.0% | 222 | +964 | 747.29% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | Added to | 1,034 | 53 | 0.01% | 0.01% | 223 | +235 | 29.41% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,146 | 52 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 804 | 41 | 0.0% | 0.0% | 225 | +127 | 18.76% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 760 | 39 | 0.0% | 0.0% | 226 | +377 | 98.43% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 757 | 39 | 0.0% | 0.0% | 227 | -13 | -1.69% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 679 | 35 | 0.01% | — | 229 | +679 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 675 | 35 | 0.01% | — | 228 | +675 | New | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | No change | 642 | 33 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 595 | 30 | 0.0% | 0.03% | 231 | -25,835 | -97.75% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 546 | 28 | 0.0% | 0.0% | 232 | +220 | 67.48% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 499 | 25 | 0.0% | 0.0% | 233 | -4,434 | -89.88% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Reduced | 480 | 25 | 0.0% | 0.0% | 234 | -252 | -34.43% | Q1 2026 | May 06, 2026 |
| Grove Bank & Trust | History | Added to | 471 | 24 | 0.0% | 0.0% | 235 | +11 | 2.39% | Q1 2026 | Apr 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 444 | 23 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 397 | 20 | 0.0% | 0.0% | 237 | -133 | -25.09% | Q1 2026 | May 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 397 | 20 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 367 | 19 | 0.0% | 0.0% | 239 | +112 | 43.92% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 371 | 19 | 0.0% | 0.0% | 240 | +20 | 5.7% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | No change | 334 | 17 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Boreal Capital Management LLC | History | No change | 313 | 16 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Byrne Asset Management LLC | History | New | 300 | 15 | 0.01% | — | 244 | +300 | New | Q1 2026 | Apr 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 293 | 15 | 0.0% | 0.0% | 243 | +20 | 7.33% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 282 | 14 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 237 | 13 | 0.0% | 0.0% | 247 | +20 | 9.22% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 269 | 13 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 243 | 12 | 0.01% | — | 249 | +243 | New | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 238 | 12 | 0.01% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 220 | 11 | 0.0% | — | 251 | +203 | 1194.12% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 222 | 11 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Added to | 198 | 10 | 0.0% | 0.0% | 253 | +103 | 108.42% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 206 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Added to | 186 | 9 | 0.0% | 0.0% | 254 | +145 | 353.66% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 164 | 8 | 0.0% | — | 259 | +164 | New | Q1 2026 | May 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 168 | 8 | 0.0% | 0.0% | 255 | -31 | -15.58% | Q1 2026 | May 08, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 169 | 8 | 0.01% | 0.01% | 258 | -7 | -3.98% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 157 | 8 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 162 | 8 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MATHER GROUP, LLC. | History | New | 149 | 7 | 0.0% | — | 263 | +149 | New | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Added to | 150 | 7 | 0.0% | 0.0% | 260 | +21 | 16.28% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 136 | 7 | 0.0% | 0.0% | 262 | -12 | -8.11% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 149 | 7 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 126 | 6 | 0.0% | 0.0% | 264 | -60 | -32.26% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 123 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 148 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | No change | 128 | 6 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| WPG Advisers, LLC | History | Reduced | 98 | 5 | 0.0% | 0.01% | 270 | -255 | -72.24% | Q1 2026 | Apr 29, 2026 |
| JPL Wealth Management, LLC | History | New | 110 | 5 | 0.0% | — | 271 | +110 | New | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | Added to | 90 | 5 | 0.0% | 0.0% | 268 | +12 | 15.38% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 109 | 5 | 0.0% | 0.0% | 269 | +8 | 7.92% | Q1 2026 | Apr 24, 2026 |
| Bare Financial Services, Inc | History | Added to | 93 | 4 | 0.0% | 0.0% | 273 | +9 | 10.71% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 86 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Whipplewood Advisors, LLC | History | New | 72 | 3 | 0.0% | — | 277 | +72 | New | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | New | 68 | 3 | 0.0% | — | 276 | +68 | New | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | New | 57 | 3 | 0.0% | — | 278 | +57 | New | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 74 | 3 | 0.0% | 0.0% | 274 | -16 | -17.78% | Q1 2026 | May 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bayforest Capital Ltd | History | New | 52 | 2 | 0.0% | — | 282 | +52 | New | Q1 2026 | Apr 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 53 | 2 | 0.0% | 0.0% | 279 | -24 | -31.17% | Q1 2026 | May 06, 2026 |
| Penserra Capital Management LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 36 | 1 | 0.0% | 0.0% | 288 | -55 | -60.44% | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 36 | 1 | 0.0% | — | 284 | +33 | 1100.0% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | New | 20 | 1 | 0.0% | — | 292 | +20 | New | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | Added to | 32 | 1 | 0.0% | — | 283 | +17 | 113.33% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | No change | 22 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STEADFAST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.47% | — | -595,047 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -562,933 | -100.0% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 3.16% | — | -481,960 | -100.0% | Q1 2026 | May 12, 2026 |
| Castle Hook Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -130,669 | -100.0% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -50,984 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,896 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Mork Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -43,200 | -100.0% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -39,067 | -100.0% | Q1 2026 | Apr 20, 2026 |