MAXLINEAR, INC - MXL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 13,404,737 | 233,108 | 0.0% | 0.0% | 1 | -124,073 | -0.92% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 13,326,387 | 232,278 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 9,163,215 | 159,348 | 0.01% | — | 3 | +9,163,215 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 5,262,670 | 91,517 | 0.0% | 0.0% | 4 | -211,562 | -3.86% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 5,067,597 | 88,125 | 0.0% | 0.0% | 5 | +503,605 | 11.03% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,655,076 | 63,561 | 0.0% | — | 6 | +3,655,076 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,997,250 | 52,122 | 0.04% | 0.04% | 7 | -59,463 | -1.95% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 2,503,447 | 43,534 | 0.01% | 0.01% | 8 | +353,858 | 16.46% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 2,202,736 | 38,305 | 0.04% | 0.02% | 9 | +800,180 | 57.05% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,077,431 | 36,133 | 0.0% | 0.0% | 10 | +39,287 | 1.93% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,689,692 | 29,376 | 0.01% | 0.01% | 11 | +113,058 | 7.17% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,445,073 | 25,129 | 0.0% | 0.0% | 12 | -600,087 | -29.34% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,140,403 | 19,831 | 0.0% | 0.0% | 13 | -483 | -0.04% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 1,139,958 | 19,823 | 0.01% | 0.01% | 14 | -114,351 | -9.12% | Q1 2026 | Apr 30, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 895,390 | 15,570 | 0.03% | 0.02% | 15 | +145,862 | 19.46% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 878,070 | 15,269 | 0.0% | 0.0% | 16 | -399,200 | -31.25% | Q1 2026 | May 15, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 861,000 | 14,972 | 0.57% | 0.63% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SORA INVESTORS LLC | History | New | 846,105 | 14,713 | 1.35% | — | 18 | +846,105 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 810,829 | 14,100 | 0.0% | 0.0% | 19 | +23,269 | 2.95% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 720,042 | 12,521 | 0.01% | 0.01% | 20 | -38,067 | -5.02% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 645,358 | 11,222 | 0.01% | 0.01% | 21 | -10,961 | -1.67% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 641,034 | 11,147 | 0.0% | 0.0% | 22 | +41,119 | 6.85% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 557,520 | 9,695 | 0.0% | 0.0% | 23 | -9,053 | -1.6% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 551,347 | 9,587 | 0.07% | 0.06% | 24 | +90,064 | 19.52% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 550,396 | 9,571 | 0.14% | 0.26% | 25 | -410,925 | -42.75% | Q1 2026 | May 14, 2026 |
| Hodges Capital Management Inc. | History | Added to | 547,690 | 9,524 | 0.79% | 0.71% | 26 | +72,579 | 15.28% | Q1 2026 | Apr 28, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 530,269 | 9,221 | 0.0% | — | 27 | +530,269 | New | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | Reduced | 524,602 | 9,122 | 0.11% | 0.13% | 28 | -93,682 | -15.15% | Q1 2026 | May 11, 2026 |
| Defiance ETFs, LLC | History | Reduced | 524,602 | 9,122 | 0.13% | 0.36% | 29 | -93,682 | -15.15% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 515,676 | 8,967 | 0.01% | 0.0% | 30 | +500,955 | 3403.0% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 470,443 | 8,181 | 0.0% | 0.0% | 31 | -20,880 | -4.25% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 468,274 | 8,143 | 0.0% | 0.0% | 32 | +320,505 | 216.9% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 445,913 | 7,754 | 0.01% | 0.0% | 33 | +333,800 | 297.74% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 433,970 | 7,546 | 0.01% | 0.01% | 34 | -140,644 | -24.48% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 412,941 | 7,181 | 0.0% | 0.0% | 35 | -51,285 | -11.05% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 405,224 | 7,046 | 0.01% | 0.0% | 36 | +210,685 | 108.3% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 401,349 | 6,995 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 401,059 | 6,974 | 0.0% | 0.0% | 38 | -243,311 | -37.76% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 400,823 | 6,970 | 0.03% | 0.03% | 39 | -132,081 | -24.79% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 395,317 | 6,874 | 0.0% | 0.0% | 40 | +3,637 | 0.93% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 342,571 | 5,957 | 0.0% | 0.0% | 41 | -257,724 | -42.93% | Q1 2026 | May 06, 2026 |
| Trexquant Investment LP | History | Added to | 326,942 | 5,685 | 0.04% | 0.05% | 42 | +26,185 | 8.71% | Q1 2026 | May 15, 2026 |
| 1492 Capital Management LLC | History | Reduced | 316,824 | 5,509 | 2.1% | 2.12% | 43 | -914 | -0.29% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 294,556 | 5,122 | 0.0% | 0.01% | 44 | +2,888 | 0.99% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 290,716 | 5,055 | 0.02% | 0.02% | 45 | +6,434 | 2.26% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 297,513 | 4,784 | 0.0% | 0.0% | 46 | +15,540 | 5.51% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Added to | 274,828 | 4,779 | 0.01% | 0.0% | 47 | +216,402 | 370.39% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 267,951 | 4,659 | 0.01% | 0.0% | 48 | +245,169 | 1076.15% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 263,166 | 4,576 | 0.01% | — | 49 | +263,166 | New | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 243,871 | 4,240 | 0.0% | 0.0% | 50 | +1,625 | 0.67% | Q1 2026 | May 12, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 223,701 | 3,890 | 0.7% | 0.44% | 51 | +87,800 | 64.61% | Q1 2026 | Apr 20, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 222,206 | 3,864 | 0.0% | 0.0% | 52 | +189,358 | 576.47% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 210,564 | 3,658 | 0.01% | 0.01% | 53 | +6,572 | 3.22% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 210,126 | 3,654 | 0.0% | 0.0% | 54 | +142,674 | 211.52% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | Added to | 209,152 | 3,637 | 0.05% | 0.03% | 55 | +58,668 | 38.99% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 33,746 | 3,102 | 0.08% | — | 56 | +33,746 | New | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 177,351 | 3,084 | 0.0% | 0.0% | 57 | -39,164 | -18.09% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 177,103 | 3,079 | 0.0% | 0.0% | 58 | -21,224 | -10.7% | Q1 2026 | May 08, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 174,410 | 3,032 | 0.0% | 0.0% | 59 | -68,200 | -28.11% | Q1 2026 | May 11, 2026 |
| Cinctive Capital Management LP | History | New | 172,671 | 3,002 | 0.2% | — | 60 | +172,671 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 172,365 | 2,997 | 0.0% | — | 61 | +172,365 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 171,400 | 2,980 | 0.04% | 0.03% | 62 | +48,100 | 39.01% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | No change | 163,173 | 2,837 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 154,125 | 2,680 | 0.0% | 0.0% | 64 | +5,832 | 3.93% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 149,982 | 2,608 | 0.0% | 0.0% | 65 | +54 | 0.04% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 145,734 | 2,534 | 0.0% | 0.0% | 66 | -153,943 | -51.37% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 141,882 | 2,467 | 0.01% | 0.0% | 67 | +106,203 | 297.66% | Q1 2026 | May 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 139,725 | 2,429 | 0.01% | 0.01% | 68 | +267 | 0.19% | Q1 2026 | May 14, 2026 |
| PDT Partners, LLC | History | Reduced | 135,987 | 2,364 | 0.14% | 0.17% | 69 | -16,761 | -10.97% | Q1 2026 | May 15, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Reduced | 115,000 | 1,999 | 0.1% | 0.15% | 70 | -25,000 | -17.86% | Q1 2026 | May 14, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 107,086 | 1,862 | 0.04% | 0.03% | 71 | -37,100 | -25.73% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 104,927 | 1,824 | 0.0% | 0.01% | 72 | -145,521 | -58.1% | Q1 2026 | Apr 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 104,040 | 1,809 | 0.0% | 0.0% | 73 | +22,993 | 28.37% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 102,957 | 1,790 | 0.0% | 0.0% | 74 | +72,425 | 237.21% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 95,212 | 1,656 | 0.0% | 0.0% | 75 | +16,278 | 20.62% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 90,796 | 1,578 | 0.04% | 0.04% | 76 | -2,455 | -2.63% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 89,690 | 1,559 | 0.0% | 0.0% | 77 | -125,065 | -58.24% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 86,451 | 1,506 | 0.0% | 0.0% | 78 | -3,635 | -4.04% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 84,153 | 1,463 | 0.0% | 0.0% | 79 | +7,766 | 10.17% | Q1 2026 | May 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 81,317 | 1,414 | 0.07% | 0.06% | 80 | +17,388 | 27.2% | Q1 2026 | Apr 17, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 80,691 | 1,403 | 0.02% | 0.02% | 81 | -985 | -1.21% | Q1 2026 | Apr 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 73,399 | 1,276 | 0.0% | 0.0% | 82 | +17,972 | 32.42% | Q1 2026 | May 08, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 71,330 | 1,240 | 0.35% | 0.42% | 83 | -16,473 | -18.76% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 70,155 | 1,219 | 0.0% | — | 84 | +70,155 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 69,630 | 1,211 | 0.0% | 0.0% | 85 | -2,814 | -3.88% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Added to | 66,942 | 1,164 | 0.07% | 0.06% | 86 | +8,935 | 15.4% | Q1 2026 | May 07, 2026 |
| Knights of Columbus Asset Advisors LLC | History | New | 66,675 | 1,159 | 0.07% | — | 87 | +66,675 | New | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 65,547 | 1,140 | 0.0% | 0.0% | 88 | -2,632 | -3.86% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 58,660 | 1,020 | 0.0% | 0.0% | 89 | -96,167 | -62.11% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 58,173 | 1,012 | 0.0% | 0.0% | 90 | -2,664 | -4.38% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 54,242 | 943 | 0.0% | 0.0% | 91 | -2,193 | -3.89% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 50,811 | 883 | 0.01% | 0.01% | 92 | -11,249 | -18.13% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 47,858 | 832 | 0.0% | 0.0% | 93 | +5,982 | 14.29% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 47,707 | 829 | 0.01% | — | 94 | +47,707 | New | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 45,767 | 795 | 0.0% | 0.0% | 95 | +2,715 | 6.31% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 45,059 | 783 | 0.0% | 0.0% | 96 | -382 | -0.84% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 43,949 | 764 | 0.01% | 0.01% | 97 | -1,728 | -3.78% | Q1 2026 | Apr 20, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 43,789 | 761 | 0.0% | 0.0% | 98 | +15,775 | 56.31% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 43,183 | 750 | 0.01% | 0.0% | 99 | +26,398 | 157.27% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 43,111 | 749 | 0.01% | 0.01% | 100 | +7,880 | 22.37% | Q1 2026 | May 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 41,545 | 722 | 0.01% | 0.01% | 101 | -3,939 | -8.66% | Q1 2026 | May 08, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 41,397 | 719 | 0.02% | 0.02% | 102 | -18,072 | -30.39% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 39,786 | 692 | 0.04% | 0.05% | 103 | +8,499 | 27.16% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 39,080 | 679 | 0.0% | 0.0% | 104 | +1,844 | 4.95% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 38,712 | 673 | 0.01% | — | 105 | +38,712 | New | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 38,321 | 666 | 0.0% | 0.0% | 106 | +14 | 0.04% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 37,836 | 657 | 0.0% | 0.0% | 107 | +15,072 | 66.21% | Q1 2026 | May 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 37,561 | 653 | 0.02% | — | 108 | +37,561 | New | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 36,955 | 642 | 0.0% | 0.0% | 109 | +13,757 | 59.3% | Q1 2026 | May 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 36,681 | 638 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 36,096 | 627 | 0.0% | 0.0% | 111 | +11,760 | 48.32% | Q1 2026 | May 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 36,000 | 626 | 0.01% | 0.01% | 112 | -1,600 | -4.26% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 34,859 | 606 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 33,847 | 588 | 0.0% | 0.0% | 114 | -65,060 | -65.78% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 33,350 | 579 | 0.0% | — | 116 | +33,350 | New | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 33,324 | 579 | 0.0% | 0.0% | 115 | -1,788 | -5.09% | Q1 2026 | May 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 32,084 | 557 | 0.0% | 0.0% | 117 | -49,270 | -60.56% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 31,939 | 555 | 0.0% | 0.0% | 118 | +3,064 | 10.61% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 31,627 | 549 | 0.0% | 0.0% | 119 | +6,272 | 24.74% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 30,641 | 532 | 0.0% | — | 120 | +30,641 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 30,359 | 528 | 0.0% | 0.0% | 121 | -147,491 | -82.93% | Q1 2026 | Apr 16, 2026 |
| Inspire Investing, LLC | History | Added to | 29,823 | 518 | 0.04% | 0.04% | 122 | +3,243 | 12.2% | Q1 2026 | Apr 23, 2026 |
| Amundi | History | Reduced | 27,114 | 471 | 0.0% | 0.0% | 123 | -10,675 | -28.25% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 26,552 | 461 | 0.0% | 0.0% | 124 | -3,273 | -10.97% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 25,908 | 450 | 0.0% | 0.0% | 125 | -80,535 | -75.66% | Q1 2026 | May 15, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 25,137 | 437 | 0.13% | — | 126 | +25,137 | New | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 24,851 | 433 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,977 | 431 | 0.0% | 0.0% | 128 | +3,084 | 14.76% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 24,158 | 420 | 0.0% | 0.0% | 129 | +23,673 | 4881.03% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 24,228 | 418 | 0.0% | 0.0% | 130 | -26,088 | -51.85% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,842 | 414 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 23,439 | 408 | 0.0% | 0.0% | 132 | -408 | -1.71% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 22,799 | 396 | 0.0% | 0.0% | 133 | -79 | -0.35% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,551 | 392 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | No change | 22,500 | 391 | 0.09% | 0.08% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WINTON GROUP Ltd | History | Reduced | 22,364 | 388 | 0.01% | 0.13% | 136 | -190,785 | -89.51% | Q1 2026 | May 12, 2026 |
| Weil Company, Inc. | History | No change | 22,100 | 384 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 21,944 | 381 | 0.0% | 0.0% | 138 | -178 | -0.8% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 21,643 | 376 | 0.0% | 0.0% | 139 | -220 | -1.01% | Q1 2026 | Apr 24, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,299 | 370 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Holocene Advisors, LP | History | New | 21,094 | 366 | 0.0% | — | 141 | +21,094 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 20,215 | 352 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 20,096 | 349 | 0.0% | 0.0% | 143 | -237 | -1.17% | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | Reduced | 19,700 | 342 | 0.0% | 0.0% | 144 | -41,700 | -67.92% | Q1 2026 | May 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 19,108 | 332 | 0.0% | — | 145 | +19,108 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 18,539 | 322 | 0.0% | 0.0% | 146 | -200 | -1.07% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,500 | 321 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Entropy Technologies, LP | History | New | 17,320 | 301 | 0.01% | — | 148 | +17,320 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 16,425 | 285 | 0.01% | 0.01% | 149 | +3,767 | 29.76% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | New | 16,211 | 281 | 0.01% | — | 150 | +16,211 | New | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 15,900 | 276 | 0.0% | 0.0% | 151 | +3,100 | 24.22% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 14,973 | 260 | 0.0% | 0.0% | 152 | -2,273 | -13.18% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,241 | 247 | 0.0% | 0.0% | 153 | +167 | 1.19% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 14,115 | 245 | 0.0% | 0.0% | 154 | -3,315 | -19.02% | Q1 2026 | May 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 13,586 | 236 | 0.0% | 0.0% | 155 | +2,702 | 24.83% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,710 | 221 | 0.0% | 0.0% | 156 | -3,338 | -20.8% | Q1 2026 | Apr 24, 2026 |
| STRS OHIO | History | Added to | 12,200 | 212 | 0.0% | 0.0% | 157 | +10,100 | 480.95% | Q1 2026 | Apr 24, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 11,693 | 203 | 0.0% | 0.0% | 158 | -403 | -3.33% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,652 | 202 | 0.0% | 0.0% | 159 | +1,598 | 15.89% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,372 | 197 | 0.0% | 0.0% | 160 | +635 | 5.91% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | Reduced | 11,320 | 196 | 0.0% | 0.0% | 161 | -8,100 | -41.71% | Q1 2026 | May 12, 2026 |
| Laurion Capital Management LP | History | Reduced | 10,000 | 173 | 0.01% | 0.04% | 162 | -50,596 | -83.5% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,434 | 164 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 9,138 | 158 | 0.0% | 0.0% | 164 | -93,162 | -91.07% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,714 | 151 | 0.0% | 0.0% | 165 | +1,053 | 13.74% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 7,857 | 136 | 0.0% | 0.0% | 166 | +2,058 | 35.49% | Q1 2026 | May 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | New | 7,541 | 131 | 0.02% | — | 167 | +7,541 | New | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 7,385 | 128 | 0.0% | 0.0% | 168 | -52,705 | -87.71% | Q1 2026 | May 08, 2026 |
| Freestone Grove Partners LP | History | New | 7,288 | 126 | 0.0% | — | 169 | +7,288 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,175 | 124 | 0.0% | 0.0% | 170 | +120 | 1.7% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,821 | 118 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 6,300 | 109 | 0.0% | 0.0% | 172 | -73,800 | -92.13% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,826 | 101 | 0.0% | 0.01% | 173 | -132 | -2.22% | Q1 2026 | Apr 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,662 | 98 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 5,385 | 93 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,977 | 69 | 0.0% | 0.0% | 176 | +2 | 0.05% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 3,850 | 66 | 0.0% | — | 177 | +3,850 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 3,350 | 58 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,287 | 57 | 0.0% | 0.0% | 179 | +2,247 | 216.06% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | No change | 3,247 | 56 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,639 | 45 | 0.0% | 0.04% | 181 | -74,174 | -96.56% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,426 | 42 | 0.0% | 0.0% | 182 | -1,787 | -42.42% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,643 | 42 | 0.0% | 0.0% | 183 | +1,212 | 84.7% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,401 | 41 | 0.0% | 0.0% | 184 | +187 | 8.45% | Q1 2026 | Apr 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,226 | 38 | 0.0% | 0.0% | 185 | +70 | 3.25% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,070 | 36 | 0.0% | 0.0% | 186 | -115 | -5.26% | Q1 2026 | Apr 07, 2026 |
| KBC Group NV | History | New | 1,999 | 35 | 0.0% | — | 187 | +1,999 | New | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,871 | 32 | 0.0% | 0.0% | 188 | +72 | 4.0% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 2,662 | 28 | 0.01% | 0.0% | 189 | +2,161 | 431.34% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,563 | 27 | 0.0% | 0.0% | 190 | +217 | 16.12% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 1,572 | 27 | 0.01% | 0.01% | 192 | +11 | 0.7% | Q1 2026 | May 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,542 | 27 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,532 | 26 | 0.0% | 0.0% | 194 | +1,309 | 587.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,496 | 26 | 0.0% | 0.0% | 193 | -12 | -0.8% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,481 | 25 | 0.0% | 0.0% | 196 | +348 | 30.71% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,446 | 25 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 1,328 | 23 | 0.0% | 0.0% | 197 | +189 | 16.59% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,279 | 22 | 0.0% | 0.0% | 198 | -137 | -9.68% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 1,288 | 22 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,169 | 21 | 0.0% | 0.0% | 200 | +373 | 46.86% | Q1 2026 | May 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 918 | 15 | 0.0% | — | 201 | +918 | New | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 545 | 9 | 0.0% | 0.0% | 202 | +298 | 120.65% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 533 | 9 | 0.0% | 0.0% | 203 | +263 | 97.41% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 539 | 9 | 0.0% | 0.0% | 204 | -2 | -0.37% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 495 | 8 | 0.0% | 0.0% | 207 | +315 | 175.0% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 463 | 8 | 0.0% | 0.0% | 205 | -54 | -10.44% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | No change | 467 | 8 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 428 | 7 | 0.0% | 0.0% | 210 | -47 | -9.89% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 445 | 7 | 0.0% | 0.0% | 209 | +43 | 10.7% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 449 | 7 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 400 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Truvestments Capital LLC | History | No change | 338 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 237 | 4 | 0.0% | 0.0% | 213 | +34 | 16.75% | Q1 2026 | Jun 02, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 218 | 3 | 0.0% | — | 217 | +218 | New | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Reduced | 173 | 3 | 0.0% | 0.0% | 215 | -28 | -13.93% | Q1 2026 | May 01, 2026 |
| Westside Investment Management, Inc. | History | No change | 175 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| City State Bank | History | No change | 200 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 145 | 2 | 0.0% | 0.0% | 218 | -2 | -1.36% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 163 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 71 | 1 | 0.0% | 0.0% | 221 | -247 | -77.67% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | New | 100 | 1 | 0.0% | — | 225 | +100 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 69 | 1 | 0.0% | — | 223 | +66 | 2200.0% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 90 | 1 | 0.0% | — | 224 | +65 | 260.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 94 | 1 | 0.0% | — | 222 | +56 | 147.37% | Q1 2026 | Jun 02, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -819,504 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.12% | — | -238,039 | -100.0% | Q1 2026 | May 18, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -235,595 | -100.0% | Q1 2026 | May 11, 2026 |
| SCALAR GAUGE MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.67% | — | -145,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -81,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -78,359 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -77,217 | -100.0% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -76,754 | -100.0% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.08% | — | -68,568 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -55,000 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -54,622 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,302 | -100.0% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,900 | -100.0% | Q1 2026 | May 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -33,870 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -29,738 | -100.0% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -27,098 | -100.0% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,822 | -100.0% | Q1 2026 | May 06, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,340 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,978 | -100.0% | Q1 2026 | Apr 30, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -11,697 | -100.0% | Q1 2026 | May 13, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q1 2026 | May 08, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -10,470 | -100.0% | Q1 2026 | May 13, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,144 | -100.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -4,346 | -100.0% | Q1 2026 | May 13, 2026 |
| Asset Planning,Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 51 | 0 | — | — | — | +51 | New | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | Reduced | 37 | 0 | — | 0.0% | — | -26 | -41.27% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 38 | 0 | — | 0.0% | — | -24 | -38.71% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21 | 0 | — | — | — | +11 | 110.0% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 43 | 0 | — | — | — | -8 | -15.69% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DecisionPoint Financial, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ankerstar Wealth, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |